Funds › Speece Thorson Capital Group Inc
Speece Thorson Capital Group Inc
13F for Q3 2026, filed Nov 12, 2026. 38 positions worth $450.0M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | CASS Cass Information Systems, Inc | 343,140 | $18.3M | 4.1% | -1.2% | 13F ↗ |
| 2 | WTM White Mountains Insurance Group, Ltd. | 9,104 | $18.3M | 4.1% | -1.2% | 13F ↗ |
| 3 | CBSH Commerce Bancshares, Inc. | 328,477 | $18.0M | 4.0% | -1.2% | 13F ↗ |
| 4 | MGEE MGE Energy Inc. | 255,622 | $17.8M | 3.9% | +11.8% | 13F ↗ |
| 5 | STE STERIS plc | 83,484 | $17.5M | 3.9% | -1.2% | 13F ↗ |
| 6 | MSA MSA Safety Incorporated | 95,572 | $17.0M | 3.8% | -1.2% | 13F ↗ |
| 7 | NSIT Insight Enterprises, Inc. | 105,653 | $16.5M | 3.7% | -1.2% | 13F ↗ |
| 8 | IEX IDEX Corporation | 64,539 | $14.7M | 3.3% | -1.5% | 13F ↗ |
| 9 | HXL Hexcel Corporation | 175,147 | $14.7M | 3.3% | +14.9% | 13F ↗ |
| 10 | WAB Westinghouse Air Brake Technologies Corporation | 51,030 | $14.7M | 3.3% | -1.2% | 13F ↗ |
| 11 | ATR AptarGroup, Inc. | 119,731 | $14.5M | 3.2% | -1.3% | 13F ↗ |
| 12 | LH Labcorp Holdings Inc. | 45,678 | $14.1M | 3.1% | -16.0% | 13F ↗ |
| 13 | TTC Toro Company | 145,037 | $14.0M | 3.1% | -1.3% | 13F ↗ |
| 14 | ORLY O'Reilly Automotive, Inc. | 162,545 | $13.9M | 3.1% | -0.9% | 13F ↗ |
| 15 | RPM RPM International Inc. | 140,357 | $13.8M | 3.1% | -1.2% | 13F ↗ |
| 16 | SJM The J.M. Smucker Company | 115,750 | $13.8M | 3.1% | -1.2% | 13F ↗ |
| 17 | MTB M&T Bank Corporation | 63,116 | $13.7M | 3.1% | -1.2% | 13F ↗ |
| 18 | TRMB Trimble Inc. | 227,326 | $13.0M | 2.9% | -0.9% | 13F ↗ |
| 19 | GNTX Gentex Corporation | 589,479 | $12.8M | 2.8% | -1.3% | 13F ↗ |
| 20 | SON Sonoco Products Company | 257,369 | $12.6M | 2.8% | -14.4% | 13F ↗ |
| 21 | DVN Devon Energy Corporation | 270,693 | $12.5M | 2.8% | -1.4% | 13F ↗ |
| 22 | JKHY Jack Henry & Associates, Inc. | 86,115 | $12.3M | 2.7% | New | 13F ↗ |
| 23 | ZBH Zimmer Biomet Holdings, Inc. | 136,569 | $12.1M | 2.7% | -1.4% | 13F ↗ |
| 24 | TSCO Tractor Supply Company | 356,938 | $11.2M | 2.5% | -0.8% | 13F ↗ |
| 25 | WRB W.R. Berkley Corporation | 160,597 | $10.8M | 2.4% | -1.2% | 13F ↗ |
| 26 | TFX Teleflex Incorporated | 74,661 | $9.3M | 2.1% | -28.3% | 13F ↗ |
| 27 | AZZ AZZ Inc. | 62,998 | $8.5M | 1.9% | -1.2% | 13F ↗ |
| 28 | KEYS Keysight Technologies Inc. | 22,408 | $8.2M | 1.8% | -25.6% | 13F ↗ |
| 29 | ARW Arrow Electronics, Inc. | 35,887 | $8.1M | 1.8% | -30.1% | 13F ↗ |
| 30 | MHK Mohawk Industries, Inc. | 64,410 | $8.0M | 1.8% | -1.2% | 13F ↗ |
| 31 | MWA Mueller Water Products, Inc. | 362,913 | $7.7M | 1.7% | -1.2% | 13F ↗ |
| 32 | TEX Terex Corporation | 139,122 | $7.3M | 1.6% | +30.5% | 13F ↗ |
| 33 | CASY Caseys General Stores, Inc. | 11,698 | $7.1M | 1.6% | +47.2% | 13F ↗ |
| 34 | NTRS Northern Trust Corporation | 40,537 | $6.9M | 1.5% | -22.0% | 13F ↗ |
| 35 | MAX MediaAlpha, Inc. | 692,930 | $6.6M | 1.5% | +41.7% | 13F ↗ |
| 36 | CHRW C.H. Robinson Worldwide, Inc. | 37,293 | $5.5M | 1.2% | -1.2% | 13F ↗ |
| 37 | RYN Rayonier Inc. REIT | 212,663 | $3.9M | 0.9% | +0.6% | 13F ↗ |
| 38 | FUL H. B. Fuller Company · Com USD1 | 5,354 | $265.0K | 0.1% | -93.1% | 13F ↗ |
Changes since Q2 2026
1 new, 6 added to, 31 trimmed, 0 exited, 0 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| JKHY Jack Henry & Associates, Inc. | 86,115 | New | $12.3M |
Added to (6)
Trimmed (31)
| TFX Teleflex Incorporated | 74,661 | -28.3% | -$3.7M |
| FUL H. B. Fuller Company · Com USD1 | 5,354 | -93.1% | -$3.6M |
| ARW Arrow Electronics, Inc. | 35,887 | -30.1% | -$3.5M |
| KEYS Keysight Technologies Inc. | 22,408 | -25.6% | -$2.8M |
| LH Labcorp Holdings Inc. | 45,678 | -16.0% | -$2.7M |
| SON Sonoco Products Company | 257,369 | -14.4% | -$2.1M |
| NTRS Northern Trust Corporation | 40,537 | -22.0% | -$1.9M |
| CASS Cass Information Systems, Inc | 343,140 | -1.2% | -$223.0K |
| WTM White Mountains Insurance Group, Ltd. | 9,104 | -1.2% | -$222.7K |
| IEX IDEX Corporation | 64,539 | -1.5% | -$221.4K |
Exited (0)
None this quarter.
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 38 | $450.0M | Current | SEC ↗ |
| Q2 2026 | Aug 4, 2026 | 13F-HR | 37 | $467.7M | Current | SEC ↗ |
| Q1 2026 | Apr 29, 2026 | 13F-HR | 38 | $439.0M * | Current | SEC ↗ |
| Q4 2025 | Jan 29, 2026 | 13F-HR | 42 | $462.0M * | Current | SEC ↗ |
| Q3 2025 | Nov 20, 2025 | 13F-HR | 44 | $500.5M * | Current | SEC ↗ |
| Q2 2025 | Aug 5, 2025 | 13F-HR | 43 | $491.1M * | Current | SEC ↗ |
| Q1 2025 | May 1, 2025 | 13F-HR | 42 | $485.6M * | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. A * marks a report whose values we put in dollars; the adjusted figures are shown. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer