SPEECE THORSON CAPITAL GROUP INC: HXL position timeline

SPEECE THORSON CAPITAL GROUP INC held 152,463 HXL 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 152,463 shares

   Change vs previous 13F -52,550 shares

   3.26% of the 13F portfolio, value $15,255,000.

   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 205,013 shares

   Change vs previous 13F -79,892 shares

   3.78% of the 13F portfolio, value $16,592,000.

   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 284,905 shares

   Change vs previous 13F -44,633 shares

   4.56% of the 13F portfolio, value $21,054,000.

   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 329,538 shares

   Change vs previous 13F -3,933 shares

   4.13% of the 13F portfolio, value $20,662,000.

   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 333,471 shares

   Change vs previous 13F +47,657 shares

   3.84% of the 13F portfolio, value $18,838,000.

   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).

6. period ended2025-03-31

   13F 285,814 shares

   Change vs previous 13F -5,174 shares

   3.22% of the 13F portfolio, value $15,651,000.

   13F-HR 0000900169-25-000002 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 290,988 shares

   Change vs previous 13F +46,115 shares

   3.6% of the 13F portfolio, value $18,245,000.

   13F-HR 0000900169-25-000001 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 244,873 shares

   Change vs previous 13F not available

   2.8% of the 13F portfolio, value $15,140,000.

   13F-HR 0000900169-24-000004 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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