SEC 13F Intelligence

Speece Thorson Capital Group Inc / RPM

Speece Thorson Capital Group Inc’s Rpm Intl Inc Position

Does Speece Thorson Capital Group Inc own Rpm Intl Inc (RPM)? Yes145.0K shares worth $14M (+3.28% of its 13F portfolio) as of Q1 2026, down from 157.7K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
145.0K
% of Portfolio
+3.28%
Quarters Held
25
currently held

Position History RPM

Reported value by quarter
Q1 ’20: $3MQ1 ’20Q2 ’20: $3MQ3 ’20: $4MQ4 ’20: $4MQ1 ’21: $6MQ1 ’21Q2 ’21: $6MQ3 ’21: $10MQ4 ’21: $10MQ1 ’22: $8MQ1 ’22Q2 ’22: $8MQ3 ’22: $11MQ4 ’22: $12MQ1 ’23: $13MQ1 ’23Q2 ’23: $14MQ3 ’23: $16MQ4 ’23: $20MQ1 ’24: $21MQ1 ’24Q2 ’24: $18MQ3 ’24: $20MQ4 ’24: $21MQ1 ’25: $19MQ1 ’25Q2 ’25: $19MQ3 ’25: $20MQ4 ’25: $16MQ1 ’26: $14MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026145.0K$14M+3.28%
Q4 2025157.7K$16M+3.55%
Q3 2025166.9K$20M+3.93%
Q2 2025168.8K$19M+3.78%
Q1 2025165.4K$19M+3.94%
Q4 2024168.3K$21M+4.09%
Q3 2024169.2K$20M+3.78%
Q2 2024169.7K$18M+3.74%
Q1 2024172.7K$21M+3.97%
Q4 2023175.0K$20M+4.01%
Q3 2023173.9K$16M+3.63%
Q2 2023150.5K$14M+2.76%
Q1 2023152.1K$13M+2.80%
Q4 2022127.3K$12M+2.66%
Q3 2022127.3K$11M+2.42%
Q2 202295.5K$8M+1.77%
Q1 202294.9K$8M+1.65%
Q4 202195.4K$10M+1.84%
Q3 2021124.9K$10M+2.03%
Q2 202168.3K$6M+1.27%
Q1 202168.7K$6M+1.33%
Q4 202046.0K$4M+0.99%
Q3 202046.8K$4M+1.03%
Q2 202046.5K$3M+1.01%
Q1 202047.2K$3M+0.97%

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 RPM.