Speece Thorson Capital Group as of Sept. 30, 2025
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 | |
| RPM International (RPM) | 3.9 | $20M | 167k | 117.88 | |
| Zimmer Holdings (ZBH) | 3.9 | $20M | 200k | 98.50 | |
| Gentex Corporation (GNTX) | 3.9 | $20M | 690k | 28.30 | |
| White Mountains Insurance Gp (WTM) | 3.8 | $19M | 11k | 1671.55 | |
| Arrow Electronics (ARW) | 3.7 | $19M | 154k | 121.00 | |
| M&T Bank Corporation (MTB) | 3.7 | $19M | 94k | 197.62 | |
| J.M. Smucker Company (SJM) | 3.6 | $18M | 164k | 108.60 | |
| O'reilly Automotive (ORLY) | 3.4 | $17M | 156k | 107.81 | |
| Toro Company (TTC) | 3.2 | $16M | 209k | 76.20 | |
| Wabtec Corporation (WAB) | 3.1 | $15M | 77k | 200.47 | |
| Sonoco Products Company (SON) | 3.0 | $15M | 351k | 43.09 | |
| IDEX Corporation (IEX) | 2.9 | $15M | 89k | 162.75 | |
| Tractor Supply Company (TSCO) | 2.9 | $14M | 252k | 56.87 | |
| Commerce Bancshares (CBSH) | 2.8 | $14M | 233k | 59.76 | |
| Keysight Technologies (KEYS) | 2.8 | $14M | 80k | 174.92 | |
| Cass Information Systems (CASS) | 2.8 | $14M | 351k | 39.33 | |
| Labcorp Holdings (LH) | 2.7 | $14M | 48k | 287.06 | |
| Steris Plc Ord equities (STE) | 2.7 | $14M | 55k | 247.45 | |
| Aptar (ATR) | 2.7 | $13M | 100k | 133.66 | |
| Msa Safety Inc equity (MSA) | 2.6 | $13M | 75k | 172.07 | |
| Mohawk Industries (MHK) | 2.5 | $13M | 97k | 128.92 | |
| Mueller Water Products (MWA) | 2.5 | $13M | 491k | 25.52 | |
| DaVita (DVA) | 2.5 | $12M | 94k | 132.87 | |
| W.R. Berkley Corporation (WRB) | 2.3 | $12M | 153k | 76.62 | |
| MGE Energy (MGEE) | 2.3 | $11M | 136k | 84.18 | |
| Devon Energy Corporation (DVN) | 2.3 | $11M | 324k | 35.06 | |
| C.H. Robinson Worldwide (CHRW) | 2.2 | $11M | 83k | 132.40 | |
| Teleflex Incorporated (TFX) | 2.2 | $11M | 89k | 122.36 | |
| Casey's General Stores (CASY) | 2.2 | $11M | 19k | 565.34 | |
| FMC Corporation (FMC) | 2.1 | $10M | 309k | 33.63 | |
| Northern Trust Corporation (NTRS) | 1.8 | $9.2M | 69k | 134.60 | |
| AZZ Incorporated (AZZ) | 1.8 | $9.0M | 83k | 109.12 | |
| Brown & Brown (BRO) | 1.8 | $8.9M | 95k | 93.79 | |
| Rev | 1.4 | $6.9M | 121k | 56.67 | |
| Hormel Foods Corporation (HRL) | 0.8 | $4.2M | 169k | 24.74 | |
| Williams-Sonoma (WSM) | 0.3 | $1.7M | 8.9k | 195.43 | |
| Eaton (ETN) | 0.3 | $1.5M | 3.9k | 374.17 | |
| Mercury General Corporation (MCY) | 0.2 | $1.2M | 15k | 84.81 | |
| Insight Enterprises (NSIT) | 0.1 | $708k | 6.2k | 113.39 | |
| Henry Schein (HSIC) | 0.1 | $409k | 6.2k | 66.33 | |
| Werner Enterprises (WERN) | 0.1 | $383k | 15k | 26.30 | |
| Progressive Corporation (PGR) | 0.1 | $352k | 1.4k | 246.84 | |
| Leggett & Platt (LEG) | 0.0 | $241k | 27k | 8.89 |
