SEC 13F Intelligence

Speece Thorson Capital Group Inc / MSA

Speece Thorson Capital Group Inc’s Msa Safety Inc Position

Does Speece Thorson Capital Group Inc own Msa Safety Inc (MSA)? Yes85.2K shares worth $14M (+3.18% of its 13F portfolio) as of Q1 2026, down from 93.2K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
85.2K
% of Portfolio
+3.18%
Quarters Held
17
currently held

Position History MSA

Reported value by quarter
Q1 ’19: $5MQ1 ’19Q2 ’19: $4MQ3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $362,000Q2 ’20: $410,000Q3 ’20: $480,000Q3 ’20Q4 ’20: $535,000Q1 ’21: $537,000Q2 ’21: $593,000Q2 ’21Q3 ’21: $521,000Q4 ’21: $540,000Q1 ’25: $11MQ1 ’25Q2 ’25: $13MQ3 ’25: $13MQ4 ’25: $15MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202685.2K$14M+3.18%
Q4 202593.2K$15M+3.23%
Q3 202575.3K$13M+2.59%
Q2 202576.2K$13M+2.60%
Q1 202574.3K$11M+2.24%
Q4 20213.6K$540,000+0.10%
Q3 20213.6K$521,000+0.11%
Q2 20213.6K$593,000+0.12%
Q1 20213.6K$537,000+0.11%
Q4 20203.6K$535,000+0.13%
Q3 20203.6K$480,000+0.13%
Q2 20203.6K$410,000+0.12%
Q1 20203.6K$362,000+0.12%
Q4 201934.1K$4M+1.12%
Q3 201934.4K$4M+1.00%
Q2 201935.2K$4M+0.99%
Q1 201948.5K$5M+1.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Speece Thorson Capital Group Inc’s full portfolio or all institutional holders of MSA.