SPEECE THORSON CAPITAL GROUP INC

Est. AUM

$439.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WHITE MOUNT INS GRP LTD	COM	$20.6M	9397	4.70%	SOLE
2	COMMERCE BANCSHARES INC	COM	$16.7M	338636	3.80%	SOLE
3	HEXCEL CORP NEW	COM	$16.6M	205013	3.78%	SOLE
4	SONOCO PRODUCTS	COM	$16.6M	306637	3.78%	SOLE
5	CASS INFORMATION SYS INC	COM	$15.6M	354237	3.55%	SOLE
6	IDEX CORP	COM	$15.2M	80078	3.46%	SOLE
7	MGE ENERGY INC	COM	$14.7M	189547	3.34%	SOLE
8	ARROW ELECTRS INC	COM	$14.5M	101062	3.30%	SOLE
9	RPM INTL INC	COM	$14.4M	144959	3.28%	SOLE
10	STERIS PLC SHS USD	COM	$14.2M	64431	3.25%	SOLE
11	DEVON ENERGY CORP NEW	COM	$14.2M	281631	3.23%	SOLE
12	TORO CO	COM	$14.0M	150153	3.20%	SOLE
13	MSA SAFETY INC	COM	$14.0M	85165	3.18%	SOLE
14	M & T BANK CORP	COM	$13.5M	65175	3.07%	SOLE
15	GENTEX CORP	COM	$13.3M	608982	3.03%	SOLE
16	WABTEC CORP	COM	$13.2M	52684	3.00%	SOLE
17	TRACTOR SUPPLY CO	COM	$12.9M	284459	2.94%	SOLE
18	ZIMMER HLDGS INC	COM	$12.8M	141354	2.91%	SOLE
19	TELEFLEX INCORPORATED	COM	$12.7M	106277	2.90%	SOLE
20	O REILLY AUTOMOTIVE INC	COM	$11.7M	126996	2.67%	SOLE
21	LABORATORY CORP AMER HLDGS	COM	$11.7M	43843	2.66%	SOLE
22	AZZ INC	COM	$11.6M	92617	2.64%	SOLE
23	SMUCKER J M CO	COM	$11.5M	119610	2.63%	SOLE
24	APTARGROUP INC	COM	$10.9M	86801	2.49%	SOLE
25	KEYSIGHT TECHNOLOGIES INC	COM	$10.8M	38396	2.47%	SOLE
26	MUELLER WTR PRODS INC	COM	$10.3M	374566	2.35%	SOLE
27	CASEYS GEN STORES INC	COM	$9.5M	12998	2.16%	SOLE
28	BROWN & BROWN INC	COM	$9.4M	144149	2.14%	SOLE
29	BERKLEY W R CORP	COM	$8.7M	131854	1.99%	SOLE
30	TRIMBLE INC	COM	$7.5M	114404	1.70%	SOLE
31	NORTHERN TRUST CORP	COM	$7.4M	53029	1.69%	SOLE
32	MOHAWK INDS INC	COM	$6.5M	66497	1.49%	SOLE
33	TEREX CORP NEW	COM	$6.4M	108700	1.46%	SOLE
34	C H ROBINSON WORLDWIDE INC	COM	$6.4M	38524	1.46%	SOLE
35	INSIGHT ENTERPRISES INC	COM	$5.7M	84435	1.29%	SOLE
36	FULLER H B CO	COM	$4.9M	78927	1.11%	SOLE
37	MEDIAALPHA INC	COM	$4.6M	499011	1.06%	SOLE
38	MCCORMICK & CO INC	COM	$3.8M	75775	0.87%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.