The Analysis of SPEECE THORSON CAPITAL GROUP INC's Holdings
Currently, SPEECE THORSON CAPITAL GROUP INC holds 42 types of securities in its portfolio with a total value $462.0K. In the most recent quarter, they have increased their positions in CBSH (+124.7K shares, valued at $6.5K), BRO (+62.3K shares, valued at $5.0K), MGEE (+60.0K shares, valued at $4.7K); decreased their positions in KEYS (-27.7K shares, valued at $5.6K), MTB (-20.8K shares, valued at $4.2K), ZBH (-44.3K shares, valued at $4.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
WTM WHITE MOUNT INS GRP LTD10.7K shares-5.24%2025-12-312026-01-29
HXL HEXCEL CORP NEW284.9K shares-13.54%2025-12-312026-01-29 CBSH COMMERCE BANCSHARES INC357.9K shares53.45%2025-12-312026-01-29 RPM RPM INTL INC157.7K shares-5.52%2025-12-312026-01-29 ARW ARROW ELECTRS INC145.2K shares-5.48%2025-12-312026-01-29 TTC TORO CO196.6K shares-5.80%2025-12-312026-01-29 WAB WABTEC CORP72.4K shares-5.35%2025-12-312026-01-29 TSCO TRACTOR SUPPLY CO307.4K shares22.03%2025-12-312026-01-29 MGEE MGE ENERGY INC195.6K shares44.29%2025-12-312026-01-29 GNTX GENTEX CORP650.9K shares-5.61%2025-12-312026-01-29 IEX IDEX CORP85.1K shares-4.83%2025-12-312026-01-29 CASS CASS INFORMATION SYS INC364.6K shares3.85%2025-12-312026-01-29 MSA MSA SAFETY INC93.2K shares23.72%2025-12-312026-01-29 MTB M & T BANK CORP73.2K shares-22.10%2025-12-312026-01-29 SON SONOCO PRODUCTS331.6K shares-5.54%2025-12-312026-01-29 ZBH ZIMMER HLDGS INC155.2K shares-22.21%2025-12-312026-01-29 ORLY O REILLY AUTOMOTIVE INC148.2K shares-5.16%2025-12-312026-01-29 SJM SMUCKER J M CO129.3K shares-21.28%2025-12-312026-01-29 BRO BROWN & BROWN INC157.1K shares65.75%2025-12-312026-01-29 AZZ AZZ INC113.3K shares37.01%2025-12-312026-01-29 ATR APTARGROUP INC93.9K shares-5.59%2025-12-312026-01-29 LH LABORATORY CORP AMER HLDGS45.1K shares-5.73%2025-12-312026-01-29 MWA MUELLER WTR PRODS INC467.6K shares-4.77%2025-12-312026-01-29 DVN DEVON ENERGY CORP NEW303.6K shares-6.18%2025-12-312026-01-29 KEYS KEYSIGHT TECHNOLOGIES INC51.9K shares-34.81%2025-12-312026-01-29 TFX TELEFLEX INCORPORATED83.6K shares-5.81%2025-12-312026-01-29 CASY CASEYS GEN STORES INC18.4K shares-4.14%2025-12-312026-01-29 WRB BERKLEY W R CORP144.9K shares-5.42%2025-12-312026-01-29 CHRW C H ROBINSON WORLDWIDE INC62.8K shares-24.43%2025-12-312026-01-29 MHK MOHAWK INDS INC92.1K shares-5.37%2025-12-312026-01-29 DVA DAVITA HEALTHCARE PARTNERS88.6K shares-5.25%2025-12-312026-01-29 NTRS NORTHERN TRUST CORP65.3K shares-4.85%2025-12-312026-01-29 REVG REV GROUP INC114.0K shares-5.68%2025-12-312026-01-29 WSM WILLIAMS SONOMA INC8.9K shares0.00%2025-12-312026-01-29 MCY MERCURY GEN CORP NEW14.6K shares0.00%2025-12-312026-01-29 NSIT INSIGHT ENTERPRISES INC6.2K shares0.00%2025-12-312026-01-29 HSIC SCHEIN HENRY INC6.2K shares0.00%2025-12-312026-01-29 WERN WERNER ENTERPRISES INC14.6K shares0.00%2025-12-312026-01-29 PGR PROGRESSIVE CORP OHIO1.4K shares0.00%2025-12-312026-01-29 LEG LEGGETT & PLATT INC27.1K shares0.00%2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available