Speece Thorson Capital Group Inc Portfolio Holdings
Speece Thorson Capital Group Inc
- $500 Million
- Q3 2025
Speece Thorson Capital Group Inc has filed its 13F form on November 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $500 Million distributed in 44 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Hexcel Corp with a value of $20.7M, Rpm International Inc with a value of $19.7M, Zimmer Biomet Holdings, Inc. with a value of $19.7M, Gentex Corp with a value of $19.5M, and White Mountains Insurance Group LTD with a value of $18.8M.
Examining the 13F form we can see an increase of $9.35M in the current position value, from $491M to 500M.
Below you can find more details about Speece Thorson Capital Group Inc portfolio as well as his latest detailed transactions.
Portfolio value
$500 Million
Industrials: $134 Million
Consumer Cyclical: $91.2 Million
Financial Services: $82.8 Million
Healthcare: $70.2 Million
Technology: $33.2 Million
Basic Materials: $30 Million
Consumer Defensive: $22 Million
Utilities: $11.4 Million
Other: $11.3 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|