Speece Thorson Capital Group
Speece Thorson Capital Group reported 37 stocks worth $468M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are CBSH (4.1%), WTM (4.1%) and MGEE (4.0%). Compared with Q1 2026, the fund opened new positions in RYN, added to MGEE, STE and MSA, trimmed CBSH, WTM and CASS and sold out of BRO and MKC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CBSH Commerce Bancshares Inc | $19.2M | 4.1% | 332K | −6,194 (−2%) | 8 of 8 | |
| 2 |  WTM White Mtns Ins Group Ltd | $19.1M | 4.1% | 9,215 | −182 (−2%) | 8 of 8 | |
| 3 |  MGEE Mge Energy Inc | $18.6M | 4.0% | 229K | +39K (+21%) | 8 of 8 | |
| 4 |  CASS Cass Information Sys Inc | $17.8M | 3.8% | 347K | −6,909 (−2%) | 8 of 8 | |
| 5 |  STE Steris PLC | $17.8M | 3.8% | 84K | +20K (+31%) | 8 of 8 | |
| 6 |  SON Sonoco Prods Co | $16.9M | 3.6% | 300K | −6,141 (−2%) | 8 of 8 | |
| 7 |  MSA Msa Safety Inc | $16.9M | 3.6% | 97K | +12K (+14%) | 6 of 8 | |
| 8 |  RPM Rpm Intl Inc | $15.8M | 3.4% | 142K | −2,864 (−2%) | 8 of 8 | |
| 9 |  HXL Hexcel Corp New | $15.3M | 3.3% | 152K | −53K (−26%) | 8 of 8 | |
| 10 |  LH Labcorp Hldgs Inc | $15.2M | 3.3% | 54K | +11K (+24%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 4, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Speece Thorson Capital Group 13F FAQ
What does Speece Thorson Capital Group own?
Speece Thorson Capital Group reported 37 stocks worth $468M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are CBSH (4.1%), WTM (4.1%) and MGEE (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did Speece Thorson Capital Group buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 10 added to, 26 trimmed and 2 sold out. New positions include RYN. It sold all of BRO and MKC.
When will Speece Thorson Capital Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Speece Thorson Capital Group's portfolio worth?
The Q2 2026 filing reports $468M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.