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SPEECE THORSON CAPITAL GROUP INC: MCY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SPEECE THORSON CAPITAL GROUP INC on MCY, newest first. How the timeline and the estimate are built.

SPEECE THORSON CAPITAL GROUP INC held 0 MCY shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -14,586 shares

    13F-HR 0000900169-26-000002 filed by SPEECE THORSON CAPITAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 14,586 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,372,000.

    13F-HR 0000900169-26-000001 filed by SPEECE THORSON CAPITAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 14,586 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,237,000.

    13F-HR 0000900169-25-000007 filed by SPEECE THORSON CAPITAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 14,586 shares
    Change vs previous 13F -571 shares

    0.2% of the 13F portfolio, value $982,000.

    13F-HR 0000900169-25-000003 filed by SPEECE THORSON CAPITAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 15,157 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $847,000.

    13F-HR 0000900169-25-000002 filed by SPEECE THORSON CAPITAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 15,157 shares
    Change vs previous 13F -124,554 shares

    0.2% of the 13F portfolio, value $1,008,000.

    13F-HR 0000900169-25-000001 filed by SPEECE THORSON CAPITAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 139,711 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $8,799,000.

    13F-HR 0000900169-24-000004 filed by SPEECE THORSON CAPITAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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