Institutional filer · SEC 13F · Q3 2025
SPEECE THORSON CAPITAL GROUP INC
The reported 13F portfolio of SPEECE THORSON CAPITAL GROUP INC (CIK 900169) - top holdings, how concentrated the book is, and what changed last quarter.
- $500K
- Reported book
- 44
- Positions
- #347
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, SPEECE THORSON CAPITAL GROUP INC ranks #347 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q3 2025 the reported book is $500K across 44 positions, a broadly diversified portfolio.
- $500K
- reported 13F value
- 44
- disclosed positions
- 4.1%
- in HEXCEL CORP NEW
- #347
- of 360 filers
Top-5 share 19.6% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, SPEECE THORSON CAPITAL GROUP INC ranks #347 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where SPEECE THORSON CAPITAL GROUP INC sits by disclosed position count
SPEECE THORSON CAPITAL GROUP INC reports 44 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
SPEECE THORSON CAPITAL GROUP INC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
44 276th of 360 higher than 84 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
SPEECE THORSON CAPITAL GROUP INC reports $0B across 44 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 900169 · Q3 2025 $1M book
BOOK-LIGHT · POS-CORE · CONC-MID · LEAD-MIX · NEAR-PEER · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #347/360
- POS-CORE 44 names
- CONC-MID 20% top-5
- LEAD-MIX 4.1% top
- NEAR-PEER LM
- TREND-FLAT Book steady
- FY-SNAPSHOT Q3 2025
Photo-finish peer on reported book: LM Advisors LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · SPEECE THORSON CAPITAL GROUP INC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$500K decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | HEXCEL CORP NEW | $21K | 4.1% |
| 2 | RPM INTL INC | $20K | 3.9% |
| 3 | ZIMMER HLDGS INC | $20K | 3.9% |
| 4 | GENTEX CORP | $20K | 3.9% |
| 5 | WHITE MOUNT INS GRP LTD | $19K | 3.8% |
| 6 | ARROW ELECTRS INC | $19K | 3.7% |
| 7 | M & T BANK CORP | $19K | 3.7% |
| 8 | SMUCKER J M CO | $18K | 3.6% |
| 9 | O REILLY AUTOMOTIVE INC | $17K | 3.4% |
| 10 | TORO CO | $16K | 3.2% |
| 11 | WABTEC CORP | $15K | 3.1% |
| 12 | SONOCO PRODUCTS | $15K | 3.0% |
| 13 | IDEX CORP | $15K | 2.9% |
| 14 | TRACTOR SUPPLY CO | $14K | 2.9% |
| 15 | COMMERCE BANCSHARES INC | $14K | 2.8% |
| 16 | KEYSIGHT TECHNOLOGIES INC | $14K | 2.8% |
| 17 | CASS INFORMATION SYS INC | $14K | 2.8% |
| 18 | LABORATORY CORP AMER HLDGS | $14K | 2.8% |
| 19 | STERIS PLC SHS USD | $14K | 2.7% |
| 20 | APTARGROUP INC | $13K | 2.7% |
| 21 | MSA SAFETY INC | $13K | 2.6% |
| 22 | MOHAWK INDS INC | $13K | 2.5% |
| 23 | MUELLER WTR PRODS INC | $13K | 2.5% |
| 24 | DAVITA HEALTHCARE PARTNERS | $12K | 2.5% |
| 25 | BERKLEY W R CORP | $12K | 2.3% |
Latest Quarter Trades · Q3 2025
New positions (44)
Frequently Asked Questions
- How big is SPEECE THORSON CAPITAL GROUP INC's 13F portfolio?
- SPEECE THORSON CAPITAL GROUP INC reports $500K of long US-equity positions across 44 securities as of Q3 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does SPEECE THORSON CAPITAL GROUP INC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, SPEECE THORSON CAPITAL GROUP INC ranks #347 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is SPEECE THORSON CAPITAL GROUP INC's largest position?
- SPEECE THORSON CAPITAL GROUP INC's largest reported position is HEXCEL CORP NEW at $21K, about 4.1% of its reported book as of Q3 2025.
- What did SPEECE THORSON CAPITAL GROUP INC trade last quarter?
- In its Q3 2025 filing, SPEECE THORSON CAPITAL GROUP INC opened 44 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for SPEECE THORSON CAPITAL GROUP INC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($500K here).
Similar holding count
Nearest filers by number of disclosed positions (44 here).
Using this filing
- The rankings sort every tracked filer the same way SPEECE THORSON CAPITAL GROUP INC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- LM Advisors LLC reported the nearest book value ($559K) this quarter, a useful scale comparison for SPEECE THORSON CAPITAL GROUP INC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.