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The Analysis of SPEECE THORSON CAPITAL GROUP INC's Holdings & P&L

Currently, SPEECE THORSON CAPITAL GROUP INC holds 37 types of securities in its portfolio with a total value $467.7M. In the most recent quarter, they have increased their positions in TRMB (+114.9K shares, valued at $5.9M), RYN (+211.4K shares, valued at $4.5M), ATR (+34.6K shares, valued at $4.3M); decreased their positions in ARW (-49.7K shares, valued at $10.6M), HXL (-52.5K shares, valued at $5.3M), AZZ (-28.9K shares, valued at $4.5M); initiated new positions in RYN (+211.4K shares, valued at $4.5M).

1M P&L

-13.3M-2.80%

3M P&L

+31.4M+7.33%

HY P&L

+25.8M+5.95%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Banks - Regional34.4M

7.6%

2Insurance - Property & Casualty30.6M

6.8%

3Auto Parts30.2M

6.7%

Top Industries by Stock Count

1Medical Instruments & Supplies2 stocks

5.6%

2Electronics & Computer Distribution2 stocks

5.6%

3Specialty Business Services2 stocks

5.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CBSH COMMERCE BANCSHARES INC332.4K shares-1.83%2026-06-302026-08-04

WTM WHITE MOUNT INS GRP LTD9.2K shares-1.94%2026-06-302026-08-04

MGEE MGE ENERGY INC228.7K shares20.65%2026-06-302026-08-04

CASS CASS INFORMATION SYS INC347.3K shares-1.95%2026-06-302026-08-04

STE STERIS PLC SHS USD84.5K shares31.14%2026-06-302026-08-04

SON SONOCO PRODUCTS300.5K shares-2.00%2026-06-302026-08-04

MSA MSA SAFETY INC96.7K shares13.59%2026-06-302026-08-04

RPM RPM INTL INC142.1K shares-1.98%2026-06-302026-08-04

Sponsored

HXL HEXCEL CORP NEW152.5K shares-25.63%2026-06-302026-08-04

LABORATORY CORP AMER HLDGS LABORATORY CORP AMER HLDGS54.4K shares24.04%2026-06-302026-08-04

MTB M & T BANK CORP63.9K shares-1.98%2026-06-302026-08-04

ATR APTARGROUP INC121.4K shares39.81%2026-06-302026-08-04

ORLY O REILLY AUTOMOTIVE INC164.1K shares29.20%2026-06-302026-08-04

GNTX GENTEX CORP597.2K shares-1.94%2026-06-302026-08-04

IEX IDEX CORP65.5K shares-18.19%2026-06-302026-08-04

TTC TORO CO147.0K shares-2.13%2026-06-302026-08-04

Sponsored

WAB WABTEC CORP51.6K shares-1.97%2026-06-302026-08-04

TFX TELEFLEX INCORPORATED104.1K shares-2.08%2026-06-302026-08-04

SJM SMUCKER J M CO117.2K shares-2.05%2026-06-302026-08-04

NSIT INSIGHT ENTERPRISES INC107.0K shares26.67%2026-06-302026-08-04

ZBH ZIMMER HLDGS INC138.5K shares-1.99%2026-06-302026-08-04

TRMB TRIMBLE INC229.3K shares100.44%2026-06-302026-08-04

WRB BERKLEY W R CORP162.6K shares23.28%2026-06-302026-08-04

TSCO TRACTOR SUPPLY CO359.9K shares26.53%2026-06-302026-08-04

Sponsored

DVN DEVON ENERGY CORP NEW274.4K shares-2.56%2026-06-302026-08-04

ARW ARROW ELECTRS INC51.4K shares-49.17%2026-06-302026-08-04

KEYS KEYSIGHT TECHNOLOGIES INC30.1K shares-21.54%2026-06-302026-08-04

AZZ AZZ INC63.8K shares-31.17%2026-06-302026-08-04

MWA MUELLER WTR PRODS INC367.3K shares-1.94%2026-06-302026-08-04

NTRS NORTHERN TRUST CORP52.0K shares-1.94%2026-06-302026-08-04

MHK MOHAWK INDS INC65.2K shares-1.96%2026-06-302026-08-04

TEX TEREX CORP NEW106.6K shares-1.92%2026-06-302026-08-04

Sponsored

CHRW C H ROBINSON WORLDWIDE INC37.8K shares-2.01%2026-06-302026-08-04

