Speece Thorson Capital Group Inc

13F filer · CIK 0000900169

Reported Aug 4, 2026

13F portfolio value$468MU.S. long equity reported on 13F

Positions37Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight36.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 202637 positions
CBSHCommerce Bancshares Inc	$19.2M	4.10%	0.23%	Not reported	Q2 2013
WTMWhite Mountains Insurance Group Ltd	$19.1M	4.08%	0.39%	Not reported	Q2 2013
MGEEMge Energy Inc	$18.6M	3.99%	0.62%	Not reported	Q4 2015
CASSCass Information Systems Inc	$17.8M	3.81%	2.71%	Not reported	Q4 2023
STESTERIS plc	$17.8M	3.80%	0.09%	Not reported	Q2 2013
SONSonoco Products Co	$16.9M	3.62%	0.30%	Not reported	Q2 2013
MSAMSA Safety Inc	$16.9M	3.61%	0.25%	Not reported	Q3 2017
RPMRPM International Inc	$15.8M	3.38%	0.11%	Not reported	Q1 2020
HXLHexcel Corp	$15.3M	3.26%	0.20%	Not reported	Q1 2020
LHLabcorp Holdings Inc.	$15.2M	3.26%	0.07%	Not reported	Q2 2024
MTBM&T Bank Corp	$15.2M	3.25%	0.04%	Not reported	Q2 2013
ATRAptargroup, Inc.	$15.2M	3.25%	0.19%	Not reported	Q2 2013
ORLYO Reilly Automotive Inc	$15.1M	3.23%	0.02%	Not reported	Q3 2017
GNTXGentex Corp	$15.1M	3.23%	0.28%	Not reported	Q1 2022
IEXIdex Corp	$14.9M	3.18%	0.09%	Not reported	Q2 2013
TTCToro Co	$14.3M	3.06%	0.15%	Not reported	Q1 2024
WABWestinghouse Air Brake Technologies Corp	$13.9M	2.98%	0.03%	Not reported	Q3 2017
TFXTeleflex Inc	$13.2M	2.82%	0.24%	Not reported	Q1 2023
SJMJ M SMUCKER Co	$13.2M	2.82%	0.11%	Not reported	Q2 2013
NSITInsight Enterprises Inc	$13M	2.79%	0.36%	Not reported	Q1 2020
ZBHZimmer Biomet Holdings, Inc.	$11.9M	2.55%	0.07%	Not reported	Q2 2013
TRMBTrimble Inc.	$11.7M	2.51%	0.10%	Not reported	Q2 2020
WRBBerkley W R Corp	$11.5M	2.45%	0.04%	Not reported	Q2 2013
TSCOTractor Supply Co	$11.4M	2.43%	0.07%	Not reported	Q4 2019
DVNDevon Energy Corp	$11.3M	2.42%	0.04%	Not reported	Q4 2015
ARWArrow Electronics, Inc.	$11M	2.34%	0.10%	Not reported	Q2 2013
KEYSKeysight Technologies, Inc.	$10.5M	2.25%	0.02%	Not reported	Q2 2022
AZZAzz Inc	$9.88M	2.11%	0.21%	Not reported	Q2 2025
MWAMueller Water Products, Inc.	$9.49M	2.03%	0.24%	Not reported	Q1 2018
NTRSNorthern Trust Corp	$9.04M	1.93%	0.03%	Not reported	Q2 2013
MHKMohawk Industries Inc	$7.91M	1.69%	0.11%	Not reported	Q4 2018
TEXTerex Corp	$7.72M	1.65%	0.09%	New	Q2 2026
CHRWC. H. Robinson Worldwide, Inc.	$7.11M	1.52%	0.03%	Not reported	Q2 2013
CASYCaseys General Stores Inc	$6.32M	1.35%	0.02%	Not reported	Q2 2013
MAXMediaAlpha, Inc.	$6.15M	1.31%	Not reported	New	Q2 2026
FULFuller H B Co	$4.51M	0.96%	0.14%	New	Q2 2026
