ST

SPEECE THORSON CAPITAL GROUP INC

13F
SPEECE THORSON CAPITAL GROUP INC
Last update 2025-05-01 42 Stocks (2 new)
Value $486.00 Mil Turnover 6 %
Countries:
Top Holdings: WTM(4.43%)ZBH(4.17%)FMC(4.02%)RPM(3.94%)SJM(3.39%)
Summary Stock Picks Current Portfolio
SPEECE THORSON CAPITAL GROUP I... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
WTM 		White Mountains Insurance Group Ltd
11,159
21,490.0
-1.60%
4.430
-0.07%
0.430
-2.33%
-7.82%
4,612.1
Insurance
ZBH 		Zimmer Biomet Holdings Inc
178,761
20,230.0
-1.67%
4.170
-0.06%
0.090
-11.82%
-13.19%
18,103.1
Medical Devices & Instruments
FMC 		FMC Corp
462,145
19,500.0
+1.23%
4.020
+0.05%
0.370
+14.00%
-14.17%
5,140.0
Agriculture
RPM 		RPM International Inc
165,448
19,140.0
-1.70%
3.940
-0.07%
0.130
-4.63%
-6.02%
14,718.5
Chemicals
SJM 		JM Smucker Co
139,087
16,470.0
-1.69%
3.390
-0.05%
0.130
+3.38%
+4.18%
11,967.6
Consumer Packaged Goods
WRB 		WR Berkley Corp
225,151
16,020.0
-1.58%
3.300
-0.04%
0.060
+19.51%
+27.25%
28,212.7
Insurance
GNTX 		Gentex Corp
682,684
15,910.0
+18.27%
3.280
+0.51%
0.300
-10.23%
-24.69%
4,815.3
Vehicles & Parts
ARW 		Arrow Electronics Inc
152,279
15,810.0
-1.72%
3.260
-0.06%
0.290
+16.32%
+7.32%
6,297.5
Hardware
HXL 		Hexcel Corp
285,814
15,650.0
-1.78%
3.220
-0.06%
0.360
-4.42%
-9.96%
4,511.9
Aerospace & Defense
TTC 		The Toro Co
206,412
15,020.0
-1.78%
3.090
-0.06%
0.210
+2.55%
-3.46%
7,679.2
Industrial Products

SPEECE THORSON CAPITAL GROUP INC's Historical Top Holdings Breakdowns

SPEECE THORSON CAPITAL GROUP INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HSIC 		Henry Schein Inc2025-03-31Reduce
-3.13%
●
68.49 ($73.84) 81.91
$70.56
-4.44%
Reduce -97.04%
7,024
-229,891
MSA 		MSA Safety Inc2025-03-31New Buy
+2.24%
●
146.69 ($159.4) 166.47
$165.64
3.91%
New holding
74,263
74,263
CABO 		Cable One Inc2025-03-31Sold Out
-1.88%
●
226.48 ($292.22) 373.32
$145.43
-50.23%
Sold Out
0
-26,292
IEX 		IDEX Corp2025-03-31Add
+1.05%
●
178.23 ($199.07) 224.31
$182.01
-8.57%
Add 58.77%
76,567
28,343
REVG 		REV Group Inc2025-03-31New Buy
+1.00%
●
27.3 ($32.38) 35.58
$42.74
32.00%
New holding
153,233
153,233
ATR 		AptarGroup Inc2025-03-31Add
+0.89%
●
141.7 ($150.54) 159.83
$155.00
2.96%
Add 56.17%
80,864
29,086
SON 		Sonoco Products Co2025-03-31Reduce
-0.87%
●
44.71 ($47.28) 49.22
$45.38
-4.01%
Reduce -29.39%
217,255
-90,425
ORLY 		O'Reilly Automotive Inc2025-03-31Reduce
-0.61%
●
1187.71 ($1304.91) 1432.58
$1,362.48
4.41%
Reduce -20.11%
10,340
-2,602
GNTX 		Gentex Corp2025-03-31Add
+0.51%
●
23.3 ($25.57) 28.48
$21.38
-16.39%
Add 18.27%
682,684
105,446
MWA 		Mueller Water Products Inc2025-03-31Reduce
-0.46%
●
21.65 ($25.08) 28.24
$24.32
-3.03%
Reduce -15.27%
574,151
-103,500

SPEECE THORSON CAPITAL GROUP INC Total Holding History ($B)

To

SPEECE THORSON CAPITAL GROUP INC's Asset Allocation

To

SPEECE THORSON CAPITAL GROUP INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SPEECE THORSON CAPITAL GROUP INC's Hypothetical Growth since 2025-03-31

SPEECE THORSON CAPITAL GROUP INC's Yearly Returns

Year Portfolio % % Excess Gain %

SPEECE THORSON CAPITAL GROUP INC's Holdings Heat Map

Size field:

SPEECE THORSON CAPITAL GROUP INC's Holdings Bubble Chart

SPEECE THORSON CAPITAL GROUP INC News

  • 1

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