SPEECE THORSON CAPITAL GROUP INC: 13F holdings
CIK 9001692026Q2
| Positions | 37 |
|---|
| Reported value | $467.7m |
|---|
| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 37 (-1 vs prior quarter) |
|---|
| Reported value | $467.7m (+6.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CBSH COMMERCE BANCSHARES INC | 332,442 | $19.2m | 4.1% |
| WHITE MOUNT INS GRP LTD | 9,215 | $19.1m | 4.1% |
| MGEE MGE ENERGY INC | 228,679 | $18.6m | 4.0% |
| CASS CASS INFORMATION SYS INC | 347,328 | $17.8m | 3.8% |
| STERIS PLC SHS USD | 84,495 | $17.8m | 3.8% |
| SON SONOCO PRODUCTS | 300,496 | $16.9m | 3.6% |
| MSA MSA SAFETY INC | 96,741 | $16.9m | 3.6% |
| RPM RPM INTL INC | 142,095 | $15.8m | 3.4% |
| HXL HEXCEL CORP NEW | 152,463 | $15.3m | 3.3% |
| LH LABORATORY CORP AMER HLDGS | 54,385 | $15.2m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="900169")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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