RYNRayonier Inc	$4.5M	0.96%	0.07%	New	Q2 2026
Q4 2025Reported Jan 29, 202642 positions
WTMWhite Mountains Insurance Group Ltd	$22.2M	4.80%	0.43%	-5.2%	Q2 2013
HXLHexcel Corp	$21.1M	4.56%	0.38%	-13.5%	Q1 2020
CBSHCommerce Bancshares Inc	$18.7M	4.06%	0.26%	+46.1%	Q2 2013
RPMRPM International Inc	$16.4M	3.55%	0.12%	-5.5%	Q1 2020
ARWArrow Electronics, Inc.	$16M	3.46%	0.28%	-5.5%	Q2 2013
TTCToro Co	$15.5M	3.35%	0.20%	-5.8%	Q1 2024
WABWestinghouse Air Brake Technologies Corp	$15.5M	3.34%	0.04%	-5.4%	Q3 2017
TSCOTractor Supply Co	$15.4M	3.33%	0.06%	+22.0%	Q4 2019
MGEEMge Energy Inc	$15.3M	3.32%	0.54%	+44.3%	Q4 2015
GNTXGentex Corp	$15.1M	3.28%	0.30%	-5.6%	Q1 2022
IEXIdex Corp	$15.1M	3.28%	0.11%	-4.8%	Q2 2013
CASSCass Information Systems Inc	$15.1M	3.28%	2.82%	+3.9%	Q4 2023
MSAMSA Safety Inc	$14.9M	3.23%	0.24%	+23.7%	Q3 2017
MTBM&T Bank Corp	$14.8M	3.19%	0.05%	-22.1%	Q2 2013
SONSonoco Products Co	$14.5M	3.13%	0.34%	-5.5%	Q2 2013
ZBHZimmer Biomet Holdings, Inc.	$14M	3.02%	0.08%	-22.2%	Q2 2013
ORLYO Reilly Automotive Inc	$13.5M	2.93%	0.02%	-5.2%	Q3 2017
STESTERIS plc	$13.2M	2.86%	0.05%	-5.3%	Q2 2013
SJMJ M SMUCKER Co	$12.6M	2.74%	0.12%	-21.3%	Q2 2013
BROBrown & Brown, Inc.	$12.5M	2.71%	0.05%	+65.8%	Q2 2022
AZZAzz Inc	$12.1M	2.63%	0.38%	+37.0%	Q2 2025
ATRAptargroup, Inc.	$11.5M	2.48%	0.14%	-5.6%	Q2 2013
LHLabcorp Holdings Inc.	$11.3M	2.45%	0.05%	-5.7%	Q2 2024
MWAMueller Water Products, Inc.	$11.1M	2.41%	0.30%	-4.8%	Q1 2018
DVNDevon Energy Corp	$11.1M	2.41%	0.05%	-6.2%	Q4 2015
KEYSKeysight Technologies, Inc.	$10.5M	2.28%	0.03%	-34.8%	Q2 2022
TFXTeleflex Inc	$10.2M	2.21%	0.19%	-5.8%	Q1 2023
CASYCaseys General Stores Inc	$10.2M	2.20%	0.05%	-4.1%	Q2 2013
WRBBerkley W R Corp	$10.2M	2.20%	0.04%	-5.4%	Q2 2013
CHRWC. H. Robinson Worldwide, Inc.	$10.1M	2.19%	0.05%	-24.4%	Q2 2013
MHKMohawk Industries Inc	$10.1M	2.18%	0.15%	-5.4%	Q4 2018
DVADavita Inc.	$10.1M	2.18%	0.13%	-5.3%	Q1 2015
NTRSNorthern Trust Corp	$8.93M	1.93%	0.04%	-4.9%	Q2 2013
REVGREV Group, Inc.	$6.93M	1.50%	0.23%	-5.7%	Q1 2025
WSMWilliams Sonoma Inc	$1.59M	0.34%	0.01%	Not reported	Q4 2016
MCYMercury General Corp	$1.37M	0.30%	0.03%	Not reported	Q2 2013
ETNEaton Corp plc	$1.2M	0.26%	0.00%	-3.9%	Q2 2013
NSITInsight Enterprises Inc	$509K	0.11%	0.02%	Not reported	Q1 2020
HSICHenry Schein Inc	$466K	0.10%	0.01%	Not reported	Q2 2021
WERNWerner Enterprises Inc	$437K	0.09%	0.02%	Not reported	Q2 2013
PGRProgressive Corp	$325K	0.07%	0.00%	Not reported	Q2 2013
LEGLeggett & Platt Inc	$298K	0.06%	0.02%	Not reported	Q2 2013
Q3 2025Reported Nov 20, 202544 positions
