SPEECE THORSON CAPITAL GROUP INC - Portfolio Stock Holdings

SPEECE THORSON CAPITAL GROUP INC disclosed 46 stock positions in a recent SEC 13F filing. $438,469,519 of stock holdings were filed, with the largest holdings including WTM, CBSH, and HXL. This filing represented positions held on March 31, 2026, and was filed on April 29, 2026.

We estimate the fund has a total AUM of $469,000,000 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pension and profit sharing plans.