Speece Thorson Capital Group

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

  • Top 5 stock holdings are HXL, RPM, ZBH, GNTX, WTM, and represent 19.65% of Speece Thorson Capital Group's stock portfolio.
  • Added to shares of these 4 stocks: HRL, ATR, MGEE, CASS.
  • Started 1 new stock position in HRL.
  • Reduced shares in these 10 stocks: NTRS (-$7.1M), CASY, MWA, REVG, HXL, GNTX, ZBH, RPM, ARW, MTB.
  • Speece Thorson Capital Group was a net seller of stock by $-9.5M.
  • Speece Thorson Capital Group has $501M in assets under management (AUM), dropping by 1.90%.
  • Central Index Key (CIK): 0000900169

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Portfolio Holdings for Speece Thorson Capital Group

Speece Thorson Capital Group holds 44 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Hexcel Corporation (HXL) 4.1 $21M 330k 62.70
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RPM International (RPM) 3.9 $20M 167k 117.88
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Zimmer Holdings (ZBH) 3.9 $20M 200k 98.50
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Gentex Corporation (GNTX) 3.9 $20M 690k 28.30
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White Mountains Insurance Gp (WTM) 3.8 $19M 11k 1671.55
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Arrow Electronics (ARW) 3.7 $19M 154k 121.00
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M&T Bank Corporation (MTB) 3.7 $19M 94k 197.62
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J.M. Smucker Company (SJM) 3.6 $18M 164k 108.60
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O'reilly Automotive (ORLY) 3.4 $17M 156k 107.81
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Toro Company (TTC) 3.2 $16M 209k 76.20
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Wabtec Corporation (WAB) 3.1 $15M 77k 200.47
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Sonoco Products Company (SON) 3.0 $15M 351k 43.09
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IDEX Corporation (IEX) 2.9 $15M 89k 162.75
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Tractor Supply Company (TSCO) 2.9 $14M 252k 56.87
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Commerce Bancshares (CBSH) 2.8 $14M 233k 59.76
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Keysight Technologies (KEYS) 2.8 $14M 80k 174.92
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Cass Information Systems (CASS) 2.8 $14M +6% 351k 39.33
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Labcorp Holdings (LH) 2.7 $14M 48k 287.06
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Steris Plc Ord equities (STE) 2.7 $14M 55k 247.45
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Aptar (ATR) 2.7 $13M +20% 100k 133.66
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Msa Safety Inc equity (MSA) 2.6 $13M 75k 172.07
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Mohawk Industries (MHK) 2.5 $13M 97k 128.92
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Mueller Water Products (MWA) 2.5 $13M -15% 491k 25.52
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DaVita (DVA) 2.5 $12M 94k 132.87
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W.R. Berkley Corporation (WRB) 2.3 $12M 153k 76.62
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MGE Energy (MGEE) 2.3 $11M +20% 136k 84.18
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Devon Energy Corporation (DVN) 2.3 $11M 324k 35.06
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C.H. Robinson Worldwide (CHRW) 2.2 $11M 83k 132.40
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Teleflex Incorporated (TFX) 2.2 $11M 89k 122.36
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Casey's General Stores (CASY) 2.2 $11M -18% 19k 565.34
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FMC Corporation (FMC) 2.1 $10M 309k 33.63
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Northern Trust Corporation (NTRS) 1.8 $9.2M -43% 69k 134.60
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AZZ Incorporated (AZZ) 1.8 $9.0M 83k 109.12
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Brown & Brown (BRO) 1.8 $8.9M 95k 93.79
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Rev (REVG) 1.4 $6.9M -23% 121k 56.67
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Hormel Foods Corporation (HRL) 0.8 $4.2M NEW 169k 24.74
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Williams-Sonoma (WSM) 0.3 $1.7M 8.9k 195.43
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Eaton (ETN) 0.3 $1.5M 3.9k 374.17
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Mercury General Corporation (MCY) 0.2 $1.2M 15k 84.81
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Insight Enterprises (NSIT) 0.1 $708k 6.2k 113.39
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Henry Schein (HSIC) 0.1 $409k 6.2k 66.33
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Werner Enterprises (WERN) 0.1 $383k 15k 26.30
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Progressive Corporation (PGR) 0.1 $352k 1.4k 246.84
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Leggett & Platt (LEG) 0.0 $241k 27k 8.89
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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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