Filed: 8/5/2025ACC: 0000900169-25-000003
📋 What this filing means
SPEECE THORSON CAPITAL GROUP INC filed this quarterly 13F‑HR report disclosing 43 equity positions with a total reported market value of $491.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$491.1K
Total AUM (reported)
6.31M
Total Shares
Allocation by class
COM$491.1K100.0%
Portfolio Concentration
Top 3$59.1K12.0%
4–10$119.3K24.3%
11–25$207.9K42.3%
Rest$104.9K21.4%
Top 3 weight
12.0%
Top 10 weight
36.3%
Voting Authority Distribution
Total shares with voting rights: 6.31M
Sole
Full voting authority
6.31M
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)
Sole43
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings43
Rows:
WHITE MOUNT INS GRP LTD
SOLEShares11.38K
TypeSH
Market value$20.4K
4.16%
Sole
11.38K
Shared
0.00
None
0.00
ARROW ELECTRS INC
SOLEShares155.44K
TypeSH
Market value$19.8K
4.03%
Sole
155.44K
Shared
0.00
None
0.00
HEXCEL CORP NEW
SOLEShares333.47K
TypeSH
Market value$18.8K
3.84%
Sole
333.47K
Shared
0.00
None
0.00
RPM INTL INC
SOLEShares168.80K
TypeSH
Market value$18.5K
3.78%
Sole
168.80K
Shared
0.00
None
0.00
M & T BANK CORP
SOLEShares95.09K
TypeSH
Market value$18.4K
3.76%
Sole
95.09K
Shared
0.00
None
0.00
ZIMMER HLDGS INC
SOLEShares201.81K
TypeSH
Market value$18.4K
3.75%
Sole
201.81K
Shared
0.00
None
0.00
SMUCKER J M CO
SOLEShares166.18K
TypeSH
Market value$16.3K
3.32%
Sole
166.18K
Shared
0.00
None
0.00
WABTEC CORP
SOLEShares77.34K
TypeSH
Market value$16.2K
3.30%
Sole
77.34K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares90.48K
TypeSH
Market value$15.9K
3.23%
Sole
90.48K
Shared
0.00
None
0.00
SONOCO PRODUCTS
SOLEShares355.14K
TypeSH
Market value$15.5K
3.15%
Sole
355.14K
Shared
0.00
None
0.00
NORTHERN TRUST CORP
SOLEShares121.63K
TypeSH
Market value$15.4K
3.14%
Sole
121.63K
Shared
0.00
None
0.00
GENTEX CORP
SOLEShares697.90K
TypeSH
Market value$15.3K
3.12%
Sole
697.90K
Shared
0.00
None
0.00
TORO CO
SOLEShares211.29K
TypeSH
Market value$14.9K
3.04%
Sole
211.29K
Shared
0.00
None
0.00
COMMERCE BANCSHARES INC
SOLEShares236K
TypeSH
Market value$14.7K
2.99%
Sole
236K
Shared
0.00
None
0.00
CASS INFORMATION SYS INC
SOLEShares330.04K
TypeSH
Market value$14.3K
2.92%
Sole
330.04K
Shared
0.00
None
0.00
O REILLY AUTOMOTIVE INC
SOLEShares157.92K
TypeSH
Market value$14.2K
2.90%
Sole
157.92K
Shared
0.00
None
0.00
MUELLER WTR PRODS INC
SOLEShares583.84K
TypeSH
Market value$14.0K
2.86%
Sole
583.84K
Shared
0.00
None
0.00
DAVITA HEALTHCARE PARTNERS
SOLEShares94.50K
TypeSH
Market value$13.5K
2.74%
Sole
94.50K
Shared
0.00
None
0.00
TRACTOR SUPPLY CO
SOLEShares254.79K
TypeSH
Market value$13.4K
2.74%
Sole
254.79K
Shared
0.00
None
0.00
STERIS PLC SHS USD
SOLEShares55.59K
TypeSH
Market value$13.4K
