SPEECE THORSON CAPITAL GROUP INC 13F Holdings

CIK 0000900169 · MINNETONKA, MN

As of Sep 30, 2025, SPEECE THORSON CAPITAL GROUP INC reported 44 positions worth $500.5K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
HEXCEL CORPHXLIndustrials329,538$20.7K4.13%
RPM INTERNATIONAL INCRPMBasic Materials166,873 9.7K3.93%
ZIMMER BIOMET HOLDINGS INCZBHHealthcare199,491 9.7K3.93%
GENTEX CORPGNTXConsumer Cyclical689,585 9.5K3.90%
WHITE MOUNTAINS INSURANCE GROUP LTDWTMFinancial Services11,262 8.8K3.76%
ARROW ELECTRONICS INCARWTechnology153,646 8.6K3.71%
M&T BANK CORPMTBFinancial Services94,021 8.6K3.71%
J M SMUCKER COSJMConsumer Defensive164,248 7.8K3.56%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical156,212 6.8K3.36%
TORO COTTCIndustrials208,738 5.9K3.18%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPWABIndustrials76,480 5.3K3.06%
SONOCO PRODUCTS COSONConsumer Cyclical351,050 5.1K3.02%
IDEX CORPIEXIndustrials89,429 4.6K2.91%
TRACTOR SUPPLY COTSCOConsumer Cyclical251,866 4.3K2.86%
COMMERCE BANCSHARES INCCBSHFinancial Services233,265 3.9K2.79%
KEYSIGHT TECHNOLOGIES INCKEYSTechnology79,620 3.9K2.78%
CASS INFORMATION SYS INCCASSIndustrials351,073 3.8K2.76%
LABCORP HOLDINGS INCLHHealthcare47,868 3.7K2.75%
STERIS PLCSTEHealthcare54,977 3.6K2.72%
APTARGROUP INCATRHealthcare99,470 3.3K2.66%
MSA SAFETY INCMSAIndustrials75,300 3.0K2.59%
MOHAWK INDUSTRIES INCMHKConsumer Cyclical97,277 2.5K2.51%
MUELLER WATER PRODUCTS INCMWAIndustrials491,022 2.5K2.50%
DAVITA INCDVAHealthcare93,463 2.4K2.48%
BERKLEY W R CORPWRBFinancial Services153,169 1.7K2.34%