Long-term investor
Speece Thorson Capital Group Inc. @speecethorsoncapitalgrou
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000900169).
Record
- Tracked since 2025-06-30 (446 days), 57 trades recorded
- Returns: week n/a · month n/a · 90 days +8.4% · 6 months n/a · 1 year +16.7% · all +16.7%
- Max drawdown n/a · win rate 46% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CBSH · 4.1% · long · since 2025-06-30
- G9618E107 · 4.1% · long · since 2025-06-30
- MGEE · 4.0% · long · since 2025-06-30
- CASS · 3.8% · long · since 2025-06-30
- G8473T100 · 3.8% · long · since 2025-06-30
- SON · 3.6% · long · since 2025-06-30
- MSA · 3.6% · long · since 2025-06-30
- RPM · 3.4% · long · since 2025-06-30
- HXL · 3.3% · long · since 2025-06-30
- 504922105 · 3.3% · long · since 2025-06-30
- 55261F104 · 3.3% · long · since 2025-06-30
- ATR · 3.2% · long · since 2025-06-30