Speece Thorson Capital Group as of March 31, 2026
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 | 9.4k | 2196.98 | |
| Commerce Bancshares (CBSH) | 3.8 | $17M | 339k | 49.20 | |
| Hexcel Corporation (HXL) | 3.8 | $17M | 205k | 80.93 | |
| Sonoco Products Company (SON) | 3.8 | $17M | 307k | 54.09 | |
| Cass Information Systems (CASS) | 3.6 | $16M | 354k | 44.02 | |
| IDEX Corporation (IEX) | 3.5 | $15M | 80k | 189.55 | |
| MGE Energy (MGEE) | 3.3 | $15M | 190k | 77.29 | |
| Arrow Electronics (ARW) | 3.3 | $15M | 101k | 143.41 | |
| RPM International (RPM) | 3.3 | $14M | 145k | 99.40 | |
| Steris Plc Ord equities (STE) | 3.2 | $14M | 64k | 221.14 | |
| Devon Energy Corporation (DVN) | 3.2 | $14M | 282k | 50.32 | |
| Toro Company (TTC) | 3.2 | $14M | 150k | 93.44 | |
| Msa Safety Inc equity (MSA) | 3.2 | $14M | 85k | 163.95 | |
| M&T Bank Corporation (MTB) | 3.1 | $14M | 65k | 206.72 | |
| Gentex Corporation (GNTX) | 3.0 | $13M | 609k | 21.85 | |
| Wabtec Corporation (WAB) | 3.0 | $13M | 53k | 249.91 | |
| Tractor Supply Company (TSCO) | 2.9 | $13M | 285k | 45.30 | |
| Zimmer Holdings (ZBH) | 2.9 | $13M | 141k | 90.42 | |
| Teleflex Incorporated (TFX) | 2.9 | $13M | 106k | 119.61 | |
| O'reilly Automotive (ORLY) | 2.7 | $12M | 127k | 92.31 | |
| Labcorp Holdings (LH) | 2.7 | $12M | 44k | 266.82 | |
| AZZ Incorporated (AZZ) | 2.6 | $12M | 93k | 125.13 | |
| J.M. Smucker Company (SJM) | 2.6 | $12M | 120k | 96.44 | |
| Aptar (ATR) | 2.5 | $11M | 87k | 126.02 | |
| Keysight Technologies (KEYS) | 2.5 | $11M | 38k | 282.37 | |
| Mueller Water Products (MWA) | 2.3 | $10M | 375k | 27.49 | |
| Casey's General Stores (CASY) | 2.2 | $9.5M | 13k | 727.88 | |
| Brown & Brown (BRO) | 2.1 | $9.4M | 144k | 65.21 | |
| W.R. Berkley Corporation (WRB) | 2.0 | $8.7M | 132k | 66.28 | |
| Trimble Navigation (TRMB) | 1.7 | $7.5M | 114k | 65.23 | |
| Northern Trust Corporation (NTRS) | 1.7 | $7.4M | 53k | 139.57 | |
| Mohawk Industries (MHK) | 1.5 | $6.5M | 67k | 98.46 | |
| Terex Corporation (TEX) | 1.5 | $6.4M | 109k | 59.10 | |
| C.H. Robinson Worldwide (CHRW) | 1.5 | $6.4M | 39k | 166.08 | |
| Insight Enterprises (NSIT) | 1.3 | $5.7M | 84k | 67.01 | |
| H.B. Fuller Company (FUL) | 1.1 | $4.9M | 79k | 61.68 | |
| Mediaalpha Inc-class A (MAX) | 1.1 | $4.6M | 499k | 9.30 | |
| McCormick & Company, Incorporated (MKC) | 0.9 | $3.8M | 76k | 50.44 |
