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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 $491,133,000 across 43 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-05. Its ten largest share positions make up 36.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000900169-25-000003

Period
2025-06-30
Reported value
$491M
Holdings
43
Top 10 weight
36.31%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ORLYadded+147,577$13.3M
AZZnew+83,714$7.91M
SONadded+137,881$6.01M
HXLadded+47,657$2.69M
SJMadded+27,092$2.66M

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
WERNreduced-278,711-$7.62M
FMCreduced-149,968-$6.26M
WRBreduced-70,231-$5.16M
CHRWreduced-33,718-$3.24M
STEreduced-10,071-$2.42M

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.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0000900169-25-000003, largest first. % of portfolio is the value over $491,133,000, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,398 shares; 2024Q4: 11,340 shares; 2025Q1: 11,159 shares; 2025Q2: 11,383 shares 11,383$20.4M4.16%+224Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,746 shares; 2024Q4: 154,949 shares; 2025Q1: 152,279 shares; 2025Q2: 155,443 shares 155,443$19.8M4.03%+3,164Timeline
HXLHEXCEL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,873 shares; 2024Q4: 290,988 shares; 2025Q1: 285,814 shares; 2025Q2: 333,471 shares 333,471$18.8M3.84%+47,657Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,171 shares; 2024Q4: 168,312 shares; 2025Q1: 165,448 shares; 2025Q2: 168,804 shares 168,804$18.5M3.78%+3,356Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,360 shares; 2024Q4: 83,883 shares; 2025Q1: 82,509 shares; 2025Q2: 95,090 shares 95,090$18.4M3.76%+12,581Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,750 shares; 2024Q4: 181,800 shares; 2025Q1: 178,761 shares; 2025Q2: 201,810 shares 201,810$18.4M3.75%+23,049Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,602 shares; 2024Q4: 141,485 shares; 2025Q1: 139,087 shares; 2025Q2: 166,179 shares 166,179$16.3M3.32%+27,092Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,554 shares; 2024Q4: 77,074 shares; 2025Q1: 75,832 shares; 2025Q2: 77,343 shares 77,343$16.2M3.3%+1,511Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,464 shares; 2024Q4: 48,224 shares; 2025Q1: 76,567 shares; 2025Q2: 90,484 shares 90,484$15.9M3.23%+13,917Timeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,971 shares; 2024Q4: 307,680 shares; 2025Q1: 217,255 shares; 2025Q2: 355,136 shares 355,136$15.5M3.15%+137,881Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,843 shares; 2024Q4: 121,236 shares; 2025Q1: 119,282 shares; 2025Q2: 121,634 shares 121,634$15.4M3.14%+2,352Timeline
GNTXGENTEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,111 shares; 2024Q4: 577,238 shares; 2025Q1: 682,684 shares; 2025Q2: 697,903 shares 697,903$15.3M3.12%+15,219Timeline
TTCTORO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,438 shares; 2024Q4: 210,156 shares; 2025Q1: 206,412 shares; 2025Q2: 211,290 shares 211,290$14.9M3.04%+4,878Timeline
CBSHCOMMERCE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,093 shares; 2024Q4: 235,189 shares; 2025Q1: 231,232 shares; 2025Q2: 235,996 shares 235,996$14.7M2.99%+4,764Timeline
CASSCASS INFORMATION SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,495 shares; 2024Q4: 328,937 shares; 2025Q1: 322,918 shares; 2025Q2: 330,036 shares 330,036$14.3M2.92%+7,118Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,011 shares; 2024Q4: 12,942 shares; 2025Q1: 10,340 shares; 2025Q2: 157,917 shares 157,917$14.2M2.9%+147,577Timeline
