Filed: 2/13/2025ACC: 0000900169-25-000001
📋 What this filing means
SPEECE THORSON CAPITAL GROUP INC filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $506.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$506.9K
Total AUM (reported)
6.62M
Total Shares
Allocation by class
COM$506.9K100.0%
Portfolio Concentration
Top 3$65.0K12.8%
4–10$120.6K23.8%
11–25$210.9K41.6%
Rest$110.5K21.8%
Top 3 weight
12.8%
Top 10 weight
36.6%
Voting Authority Distribution
Total shares with voting rights: 6.62M
Sole
Full voting authority
6.62M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole41
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings41
Rows:
FMC CORP
SOLEShares456.51K
TypeSH
Market value$22.2K
4.38%
Sole
456.51K
Shared
0.00
None
0.00
WHITE MOUNT INS GRP LTD
SOLEShares11.34K
TypeSH
Market value$22.1K
4.35%
Sole
11.34K
Shared
0.00
None
0.00
RPM INTL INC
SOLEShares168.31K
TypeSH
Market value$20.7K
4.09%
Sole
168.31K
Shared
0.00
None
0.00
ZIMMER HLDGS INC
SOLEShares181.80K
TypeSH
Market value$19.2K
3.79%
Sole
181.80K
Shared
0.00
None
0.00
HEXCEL CORP NEW
SOLEShares290.99K
TypeSH
Market value$18.2K
3.60%
Sole
290.99K
Shared
0.00
None
0.00
ARROW ELECTRS INC
SOLEShares154.95K
TypeSH
Market value$17.5K
3.46%
Sole
154.95K
Shared
0.00
None
0.00
TORO CO
SOLEShares210.16K
TypeSH
Market value$16.8K
3.32%
Sole
210.16K
Shared
0.00
None
0.00
GENTEX CORP
SOLEShares577.24K
TypeSH
Market value$16.6K
3.27%
Sole
577.24K
Shared
0.00
None
0.00
SCHEIN HENRY INC
SOLEShares236.91K
TypeSH
Market value$16.4K
3.23%
Sole
236.91K
Shared
0.00
None
0.00
M & T BANK CORP
SOLEShares83.88K
TypeSH
Market value$15.8K
3.11%
Sole
83.88K
Shared
0.00
None
0.00
DAVITA HEALTHCARE PARTNERS
SOLEShares105.42K
TypeSH
Market value$15.8K
3.11%
Sole
105.42K
Shared
0.00
None
0.00
SMUCKER J M CO
SOLEShares141.49K
TypeSH
Market value$15.6K
3.07%
Sole
141.49K
Shared
0.00
None
0.00
O REILLY AUTOMOTIVE INC
SOLEShares12.94K
TypeSH
Market value$15.3K
3.03%
Sole
12.94K
Shared
0.00
None
0.00
MUELLER WTR PRODS INC
SOLEShares677.65K
TypeSH
Market value$15.2K
3.01%
Sole
677.65K
Shared
0.00
None
0.00
SONOCO PRODUCTS
SOLEShares307.68K
TypeSH
Market value$15.0K
2.97%
Sole
307.68K
Shared
0.00
None
0.00
COMMERCE BANCSHARES INC
SOLEShares235.19K
TypeSH
Market value$14.7K
2.89%
Sole
235.19K
Shared
0.00
None
0.00
WABTEC CORP
SOLEShares77.07K
TypeSH
Market value$14.6K
2.88%
Sole
77.07K
Shared
0.00
None
0.00
STERIS PLC SHS USD
SOLEShares66.75K
TypeSH
Market value$13.7K
2.71%
Sole
66.75K
Shared
0.00
None
0.00
TRACTOR SUPPLY CO
SOLEShares253.90K
TypeSH
Market value$13.5K
2.66%
Sole
253.90K
Shared
0.00
None
0.00
CASS INFORMATION SYS INC
SOLEShares328.94K
TypeSH
Market value$13.5K
2.65%
Sole
328.94K
Shared
0.00
None
0.00
