SPEECE THORSON CAPITAL GROUP INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MHK | 97K | $12.54M |
 | BRO | 95K | $8.89M |
 | MTB | 94K | $18.58M |
 | DVA | 93K | $12.42M |
 | IEX | 89K | $14.55M |
 | TFX | 89K | $10.86M |
 | CHRW | 83K | $11.01M |
 | AZZ | 83K | $9.03M |
 | KEYS | 80K | $13.93M |
 | WAB | 76K | $15.33M |
 | MSA | 75K | $12.96M |
 | NTRS | 69K | $9.24M |
 | STE | 55K | $13.60M |
 | LH | 48K | $13.74M |
 | LEG | 27K | $241.00K |
 | CASY | 19K | $10.85M |
 | MCY | 15K | $1.24M |
 | WERN | 15K | $383.00K |
 | WTM | 11K | $18.82M |
 | WSM | 9K | $1.74M |
Mohawk Industries, Inc.
MHK
Shares Held
97K
Value
$12.54M
Brown & Brown, Inc.
BRO
Shares Held
95K
Value
$8.89M
M&T Bank Corporation
MTB
Shares Held
94K
Value
$18.58M
DaVita Inc.
DVA
Shares Held
93K
Value
$12.42M
IDEX Corporation
IEX
Shares Held
89K
Value
$14.55M
Teleflex Incorporated
TFX
Shares Held
89K
Value
$10.86M
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
83K
Value
$11.01M
AZZ Inc.
AZZ
Shares Held
83K
Value
$9.03M
Keysight Technologies, Inc.
KEYS
Shares Held
80K
Value
$13.93M
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
76K
Value
$15.33M
MSA Safety Incorporated
MSA
Shares Held
75K
Value
$12.96M
Northern Trust Corporation
NTRS
Shares Held
69K
Value
$9.24M
STERIS plc
STE
Shares Held
55K
Value
$13.60M
Labcorp Holdings Inc.
LH
Shares Held
48K
Value
$13.74M
Leggett & Platt, Incorporated
LEG
Shares Held
27K
Value
$241.00K
Casey's General Stores, Inc.
CASY
Shares Held
19K
Value
$10.85M
Mercury General Corporation
MCY
Shares Held
15K
Value
$1.24M
Werner Enterprises, Inc.
WERN
Shares Held
15K
Value
$383.00K
White Mountains Insurance Group, Ltd.
WTM
Shares Held
11K
Value
$18.82M
Williams-Sonoma, Inc.
WSM
Shares Held
9K
Value
$1.74M