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Speece Thorson Capital Group Inc.
Speece Thorson Capital Group Inc (ST Capital) is an independent, 100% employee-owned registered investment adviser based in Minnetonka, Minnesota, United States. Founded in 1992, the firm specializes in managing mid to small cap value equity portfolios for institutions and high net worth families. ST Capital employs around 12 professionals and operates with a fiduciary commitment, emphasizing long-term value investing and personalized client service. The firm is regulated by the U.S. Securities and Exchange Commission (SEC) and markets itself as adhering to high ethical and professional standards, including compliance with the CFA Institute Asset Manager Code of Professional Conduct.
Investment Strategy
Speece Thorson Capital Group Inc follows a long-term, fundamental value investing strategy, focusing on mid to small cap companies that are well-managed and meet high standards for value investing. The firm uses a bottom-up research process, incorporating Environmental, Social, and Governance (ESG) factors, to identify investment opportunities. ST Capital offers separate accounts, commingled management, and sub-advisory services, with an emphasis on risk management, discipline, and compliance with the Global Investment Performance Standards (GIPS). The firm does not charge performance-based fees and discloses fees transparently, maintaining a fiduciary duty to act in clients’ best interests.
Latest 13F Filing Activity
Speece Thorson Capital Group Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 43 equity positions with a total 13F market value of $491M. The fund increased holdings in Azz Inc., Sonoco Products, Arrow Electrs Inc. among other positions. Speece Thorson Capital Group Inc. reduced exposure to Werner Enterprises Inc., FMC Corp., Berkley W R Corp. among others.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WTM | WHITE MOUNT INS GRP LTD | 4.16% | $20.4M | 11,383 | $875.18 | $1795.72 | -$1.0M |
A ARW | ARROW ELECTRS INC | 4.03% | $19.8M | 155,443 | $81.60 | $127.43 | +$4.0M |
H HXL | HEXCEL CORP NEW | 3.84% | $18.8M | 333,471 | $58.21 | $56.49 | +$3.2M |
R RPM | RPM INTL INC | 3.78% | $18.5M | 168,804 | $80.96 | $109.84 | -$598.0K |
M MTB | M & T BANK CORP | 3.76% | $18.4M | 95,090 | $131.15 | $193.99 | +$3.7M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
B Ben Johnson | Principal and Portfolio Manager | Minneapolis, MN , United States | |
M Matt Weight | Principal | Saint Paul, MN , United States | |
 | Partner and Portfolio Manager | Minneapolis, MN , United States |
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