Speece Thorson Capital Group as of Dec. 31, 2025
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 | 11k | 2078.05 | |
| Hexcel Corporation (HXL) | 4.6 | $21M | 285k | 73.90 | |
| Commerce Bancshares (CBSH) | 4.1 | $19M | 358k | 52.34 | |
| RPM International (RPM) | 3.5 | $16M | 158k | 104.00 | |
| Arrow Electronics (ARW) | 3.5 | $16M | 145k | 110.18 | |
| Toro Company (TTC) | 3.4 | $16M | 197k | 78.72 | |
| Wabtec Corporation (WAB) | 3.3 | $16M | 72k | 213.45 | |
| Tractor Supply Company (TSCO) | 3.3 | $15M | 307k | 50.01 | |
| MGE Energy (MGEE) | 3.3 | $15M | 196k | 78.42 | |
| Gentex Corporation (GNTX) | 3.3 | $15M | 651k | 23.27 | |
| IDEX Corporation (IEX) | 3.3 | $15M | 85k | 177.94 | |
| Cass Information Systems (CASS) | 3.3 | $15M | 365k | 41.52 | |
| Msa Safety Inc equity (MSA) | 3.2 | $15M | 93k | 160.14 | |
| M&T Bank Corporation (MTB) | 3.2 | $15M | 73k | 201.49 | |
| Sonoco Products Company (SON) | 3.1 | $15M | 332k | 43.64 | |
| Zimmer Holdings (ZBH) | 3.0 | $14M | 155k | 89.92 | |
| O'reilly Automotive (ORLY) | 2.9 | $14M | 148k | 91.21 | |
| Steris Plc Ord equities (STE) | 2.9 | $13M | 52k | 253.53 | |
| J.M. Smucker Company (SJM) | 2.7 | $13M | 129k | 97.81 | |
| Brown & Brown (BRO) | 2.7 | $13M | 157k | 79.70 | |
| AZZ Incorporated (AZZ) | 2.6 | $12M | 113k | 107.18 | |
| Aptar (ATR) | 2.5 | $12M | 94k | 121.96 | |
| Labcorp Holdings (LH) | 2.5 | $11M | 45k | 250.88 | |
| Mueller Water Products (MWA) | 2.4 | $11M | 468k | 23.82 | |
| Devon Energy Corporation (DVN) | 2.4 | $11M | 304k | 36.63 | |
| Keysight Technologies (KEYS) | 2.3 | $11M | 52k | 203.19 | |
| Teleflex Incorporated (TFX) | 2.2 | $10M | 84k | 122.04 | |
| Casey's General Stores (CASY) | 2.2 | $10M | 18k | 552.73 | |
| W.R. Berkley Corporation (WRB) | 2.2 | $10M | 145k | 70.12 | |
| C.H. Robinson Worldwide (CHRW) | 2.2 | $10M | 63k | 160.76 | |
| Mohawk Industries (MHK) | 2.2 | $10M | 92k | 109.30 | |
| DaVita (DVA) | 2.2 | $10M | 89k | 113.61 | |
| Northern Trust Corporation (NTRS) | 1.9 | $8.9M | 65k | 136.59 | |
| Rev | 1.5 | $6.9M | 114k | 60.81 | |
| Williams-Sonoma (WSM) | 0.3 | $1.6M | 8.9k | 178.56 | |
| Mercury General Corporation (MCY) | 0.3 | $1.4M | 15k | 94.06 | |
| Eaton (ETN) | 0.3 | $1.2M | 3.8k | 318.41 | |
| Insight Enterprises (NSIT) | 0.1 | $509k | 6.2k | 81.52 | |
| Henry Schein (HSIC) | 0.1 | $466k | 6.2k | 75.58 | |
| Werner Enterprises (WERN) | 0.1 | $437k | 15k | 30.01 | |
| Progressive Corporation (PGR) | 0.1 | $325k | 1.4k | 227.91 | |
| Leggett & Platt (LEG) | 0.1 | $298k | 27k | 11.00 |
