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SPEECE THORSON CAPITAL GROUP INC

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13F filer, CIK 900169, MINNETONKA, MN

SPEECE THORSON CAPITAL GROUP INC reported $485,569,000 across 42 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-01. Its ten largest share positions make up 36.09% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000900169-25-000002

Period
2025-03-31
Reported value
$486M
Holdings
42
Top 10 weight
36.09%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MSAnew+74,263$10.9M
IEXadded+28,343$5.13M
REVGnew+153,233$4.84M
ATRadded+29,086$4.32M
GNTXadded+105,446$2.46M

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

SecurityShares changeApprox. value
HSICreduced-229,891-$15.7M
CABOexited-26,292-$9.52M
SONreduced-90,425-$4.27M
ORLYreduced-2,602-$3.73M
MWAreduced-103,500-$2.63M

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, Q1 2025

Share positions as resolved from 13F-HR 0000900169-25-000002, largest first. % of portfolio is the value over $485,569,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WTMWHITE MTNS INS GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,398 shares; 2024Q4: 11,340 shares; 2025Q1: 11,159 shares 11,159$21.5M4.43%-181Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,750 shares; 2024Q4: 181,800 shares; 2025Q1: 178,761 shares 178,761$20.2M4.17%-3,039Timeline
FMCFMC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,815 shares; 2024Q4: 456,509 shares; 2025Q1: 462,145 shares 462,145$19.5M4.02%+5,636Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,171 shares; 2024Q4: 168,312 shares; 2025Q1: 165,448 shares 165,448$19.1M3.94%-2,864Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,602 shares; 2024Q4: 141,485 shares; 2025Q1: 139,087 shares 139,087$16.5M3.39%-2,398Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,224 shares; 2024Q4: 228,759 shares; 2025Q1: 225,151 shares 225,151$16M3.3%-3,608Timeline
GNTXGENTEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,111 shares; 2024Q4: 577,238 shares; 2025Q1: 682,684 shares 682,684$15.9M3.28%+105,446Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,746 shares; 2024Q4: 154,949 shares; 2025Q1: 152,279 shares 152,279$15.8M3.26%-2,670Timeline
HXLHEXCEL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,873 shares; 2024Q4: 290,988 shares; 2025Q1: 285,814 shares 285,814$15.7M3.22%-5,174Timeline
TTCTORO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,438 shares; 2024Q4: 210,156 shares; 2025Q1: 206,412 shares 206,412$15M3.09%-3,744Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,089 shares; 2024Q4: 66,755 shares; 2025Q1: 65,658 shares 65,658$14.9M3.06%-1,097Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,011 shares; 2024Q4: 12,942 shares; 2025Q1: 10,340 shares 10,340$14.8M3.05%-2,602Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,360 shares; 2024Q4: 83,883 shares; 2025Q1: 82,509 shares 82,509$14.7M3.04%-1,374Timeline
MWAMUELLER WTR PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,886 shares; 2024Q4: 677,651 shares; 2025Q1: 574,151 shares 574,151$14.6M3.01%-103,500Timeline
CBSHCOMMERCE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,093 shares; 2024Q4: 235,189 shares; 2025Q1: 231,232 shares 231,232$14.4M2.96%-3,957Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,059 shares; 2024Q4: 105,418 shares; 2025Q1: 92,740 shares 92,740$14.2M2.92%-12,678Timeline
CASSCASS INFORMATION SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,495 shares; 2024Q4: 328,937 shares; 2025Q1: 322,918 shares 322,918$14M2.88%-6,019Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,464 shares; 2024Q4: 48,224 shares; 2025Q1: 76,567 shares 76,567$13.9M2.85%+28,343Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,041 shares; 2024Q4: 253,898 shares; 2025Q1: 249,635 shares 249,635$13.8M2.83%-4,263Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,554 shares; 2024Q4: 77,074 shares; 2025Q1: 75,832 shares 75,832$13.8M2.83%-1,242Timeline
TFXTELEFLEX INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,904 shares; 2024Q4: 72,778 shares; 2025Q1: 87,747 shares 87,747$12.1M2.5%+14,969Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,432 shares; 2024Q4: 119,868 shares; 2025Q1: 117,831 shares 117,831$12.1M2.48%-2,037Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,041 shares; 2024Q4: 51,778 shares; 2025Q1: 80,864 shares 80,864$12M2.47%+29,086Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,123 shares; 2024Q4: 314,770 shares; 2025Q1: 320,188 shares 320,188$12M2.47%+5,418Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,629 shares; 2024Q4: 80,198 shares; 2025Q1: 78,818 shares 78,818$11.8M2.43%-1,380Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,843 shares; 2024Q4: 121,236 shares; 2025Q1: 119,282 shares 119,282$11.8M2.42%-1,954Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,881 shares; 2024Q4: 113,304 shares; 2025Q1: 94,083 shares 94,083$11.7M2.41%-19,221Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,623 shares; 2024Q4: 48,287 shares; 2025Q1: 47,435 shares 47,435$11M2.27%-852Timeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,555 shares; 2024Q4: 98,062 shares; 2025Q1: 96,448 shares 96,448$11M2.27%-1,614Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,263 shares 74,263$10.9M2.24%newTimeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,971 shares; 2024Q4: 307,680 shares; 2025Q1: 217,255 shares 217,255$10.3M2.11%-90,425Timeline
MGEEMGE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,841 shares; 2024Q4: 111,176 shares; 2025Q1: 109,570 shares 109,570$10.2M2.1%-1,606Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,316 shares; 2024Q4: 23,385 shares; 2025Q1: 23,062 shares 23,062$10M2.06%-323Timeline
WERNWERNER ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,941 shares; 2024Q4: 298,376 shares; 2025Q1: 293,274 shares 293,274$8.59M1.77%-5,102Timeline
REVGREV GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 153,233 shares 153,233$4.84M1%newTimeline
LEGLEGGETT & PLATT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,815 shares; 2024Q4: 248,773 shares; 2025Q1: 248,773 shares 248,773$1.97M0.41%0Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,888 shares; 2024Q4: 8,888 shares; 2025Q1: 8,888 shares 8,888$1.41M0.29%0Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,026 shares; 2024Q4: 4,026 shares; 2025Q1: 3,926 shares 3,926$1.07M0.22%-100Timeline
NSITINSIGHT ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,244 shares; 2024Q4: 6,244 shares; 2025Q1: 6,244 shares 6,244$937K0.19%0Timeline
MCYMERCURY GENL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,711 shares; 2024Q4: 15,157 shares; 2025Q1: 15,157 shares 15,157$847K0.17%0Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,967 shares; 2024Q4: 236,915 shares; 2025Q1: 7,024 shares 7,024$481K0.1%-229,891Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,426 shares; 2025Q1: 1,426 shares 1,426$404K0.08%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CABOCABLE ONE INC26,292$9.52Mshares

How Q1 2025 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000900169-25-000002 base2025-05-01acceptance time not in the bulk data set