Speece Thorson Capital Group Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$439.0M
Q ending 2026-03-31
Prior quarter
$462K
Q ending 2025-12-31
Change
+94929.6% QoQ · +90307.5% YoY
Positions
38
reported holdings
Largest positions
All 38 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| White Mount Ins Grp Ltd | Shares | $21K | 9K | |
| Commerce Bancshares Inc | CBSH | Shares | $17K | 339K |
| Hexcel Corp New | HXL | Shares | $17K | 205K |
| Sonoco Products | SON | Shares | $17K | 307K |
| Cass Information Sys Inc | CASS | Shares | $16K | 354K |
| Idex Corp | IEX | Shares | $15K | 80K |
| Mge Energy Inc | MGEE | Shares | $15K | 190K |
| Arrow Electrs Inc | ARW | Shares | $14K | 101K |
| Rpm Intl Inc | RPM | Shares | $14K | 145K |
| Steris Plc Shs Usd | Shares | $14K | 64K | |
| Devon Energy Corp New | DVN | Shares | $14K | 282K |
| Toro Co | TTC | Shares | $14K | 150K |
| Msa Safety Inc | MSA | Shares | $14K | 85K |
| M & T Bank Corp | MTB | Shares | $13K | 65K |
| Gentex Corp | GNTX | Shares | $13K | 609K |
| Wabtec Corp | WAB | Shares | $13K | 53K |
| Tractor Supply Co | TSCO | Shares | $13K | 284K |
| Zimmer Hldgs Inc | ZBH | Shares | $13K | 141K |
| Teleflex Incorporated | TFX | Shares | $13K | 106K |
| O Reilly Automotive Inc | ORLY | Shares | $12K | 127K |
| Laboratory Corp Amer Hldgs | LH | Shares | $12K | 44K |
| Azz Inc | AZZ | Shares | $12K | 93K |
| Smucker J M Co | SJM | Shares | $12K | 120K |
| Aptargroup Inc | ATR | Shares | $11K | 87K |
| Keysight Technologies Inc | KEYS | Shares | $11K | 38K |
| Mueller Wtr Prods Inc | MWA | Shares | $10K | 375K |
| Caseys Gen Stores Inc | CASY | Shares | $9K | 13K |
| Brown & Brown Inc | BRO | Shares | $9K | 144K |
| Berkley W R Corp | WRB | Shares | $9K | 132K |
| Trimble Inc | TRMB | Shares | $7K | 114K |
| Northern Trust Corp | NTRS | Shares | $7K | 53K |
| Mohawk Inds Inc | MHK | Shares | $7K | 66K |
| Terex Corp New | TEX | Shares | $6K | 109K |
| C H Robinson Worldwide Inc | CHRW | Shares | $6K | 39K |
| Insight Enterprises Inc | NSIT | Shares | $6K | 84K |
| Fuller H B Co | FUL | Shares | $5K | 79K |
| Mediaalpha Inc | MAX | Shares | $5K | 499K |
| Mccormick & Co Inc | MKC | Shares | $4K | 76K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.