SPEECE THORSON CAPITAL GROUP INC Concentrated Active

Location: Minnetonka, MN

CIK: 0000900169 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 29, 2026

Total Value: $439M

Holdings (38)

WTM WHITE MOUNT INS GRP LTD 4.7%

Value $20.64M Shares 9,397 Est. Cost $872.68 Unrealized +141.6%

CBSH COMMERCE BANCSHARES INC 3.8%

Value $16.66M Shares 338,636 Est. Cost $44.22 Unrealized +21.3%

HXL HEXCEL CORP NEW 3.8%

Value $16.59M Shares 205,013 Est. Cost $61.56 Unrealized +37.1%

SON SONOCO PRODUCTS 3.8%

Value $16.59M Shares 306,637 Est. Cost $40.22 Unrealized +25.1%

CASS CASS INFORMATION SYS INC 3.6%

Value $15.59M Shares 354,237 Est. Cost $40.99 Unrealized +7.0%

IEX IDEX CORP 3.5%

Value $15.18M Shares 80,078 Est. Cost $151.05 Unrealized +31.8%

MGEE MGE ENERGY INC 3.3%

Value $14.65M Shares 189,547 Est. Cost $74.86 Unrealized +6.6%

ARW ARROW ELECTRS INC 3.3%

Value $14.49M Shares 101,062 Est. Cost $89.37 Unrealized +49.4%

RPM RPM INTL INC 3.3%

Value $14.41M Shares 144,959 Est. Cost $84.99 Unrealized +32.0%

STE STERIS PLC SHS USD 3.2%

Value $14.25M Shares 64,431 Est. Cost $183.67 Unrealized +39.1%

DVN DEVON ENERGY CORP NEW 3.2%

Value $14.17M Shares 281,631 Est. Cost $36.35 Unrealized +10.7%

TTC TORO CO 3.2%

Value $14.03M Shares 150,153 Est. Cost $88.23 Unrealized +5.5%

MSA MSA SAFETY INC 3.2%

Value $13.96M Shares 85,165 Est. Cost $160.00 Unrealized +15.8%

MTB M & T BANK CORP 3.1%

Value $13.47M Shares 65,175 Est. Cost $110.89 Unrealized +99.4%

GNTX GENTEX CORP 3.0%

Value $13.31M Shares 608,982 Est. Cost $28.66 Unrealized -16.2%

WAB WABTEC CORP 3.0%

Value $13.17M Shares 52,684 Est. Cost $76.61 Unrealized +211.9%

TSCO TRACTOR SUPPLY CO 2.9%

Value $12.89M Shares 284,459 Est. Cost $48.93 Unrealized +7.8%

ZBH ZIMMER HLDGS INC 2.9%

Value $12.78M Shares 141,354 Est. Cost $110.82 Unrealized -17.3%

TFX TELEFLEX INCORPORATED 2.9%

Value $12.71M Shares 106,277 Est. Cost $185.46 Unrealized -41.4%

ORLY O REILLY AUTOMOTIVE INC 2.7%

Value $11.72M Shares 126,996 Est. Cost $86.76 Unrealized +9.5%

LH LABORATORY CORP AMER HLDGS 2.7%

Value $11.7M Shares 43,843 Est. Cost $200.39 Unrealized +35.3%

AZZ AZZ INC 2.6%

Value $11.59M Shares 92,617 Est. Cost $91.96 Unrealized +37.3%

SJM SMUCKER J M CO 2.6%

Value $11.54M Shares 119,610 Est. Cost $101.67 Unrealized +2.4%

ATR APTARGROUP INC 2.5%

Value $10.94M Shares 86,801 Est. Cost $113.97 Unrealized +14.1%

KEYS KEYSIGHT TECHNOLOGIES INC 2.5%

Value $10.84M Shares 38,396 Est. Cost $144.37 Unrealized +58.1%

MWA MUELLER WTR PRODS INC 2.3%

Value $10.3M Shares 374,566 Est. Cost $9.97 Unrealized +175.4%

CASY CASEYS GEN STORES INC 2.2%

Value $9.461M Shares 12,998 Est. Cost $101.43 Unrealized +522.2%

BRO BROWN & BROWN INC 2.1%

Value $9.4M Shares 144,149 Est. Cost $68.78 Unrealized +7.9%

WRB BERKLEY W R CORP 2.0%

Value $8.739M Shares 131,854 Est. Cost $38.68 Unrealized +79.5%

TRMB TRIMBLE INC 1.7%

Value $7.463M Shares 114,404 Est. Cost $71.01 Unrealized 0.0%

NTRS NORTHERN TRUST CORP 1.7%

Value $7.401M Shares 53,029 Est. Cost $65.10 Unrealized +125.7%

MHK MOHAWK INDS INC 1.5%

Value $6.547M Shares 66,497 Est. Cost $122.13 Unrealized +1.1%

TEX TEREX CORP NEW 1.5%