CASY CASEYS GEN STORES INC7.9K shares-38.86%2026-06-302026-08-04

MAX MEDIAALPHA INC489.1K shares-1.99%2026-06-302026-08-04

FUL FULLER H B CO77.4K shares-1.99%2026-06-302026-08-04

RYN RAYONIER INC211.4K sharesnew addition2026-06-302026-08-04

CBSH

COMMERCE BANCSHARES INC

-1.83%

Shares332.4K

Event2026-06-30

Filed2026-08-04

WTM

WHITE MOUNT INS GRP LTD

-1.94%

Shares9.2K

Event2026-06-30

Filed2026-08-04

MGEE

MGE ENERGY INC

20.65%

Shares228.7K

Event2026-06-30

Filed2026-08-04

CASS

CASS INFORMATION SYS INC

-1.95%

Shares347.3K

Event2026-06-30

Filed2026-08-04

STE

STERIS PLC SHS USD

31.14%

Shares84.5K

Event2026-06-30

Filed2026-08-04

SON

SONOCO PRODUCTS

-2.00%

Shares300.5K

Event2026-06-30

Filed2026-08-04

MSA

MSA SAFETY INC

13.59%

Shares96.7K

Event2026-06-30

Filed2026-08-04

RPM

RPM INTL INC

-1.98%

Shares142.1K

Event2026-06-30

Filed2026-08-04

HXL

HEXCEL CORP NEW

-25.63%

Shares152.5K

Event2026-06-30

Filed2026-08-04

LABORATORY CORP AMER HLDGS

24.04%

Shares54.4K

Event2026-06-30

Filed2026-08-04

MTB

M & T BANK CORP

-1.98%

Shares63.9K

Event2026-06-30

Filed2026-08-04

ATR

APTARGROUP INC

39.81%

Shares121.4K

Event2026-06-30

Filed2026-08-04

ORLY

O REILLY AUTOMOTIVE INC

29.20%

Shares164.1K

Event2026-06-30

Filed2026-08-04

GNTX

GENTEX CORP

-1.94%

Shares597.2K

Event2026-06-30

Filed2026-08-04

IEX

IDEX CORP

-18.19%

Shares65.5K

Event2026-06-30

Filed2026-08-04

TTC

TORO CO

-2.13%

Shares147.0K

Event2026-06-30

Filed2026-08-04

WAB

WABTEC CORP

-1.97%

Shares51.6K

Event2026-06-30

Filed2026-08-04

TFX

TELEFLEX INCORPORATED

-2.08%

Shares104.1K

Event2026-06-30

Filed2026-08-04

SJM

SMUCKER J M CO

-2.05%

Shares117.2K

Event2026-06-30

Filed2026-08-04

NSIT

INSIGHT ENTERPRISES INC

26.67%

Shares107.0K

Event2026-06-30

Filed2026-08-04

ZBH

ZIMMER HLDGS INC

-1.99%

Shares138.5K

Event2026-06-30

Filed2026-08-04

TRMB

TRIMBLE INC

100.44%

Shares229.3K

Event2026-06-30

Filed2026-08-04

WRB

BERKLEY W R CORP

23.28%

Shares162.6K

Event2026-06-30

Filed2026-08-04

TSCO

TRACTOR SUPPLY CO

26.53%

Shares359.9K

Event2026-06-30

Filed2026-08-04

DVN

DEVON ENERGY CORP NEW

-2.56%

Shares274.4K

Event2026-06-30

Filed2026-08-04

ARW

ARROW ELECTRS INC

-49.17%

Shares51.4K

Event2026-06-30

Filed2026-08-04

KEYS

KEYSIGHT TECHNOLOGIES INC

-21.54%

Shares30.1K

Event2026-06-30

Filed2026-08-04

AZZ

AZZ INC

-31.17%

Shares63.8K

Event2026-06-30

Filed2026-08-04

MWA

MUELLER WTR PRODS INC

-1.94%

Shares367.3K

Event2026-06-30

Filed2026-08-04

NTRS

NORTHERN TRUST CORP

-1.94%

Shares52.0K

Event2026-06-30

Filed2026-08-04

MHK

MOHAWK INDS INC

-1.96%

Shares65.2K

Event2026-06-30

Filed2026-08-04

TEX

TEREX CORP NEW

-1.92%

Shares106.6K

Event2026-06-30

Filed2026-08-04

CHRW

C H ROBINSON WORLDWIDE INC

-2.01%

Shares37.8K

Event2026-06-30

Filed2026-08-04

CASY

CASEYS GEN STORES INC

-38.86%

Shares7.9K

Event2026-06-30

Filed2026-08-04

MAX

MEDIAALPHA INC

-1.99%

Shares489.1K

Event2026-06-30

Filed2026-08-04

FUL

FULLER H B CO

-1.99%

Shares77.4K

Event2026-06-30

Filed2026-08-04

RYN

RAYONIER INC

New

Shares211.4K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available