SPEECE THORSON CAPITAL GROUP INC
CIK: 0000900169Latest portfolio: $462.0M · Q4 2025
Holdings
42
Total Value
$462.0M
New Positions
0
Closed Positions
2
Top Holdings
View All 42 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | WTMWHITE MOUNT INS GRP LTD | 10,672 | $22.2M | 4.80% | -590 | |
| 2 | HXLHEXCEL CORP NEW | 284,905 | $21.1M | 4.56% | -44,633 | |
| 3 | CBSHCOMMERCE BANCSHARES INC | 357,936 | $18.7M | 4.06% | +125K | |
| 4 | RPMRPM INTL INC | 157,660 | $16.4M | 3.55% | -9,213 | |
| 5 | ARWARROW ELECTRS INC | 145,231 | $16.0M | 3.46% | -8,415 | |
| 6 | TTCTORO CO | 196,634 | $15.5M | 3.35% | -12,104 | |
| 7 | WABWABTEC CORP | 72,387 | $15.5M | 3.34% | -4,093 | |
| 8 | TSCOTRACTOR SUPPLY CO | 307,359 | $15.4M | 3.33% | +55K | |
| 9 | MG1MGE ENERGY INC | 195,596 | $15.3M | 3.32% | +60K | |
| 10 | GNTXGENTEX CORP | 650,913 | $15.1M | 3.28% | -38,672 | |
| 11 | IEXIDEX CORP | 85,112 | $15.1M | 3.28% | -4,317 | |
| 12 | CASSCASS INFORMATION SYS INC | 364,597 | $15.1M | 3.28% | +14K | |
| 13 | MSAMSA SAFETY INC | 93,158 | $14.9M | 3.23% | +18K | |
| 14 | MTBM & T BANK CORP | 73,241 | $14.8M | 3.19% | -20,780 | |
| 15 | SONSONOCO PRODUCTS | 331,607 | $14.5M | 3.13% | -19,443 | |
| 16 | ZBHZIMMER HLDGS INC | 155,178 | $14.0M | 3.02% | -44,313 | |
| 17 | ORLYO REILLY AUTOMOTIVE INC | 148,154 | $13.5M | 2.93% | -8,058 | |
| 18 | STESTERIS PLC SHS USD | 52,065 | $13.2M | 2.86% | -2,912 | |
| 19 | SJMSMUCKER J M CO | 129,299 | $12.6M | 2.74% | -34,949 | |
| 20 | BROBROWN & BROWN INC | 157,113 | $12.5M | 2.71% | +62K | |
| 21 | AZZAZZ INC | 113,313 | $12.1M | 2.63% | +31K | |
| 22 | ATRAPTARGROUP INC | 93,908 | $11.5M | 2.48% | -5,562 | |
| 23 | LHLABORATORY CORP AMER HLDGS | 45,125 | $11.3M | 2.45% | -2,743 | |
| 24 | JT5MUELLER WTR PRODS INC | 467,585 | $11.1M | 2.41% | -23,437 | |
| 25 | DVNDEVON ENERGY CORP NEW | 303,613 | $11.1M | 2.41% | -19,993 |
Quarterly Changes
Sector Breakdown
Industrials0.0% ($2.1054154791545112e+37T)
Financial Services0.0% ($2.2177187341475715e+29T)
Consumer Cyclical0.0% ($1.5371151471447114e+27T)
Healthcare0.0% ($1.3954132001145311e+23T)
Unknown0.0% ($15339.1T)
Technology0.0% ($1.6T)
Basic Materials0.0% ($16.4M)
Consumer Defensive0.0% ($12.6M)
Energy0.0% ($11.1M)
Filing History
Fund Information
SPEECE THORSON CAPITAL GROUP INC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $462.0M across 42 holdings. The largest position is WHITE MOUNT INS GRP LTD (WTM), representing 4.8% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.