Value $6.424M Shares 108,700 Est. Cost $62.32 Unrealized 0.0%

CHRW C H ROBINSON WORLDWIDE INC 1.5%

Value $6.398M Shares 38,524 Est. Cost $75.03 Unrealized +141.7%

NSIT INSIGHT ENTERPRISES INC 1.3%

Value $5.658M Shares 84,435 Est. Cost $82.60 Unrealized +2.4%

FUL FULLER H B CO 1.1%

Value $4.868M Shares 78,927 Est. Cost $63.35 Unrealized 0.0%

MAX MEDIAALPHA INC 1.1%

Value $4.641M Shares 499,011 Est. Cost $9.91 Unrealized 0.0%

MKC MCCORMICK & CO INC 0.9%

Value $3.822M Shares 75,775 Est. Cost $66.69 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
WTM	WHITE MOUNT INS GRP LTD	9,397	$20.64M	4.7%	$872.68	+141.6%	—	G9618E107
CBSH	COMMERCE BANCSHARES INC	338,636	$16.66M	3.8%	$44.22	+21.3%	—	200525103
HXL	HEXCEL CORP NEW	205,013	$16.59M	3.8%	$61.56	+37.1%	—	428291108
SON	SONOCO PRODUCTS	306,637	$16.59M	3.8%	$40.22	+25.1%	—	835495102
CASS	CASS INFORMATION SYS INC	354,237	$15.59M	3.6%	$40.99	+7.0%	—	14808P109
IEX	IDEX CORP	80,078	$15.18M	3.5%	$151.05	+31.8%	—	45167R104
MGEE	MGE ENERGY INC	189,547	$14.65M	3.3%	$74.86	+6.6%	—	55277P104
ARW	ARROW ELECTRS INC	101,062	$14.49M	3.3%	$89.37	+49.4%	—	042735100
RPM	RPM INTL INC	144,959	$14.41M	3.3%	$84.99	+32.0%	—	749685103
STE	STERIS PLC SHS USD	64,431	$14.25M	3.2%	$183.67	+39.1%	—	G8473T100
DVN	DEVON ENERGY CORP NEW	281,631	$14.17M	3.2%	$36.35	+10.7%	—	25179M103
TTC	TORO CO	150,153	$14.03M	3.2%	$88.23	+5.5%	—	891092108
MSA	MSA SAFETY INC	85,165	$13.96M	3.2%	$160.00	+15.8%	—	553498106
MTB	M & T BANK CORP	65,175	$13.47M	3.1%	$110.89	+99.4%	—	55261F104
GNTX	GENTEX CORP	608,982	$13.31M	3.0%	$28.66	-16.2%	—	371901109
WAB	WABTEC CORP	52,684	$13.17M	3.0%	$76.61	+211.9%	—	929740108
TSCO	TRACTOR SUPPLY CO	284,459	$12.89M	2.9%	$48.93	+7.8%	—	892356106
ZBH	ZIMMER HLDGS INC	141,354	$12.78M	2.9%	$110.82	-17.3%	—	98956P102
TFX	TELEFLEX INCORPORATED	106,277	$12.71M	2.9%	$185.46	-41.4%	—	879369106
ORLY	O REILLY AUTOMOTIVE INC	126,996	$11.72M	2.7%	$86.76	+9.5%	—	67103H107
LH	LABORATORY CORP AMER HLDGS	43,843	$11.7M	2.7%	$200.39	+35.3%	—	504922105
AZZ	AZZ INC	92,617	$11.59M	2.6%	$91.96	+37.3%	—	002474104
SJM	SMUCKER J M CO	119,610	$11.54M	2.6%	$101.67	+2.4%	—	832696405
ATR	APTARGROUP INC	86,801	$10.94M	2.5%	$113.97	+14.1%	—	038336103
KEYS	KEYSIGHT TECHNOLOGIES INC	38,396	$10.84M	2.5%	$144.37	+58.1%	—	49338L103
MWA	MUELLER WTR PRODS INC	374,566	$10.3M	2.3%	$9.97	+175.4%	—	624758108
CASY	CASEYS GEN STORES INC	12,998	$9.461M	2.2%	$101.43	+522.2%	—	147528103
BRO	BROWN & BROWN INC	144,149	$9.4M	2.1%	$68.78	+7.9%	—	115236101
WRB	BERKLEY W R CORP	131,854	$8.739M	2.0%	$38.68	+79.5%	—	084423102
TRMB	TRIMBLE INC	114,404	$7.463M	1.7%	$71.01	0.0%	—	896239100
NTRS	NORTHERN TRUST CORP	53,029	$7.401M	1.7%	$65.10	+125.7%	—	665859104
MHK	MOHAWK INDS INC	66,497	$6.547M	1.5%	$122.13	+1.1%	—	608190104
TEX	TEREX CORP NEW	108,700	$6.424M	1.5%	$62.32	0.0%	—	880779103
CHRW	C H ROBINSON WORLDWIDE INC	38,524	$6.398M	1.5%	$75.03	+141.7%	—	12541W209
NSIT	INSIGHT ENTERPRISES INC	84,435	$5.658M	1.3%	$82.60	+2.4%	—	45765U103
FUL	FULLER H B CO	78,927	$4.868M	1.1%	$63.35	0.0%	—	359694106
MAX	MEDIAALPHA INC	499,011	$4.641M	1.1%	$9.91	0.0%	—	58450V104
MKC	MCCORMICK & CO INC	75,775	$3.822M	0.9%	$66.69	0.0%	—	579780206