SPEECE THORSON CAPITAL GROUP INC: TSCO position timeline

SPEECE THORSON CAPITAL GROUP INC held 359,937 TSCO 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 359,937 shares

   Change vs previous 13F +75,478 shares

   2.43% of the 13F portfolio, value $11,378,000.

   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 284,459 shares

   Change vs previous 13F -22,900 shares

   2.94% of the 13F portfolio, value $12,886,000.

   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 307,359 shares

   Change vs previous 13F +55,493 shares

   3.33% of the 13F portfolio, value $15,371,000.

   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 251,866 shares

   Change vs previous 13F -2,923 shares

   2.86% of the 13F portfolio, value $14,324,000.

   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 254,789 shares

   Change vs previous 13F +5,154 shares

   2.74% of the 13F portfolio, value $13,445,000.

   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 249,635 shares

   Change vs previous 13F -4,263 shares

   2.83% of the 13F portfolio, value $13,755,000.

   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 253,898 shares

   Change vs previous 13F +202,857 shares

   2.66% of the 13F portfolio, value $13,472,000.

   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 51,041 shares

   Change vs previous 13F not available

   2.74% of the 13F portfolio, value $14,849,000.

   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).