StockDriftsStockDriftsTop 38 Speece Thorson Capital Group Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WTM | WHITE MOUNT INS GRP LTD | 4.7% | 9.4K | $20.6M | -11.95%(-1.27K) | $843.94(+151.19%) | 2026-03-31 | |
| CBSH | COMMERCE BANCSHARES INC | 3.8% | 338.6K | $16.7M | -5.39%(-19.30K) | $46.58(+8.03%) | 2026-03-31 | |
| HXL | HEXCEL CORP NEW | 3.78% | 205.0K | $16.6M | -28.04%(-79.89K) | $60.78(+52.31%) | 2026-03-31 | |
| SON | SONOCO PRODUCTS | 3.78% | 306.6K | $16.6M | -7.53%(-24.97K) | $47.02(+5.88%) | 2026-03-31 | |
| CASS | CASS INFORMATION SYS INC | 3.55% | 354.2K | $15.6M | -2.84%(-10.36K) | $43.14(+5.96%) | 2026-03-31 | |
| IEX | IDEX CORP | 3.46% | 80.1K | $15.2M | -5.91%(-5.03K) | $160.85(+31.94%) | 2026-03-31 | |
| MGEE | MGE ENERGY INC | 3.34% | 189.5K | $14.7M | -3.09%(-6.05K) | $76.65(-2.29%) | 2026-03-31 | |
| ARW | ARROW ELECTRS INC | 3.3% | 101.1K | $14.5M | -30.41%(-44.17K) | $90.82(+133.23%) | 2026-03-31 | |
| RPM | RPM INTL INC | 3.28% | 145.0K | $14.4M | -8.06%(-12.70K) | $88.28(+10.05%) | 2026-03-31 | |
| STE | STERIS PLC SHS USD | 3.25% | 64.4K | $14.2M | +23.75%(+12.37K) | $159.50(+32.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.54% | +11.01% |
| Top 20 Holdings Unweighted | +4.27% | +13.38% |
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