Filed: 4/29/2026ACC: 0000900169-26-000002
📋 What this filing means
SPEECE THORSON CAPITAL GROUP INC filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $439.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$439.0K
Total AUM (reported)
5.86M
Total Shares
Allocation by class
COM$439.0K100.0%
Portfolio Concentration
Top 3$53.9K12.3%
4–10$105.2K24.0%
11–25$188.8K43.0%
Rest$91.1K20.8%
Top 3 weight
12.3%
Top 10 weight
36.2%
Voting Authority Distribution
Total shares with voting rights: 5.86M
Sole
Full voting authority
5.86M
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)
Sole38
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings38
Rows:
WHITE MOUNT INS GRP LTD
SOLEShares9.40K
TypeSH
Market value$20.6K
4.70%
Sole
9.40K
Shared
0.00
None
0.00
COMMERCE BANCSHARES INC
SOLEShares338.64K
TypeSH
Market value$16.7K
3.80%
Sole
338.64K
Shared
0.00
None
0.00
HEXCEL CORP NEW
SOLEShares205.01K
TypeSH
Market value$16.6K
3.78%
Sole
205.01K
Shared
0.00
None
0.00
SONOCO PRODUCTS
SOLEShares306.64K
TypeSH
Market value$16.6K
3.78%
Sole
306.64K
Shared
0.00
None
0.00
CASS INFORMATION SYS INC
SOLEShares354.24K
TypeSH
Market value$15.6K
3.55%
Sole
354.24K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares80.08K
TypeSH
Market value$15.2K
3.46%
Sole
80.08K
Shared
0.00
None
0.00
MGE ENERGY INC
SOLEShares189.55K
TypeSH
Market value$14.7K
3.34%
Sole
189.55K
Shared
0.00
None
0.00
ARROW ELECTRS INC
SOLEShares101.06K
TypeSH
Market value$14.5K
3.30%
Sole
101.06K
Shared
0.00
None
0.00
RPM INTL INC
SOLEShares144.96K
TypeSH
Market value$14.4K
3.28%
Sole
144.96K
Shared
0.00
None
0.00
STERIS PLC SHS USD
SOLEShares64.43K
TypeSH
Market value$14.2K
3.25%
Sole
64.43K
Shared
0.00
None
0.00
DEVON ENERGY CORP NEW
SOLEShares281.63K
TypeSH
Market value$14.2K
3.23%
Sole
281.63K
Shared
0.00
None
0.00
TORO CO
SOLEShares150.15K
TypeSH
Market value$14.0K
3.20%
Sole
150.15K
Shared
0.00
None
0.00
MSA SAFETY INC
SOLEShares85.17K
TypeSH
Market value$14.0K
3.18%
Sole
85.17K
Shared
0.00
None
0.00
M & T BANK CORP
SOLEShares65.17K
TypeSH
Market value$13.5K
3.07%
Sole
65.17K
Shared
0.00
None
0.00
GENTEX CORP
SOLEShares608.98K
TypeSH
Market value$13.3K
3.03%
Sole
608.98K
Shared
0.00
None
0.00
WABTEC CORP
SOLEShares52.68K
TypeSH
Market value$13.2K
3.00%
Sole
52.68K
Shared
0.00
None
0.00
TRACTOR SUPPLY CO
SOLEShares284.46K
TypeSH
Market value$12.9K
2.94%
Sole
284.46K
Shared
0.00
None
0.00
ZIMMER HLDGS INC
SOLEShares141.35K
TypeSH
Market value$12.8K
2.91%
Sole
141.35K
Shared
0.00
None
0.00
TELEFLEX INCORPORATED
SOLEShares106.28K
TypeSH
Market value$12.7K
2.90%
Sole
106.28K
Shared
0.00
None
0.00
O REILLY AUTOMOTIVE INC
SOLEShares127K
TypeSH
Market value$11.7K
2.67%
Sole
127K
