SPEECE THORSON CAPITAL GROUP INC

CIK

900169

City

MINNETONKA

State / Country

Stock

Top Portfolio Positions

38 positions · $438,989,422 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

24 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,644,833	9,397	-11.9%	Shares	Sole	2026-04-29
2025-12-31	$22,176,736	10,672	-5.2%	Shares	Sole	2026-01-29
2025-09-30	$18,824,658	11,262	-1.1%	Shares	Sole	2025-11-20
2025-06-30	$20,440,680	11,383	+2.0%	Shares	Sole	2025-08-05
2025-03-31	$21,490,114	11,159	-1.6%	Shares	Sole	2025-05-01
2024-12-31	$22,056,981	11,340	-0.5%	Shares	Sole	2025-02-13
2024-09-30	$19,333,287	11,398	-0.3%	Shares	Sole	2024-11-05
2024-06-30	$20,775,270	11,431	-16.9%	Shares	Sole	2024-07-29
2024-03-31	$24,673,419	13,751	+5.8%	Shares	Sole	2024-04-23
2023-12-31	$19,566,635	13,001	+0.7%	Shares	Sole	2024-02-23
2023-09-30	$19,316,835	12,915	-0.1%	Shares	Sole	2023-11-20
2023-06-30	$17,958,606	12,930	-1.3%	Shares	Sole	2023-08-03
2023-03-31	$18,038,231	13,095	-14.8%	Shares	Sole	2023-05-04
2022-12-31	$21,742,495	15,373	-4.8%	Shares	Sole	2023-02-09
2022-09-30	$21,034,651	16,143	+3.3%	Shares	Sole	2022-11-03
2022-06-30	$19,474,519	15,628	-5.5%	Shares	Sole	2022-07-28
2022-03-31	$18,783,183	16,531	-7.9%	Shares	Sole	2022-05-04
2021-12-31	$18,191,393	17,942	+0.4%	Shares	Sole	2022-02-08
2021-09-30	$19,123,557	17,879	+13.1%	Shares	Sole	2021-10-28
2021-06-30	$18,144,614	15,805	-0.5%	Shares	Sole	2021-08-10
2021-03-31	$17,712,416	15,887	+4.9%	Shares	Sole	2021-05-13
2020-09-30	$11,794,060	15,140	+24.1%	Shares	Sole	2020-11-05
2020-06-30	$10,835,897	12,203	-1.1%	Shares	Sole	2020-08-03
2020-03-31	$11,230,310	12,341	—	Shares	Sole	2020-05-08
No 13F history on record for this holder in this stock.