§ 13F · FUND PROFILE
SPEECE THORSON CAPITAL GROUP INC.
AUM · $468M (13F)Positions · 37Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CBSH | COMMERCE BANCSHARES INC | 332K | $19M | 4.1% | −2% |
| 2 | WTM | WHITE MOUNT INS GRP LTD | 9K | $19M | 4.1% | −2% |
| 3 | MGEE | MGE ENERGY INC | 229K | $19M | 4.0% | +21% |
| 4 | CASS | CASS INFORMATION SYS INC | 347K | $18M | 3.8% | −2% |
| 5 | STE | STERIS PLC SHS USD | 84K | $18M | 3.8% | +31% |
| 6 | SON | SONOCO PRODUCTS | 300K | $17M | 3.6% | −2% |
| 7 | MSA | MSA SAFETY INC | 97K | $17M | 3.6% | +14% |
| 8 | RPM | RPM INTL INC | 142K | $16M | 3.4% | −2% |
| 9 | HXL | HEXCEL CORP NEW | 152K | $15M | 3.3% | −26% |
| 10 | LH | LABORATORY CORP AMER HLDGS | 54K | $15M | 3.3% | +24% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SPEECE SIGNAL
AC read
SPEECE THORSON CAPITAL GROUP INC is a Other fund managing $468 million in assets. The fund runs a portfolio of 37 positions.
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