Speece Thorson Capital Group Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 29, 2024), Speece Thorson Capital Group Inc. reported 42 stock positions worth $489.0 million. Its top holding was FMC (FMC) at 5.0% of the portfolio, followed by White Mountains Insurance GP (WTM, 4.2%) and Zimmer Biomet (ZBH, 4.1%). Compared with Q1 2024, it sold out of 1, added to 12 and reduced 29. The biggest buy was FMC (FMC, shares +83%) and the biggest sale Leggett & Platt (LEG, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- MINNETONKA, MN
- CIK
- 0000900169
- Portfolio Value
- $489.0M (Q2 2024)
- SEC Filing
- 0000900169-24-000003 ↗ filed Jul 29, 2024
Holdings Value
Holdings 42 stocks · $489.0M
| FMC FMC Corp. | 5.00% | 424,609 | $24.4M | Add +83.4% |
| WTM White Mountains Insurance GP | 4.25% | 11,431 | $20.8M | Reduce -16.9% |
| ZBH Zimmer Biomet Holdings Inc. | 4.07% | 183,284 | $19.9M | Add +17.4% |
| RPM RPM International Inc. | 3.74% | 169,659 | $18.3M | Reduce -1.8% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 3.66% | 118,311 | $17.9M | Reduce -8.3% |
| GNTX Gentex Corp. | 3.46% | 501,641 | $16.9M | Reduce -1.8% |
| ARW Arrow Electronics Inc. | 3.39% | 137,148 | $16.6M | Reduce -1.9% |
| MHK Mohawk Industries Inc. | 3.34% | 143,944 | $16.4M | Add +12.9% |
| STE Steris PLC | 3.02% | 67,301 | $14.8M | Reduce -1.8% |
| DVA Davita Inc. | 3.01% | 106,380 | $14.7M | Reduce -2.0% |
| MWA Mueller Water Products Inc. Class A | 2.91% | 792,669 | $14.2M | Reduce -18.4% |
| TSCO Tractor Supply Company | 2.83% | 51,185 | $13.8M | Reduce -1.8% |
| ORLY O'reilly Automotive Inc. | 2.82% | 13,052 | $13.8M | Reduce -1.8% |
| CHRW C.H. Robinson Worldwide Inc. | 2.81% | 155,907 | $13.7M | Reduce -1.8% |
| NTRS Northern Trust Corp. | 2.78% | 161,795 | $13.6M | Reduce -1.8% |
| DVN Devon Energy Corp. | 2.71% | 279,947 | $13.3M | Reduce -1.9% |
| HXL Hexcel Corp. | 2.71% | 211,913 | $13.2M | Add +19.5% |
| SON Sonoco Products Co. | 2.68% | 258,043 | $13.1M | Reduce -1.7% |
| HSIC Henry Schein Inc. | 2.58% | 196,615 | $12.6M | Add +15.3% |
| CBSH Commerce Bancshares Inc. | 2.57% | 225,635 | $12.6M | Reduce -1.8% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 2.54% | 113,922 | $12.4M | Add +23.2% |
| WAB Wabtec Corp. | 2.51% | 77,797 | $12.3M | Reduce -22.1% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 2.47% | 230,978 | $12.1M | Add +47.1% |
| CASY Casey's General Stores Inc. | 2.29% | 29,391 | $11.2M | Reduce -1.8% |
| TTC Toro Co. | 2.22% | 115,985 | $10.8M | Add +41.7% |
| WERN Werner Enterprises Inc. | 2.20% | 300,851 | $10.8M | Reduce -1.8% |
| BRO Brown & Brown Inc. | 2.09% | 114,204 | $10.2M | Reduce -16.8% |
| TFX Teleflex Inc. | 2.07% | 48,046 | $10.1M | Add +33.0% |
| LH Labcorp Holdings Inc. | 2.03% | 48,797 | $9.9M | Reduce -9.2% |
| IEX Idex Corp. | 2.00% | 48,592 | $9.8M | Reduce -1.8% |
| CASS Cass Information Systems Inc. | 1.82% | 222,081 | $8.9M | Add +39.9% |
| KEYS Keysight Technologies Inc. | 1.75% | 62,667 | $8.6M | Reduce -1.8% |
| MGEE Mge Energy Inc. | 1.71% | 112,053 | $8.4M | Reduce -1.8% |
| CABO Cable One Inc. | 1.59% | 21,954 | $7.8M | Reduce -1.8% |
| MCY Mercury General Corp. | 1.52% | 140,118 | $7.4M | Reduce -42.6% |
| ATR Aptargroup Inc. | 1.50% | 52,204 | $7.4M | Reduce -35.0% |
| LEG Leggett & Platt Inc. | 1.45% | 617,883 | $7.1M | Reduce -23.3% |
| PLXS Plexus Corp. | 1.07% | 50,498 | $5.2M | Add +197.1% |
