Filed: 11/20/2025ACC: 0000900169-25-000007
📋 What this filing means
SPEECE THORSON CAPITAL GROUP INC filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $500.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$500.5K
Total AUM (reported)
6.30M
Total Shares
Allocation by class
COM$500.5K100.0%
Portfolio Concentration
Top 3$60.0K12.0%
4–10$126.1K25.2%
11–25$203.8K40.7%
Rest$110.6K22.1%
Top 3 weight
12.0%
Top 10 weight
37.2%
Voting Authority Distribution
Total shares with voting rights: 6.30M
Sole
Full voting authority
6.30M
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)
Sole44
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings44
Rows:
HEXCEL CORP NEW
SOLEShares329.54K
TypeSH
Market value$20.7K
4.13%
Sole
329.54K
Shared
0.00
None
0.00
RPM INTL INC
SOLEShares166.87K
TypeSH
Market value$19.7K
3.93%
Sole
166.87K
Shared
0.00
None
0.00
ZIMMER HLDGS INC
SOLEShares199.49K
TypeSH
Market value$19.6K
3.93%
Sole
199.49K
Shared
0.00
None
0.00
GENTEX CORP
SOLEShares689.59K
TypeSH
Market value$19.5K
3.90%
Sole
689.59K
Shared
0.00
None
0.00
WHITE MOUNT INS GRP LTD
SOLEShares11.26K
TypeSH
Market value$18.8K
3.76%
Sole
11.26K
Shared
0.00
None
0.00
ARROW ELECTRS INC
SOLEShares153.65K
TypeSH
Market value$18.6K
3.71%
Sole
153.65K
Shared
0.00
None
0.00
M & T BANK CORP
SOLEShares94.02K
TypeSH
Market value$18.6K
3.71%
Sole
94.02K
Shared
0.00
None
0.00
SMUCKER J M CO
SOLEShares164.25K
TypeSH
Market value$17.8K
3.56%
Sole
164.25K
Shared
0.00
None
0.00
O REILLY AUTOMOTIVE INC
SOLEShares156.21K
TypeSH
Market value$16.8K
3.36%
Sole
156.21K
Shared
0.00
None
0.00
TORO CO
SOLEShares208.74K
TypeSH
Market value$15.9K
3.18%
Sole
208.74K
Shared
0.00
None
0.00
WABTEC CORP
SOLEShares76.48K
TypeSH
Market value$15.3K
3.06%
Sole
76.48K
Shared
0.00
None
0.00
SONOCO PRODUCTS
SOLEShares351.05K
TypeSH
Market value$15.1K
3.02%
Sole
351.05K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares89.43K
TypeSH
Market value$14.6K
2.91%
Sole
89.43K
Shared
0.00
None
0.00
TRACTOR SUPPLY CO
SOLEShares251.87K
TypeSH
Market value$14.3K
2.86%
Sole
251.87K
Shared
0.00
None
0.00
COMMERCE BANCSHARES INC
SOLEShares233.26K
TypeSH
Market value$13.9K
2.79%
Sole
233.26K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares79.62K
TypeSH
Market value$13.9K
2.78%
Sole
79.62K
Shared
0.00
None
0.00
CASS INFORMATION SYS INC
SOLEShares351.07K
TypeSH
Market value$13.8K
2.76%
Sole
351.07K
Shared
0.00
None
0.00
LABORATORY CORP AMER HLDGS
SOLEShares47.87K
TypeSH
Market value$13.7K
2.75%
Sole
47.87K
Shared
0.00
None
0.00
STERIS PLC SHS USD
SOLEShares54.98K
TypeSH
Market value$13.6K
2.72%
Sole
54.98K
Shared
0.00
None
0.00
APTARGROUP INC
SOLEShares99.47K
TypeSH
Market value$13.3K
2.66%
Sole
99.47K
Shared
0.00