HXLHexcel Corp	$20.7M	4.13%	0.41%	-1.2%	Q1 2020
RPMRPM International Inc	$19.7M	3.93%	0.13%	-1.1%	Q1 2020
ZBHZimmer Biomet Holdings, Inc.	$19.7M	3.93%	0.10%	-1.2%	Q2 2013
GNTXGentex Corp	$19.5M	3.90%	0.31%	-1.2%	Q1 2022
WTMWhite Mountains Insurance Group Ltd	$18.8M	3.76%	0.44%	-1.1%	Q2 2013
ARWArrow Electronics, Inc.	$18.6M	3.71%	0.30%	-1.2%	Q2 2013
MTBM&T Bank Corp	$18.6M	3.71%	0.06%	-1.1%	Q2 2013
SJMJ M SMUCKER Co	$17.8M	3.56%	0.15%	-1.2%	Q2 2013
ORLYO Reilly Automotive Inc	$16.8M	3.36%	0.02%	-1.1%	Q3 2017
TTCToro Co	$15.9M	3.18%	0.21%	-1.2%	Q1 2024
WABWestinghouse Air Brake Technologies Corp	$15.3M	3.06%	0.04%	-1.1%	Q3 2017
SONSonoco Products Co	$15.1M	3.02%	0.36%	-1.2%	Q2 2013
IEXIdex Corp	$14.6M	2.91%	0.12%	-1.2%	Q2 2013
TSCOTractor Supply Co	$14.3M	2.86%	0.05%	-1.2%	Q4 2019
CBSHCommerce Bancshares Inc	$13.9M	2.79%	0.17%	-1.2%	Q2 2013
KEYSKeysight Technologies, Inc.	$13.9M	2.78%	0.05%	-1.2%	Q2 2022
CASSCass Information Systems Inc	$13.8M	2.76%	2.68%	+6.4%	Q4 2023
LHLabcorp Holdings Inc.	$13.7M	2.75%	0.06%	-1.2%	Q2 2024
STESTERIS plc	$13.6M	2.72%	0.06%	-1.1%	Q2 2013
ATRAptargroup, Inc.	$13.3M	2.66%	0.15%	+20.3%	Q2 2013
MSAMSA Safety Inc	$13M	2.59%	0.19%	-1.2%	Q3 2017
MHKMohawk Industries Inc	$12.5M	2.51%	0.16%	-1.1%	Q4 2018
MWAMueller Water Products, Inc.	$12.5M	2.50%	0.31%	-15.9%	Q1 2018
DVADavita Inc.	$12.4M	2.48%	0.13%	-1.1%	Q1 2015
WRBBerkley W R Corp	$11.7M	2.34%	0.04%	-1.1%	Q2 2013
MGEEMge Energy Inc	$11.4M	2.28%	0.37%	+20.9%	Q4 2015
DVNDevon Energy Corp	$11.3M	2.27%	0.05%	-1.3%	Q4 2015
CHRWC. H. Robinson Worldwide, Inc.	$11M	2.20%	0.07%	-1.1%	Q2 2013
TFXTeleflex Inc	$10.9M	2.17%	0.20%	-1.2%	Q1 2023
CASYCaseys General Stores Inc	$10.9M	2.17%	0.05%	-18.0%	Q2 2013
FMCFMC Corp	$10.4M	2.07%	0.25%	-1.2%	Q2 2019
NTRSNorthern Trust Corp	$9.24M	1.85%	0.04%	-43.5%	Q2 2013
AZZAzz Inc	$9.03M	1.80%	0.28%	-1.2%	Q2 2025
BROBrown & Brown, Inc.	$8.89M	1.78%	0.03%	-1.1%	Q2 2022
REVGREV Group, Inc.	$6.85M	1.37%	0.25%	-23.1%	Q1 2025
HRLHormel Foods Corp	$4.17M	0.83%	Not reported	Not reported	Q2 2013
WSMWilliams Sonoma Inc	$1.74M	0.35%	0.01%	Not reported	Q4 2016
ETNEaton Corp plc	$1.47M	0.29%	0.00%	Not reported	Q2 2013
MCYMercury General Corp	$1.24M	0.25%	0.03%	Not reported	Q2 2013
NSITInsight Enterprises Inc	$708K	0.14%	0.02%	Not reported	Q1 2020
HSICHenry Schein Inc	$409K	0.08%	0.01%	Not reported	Q2 2021
WERNWerner Enterprises Inc	$383K	0.08%	0.02%	Not reported	Q2 2013
PGRProgressive Corp	$352K	0.07%	0.00%	Not reported	Q2 2013
LEGLeggett & Platt Inc	$241K	0.05%	0.02%	Not reported	Q2 2013