Shared
0.00
None
0.00
LABORATORY CORP AMER HLDGS
SOLEShares43.84K
TypeSH
Market value$11.7K
2.66%
Sole
43.84K
Shared
0.00
None
0.00
AZZ INC
SOLEShares92.62K
TypeSH
Market value$11.6K
2.64%
Sole
92.62K
Shared
0.00
None
0.00
SMUCKER J M CO
SOLEShares119.61K
TypeSH
Market value$11.5K
2.63%
Sole
119.61K
Shared
0.00
None
0.00
APTARGROUP INC
SOLEShares86.80K
TypeSH
Market value$10.9K
2.49%
Sole
86.80K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares38.40K
TypeSH
Market value$10.8K
2.47%
Sole
38.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WHITE MOUNT INS GRP LTDSOLE | COM | 9.40K | SH | $20.6K 4.70% | 9.40K | 0.00 | 0.00 |
COMMERCE BANCSHARES INCSOLE | COM | 338.64K | SH | $16.7K 3.80% | 338.64K | 0.00 | 0.00 |
HEXCEL CORP NEWSOLE | COM | 205.01K | SH | $16.6K 3.78% | 205.01K | 0.00 | 0.00 |
SONOCO PRODUCTSSOLE | COM | 306.64K | SH | $16.6K 3.78% | 306.64K | 0.00 | 0.00 |
CASS INFORMATION SYS INCSOLE | COM | 354.24K | SH | $15.6K 3.55% | 354.24K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 80.08K | SH | $15.2K 3.46% | 80.08K | 0.00 | 0.00 |
MGE ENERGY INCSOLE | COM | 189.55K | SH | $14.7K 3.34% | 189.55K | 0.00 | 0.00 |
ARROW ELECTRS INCSOLE | COM | 101.06K | SH | $14.5K 3.30% | 101.06K | 0.00 | 0.00 |
RPM INTL INCSOLE | COM | 144.96K | SH | $14.4K 3.28% | 144.96K | 0.00 | 0.00 |
STERIS PLC SHS USDSOLE | COM | 64.43K | SH | $14.2K 3.25% | 64.43K | 0.00 | 0.00 |
DEVON ENERGY CORP NEWSOLE | COM | 281.63K | SH | $14.2K 3.23% | 281.63K | 0.00 | 0.00 |
TORO COSOLE | COM | 150.15K | SH | $14.0K 3.20% | 150.15K | 0.00 | 0.00 |
MSA SAFETY INCSOLE | COM | 85.17K | SH | $14.0K 3.18% | 85.17K | 0.00 | 0.00 |
M & T BANK CORPSOLE | COM | 65.17K | SH | $13.5K 3.07% | 65.17K | 0.00 | 0.00 |
GENTEX CORPSOLE | COM | 608.98K | SH | $13.3K 3.03% | 608.98K | 0.00 | 0.00 |
WABTEC CORPSOLE | COM | 52.68K | SH | $13.2K 3.00% | 52.68K | 0.00 | 0.00 |
TRACTOR SUPPLY COSOLE | COM | 284.46K | SH | $12.9K 2.94% | 284.46K | 0.00 | 0.00 |
ZIMMER HLDGS INCSOLE | COM | 141.35K | SH | $12.8K 2.91% | 141.35K | 0.00 | 0.00 |
TELEFLEX INCORPORATEDSOLE | COM | 106.28K | SH | $12.7K 2.90% | 106.28K | 0.00 | 0.00 |
O REILLY AUTOMOTIVE INCSOLE | COM | 127K | SH | $11.7K 2.67% | 127K | 0.00 | 0.00 |
LABORATORY CORP AMER HLDGSSOLE | COM | 43.84K | SH | $11.7K 2.66% | 43.84K | 0.00 | 0.00 |
AZZ INCSOLE | COM | 92.62K | SH | $11.6K 2.64% | 92.62K | 0.00 | 0.00 |
SMUCKER J M COSOLE | COM | 119.61K | SH | $11.5K 2.63% | 119.61K | 0.00 | 0.00 |
APTARGROUP INCSOLE | COM | 86.80K | SH | $10.9K 2.49% | 86.80K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 38.40K | SH | $10.8K 2.47% | 38.40K | 0.00 | 0.00 |
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