Filed: 1/29/2026ACC: 0000900169-26-000001
📋 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 $462.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$462.0K
Total AUM (reported)
5.80M
Total Shares
Allocation by class
COM$462.0K100.0%
Portfolio Concentration
Top 3$62.0K13.4%
4–10$109.2K23.6%
11–25$197.4K42.7%
Rest$93.4K20.2%
Top 3 weight
13.4%
Top 10 weight
37.0%
Voting Authority Distribution
Total shares with voting rights: 5.80M
Sole
Full voting authority
5.80M
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
SOLEShares10.67K
TypeSH
Market value$22.2K
4.80%
Sole
10.67K
Shared
0.00
None
0.00
HEXCEL CORP NEW
SOLEShares284.90K
TypeSH
Market value$21.1K
4.56%
Sole
284.90K
Shared
0.00
None
0.00
COMMERCE BANCSHARES INC
SOLEShares357.94K
TypeSH
Market value$18.7K
4.06%
Sole
357.94K
Shared
0.00
None
0.00
RPM INTL INC
SOLEShares157.66K
TypeSH
Market value$16.4K
3.55%
Sole
157.66K
Shared
0.00
None
0.00
ARROW ELECTRS INC
SOLEShares145.23K
TypeSH
Market value$16.0K
3.46%
Sole
145.23K
Shared
0.00
None
0.00
TORO CO
SOLEShares196.63K
TypeSH
Market value$15.5K
3.35%
Sole
196.63K
Shared
0.00
None
0.00
WABTEC CORP
SOLEShares72.39K
TypeSH
Market value$15.5K
3.34%
Sole
72.39K
Shared
0.00
None
0.00
TRACTOR SUPPLY CO
SOLEShares307.36K
TypeSH
Market value$15.4K
3.33%
Sole
307.36K
Shared
0.00
None
0.00
MGE ENERGY INC
SOLEShares195.60K
TypeSH
Market value$15.3K
3.32%
Sole
195.60K
Shared
0.00
None
0.00
GENTEX CORP
SOLEShares650.91K
TypeSH
Market value$15.1K
3.28%
Sole
650.91K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares85.11K
TypeSH
Market value$15.1K
3.28%
Sole
85.11K
Shared
0.00
None
0.00
CASS INFORMATION SYS INC
SOLEShares364.60K
TypeSH
Market value$15.1K
3.28%
Sole
364.60K
Shared
0.00
None
0.00
MSA SAFETY INC
SOLEShares93.16K
TypeSH
Market value$14.9K
3.23%
Sole
93.16K
Shared
0.00
None
0.00
M & T BANK CORP
SOLEShares73.24K
TypeSH
Market value$14.8K
3.19%
Sole
73.24K
Shared
0.00
None
0.00
SONOCO PRODUCTS
SOLEShares331.61K
TypeSH
Market value$14.5K
3.13%
Sole
331.61K
Shared
0.00
None
0.00
ZIMMER HLDGS INC
SOLEShares155.18K
TypeSH
Market value$14.0K
3.02%
Sole
155.18K
Shared
0.00
None
0.00
O REILLY AUTOMOTIVE INC
SOLEShares148.15K
TypeSH
Market value$13.5K
2.93%
Sole
148.15K
Shared
0.00
None
0.00
STERIS PLC SHS USD
SOLEShares52.06K
TypeSH
Market value$13.2K
2.86%
Sole
52.06K
Shared
0.00
None
0.00
SMUCKER J M CO
SOLEShares129.30K
TypeSH
Market value$12.6K
2.74%
Sole
129.30K
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares157.11K
TypeSH
Market value$12.5K
2.71%
Sole
157.11K
Shared
0.00
None
0.00
AZZ INC
SOLEShares113.31K
TypeSH
Market value$12.1K
2.63%
Sole
113.31K
