Stock Taper 
SPEECE THORSON CAPITAL GROUP INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Terex Corporation | TEX | 106.61K | $7.72M |
 Teleflex Incorporated | TFX | 104.06K | $13.19M |
 MSA Safety Incorporated | MSA | 96.74K | $16.89M |
 STERIS plc | STE | 84.5K | $17.79M |
 H.B. Fuller Company | FUL | 77.35K | $4.51M |
 IDEX Corporation | IEX | 65.51K | $14.87M |
 Mohawk Industries, Inc. | MHK | 65.19K | $7.91M |
 M&T Bank Corporation | MTB | 63.88K | $15.21M |
 AZZ Inc. | AZZ | 63.75K | $9.88M |
 Labcorp Holdings Inc. | LH | 54.38K | $15.23M |
 Northern Trust Corporation | NTRS | 52K | $9.04M |
 Westinghouse Air Brake Technologies Corporation | WAB | 51.65K | $13.92M |
 Arrow Electronics, Inc. | ARW | 51.37K | $10.96M |
 C.H. Robinson Worldwide, Inc. | CHRW | 37.75K | $7.11M |
 Keysight Technologies, Inc. | KEYS | 30.13K | $10.55M |
 White Mountains Insurance Group, Ltd. | WTM | 9.21K | $19.11M |
 Casey's General Stores, Inc. | CASY | 7.95K | $6.32M |