SPEECE THORSON CAPITAL GROUP INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GNTX | 690K | $19.52M |
 | MWA | 491K | $12.53M |
 | CASS | 351K | $13.81M |
 | SON | 351K | $15.13M |
 | HXL | 330K | $20.66M |
 | DVN | 324K | $11.35M |
 | FMC | 308K | $10.37M |
 | TSCO | 252K | $14.32M |
 | CBSH | 233K | $13.94M |
 | TTC | 209K | $15.91M |
 | ZBH | 199K | $19.65M |
 | HRL | 169K | $4.17M |
 | RPM | 167K | $19.67M |
 | SJM | 164K | $17.84M |
 | ORLY | 156K | $16.84M |
 | ARW | 154K | $18.59M |
 | WRB | 153K | $11.74M |
 | MGEE | 136K | $11.41M |
 | REVG | 121K | $6.85M |
 | ATR | 99K | $13.29M |
Gentex Corporation
GNTX
Shares Held
690K
Value
$19.52M
Mueller Water Products, Inc.
MWA
Shares Held
491K
Value
$12.53M
Cass Information Systems, Inc.
CASS
Shares Held
351K
Value
$13.81M
Sonoco Products Company
SON
Shares Held
351K
Value
$15.13M
Hexcel Corporation
HXL
Shares Held
330K
Value
$20.66M
Devon Energy Corporation
DVN
Shares Held
324K
Value
$11.35M
FMC Corporation
FMC
Shares Held
308K
Value
$10.37M
Tractor Supply Company
TSCO
Shares Held
252K
Value
$14.32M
Commerce Bancshares, Inc.
CBSH
Shares Held
233K
Value
$13.94M
The Toro Company
TTC
Shares Held
209K
Value
$15.91M
Zimmer Biomet Holdings, Inc.
ZBH
Shares Held
199K
Value
$19.65M
Hormel Foods Corporation
HRL
Shares Held
169K
Value
$4.17M
RPM International Inc.
RPM
Shares Held
167K
Value
$19.67M
The J. M. Smucker Company
SJM
Shares Held
164K
Value
$17.84M
O'Reilly Automotive, Inc.
ORLY
Shares Held
156K
Value
$16.84M
Arrow Electronics, Inc.
ARW
Shares Held
154K
Value
$18.59M
W. R. Berkley Corporation
WRB
Shares Held
153K
Value
$11.74M
MGE Energy, Inc.
MGEE
Shares Held
136K
Value
$11.41M
REV Group, Inc.
REVG
Shares Held
121K
Value
$6.85M
AptarGroup, Inc.
ATR
Shares Held
99K
Value
$13.29M