Speece Thorson Capital Group Inc

Investment Portfolio & 13F Holdings Analysis

About

SPEECE THORSON CAPITAL GROUP INC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 42 holdings worth $0.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 42
Total Value: 485569
Accession Number: 0000900169-25-000002
Form Type: 13F-HR
CIK: 0000900169
Manager Name: Speece Thorson Capital Group Inc

Data Enrichment

100% identified

42 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

42 positions • $485.569K total value

42 positions

Manager:

SEC FilingSEC DataHachi Filing

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WHITE MOUNTAINS INSURANCE GROUP LTD

WTM|G9618E107

11159(-1.6%)

Value:

$21.5M(-2.6%)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

178761(-1.7%)

Value:

$20.2M(+5.3%)

FMC CORP

FMC|302491303

462145(+1.2%)

Value:

$19.5M(-12.1%)

RPM INTERNATIONAL INC/DE/

RPM|749685103

165448(-1.7%)

Value:

$19.1M(-7.6%)

J M SMUCKER Co

SJM|832696405

139087(-1.7%)

Value:

$16.5M(+5.7%)

BERKLEY W R CORP

WRB|084423102

225151(-1.6%)

Value:

$16.0M(+19.7%)

GENTEX CORP

GNTX|371901109

682684(+18.3%)

Value:

$15.9M(-4.1%)

ARROW ELECTRONICS, INC.

ARW|042735100

152279(-1.7%)

Value:

$15.8M(-9.8%)

HEXCEL CORP /DE/

HXL|428291108

285814(-1.8%)

Value:

$15.7M(-14.2%)

TORO CO

TTC|891092108

206412(-1.8%)

Value:

$15.0M(-10.8%)

STERIS plc

STE|G8473T100

65658(-1.6%)

Value:

$14.9M(+8.4%)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

10340(-20.1%)

Value:

$14.8M(-3.5%)

M&T BANK CORP

MTB|55261F104

82509(-1.6%)

Value:

$14.7M(-6.5%)

Mueller Water Products, Inc.

MWA|624758108

574151(-15.3%)

Value:

$14.6M(-4.3%)

COMMERCE BANCSHARES INC /MO/

CBSH|200525103

231232(-1.7%)

Value:

$14.4M(-1.8%)

DAVITA INC.

DVA|23918K108

92740(-12.0%)

Value:

$14.2M(-10.0%)

CASS INFORMATION SYSTEMS INC

CASS|14808P109

322918(-1.8%)

Value:

$14.0M(+3.8%)

IDEX CORP /DE/

IEX|45167R104

76567(+58.8%)

Value:

$13.9M(+37.3%)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

249635(-1.7%)

Value:

$13.8M(+2.1%)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

75832(-1.6%)

Value:

$13.8M(-5.9%)

