Filed: 8/4/2026ACC: 0000900169-26-000003
📋 What this filing means
SPEECE THORSON CAPITAL GROUP INC filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $467.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$467.75M
Total AUM (reported)
6.01M
Total Shares
Allocation by class
COM$467.75M100.0%
Portfolio Concentration
Top 3$56.95M12.2%
4–10$115.72M24.7%
11–25$200.95M43.0%
Rest$94.13M20.1%
Top 3 weight
12.2%
Top 10 weight
36.9%
Voting Authority Distribution
Total shares with voting rights: 6.01M
Sole
Full voting authority
6.01M
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)
Sole37
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:
COMMERCE BANCSHARES INC
SOLEShares332.44K
TypeSH
Market value$19.20M
4.10%
Sole
332.44K
Shared
0.00
None
0.00
WHITE MOUNT INS GRP LTD
SOLEShares9.21K
TypeSH
Market value$19.11M
4.08%
Sole
9.21K
Shared
0.00
None
0.00
MGE ENERGY INC
SOLEShares228.68K
TypeSH
Market value$18.65M
3.99%
Sole
228.68K
Shared
0.00
None
0.00
CASS INFORMATION SYS INC
SOLEShares347.33K
TypeSH
Market value$17.82M
3.81%
Sole
347.33K
Shared
0.00
None
0.00
STERIS PLC SHS USD
SOLEShares84.50K
TypeSH
Market value$17.79M
3.80%
Sole
84.50K
Shared
0.00
None
0.00
SONOCO PRODUCTS
SOLEShares300.50K
TypeSH
Market value$16.93M
3.62%
Sole
300.50K
Shared
0.00
None
0.00
MSA SAFETY INC
SOLEShares96.74K
TypeSH
Market value$16.89M
3.61%
Sole
96.74K
Shared
0.00
None
0.00
RPM INTL INC
SOLEShares142.09K
TypeSH
Market value$15.79M
3.38%
Sole
142.09K
Shared
0.00
None
0.00
HEXCEL CORP NEW
SOLEShares152.46K
TypeSH
Market value$15.26M
3.26%
Sole
152.46K
Shared
0.00
None
0.00
LABORATORY CORP AMER HLDGS
SOLEShares54.38K
TypeSH
Market value$15.23M
3.26%
Sole
54.38K
Shared
0.00
None
0.00
M & T BANK CORP
SOLEShares63.88K
TypeSH
Market value$15.21M
3.25%
Sole
63.88K
Shared
0.00
None
0.00
APTARGROUP INC
SOLEShares121.36K
TypeSH
Market value$15.19M
3.25%
Sole
121.36K
Shared
0.00
None
0.00
O REILLY AUTOMOTIVE INC
SOLEShares164.08K
TypeSH
Market value$15.11M
3.23%
Sole
164.08K
Shared
0.00
None
0.00
GENTEX CORP
SOLEShares597.17K
TypeSH
Market value$15.09M
3.23%
Sole
597.17K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares65.51K
TypeSH
Market value$14.87M
3.18%
Sole
65.51K
Shared
0.00
None
0.00
TORO CO
SOLEShares146.96K
TypeSH
Market value$14.32M
3.06%
Sole
146.96K
Shared
0.00
None
0.00
WABTEC CORP
SOLEShares51.65K
TypeSH
Market value$13.92M
2.98%
Sole
51.65K
Shared
0.00
None
0.00
TELEFLEX INCORPORATED
SOLEShares104.06K
TypeSH
Market value$13.19M
2.82%
Sole
104.06K
Shared
0.00
None
0.00
SMUCKER J M CO
SOLEShares117.16K
TypeSH
Market value$13.18M
2.82%
Sole
117.16K
Shared
0.00
None
0.00
INSIGHT ENTERPRISES INC
SOLEShares106.95K
TypeSH
Market value$13.03M
2.79%
Sole
106.95K
Shared
0.00
