SPEECE THORSON CAPITAL GROUP INC
Follow13F filer, CIK 900169, MINNETONKA, MN
SPEECE THORSON CAPITAL GROUP INC reported $467,746,000 across 37 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-04. Its ten largest share positions make up 36.91% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000900169-26-000003
- Period
- 2026-06-30
- Reported value
- $468M
- Holdings
- 37
- Top 10 weight
- 36.91%
- New
- 1
- Sold out
- 2
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| TRMBadded | +114,911 | $5.88M |
| RYNnew | +211,357 | $4.5M |
| ATRadded | +34,554 | $4.33M |
| STEadded | +20,064 | $4.22M |
| ORLYadded | +37,084 | $3.42M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| ARWreduced | -49,694 | -$10.6M |
| BROexited | -144,149 | -$9.4M |
| HXLreduced | -52,550 | -$5.26M |
| AZZreduced | -28,867 | -$4.48M |
| CASYreduced | -5,051 | -$4.01M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2026
Share positions as resolved from 13F-HR 0000900169-26-000003, largest first. % of portfolio is the value over $467,746,000, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| CBSHCOMMERCE BANCSHARES INC | 332,442 | $19.2M | 4.1% | -6,194 | Timeline | ||
| WTMWHITE MTNS INS GROUP LTD | 9,215 | $19.1M | 4.08% | -182 | Timeline | ||
| MGEEMGE ENERGY INC | 228,679 | $18.6M | 3.99% | +39,132 | Timeline | ||
| CASSCASS INFORMATION SYS INC | 347,328 | $17.8M | 3.81% | -6,909 | Timeline | ||
| STESTERIS PLC | 84,495 | $17.8M | 3.8% | +20,064 | Timeline | ||
| SONSONOCO PRODS CO | 300,496 | $16.9M | 3.62% | -6,141 | Timeline | ||
| MSAMSA SAFETY INC | 96,741 | $16.9M | 3.61% | +11,576 | Timeline | ||
| RPMRPM INTL INC | 142,095 | $15.8M | 3.38% | -2,864 | Timeline | ||
| HXLHEXCEL CORP NEW | 152,463 | $15.3M | 3.26% | -52,550 | Timeline | ||
| LHLABCORP HOLDINGS INC | 54,385 | $15.2M | 3.26% | +10,542 | Timeline | ||
| MTBM & T BK CORP | 63,885 | $15.2M | 3.25% | -1,290 | Timeline | ||
| ATRAPTARGROUP INC | 121,355 | $15.2M | 3.25% | +34,554 | Timeline | ||
| ORLYOREILLY AUTOMOTIVE INC | 164,080 | $15.1M | 3.23% | +37,084 | Timeline | ||
| GNTXGENTEX CORP | 597,167 | $15.1M | 3.23% | -11,815 | Timeline | ||
| IEXIDEX CORP | 65,510 | $14.9M | 3.18% | -14,568 | Timeline | ||
| TTCTORO CO | 146,959 | $14.3M | 3.06% | -3,194 | Timeline | ||
| WABWABTEC | 51,647 | $13.9M | 2.98% | -1,037 | Timeline | ||
| TFXTELEFLEX INCORPORATED | 104,065 | $13.2M | 2.82% | -2,212 | Timeline | ||
| SJMSMUCKER J M CO | 117,159 | $13.2M | 2.82% | -2,451 | Timeline | ||
| NSITINSIGHT ENTERPRISES INC | 106,952 | $13M | 2.79% | +22,517 | Timeline | ||
| ZBHZIMMER BIOMET HOLDINGS INC | 138,547 | $11.9M | 2.55% | -2,807 | Timeline | ||
| TRMBTRIMBLE INC | 229,315 | $11.7M | 2.51% | +114,911 | Timeline | ||
| WRBBERKLEY W R CORP | 162,554 | $11.5M | 2.45% | +30,700 | Timeline | ||
| TSCOTRACTOR SUPPLY CO | 359,937 | $11.4M | 2.43% | +75,478 | Timeline | ||
| DVNDEVON ENERGY CORP NEW | 274,418 | $11.3M | 2.42% | -7,213 | Timeline | ||
| ARWARROW ELECTRS INC | 51,368 | $11M | 2.34% | -49,694 | Timeline | ||
| KEYSKEYSIGHT TECHNOLOGIES INC | 30,127 | $10.5M | 2.25% | -8,269 | Timeline | ||
| AZZAZZ INC | 63,750 | $9.88M | 2.11% | -28,867 | Timeline | ||
| MWAMUELLER WTR PRODS INC | 367,282 | $9.49M | 2.03% | -7,284 | Timeline | ||
| NTRSNORTHERN TR CORP | 51,999 | $9.04M | 1.93% | -1,030 | Timeline | ||
| MHKMOHAWK INDS INC | 65,195 | $7.91M | 1.69% | -1,302 | Timeline | ||
| TEXTEREX CORP NEW | 106,610 | $7.72M | 1.65% | -2,090 | Timeline | ||
| CHRWC H ROBINSON WORLDWIDE IN | 37,751 | $7.11M | 1.52% | -773 | Timeline | ||
| CASYCASEYS GEN STORES INC | 7,947 | $6.32M | 1.35% | -5,051 | Timeline | ||
| MAXMEDIAALPHA INC | 489,098 | $6.15M | 1.31% | -9,913 | Timeline | ||
| FULFULLER H B CO | 77,354 | $4.51M | 0.96% | -1,573 | Timeline | ||
| RYNRAYONIER INC | 211,357 | $4.5M | 0.96% | new | Timeline |
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000900169-26-000003 | base | 2026-08-04 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000900169-26-000003 | Quarter ended 2026-06-30 | 2026-08-04 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-26-000002 | Quarter ended 2026-03-31 | 2026-04-29 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-26-000001 | Quarter ended 2025-12-31 | 2026-01-29 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-25-000007 | Quarter ended 2025-09-30 | 2025-11-20 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-25-000003 | Quarter ended 2025-06-30 | 2025-08-05 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-25-000002 | Quarter ended 2025-03-31 | 2025-05-01 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-25-000001 | Quarter ended 2024-12-31 | 2025-02-13 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-24-000004 | Quarter ended 2024-09-30 | 2024-11-05 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-24-000003 | Quarter ended 2024-06-30 | 