BERKLEY W R CORP
SOLEShares228.76K
TypeSH
Market value$13.4K
2.64%
Sole
228.76K
Shared
0.00
None
0.00
TELEFLEX INCORPORATED
SOLEShares72.78K
TypeSH
Market value$13.0K
2.56%
Sole
72.78K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares80.20K
TypeSH
Market value$12.9K
2.54%
Sole
80.20K
Shared
0.00
None
0.00
NORTHERN TRUST CORP
SOLEShares121.24K
TypeSH
Market value$12.4K
2.45%
Sole
121.24K
Shared
0.00
None
0.00
C H ROBINSON WORLDWIDE INC
SOLEShares119.87K
TypeSH
Market value$12.4K
2.44%
Sole
119.87K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FMC CORPSOLE | COM | 456.51K | SH | $22.2K 4.38% | 456.51K | 0.00 | 0.00 |
WHITE MOUNT INS GRP LTDSOLE | COM | 11.34K | SH | $22.1K 4.35% | 11.34K | 0.00 | 0.00 |
RPM INTL INCSOLE | COM | 168.31K | SH | $20.7K 4.09% | 168.31K | 0.00 | 0.00 |
ZIMMER HLDGS INCSOLE | COM | 181.80K | SH | $19.2K 3.79% | 181.80K | 0.00 | 0.00 |
HEXCEL CORP NEWSOLE | COM | 290.99K | SH | $18.2K 3.60% | 290.99K | 0.00 | 0.00 |
ARROW ELECTRS INCSOLE | COM | 154.95K | SH | $17.5K 3.46% | 154.95K | 0.00 | 0.00 |
TORO COSOLE | COM | 210.16K | SH | $16.8K 3.32% | 210.16K | 0.00 | 0.00 |
GENTEX CORPSOLE | COM | 577.24K | SH | $16.6K 3.27% | 577.24K | 0.00 | 0.00 |
SCHEIN HENRY INCSOLE | COM | 236.91K | SH | $16.4K 3.23% | 236.91K | 0.00 | 0.00 |
M & T BANK CORPSOLE | COM | 83.88K | SH | $15.8K 3.11% | 83.88K | 0.00 | 0.00 |
DAVITA HEALTHCARE PARTNERSSOLE | COM | 105.42K | SH | $15.8K 3.11% | 105.42K | 0.00 | 0.00 |
SMUCKER J M COSOLE | COM | 141.49K | SH | $15.6K 3.07% | 141.49K | 0.00 | 0.00 |
O REILLY AUTOMOTIVE INCSOLE | COM | 12.94K | SH | $15.3K 3.03% | 12.94K | 0.00 | 0.00 |
MUELLER WTR PRODS INCSOLE | COM | 677.65K | SH | $15.2K 3.01% | 677.65K | 0.00 | 0.00 |
SONOCO PRODUCTSSOLE | COM | 307.68K | SH | $15.0K 2.97% | 307.68K | 0.00 | 0.00 |
COMMERCE BANCSHARES INCSOLE | COM | 235.19K | SH | $14.7K 2.89% | 235.19K | 0.00 | 0.00 |
WABTEC CORPSOLE | COM | 77.07K | SH | $14.6K 2.88% | 77.07K | 0.00 | 0.00 |
STERIS PLC SHS USDSOLE | COM | 66.75K | SH | $13.7K 2.71% | 66.75K | 0.00 | 0.00 |
TRACTOR SUPPLY COSOLE | COM | 253.90K | SH | $13.5K 2.66% | 253.90K | 0.00 | 0.00 |
CASS INFORMATION SYS INCSOLE | COM | 328.94K | SH | $13.5K 2.65% | 328.94K | 0.00 | 0.00 |
BERKLEY W R CORPSOLE | COM | 228.76K | SH | $13.4K 2.64% | 228.76K | 0.00 | 0.00 |
TELEFLEX INCORPORATEDSOLE | COM | 72.78K | SH | $13.0K 2.56% | 72.78K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 80.20K | SH | $12.9K 2.54% | 80.20K | 0.00 | 0.00 |
NORTHERN TRUST CORPSOLE | COM | 121.24K | SH | $12.4K 2.45% | 121.24K | 0.00 | 0.00 |
C H ROBINSON WORLDWIDE INCSOLE | COM | 119.87K | SH | $12.4K 2.44% | 119.87K | 0.00 | 0.00 |
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