SPEECE THORSON CAPITAL GROUP INC
All 13F Filings
- Location
- Minnetonka, MN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 461,952
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/29/2026 | 42 | 461,952 | 13F-HR | SPEECE THORSON CAPITAL GROUP INC |
| Q3 2025 | 11/20/2025 | 44 | 500,482 | 13F-HR | SPEECE THORSON CAPITAL GROUP INC |
| Q2 2025 | 8/5/2025 | 43 | 491,133 | 13F-HR | SPEECE THORSON CAPITAL GROUP INC |
| Q2 2014 | 8/7/2014 | 39 | 392,827 | 13F-HR | SPEECE THORSON CAPITAL GROUP INC |
| Q1 2014 | 4/23/2014 | 39 | 379,535 | 13F-HR | SPEECE THORSON CAPITAL GROUP INC |
| Q4 2013 | 1/24/2014 | 40 | 377,132 | 13F-HR | SPEECE THORSON CAPITAL GROUP INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 462 K | 100.0% | 0 | 38.53 K | -38.53 K |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
461,952
Holdings
42
QoQ value change ($000)
-38,530
(-7.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.