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Speece Thorson Capital Group’s Hexcel HXL Stock Holding History

Speece Thorson Capital Group’s Portfolio HXL Stock Details HXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.6M Sell
205,013
-79,892
-28% -$6.73M 3.78% 3
2025
Q4 		$21.1M Sell
284,905
-44,633
-14% -$3.16M 4.56% 2
2025
Q3 		$20.7M Sell
329,538
-3,933
-1% -$242K 4.13% 1
2025
Q2 		$18.8M Buy
333,471
+47,657
+17% +$2.52M 3.84% 3
2025
Q1 		$15.7M Sell
285,814
-5,174
-2% -$323K 3.22% 9
2024
Q4 		$18.2M Buy
290,988
+46,115
+19% +$2.85M 3.6% 5
2024
Q3 		$15.1M Buy
244,873
+32,960
+16% +$2.07M 2.8% 14
2024
Q2 		$13.2M Buy
211,913
+34,605
+20% +$2.32M 2.71% 17
2024
Q1 		$12.9M Sell
177,308
-2,362
-1% -$170K 2.5% 20
2023
Q4 		$13.3M Buy
179,670
+74,957
+72% +$5.07M 2.72% 18
2023
Q3 		$6.82M Sell
104,713
-198
-0.2% -$14.1K 1.5% 36
2023
Q2 		$7.97M Sell
104,911
-1,087
-1% -$77.5K 1.63% 36
2023
Q1 		$7.23M Sell
105,998
-48,068
-31% -$3.26M 1.52% 36
2022
Q4 		$9.07M Hold
154,066
– – 1.95% 31
2022
Q3 		$7.97M Buy
154,066
+4,493
+3% +$262K 1.82% 30
2022
Q2 		$7.82M Buy
149,573
+945
+0.6% +$51.8K 1.84% 28
2022
Q1 		$8.84M Sell
148,628
-852
-0.6% -$47K 1.89% 25
2021
Q4 		$7.74M Buy
149,480
+44,639
+43% +$2.53M 1.48% 30
2021
Q3 		$6.23M Sell
104,841
-240
-0.2% -$13.8K 1.3% 33
2021
Q2 		$6.56M Sell
105,081
-595
-0.6% -$34.3K 1.37% 32
2021
Q1 		$5.92M Sell
105,676
-10,700
-9% -$564K 1.25% 33
2020
Q4 		$5.64M Buy
116,376
+16,947
+17% +$738K 1.34% 29
2020
Q3 		$3.34M Buy
99,429
+459
+0.5% +$18.5K 0.88% 39
2020
Q2 		$4.47M Buy
98,970
+6,076
+7% +$216K 1.29% 30
2020
Q1 		$3.46M Buy
+92,894
New +$6M 1.19% 34

Other funds holding HXL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Speece Thorson Capital Group's HXL Position: Q1 2026 in Review

Speece Thorson Capital Group reduced its Hexcel (HXL) stake by 28% in Q1 2026, selling an estimated $6.73M and leaving 205,013 shares worth $16.6M. The position accounts for 3.78% of the portfolio, ranked #3.

Speece Thorson Capital Group first reported a position in HXL in Q1 2020 and has held it in 25 quarters since. The position peaked at $21.1M in Q4 2025. 469 funds tracked by Wall St. Rank hold HXL as of Q1 2026.

  • Speece Thorson Capital Group held 205,013 shares of Hexcel worth $16.6M as of Q1 2026.
  • Speece Thorson Capital Group sold 79,892 Hexcel shares in Q1 2026, an estimated $6.73M.
  • Hexcel made up 3.78% of Speece Thorson Capital Group's portfolio in Q1 2026, its #3 holding.
  • Speece Thorson Capital Group first reported a position in Hexcel in Q1 2020 and has held it in 25 quarters since.
  • Speece Thorson Capital Group's Hexcel position peaked at $21.1M in Q4 2025.
  • 469 funds tracked by Wall St. Rank held Hexcel as of Q1 2026.

Based on Speece Thorson Capital Group's 13F filing for Q1 2026, filed 29 Apr 2026.