SPEECE THORSON CAPITAL GROUP INC
Top Portfolio Positions
38 positions ·
$438,989,422 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WTM |
White Mountains Insurance Group Ltd
Financial Services
|
9,397 | $20,644,833 | 4.70% | |
| CBSH |
Commerce Bancshares Inc /Mo/
Financial Services
|
338,636 | $16,660,891 | 3.80% | |
| HXL |
Hexcel Corp /De/
Industrials
|
205,013 | $16,591,702 | 3.78% | |
| SON |
Sonoco Products Co
Consumer Cyclical
|
306,637 | $16,585,995 | 3.78% | |
| CASS |
Cass Information Systems Inc
Industrials
|
354,237 | $15,593,512 | 3.55% | |
| IEX |
Idex Corp /De/
Industrials
|
80,078 | $15,178,784 | 3.46% | |
| MGEE |
Mge Energy Inc
Utilities
|
189,547 | $14,650,087 | 3.34% | |
| ARW |
Arrow Electronics, Inc.
Technology
|
101,062 | $14,493,301 | 3.30% | |
| RPM |
Rpm International Inc/De/
Basic Materials
|
144,959 | $14,408,924 | 3.28% | |
| STE |
STERIS plc
Healthcare
|
64,431 | $14,247,627 | 3.25% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TSCO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,885,992 | 284,459 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $15,371,023 | 307,359 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $14,323,619 | 251,866 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $13,445,215 | 254,789 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $13,754,888 | 249,635 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $13,471,827 | 253,898 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,969,871 | 51,041 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,763,990 | 51,185 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,728,221 | 52,121 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,271,060 | 52,808 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $2,134,867 | 52,570 | Shares | Sole | 2023-11-20 | |
| 2023-06-30 | $2,327,254 | 52,629 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,500,214 | 53,187 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,432,195 | 54,056 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,009,585 | 54,056 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,029,454 | 52,346 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,431,855 | 52,103 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,261,614 | 68,349 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,759,305 | 68,094 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,933,496 | 78,832 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,807,072 | 79,260 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,242,391 | 79,755 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,324,057 | 81,068 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,125,166 | 80,627 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,448,578 | 85,664 | Shares | Sole | 2020-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||