SPEECE THORSON CAPITAL GROUP INC: TTC position timeline

SPEECE THORSON CAPITAL GROUP INC held 146,959 TTC 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 146,959 shares

   Change vs previous 13F -3,194 shares

   3.06% of the 13F portfolio, value $14,317,000.

   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 150,153 shares

   Change vs previous 13F -46,481 shares

   3.2% of the 13F portfolio, value $14,030,000.

   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 196,634 shares

   Change vs previous 13F -12,104 shares

   3.35% of the 13F portfolio, value $15,479,000.

   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 208,738 shares

   Change vs previous 13F -2,552 shares

   3.18% of the 13F portfolio, value $15,906,000.

   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 211,290 shares

   Change vs previous 13F +4,878 shares

   3.04% of the 13F portfolio, value $14,934,000.

   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 206,412 shares

   Change vs previous 13F -3,744 shares

   3.09% of the 13F portfolio, value $15,016,000.

   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 210,156 shares

   Change vs previous 13F +65,718 shares

   3.32% of the 13F portfolio, value $16,833,000.

   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 144,438 shares

   Change vs previous 13F not available

   2.31% of the 13F portfolio, value $12,527,000.

   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).