SPEECE THORSON CAPITAL GROUP INC: AZZ position timeline

SPEECE THORSON CAPITAL GROUP INC held 63,750 AZZ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 63,750 shares

   Change vs previous 13F -28,867 shares

   2.11% of the 13F portfolio, value $9,884,000.

   13F-HR 0000900169-26-000003 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 92,617 shares

   Change vs previous 13F -20,696 shares

   2.64% of the 13F portfolio, value $11,589,000.

   13F-HR 0000900169-26-000002 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 113,313 shares

   Change vs previous 13F +30,609 shares

   2.63% of the 13F portfolio, value $12,145,000.

   13F-HR 0000900169-26-000001 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 82,704 shares

   Change vs previous 13F -1,010 shares

   1.8% of the 13F portfolio, value $9,025,000.

   13F-HR 0000900169-25-000007 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2025-11-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 83,714 shares

   Change vs previous 13F not available

   1.61% of the 13F portfolio, value $7,909,000.

   13F-HR 0000900169-25-000003 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).