Speece Thorson Capital Group as of June 30, 2025
Portfolio Holdings for Speece Thorson Capital Group
Speece Thorson Capital Group holds 43 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| White Mountains Insurance Gp (WTM) | 4.2 | $20M | 11k | 1795.75 | |
| Arrow Electronics (ARW) | 4.0 | $20M | 155k | 127.43 | |
| Hexcel Corporation (HXL) | 3.8 | $19M | 334k | 56.49 | |
| RPM International (RPM) | 3.8 | $19M | 169k | 109.84 | |
| M&T Bank Corporation (MTB) | 3.8 | $18M | 95k | 193.98 | |
| Zimmer Holdings (ZBH) | 3.7 | $18M | 202k | 91.21 | |
| J.M. Smucker Company (SJM) | 3.3 | $16M | 166k | 98.20 | |
| Wabtec Corporation (WAB) | 3.3 | $16M | 77k | 209.35 | |
| IDEX Corporation (IEX) | 3.2 | $16M | 91k | 175.57 | |
| Sonoco Products Company (SON) | 3.1 | $16M | 355k | 43.56 | |
| Northern Trust Corporation (NTRS) | 3.1 | $15M | 122k | 126.79 | |
| Gentex Corporation (GNTX) | 3.1 | $15M | 698k | 21.99 | |
| Toro Company (TTC) | 3.0 | $15M | 211k | 70.68 | |
| Commerce Bancshares (CBSH) | 3.0 | $15M | 236k | 62.17 | |
| Cass Information Systems (CASS) | 2.9 | $14M | 330k | 43.45 | |
| O'reilly Automotive (ORLY) | 2.9 | $14M | 158k | 90.13 | |
| Mueller Water Products (MWA) | 2.9 | $14M | 584k | 24.04 | |
| DaVita (DVA) | 2.7 | $14M | 95k | 142.45 | |
| Tractor Supply Company (TSCO) | 2.7 | $13M | 255k | 52.77 | |
| Steris Plc Ord equities (STE) | 2.7 | $13M | 56k | 240.22 | |
| Keysight Technologies (KEYS) | 2.7 | $13M | 81k | 163.85 | |
| FMC Corporation (FMC) | 2.7 | $13M | 312k | 41.75 | |
| Aptar (ATR) | 2.6 | $13M | 83k | 156.43 | |
| Msa Safety Inc equity (MSA) | 2.6 | $13M | 76k | 167.53 | |
| Labcorp Holdings (LH) | 2.6 | $13M | 48k | 262.51 | |
| Casey's General Stores (CASY) | 2.4 | $12M | 23k | 510.29 | |
| W.R. Berkley Corporation (WRB) | 2.3 | $11M | 155k | 73.47 | |
| Teleflex Incorporated (TFX) | 2.2 | $11M | 90k | 118.36 | |
| Brown & Brown (BRO) | 2.2 | $11M | 96k | 110.87 | |
| Devon Energy Corporation (DVN) | 2.1 | $10M | 328k | 31.81 | |
| Mohawk Industries (MHK) | 2.1 | $10M | 98k | 104.84 | |
| MGE Energy (MGEE) | 2.0 | $9.9M | 112k | 88.44 | |
| C.H. Robinson Worldwide (CHRW) | 1.6 | $8.1M | 84k | 95.95 | |
| AZZ Incorporated (AZZ) | 1.6 | $7.9M | 84k | 94.48 | |
| Rev (REVG) | 1.5 | $7.5M | 157k | 47.59 | |
| Williams-Sonoma (WSM) | 0.3 | $1.5M | 8.9k | 163.37 | |
| Eaton (ETN) | 0.3 | $1.4M | 3.9k | 357.11 | |
| Mercury General Corporation (MCY) | 0.2 | $982k | 15k | 67.32 | |
| Insight Enterprises (NSIT) | 0.2 | $862k | 6.2k | 138.05 | |
| Henry Schein (HSIC) | 0.1 | $450k | 6.2k | 72.98 | |
| Werner Enterprises (WERN) | 0.1 | $398k | 15k | 27.33 | |
| Progressive Corporation (PGR) | 0.1 | $381k | 1.4k | 267.18 | |
| Leggett & Platt (LEG) | 0.0 | $242k | 27k | 8.93 |
