Notify me when SPEECE THORSON CAPITAL GROUP INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 42 | $461,952,000 | +$25,677,919 | -$53,612,519 | -$27,934,600 | WTM, HXL, CBSH, RPM, ARW | 13F-HR | 29 Jan 2026, 14:26 |
| Q3 2025 | 44 | $500,482,000 | +$9,213,535 | -$18,753,671 | -$9,540,136 | HXL, RPM, ZBH, GNTX, WTM | 13F-HR | 20 Nov 2025, 14:44 |
| Q2 2025 | 43 | $491,133,000 | +$46,040,222 | -$26,773,591 | +$19,266,631 | WTM, ARW, HXL, RPM, MTB | 13F-HR | 05 Aug 2025, 12:28 |
| Q1 2025 | 42 | $485,569,000 | +$30,147,022 | -$45,539,705 | -$15,392,683 | WTM, ZBH, FMC, RPM, SJM | 13F-HR | 01 May 2025, 13:23 |
| Q4 2024 | 41 | $506,904,000 | +$31,802,094 | -$30,106,471 | +$1,695,623 | FMC, WTM, RPM, ZBH, HXL | 13F-HR | 13 Feb 2025, 15:35 |
| Q3 2024 | 42 | $541,324,000 | +$22,447,430 | -$17,457,484 | +$4,989,946 | FMC, RPM, ZBH, WTM, ARW | 13F-HR | 05 Nov 2024, 13:43 |
| Q2 2024 | 42 | $475,616,000 | +$43,710,987 | -$43,612,695 | +$98,292 | FMC, WTM, ZBH, RPM, MTB | 13F-HR | 29 Jul 2024, 14:02 |
| Q1 2024 | 43 | $517,373,000 | +$31,390,387 | -$42,470,958 | -$11,080,571 | WTM, ZBH, RPM, MTB, GNTX | 13F-HR | 23 Apr 2024, 14:42 |
| Q4 2023 | 41 | $487,728,000 | +$31,530,059 | -$30,345,044 | +$1,185,015 | LEG, MTB, WTM, RPM, ZBH | 13F-HR | 23 Feb 2024, 12:22 |
| Q3 2023 | 39 | $453,577,000 | +$24,841,701 | -$30,283,598 | -$5,441,897 | LEG, WTM, MTB, STE, GNTX | 13F-HR | 20 Nov 2023, 14:45 |
| Q2 2023 | 39 | $488,565,000 | +$23,489,338 | -$26,193,225 | -$2,703,887 | LEG, ZBH, STE, MTB, WTM | 13F-HR | 03 Aug 2023, 12:47 |
| Q1 2023 | 38 | $474,614,000 | +$25,634,800 | -$27,809,813 | -$2,175,013 | ZBH, LEG, MWA, WTM, ORLY | 13F-HR | 04 May 2023, 11:48 |
| Q4 2022 | 37 | $465,985,000 | +$19,641,194 | -$31,371,965 | -$11,730,771 | ZBH, LEG, WTM, ORLY, MTB | 13F-HR | 09 Feb 2023, 12:29 |
| Q3 2022 | 38 | $438,355,000 | +$45,888,544 | -$23,502,150 | +$22,386,394 | LEG, ZBH, WTM, MTB, ORLY | 13F-HR | 03 Nov 2022, 14:17 |
| Q2 2022 | 38 | $424,198,000 | +$47,240,196 | -$46,966,961 | +$273,235 | LEG, MTB, ZBH, WTM, MWA | 13F-HR | 28 Jul 2022, 13:08 |
| Q1 2022 | 39 | $467,495,000 | +$34,086,418 | -$81,075,484 | -$46,989,066 | MTB, LEG, ZBH, FMC, WTM | 13F-HR | 04 May 2022, 13:01 |
| Q4 2021 | 44 | $523,185,000 | +$36,623,412 | -$28,761,184 | +$7,862,228 | MTB, LEG, DVA, FMC, ZBH | 13F-HR | 08 Feb 2022, 12:40 |
| Q3 2021 | 45 | $477,500,000 | +$32,109,845 | -$19,920,066 | +$12,189,779 | MTB, DVA, WTM, ARW, ORLY | 13F-HR | 28 Oct 2021, 10:51 |
| Q2 2021 | 47 | $478,779,000 | +$12,498,685 | -$24,452,920 | -$11,954,235 | MTB, LEG, DVA, SJM, ARW | 13F-HR | 10 Aug 2021, 11:25 |
| Q1 2021 | 47 | $474,956,000 | +$26,322,528 | -$25,263,265 | +$1,059,263 | MTB, SJM, LEG, ARW, FMC | 13F-HR | 13 May 2021, 13:08 |
| Q4 2020 | 46 | $420,550,000 | +$16,716,449 | -$29,515,806 | -$12,799,357 | MTB, MHK, DVA, LEG, WTM | 13F-HR | 08 Feb 2021, 14:15 |
| Q3 2020 | 46 | $377,678,000 | +$15,670,013 | -$14,308,135 | +$1,361,878 | LEG, VAR, MHK, MWA, ARW | 13F-HR | 05 Nov 2020, 09:51 |
| Q2 2020 | 46 | $346,897,000 | +$27,132,813 | -$27,157,855 | -$25,042 | MWA, LEG, SON, MTB, ORLY | 13F-HR | 03 Aug 2020, 13:47 |
| Q1 2020 | 44 | $290,256,000 | +$29,295,049 | -$20,496,317 | +$8,798,732 | SON, DVA, SJM, MWA, LEG | 13F-HR | 08 May 2020, 13:25 |
