SPEECE THORSON CAPITAL GROUP INC
CIK 900169 · Holdings on Jun 30, 2025 · First reported Aug 5, 2025
Top ten holdings
Q2 2025- WTM4.16%
- ARW4.03%
- HXL3.84%
- RPM3.78%
- MTB3.76%
- ZBH3.75%
- SJM3.32%
- WAB3.30%
- IEX3.23%
- SON3.15%
Share classes counted separately36.32%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FMCWeight decreased · -1.37 pp4.02% → 2.65%Shares -149.97K (-32.45%)
- SONWeight increased · +1.04 pp2.11% → 3.15%Shares +137.88K (+63.47%)
- WRBWeight decreased · -0.98 pp3.30% → 2.32%Shares -70.23K (-31.19%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | WTMWHITE MOUNTAINS INSURANCE GP View history and evidence | $20.44M | 4.16% | 11.38K shares | 4.43% → 4.16%-0.27 pp +224 (+2.01%) | Added | ↗▾ |
| 02 | ARWARROW ELECTRONICS INC View history and evidence | $19.81M | 4.03% | 155.44K shares | 3.26% → 4.03%+0.77 pp +3.16K (+2.08%) | Added | ↗▾ |
| 03 | HXLHEXCEL CORP View history and evidence | $18.84M | 3.84% | 333.47K shares | 3.22% → 3.84%+0.62 pp +47.66K (+16.67%) | Added | ↗▾ |
| 04 | RPMRPM INTERNATIONAL INC View history and evidence | $18.54M | 3.78% | 168.80K shares | 3.94% → 3.78%-0.16 pp +3.36K (+2.03%) | Added | ↗▾ |
| 05 | MTBM & T BANK CORP View history and evidence | $18.45M | 3.76% | 95.09K shares | 3.04% → 3.76%+0.72 pp +12.58K (+15.25%) | Added | ↗▾ |
| 06 | ZBHZIMMER BIOMET HOLDINGS INC View history and evidence | $18.41M | 3.75% | 201.81K shares | 4.17% → 3.75%-0.42 pp +23.05K (+12.89%) | Added | ↗▾ |
| 07 | SJMJM SMUCKER CO/THE View history and evidence | $16.32M | 3.32% | 166.18K shares | 3.39% → 3.32%-0.07 pp +27.09K (+19.48%) | Added | ↗▾ |
| 08 | WABWABTEC CORP View history and evidence | $16.19M | 3.30% | 77.34K shares | 2.83% → 3.30%+0.47 pp +1.51K (+1.99%) | Added | ↗▾ |
| 09 | IEXIDEX CORP View history and evidence | $15.89M | 3.23% | 90.48K shares | 2.85% → 3.23%+0.38 pp +13.92K (+18.18%) | Added | ↗▾ |
| 10 | SONSONOCO PRODUCTS CO View history and evidence | $15.47M | 3.15% | 355.14K shares | 2.11% → 3.15%+1.04 pp +137.88K (+63.47%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 900169 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 491133
}Research all 43 reported holdings.
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