2.72%
Sole
55.59K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares80.58K
TypeSH
Market value$13.2K
2.69%
Sole
80.58K
Shared
0.00
None
0.00
FMC CORP
SOLEShares312.18K
TypeSH
Market value$13.0K
2.65%
Sole
312.18K
Shared
0.00
None
0.00
APTARGROUP INC
SOLEShares82.66K
TypeSH
Market value$12.9K
2.63%
Sole
82.66K
Shared
0.00
None
0.00
MSA SAFETY INC
SOLEShares76.22K
TypeSH
Market value$12.8K
2.60%
Sole
76.22K
Shared
0.00
None
0.00
LABORATORY CORP AMER HLDGS
SOLEShares48.45K
TypeSH
Market value$12.7K
2.59%
Sole
48.45K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WHITE MOUNT INS GRP LTDSOLE | COM | 11.38K | SH | $20.4K 4.16% | 11.38K | 0.00 | 0.00 |
ARROW ELECTRS INCSOLE | COM | 155.44K | SH | $19.8K 4.03% | 155.44K | 0.00 | 0.00 |
HEXCEL CORP NEWSOLE | COM | 333.47K | SH | $18.8K 3.84% | 333.47K | 0.00 | 0.00 |
RPM INTL INCSOLE | COM | 168.80K | SH | $18.5K 3.78% | 168.80K | 0.00 | 0.00 |
M & T BANK CORPSOLE | COM | 95.09K | SH | $18.4K 3.76% | 95.09K | 0.00 | 0.00 |
ZIMMER HLDGS INCSOLE | COM | 201.81K | SH | $18.4K 3.75% | 201.81K | 0.00 | 0.00 |
SMUCKER J M COSOLE | COM | 166.18K | SH | $16.3K 3.32% | 166.18K | 0.00 | 0.00 |
WABTEC CORPSOLE | COM | 77.34K | SH | $16.2K 3.30% | 77.34K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 90.48K | SH | $15.9K 3.23% | 90.48K | 0.00 | 0.00 |
SONOCO PRODUCTSSOLE | COM | 355.14K | SH | $15.5K 3.15% | 355.14K | 0.00 | 0.00 |
NORTHERN TRUST CORPSOLE | COM | 121.63K | SH | $15.4K 3.14% | 121.63K | 0.00 | 0.00 |
GENTEX CORPSOLE | COM | 697.90K | SH | $15.3K 3.12% | 697.90K | 0.00 | 0.00 |
TORO COSOLE | COM | 211.29K | SH | $14.9K 3.04% | 211.29K | 0.00 | 0.00 |
COMMERCE BANCSHARES INCSOLE | COM | 236K | SH | $14.7K 2.99% | 236K | 0.00 | 0.00 |
CASS INFORMATION SYS INCSOLE | COM | 330.04K | SH | $14.3K 2.92% | 330.04K | 0.00 | 0.00 |
O REILLY AUTOMOTIVE INCSOLE | COM | 157.92K | SH | $14.2K 2.90% | 157.92K | 0.00 | 0.00 |
MUELLER WTR PRODS INCSOLE | COM | 583.84K | SH | $14.0K 2.86% | 583.84K | 0.00 | 0.00 |
DAVITA HEALTHCARE PARTNERSSOLE | COM | 94.50K | SH | $13.5K 2.74% | 94.50K | 0.00 | 0.00 |
TRACTOR SUPPLY COSOLE | COM | 254.79K | SH | $13.4K 2.74% | 254.79K | 0.00 | 0.00 |
STERIS PLC SHS USDSOLE | COM | 55.59K | SH | $13.4K 2.72% | 55.59K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 80.58K | SH | $13.2K 2.69% | 80.58K | 0.00 | 0.00 |
FMC CORPSOLE | COM | 312.18K | SH | $13.0K 2.65% | 312.18K | 0.00 | 0.00 |
APTARGROUP INCSOLE | COM | 82.66K | SH | $12.9K 2.63% | 82.66K | 0.00 | 0.00 |
MSA SAFETY INCSOLE | COM | 76.22K | SH | $12.8K 2.60% | 76.22K | 0.00 | 0.00 |
LABORATORY CORP AMER HLDGSSOLE | COM | 48.45K | SH | $12.7K 2.59% | 48.45K | 0.00 | 0.00 |
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