2024-07-29 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-24-000002 | Quarter ended 2024-03-31 | 2024-04-23 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-24-000001 | Quarter ended 2023-12-31 | 2024-02-23 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-23-000005 | Quarter ended 2023-09-30 | 2023-11-20 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-23-000004 | Quarter ended 2023-06-30 | 2023-08-03 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-23-000003 | Quarter ended 2023-03-31 | 2023-05-04 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-23-000002 | Quarter ended 2022-12-31 | 2023-02-09 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-22-000004 | Quarter ended 2022-09-30 | 2022-11-03 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-22-000003 | Quarter ended 2022-06-30 | 2022-07-28 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-22-000002 | Quarter ended 2022-03-31 | 2022-05-04 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-22-000001 | Quarter ended 2021-12-31 | 2022-02-08 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-21-000004 | Quarter ended 2021-09-30 | 2021-10-28 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-21-000003 | Quarter ended 2021-06-30 | 2021-08-10 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-21-000002 | Quarter ended 2021-03-31 | 2021-05-13 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-21-000001 | Quarter ended 2020-12-31 | 2021-02-08 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-20-000004 | Quarter ended 2020-09-30 | 2020-11-05 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-20-000003 | Quarter ended 2020-06-30 | 2020-08-03 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-20-000002 | Quarter ended 2020-03-31 | 2020-05-08 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-20-000001 | Quarter ended 2019-12-31 | 2020-02-05 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-19-000005 | Quarter ended 2019-09-30 | 2019-10-22 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-19-000004 | Quarter ended 2019-06-30 | 2019-07-30 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-19-000003 | Quarter ended 2019-03-31 | 2019-04-24 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-19-000001 | Quarter ended 2018-12-31 | 2019-02-11 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000900169-19-000002 | Quarter ended 2018-12-31 | 2019-02-11 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-18-000005 | Quarter ended 2018-09-30 | 2018-10-31 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-18-000004 | Quarter ended 2018-06-30 | 2018-07-25 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-18-000002 | Quarter ended 2018-03-31 | 2018-04-26 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000900169-18-000003 | Quarter ended 2018-03-31 | 2018-04-26 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-18-000001 | Quarter ended 2017-12-31 | 2018-02-08 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-17-000004 | Quarter ended 2017-09-30 | 2017-10-26 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-17-000003 | Quarter ended 2017-06-30 | 2017-07-28 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-17-000002 | Quarter ended 2017-03-31 | 2017-04-24 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-17-000001 | Quarter ended 2016-12-31 | 2017-01-26 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-16-000008 | Quarter ended 2016-09-30 | 2016-10-31 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-16-000007 | Quarter ended 2016-06-30 | 2016-07-26 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-16-000006 | Quarter ended 2016-03-31 | 2016-04-25 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-16-000005 | Quarter ended 2015-12-31 | 2016-01-27 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-15-000004 | Quarter ended 2015-09-30 | 2015-10-26 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-15-000003 | Quarter ended 2015-06-30 | 2015-07-27 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-15-000002 | Quarter ended 2015-03-31 | 2015-04-30 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-15-000001 | Quarter ended 2014-12-31 | 2015-01-27 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-14-000004 | Quarter ended 2014-09-30 | 2014-10-27 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-14-000003 | Quarter ended 2014-06-30 | 2014-08-07 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-14-000002 | Quarter ended 2014-03-31 | 2014-04-23 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-14-000001 | Quarter ended 2013-12-31 | 2014-01-24 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-13-000005 | Quarter ended 2013-09-30 | 2013-10-28 | acceptance time not in the bulk data set | |
| 13F-HR 0000900169-13-000004 | Quarter ended 2013-06-30 | 2013-07-19 | acceptance time not in the bulk data set |