Back to SPEECE THORSON CAPITAL GROUP INC
SPEECE THORSON CAPITAL GROUP INC
Q2 2026 13F filing
Updated 37 days ago37 disclosed positions worth $467.7M
Portfolio value
$467.7M
Total holdings
37
New positions
1
Closed positions
2
Increased
10
Decreased
26
Turnover
8.1%
Filed
2026-08-04
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CBSH COMMERCE BANCSHARES INC | $19.2M | 332.4K | 4.10% | Trimmed(-1.8%) |
| 2 | W WTM WHITE MOUNT INS GRP LTD | $19.1M | 9.2K | 4.08% | Trimmed(-1.9%) |
| 3 | M MGEE MGE ENERGY INC | $18.6M | 228.7K | 3.99% | Added(+20.6%) |
| 4 | C CASS CASS INFORMATION SYS INC | $17.8M | 347.3K | 3.81% | Trimmed(-1.9%) |
| 5 | S STE STERIS PLC SHS USD | $17.8M | 84.5K | 3.80% | Added(+31.1%) |
| 6 | S SON SONOCO PRODUCTS | $16.9M | 300.5K | 3.62% | Trimmed(-2.0%) |
| 7 | M MNESP MSA SAFETY INC | $16.9M | 96.7K | 3.61% | Added(+13.6%) |
| 8 | R RPM RPM INTL INC | $15.8M | 142.1K | 3.38% | Trimmed(-2.0%) |
| 9 | H HXL HEXCEL CORP NEW | $15.3M | 152.5K | 3.26% | Trimmed(-25.6%) |
| 10 | L LH LABORATORY CORP AMER HLDGS | $15.2M | 54.4K | 3.26% | Added(+24.0%) |
| 11 | M MTB-PH M & T BANK CORP | $15.2M | 63.9K | 3.25% | Trimmed(-2.0%) |
| 12 | A ATR APTARGROUP INC | $15.2M | 121.4K | 3.25% | Added(+39.8%) |
| 13 | O ORLY O REILLY AUTOMOTIVE INC | $15.1M | 164.1K | 3.23% | Added(+29.2%) |
| 14 | G GNTX GENTEX CORP | $15.1M | 597.2K | 3.23% | Trimmed(-1.9%) |
| 15 | H HUM IDEX CORP | $14.9M | 65.5K | 3.18% | Trimmed(-18.2%) |
| 16 | T TTC TORO CO | $14.3M | 147.0K | 3.06% | Trimmed(-2.1%) |
| 17 | W WAB WABTEC CORP | $13.9M | 51.6K | 2.98% | Trimmed(-2.0%) |
| 18 | T TFX TELEFLEX INCORPORATED | $13.2M | 104.1K | 2.82% | Trimmed(-2.1%) |
| 19 | S SJM SMUCKER J M CO | $13.2M | 117.2K | 2.82% | Trimmed(-2.0%) |
| 20 | N NSIT INSIGHT ENTERPRISES INC | $13M | 107.0K | 2.79% | Added(+26.7%) |
| 21 | Z ZBH ZIMMER HLDGS INC | $11.9M | 138.5K | 2.55% | Trimmed(-2.0%) |
| 22 | T TRMB TRIMBLE INC | $11.7M | 229.3K | 2.51% | Added(+100.4%) |
| 23 | W WRB-PH BERKLEY W R CORP | $11.5M | 162.6K | 2.45% | Added(+23.3%) |
| 24 | T TSCO TRACTOR SUPPLY CO | $11.4M | 359.9K | 2.43% | Added(+26.5%) |
| 25 | D DVN DEVON ENERGY CORP NEW | $11.3M | 274.4K | 2.42% | Trimmed(-2.6%) |
| 26 | A ARW ARROW ELECTRS INC | $11M | 51.4K | 2.34% | Trimmed(-49.2%) |
| 27 | K KEYS KEYSIGHT TECHNOLOGIES INC | $10.5M | 30.1K | 2.25% | Trimmed(-21.5%) |
| 28 | A AZZ AZZ INC | $9.9M | 63.8K | 2.11% | Trimmed(-31.2%) |
| 29 | M MWA MUELLER WTR PRODS INC | $9.5M | 367.3K | 2.03% | Trimmed(-1.9%) |
| 30 | N NTRSO NORTHERN TRUST CORP | $9M | 52.0K | 1.93% | Trimmed(-1.9%) |
| 31 | M MHK MOHAWK INDS INC | $7.9M | 65.2K | 1.69% | Trimmed(-2.0%) |
| 32 | T TEX TEREX CORP NEW | $7.7M | 106.6K | 1.65% | Trimmed(-1.9%) |
| 33 | A AVGO C H ROBINSON WORLDWIDE INC | $7.1M | 37.8K | 1.52% | Trimmed(-2.0%) |
| 34 | C CASY CASEYS GEN STORES INC | $6.3M | 7.9K | 1.35% | Trimmed(-38.9%) |
| 35 | M MAX MEDIAALPHA INC | $6.1M | 489.1K | 1.31% | Trimmed(-2.0%) |
| 36 | F FUL FULLER H B CO | $4.5M | 77.4K | 0.96% | Trimmed(-2.0%) |
| 37 | R RYN RAYONIER INC | $4.5M | 211.4K | 0.96% | — |