MWAMUELLER WTR PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,886 shares; 2024Q4: 677,651 shares; 2025Q1: 574,151 shares; 2025Q2: 583,840 shares 583,840$14M2.86%+9,689Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,059 shares; 2024Q4: 105,418 shares; 2025Q1: 92,740 shares; 2025Q2: 94,502 shares 94,502$13.5M2.74%+1,762Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,041 shares; 2024Q4: 253,898 shares; 2025Q1: 249,635 shares; 2025Q2: 254,789 shares 254,789$13.4M2.74%+5,154Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,089 shares; 2024Q4: 66,755 shares; 2025Q1: 65,658 shares; 2025Q2: 55,587 shares 55,587$13.4M2.72%-10,071Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,629 shares; 2024Q4: 80,198 shares; 2025Q1: 78,818 shares; 2025Q2: 80,584 shares 80,584$13.2M2.69%+1,766Timeline
FMCFMC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,815 shares; 2024Q4: 456,509 shares; 2025Q1: 462,145 shares; 2025Q2: 312,177 shares 312,177$13M2.65%-149,968Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,041 shares; 2024Q4: 51,778 shares; 2025Q1: 80,864 shares; 2025Q2: 82,655 shares 82,655$12.9M2.63%+1,791Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,263 shares; 2025Q2: 76,221 shares 76,221$12.8M2.6%+1,958Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,623 shares; 2024Q4: 48,287 shares; 2025Q1: 47,435 shares; 2025Q2: 48,448 shares 48,448$12.7M2.59%+1,013Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,316 shares; 2024Q4: 23,385 shares; 2025Q1: 23,062 shares; 2025Q2: 23,418 shares 23,418$11.9M2.43%+356Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,224 shares; 2024Q4: 228,759 shares; 2025Q1: 225,151 shares; 2025Q2: 154,920 shares 154,920$11.4M2.32%-70,231Timeline
TFXTELEFLEX INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,904 shares; 2024Q4: 72,778 shares; 2025Q1: 87,747 shares; 2025Q2: 89,843 shares 89,843$10.6M2.17%+2,096Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,881 shares; 2024Q4: 113,304 shares; 2025Q1: 94,083 shares; 2025Q2: 95,854 shares 95,854$10.6M2.16%+1,771Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,123 shares; 2024Q4: 314,770 shares; 2025Q1: 320,188 shares; 2025Q2: 327,824 shares 327,824$10.4M2.12%+7,636Timeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,555 shares; 2024Q4: 98,062 shares; 2025Q1: 96,448 shares; 2025Q2: 98,378 shares 98,378$10.3M2.1%+1,930Timeline
MGEEMGE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,841 shares; 2024Q4: 111,176 shares; 2025Q1: 109,570 shares; 2025Q2: 112,160 shares 112,160$9.92M2.02%+2,590Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,432 shares; 2024Q4: 119,868 shares; 2025Q1: 117,831 shares; 2025Q2: 84,113 shares 84,113$8.07M1.64%-33,718Timeline
AZZAZZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,714 shares 83,714$7.91M1.61%newTimeline
REVGREV GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 153,233 shares; 2025Q2: 157,265 shares 157,265$7.48M1.52%+4,032Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,888 shares; 2024Q4: 8,888 shares; 2025Q1: 8,888 shares; 2025Q2: 8,888 shares 8,888$1.45M0.3%0Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,026 shares; 2024Q4: 4,026 shares; 2025Q1: 3,926 shares; 2025Q2: 3,926 shares 3,926$1.4M0.29%0Timeline
MCYMERCURY GENL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,711 shares; 2024Q4: 15,157 shares; 2025Q1: 15,157 shares; 2025Q2: 14,586 shares 14,586$982K0.2%-571Timeline
NSITINSIGHT ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,244 shares; 2024Q4: 6,244 shares; 2025Q1: 6,244 shares; 2025Q2: 6,244 shares 6,244$862K0.18%0Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,967 shares; 2024Q4: 236,915 shares; 2025Q1: 7,024 shares; 2025Q2: 6,166 shares 6,166$450K0.09%-858Timeline
WERNWERNER ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,941 shares; 2024Q4: 298,376 shares; 2025Q1: 293,274 shares; 2025Q2: 14,563 shares 14,563$398K0.08%-278,711Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,426 shares; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares 1,426$381K0.08%0Timeline
LEGLEGGETT & PLATT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,815 shares; 2024Q4: 248,773 shares; 2025Q1: 248,773 shares; 2025Q2: 27,094 shares 27,094$242K0.05%-221,679Timeline

How Q2 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 0000900169-25-000003 base2025-08-05acceptance time not in the bulk data set