SPEECE THORSON CAPITAL GROUP INC
SEC Form 13F institutional filer · CIK 0000900169
13F-HR · 18 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
67.3%
SPEECE THORSON CAPITAL GROUP INC — $194K AUM allocation strategy
SPEECE THORSON CAPITAL GROUP INC files SEC Form 13F and reports $194K of long US equity value across 18 reported holdings for 2026-03-31.
Its largest sector bet is Financials 20.1%, followed by Health Care 19.9% and Industrials 17.9%.
The top 10 holdings account for 67% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
SPEECE THORSON CAPITAL GROUP INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$194K
total across 18 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
67% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$CHRW −24.3K sh · −$3.7K−$TSCO −22.9K sh · −$2.48K−$DVN −22K sh · +$3.05K
Exited to nil (held last quarter, gone now)
$DVA ($10.1K last qtr)$WSM ($1.59K last qtr)$ETN ($1.2K last qtr)$HSIC ($466 last qtr)$PGR ($325 last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Health Care Equipment13.9%—
- Packaged Foods & Meats7.9%—
- Industrial Machinery & Supplies & Components7.8%—
- Oil & Gas Exploration & Production7.3%—
- Regional Banks6.9%—
- Construction Machinery & Heavy Transportation Equipment6.8%—
- Other Specialty Retail6.6%—
- Automotive Retail6.0%—
- Other holdings36.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IEX | IDEX Corporation | 80.1K | $15.2K | -5.03K | 7.8% |
| $STE | STERIS plc | 64.4K | $14.2K | +12.4K | 7.3% |
| $DVN | Devon Energy Corporation | 282K | $14.2K | -22K | 7.3% |
| $MTB | M&T Bank Corporation | 65.2K | $13.5K | -8.07K | 6.9% |
| $WAB | Westinghouse Air Brake Technologies Corporation | 52.7K | $13.2K | -19.7K | 6.8% |
| $TSCO | Tractor Supply Company | 284K | $12.9K | -22.9K | 6.6% |
| $ZBH | Zimmer Biomet Holdings Inc | 141K | $12.8K | -13.8K | 6.6% |
| $ORLY | O'Reilly Automotive Inc | 127K | $11.7K | -21.2K | 6.0% |
| $LH | Labcorp Holdings Inc | 43.8K | $11.7K | -1.28K | 6.0% |
| $SJM | The J.M. Smucker Company | 120K | $11.5K | -9.69K | 5.9% |
…and 8 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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