Speece Thorson Capital Group Inc Incresed Positions in Q2 2025

Speece Thorson Capital Group Inc

  • $491 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SON
Sonoco Products CO

Consumer Cyclical
138K
+ 63.47%
$40.6 - $47.93 $5.6M - $6.61M
355K $15.5M
ARW
Arrow Electronics Inc

Technology
3.16K
+ 2.08%
$90.32 - $128.28 $286K - $406K
155K $19.8M
MTB
M&T Bank Corp

Financial Services
12.6K
+ 15.25%
$156.58 - $193.99 $1.97M - $2.44M
95.1K $18.4M
NTRS
Northern Trust Corp

Financial Services
2.35K
+ 1.97%
$84.45 - $126.79 $199K - $298K
122K $15.4M
HXL
Hexcel Corp

Industrials
47.7K
+ 16.67%
$47.49 - $57.32 $2.26M - $2.73M
333K $18.8M
REVG
Rev Group, Inc.

Industrials
4.03K
+ 2.63%
$28.82 - $47.59 $116K - $192K
157K $7.48M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.51K
+ 1.99%
$160.22 - $209.35 $242K - $316K
77.3K $16.2M
IEX
Idex Corp

Industrials
13.9K
+ 18.18%
$160.66 - $191.29 $2.24M - $2.66M
90.5K $15.9M
CASY
Caseys General Stores Inc

Consumer Cyclical
356
+ 1.54%
$415.82 - $510.91 $148K - $182K
23.4K $12M
MSA
Msa Safety Inc

Industrials
1.96K
+ 2.64%
$130.21 - $169.16 $255K - $331K
76.2K $12.8M
KEYS
Keysight Technologies, Inc.

Technology
1.77K
+ 2.24%
$127.02 - $165.4 $224K - $292K
80.6K $13.2M
ATR
Aptargroup, Inc.

Healthcare
1.79K
+ 2.21%
$133.66 - $158.53 $239K - $284K
82.7K $12.9M
CASS
Cass Information Systems Inc

Industrials
7.12K
+ 2.2%
$39.19 - $44.2 $279K - $315K
330K $14.3M
CBSH
Commerce Bancshares Inc

Financial Services
4.76K
+ 2.06%
$55.42 - $65.63 $264K - $313K
236K $14.7M
TTC
Toro CO

Industrials
4.88K
+ 2.36%
$63.51 - $77.8 $310K - $380K
211K $14.9M
SJM
J M Smucker CO

Consumer Defensive
27.1K
+ 19.48%
$94.41 - $118.52 $2.56M - $3.21M
166K $16.3M
MGEE
Mge Energy Inc

Utilities
2.59K
+ 2.36%
$86.85 - $93.48 $225K - $242K
112K $9.92M
TSCO
Tractor Supply CO

Consumer Cyclical
5.15K
+ 2.06%
$47.86 - $55.77 $247K - $287K
255K $13.4M
MWA
Mueller Water Products, Inc.

Industrials
9.69K
+ 1.69%
$22.82 - $27.21 $221K - $264K
584K $14M
GNTX
Gentex Corp

Consumer Cyclical
15.2K
+ 2.23%
$20.83 - $23.52 $317K - $358K
698K $15.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
148K
+ 1427.24%
$87.84 - $1441.89 $13M - $213M
158K $14.2M
RPM
Rpm International Inc

Basic Materials
3.36K
+ 2.03%
$96.97 - $117.58 $325K - $395K
169K $18.5M
MHK
Mohawk Industries Inc

Consumer Cyclical
1.93K
+ 2.0%
$97.99 - $117.15 $189K - $226K
98.4K $10.3M
DVA
Davita Inc.

Healthcare
1.76K
+ 1.9%
$133.5 - $155.51 $235K - $274K
94.5K $13.5M
WTM
White Mountains Insurance Group LTD

Financial Services
224
+ 2.01%
$1699.35 - $1901.99 $381K - $426K
11.4K $20.4M
BRO
Brown & Brown, Inc.

Financial Services
1.77K
+ 1.88%
$104.48 - $124.43 $185K - $220K
95.9K $10.6M
TFX
Teleflex Inc

Healthcare
2.1K
+ 2.39%
$117.53 - $141.38 $246K - $296K
89.8K $10.6M
DVN
Devon Energy Corp

Energy
7.64K
+ 2.38%
$26.8 - $37.92 $205K - $290K
328K $10.4M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
23K
+ 12.89%
$90.21 - $112.66 $2.08M - $2.6M
202K $18.4M
Activity Summary
Buys All Purchases 31 New Holdings 1 Increased Positions 30 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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