SPEECE THORSON CAPITAL GROUP INC Q1 2025 Filing
Filed May 1, 2025
Portfolio Value
$485.6M
Holdings
42
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WTMWHITE MOUNT INS GRP LTD | 11,159 | $21.5M | 4.43% | |
| 2 | ZBHZIMMER HLDGS INC | 178,761 | $20.2M | 4.17% | |
| 3 | FMCFMC CORP | 462,145 | $19.5M | 4.02% | |
| 4 | RPMRPM INTL INC | 165,448 | $19.1M | 3.94% | |
| 5 | SJMSMUCKER J M CO | 139,087 | $16.5M | 3.39% | |
| 6 | WRBBERKLEY W R CORP | 225,151 | $16.0M | 3.30% | |
| 7 | GNTXGENTEX CORP | 682,684 | $15.9M | 3.28% | |
| 8 | ARWARROW ELECTRS INC | 152,279 | $15.8M | 3.26% | |
| 9 | HXLHEXCEL CORP NEW | 285,814 | $15.7M | 3.22% | |
| 10 | TTCTORO CO | 206,412 | $15.0M | 3.09% | |
| 11 | STESTERIS PLC SHS USD | 65,658 | $14.9M | 3.06% | |
| 12 | ORLYO REILLY AUTOMOTIVE INC | 10,340 | $14.8M | 3.05% | |
| 13 | MTBM & T BANK CORP | 82,509 | $14.7M | 3.04% | |
| 14 | JT5MUELLER WTR PRODS INC | 574,151 | $14.6M | 3.01% | |
| 15 | CBSHCOMMERCE BANCSHARES INC | 231,232 | $14.4M | 2.96% | |
| 16 | DVADAVITA HEALTHCARE PARTNERS | 92,740 | $14.2M | 2.92% | |
| 17 | CASSCASS INFORMATION SYS INC | 322,918 | $14.0M | 2.88% | |
| 18 | IEXIDEX CORP | 76,567 | $13.9M | 2.85% | |
| 19 | TSCOTRACTOR SUPPLY CO | 249,635 | $13.8M | 2.83% | |
| 20 | WABWABTEC CORP | 75,832 | $13.8M | 2.83% | |
| 21 | TFXTELEFLEX INCORPORATED | 87,747 | $12.1M | 2.50% | |
| 22 | CHRWC H ROBINSON WORLDWIDE INC | 117,831 | $12.1M | 2.48% | |
| 23 | ATRAPTARGROUP INC | 80,864 | $12.0M | 2.47% | |
| 24 | DVNDEVON ENERGY CORP NEW | 320,188 | $12.0M | 2.47% | |
| 25 | KEYSKEYSIGHT TECHNOLOGIES INC | 78,818 | $11.8M | 2.43% | |
| 26 | NTRSNORTHERN TRUST CORP | 119,282 | $11.8M | 2.42% | |
| 27 | BROBROWN & BROWN INC | 94,083 | $11.7M | 2.41% | |
| 28 | LHLABORATORY CORP AMER HLDGS | 47,435 | $11.0M | 2.27% | |
| 29 | MHKMOHAWK INDS INC | 96,448 | $11.0M | 2.27% | |
| 30 | MSAMSA SAFETY INC | 74,263 | $10.9M | 2.24% | |
| 31 | SONSONOCO PRODUCTS | 217,255 | $10.3M | 2.11% | |
| 32 | MG1MGE ENERGY INC | 109,570 | $10.2M | 2.10% | |
| 33 | CASYCASEYS GEN STORES INC | 23,062 | $10.0M | 2.06% | |
| 34 | WERNWERNER ENTERPRISES INC | 293,274 | $8.6M | 1.77% | |
| 35 | 1RGREV GROUP INC | 153,233 | $4.8M | 1.00% | |
| 36 | LEGLEGGETT & PLATT INC | 248,773 | $2.0M | 0.41% | |
| 37 | WSMWILLIAMS SONOMA INC | 8,888 | $1.4M | 0.29% | |
| 38 | ETNEATON CORP PLC SHS | 3,926 | $1.1M | 0.22% | |
| 39 | IEIINSIGHT ENTERPRISES INC | 6,244 | $937K | 0.19% | |
| 40 | MCYMERCURY GEN CORP NEW | 15,157 | $847K | 0.17% | |
| 41 | HSICSCHEIN HENRY INC | 7,024 | $481K | 0.10% | |
| 42 | PGRPROGRESSIVE CORP OHIO | 1,426 | $404K | 0.08% |