Q2 2025Reported Aug 5, 202543 positions
WTMWhite Mountains Insurance Group Ltd	$20.4M	4.16%	0.44%	+2.0%	Q2 2013
ARWArrow Electronics, Inc.	$19.8M	4.03%	0.30%	+2.1%	Q2 2013
HXLHexcel Corp	$18.8M	3.84%	0.41%	+16.7%	Q1 2020
RPMRPM International Inc	$18.5M	3.78%	0.13%	+2.0%	Q1 2020
MTBM&T Bank Corp	$18.4M	3.76%	0.06%	+15.3%	Q2 2013
ZBHZimmer Biomet Holdings, Inc.	$18.4M	3.75%	0.10%	+12.9%	Q2 2013
SJMJ M SMUCKER Co	$16.3M	3.32%	0.16%	+19.5%	Q2 2013
WABWestinghouse Air Brake Technologies Corp	$16.2M	3.30%	0.05%	+2.0%	Q3 2017
IEXIdex Corp	$15.9M	3.23%	0.12%	+18.2%	Q2 2013
SONSonoco Products Co	$15.5M	3.15%	0.36%	+63.5%	Q2 2013
NTRSNorthern Trust Corp	$15.4M	3.14%	0.06%	+2.0%	Q2 2013
GNTXGentex Corp	$15.3M	3.12%	0.31%	+2.2%	Q1 2022
TTCToro Co	$14.9M	3.04%	0.21%	+2.4%	Q1 2024
CBSHCommerce Bancshares Inc	$14.7M	2.99%	0.18%	+2.1%	Q2 2013
CASSCass Information Systems Inc	$14.3M	2.92%	2.49%	+2.2%	Q4 2023
ORLYO Reilly Automotive Inc	$14.2M	2.90%	0.02%	+1.8%	Q3 2017
MWAMueller Water Products, Inc.	$14M	2.86%	0.37%	+1.7%	Q1 2018
DVADavita Inc.	$13.5M	2.74%	0.13%	+1.9%	Q1 2015
TSCOTractor Supply Co	$13.4M	2.74%	0.05%	+2.1%	Q4 2019
STESTERIS plc	$13.4M	2.72%	0.06%	-15.3%	Q2 2013
KEYSKeysight Technologies, Inc.	$13.2M	2.69%	0.05%	+2.2%	Q2 2022
FMCFMC Corp	$13M	2.65%	0.25%	-32.5%	Q2 2019
ATRAptargroup, Inc.	$12.9M	2.63%	0.13%	+2.2%	Q2 2013
MSAMSA Safety Inc	$12.8M	2.60%	0.19%	+2.6%	Q3 2017
LHLabcorp Holdings Inc.	$12.7M	2.59%	0.06%	+2.1%	Q2 2024
CASYCaseys General Stores Inc	$12M	2.43%	0.06%	+1.5%	Q2 2013
WRBBerkley W R Corp	$11.4M	2.32%	0.04%	-31.2%	Q2 2013
TFXTeleflex Inc	$10.6M	2.17%	0.20%	+2.4%	Q1 2023
BROBrown & Brown, Inc.	$10.6M	2.16%	0.03%	+1.9%	Q2 2022
DVNDevon Energy Corp	$10.4M	2.12%	0.05%	+2.4%	Q4 2015
MHKMohawk Industries Inc	$10.3M	2.10%	0.16%	+2.0%	Q4 2018
MGEEMge Energy Inc	$9.92M	2.02%	0.31%	+2.4%	Q4 2015
CHRWC. H. Robinson Worldwide, Inc.	$8.07M	1.64%	0.07%	-28.6%	Q2 2013
AZZAzz Inc	$7.91M	1.61%	0.28%	New	Q2 2025
REVGREV Group, Inc.	$7.48M	1.52%	0.32%	+2.6%	Q1 2025
WSMWilliams Sonoma Inc	$1.45M	0.30%	0.01%	Not reported	Q4 2016
ETNEaton Corp plc	$1.4M	0.29%	0.00%	Not reported	Q2 2013
MCYMercury General Corp	$982K	0.20%	0.03%	-3.8%	Q2 2013
NSITInsight Enterprises Inc	$862K	0.18%	0.02%	Not reported	Q1 2020
HSICHenry Schein Inc	$450K	0.09%	0.01%	-12.2%	Q2 2021
WERNWerner Enterprises Inc	$398K	0.08%	0.02%	-95.0%	Q2 2013
PGRProgressive Corp	$381K	0.08%	0.00%	Not reported	Q2 2013
LEGLeggett & Platt Inc	$242K	0.05%	0.02%	-89.1%	Q2 2013

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