Holdings
Speece Thorson Capital Group Inc
As of Jun 30, 2026, Speece Thorson Capital Group Inc reported 36 positions worth US$450M. Largest: Commerce Bancshares, Inc., White Mountains Insurance Group, Ltd. and Mge Energy Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Commerce Bancshares, Inc. | 332K | US$19.2M | −6,194 | Jun 30, 2026 |
| White Mountains Insurance Group, Ltd. | 9,215 | US$19.1M | −182 | Jun 30, 2026 |
| Mge Energy Inc. | 229K | US$18.6M | +39,132 | Jun 30, 2026 |
| Cass Information Systems, Inc | 347K | US$17.8M | −6,909 | Jun 30, 2026 |
| Sonoco Products Company | 300K | US$16.9M | −6,141 | Jun 30, 2026 |
| Msa Safety Incorporated | 96,741 | US$16.9M | +11,576 | Jun 30, 2026 |
| Rpm International Inc. | 142K | US$15.8M | −2,864 | Jun 30, 2026 |
| Hexcel Corporation | 152K | US$15.3M | −52,550 | Jun 30, 2026 |
| Labcorp Holdings Inc. | 54,385 | US$15.2M | +10,542 | Jun 30, 2026 |
| M&t Bank Corporation | 63,885 | US$15.2M | −1,290 | Jun 30, 2026 |