# SPEECE THORSON CAPITAL GROUP INC: Form 13F holdings

An institutional investment manager in MINNETONKA, MN. SEC CIK 900169.

- Quarter ended: 2026-06-30
- Filed: 2026-08-04
- Reported value: $467.7m
- Positions: 37 (37 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/900169/000090016926000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [COMMERCE BANCSHARES INC (CBSH)](/companies/cbsh.md) | COM | $19.2m | 4.1% | 332,442 |  | Reduced −6,194 |
| WHITE MOUNT INS GRP LTD | COM | $19.1m | 4.1% | 9,215 |  | Reduced −182 |
| [MGE ENERGY INC (MGEE)](/companies/mgee.md) | COM | $18.6m | 4.0% | 228,679 |  | Added +39,132 |
| [CASS INFORMATION SYS INC (CASS)](/companies/cass.md) | COM | $17.8m | 3.8% | 347,328 |  | Reduced −6,909 |
| STERIS PLC SHS USD | COM | $17.8m | 3.8% | 84,495 |  | Added +20,064 |
| [SONOCO PRODUCTS (SON)](/companies/son.md) | COM | $16.9m | 3.6% | 300,496 |  | Reduced −6,141 |
| [MSA SAFETY INC (MSA)](/companies/msa.md) | COM | $16.9m | 3.6% | 96,741 |  | Added +11,576 |
| [RPM INTL INC (RPM)](/companies/rpm.md) | COM | $15.8m | 3.4% | 142,095 |  | Reduced −2,864 |
| [HEXCEL CORP NEW (HXL)](/companies/hxl.md) | COM | $15.3m | 3.3% | 152,463 |  | Reduced −52,550 |
| [LABORATORY CORP AMER HLDGS (LH)](/companies/lh.md) | COM | $15.2m | 3.3% | 54,385 |  | Added +10,542 |
| [M & T BANK CORP (MTB)](/companies/mtb.md) | COM | $15.2m | 3.3% | 63,885 |  | Reduced −1,290 |
| [APTARGROUP INC (ATR)](/companies/atr.md) | COM | $15.2m | 3.2% | 121,355 |  | Added +34,554 |
| [O REILLY AUTOMOTIVE INC (ORLY)](/companies/orly.md) | COM | $15.1m | 3.2% | 164,080 |  | Added +37,084 |
| [GENTEX CORP (GNTX)](/companies/gntx.md) | COM | $15.1m | 3.2% | 597,167 |  | Reduced −11,815 |
| [IDEX CORP (IEX)](/companies/iex.md) | COM | $14.9m | 3.2% | 65,510 |  | Reduced −14,568 |
| [TORO CO (TTC)](/companies/ttc.md) | COM | $14.3m | 3.1% | 146,959 |  | Reduced −3,194 |
| [WABTEC CORP (WAB)](/companies/wab.md) | COM | $13.9m | 3.0% | 51,647 |  | Reduced −1,037 |
| [TELEFLEX INCORPORATED (TFX)](/companies/tfx.md) | COM | $13.2m | 2.8% | 104,065 |  | Reduced −2,212 |
| [SMUCKER J M CO (SJM)](/companies/sjm.md) | COM | $13.2m | 2.8% | 117,159 |  | Reduced −2,451 |
| [INSIGHT ENTERPRISES INC (NSIT)](/companies/nsit.md) | COM | $13.0m | 2.8% | 106,952 |  | Added +22,517 |
| [ZIMMER HLDGS INC (ZBH)](/companies/zbh.md) | COM | $11.9m | 2.6% | 138,547 |  | Reduced −2,807 |
| [TRIMBLE INC (TRMB)](/companies/trmb.md) | COM | $11.7m | 2.5% | 229,315 |  | Added +114,911 |
| [BERKLEY W R CORP (WRB)](/companies/wrb.md) | COM | $11.5m | 2.5% | 162,554 |  | Added +30,700 |
| [TRACTOR SUPPLY CO (TSCO)](/companies/tsco.md) | COM | $11.4m | 2.4% | 359,937 |  | Added +75,478 |
| [DEVON ENERGY CORP NEW (DVN)](/companies/dvn.md) | COM | $11.3m | 2.4% | 274,418 |  | Reduced −7,213 |
| [ARROW ELECTRS INC (ARW)](/companies/arw.md) | COM | $11.0m | 2.3% | 51,368 |  | Reduced −49,694 |
| [KEYSIGHT TECHNOLOGIES INC (KEYS)](/companies/keys.md) | COM | $10.5m | 2.3% | 30,127 |  | Reduced −8,269 |
| [AZZ INC (AZZ)](/companies/azz.md) | COM | $9.9m | 2.1% | 63,750 |  | Reduced −28,867 |
| [MUELLER WTR PRODS INC (MWA)](/companies/mwa.md) | COM | $9.5m | 2.0% | 367,282 |  | Reduced −7,284 |
| [NORTHERN TRUST CORP (NTRS)](/companies/ntrs.md) | COM | $9.0m | 1.9% | 51,999 |  | Reduced −1,030 |
| [MOHAWK INDS INC (MHK)](/companies/mhk.md) | COM | $7.9m | 1.7% | 65,195 |  | Reduced −1,302 |
| [TEREX CORP NEW (TEX)](/companies/tex.md) | COM | $7.7m | 1.6% | 106,610 |  | Reduced −2,090 |
| [C H ROBINSON WORLDWIDE INC (CHRW)](/companies/chrw.md) | COM | $7.1m | 1.5% | 37,751 |  | Reduced −773 |
| [CASEYS GEN STORES INC (CASY)](/companies/casy.md) | COM | $6.3m | 1.4% | 7,947 |  | Reduced −5,051 |
| [MEDIAALPHA INC (MAX)](/companies/max.md) | COM | $6.1m | 1.3% | 489,098 |  | Reduced −9,913 |
| [FULLER H B CO (FUL)](/companies/ful.md) | COM | $4.5m | 1.0% | 77,354 |  | Reduced −1,573 |
| [RAYONIER INC (RYN)](/companies/ryn.md) | COM | $4.5m | 1.0% | 211,357 |  | New +211,357 |

## Sold out

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

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BROWN & BROWN INC (BRO)](/companies/bro.md) | COM | $0 | 0.0% | 0 |  | Sold out −144,149 |
| [MCCORMICK & CO INC (MKC)](/companies/mkc.md) | COM | $0 | 0.0% | 0 |  | Sold out −75,775 |

Source: SEC EDGAR, Form 13F-HR, accession 0000900169-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.