Speece Thorson Capital Group Inc
Speece Thorson Capital Group Inc reported 37 holdings worth US$468M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 4, 2026
Speece Thorson Capital Group Inc reported 37 holdings worth US$468M as of Jun 30, 2026. Largest: Commerce Bancshares, Inc., White Mountains Insurance Group, Ltd. and Mge Energy Inc. Filed Aug 4, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$468M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Commerce Bancshares, Inc. | 332K | US$19.2M | 4.1% |
| White Mountains Insurance Group, Ltd. | 9,215 | US$19.1M | 4.1% |
| Mge Energy Inc. | 229K | US$18.6M | 4.0% |
| Cass Information Systems, Inc | 347K | US$17.8M | 3.8% |
| Sonoco Products Company | 300K | US$16.9M | 3.6% |
| Msa Safety Incorporated | 96,741 | US$16.9M | 3.6% |
| Rpm International Inc. | 142K | US$15.8M | 3.4% |
| Hexcel Corporation | 152K | US$15.3M | 3.3% |
| Labcorp Holdings Inc. | 54,385 | US$15.2M | 3.3% |
| M&t Bank Corporation | 63,885 | US$15.2M | 3.3% |
| Aptargroup, Inc. | 121K | US$15.2M | 3.2% |
| O'reilly Automotive, Inc. | 164K | US$15.1M | 3.2% |
| Gentex Corporation | 597K | US$15.1M | 3.2% |
| Idex Corporation | 65,510 | US$14.9M | 3.2% |
| Toro Company (the) | 147K | US$14.3M | 3.1% |
| Westinghouse Air Brake Technologies Corporation | 51,647 | US$13.9M | 3.0% |
| Teleflex Incorporated | 104K | US$13.2M | 2.8% |
| The J.m. Smucker Company | 117K | US$13.2M | 2.8% |
| Insight Enterprises, Inc. | 107K | US$13M | 2.8% |
| Zimmer Biomet Holdings, Inc. | 139K | US$11.9M | 2.6% |
| Trimble Inc. | 229K | US$11.7M | 2.5% |
| W.r. Berkley Corporation | 163K | US$11.5M | 2.5% |
| Tractor Supply Company | 360K | US$11.4M | 2.4% |
| Devon Energy Corporation | 274K | US$11.3M | 2.4% |
| Arrow Electronics, Inc. | 51,368 | US$11M | 2.3% |
| Keysight Technologies Inc. | 30,127 | US$10.5M | 2.3% |
| Azz Inc. | 63,750 | US$9.88M | 2.1% |
| Mueller Water Products | 367K | US$9.49M | 2.0% |
| Northern Trust Corporation | 51,999 | US$9.04M | 1.9% |
| Mohawk Industries, Inc. | 65,195 | US$7.91M | 1.7% |
| Terex Corporation | 107K | US$7.72M | 1.6% |
| C.h. Robinson Worldwide, Inc. | 37,751 | US$7.11M | 1.5% |
| Caseys General Stores, Inc. | 7,947 | US$6.32M | 1.4% |
| Mediaalpha, Inc. | 489K | US$6.15M | 1.3% |
| H. B. Fuller Company | 77,354 | US$4.51M | 0.96% |
| Rayonier Inc. Reit | 211K | US$4.5M | 0.96% |
| Brown & Brown, Inc. | 0 | US$0 | 0.00% |
| Mccormick & Company, Incorporated | 0 | US$0 | 0.00% |
Source
View original at SEC
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