§ 13F · FUND PROFILE
SPEECE THORSON CAPITAL GROUP INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $491K (13F)Positions · 43Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$27K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | WTM | WHITE MOUNT INS GRP LTD | 9K | $21K | 4.7% | −12% |
| 2 | CBSH | COMMERCE BANCSHARES INC | 339K | $17K | 3.8% | −5% |
| 3 | HXL | HEXCEL CORP NEW | 205K | $17K | 3.8% | −28% |
| 4 | SON | SONOCO PRODUCTS | 307K | $17K | 3.8% | −8% |
| 5 | CASS | CASS INFORMATION SYS INC | 354K | $16K | 3.6% | −3% |
| 6 | IEX | IDEX CORP | 80K | $15K | 3.5% | −6% |
| 7 | MGEE | MGE ENERGY INC | 190K | $15K | 3.3% | −3% |
| 8 | ARW | ARROW ELECTRS INC | 101K | $14K | 3.3% | −30% |
| 9 | RPM | RPM INTL INC | 145K | $14K | 3.3% | −8% |
| 10 | STE | STERIS PLC SHS USD | 64K | $14K | 3.2% | +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 $491 thousand in assets. The fund runs a portfolio of 43 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed