Filed: 5/1/2025ACC: 0000900169-25-000002
📋 What this filing means
SPEECE THORSON CAPITAL GROUP INC filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $485.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$485.6K
Total AUM (reported)
6.50M
Total Shares
Allocation by class
COM$485.6K100.0%
Portfolio Concentration
Top 3$61.2K12.6%
4–10$114.0K23.5%
11–25$202.9K41.8%
Rest$107.4K22.1%
Top 3 weight
12.6%
Top 10 weight
36.1%
Voting Authority Distribution
Total shares with voting rights: 6.50M
Sole
Full voting authority
6.50M
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)
Sole42
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings42
Rows:
WHITE MOUNT INS GRP LTD
SOLEShares11.16K
TypeSH
Market value$21.5K
4.43%
Sole
11.16K
Shared
0.00
None
0.00
ZIMMER HLDGS INC
SOLEShares178.76K
TypeSH
Market value$20.2K
4.17%
Sole
178.76K
Shared
0.00
None
0.00
FMC CORP
SOLEShares462.14K
TypeSH
Market value$19.5K
4.02%
Sole
462.14K
Shared
0.00
None
0.00
RPM INTL INC
SOLEShares165.45K
TypeSH
Market value$19.1K
3.94%
Sole
165.45K
Shared
0.00
None
0.00
SMUCKER J M CO
SOLEShares139.09K
TypeSH
Market value$16.5K
3.39%
Sole
139.09K
Shared
0.00
None
0.00
BERKLEY W R CORP
SOLEShares225.15K
TypeSH
Market value$16.0K
3.30%
Sole
225.15K
Shared
0.00
None
0.00
GENTEX CORP
SOLEShares682.68K
TypeSH
Market value$15.9K
3.28%
Sole
682.68K
Shared
0.00
None
0.00
ARROW ELECTRS INC
SOLEShares152.28K
TypeSH
Market value$15.8K
3.26%
Sole
152.28K
Shared
0.00
None
0.00
HEXCEL CORP NEW
SOLEShares285.81K
TypeSH
Market value$15.7K
3.22%
Sole
285.81K
Shared
0.00
None
0.00
TORO CO
SOLEShares206.41K
TypeSH
Market value$15.0K
3.09%
Sole
206.41K
Shared
0.00
None
0.00
STERIS PLC SHS USD
SOLEShares65.66K
TypeSH
Market value$14.9K
3.06%
Sole
65.66K
Shared
0.00
None
0.00
O REILLY AUTOMOTIVE INC
SOLEShares10.34K
TypeSH
Market value$14.8K
3.05%
Sole
10.34K
Shared
0.00
None
0.00
M & T BANK CORP
SOLEShares82.51K
TypeSH
Market value$14.7K
3.04%
Sole
82.51K
Shared
0.00
None
0.00
MUELLER WTR PRODS INC
SOLEShares574.15K
TypeSH
Market value$14.6K
3.01%
Sole
574.15K
Shared
0.00
None
0.00
COMMERCE BANCSHARES INC
SOLEShares231.23K
TypeSH
Market value$14.4K
2.96%
Sole
231.23K
Shared
0.00
None
0.00
DAVITA HEALTHCARE PARTNERS
SOLEShares92.74K
TypeSH
Market value$14.2K
2.92%
Sole
92.74K
Shared
0.00
None
0.00
CASS INFORMATION SYS INC
SOLEShares322.92K
TypeSH
Market value$14.0K
2.88%
Sole
322.92K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares76.57K
TypeSH
Market value$13.9K
2.85%
Sole
76.57K
Shared
0.00
None
0.00
TRACTOR SUPPLY CO
SOLEShares249.63K
TypeSH
Market value$13.8K
2.83%
Sole
249.63K
Shared
0.00
None
0.00
WABTEC CORP
SOLEShares75.83K
TypeSH
Market value$13.8K
2.83%
Sole
75.83K
Shared
0.00
None
0.00
