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SPEECE THORSON CAPITAL GROUP INC

An institutional investment manager in MINNETONKA, MN. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 4, 2026. SEC CIK 900169.

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Holdings: 37 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

IssuerClassCUSIPReported value$mWeightSharesPut or callChange on the quarter before
Commerce Bancshares IncCBSHCOM20052510319.24.1%332,442Reduced−6,194
White Mount Ins GRP LtdCOMG9618E10719.14.1%9,215Reduced−182
MGE Energy IncMGEECOM55277P10418.64.0%228,679Added+39,132
Cass Information Sys IncCASSCOM14808P10917.83.8%347,328Reduced−6,909
Steris plc SHS UsdCOMG8473T10017.83.8%84,495Added+20,064
Sonoco ProductsSONCOM83549510216.93.6%300,496Reduced−6,141
MSA Safety IncMSACOM55349810616.93.6%96,741Added+11,576
RPM International IncRPMCOM74968510315.83.4%142,095Reduced−2,864
Hexcel Corp NewHXLCOM42829110815.33.3%152,463Reduced−52,550
Laboratory Corp Amer HoldingsLHCOM50492210515.23.3%54,385Added+10,542
M & T Bank CorpMTBCOM55261F10415.23.3%63,885Reduced−1,290
Aptargroup IncATRCOM03833610315.23.2%121,355Added+34,554
O Reilly Automotive IncORLYCOM67103H10715.13.2%164,080Added+37,084
Gentex CorpGNTXCOM37190110915.13.2%597,167Reduced−11,815
Idex CorpIEXCOM45167R10414.93.2%65,510Reduced−14,568
Toro CoTTCCOM89109210814.33.1%146,959Reduced−3,194
Wabtec CorpWABCOM92974010813.93.0%51,647Reduced−1,037
Teleflex IncorporatedTFXCOM87936910613.22.8%104,065Reduced−2,212
Smucker J M CoSJMCOM83269640513.22.8%117,159Reduced−2,451
Insight Enterprises IncNSITCOM45765U10313.02.8%106,952Added+22,517
Zimmer Holdings IncZBHCOM98956P10211.92.6%138,547Reduced−2,807
Trimble IncTRMBCOM89623910011.72.5%229,315Added+114,911
Berkley W R CorpWRBCOM08442310211.52.5%162,554Added+30,700
Tractor Supply CoTSCOCOM89235610611.42.4%359,937Added+75,478
Devon Energy Corp NewDVNCOM25179M10311.32.4%274,418Reduced−7,213
Arrow Electrs IncARWCOM04273510011.02.3%51,368Reduced−49,694
Keysight Technologies IncKEYSCOM49338L10310.52.3%30,127Reduced−8,269
AZZ IncAZZCOM0024741049.92.1%63,750Reduced−28,867
Mueller WTR Prods IncMWACOM6247581089.52.0%367,282Reduced−7,284
Northern Trust CorpNTRSCOM6658591049.01.9%51,999Reduced−1,030
Mohawk Inds IncMHKCOM6081901047.91.7%65,195Reduced−1,302
Terex Corp NewTEXCOM8807791037.71.6%106,610Reduced−2,090
C H Robinson Worldwide IncCHRWCOM12541W2097.11.5%37,751Reduced−773
Caseys Gen Stores IncCASYCOM1475281036.31.4%7,947Reduced−5,051
Mediaalpha IncMAXCOM58450V1046.11.3%489,098Reduced−9,913
Fuller H B CoFULCOM3596941064.51.0%77,354Reduced−1,573
Rayonier IncRYNCOM7549071034.51.0%211,357New+211,357

Sold out: 2 positions

Held at the end of the quarter before and not reported this quarter.

IssuerClassCUSIPReported value$WeightSharesPut or callChange on the quarter before
Brown & Brown IncBROCOM1152361010.00.0%0Sold out−144,149
McCormick & Co IncMKCCOM5797802060.00.0%0Sold out−75,775

Source: SEC EDGAR, Form 13F-HR, accession 0000900169-26-000003 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.