SPEECE THORSON CAPITAL GROUP INC
38 holdingsFiling period: 2026-03-31Current AUM: $488.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | WHITE MOUNT INS GRP LTD | 9.4K | $20.6M | $20.6M | 4.23% | -1,275 | 2026-03-31 |
| 2 | CBSH | COMMERCE BANCSHARES INC | 338.6K | $16.7M | $20.1M | 4.11% | -19,300 | 2026-03-31 |
| 3 | HXL | HEXCEL CORP NEW | 205.0K | $16.6M | $21.1M | 4.32% | -79,892 | 2026-03-31 |
| 4 | SON | SONOCO PRODUCTS | 306.6K | $16.6M | $17.3M | 3.54% | -24,970 | 2026-03-31 |
| 5 | CASS | CASS INFORMATION SYS INC | 354.2K | $15.6M | $19.8M | 4.06% | -10,360 | 2026-03-31 |
| 6 | IEX | IDEX CORP | 80.1K | $15.2M | $18.5M | 3.78% | -5,034 | 2026-03-31 |
| 7 | MGEE | MGE ENERGY INC | 189.5K | $14.7M | $15.1M | 3.09% | -6,049 | 2026-03-31 |
| 8 | ARW | ARROW ELECTRS INC | 101.1K | $14.5M | $21.9M | 4.48% | -44,169 | 2026-03-31 |
| 9 | RPM | RPM INTL INC | 145.0K | $14.4M | $15.5M | 3.18% | -12,701 | 2026-03-31 |
| 10 | — | STERIS PLC SHS USD | 64.4K | $14.2M | $14.2M | 2.92% | +12.4K | 2026-03-31 |
| 11 | DVN | DEVON ENERGY CORP NEW | 281.6K | $14.2M | $12.7M | 2.60% | -21,982 | 2026-03-31 |
| 12 | TTC | TORO CO | 150.2K | $14.0M | $13.8M | 2.83% | -46,481 | 2026-03-31 |
| 13 | MSA | MSA SAFETY INC | 85.2K | $14.0M | $16.2M | 3.32% | -7,993 | 2026-03-31 |
| 14 | MTB | M & T BANK CORP | 65.2K | $13.5M | $16.1M | 3.29% | -8,066 | 2026-03-31 |
| 15 | GNTX | GENTEX CORP | 609.0K | $13.3M | $14.2M | 2.91% | -41,931 | 2026-03-31 |
| 16 | WAB | WABTEC CORP | 52.7K | $13.2M | $15.3M | 3.14% | -19,703 | 2026-03-31 |
| 17 | TSCO | TRACTOR SUPPLY CO | 284.5K | $12.9M | $8.8M | 1.79% | -22,900 | 2026-03-31 |
| 18 | ZBH | ZIMMER HLDGS INC | 141.4K | $12.8M | $13.3M | 2.72% | -13,824 | 2026-03-31 |
| 19 | TFX | TELEFLEX INCORPORATED | 106.3K | $12.7M | $14.5M | 2.98% | +22.7K | 2026-03-31 |
| 20 | ORLY | O REILLY AUTOMOTIVE INC | 127.0K | $11.7M | $11.3M | 2.33% | -21,158 | 2026-03-31 |
| 21 | LH | LABORATORY CORP AMER HLDGS | 43.8K | $11.7M | $13.6M | 2.78% | -1,282 | 2026-03-31 |
| 22 | AZZ | AZZ INC | 92.6K | $11.6M | $13.4M | 2.75% | -20,696 | 2026-03-31 |
| 23 | SJM | SMUCKER J M CO | 119.6K | $11.5M | $14.3M | 2.92% | -9,689 | 2026-03-31 |
| 24 | ATR | APTARGROUP INC | 86.8K | $10.9M | $11.6M | 2.38% | -7,107 | 2026-03-31 |
| 25 | KEYS | KEYSIGHT TECHNOLOGIES INC | 38.4K | $10.8M | $12.3M | 2.51% | -13,511 | 2026-03-31 |
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