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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 $461,952,000 across 42 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-29. Its ten largest share positions make up 37.05% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000900169-26-000001

Period
2025-12-31
Reported value
$462M
Holdings
42
Top 10 weight
37.05%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CBSHadded+124,671$6.53M
BROadded+62,326$4.97M
MGEEadded+60,037$4.71M
AZZadded+30,609$3.28M
MSAadded+17,858$2.86M

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
FMCexited-308,478-$10.4M
KEYSreduced-27,713-$5.63M
MTBreduced-20,780-$4.19M
HRLexited-168,522-$4.17M
ZBHreduced-44,313-$3.98M

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, Q4 2025

Share positions as resolved from 13F-HR 0000900169-26-000001, largest first. % of portfolio is the value over $461,952,000, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,398 shares; 2024Q4: 11,340 shares; 2025Q1: 11,159 shares; 2025Q2: 11,383 shares; 2025Q3: 11,262 shares; 2025Q4: 10,672 shares 10,672$22.2M4.8%-590Timeline
HXLHEXCEL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,873 shares; 2024Q4: 290,988 shares; 2025Q1: 285,814 shares; 2025Q2: 333,471 shares; 2025Q3: 329,538 shares; 2025Q4: 284,905 shares 284,905$21.1M4.56%-44,633Timeline
CBSHCOMMERCE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,093 shares; 2024Q4: 235,189 shares; 2025Q1: 231,232 shares; 2025Q2: 235,996 shares; 2025Q3: 233,265 shares; 2025Q4: 357,936 shares 357,936$18.7M4.06%+124,671Timeline
RPMRPM INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,171 shares; 2024Q4: 168,312 shares; 2025Q1: 165,448 shares; 2025Q2: 168,804 shares; 2025Q3: 166,873 shares; 2025Q4: 157,660 shares 157,660$16.4M3.55%-9,213Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,746 shares; 2024Q4: 154,949 shares; 2025Q1: 152,279 shares; 2025Q2: 155,443 shares; 2025Q3: 153,646 shares; 2025Q4: 145,231 shares 145,231$16M3.46%-8,415Timeline
TTCTORO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,438 shares; 2024Q4: 210,156 shares; 2025Q1: 206,412 shares; 2025Q2: 211,290 shares; 2025Q3: 208,738 shares; 2025Q4: 196,634 shares 196,634$15.5M3.35%-12,104Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,554 shares; 2024Q4: 77,074 shares; 2025Q1: 75,832 shares; 2025Q2: 77,343 shares; 2025Q3: 76,480 shares; 2025Q4: 72,387 shares 72,387$15.5M3.34%-4,093Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,041 shares; 2024Q4: 253,898 shares; 2025Q1: 249,635 shares; 2025Q2: 254,789 shares; 2025Q3: 251,866 shares; 2025Q4: 307,359 shares 307,359$15.4M3.33%+55,493Timeline
MGEEMGE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,841 shares; 2024Q4: 111,176 shares; 2025Q1: 109,570 shares; 2025Q2: 112,160 shares; 2025Q3: 135,559 shares; 2025Q4: 195,596 shares 195,596$15.3M3.32%+60,037Timeline
GNTXGENTEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,111 shares; 2024Q4: 577,238 shares; 2025Q1: 682,684 shares; 2025Q2: 697,903 shares; 2025Q3: 689,585 shares; 2025Q4: 650,913 shares 650,913$15.1M3.28%-38,672Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,464 shares; 2024Q4: 48,224 shares; 2025Q1: 76,567 shares; 2025Q2: 90,484 shares; 2025Q3: 89,429 shares; 2025Q4: 85,112 shares 85,112$15.1M3.28%-4,317Timeline
CASSCASS INFORMATION SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,495 shares; 2024Q4: 328,937 shares; 2025Q1: 322,918 shares; 2025Q2: 330,036 shares; 2025Q3: 351,073 shares; 2025Q4: 364,597 shares 364,597$15.1M3.28%+13,524Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,263 shares; 2025Q2: 76,221 shares; 2025Q3: 75,300 shares; 2025Q4: 93,158 shares 93,158$14.9M3.23%+17,858Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,360 shares; 2024Q4: 83,883 shares; 2025Q1: 82,509 shares; 2025Q2: 95,090 shares; 2025Q3: 94,021 shares; 2025Q4: 73,241 shares 73,241$14.8M3.19%-20,780Timeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,971 shares; 2024Q4: 307,680 shares; 2025Q1: 217,255 shares; 2025Q2: 355,136 shares; 2025Q3: 351,050 shares; 2025Q4: 331,607 shares 331,607$14.5M3.13%-19,443Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,750 shares; 2024Q4: 181,800 shares; 2025Q1: 178,761 shares; 2025Q2: 201,810 shares; 2025Q3: 199,491 shares; 2025Q4: 155,178 shares 155,178$14M3.02%-44,313Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,011 shares; 2024Q4: 12,942 shares; 2025Q1: 10,340 shares; 2025Q2: 157,917 shares; 2025Q3: 156,212 shares; 2025Q4: 148,154 shares 148,154$13.5M2.93%-8,058Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,089 shares; 2024Q4: 66,755 shares; 2025Q1: 65,658 shares; 2025Q2: 55,587 shares; 2025Q3: 54,977 shares; 2025Q4: 52,065 shares 52,065$13.2M2.86%-2,912Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,602 shares; 2024Q4: 141,485 shares; 2025Q1: 139,087 shares; 2025Q2: 166,179 shares; 2025Q3: 164,248 shares; 2025Q4: 129,299 shares 129,299$12.6M2.74%-34,949Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,881 shares; 2024Q4: 113,304 shares; 2025Q1: 94,083 shares; 2025Q2: 95,854 shares; 2025Q3: 94,787 shares; 2025Q4: 157,113 shares 157,113$12.5M2.71%+62,326Timeline
AZZAZZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,714 shares; 2025Q3: 82,704 shares; 2025Q4: 113,313 shares 113,313$12.1M2.63%+30,609Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,041 shares; 2024Q4: 51,778 shares; 2025Q1: 80,864 shares; 2025Q2: 82,655 shares; 2025Q3: 99,470 shares; 2025Q4: 93,908 shares 93,908$11.5M2.48%-5,562Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,623 shares; 2024Q4: 48,287 shares; 2025Q1: 47,435 shares; 2025Q2: 48,448 shares; 2025Q3: 47,868 shares; 2025Q4: 45,125 shares 45,125$11.3M2.45%-2,743Timeline
MWAMUELLER WTR PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,886 shares; 2024Q4: 677,651 shares; 2025Q1: 574,151 shares; 2025Q2: 583,840 shares; 2025Q3: 491,022 shares; 2025Q4: 467,585 shares 467,585$11.1M2.41%-23,437Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,123 shares; 2024Q4: 314,770 shares; 2025Q1: 320,188 shares; 2025Q2: 327,824 shares; 2025Q3: 323,606 shares; 2025Q4: 303,613 shares 303,613$11.1M2.41%-19,993Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,629 shares; 2024Q4: 80,198 shares; 2025Q1: 78,818 shares; 2025Q2: 80,584 shares; 2025Q3: 79,620 shares; 2025Q4: 51,907 shares 51,907$10.5M2.28%-27,713Timeline
TFXTELEFLEX INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,904 shares; 2024Q4: 72,778 shares; 2025Q1: 87,747 shares; 2025Q2: 89,843 shares; 2025Q3: 88,757 shares; 2025Q4: 83,601 shares 83,601$10.2M2.21%-5,156Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,316 shares; 2024Q4: 23,385 shares; 2025Q1: 23,062 shares; 2025Q2: 23,418 shares; 2025Q3: 19,199 shares; 2025Q4: 18,405 shares 18,405$10.2M2.2%-794Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,224 shares; 2024Q4: 228,759 shares; 2025Q1: 225,151 shares; 2025Q2: 154,920 shares; 2025Q3: 153,169 shares; 2025Q4: 144,862 shares 144,862$10.2M2.2%-8,307Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,432 shares; 2024Q4: 119,868 shares; 2025Q1: 117,831 shares; 2025Q2: 84,113 shares; 2025Q3: 83,150 shares; 2025Q4: 62,839 shares 62,839$10.1M2.19%-20,311Timeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,555 shares; 2024Q4: 98,062 shares; 2025Q1: 96,448 shares; 2025Q2: 98,378 shares; 2025Q3: 97,277 shares; 2025Q4: 92,052 shares 92,052$10.1M2.18%-5,225Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,059 shares; 2024Q4: 105,418 shares; 2025Q1: 92,740 shares; 2025Q2: 94,502 shares; 2025Q3: 93,463 shares; 2025Q4: 88,552 shares 88,552$10.1M2.18%-4,911Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,843 shares; 2024Q4: 121,236 shares; 2025Q1: 119,282 shares; 2025Q2: 121,634 shares; 2025Q3: 68,669 shares; 2025Q4: 65,340 shares 65,340$8.93M1.93%-3,329Timeline
REVGREV GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 153,233 shares; 2025Q2: 157,265 shares; 2025Q3: 120,886 shares; 2025Q4: 114,016 shares 114,016$6.93M1.5%-6,870Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,888 shares; 2024Q4: 8,888 shares; 2025Q1: 8,888 shares; 2025Q2: 8,888 shares; 2025Q3: 8,888 shares; 2025Q4: 8,888 shares 8,888$1.59M0.34%0Timeline
MCYMERCURY GENL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,711 shares; 2024Q4: 15,157 shares; 2025Q1: 15,157 shares; 2025Q2: 14,586 shares; 2025Q3: 14,586 shares; 2025Q4: 14,586 shares 14,586$1.37M0.3%0Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,026 shares; 2024Q4: 4,026 shares; 2025Q1: 3,926 shares; 2025Q2: 3,926 shares; 2025Q3: 3,926 shares; 2025Q4: 3,775 shares 3,775$1.2M0.26%-151Timeline
NSITINSIGHT ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,244 shares; 2024Q4: 6,244 shares; 2025Q1: 6,244 shares; 2025Q2: 6,244 shares; 2025Q3: 6,244 shares; 2025Q4: 6,244 shares 6,244$509K0.11%0Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,967 shares; 2024Q4: 236,915 shares; 2025Q1: 7,024 shares; 2025Q2: 6,166 shares; 2025Q3: 6,166 shares; 2025Q4: 6,166 shares 6,166$466K0.1%0Timeline
WERNWERNER ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,941 shares; 2024Q4: 298,376 shares; 2025Q1: 293,274 shares; 2025Q2: 14,563 shares; 2025Q3: 14,563 shares; 2025Q4: 14,563 shares 14,563$437K0.09%0Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,426 shares; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,426 shares 1,426$325K0.07%0Timeline
LEGLEGGETT & PLATT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,815 shares; 2024Q4: 248,773 shares; 2025Q1: 248,773 shares; 2025Q2: 27,094 shares; 2025Q3: 27,094 shares; 2025Q4: 27,094 shares 27,094$298K0.06%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
FMCFMC CORP308,478$10.4Mshares
HRLHORMEL FOODS CORP168,522$4.17Mshares

How Q4 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 0000900169-26-000001 base2026-01-29acceptance time not in the bulk data set