| Q4 2019 | 41 | $386,311,000 | +$10,099,524 | -$31,639,563 | -$21,540,039 | ETN, LEG, MTB, SON, ARW | 13F-HR | 05 Feb 2020, 14:30 |
| Q3 2019 | 40 | $374,169,000 | +$20,434,845 | -$25,495,692 | -$5,060,847 | MWA, LEG, MTB, ETN, SON | 13F-HR | 22 Oct 2019, 10:51 |
| Q2 2019 | 42 | $375,546,000 | +$25,097,374 | -$17,841,437 | +$7,255,937 | MWA, MTB, DVA, ETN, LH | 13F-HR | 30 Jul 2019, 10:59 |
| Q1 2019 | 40 | $355,011,000 | +$22,902,746 | -$34,810,575 | -$11,907,829 | DVA, MTB, ETN, LEG, NTRS | 13F-HR | 24 Apr 2019, 11:32 |
| Q4 2018 | 41 | $333,816,000 | +$20,546,640 | -$45,643,683 | -$25,097,043 | MTB, ETN, DVA, LEG, WTM | Restatement | 11 Feb 2019, 11:59 |
| Q3 2018 | 42 | $430,861,000 | +$16,084,119 | -$86,040,881 | -$69,956,762 | ETN, DVA, LEG, MTB, ORLY | 13F-HR | 31 Oct 2018, 11:01 |
| Q2 2018 | 41 | $474,546,000 | +$22,912,603 | -$47,132,999 | -$24,220,396 | LEG, DVA, ETN, NOV, MTB | 13F-HR | 25 Jul 2018, 10:32 |
| Q1 2018 | 40 | $471,051,000 | +$19,282,660 | -$38,263,100 | -$18,980,440 | DVA, LEG, WTM, SJM, MTB | Restatement | 26 Apr 2018, 13:38 |
| Q4 2017 | 39 | $503,320,000 | +$27,126,153 | -$34,022,963 | -$6,896,810 | DVA, SJM, LEG, MTB, ETN | 13F-HR | 08 Feb 2018, 14:10 |
| Q3 2017 | 39 | $480,347,000 | +$46,861,870 | -$47,385,983 | -$524,113 | LEG, CASY, DVA, NOV, ETN | 13F-HR | 26 Oct 2017, 15:01 |
| Q2 2017 | 37 | $479,414,000 | +$32,579,471 | -$16,858,242 | +$15,721,229 | NTRS, LEG, MTB, DVA, CASY | 13F-HR | 28 Jul 2017, 11:36 |
| Q1 2017 | 39 | $472,913,000 | +$26,596,362 | -$13,523,948 | +$13,072,414 | DVA, NOV, Y, MTB, NTRS | 13F-HR | 24 Apr 2017, 14:13 |
| Q4 2016 | 40 | $447,070,000 | +$26,417,945 | -$71,663,113 | -$45,245,168 | MTB, Y, DVA, NTRS, PGR | 13F-HR | 26 Jan 2017, 10:48 |
| Q3 2016 | 44 | $466,000,000 | +$31,263,471 | -$28,929,984 | +$2,333,487 | MTB, ETN, NTRS, Y, SON | 13F-HR | 31 Oct 2016, 10:29 |
| Q2 2016 | 44 | $460,899,000 | +$24,524,819 | -$17,371,752 | +$7,153,067 | Y, SON, MTB, CASY, LH | 13F-HR | 26 Jul 2016, 16:31 |
| Q1 2016 | 44 | $445,477,000 | +$36,767,739 | -$27,312,317 | +$9,455,422 | SON, Y, ETN, WTM, MTB | 13F-HR | 25 Apr 2016, 10:49 |
| Q4 2015 | 43 | $410,836,000 | +$41,174,693 | -$44,844,815 | -$3,670,122 | SON, Y, SJM, MTB, VAR | 13F-HR | 27 Jan 2016, 15:22 |
| Q3 2015 | 42 | $401,995,000 | +$26,538,629 | -$19,799,601 | +$6,739,028 | Y, WTM, MTB, PGR, PNY | 13F-HR | 26 Oct 2015, 12:25 |
| Q2 2015 | 40 | $415,861,000 | +$22,873,691 | -$23,738,014 | -$864,323 | WTM, Y, SON, MTB, PGR | 13F-HR | 27 Jul 2015, 10:57 |
| Q1 2015 | 40 | $426,279,000 | +$33,753,203 | -$24,204,101 | +$9,549,102 | WTM, Y, SJM, MTB, BBBYQ | 13F-HR | 30 Apr 2015, 10:20 |
| Q4 2014 | 40 | $410,993,000 | +$11,867,841 | -$19,300,312 | -$7,432,471 | WTM, SJM, Y, PNY, CASY | 13F-HR | 27 Jan 2015, 11:40 |
| Q3 2014 | 39 | $391,309,000 | +$39,493,599 | -$24,044,562 | +$15,449,037 | WTM, Y, SJM, CASY, NSC | 13F-HR | 27 Oct 2014, 11:50 |
| Q2 2014 | 39 | $392,827,000 | +$11,710,774 | -$13,730,234 | -$2,019,460 | WTM, PNY, NEBLQ, SON, NSC | 13F-HR | 07 Aug 2014, 11:58 |
| Q1 2014 | 39 | $379,535,000 | +$30,413,450 | -$30,826,890 | -$413,440 | WTM, PNY, NEBLQ, SON, NSC | 13F-HR | 23 Apr 2014, 11:15 |
| Q4 2013 | 40 | $377,132,000 | $0 | $0 | $0 | WTM, SON, NEBLQ, NSC, PNY | 13F-HR | 24 Jan 2014, 10:46 |