SPEECE THORSON CAPITAL GROUP INC
CIK 900169
13F filing for Q2 2026・No. 4,068
- Holdings
- US$467.75M
- Quarter change
- +US$28.76M
- Entries
- 37
- Net bought (estimate)
- −US$11.06M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 2
- Cut 26
- Added 10
- Corporate actions 0
- Unchanged 0
Largest holdings
37 stocks worth US$467.75M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CBSHCOMMERCE BANCSHARES INCCOM | Cut | 332,442 | US$19.2M | 4.10% |
| WTMWHITE MOUNT INS GRP LTDCOM | Cut | 9,215 | US$19.11M | 4.08% |
| MGEEMGE ENERGY INCCOM | Added | 228,679 | US$18.65M | 3.99% |
| CASS INFORMATION SYS INCCOM | Cut | 347,328 | US$17.83M | 3.81% |
| STESTERIS PLC SHS USDCOM | Added | 84,495 | US$17.79M | 3.80% |
| SONSONOCO PRODUCTSCOM | Cut | 300,496 | US$16.93M | 3.62% |
| MSAMSA SAFETY INCCOM | Added | 96,741 | US$16.89M | 3.61% |
| RPMRPM INTL INCCOM | Cut | 142,095 | US$15.79M | 3.38% |
| HXLHEXCEL CORP NEWCOM | Cut | 152,463 | US$15.26M | 3.26% |
| LHLABORATORY CORP AMER HLDGSCOM | Added | 54,385 | US$15.23M | 3.26% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.