Holders — by stockHoldings — by fund
SPEECE THORSON CAPITAL GROUP INC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 900169
$467.7M
disclosed book value
37
positions
4.1%
largest position share
Positions, as of 2026-06-30
top 37 of 37 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CBSHCOMMERCE BANCSHARES INC | 332,442 | $19.2M | 4.1% |
| 2 | WHITE MOUNT INS GRP LTD | 9,215 | $19.1M | 4.1% |
| 3 | MGEEMGE ENERGY INC | 228,679 | $18.6M | 4% |
| 4 | CASSCASS INFORMATION SYS INC | 347,328 | $17.8M | 3.8% |
| 5 | STERIS PLC SHS USD | 84,495 | $17.8M | 3.8% |
| 6 | SONSONOCO PRODUCTS | 300,496 | $16.9M | 3.6% |
| 7 | MSAMSA SAFETY INC | 96,741 | $16.9M | 3.6% |
| 8 | RPMRPM INTL INC | 142,095 | $15.8M | 3.4% |
| 9 | HXLHEXCEL CORP NEW | 152,463 | $15.3M | 3.3% |
| 10 | LHLABORATORY CORP AMER HLDGS | 54,385 | $15.2M | 3.3% |
| 11 | MTBM & T BANK CORP | 63,885 | $15.2M | 3.3% |
| 12 | ATRAPTARGROUP INC | 121,355 | $15.2M | 3.2% |
| 13 | ORLYO REILLY AUTOMOTIVE INC | 164,080 | $15.1M | 3.2% |
| 14 | GNTXGENTEX CORP | 597,167 | $15.1M | 3.2% |
| 15 | IEXIDEX CORP | 65,510 | $14.9M | 3.2% |
| 16 | TTCTORO CO | 146,959 | $14.3M | 3.1% |
| 17 | WABWABTEC CORP | 51,647 | $13.9M | 3% |
| 18 | TFXTELEFLEX INCORPORATED | 104,065 | $13.2M | 2.8% |
| 19 | SJMSMUCKER J M CO | 117,159 | $13.2M | 2.8% |
| 20 | NSITINSIGHT ENTERPRISES INC | 106,952 | $13.0M | 2.8% |
| 21 | ZBHZIMMER HLDGS INC | 138,547 | $11.9M | 2.6% |
| 22 | TRMBTRIMBLE INC | 229,315 | $11.7M | 2.5% |
| 23 | WRBBERKLEY W R CORP | 162,554 | $11.5M | 2.5% |
| 24 | TSCOTRACTOR SUPPLY CO | 359,937 | $11.4M | 2.4% |
| 25 | DVNDEVON ENERGY CORP NEW | 274,418 | $11.3M | 2.4% |
| 26 | ARWARROW ELECTRS INC | 51,368 | $11.0M | 2.3% |
| 27 | KEYSKEYSIGHT TECHNOLOGIES INC | 30,127 | $10.5M | 2.3% |
| 28 | AZZAZZ INC | 63,750 | $9.9M | 2.1% |
| 29 | MWAMUELLER WTR PRODS INC | 367,282 | $9.5M | 2% |
| 30 | NTRSNORTHERN TRUST CORP | 51,999 | $9.0M | 1.9% |
| 31 | MHKMOHAWK INDS INC | 65,195 | $7.9M | 1.7% |
| 32 | TEXTEREX CORP NEW | 106,610 | $7.7M | 1.6% |
| 33 | CHRWC H ROBINSON WORLDWIDE INC | 37,751 | $7.1M | 1.5% |
| 34 | CASYCASEYS GEN STORES INC | 7,947 | $6.3M | 1.4% |
| 35 | MAXMEDIAALPHA INC | 489,098 | $6.1M | 1.3% |
| 36 | FULFULLER H B CO | 77,354 | $4.5M | 1% |
| 37 | RYNRAYONIER INC | 211,357 | $4.5M | 1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.