SPEECE THORSON CAPITAL GROUP INC Q3 2025 Filing
Filed November 20, 2025
Portfolio Value
$500.5M
Holdings
44
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HXLHEXCEL CORP NEW | 329,538 | $20.7M | 4.13% | |
| 2 | RPMRPM INTL INC | 166,873 | $19.7M | 3.93% | |
| 3 | ZBHZIMMER HLDGS INC | 199,491 | $19.6M | 3.93% | |
| 4 | GNTXGENTEX CORP | 689,585 | $19.5M | 3.90% | |
| 5 | WTMWHITE MOUNT INS GRP LTD | 11,262 | $18.8M | 3.76% | |
| 6 | ARWARROW ELECTRS INC | 153,646 | $18.6M | 3.71% | |
| 7 | MTBM & T BANK CORP | 94,021 | $18.6M | 3.71% | |
| 8 | SJMSMUCKER J M CO | 164,248 | $17.8M | 3.56% | |
| 9 | ORLYO REILLY AUTOMOTIVE INC | 156,212 | $16.8M | 3.36% | |
| 10 | TTCTORO CO | 208,738 | $15.9M | 3.18% | |
| 11 | WABWABTEC CORP | 76,480 | $15.3M | 3.06% | |
| 12 | SONSONOCO PRODUCTS | 351,050 | $15.1M | 3.02% | |
| 13 | IEXIDEX CORP | 89,429 | $14.6M | 2.91% | |
| 14 | TSCOTRACTOR SUPPLY CO | 251,866 | $14.3M | 2.86% | |
| 15 | CBSHCOMMERCE BANCSHARES INC | 233,265 | $13.9M | 2.79% | |
| 16 | KEYSKEYSIGHT TECHNOLOGIES INC | 79,620 | $13.9M | 2.78% | |
| 17 | CASSCASS INFORMATION SYS INC | 351,073 | $13.8M | 2.76% | |
| 18 | LHLABORATORY CORP AMER HLDGS | 47,868 | $13.7M | 2.75% | |
| 19 | STESTERIS PLC SHS USD | 54,977 | $13.6M | 2.72% | |
| 20 | ATRAPTARGROUP INC | 99,470 | $13.3M | 2.66% | |
| 21 | MSAMSA SAFETY INC | 75,300 | $13.0M | 2.59% | |
| 22 | MHKMOHAWK INDS INC | 97,277 | $12.5M | 2.51% | |
| 23 | JT5MUELLER WTR PRODS INC | 491,022 | $12.5M | 2.50% | |
| 24 | DVADAVITA HEALTHCARE PARTNERS | 93,463 | $12.4M | 2.48% | |
| 25 | WRBBERKLEY W R CORP | 153,169 | $11.7M | 2.34% | |
| 26 | MG1MGE ENERGY INC | 135,559 | $11.4M | 2.28% | |
| 27 | DVNDEVON ENERGY CORP NEW | 323,606 | $11.3M | 2.27% | |
| 28 | CHRWC H ROBINSON WORLDWIDE INC | 83,150 | $11.0M | 2.20% | |
| 29 | TFXTELEFLEX INCORPORATED | 88,757 | $10.9M | 2.17% | |
| 30 | CASYCASEYS GEN STORES INC | 19,199 | $10.9M | 2.17% | |
| 31 | FMCFMC CORP | 308,478 | $10.4M | 2.07% | |
| 32 | NTRSNORTHERN TRUST CORP | 68,669 | $9.2M | 1.85% | |
| 33 | AZZAZZ INC | 82,704 | $9.0M | 1.80% | |
| 34 | BROBROWN & BROWN INC | 94,787 | $8.9M | 1.78% | |
| 35 | 1RGREV GROUP INC | 120,886 | $6.9M | 1.37% | |
| 36 | HRLHORMEL FOODS CORP | 168,522 | $4.2M | 0.83% | |
| 37 | WSMWILLIAMS SONOMA INC | 8,888 | $1.7M | 0.35% | |
| 38 | ETNEATON CORP PLC SHS | 3,926 | $1.5M | 0.29% | |
| 39 | MCYMERCURY GEN CORP NEW | 14,586 | $1.2M | 0.25% | |
| 40 | IEIINSIGHT ENTERPRISES INC | 6,244 | $708K | 0.14% | |
| 41 | HSICSCHEIN HENRY INC | 6,166 | $409K | 0.08% | |
| 42 | WERNWERNER ENTERPRISES INC | 14,563 | $383K | 0.08% | |
| 43 | PGRPROGRESSIVE CORP OHIO | 1,426 | $352K | 0.07% | |
| 44 | LEGLEGGETT & PLATT INC | 27,094 | $241K | 0.05% |