None
0.00
ZIMMER HLDGS INC
SOLEShares138.55K
TypeSH
Market value$11.93M
2.55%
Sole
138.55K
Shared
0.00
None
0.00
TRIMBLE INC
SOLEShares229.31K
TypeSH
Market value$11.74M
2.51%
Sole
229.31K
Shared
0.00
None
0.00
BERKLEY W R CORP
SOLEShares162.55K
TypeSH
Market value$11.46M
2.45%
Sole
162.55K
Shared
0.00
None
0.00
TRACTOR SUPPLY CO
SOLEShares359.94K
TypeSH
Market value$11.38M
2.43%
Sole
359.94K
Shared
0.00
None
0.00
DEVON ENERGY CORP NEW
SOLEShares274.42K
TypeSH
Market value$11.34M
2.42%
Sole
274.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COMMERCE BANCSHARES INCSOLE | COM | 332.44K | SH | $19.20M 4.10% | 332.44K | 0.00 | 0.00 |
WHITE MOUNT INS GRP LTDSOLE | COM | 9.21K | SH | $19.11M 4.08% | 9.21K | 0.00 | 0.00 |
MGE ENERGY INCSOLE | COM | 228.68K | SH | $18.65M 3.99% | 228.68K | 0.00 | 0.00 |
CASS INFORMATION SYS INCSOLE | COM | 347.33K | SH | $17.82M 3.81% | 347.33K | 0.00 | 0.00 |
STERIS PLC SHS USDSOLE | COM | 84.50K | SH | $17.79M 3.80% | 84.50K | 0.00 | 0.00 |
SONOCO PRODUCTSSOLE | COM | 300.50K | SH | $16.93M 3.62% | 300.50K | 0.00 | 0.00 |
MSA SAFETY INCSOLE | COM | 96.74K | SH | $16.89M 3.61% | 96.74K | 0.00 | 0.00 |
RPM INTL INCSOLE | COM | 142.09K | SH | $15.79M 3.38% | 142.09K | 0.00 | 0.00 |
HEXCEL CORP NEWSOLE | COM | 152.46K | SH | $15.26M 3.26% | 152.46K | 0.00 | 0.00 |
LABORATORY CORP AMER HLDGSSOLE | COM | 54.38K | SH | $15.23M 3.26% | 54.38K | 0.00 | 0.00 |
M & T BANK CORPSOLE | COM | 63.88K | SH | $15.21M 3.25% | 63.88K | 0.00 | 0.00 |
APTARGROUP INCSOLE | COM | 121.36K | SH | $15.19M 3.25% | 121.36K | 0.00 | 0.00 |
O REILLY AUTOMOTIVE INCSOLE | COM | 164.08K | SH | $15.11M 3.23% | 164.08K | 0.00 | 0.00 |
GENTEX CORPSOLE | COM | 597.17K | SH | $15.09M 3.23% | 597.17K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 65.51K | SH | $14.87M 3.18% | 65.51K | 0.00 | 0.00 |
TORO COSOLE | COM | 146.96K | SH | $14.32M 3.06% | 146.96K | 0.00 | 0.00 |
WABTEC CORPSOLE | COM | 51.65K | SH | $13.92M 2.98% | 51.65K | 0.00 | 0.00 |
TELEFLEX INCORPORATEDSOLE | COM | 104.06K | SH | $13.19M 2.82% | 104.06K | 0.00 | 0.00 |
SMUCKER J M COSOLE | COM | 117.16K | SH | $13.18M 2.82% | 117.16K | 0.00 | 0.00 |
INSIGHT ENTERPRISES INCSOLE | COM | 106.95K | SH | $13.03M 2.79% | 106.95K | 0.00 | 0.00 |
ZIMMER HLDGS INCSOLE | COM | 138.55K | SH | $11.93M 2.55% | 138.55K | 0.00 | 0.00 |
TRIMBLE INCSOLE | COM | 229.31K | SH | $11.74M 2.51% | 229.31K | 0.00 | 0.00 |
BERKLEY W R CORPSOLE | COM | 162.55K | SH | $11.46M 2.45% | 162.55K | 0.00 | 0.00 |
TRACTOR SUPPLY COSOLE | COM | 359.94K | SH | $11.38M 2.43% | 359.94K | 0.00 | 0.00 |
DEVON ENERGY CORP NEWSOLE | COM | 274.42K | SH | $11.34M 2.42% | 274.42K | 0.00 | 0.00 |
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