SPEECE THORSON CAPITAL GROUP INC
SPEECE THORSON CAPITAL GROUP INC reported 37 positions worth $467.7M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: CBSH (4.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CBSH | SH | $19.2M | 4.11% | 332,442 | — | — | |
| ▸ 2 | WTM | SH | $19.1M | 4.08% | 9,215 | — | — | |
| ▸ 3 | MGEE | SH | $18.6M | 3.99% | 228,679 | — | — | |
| ▸ 4 | CASS | SH | $17.8M | 3.81% | 347,328 | — | — | |
| ▸ 5 | STE | SH | $17.8M | 3.80% | 84,495 | — | — | |
| ▸ 6 | SON | SH | $16.9M | 3.62% | 300,496 | — | — | |
| ▸ 7 | MSA | SH | $16.9M | 3.61% | 96,741 | — | — | |
| ▸ 8 | RPM | SH | $15.8M | 3.38% | 142,095 | — | — | |
| ▸ 9 | HXL | SH | $15.3M | 3.26% | 152,463 | — | — | |
| ▸ 10 | LH | SH | $15.2M | 3.26% | 54,385 | — | — |
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Frequently Asked Questions
What stocks does SPEECE THORSON CAPITAL GROUP INC hold as of Q2 2026?
SPEECE THORSON CAPITAL GROUP INC reported 37 positions worth $467.7M in its Q2 2026 13F filing. Largest positions: CBSH (4.1%), WTM (4.1%), MGEE (4.0%), CASS (3.8%) and STE (3.8%).
What did SPEECE THORSON CAPITAL GROUP INC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SPEECE THORSON CAPITAL GROUP INC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.