Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SPEECE THORSON CAPITAL GROUP INC (CIK 900169) reported $439.0M across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WTM ($20.6M, 4.70%), CBSH ($16.7M, 3.80%), HXL ($16.6M, 3.78%), SON ($16.6M, 3.78%), CASS ($15.6M, 3.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WTM | WHITE MOUNT INS GRP LTD | $20.6M | 4.70% | 9,397 | Trimmed |
| 2 | CBSH | COMMERCE BANCSHARES INC | $16.7M | 3.80% | 338,636 | Trimmed |
| 3 | HXL | HEXCEL CORP NEW | $16.6M | 3.78% | 205,013 | Trimmed |
| 4 | SON | SONOCO PRODUCTS | $16.6M | 3.78% | 306,637 | Trimmed |
| 5 | CASS | CASS INFORMATION SYS INC | $15.6M | 3.55% | 354,237 | Trimmed |
| 6 | IEX | IDEX CORP | $15.2M | 3.46% | 80,078 | Trimmed |
| 7 | MGEE | MGE ENERGY INC | $14.7M | 3.34% | 189,547 | Trimmed |
| 8 | ARW | ARROW ELECTRS INC | $14.5M | 3.30% | 101,062 | Trimmed |
| 9 | RPM | RPM INTL INC | $14.4M | 3.28% | 144,959 | Trimmed |
| 10 | STE | STERIS PLC SHS USD | $14.2M | 3.25% | 64,431 | Added |
| 11 | DVN | DEVON ENERGY CORP NEW | $14.2M | 3.23% | 281,631 | Trimmed |
| 12 | TTC | TORO CO | $14.0M | 3.20% | 150,153 | Trimmed |
| 13 | MSA | MSA SAFETY INC | $14.0M | 3.18% | 85,165 | Trimmed |
| 14 | MTB | M & T BANK CORP | $13.5M | 3.07% | 65,175 | Trimmed |
| 15 | GNTX | GENTEX CORP | $13.3M | 3.03% | 608,982 | Trimmed |
| 16 | WAB | WABTEC CORP | $13.2M | 3.00% | 52,684 | Trimmed |
| 17 | TSCO | TRACTOR SUPPLY CO | $12.9M | 2.94% | 284,459 | Trimmed |
| 18 | ZBH | ZIMMER HLDGS INC | $12.8M | 2.91% | 141,354 | Trimmed |
| 19 | TFX | TELEFLEX INCORPORATED | $12.7M | 2.90% | 106,277 | Added |
| 20 | ORLY | O REILLY AUTOMOTIVE INC | $11.7M | 2.67% | 126,996 | Trimmed |
| 21 | LH | LABORATORY CORP AMER HLDGS | $11.7M | 2.66% | 43,843 | Trimmed |
| 22 | AZZ | AZZ INC | $11.6M | 2.64% | 92,617 | Trimmed |
| 23 | SJM | SMUCKER J M CO | $11.5M | 2.63% | 119,610 | Trimmed |
| 24 | ATR | APTARGROUP INC | $10.9M | 2.49% | 86,801 | Trimmed |
| 25 | KEYS | KEYSIGHT TECHNOLOGIES INC | $10.8M | 2.47% | 38,396 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31