Instrument	Shares		Other Manager	Value
White Mountains Insurance Group Ltd(WTMcusipG9618E107)	11.2K	QoQ -1.59% (-181) YoY -18.84% (-2.6K)	All Managers (Combined)	$21.5K	QoQ -2.57% (-$567) YoY -12.90% (-$3.2K)
Zimmer Biomet Holdings, Inc.(ZBHcusip98956P102)	178.8K	QoQ -1.67% (-3.0K) YoY +14.47% (-22.6K)	All Managers (Combined)	$20.2K	QoQ +5.35% (-$1.0K) YoY -1.83% (-$378)
Fmc Corp(FMCcusip302491303)	462.1K	QoQ +1.23% (-5.6K) YoY +99.64% (+230.7K)	All Managers (Combined)	$19.5K	QoQ -12.13% (-$2.7K) YoY +32.22% (+$4.8K)
Rpm International Inc/De/(RPMcusip749685103)	165.4K	QoQ -1.70% (-2.9K) YoY -4.21% (-7.3K)	All Managers (Combined)	$19.1K	QoQ -7.59% (-$1.6K) YoY -6.85% (-$1.4K)
J M Smucker Co(SJMcusip832696405)	139.1K	QoQ -1.69% (-2.4K) YoY +50.39% (+46.6K)	All Managers (Combined)	$16.5K	QoQ +5.70% (-$889) YoY +41.47% (+$4.8K)
Berkley W R Corp(WRBcusip084423102)	225.2K	QoQ -1.57% (-3.6K) YoY +43.38% (+68.1K)	All Managers (Combined)	$16.0K	QoQ +19.68% (-$2.6K) YoY +15.37% (+$2.1K)
Gentex Corp(GNTXcusip371901109)	682.7K	QoQ +18.26% (-105.4K) YoY +33.63% (-171.8K)	All Managers (Combined)	$15.9K	QoQ -4.08% (-$677) YoY -13.79% (-$2.5K)
Arrow Electronics, Inc.(ARWcusip042735100)	152.3K	QoQ -1.72% (-2.7K) YoY +8.97% (-12.5K)	All Managers (Combined)	$15.8K	QoQ -9.79% (-$1.7K) YoY -12.60% (-$2.3K)
Hexcel Corp /De/(HXLcusip428291108)	285.8K	QoQ -1.77% (-5.2K) YoY +61.19% (+108.5K)	All Managers (Combined)	$15.7K	QoQ -14.21% (-$2.6K) YoY +21.16% (+$2.7K)
Toro Co(TTCcusip891092108)	206.4K	QoQ -1.78% (-3.7K) YoY +152.12% (+124.5K)	All Managers (Combined)	$15.0K	QoQ -10.79% (-$1.8K) YoY +100.15% (+$7.5K)
Steris Plc(STEcusipG8473T100)	65.7K	QoQ -1.64% (-1.1K) YoY -4.16% (-2.9K)	All Managers (Combined)	$14.9K	QoQ +8.44% (-$1.2K) YoY -3.38% (-$521)
O Reilly Automotive Inc(ORLYcusip67103H107)	10.3K	QoQ -20.10% (-2.6K) YoY -22.16% (-2.9K)	All Managers (Combined)	$14.8K	QoQ -3.47% (-$533) YoY -1.22% (-$183)
M&T Bank Corp(MTBcusip55261F104)	82.5K	QoQ -1.63% (-1.4K) YoY -36.08% (-46.6K)	All Managers (Combined)	$14.7K	QoQ -6.48% (-$1.0K) YoY -21.44% (-$4.0K)
Mueller Water Products, Inc.(MWAcusip624758108)	574.2K	QoQ -15.27% (-103.5K) YoY -40.90% (-397.4K)	All Managers (Combined)	$14.6K	QoQ -4.27% (-$652) YoY -6.63% (-$1.0K)
Commerce Bancshares Inc /Mo/(CBSHcusip200525103)	231.2K	QoQ -1.68% (-4.0K) YoY +0.66% (+1.5K)	All Managers (Combined)	$14.4K	QoQ -1.80% (-$265) YoY +17.74% (+$2.2K)
Davita Inc.(DVAcusip23918K108)	92.7K	QoQ -12.02% (-12.7K) YoY -14.54% (-15.8K)	All Managers (Combined)	$14.2K	QoQ -10.00% (-$1.6K) YoY -5.30% (-$794)
Cass Information Systems Inc(CASScusip14808P109)	322.9K	QoQ -1.82% (-6.0K) YoY +103.34% (+164.1K)	All Managers (Combined)	$14.0K	QoQ +3.78% (-$509) YoY +82.58% (+$6.3K)
Idex Corp /De/(IEXcusip45167R104)	76.6K	QoQ +58.77% (+28.3K) YoY +54.80% (+27.1K)	All Managers (Combined)	$13.9K	QoQ +37.28% (+$3.8K) YoY +14.80% (+$1.8K)
Tractor Supply Co /De/(TSCOcusip892356106)	249.6K	QoQ -1.67% (-4.3K) YoY +378.95% (+197.5K)	All Managers (Combined)	$13.8K	QoQ +2.10% (-$283) YoY +0.83% (+$114)
Westinghouse Air Brake Technologies Corp(WABcusip929740108)	75.8K	QoQ -1.61% (-1.2K) YoY -24.10% (-24.1K)	All Managers (Combined)	$13.8K	QoQ -5.89% (-$861) YoY -5.52% (-$804)