SPEECE THORSON CAPITAL GROUP INC — 13F Holdings & Portfolio
CIK 900169 · latest 13F-HR filed 2026-04-29
SPEECE THORSON CAPITAL GROUP INC manages $439.0K in 13F-reported U.S. long-equity assets across 38 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are WTM (4.70%), CBSH (3.80%), HXL (3.78%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 9, added to 5, and trimmed 21.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$439.0K
Long-equity book
38
Distinct positions
2026-03-31
Filed 2026-04-29
+5 / −9 / ↑5 / ↓21
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INSIGHT ENTERPRISES INC$5.1K +1011.6%
- DEVON ENERGY CORP NEW$3.1K +27.4%
- TELEFLEX INCORPORATED$2.5K +24.6%
- SONOCO PRODUCTS$2.1K +14.6%
- STERIS PLC SHS USD$1.0K +7.9%
Top Trims
- HEXCEL CORP NEW-$4.5K -21.2%
- C H ROBINSON WORLDWIDE INC-$3.7K -36.7%
- MOHAWK INDS INC-$3.5K -34.9%
- BROWN & BROWN INC-$3.1K -24.9%
- TRACTOR SUPPLY CO-$2.5K -16.2%
New Positions
- TRIMBLE INC$7.5K
- TEREX CORP NEW$6.4K
- FULLER H B CO$4.9K
- MEDIAALPHA INC$4.6K
- MCCORMICK & CO INC$3.8K
Exited Positions
- DAVITA HEALTHCARE PARTNERS$10.1K
- REV GROUP INC$6.9K
- WILLIAMS SONOMA INC$1.6K
- MERCURY GEN CORP NEW$1.4K
- EATON CORP PLC SHS$1.2K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | WHITE MOUNT INS GRP LTD | WTM | G9618E107 | $20.6K | 4.70% | 9,397 | SH |
| 2 | COMMERCE BANCSHARES INC | CBSH | 200525103 | $16.7K | 3.80% | 338,636 | SH |
| 3 | HEXCEL CORP NEW | HXL | 428291108 | $16.6K | 3.78% | 205,013 | SH |
| 4 | SONOCO PRODUCTS | SON | 835495102 | $16.6K | 3.78% | 306,637 | SH |
| 5 | CASS INFORMATION SYS INC | CASS | 14808P109 | $15.6K | 3.55% | 354,237 | SH |
| 6 | IDEX CORP | IEX | 45167R104 | $15.2K | 3.46% | 80,078 | SH |
| 7 | MGE ENERGY INC | MGEE | 55277P104 | $14.7K | 3.34% | 189,547 | SH |
| 8 | ARROW ELECTRS INC | ARW | 042735100 | $14.5K | 3.30% | 101,062 | SH |
| 9 | RPM INTL INC | RPM | 749685103 | $14.4K | 3.28% | 144,959 | SH |
| 10 | STERIS PLC SHS USD | STE | G8473T100 | $14.2K | 3.25% | 64,431 | SH |
| 11 | DEVON ENERGY CORP NEW | DVN | 25179M103 | $14.2K | 3.23% | 281,631 | SH |
| 12 | TORO CO | TTC | 891092108 | $14.0K | 3.20% | 150,153 | SH |
| 13 | MSA SAFETY INC | MSA | 553498106 | $14.0K | 3.18% | 85,165 | SH |
| 14 | M & T BANK CORP | MTB | 55261F104 | $13.5K | 3.07% | 65,175 | SH |
| 15 | GENTEX CORP | GNTX | 371901109 | $13.3K | 3.03% | 608,982 | SH |
| 16 | WABTEC CORP | WAB | 929740108 | $13.2K | 3.00% | 52,684 | SH |
| 17 | TRACTOR SUPPLY CO | TSCO | 892356106 | $12.9K | 2.94% | 284,459 | SH |
| 18 | ZIMMER HLDGS INC | ZBH | 98956P102 | $12.8K | 2.91% | 141,354 | SH |
| 19 | TELEFLEX INCORPORATED | TFX | 879369106 | $12.7K | 2.90% | 106,277 | SH |
| 20 | O REILLY AUTOMOTIVE INC | ORLY | 67103H107 | $11.7K | 2.67% | 126,996 | SH |
| 21 | LABORATORY CORP AMER HLDGS | LH | 504922105 | $11.7K | 2.66% | 43,843 | SH |
| 22 | AZZ INC | AZZ | 002474104 | $11.6K | 2.64% | 92,617 | SH |
| 23 | SMUCKER J M CO | SJM | 832696405 | $11.5K | 2.63% | 119,610 | SH |
| 24 | APTARGROUP INC | ATR | 038336103 | $10.9K | 2.49% | 86,801 | SH |
| 25 | KEYSIGHT TECHNOLOGIES INC | KEYS | 49338L103 | $10.8K | 2.47% | 38,396 | SH |
| 26 | MUELLER WTR PRODS INC | MWA | 624758108 | $10.3K | 2.35% | 374,566 | SH |
| 27 | CASEYS GEN STORES INC | CASY | 147528103 | $9.5K | 2.16% | 12,998 | SH |
| 28 | BROWN & BROWN INC | BRO | 115236101 | $9.4K | 2.14% | 144,149 | SH |
| 29 | BERKLEY W R CORP | WRB | 084423102 | $8.7K | 1.99% | 131,854 | SH |
| 30 | TRIMBLE INC | TRMB | 896239100 | $7.5K | 1.70% | 114,404 | SH |
| 31 | NORTHERN TRUST CORP | NTRS | 665859104 | $7.4K | 1.69% | 53,029 | SH |
| 32 | MOHAWK INDS INC | MHK | 608190104 | $6.5K | 1.49% | 66,497 | SH |
| 33 | TEREX CORP NEW | TEX | 880779103 | $6.4K | 1.46% | 108,700 | SH |
| 34 | C H ROBINSON WORLDWIDE INC | CHRW | 12541W209 | $6.4K | 1.46% | 38,524 | SH |
| 35 | INSIGHT ENTERPRISES INC | NSIT | 45765U103 | $5.7K | 1.29% | 84,435 | SH |
| 36 | FULLER H B CO | FUL | 359694106 | $4.9K | 1.11% | 78,927 | SH |
| 37 | MEDIAALPHA INC | MAX | 58450V104 | $4.6K | 1.06% | 499,011 | SH |
| 38 | MCCORMICK & CO INC | MKC | 579780206 | $3.8K | 0.87% | 75,775 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-29 | $439.0K | 38 | 0000900169-26-000002 |
| 2025-12-31 | 2026-01-29 | $462.0K | 42 | 0000900169-26-000001 |