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, CBSH, HXL, SON, CASS, and represent 19.61% of Speece Thorson Capital Group's stock portfolio.
  • Added to shares of these 8 stocks: TRMB (+$7.5M), TEX (+$6.4M), NSIT (+$5.2M), FUL, MAX, MKC, STE, TFX.
  • Started 5 new stock positions in TRMB, MAX, MKC, FUL, TEX.
  • Reduced shares in these 10 stocks: , Rev (-$6.9M), HXL (-$6.5M), ARW (-$6.3M), WAB, TTC, CHRW, CASY, KEYS, WTM.
  • Sold out of its positions in DVA, LEG, MCY, PGR, Rev, HSIC, WERN, WSM, ETN.
  • Speece Thorson Capital Group was a net seller of stock by $-49M.
  • Speece Thorson Capital Group has $439M in assets under management (AUM), dropping by -4.97%.
  • Central Index Key (CIK): 0000900169

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Portfolio Holdings for Speece Thorson Capital Group

Speece Thorson Capital Group holds 38 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
White Mountains Insurance Gp (WTM) 4.7 $21M -11% 9.4k 2196.98
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Commerce Bancshares (CBSH) 3.8 $17M -5% 339k 49.20
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Hexcel Corporation (HXL) 3.8 $17M -28% 205k 80.93
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Sonoco Products Company (SON) 3.8 $17M -7% 307k 54.09
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Cass Information Systems (CASS) 3.6 $16M -2% 354k 44.02
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IDEX Corporation (IEX) 3.5 $15M -5% 80k 189.55
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MGE Energy (MGEE) 3.3 $15M -3% 190k 77.29
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Arrow Electronics (ARW) 3.3 $15M -30% 101k 143.41
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RPM International (RPM) 3.3 $14M -8% 145k 99.40
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Steris Plc Ord equities (STE) 3.2 $14M +23% 64k 221.14
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Devon Energy Corporation (DVN) 3.2 $14M -7% 282k 50.32
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Toro Company (TTC) 3.2 $14M -23% 150k 93.44
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Msa Safety Inc equity (MSA) 3.2 $14M -8% 85k 163.95
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M&T Bank Corporation (MTB) 3.1 $14M -11% 65k 206.72
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Gentex Corporation (GNTX) 3.0 $13M -6% 609k 21.85
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Wabtec Corporation (WAB) 3.0 $13M -27% 53k 249.91
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Tractor Supply Company (TSCO) 2.9 $13M -7% 285k 45.30
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Zimmer Holdings (ZBH) 2.9 $13M -8% 141k 90.42
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Teleflex Incorporated (TFX) 2.9 $13M +27% 106k 119.61
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O'reilly Automotive (ORLY) 2.7 $12M -14% 127k 92.31
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Labcorp Holdings (LH) 2.7 $12M -2% 44k 266.82
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AZZ Incorporated (AZZ) 2.6 $12M -18% 93k 125.13
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J.M. Smucker Company (SJM) 2.6 $12M -7% 120k 96.44
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Aptar (ATR) 2.5 $11M -7% 87k 126.02
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Keysight Technologies (KEYS) 2.5 $11M -26% 38k 282.37
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Mueller Water Products (MWA) 2.3 $10M -19% 375k 27.49
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Casey's General Stores (CASY) 2.2 $9.5M -29% 13k 727.88
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Brown & Brown (BRO) 2.1 $9.4M -8% 144k 65.21
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W.R. Berkley Corporation (WRB) 2.0 $8.7M -8% 132k 66.28
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Trimble Navigation (TRMB) 1.7 $7.5M NEW 114k 65.23
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Northern Trust Corporation (NTRS) 1.7 $7.4M -18% 53k 139.57
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Mohawk Industries (MHK) 1.5 $6.5M -27% 67k 98.46
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Terex Corporation (TEX) 1.5 $6.4M NEW 109k 59.10
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C.H. Robinson Worldwide (CHRW) 1.5 $6.4M -38% 39k 166.08
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Insight Enterprises (NSIT) 1.3 $5.7M +1252% 84k 67.01
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H.B. Fuller Company (FUL) 1.1 $4.9M NEW 79k 61.68
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Mediaalpha Inc-class A (MAX) 1.1 $4.6M NEW 499k 9.30
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McCormick & Company, Incorporated (MKC) 0.9 $3.8M NEW 76k 50.44
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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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