13F-HR filed by SPEECE THORSON CAPITAL GROUP INC
SPEECE THORSON CAPITAL GROUP INC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-04, with 37 holding rows worth $467,746,000.
- Accession
- 0000900169-26-000003
- Filer
- CIK 900169
- Filed
- 2026-08-04
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 37 entries on the cover page, a total value of $467,746,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $467,746,000 with VALUE read as dollars as filed, 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 |
|---|---|---|---|---|---|---|
| COMMERCE BANCSHARES INC | 200525103 | COM | 332,442 | $19,199,000 | dollars as filed | |
| WHITE MTNS INS GROUP LTD | G9618E107 | COM | 9,215 | $19,106,000 | dollars as filed | |
| MGE ENERGY INC | 55277P104 | COM | 228,679 | $18,646,000 | dollars as filed | |
| CASS INFORMATION SYSTEMS INC | 14808P109 | COMMON STOCK | 347,328 | $17,825,000 | dollars as filed | |
| STERIS PLC SHS USD | G8473T100 | Stock | 84,495 | $17,792,000 | dollars as filed | |
| SONOCO PRODS CO | 835495102 | COM | 300,496 | $16,933,000 | dollars as filed | |
| MSA SAFETY INC COM | 553498106 | Stock | 96,741 | $16,889,000 | dollars as filed | |
| RPM INTL INC COM | 749685103 | Stock | 142,095 | $15,794,000 | dollars as filed | |
| HEXCEL CORP NEW | 428291108 | COM | 152,463 | $15,255,000 | dollars as filed | |
| LABCORP HOLDINGS INC COM SHS | 504922105 | Stock | 54,385 | $15,228,000 | dollars as filed | |
| M & T BK CORP COM | 55261F104 | Stock | 63,885 | $15,205,000 | dollars as filed | |
| APTARGROUP INC COM | 038336103 | Stock | 121,355 | $15,194,000 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 164,080 | $15,110,000 | dollars as filed | |
| GENTEX CORP COM | 371901109 | Stock | 597,167 | $15,090,000 | dollars as filed | |
| IDEX CORP COM | 45167R104 | Stock | 65,510 | $14,867,000 | dollars as filed | |
| TORO CO | 891092108 | COM | 146,959 | $14,317,000 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 51,647 | $13,924,000 | dollars as filed | |
| TELEFLEX INCORPORATED | 879369106 | COM | 104,065 | $13,191,000 | dollars as filed | |
| SMUCKER J M CO | 832696405 | COM NEW | 117,159 | $13,180,000 | dollars as filed | |
| INSIGHT ENTERPRISES INC | 45765U103 | COM | 106,952 | $13,027,000 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 138,547 | $11,928,000 | dollars as filed | |
| TRIMBLE INC COM | 896239100 | Stock | 229,315 | $11,736,000 | dollars as filed | |
| BERKLEY W R CORP COM | 084423102 | Stock | 162,554 | $11,465,000 | dollars as filed | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 359,937 | $11,378,000 | dollars as filed | |
| DEVON ENERGY CORP NEW COM | 25179M103 | Stock | 274,418 | $11,339,000 | dollars as filed | |
| ARROW ELECTRS INC | 042735100 | COM | 51,368 | $10,962,000 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 30,127 | $10,547,000 | dollars as filed | |
| AZZ INC COM | 002474104 | Stock | 63,750 | $9,884,000 | dollars as filed | |
| MUELLER WTR PRODS INC COM SER A | 624758108 | Stock | 367,282 | $9,487,000 | dollars as filed | |
| NORTHERN TR CORP COM | 665859104 | Stock | 51,999 | $9,040,000 | dollars as filed | |
| MOHAWK INDS INC | 608190104 | COM | 65,195 | $7,910,000 | dollars as filed | |
| TEREX CORP NEW COM | 880779103 | Stock | 106,610 | $7,717,000 | dollars as filed | |
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 37,751 | $7,110,000 | dollars as filed | |
| CASEYS GEN STORES INC | 147528103 | COM | 7,947 | $6,316,000 | dollars as filed | |
| MEDIAALPHA INC | 58450V104 | CL A | 489,098 | $6,148,000 | dollars as filed | |
| FULLER H B CO COM | 359694106 | Stock | 77,354 | $4,509,000 | dollars as filed | |
| RAYONIER INC COM | 754907103 | REIT | 211,357 | $4,498,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000900169-26-000003 | this filing | 2026-08-04 | acceptance time not in the bulk data set |