SPEECE THORSON CAPITAL GROUP INC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GNTX | 651K | $15.15M |
 | MWA | 468K | $11.14M |
 | CASS | 365K | $15.14M |
 | CBSH | 358K | $18.73M |
 | SON | 332K | $14.47M |
 | TSCO | 307K | $15.37M |
 | DVN | 304K | $11.12M |
 | HXL | 285K | $21.05M |
 | TTC | 197K | $15.48M |
 | MGEE | 196K | $15.34M |
 | RPM | 158K | $16.40M |
 | BRO | 157K | $12.52M |
 | ZBH | 155K | $13.95M |
 | ORLY | 148K | $13.51M |
 | ARW | 145K | $16.00M |
 | WRB | 145K | $10.16M |
 | SJM | 129K | $12.65M |
 | REVG | 114K | $6.93M |
 | AZZ | 113K | $12.14M |
 | ATR | 94K | $11.45M |
Gentex Corporation
GNTX
Shares Held
651K
Value
$15.15M
Mueller Water Products, Inc.
MWA
Shares Held
468K
Value
$11.14M
Cass Information Systems, Inc.
CASS
Shares Held
365K
Value
$15.14M
Commerce Bancshares, Inc.
CBSH
Shares Held
358K
Value
$18.73M
Sonoco Products Company
SON
Shares Held
332K
Value
$14.47M
Tractor Supply Company
TSCO
Shares Held
307K
Value
$15.37M
Devon Energy Corporation
DVN
Shares Held
304K
Value
$11.12M
Hexcel Corporation
HXL
Shares Held
285K
Value
$21.05M
The Toro Company
TTC
Shares Held
197K
Value
$15.48M
MGE Energy, Inc.
MGEE
Shares Held
196K
Value
$15.34M
RPM International Inc.
RPM
Shares Held
158K
Value
$16.40M
Brown & Brown, Inc.
BRO
Shares Held
157K
Value
$12.52M
Zimmer Biomet Holdings, Inc.
ZBH
Shares Held
155K
Value
$13.95M
O'Reilly Automotive, Inc.
ORLY
Shares Held
148K
Value
$13.51M
Arrow Electronics, Inc.
ARW
Shares Held
145K
Value
$16.00M
W. R. Berkley Corporation
WRB
Shares Held
145K
Value
$10.16M
The J. M. Smucker Company
SJM
Shares Held
129K
Value
$12.65M
REV Group, Inc.
REVG
Shares Held
114K
Value
$6.93M
AZZ Inc.
AZZ
Shares Held
113K
Value
$12.14M
AptarGroup, Inc.
ATR
Shares Held
94K
Value
$11.45M