The Analysis of SPEECE THORSON CAPITAL GROUP INC's Holdings
Currently, SPEECE THORSON CAPITAL GROUP INC holds 44 types of securities in its portfolio with a total value $500.5K. In the most recent quarter, they have increased their positions in HRL (+168.5K shares, valued at $4.2K), ATR (+16.8K shares, valued at $2.2K), MGEE (+23.4K shares, valued at $2.0K); decreased their positions in NTRS (-53.0K shares, valued at $7.1K), CASY (-4.2K shares, valued at $2.4K), MWA (-92.8K shares, valued at $2.4K); initiated new positions in HRL (+168.5K shares, valued at $4.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
HXL HEXCEL CORP NEW329.5K shares-1.18%2025-09-302025-11-20
RPM RPM INTL INC166.9K shares-1.14%2025-09-302025-11-20 ZBH ZIMMER HLDGS INC199.5K shares-1.15%2025-09-302025-11-20 GNTX GENTEX CORP689.6K shares-1.19%2025-09-302025-11-20 WTM WHITE MOUNT INS GRP LTD11.3K shares-1.06%2025-09-302025-11-20 ARW ARROW ELECTRS INC153.6K shares-1.16%2025-09-302025-11-20 MTB M & T BANK CORP94.0K shares-1.12%2025-09-302025-11-20 SJM SMUCKER J M CO164.2K shares-1.16%2025-09-302025-11-20 ORLY O REILLY AUTOMOTIVE INC156.2K shares-1.08%2025-09-302025-11-20 TTC TORO CO208.7K shares-1.21%2025-09-302025-11-20 WAB WABTEC CORP76.5K shares-1.12%2025-09-302025-11-20 SON SONOCO PRODUCTS351.1K shares-1.15%2025-09-302025-11-20 IEX IDEX CORP89.4K shares-1.17%2025-09-302025-11-20 TSCO TRACTOR SUPPLY CO251.9K shares-1.15%2025-09-302025-11-20 CBSH COMMERCE BANCSHARES INC233.3K shares-1.16%2025-09-302025-11-20 KEYS KEYSIGHT TECHNOLOGIES INC79.6K shares-1.20%2025-09-302025-11-20 CASS CASS INFORMATION SYS INC351.1K shares6.37%2025-09-302025-11-20 LH LABORATORY CORP AMER HLDGS47.9K shares-1.20%2025-09-302025-11-20 STE STERIS PLC SHS USD55.0K shares-1.10%2025-09-302025-11-20 ATR APTARGROUP INC99.5K shares20.34%2025-09-302025-11-20 MSA MSA SAFETY INC75.3K shares-1.21%2025-09-302025-11-20 MHK MOHAWK INDS INC97.3K shares-1.12%2025-09-302025-11-20 MWA MUELLER WTR PRODS INC491.0K shares-15.90%2025-09-302025-11-20 DVA DAVITA HEALTHCARE PARTNERS93.5K shares-1.10%2025-09-302025-11-20 WRB BERKLEY W R CORP153.2K shares-1.13%2025-09-302025-11-20 MGEE MGE ENERGY INC135.6K shares20.86%2025-09-302025-11-20 DVN DEVON ENERGY CORP NEW323.6K shares-1.29%2025-09-302025-11-20 CHRW C H ROBINSON WORLDWIDE INC83.2K shares-1.14%2025-09-302025-11-20 TFX TELEFLEX INCORPORATED88.8K shares-1.21%2025-09-302025-11-20 CASY CASEYS GEN STORES INC19.2K shares-18.02%2025-09-302025-11-20 FMC FMC CORP308.5K shares-1.18%2025-09-302025-11-20 NTRS NORTHERN TRUST CORP68.7K shares-43.54%2025-09-302025-11-20 AZZ AZZ INC82.7K shares-1.21%2025-09-302025-11-20 BRO BROWN & BROWN INC94.8K shares-1.11%2025-09-302025-11-20 REVG REV GROUP INC120.9K shares-23.13%2025-09-302025-11-20 HRL HORMEL FOODS CORP168.5K sharesnew addition2025-09-302025-11-20 WSM WILLIAMS SONOMA INC8.9K shares0.00%2025-09-302025-11-20 ETN EATON CORP PLC SHS3.9K shares0.00%2025-09-302025-11-20 MCY MERCURY GEN CORP NEW14.6K shares0.00%2025-09-302025-11-20 NSIT INSIGHT ENTERPRISES INC6.2K shares0.00%2025-09-302025-11-20 HSIC SCHEIN HENRY INC6.2K shares0.00%2025-09-302025-11-20 WERN WERNER ENTERPRISES INC14.6K shares0.00%2025-09-302025-11-20 PGR PROGRESSIVE CORP OHIO1.4K shares0.00%2025-09-302025-11-20 LEG LEGGETT & PLATT INC27.1K shares0.00%2025-09-302025-11-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available