§ 13F · FUND PROFILE
SPEECE THORSON CAPITAL GROUP INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $491.1B (13F)Positions · 43Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$462.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | WTM | WHITE MOUNT INS GRP LTD | 11K | $22.2B | 4.8% | NEW |
| 2 | HXL | HEXCEL CORP NEW | 285K | $21.1B | 4.6% | NEW |
| 3 | CBSH | COMMERCE BANCSHARES INC | 358K | $18.7B | 4.1% | NEW |
| 4 | RPM | RPM INTL INC | 158K | $16.4B | 3.5% | NEW |
| 5 | ARW | ARROW ELECTRS INC | 145K | $16.0B | 3.5% | NEW |
| 6 | TTC | TORO CO | 197K | $15.5B | 3.4% | NEW |
| 7 | WAB | WABTEC CORP | 72K | $15.5B | 3.3% | NEW |
| 8 | TSCO | TRACTOR SUPPLY CO | 307K | $15.4B | 3.3% | NEW |
| 9 | MGEE | MGE ENERGY INC | 196K | $15.3B | 3.3% | NEW |
| 10 | GNTX | GENTEX CORP | 651K | $15.1B | 3.3% | NEW |
§ 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 $491.1 trillion in assets. The fund runs a portfolio of 43 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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