SPEECE THORSON CAPITAL GROUP INC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$462.0M
Holdings
42
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WTMWHITE MOUNT INS GRP LTD | 10,672 | $22.2M | 4.80% | |
| 2 | HXLHEXCEL CORP NEW | 284,905 | $21.1M | 4.56% | |
| 3 | CBSHCOMMERCE BANCSHARES INC | 357,936 | $18.7M | 4.06% | |
| 4 | RPMRPM INTL INC | 157,660 | $16.4M | 3.55% | |
| 5 | ARWARROW ELECTRS INC | 145,231 | $16.0M | 3.46% | |
| 6 | TTCTORO CO | 196,634 | $15.5M | 3.35% | |
| 7 | WABWABTEC CORP | 72,387 | $15.5M | 3.34% | |
| 8 | TSCOTRACTOR SUPPLY CO | 307,359 | $15.4M | 3.33% | |
| 9 | MG1MGE ENERGY INC | 195,596 | $15.3M | 3.32% | |
| 10 | GNTXGENTEX CORP | 650,913 | $15.1M | 3.28% | |
| 11 | IEXIDEX CORP | 85,112 | $15.1M | 3.28% | |
| 12 | CASSCASS INFORMATION SYS INC | 364,597 | $15.1M | 3.28% | |
| 13 | MSAMSA SAFETY INC | 93,158 | $14.9M | 3.23% | |
| 14 | MTBM & T BANK CORP | 73,241 | $14.8M | 3.19% | |
| 15 | SONSONOCO PRODUCTS | 331,607 | $14.5M | 3.13% | |
| 16 | ZBHZIMMER HLDGS INC | 155,178 | $14.0M | 3.02% | |
| 17 | ORLYO REILLY AUTOMOTIVE INC | 148,154 | $13.5M | 2.93% | |
| 18 | STESTERIS PLC SHS USD | 52,065 | $13.2M | 2.86% | |
| 19 | SJMSMUCKER J M CO | 129,299 | $12.6M | 2.74% | |
| 20 | BROBROWN & BROWN INC | 157,113 | $12.5M | 2.71% | |
| 21 | AZZAZZ INC | 113,313 | $12.1M | 2.63% | |
| 22 | ATRAPTARGROUP INC | 93,908 | $11.5M | 2.48% | |
| 23 | LHLABORATORY CORP AMER HLDGS | 45,125 | $11.3M | 2.45% | |
| 24 | JT5MUELLER WTR PRODS INC | 467,585 | $11.1M | 2.41% | |
| 25 | DVNDEVON ENERGY CORP NEW | 303,613 | $11.1M | 2.41% | |
| 26 | KEYSKEYSIGHT TECHNOLOGIES INC | 51,907 | $10.5M | 2.28% | |
| 27 | TFXTELEFLEX INCORPORATED | 83,601 | $10.2M | 2.21% | |
| 28 | CASYCASEYS GEN STORES INC | 18,405 | $10.2M | 2.20% | |
| 29 | WRBBERKLEY W R CORP | 144,862 | $10.2M | 2.20% | |
| 30 | CHRWC H ROBINSON WORLDWIDE INC | 62,839 | $10.1M | 2.19% | |
| 31 | MHKMOHAWK INDS INC | 92,052 | $10.1M | 2.18% | |
| 32 | DVADAVITA HEALTHCARE PARTNERS | 88,552 | $10.1M | 2.18% | |
| 33 | NTRSNORTHERN TRUST CORP | 65,340 | $8.9M | 1.93% | |
| 34 | 1RGREV GROUP INC | 114,016 | $6.9M | 1.50% | |
| 35 | WSMWILLIAMS SONOMA INC | 8,888 | $1.6M | 0.34% | |
| 36 | MCYMERCURY GEN CORP NEW | 14,586 | $1.4M | 0.30% | |
| 37 | ETNEATON CORP PLC SHS | 3,775 | $1.2M | 0.26% | |
| 38 | IEIINSIGHT ENTERPRISES INC | 6,244 | $509K | 0.11% | |
| 39 | HSICSCHEIN HENRY INC | 6,166 | $466K | 0.10% | |
| 40 | WERNWERNER ENTERPRISES INC | 14,563 | $437K | 0.09% | |
| 41 | PGRPROGRESSIVE CORP OHIO | 1,426 | $325K | 0.07% | |
| 42 | LEGLEGGETT & PLATT INC | 27,094 | $298K | 0.06% |