0000900169-24-000002.txt : 20240423 0000900169-24-000002.hdr.sgml : 20240423 20240423144213 ACCESSION NUMBER: 0000900169-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240423 DATE AS OF CHANGE: 20240423 EFFECTIVENESS DATE: 20240423 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SPEECE THORSON CAPITAL GROUP INC CENTRAL INDEX KEY: 0000900169 ORGANIZATION NAME: IRS NUMBER: 411701874 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-03607 FILM NUMBER: 24864166 BUSINESS ADDRESS: STREET 1: 601 CARLSON PKWY STREET 2: SUITE 850 CITY: MINNETONKA STATE: MN ZIP: 55305 BUSINESS PHONE: 6123384649 MAIL ADDRESS: STREET 1: 601 CARLSON PKWY STREET 2: SUITE 850 CITY: MINNETONKA STATE: MN ZIP: 55305 FORMER COMPANY: FORMER CONFORMED NAME: SPEECE LEWIS & THORSON INC DATE OF NAME CHANGE: 19990322 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false true 0000900169 XXXXXXXX 03-31-2024 03-31-2024 SPEECE THORSON CAPITAL GROUP INC

601 CARLSON PKWY SUITE 850 MINNETONKA MN 55305

13F HOLDINGS REPORT 028-03607 N Beth Hickey 612-338-4649 Beth Hickey Minnetonka MN 04-23-2024 0 43 517373 false INFORMATION TABLE 2 qi24.xml Q1 2024 APTARGROUP INC COM 038336103 11558 80327 SH SOLE 80327 0 0 ARROW ELECTRS INC COM 042735100 18091 139743 SH SOLE 139743 0 0 BERKLEY W R CORP COM 084423102 13887 157025 SH SOLE 157025 0 0 BROWN & BROWN INC COM 115236101 12018 137281 SH SOLE 137281 0 0 C H ROBINSON WORLDWIDE INC COM 12541W209 12087 158744 SH SOLE 158744 0 0 CABLE ONE INC COM 12685J105 9461 22360 SH SOLE 22360 0 0 CASEYS GEN STORES INC COM 147528103 9530 29927 SH SOLE 29927 0 0 CASS INFORMATION SYS INC COM 14808P109 7649 158801 SH SOLE 158801 0 0 COMMERCE BANCSHARES INC COM 200525103 12221 229709 SH SOLE 229709 0 0 DAVITA HEALTHCARE PARTNERS COM 23918K108 14981 108520 SH SOLE 108520 0 0 DEVON ENERGY CORP NEW COM 25179M103 14326 285497 SH SOLE 285497 0 0 EATON CORP PLC SHS COM G29183103 1309 4185 SH SOLE 4185 0 0 FMC CORP COM 302491303 14746 231484 SH SOLE 231484 0 0 GENTEX CORP COM 371901109 18452 510849 SH SOLE 510849 0 0 HEXCEL CORP NEW COM 428291108 12917 177308 SH SOLE 177308 0 0 IDEX CORP COM 45167R104 12069 49460 SH SOLE 49460 0 0 INSIGHT ENTERPRISES INC COM 45765U103 1173 6321 SH SOLE 6321 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 9979 63812 SH SOLE 63812 0 0 LABORATORY CORP AMER HLDGS COM 50540R409 11742 53751 SH SOLE 53751 0 0 LEGGETT & PLATT INC COM 524660107 15416 805021 SH SOLE 805021 0 0 M & T BANK CORP COM 55261F104 18775 129093 SH SOLE 129093 0 0 MASONITE INTL CORP NEW COM 575385109 1292 9829 SH SOLE 9829 0 0 MERCURY GEN CORP NEW COM 589400100 12602 244232 SH SOLE 244232 0 0 MGE ENERGY INC COM 55277P104 8985 114143 SH SOLE 114143 0 0 MOHAWK INDS INC COM 608190104 16694 127545 SH SOLE 127545 0 0 MUELLER WTR PRODS INC COM 624758108 15632 971528 SH SOLE 971528 0 0 NORTHERN TRUST CORP COM 665859104 14648 164732 SH SOLE 164732 0 0 O REILLY AUTOMOTIVE INC COM 67103H107 14996 13284 SH SOLE 13284 0 0 PLEXUS CORP COM COM 729132100 1612 16997 SH SOLE 16997 0 0 PROGRESSIVE CORP OHIO COM 743315103 295 1426 SH SOLE 1426 0 0 RPM INTL INC COM 749685103 20547 172735 SH SOLE 172735 0 0 SCHEIN HENRY INC COM 806407102 12881 170568 SH SOLE 170568 0 0 SMUCKER J M CO COM 832696405 11641 92484 SH SOLE 92484 0 0 SONOCO PRODUCTS COM 835495102 15190 262624 SH SOLE 262624 0 0 STERIS PLC SHS USD COM G8473T100 15402 68509 SH SOLE 68509 0 0 TELEFLEX INCORPORATED COM 879369106 8169 36121 SH SOLE 36121 0 0 TORO CO COM 891092108 7502 81870 SH SOLE 81870 0 0 TRACTOR SUPPLY CO COM 892356106 13641 52121 SH SOLE 52121 0 0 WABTEC CORP COM 929740108 14556 99920 SH SOLE 99920 0 0 WERNER ENTERPRISES INC COM 950755108 11980 306242 SH SOLE 306242 0 0 WHITE MOUNT INS GRP LTD COM G9618E107 24673 13751 SH SOLE 13751 0 0 WILLIAMS SONOMA INC COM 969904101 1438 4528 SH SOLE 4528 0 0 ZIMMER HLDGS INC COM 98956P102 20610 156157 SH SOLE 156157 0 0