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

Currently, SPEECE THORSON CAPITAL GROUP INC holds 38 types of securities in its portfolio with a total value $439.0K. In the most recent quarter, they have increased their positions in TRMB (+114.4K shares, valued at $7.5K), TEX (+108.7K shares, valued at $6.4K), NSIT (+78.2K shares, valued at $5.2K); decreased their positions in HXL (-79.9K shares, valued at $6.5K), ARW (-44.2K shares, valued at $6.3K), WAB (-19.7K shares, valued at $4.9K); initiated new positions in TRMB (+114.4K shares, valued at $7.5K), TEX (+108.7K shares, valued at $6.4K), FUL (+78.9K shares, valued at $4.9K).

1M P&L

-10.7M-2.39%

3M P&L

-18.2M-4.00%

HY P&L

+37.1M+9.26%

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 - Regional30.1K

7.1%

2Insurance - Property & Casualty29.4K

6.9%

3Specialty Business Services27.2K

6.4%

Top Industries by Stock Count

1Medical Instruments & Supplies2 stocks

5.4%

2Electronics & Computer Distribution2 stocks

5.4%

3Specialty Business Services2 stocks

5.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

WTM WHITE MOUNT INS GRP LTD9.4K shares-11.95%2026-03-312026-04-29

CBSH COMMERCE BANCSHARES INC338.6K shares-5.39%2026-03-312026-04-29

HXL HEXCEL CORP NEW205.0K shares-28.04%2026-03-312026-04-29

SON SONOCO PRODUCTS306.6K shares-7.53%2026-03-312026-04-29

CASS CASS INFORMATION SYS INC354.2K shares-2.84%2026-03-312026-04-29

IEX IDEX CORP80.1K shares-5.91%2026-03-312026-04-29

MGEE MGE ENERGY INC189.5K shares-3.09%2026-03-312026-04-29

ARW ARROW ELECTRS INC101.1K shares-30.41%2026-03-312026-04-29

Sponsored

RPM RPM INTL INC145.0K shares-8.06%2026-03-312026-04-29

STERIS PLC SHS USD STERIS PLC SHS USD64.4K shares23.75%2026-03-312026-04-29

DVN DEVON ENERGY CORP NEW281.6K shares-7.24%2026-03-312026-04-29

TTC TORO CO150.2K shares-23.64%2026-03-312026-04-29

MSA MSA SAFETY INC85.2K shares-8.58%2026-03-312026-04-29

MTB M & T BANK CORP65.2K shares-11.01%2026-03-312026-04-29

GNTX GENTEX CORP609.0K shares-6.44%2026-03-312026-04-29

WAB WABTEC CORP52.7K shares-27.22%2026-03-312026-04-29

Sponsored

TSCO TRACTOR SUPPLY CO284.5K shares-7.45%2026-03-312026-04-29

ZBH ZIMMER HLDGS INC141.4K shares-8.91%2026-03-312026-04-29

TFX TELEFLEX INCORPORATED106.3K shares27.12%2026-03-312026-04-29

ORLY O REILLY AUTOMOTIVE INC127.0K shares-14.28%2026-03-312026-04-29

LH LABORATORY CORP AMER HLDGS43.8K shares-2.84%2026-03-312026-04-29

AZZ AZZ INC92.6K shares-18.26%2026-03-312026-04-29

SJM SMUCKER J M CO119.6K shares-7.49%2026-03-312026-04-29

ATR APTARGROUP INC86.8K shares-7.57%2026-03-312026-04-29

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC38.4K shares-26.03%2026-03-312026-04-29

MWA MUELLER WTR PRODS INC374.6K shares-19.89%2026-03-312026-04-29

CASY CASEYS GEN STORES INC13.0K shares-29.38%2026-03-312026-04-29

BRO BROWN & BROWN INC144.1K shares-8.25%2026-03-312026-04-29

WRB BERKLEY W R CORP131.9K shares-8.98%2026-03-312026-04-29

TRMB TRIMBLE INC114.4K sharesnew addition2026-03-312026-04-29

NTRS NORTHERN TRUST CORP53.0K shares-18.84%2026-03-312026-04-29

MHK MOHAWK INDS INC66.5K shares-27.76%2026-03-312026-04-29

Sponsored

TEX TEREX CORP NEW108.7K sharesnew addition2026-03-312026-04-29

CHRW C H ROBINSON WORLDWIDE INC38.5K shares-38.69%2026-03-312026-04-29

NSIT INSIGHT ENTERPRISES INC84.4K shares1252.26%2026-03-312026-04-29

FUL FULLER H B CO78.9K sharesnew addition2026-03-312026-04-29

MAX MEDIAALPHA INC499.0K sharesnew addition2026-03-312026-04-29

MKC MCCORMICK & CO INC75.8K sharesnew addition2026-03-312026-04-29

WTM

WHITE MOUNT INS GRP LTD

-11.95%

Shares9.4K

Event2026-03-31

Filed2026-04-29

CBSH

COMMERCE BANCSHARES INC

-5.39%

Shares338.6K

Event2026-03-31

Filed2026-04-29

HXL

HEXCEL CORP NEW

-28.04%

Shares205.0K

Event2026-03-31

Filed2026-04-29

SON

SONOCO PRODUCTS

-7.53%

Shares306.6K

Event2026-03-31

Filed2026-04-29

CASS

CASS INFORMATION SYS INC

-2.84%

Shares354.2K

Event2026-03-31

Filed2026-04-29

IEX

IDEX CORP

-5.91%

Shares80.1K

Event2026-03-31

Filed2026-04-29

MGEE

MGE ENERGY INC

-3.09%

Shares189.5K

Event2026-03-31

Filed2026-04-29

ARW

ARROW ELECTRS INC

-30.41%

Shares101.1K

Event2026-03-31

Filed2026-04-29

RPM

RPM INTL INC

-8.06%

Shares145.0K

Event2026-03-31

Filed2026-04-29

STERIS PLC SHS USD

23.75%

Shares64.4K

Event2026-03-31

Filed2026-04-29

DVN

DEVON ENERGY CORP NEW

-7.24%

Shares281.6K

Event2026-03-31

Filed2026-04-29

TTC

TORO CO

-23.64%

Shares150.2K

Event2026-03-31

Filed2026-04-29

MSA

MSA SAFETY INC

-8.58%

Shares85.2K

Event2026-03-31

Filed2026-04-29

MTB

M & T BANK CORP

-11.01%

Shares65.2K

Event2026-03-31

Filed2026-04-29

GNTX

GENTEX CORP

-6.44%

Shares609.0K

Event2026-03-31

Filed2026-04-29

WAB

WABTEC CORP

-27.22%

Shares52.7K

Event2026-03-31

Filed2026-04-29

TSCO

TRACTOR SUPPLY CO

-7.45%

Shares284.5K

Event2026-03-31

Filed2026-04-29

ZBH

ZIMMER HLDGS INC

-8.91%

Shares141.4K

Event2026-03-31

Filed2026-04-29

TFX

TELEFLEX INCORPORATED

27.12%

Shares106.3K

Event2026-03-31

Filed2026-04-29

ORLY

O REILLY AUTOMOTIVE INC

-14.28%

Shares127.0K

Event2026-03-31

Filed2026-04-29

LABORATORY CORP AMER HLDGS

-2.84%

Shares43.8K

Event2026-03-31

Filed2026-04-29

AZZ

AZZ INC

-18.26%

Shares92.6K

Event2026-03-31

Filed2026-04-29

SJM

SMUCKER J M CO

-7.49%

Shares119.6K

Event2026-03-31

Filed2026-04-29

ATR

APTARGROUP INC

-7.57%

Shares86.8K

Event2026-03-31

Filed2026-04-29

KEYS

KEYSIGHT TECHNOLOGIES INC

-26.03%

Shares38.4K

Event2026-03-31

Filed2026-04-29

MWA

MUELLER WTR PRODS INC

-19.89%

Shares374.6K

Event2026-03-31

Filed2026-04-29

CASY

CASEYS GEN STORES INC

-29.38%

Shares13.0K

Event2026-03-31

Filed2026-04-29

BRO

BROWN & BROWN INC

-8.25%

Shares144.1K

Event2026-03-31

Filed2026-04-29

WRB

BERKLEY W R CORP

-8.98%

Shares131.9K

Event2026-03-31

Filed2026-04-29

TRMB

TRIMBLE INC

New

Shares114.4K

Event2026-03-31

Filed2026-04-29

NTRS

NORTHERN TRUST CORP

-18.84%

Shares53.0K

Event2026-03-31

Filed2026-04-29

MHK

MOHAWK INDS INC

-27.76%

Shares66.5K

Event2026-03-31

Filed2026-04-29

TEX

TEREX CORP NEW

New

Shares108.7K

Event2026-03-31

Filed2026-04-29

CHRW

C H ROBINSON WORLDWIDE INC

-38.69%

Shares38.5K

Event2026-03-31

Filed2026-04-29

NSIT

INSIGHT ENTERPRISES INC

1252.26%

Shares84.4K

Event2026-03-31

Filed2026-04-29

FUL

FULLER H B CO

New

Shares78.9K

Event2026-03-31

Filed2026-04-29

MAX

MEDIAALPHA INC

New

Shares499.0K

Event2026-03-31

Filed2026-04-29

MKC

MCCORMICK & CO INC

New

Shares75.8K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available