| ETN Eaton Corp. PLC | 0.26% | 4,026 | $1.3M | Reduce -3.8% |
| WSM Williams-Sonoma Inc. | 0.26% | 8,888 | $1.3M | Add +96.3% |
| NSIT Insight Enterprises Inc. | 0.25% | 6,244 | $1.2M | Reduce -1.2% |
| PGR Progressive Corp. | 0.06% | 1,426 | $296K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| LEG Leggett & Platt Inc. | Reduce -23.3% | 1.45% | −1.53 |
| MCY Mercury General Corp. | Reduce -42.6% | 1.52% | −0.91 |
| ATR Aptargroup Inc. | Reduce -35.0% | 1.50% | −0.73 |
| WTM White Mountains Insurance GP | Reduce -16.9% | 4.25% | −0.52 |
| IEX Idex Corp. | Reduce -1.8% | 2.00% | −0.33 |
| WAB Wabtec Corp. | Reduce -22.1% | 2.51% | −0.30 |
| SON Sonoco Products Co. | Reduce -1.7% | 2.68% | −0.26 |
| DOOR Masonite International Corp. | Sold out | 0.00% | −0.25 |
| CABO Cable One Inc. | Reduce -1.8% | 1.59% | −0.24 |
| LH Labcorp Holdings Inc. | Reduce -9.2% | 2.03% | −0.24 |
| RPM RPM International Inc. | Reduce -1.8% | 3.74% | −0.24 |
| BRO Brown & Brown Inc. | Reduce -16.8% | 2.09% | −0.23 |
| KEYS Keysight Technologies Inc. | Reduce -1.8% | 1.75% | −0.18 |
| MWA Mueller Water Products Inc. Class A | Reduce -18.4% | 2.91% | −0.12 |
| WERN Werner Enterprises Inc. | Reduce -1.8% | 2.20% | −0.11 |
| ARW Arrow Electronics Inc. | Reduce -1.9% | 3.39% | −0.11 |
| GNTX Gentex Corp. | Reduce -1.8% | 3.46% | −0.11 |
| ORLY O'reilly Automotive Inc. | Reduce -1.8% | 2.82% | −0.08 |
| DVN Devon Energy Corp. | Reduce -1.9% | 2.71% | −0.06 |
| NTRS Northern Trust Corp. | Reduce -1.8% | 2.78% | −0.05 |
| MGEE Mge Energy Inc. | Reduce -1.8% | 1.71% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -3.8% | 0.26% | +0.01 |
| NSIT Insight Enterprises Inc. | Reduce -1.2% | 0.25% | +0.03 |
| MTB M & T Bank Corp. | Reduce -8.3% | 3.66% | +0.03 |
| STE Steris PLC | Reduce -1.8% | 3.02% | +0.04 |
| DVA Davita Inc. | Reduce -2.0% | 3.01% | +0.12 |
| TSCO Tractor Supply Company | Reduce -1.8% | 2.83% | +0.19 |
| CBSH Commerce Bancshares Inc. | Reduce -1.8% | 2.57% | +0.21 |
| CASY Casey's General Stores Inc. | Reduce -1.8% | 2.29% | +0.45 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -1.8% | 2.81% | +0.47 |
Portfolio Buys Q1 2024 → Q2 2024
| FMC FMC Corp. | Add +83.4% | 5.00% | +2.15 |
| TTC Toro Co. | Add +41.7% | 2.22% | +0.77 |
| PLXS Plexus Corp. | Add +197.1% | 1.07% | +0.75 |
| TFX Teleflex Inc. | Add +33.0% | 2.07% | +0.49 |
| CASS Cass Information Systems Inc. | Add +39.9% | 1.82% | +0.34 |
| SJM The JM Smucker Co. | Add +23.2% | 2.54% | +0.29 |
| HXL Hexcel Corp. | Add +19.5% | 2.71% | +0.21 |
| MHK Mohawk Industries Inc. | Add +12.9% | 3.34% | +0.12 |
| HSIC Henry Schein Inc. | Add +15.3% | 2.58% | +0.09 |
| ZBH Zimmer Biomet Holdings Inc. | Add +17.4% | 4.07% | +0.08 |
| WSM Williams-Sonoma Inc. | Add +96.3% | 0.26% | −0.02 |
| WRB WR Berkley Corp. | Add +47.1% | 2.47% | −0.21 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 37 | $467.7M | CBSH, WTM, MGEE, CASS, STE |
| Q1 2026 | 38 | $439.0M | WTM, CBSH, HXL, SON, CASS |
| Q4 2025 | 42 | $462.0M | WTM, HXL, CBSH, RPM, ARW |
| Q3 2025 | 44 | $500.5M | HXL, RPM, ZBH, GNTX, WTM |
| Q2 2025 | 43 | $491.1M | WTM, ARW, HXL, RPM, MTB |
| Q1 2025 | 42 | $485.6M | WTM, ZBH, FMC, RPM, SJM |
| Q4 2024 | 41 | $506.9M | FMC, WTM, RPM, ZBH, HXL |
| Q3 2024 | 42 | $541.3M | FMC, RPM, ZBH, WTM, ARW |
| Q2 2024 | 42 | $489.0M | FMC, WTM, ZBH, RPM, MTB |
| Q1 2024 | 43 | $517.4M | WTM, ZBH, RPM, MTB, GNTX |