TELEFLEX INCORPORATED
SOLEShares87.75K
TypeSH
Market value$12.1K
2.50%
Sole
87.75K
Shared
0.00
None
0.00
C H ROBINSON WORLDWIDE INC
SOLEShares117.83K
TypeSH
Market value$12.1K
2.48%
Sole
117.83K
Shared
0.00
None
0.00
APTARGROUP INC
SOLEShares80.86K
TypeSH
Market value$12.0K
2.47%
Sole
80.86K
Shared
0.00
None
0.00
DEVON ENERGY CORP NEW
SOLEShares320.19K
TypeSH
Market value$12.0K
2.47%
Sole
320.19K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares78.82K
TypeSH
Market value$11.8K
2.43%
Sole
78.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WHITE MOUNT INS GRP LTDSOLE | COM | 11.16K | SH | $21.5K 4.43% | 11.16K | 0.00 | 0.00 |
ZIMMER HLDGS INCSOLE | COM | 178.76K | SH | $20.2K 4.17% | 178.76K | 0.00 | 0.00 |
FMC CORPSOLE | COM | 462.14K | SH | $19.5K 4.02% | 462.14K | 0.00 | 0.00 |
RPM INTL INCSOLE | COM | 165.45K | SH | $19.1K 3.94% | 165.45K | 0.00 | 0.00 |
SMUCKER J M COSOLE | COM | 139.09K | SH | $16.5K 3.39% | 139.09K | 0.00 | 0.00 |
BERKLEY W R CORPSOLE | COM | 225.15K | SH | $16.0K 3.30% | 225.15K | 0.00 | 0.00 |
GENTEX CORPSOLE | COM | 682.68K | SH | $15.9K 3.28% | 682.68K | 0.00 | 0.00 |
ARROW ELECTRS INCSOLE | COM | 152.28K | SH | $15.8K 3.26% | 152.28K | 0.00 | 0.00 |
HEXCEL CORP NEWSOLE | COM | 285.81K | SH | $15.7K 3.22% | 285.81K | 0.00 | 0.00 |
TORO COSOLE | COM | 206.41K | SH | $15.0K 3.09% | 206.41K | 0.00 | 0.00 |
STERIS PLC SHS USDSOLE | COM | 65.66K | SH | $14.9K 3.06% | 65.66K | 0.00 | 0.00 |
O REILLY AUTOMOTIVE INCSOLE | COM | 10.34K | SH | $14.8K 3.05% | 10.34K | 0.00 | 0.00 |
M & T BANK CORPSOLE | COM | 82.51K | SH | $14.7K 3.04% | 82.51K | 0.00 | 0.00 |
MUELLER WTR PRODS INCSOLE | COM | 574.15K | SH | $14.6K 3.01% | 574.15K | 0.00 | 0.00 |
COMMERCE BANCSHARES INCSOLE | COM | 231.23K | SH | $14.4K 2.96% | 231.23K | 0.00 | 0.00 |
DAVITA HEALTHCARE PARTNERSSOLE | COM | 92.74K | SH | $14.2K 2.92% | 92.74K | 0.00 | 0.00 |
CASS INFORMATION SYS INCSOLE | COM | 322.92K | SH | $14.0K 2.88% | 322.92K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 76.57K | SH | $13.9K 2.85% | 76.57K | 0.00 | 0.00 |
TRACTOR SUPPLY COSOLE | COM | 249.63K | SH | $13.8K 2.83% | 249.63K | 0.00 | 0.00 |
WABTEC CORPSOLE | COM | 75.83K | SH | $13.8K 2.83% | 75.83K | 0.00 | 0.00 |
TELEFLEX INCORPORATEDSOLE | COM | 87.75K | SH | $12.1K 2.50% | 87.75K | 0.00 | 0.00 |
C H ROBINSON WORLDWIDE INCSOLE | COM | 117.83K | SH | $12.1K 2.48% | 117.83K | 0.00 | 0.00 |
APTARGROUP INCSOLE | COM | 80.86K | SH | $12.0K 2.47% | 80.86K | 0.00 | 0.00 |
DEVON ENERGY CORP NEWSOLE | COM | 320.19K | SH | $12.0K 2.47% | 320.19K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 78.82K | SH | $11.8K 2.43% | 78.82K | 0.00 | 0.00 |
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