SEC 13F Intelligence

Speece Thorson Capital Group Inc / WAB

Speece Thorson Capital Group Inc’s Wabtec Position

Does Speece Thorson Capital Group Inc own Wabtec (WAB)? Yes — 52.7K shares worth $13M (+3.00% of its 13F portfolio) as of Q1 2026, down from 72.4K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
52.7K
% of Portfolio
+3.00%
Quarters Held
29
currently held

Position History WAB

Reported value by quarter
Q1 ’19: $5MQ1 ’19Q2 ’19: $5MQ3 ’19: $4MQ4 ’19: $4MQ1 ’20: $4MQ1 ’20Q2 ’20: $3MQ3 ’20: $4MQ4 ’20: $9MQ1 ’21: $10MQ1 ’21Q2 ’21: $11MQ3 ’21: $11MQ4 ’21: $12MQ1 ’22: $12MQ1 ’22Q2 ’22: $10MQ3 ’22: $10MQ4 ’22: $10MQ1 ’23: $10MQ1 ’23Q2 ’23: $13MQ3 ’23: $13MQ4 ’23: $15MQ1 ’24: $15MQ1 ’24Q2 ’24: $12MQ3 ’24: $14MQ4 ’24: $15MQ1 ’25: $14MQ1 ’25Q2 ’25: $16MQ3 ’25: $15MQ4 ’25: $15MQ1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202652.7K$13M+3.00%
Q4 202572.4K$15M+3.34%
Q3 202576.5K$15M+3.06%
Q2 202577.3K$16M+3.30%
Q1 202575.8K$14M+2.83%
Q4 202477.1K$15M+2.88%
Q3 202477.6K$14M+2.60%
Q2 202477.8K$12M+2.51%
Q1 202499.9K$15M+2.81%
Q4 2023121.3K$15M+3.16%
Q3 2023120.5K$13M+2.82%
Q2 2023120.7K$13M+2.71%
Q1 202395.9K$10M+2.04%
Q4 202297.0K$10M+2.08%
Q3 2022126.8K$10M+2.35%
Q2 2022122.9K$10M+2.38%
Q1 2022122.1K$12M+2.51%
Q4 2021128.5K$12M+2.26%
Q3 2021128.0K$11M+2.31%
Q2 2021128.1K$11M+2.20%
Q1 2021128.8K$10M+2.15%
Q4 2020129.6K$9M+2.26%
Q3 202072.2K$4M+1.18%
Q2 202058.5K$3M+0.97%
Q1 202077.3K$4M+1.28%
Q4 201953.6K$4M+1.08%
Q3 201954.0K$4M+1.04%
Q2 201974.3K$5M+1.42%
Q1 201974.3K$5M+1.51%

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 WAB.