SPEECE THORSON CAPITAL GROUP INC Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$491.1M
Holdings
43
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WTMWHITE MOUNT INS GRP LTD | 11,383 | $20.4M | 4.16% | |
| 2 | ARWARROW ELECTRS INC | 155,443 | $19.8M | 4.03% | |
| 3 | HXLHEXCEL CORP NEW | 333,471 | $18.8M | 3.84% | |
| 4 | RPMRPM INTL INC | 168,804 | $18.5M | 3.78% | |
| 5 | MTBM & T BANK CORP | 95,090 | $18.4M | 3.76% | |
| 6 | ZBHZIMMER HLDGS INC | 201,810 | $18.4M | 3.75% | |
| 7 | SJMSMUCKER J M CO | 166,179 | $16.3M | 3.32% | |
| 8 | WABWABTEC CORP | 77,343 | $16.2M | 3.30% | |
| 9 | IEXIDEX CORP | 90,484 | $15.9M | 3.23% | |
| 10 | SONSONOCO PRODUCTS | 355,136 | $15.5M | 3.15% | |
| 11 | NTRSNORTHERN TRUST CORP | 121,634 | $15.4M | 3.14% | |
| 12 | GNTXGENTEX CORP | 697,903 | $15.3M | 3.12% | |
| 13 | TTCTORO CO | 211,290 | $14.9M | 3.04% | |
| 14 | CBSHCOMMERCE BANCSHARES INC | 235,996 | $14.7M | 2.99% | |
| 15 | CASSCASS INFORMATION SYS INC | 330,036 | $14.3M | 2.92% | |
| 16 | ORLYO REILLY AUTOMOTIVE INC | 157,917 | $14.2M | 2.90% | |
| 17 | JT5MUELLER WTR PRODS INC | 583,840 | $14.0M | 2.86% | |
| 18 | DVADAVITA HEALTHCARE PARTNERS | 94,502 | $13.5M | 2.74% | |
| 19 | TSCOTRACTOR SUPPLY CO | 254,789 | $13.4M | 2.74% | |
| 20 | STESTERIS PLC SHS USD | 55,587 | $13.4M | 2.72% | |
| 21 | KEYSKEYSIGHT TECHNOLOGIES INC | 80,584 | $13.2M | 2.69% | |
| 22 | FMCFMC CORP | 312,177 | $13.0M | 2.65% | |
| 23 | ATRAPTARGROUP INC | 82,655 | $12.9M | 2.63% | |
| 24 | MSAMSA SAFETY INC | 76,221 | $12.8M | 2.60% | |
| 25 | LHLABORATORY CORP AMER HLDGS | 48,448 | $12.7M | 2.59% | |
| 26 | CASYCASEYS GEN STORES INC | 23,418 | $11.9M | 2.43% | |
| 27 | WRBBERKLEY W R CORP | 154,920 | $11.4M | 2.32% | |
| 28 | TFXTELEFLEX INCORPORATED | 89,843 | $10.6M | 2.17% | |
| 29 | BROBROWN & BROWN INC | 95,854 | $10.6M | 2.16% | |
| 30 | DVNDEVON ENERGY CORP NEW | 327,824 | $10.4M | 2.12% | |
| 31 | MHKMOHAWK INDS INC | 98,378 | $10.3M | 2.10% | |
| 32 | MG1MGE ENERGY INC | 112,160 | $9.9M | 2.02% | |
| 33 | CHRWC H ROBINSON WORLDWIDE INC | 84,113 | $8.1M | 1.64% | |
| 34 | AZZAZZ INC | 83,714 | $7.9M | 1.61% | |
| 35 | 1RGREV GROUP INC | 157,265 | $7.5M | 1.52% | |
| 36 | WSMWILLIAMS SONOMA INC | 8,888 | $1.5M | 0.30% | |
| 37 | ETNEATON CORP PLC SHS | 3,926 | $1.4M | 0.29% | |
| 38 | MCYMERCURY GEN CORP NEW | 14,586 | $982K | 0.20% | |
| 39 | IEIINSIGHT ENTERPRISES INC | 6,244 | $862K | 0.18% | |
| 40 | HSICSCHEIN HENRY INC | 6,166 | $450K | 0.09% | |
| 41 | WERNWERNER ENTERPRISES INC | 14,563 | $398K | 0.08% | |
| 42 | PGRPROGRESSIVE CORP OHIO | 1,426 | $381K | 0.08% | |
| 43 | LEGLEGGETT & PLATT INC | 27,094 | $242K | 0.05% |