Shared
0.00
None
0.00
APTARGROUP INC
SOLEShares93.91K
TypeSH
Market value$11.5K
2.48%
Sole
93.91K
Shared
0.00
None
0.00
LABORATORY CORP AMER HLDGS
SOLEShares45.13K
TypeSH
Market value$11.3K
2.45%
Sole
45.13K
Shared
0.00
None
0.00
MUELLER WTR PRODS INC
SOLEShares467.58K
TypeSH
Market value$11.1K
2.41%
Sole
467.58K
Shared
0.00
None
0.00
DEVON ENERGY CORP NEW
SOLEShares303.61K
TypeSH
Market value$11.1K
2.41%
Sole
303.61K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WHITE MOUNT INS GRP LTDSOLE | COM | 10.67K | SH | $22.2K 4.80% | 10.67K | 0.00 | 0.00 |
HEXCEL CORP NEWSOLE | COM | 284.90K | SH | $21.1K 4.56% | 284.90K | 0.00 | 0.00 |
COMMERCE BANCSHARES INCSOLE | COM | 357.94K | SH | $18.7K 4.06% | 357.94K | 0.00 | 0.00 |
RPM INTL INCSOLE | COM | 157.66K | SH | $16.4K 3.55% | 157.66K | 0.00 | 0.00 |
ARROW ELECTRS INCSOLE | COM | 145.23K | SH | $16.0K 3.46% | 145.23K | 0.00 | 0.00 |
TORO COSOLE | COM | 196.63K | SH | $15.5K 3.35% | 196.63K | 0.00 | 0.00 |
WABTEC CORPSOLE | COM | 72.39K | SH | $15.5K 3.34% | 72.39K | 0.00 | 0.00 |
TRACTOR SUPPLY COSOLE | COM | 307.36K | SH | $15.4K 3.33% | 307.36K | 0.00 | 0.00 |
MGE ENERGY INCSOLE | COM | 195.60K | SH | $15.3K 3.32% | 195.60K | 0.00 | 0.00 |
GENTEX CORPSOLE | COM | 650.91K | SH | $15.1K 3.28% | 650.91K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 85.11K | SH | $15.1K 3.28% | 85.11K | 0.00 | 0.00 |
CASS INFORMATION SYS INCSOLE | COM | 364.60K | SH | $15.1K 3.28% | 364.60K | 0.00 | 0.00 |
MSA SAFETY INCSOLE | COM | 93.16K | SH | $14.9K 3.23% | 93.16K | 0.00 | 0.00 |
M & T BANK CORPSOLE | COM | 73.24K | SH | $14.8K 3.19% | 73.24K | 0.00 | 0.00 |
SONOCO PRODUCTSSOLE | COM | 331.61K | SH | $14.5K 3.13% | 331.61K | 0.00 | 0.00 |
ZIMMER HLDGS INCSOLE | COM | 155.18K | SH | $14.0K 3.02% | 155.18K | 0.00 | 0.00 |
O REILLY AUTOMOTIVE INCSOLE | COM | 148.15K | SH | $13.5K 2.93% | 148.15K | 0.00 | 0.00 |
STERIS PLC SHS USDSOLE | COM | 52.06K | SH | $13.2K 2.86% | 52.06K | 0.00 | 0.00 |
SMUCKER J M COSOLE | COM | 129.30K | SH | $12.6K 2.74% | 129.30K | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 157.11K | SH | $12.5K 2.71% | 157.11K | 0.00 | 0.00 |
AZZ INCSOLE | COM | 113.31K | SH | $12.1K 2.63% | 113.31K | 0.00 | 0.00 |
APTARGROUP INCSOLE | COM | 93.91K | SH | $11.5K 2.48% | 93.91K | 0.00 | 0.00 |
LABORATORY CORP AMER HLDGSSOLE | COM | 45.13K | SH | $11.3K 2.45% | 45.13K | 0.00 | 0.00 |
MUELLER WTR PRODS INCSOLE | COM | 467.58K | SH | $11.1K 2.41% | 467.58K | 0.00 | 0.00 |
DEVON ENERGY CORP NEWSOLE | COM | 303.61K | SH | $11.1K 2.41% | 303.61K | 0.00 | 0.00 |
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