SEC 13F Intelligence

Speece Thorson Capital Group Inc / MWA

Speece Thorson Capital Group Inc’s Mueller Wtr Prods Inc Position

Does Speece Thorson Capital Group Inc own Mueller Wtr Prods Inc (MWA)? Yes — 374.6K shares worth $10M (+2.35% of its 13F portfolio) as of Q1 2026, down from 467.6K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
374.6K
% of Portfolio
+2.35%
Quarters Held
29
currently held

Position History MWA

Reported value by quarter
Q1 ’19: $11MQ1 ’19Q2 ’19: $17MQ3 ’19: $19MQ4 ’19: $15MQ1 ’20: $11MQ1 ’20Q2 ’20: $19MQ3 ’20: $16MQ4 ’20: $15MQ1 ’21: $16MQ1 ’21Q2 ’21: $17MQ3 ’21: $18MQ4 ’21: $17MQ1 ’22: $16MQ1 ’22Q2 ’22: $17MQ3 ’22: $15MQ4 ’22: $16MQ1 ’23: $18MQ1 ’23Q2 ’23: $16MQ3 ’23: $12MQ4 ’23: $14MQ1 ’24: $16MQ1 ’24Q2 ’24: $14MQ3 ’24: $15MQ4 ’24: $15MQ1 ’25: $15MQ1 ’25Q2 ’25: $14MQ3 ’25: $13MQ4 ’25: $11MQ1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026374.6K$10M+2.35%
Q4 2025467.6K$11M+2.41%
Q3 2025491.0K$13M+2.50%
Q2 2025583.8K$14M+2.86%
Q1 2025574.2K$15M+3.01%
Q4 2024677.7K$15M+3.01%
Q3 2024680.9K$15M+2.73%
Q2 2024792.7K$14M+2.91%
Q1 2024971.5K$16M+3.02%
Q4 2023983.8K$14M+2.90%
Q3 2023977.5K$12M+2.73%
Q2 2023978.6K$16M+3.25%
Q1 20231.30M$18M+3.81%
Q4 20221.48M$16M+3.41%
Q3 20221.48M$15M+3.46%
Q2 20221.43M$17M+3.95%
Q1 20221.24M$16M+3.42%
Q4 20211.19M$17M+3.27%
Q3 20211.17M$18M+3.72%
Q2 20211.17M$17M+3.51%
Q1 20211.17M$16M+3.43%
Q4 20201.18M$15M+3.47%
Q3 20201.54M$16M+4.25%
Q2 20201.97M$19M+5.36%
Q1 20201.43M$11M+3.95%
Q4 20191.22M$15M+3.79%
Q3 20191.73M$19M+5.19%
Q2 20191.76M$17M+4.59%
Q1 20191.08M$11M+2.99%

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 MWA.