SPEECE THORSON CAPITAL GROUP INC 13F Holdings

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Disclosed positions

SPEECE THORSON CAPITAL GROUP INC: source evidence dated 2026-08-05T03:59:59.999Z.

Issuer: COMMERCE BANCSHARES INC
Ticker: CBSH
Class: COM
Reported value: $19,199,000
Reported amount: 332,442
Unit: SH
Option: None

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What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0000900169-26-000003

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Disclosed positions

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COMMERCE BANCSHARES INC	CBSH	COM	$19,199,000	332,442	SH	None
WHITE MOUNT INS GRP LTD	WTM	COM	$19,106,000	9,215	SH	None
MGE ENERGY INC	MGEE	COM	$18,646,000	228,679	SH	None
CASS INFORMATION SYS INC	CASS	COM	$17,825,000	347,328	SH	None
STERIS PLC SHS USD	STE	COM	$17,792,000	84,495	SH	None
SONOCO PRODUCTS	SON	COM	$16,933,000	300,496	SH	None
MSA SAFETY INC	MSA	COM	$16,889,000	96,741	SH	None
RPM INTL INC	RPM	COM	$15,794,000	142,095	SH	None
HEXCEL CORP NEW	HXL	COM	$15,255,000	152,463	SH	None
LABORATORY CORP AMER HLDGS	LH	COM	$15,228,000	54,385	SH	None
M & T BANK CORP	MTB	COM	$15,205,000	63,885	SH	None
APTARGROUP INC	ATR	COM	$15,194,000	121,355	SH	None
O REILLY AUTOMOTIVE INC	ORLY	COM	$15,110,000	164,080	SH	None
GENTEX CORP	GNTX	COM	$15,090,000	597,167	SH	None
IDEX CORP	IEX	COM	$14,867,000	65,510	SH	None
TORO CO	TTC	COM	$14,317,000	146,959	SH	None
WABTEC CORP	WAB	COM	$13,924,000	51,647	SH	None
TELEFLEX INCORPORATED	TFX	COM	$13,191,000	104,065	SH	None
SMUCKER J M CO	SJM	COM	$13,180,000	117,159	SH	None
INSIGHT ENTERPRISES INC	NSIT	COM	$13,027,000	106,952	SH	None
ZIMMER HLDGS INC	ZBH	COM	$11,928,000	138,547	SH	None
TRIMBLE INC	TRMB	COM	$11,736,000	229,315	SH	None
BERKLEY W R CORP	WRB	COM	$11,465,000	162,554	SH	None
TRACTOR SUPPLY CO	TSCO	COM	$11,378,000	359,937	SH	None
DEVON ENERGY CORP NEW	DVN	COM	$11,339,000	274,418	SH	None
ARROW ELECTRS INC	ARW	COM	$10,962,000	51,368	SH	None
KEYSIGHT TECHNOLOGIES INC	KEYS	COM	$10,547,000	30,127	SH	None
AZZ INC	AZZ	COM	$9,884,000	63,750	SH	None
MUELLER WTR PRODS INC	MWA	COM	$9,487,000	367,282	SH	None
NORTHERN TRUST CORP	NTRS	COM	$9,040,000	51,999	SH	None
MOHAWK INDS INC	MHK	COM	$7,910,000	65,195	SH	None
TEREX CORP NEW	TEX	COM	$7,717,000	106,610	SH	None
C H ROBINSON WORLDWIDE INC	CHRW	COM	$7,110,000	37,751	SH	None
CASEYS GEN STORES INC	CASY	COM	$6,316,000	7,947	SH	None
MEDIAALPHA INC	MAX	COM	$6,148,000	489,098	SH	None
FULLER H B CO	FUL	COM	$4,509,000	77,354	SH	None
RAYONIER INC	RYN	COM	$4,498,000	211,357	SH	None

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.