SPEECE THORSON CAPITAL GROUP INC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GNTX | 609K | $13.31M |
 | MAX | 499K | $4.64M |
 | MWA | 375K | $10.30M |
 | CASS | 354K | $15.59M |
 | CBSH | 339K | $16.66M |
 | SON | 307K | $16.59M |
 | TSCO | 284K | $12.89M |
 | DVN | 282K | $14.17M |
 | HXL | 205K | $16.59M |
 | MGEE | 190K | $14.65M |
 | TTC | 150K | $14.03M |
 | RPM | 145K | $14.41M |
 | BRO | 144K | $9.40M |
 | ZBH | 141K | $12.78M |
 | WRB | 132K | $8.74M |
 | ORLY | 127K | $11.72M |
 | SJM | 120K | $11.54M |
 | TRMB | 114K | $7.46M |
 | TEX | 109K | $6.42M |
 | TFX | 106K | $12.71M |
Gentex Corporation
GNTX
Shares Held
609K
Value
$13.31M
MediaAlpha, Inc.
MAX
Shares Held
499K
Value
$4.64M
Mueller Water Products, Inc.
MWA
Shares Held
375K
Value
$10.30M
Cass Information Systems, Inc.
CASS
Shares Held
354K
Value
$15.59M
Commerce Bancshares, Inc.
CBSH
Shares Held
339K
Value
$16.66M
Sonoco Products Company
SON
Shares Held
307K
Value
$16.59M
Tractor Supply Company
TSCO
Shares Held
284K
Value
$12.89M
Devon Energy Corporation
DVN
Shares Held
282K
Value
$14.17M
Hexcel Corporation
HXL
Shares Held
205K
Value
$16.59M
MGE Energy, Inc.
MGEE
Shares Held
190K
Value
$14.65M
The Toro Company
TTC
Shares Held
150K
Value
$14.03M
RPM International Inc.
RPM
Shares Held
145K
Value
$14.41M
Brown & Brown, Inc.
BRO
Shares Held
144K
Value
$9.40M
Zimmer Biomet Holdings, Inc.
ZBH
Shares Held
141K
Value
$12.78M
W. R. Berkley Corporation
WRB
Shares Held
132K
Value
$8.74M
O'Reilly Automotive, Inc.
ORLY
Shares Held
127K
Value
$11.72M
The J. M. Smucker Company
SJM
Shares Held
120K
Value
$11.54M
Trimble Inc.
TRMB
Shares Held
114K
Value
$7.46M
Terex Corporation
TEX
Shares Held
109K
Value
$6.42M
Teleflex Incorporated
TFX
Shares Held
106K
Value
$12.71M