None
0.00
MSA SAFETY INC
SOLEShares75.30K
TypeSH
Market value$13.0K
2.59%
Sole
75.30K
Shared
0.00
None
0.00
MOHAWK INDS INC
SOLEShares97.28K
TypeSH
Market value$12.5K
2.51%
Sole
97.28K
Shared
0.00
None
0.00
MUELLER WTR PRODS INC
SOLEShares491.02K
TypeSH
Market value$12.5K
2.50%
Sole
491.02K
Shared
0.00
None
0.00
DAVITA HEALTHCARE PARTNERS
SOLEShares93.46K
TypeSH
Market value$12.4K
2.48%
Sole
93.46K
Shared
0.00
None
0.00
BERKLEY W R CORP
SOLEShares153.17K
TypeSH
Market value$11.7K
2.34%
Sole
153.17K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HEXCEL CORP NEWSOLE | COM | 329.54K | SH | $20.7K 4.13% | 329.54K | 0.00 | 0.00 |
RPM INTL INCSOLE | COM | 166.87K | SH | $19.7K 3.93% | 166.87K | 0.00 | 0.00 |
ZIMMER HLDGS INCSOLE | COM | 199.49K | SH | $19.6K 3.93% | 199.49K | 0.00 | 0.00 |
GENTEX CORPSOLE | COM | 689.59K | SH | $19.5K 3.90% | 689.59K | 0.00 | 0.00 |
WHITE MOUNT INS GRP LTDSOLE | COM | 11.26K | SH | $18.8K 3.76% | 11.26K | 0.00 | 0.00 |
ARROW ELECTRS INCSOLE | COM | 153.65K | SH | $18.6K 3.71% | 153.65K | 0.00 | 0.00 |
M & T BANK CORPSOLE | COM | 94.02K | SH | $18.6K 3.71% | 94.02K | 0.00 | 0.00 |
SMUCKER J M COSOLE | COM | 164.25K | SH | $17.8K 3.56% | 164.25K | 0.00 | 0.00 |
O REILLY AUTOMOTIVE INCSOLE | COM | 156.21K | SH | $16.8K 3.36% | 156.21K | 0.00 | 0.00 |
TORO COSOLE | COM | 208.74K | SH | $15.9K 3.18% | 208.74K | 0.00 | 0.00 |
WABTEC CORPSOLE | COM | 76.48K | SH | $15.3K 3.06% | 76.48K | 0.00 | 0.00 |
SONOCO PRODUCTSSOLE | COM | 351.05K | SH | $15.1K 3.02% | 351.05K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 89.43K | SH | $14.6K 2.91% | 89.43K | 0.00 | 0.00 |
TRACTOR SUPPLY COSOLE | COM | 251.87K | SH | $14.3K 2.86% | 251.87K | 0.00 | 0.00 |
COMMERCE BANCSHARES INCSOLE | COM | 233.26K | SH | $13.9K 2.79% | 233.26K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 79.62K | SH | $13.9K 2.78% | 79.62K | 0.00 | 0.00 |
CASS INFORMATION SYS INCSOLE | COM | 351.07K | SH | $13.8K 2.76% | 351.07K | 0.00 | 0.00 |
LABORATORY CORP AMER HLDGSSOLE | COM | 47.87K | SH | $13.7K 2.75% | 47.87K | 0.00 | 0.00 |
STERIS PLC SHS USDSOLE | COM | 54.98K | SH | $13.6K 2.72% | 54.98K | 0.00 | 0.00 |
APTARGROUP INCSOLE | COM | 99.47K | SH | $13.3K 2.66% | 99.47K | 0.00 | 0.00 |
MSA SAFETY INCSOLE | COM | 75.30K | SH | $13.0K 2.59% | 75.30K | 0.00 | 0.00 |
MOHAWK INDS INCSOLE | COM | 97.28K | SH | $12.5K 2.51% | 97.28K | 0.00 | 0.00 |
MUELLER WTR PRODS INCSOLE | COM | 491.02K | SH | $12.5K 2.50% | 491.02K | 0.00 | 0.00 |
DAVITA HEALTHCARE PARTNERSSOLE | COM | 93.46K | SH | $12.4K 2.48% | 93.46K | 0.00 | 0.00 |
BERKLEY W R CORPSOLE | COM | 153.17K | SH | $11.7K 2.34% | 153.17K | 0.00 | 0.00 |
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