13F-HR filed by SPEECE THORSON CAPITAL GROUP INC
SPEECE THORSON CAPITAL GROUP INC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-29, with 42 holding rows worth $461,952,000.
- Accession
- 0000900169-26-000001
- Filer
- CIK 900169
- Filed
- 2026-01-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 42 entries on the cover page, a total value of $461,952,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $461,952,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-03607. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| WHITE MTNS INS GROUP LTD | G9618E107 | COM | 10,672 | $22,177,000 | thousands, detected and multiplied | |
| HEXCEL CORP NEW | 428291108 | COM | 284,905 | $21,054,000 | thousands, detected and multiplied | |
| COMMERCE BANCSHARES INC | 200525103 | COM | 357,936 | $18,734,000 | thousands, detected and multiplied | |
| RPM INTL INC COM | 749685103 | Stock | 157,660 | $16,397,000 | thousands, detected and multiplied | |
| ARROW ELECTRS INC | 042735100 | COM | 145,231 | $16,002,000 | thousands, detected and multiplied | |
| TORO CO | 891092108 | COM | 196,634 | $15,479,000 | thousands, detected and multiplied | |
| WABTEC COM | 929740108 | Stock | 72,387 | $15,451,000 | thousands, detected and multiplied | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 307,359 | $15,371,000 | thousands, detected and multiplied | |
| MGE ENERGY INC | 55277P104 | COM | 195,596 | $15,339,000 | thousands, detected and multiplied | |
| GENTEX CORP COM | 371901109 | Stock | 650,913 | $15,147,000 | thousands, detected and multiplied | |
| IDEX CORP COM | 45167R104 | Stock | 85,112 | $15,145,000 | thousands, detected and multiplied | |
| CASS INFORMATION SYSTEMS INC | 14808P109 | COMMON STOCK | 364,597 | $15,138,000 | thousands, detected and multiplied | |
| MSA SAFETY INC COM | 553498106 | Stock | 93,158 | $14,918,000 | thousands, detected and multiplied | |
| M & T BK CORP COM | 55261F104 | Stock | 73,241 | $14,757,000 | thousands, detected and multiplied | |
| SONOCO PRODS CO | 835495102 | COM | 331,607 | $14,471,000 | thousands, detected and multiplied | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 155,178 | $13,954,000 | thousands, detected and multiplied | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 148,154 | $13,513,000 | thousands, detected and multiplied | |
| STERIS PLC SHS USD | G8473T100 | Stock | 52,065 | $13,200,000 | thousands, detected and multiplied | |
| SMUCKER J M CO | 832696405 | COM NEW | 129,299 | $12,647,000 | thousands, detected and multiplied | |
| BROWN & BROWN INC COM | 115236101 | Stock | 157,113 | $12,522,000 | thousands, detected and multiplied | |
| AZZ INC COM | 002474104 | Stock | 113,313 | $12,145,000 | thousands, detected and multiplied | |
| APTARGROUP INC COM | 038336103 | Stock | 93,908 | $11,453,000 | thousands, detected and multiplied | |
| LABCORP HOLDINGS INC COM SHS | 504922105 | Stock | 45,125 | $11,321,000 | thousands, detected and multiplied | |
| MUELLER WTR PRODS INC COM SER A | 624758108 | Stock | 467,585 | $11,138,000 | thousands, detected and multiplied | |
| DEVON ENERGY CORP NEW COM | 25179M103 | Stock | 303,613 | $11,121,000 | thousands, detected and multiplied | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 51,907 | $10,547,000 | thousands, detected and multiplied | |
| TELEFLEX INCORPORATED | 879369106 | COM | 83,601 | $10,203,000 | thousands, detected and multiplied | |
| CASEYS GEN STORES INC | 147528103 | COM | 18,405 | $10,173,000 | thousands, detected and multiplied | |
| BERKLEY W R CORP COM | 084423102 | Stock | 144,862 | $10,158,000 | thousands, detected and multiplied | |
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 62,839 | $10,102,000 | thousands, detected and multiplied | |
| MOHAWK INDS INC | 608190104 | COM | 92,052 | $10,061,000 | thousands, detected and multiplied | |
| DAVITA INC COM | 23918K108 | Stock | 88,552 | $10,060,000 | thousands, detected and multiplied | |
| NORTHERN TR CORP COM | 665859104 | Stock | 65,340 | $8,925,000 | thousands, detected and multiplied | |
| REV Group Inc | 749527107 | Common Stock | 114,016 | $6,933,000 | thousands, detected and multiplied | |
| WILLIAMS SONOMA INC COM | 969904101 | Stock | 8,888 | $1,587,000 | thousands, detected and multiplied | |
| MERCURY GENL CORP NEW | 589400100 | COM | 14,586 | $1,372,000 | thousands, detected and multiplied | |
| Eaton Corp. Plc | G29183103 | COM | 3,775 | $1,202,000 | thousands, detected and multiplied | |
| INSIGHT ENTERPRISES INC | 45765U103 | COM | 6,244 | $509,000 | thousands, detected and multiplied | |
| SCHEIN HENRY INC | 806407102 | COM | 6,166 | $466,000 | thousands, detected and multiplied | |
| WERNER ENTERPRISES INC | 950755108 | COM | 14,563 | $437,000 | thousands, detected and multiplied | |
| Progressive Corporation | 743315103 | COM | 1,426 | $325,000 | thousands, detected and multiplied | |
| LEGGETT & PLATT INC | 524660107 | COM | 27,094 | $298,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000900169-26-000001 | this filing | 2026-01-29 | acceptance time not in the bulk data set |