StockDriftsStockDriftsTop 37 Speece Thorson Capital Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CBSH | COMMERCE BANCSHARES INC | 4.1% | 332.4K | $19.2M | -1.83%(-6.19K) | $46.58(+29.39%) | 2026-06-30 | |
| WTM | WHITE MOUNT INS GRP LTD | 4.08% | 9.2K | $19.1M | -1.94%(-182) | $843.94(+153.23%) | 2026-06-30 | |
| MGEE | MGE ENERGY INC | 3.99% | 228.7K | $18.6M | +20.65%(+39.13K) | $77.19(+5.88%) | 2026-06-30 | |
| CASS | CASS INFORMATION SYS INC | 3.81% | 347.3K | $17.8M | -1.95%(-6.91K) | $43.14(+35.82%) | 2026-06-30 | |
| STE | STERIS PLC SHS USD | 3.8% | 84.5K | $17.8M | +31.14%(+20.06K) | $172.67(+35.10%) | 2026-06-30 | |
| SON | SONOCO PRODUCTS | 3.62% | 300.5K | $16.9M | -2.00%(-6.14K) | $47.02(+23.93%) | 2026-06-30 | |
| MSA | MSA SAFETY INC | 3.61% | 96.7K | $16.9M | +13.59%(+11.58K) | $159.29(+19.13%) | 2026-06-30 | |
| RPM | RPM INTL INC | 3.38% | 142.1K | $15.8M | -1.98%(-2.86K) | $88.28(+28.94%) | 2026-06-30 | |
| HXL | HEXCEL CORP NEW | 3.26% | 152.5K | $15.3M | -25.63%(-52.55K) | $60.78(+71.23%) | 2026-06-30 | |
| LH | LABORATORY CORP AMER HLDGS | 3.26% | 54.4K | $15.2M | +24.04%(+10.54K) | $159.85(+99.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.87% | +15.33% | +2.77% | +14.66% |
| Top 20 Holdings Unweighted | +5.77% | +18.34% | +3.31% | +17.69% |
Speece Thorson Capital Group INC reports $467.75M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are CBSH (4.1%), WTM (4.1%) and MGEE (4.0%). The top 20 holdings account for 67.52% of reported assets. Its disclosed equity book has returned +15.33% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Speece Thorson Capital Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 900169). View Speece Thorson Capital Group INC’s 13F filings on SEC