Ownership history in SPEECE THORSON CAPITAL GROUP INC Β· 24 quarters on record
This page tracks every 13F SEC filing in which SPEECE THORSON CAPITAL GROUP INC reported a position in HEXCEL CORP NEW (HXL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π SPEECE THORSON CAPITAL GROUP INC underperformed the S&P 500 by β14.6% annually on this HXL position. Timing score: 55% (12/22 decisions correct). Average cost basis: $54.52. Maximum drawdown during holding period: β26.8%.
β Significantly underperformed the S&P 500 by 14.6% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
12 of 22 add/trim decisions correct
Best entry: $32.33 (2020 Q3) Β· Worst: $72.10 (2023 Q4)
πͺ Held through 2 major drawdowns (>20%).
12 adds Β· 11 trims. Bought during 6 of 10 down-price quarters. π More buys than sells across the holding period.
π SPEECE THORSON CAPITAL GROUP INC has been actively increasing its HXL allocation β a bullish signal from insiders.
Currently 4.56% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size