Speece Thorson Capital Group

Latest statistics and disclosures from Speece Thorson Capital Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are WTM, HXL, CBSH, RPM, ARW, and represent 20.43% of Speece Thorson Capital Group's stock portfolio.
  • Added to shares of these 7 stocks: CBSH (+$6.5M), BRO, MGEE, AZZ, MSA, TSCO, CASS.
  • Reduced shares in these 10 stocks: FMC (-$10M), KEYS (-$5.6M), MTB, HRL, ZBH, SJM, HXL, CHRW, WTM, RPM.
  • Sold out of its positions in FMC, HRL.
  • Speece Thorson Capital Group was a net seller of stock by $-28M.
  • Speece Thorson Capital Group has $462M in assets under management (AUM), dropping by -7.70%.
  • Central Index Key (CIK): 0000900169

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Portfolio Holdings for Speece Thorson Capital Group

Speece Thorson Capital Group holds 42 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
White Mountains Insurance Gp (WTM) 4.8 $22M -5% 11k 2078.05
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Hexcel Corporation (HXL) 4.6 $21M -13% 285k 73.90
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Commerce Bancshares (CBSH) 4.1 $19M +53% 358k 52.34
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RPM International (RPM) 3.5 $16M -5% 158k 104.00
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Arrow Electronics (ARW) 3.5 $16M -5% 145k 110.18
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Toro Company (TTC) 3.4 $16M -5% 197k 78.72
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Wabtec Corporation (WAB) 3.3 $16M -5% 72k 213.45
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Tractor Supply Company (TSCO) 3.3 $15M +22% 307k 50.01
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MGE Energy (MGEE) 3.3 $15M +44% 196k 78.42
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Gentex Corporation (GNTX) 3.3 $15M -5% 651k 23.27
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IDEX Corporation (IEX) 3.3 $15M -4% 85k 177.94
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Cass Information Systems (CASS) 3.3 $15M +3% 365k 41.52
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Msa Safety Inc equity (MSA) 3.2 $15M +23% 93k 160.14
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M&T Bank Corporation (MTB) 3.2 $15M -22% 73k 201.49
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Sonoco Products Company (SON) 3.1 $15M -5% 332k 43.64
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Zimmer Holdings (ZBH) 3.0 $14M -22% 155k 89.92
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O'reilly Automotive (ORLY) 2.9 $14M -5% 148k 91.21
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Steris Plc Ord equities (STE) 2.9 $13M -5% 52k 253.53
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J.M. Smucker Company (SJM) 2.7 $13M -21% 129k 97.81
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Brown & Brown (BRO) 2.7 $13M +65% 157k 79.70
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AZZ Incorporated (AZZ) 2.6 $12M +37% 113k 107.18
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Aptar (ATR) 2.5 $12M -5% 94k 121.96
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Labcorp Holdings (LH) 2.5 $11M -5% 45k 250.88
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Mueller Water Products (MWA) 2.4 $11M -4% 468k 23.82
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Devon Energy Corporation (DVN) 2.4 $11M -6% 304k 36.63
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Keysight Technologies (KEYS) 2.3 $11M -34% 52k 203.19
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Teleflex Incorporated (TFX) 2.2 $10M -5% 84k 122.04
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Casey's General Stores (CASY) 2.2 $10M -4% 18k 552.73
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W.R. Berkley Corporation (WRB) 2.2 $10M -5% 145k 70.12
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C.H. Robinson Worldwide (CHRW) 2.2 $10M -24% 63k 160.76
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Mohawk Industries (MHK) 2.2 $10M -5% 92k 109.30
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DaVita (DVA) 2.2 $10M -5% 89k 113.61
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Northern Trust Corporation (NTRS) 1.9 $8.9M -4% 65k 136.59
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Rev 1.5 $6.9M -5% 114k 60.81
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Williams-Sonoma (WSM) 0.3 $1.6M 8.9k 178.56
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Mercury General Corporation (MCY) 0.3 $1.4M 15k 94.06
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Eaton (ETN) 0.3 $1.2M -3% 3.8k 318.41
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Insight Enterprises (NSIT) 0.1 $509k 6.2k 81.52
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Henry Schein (HSIC) 0.1 $466k 6.2k 75.58
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Werner Enterprises (WERN) 0.1 $437k 15k 30.01
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Progressive Corporation (PGR) 0.1 $325k 1.4k 227.91
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Leggett & Platt (LEG) 0.1 $298k 27k 11.00
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Past Filings by Speece Thorson Capital Group

SEC 13F filings are viewable for Speece Thorson Capital Group going back to 2011

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