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| Name: |
SPEECE THORSON CAPITAL GROUP INC |
| City: |
MINNEAPOLIS |
| State: |
MN |
| Zip: |
55402 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
WTM |
White Mountains Insurance G... |
1 |
- |
$1,785.30 |
$21,490,000 |
11,159 |
4.43% |
-567,000 |
-181 |
0.359 |
Property & Casualty I... |
|
|
ZBH |
Zimmer Holdings Inc |
2 |
- |
$93.67 |
$20,232,000 |
178,761 |
4.17% |
1,028,000 |
-3,039 |
0.086 |
Medical Appliances & ... |
|
|
FMC |
FMC Corp |
3 |
- |
$44.23 |
$19,498,000 |
462,145 |
4.02% |
-2,693,000 |
5,636 |
0.356 |
Diversified Chemicals |
|
|
RPM |
RPM International Inc |
4 |
- |
$113.36 |
$19,139,000 |
165,448 |
3.94% |
-1,573,000 |
-2,864 |
0.127 |
General Building Mate... |
|
|
SJM |
JM Smucker Company |
5 |
- |
$104.08 |
$16,469,000 |
139,087 |
3.39% |
889,000 |
-2,398 |
0.122 |
Processed & Packaged ... |
|
|
WRB |
WR Berkley Corporation |
6 |
- |
$71.49 |
$16,022,000 |
225,151 |
3.3% |
2,635,000 |
-3,608 |
0.085 |
Property & Casualty I... |
|
|
GNTX |
Gentex Corp |
7 |
- |
$34.55 |
$15,907,000 |
682,684 |
3.28% |
-677,000 |
105,446 |
0.279 |
Auto Parts |
|
|
ARW |
Arrow Electronics Inc |
8 |
- |
$132.17 |
$15,811,000 |
152,279 |
3.26% |
-1,717,000 |
-2,670 |
0.196 |
Electronics Wholesale |
|
|
HXL |
Hexcel Corp |
9 |
- |
$57.30 |
$15,651,000 |
285,814 |
3.22% |
-2,594,000 |
-5,174 |
0.301 |
Aerospace/Defense Pro... |
|
|
TTC |
Toro Co |
10 |
- |
$74.54 |
$15,016,000 |
206,412 |
3.09% |
-1,817,000 |
-3,744 |
0.192 |
Small Tools & Accesso... |
|
|
STE |
Steris Corp |
11 |
- |
$237.55 |
$14,881,000 |
65,658 |
3.06% |
1,159,000 |
-1,097 |
0.066 |
Medical Appliances & ... |
|
|
ORLY |
O Reilly Automotive Inc |
12 |
- |
$91.33 |
$14,813,000 |
10,340 |
3.05% |
-533,000 |
-2,602 |
0.014 |
Auto Parts Stores |
|
|
MTB |
M&T Bank Corp |
13 |
- |
$202.58 |
$14,748,000 |
82,509 |
3.04% |
-1,023,000 |
-1,374 |
0.047 |
Domestic Regional Banks |
|
|
MWA |
Mueller Water Products, Inc. |
14 |
- |
$24.79 |
$14,595,000 |
574,151 |
3.01% |
-652,000 |
-103,500 |
0.363 |
Industrial Equipment ... |
|
|
CBSH |
Commerce Bancshares Inc |
15 |
- |
$64.56 |
$14,390,000 |
231,232 |
2.96% |
-265,000 |
-3,957 |
0.207 |
Domestic Regional Banks |
|
|
DVA |
Davita Healthcare Partners |
16 |
- |
$142.56 |
$14,187,000 |
92,740 |
2.92% |
-1,578,000 |
-12,678 |
0.083 |
Specialized Health Se... |
|
|
CASS |
Cass Information Systems Inc |
17 |
- |
$46.20 |
$13,966,000 |
322,918 |
2.88% |
509,000 |
-6,019 |
2.239 |
Domestic Regional Banks |
|
|
IEX |
Idex Corp |
18 |
- |
$181.25 |
$13,856,000 |
76,567 |
2.85% |
3,763,000 |
28,343 |
0.101 |
Diversified Machinery |
|
|
TSCO |
Tractor Supply Co |
19 |
- |
$54.63 |
$13,755,000 |
249,635 |
2.83% |
283,000 |
-4,263 |
0.214 |
Specialty Retail, Other |
|
|
WAB |
Westinghouse Air Brake Tech... |
20 |
- |
$163.38 |
$13,752,000 |
75,832 |
2.83% |
-861,000 |
-1,242 |
0.04 |
Auto Parts |
|
|
TFX |
Teleflex Inc |
21 |
- |
$119.90 |
$12,126,000 |
87,747 |
2.5% |
-827,000 |
14,969 |
0.175 |
Conglomerates |
|
|
CHRW |
CH Robinson Worldwide Inc |
22 |
- |
$98.03 |
$12,066,000 |
117,831 |
2.48% |
-319,000 |
-2,037 |
0.087 |
AirDelivery & Freight... |
|
|
ATR |
AptarGroup Inc |
23 |
- |
$161.04 |
$11,999,000 |
80,864 |
2.47% |
3,865,000 |
29,086 |
0.125 |
Rubber & Plastics |
|
|
DVN |
Devon Energy Corp |
24 |
- |
$33.23 |
$11,975,000 |
320,188 |
2.47% |
1,673,000 |
5,418 |
0.047 |
Independent Oil & Gas |
|
|
KEYS |
Keysight Technologies Inc |
25 |
- |
$167.05 |
$11,805,000 |
78,818 |
2.43% |
-1,077,000 |
-1,380 |
0.042 |
N/A |
|
|
NTRS |
Northern Trust Corp |
26 |
- |
$131.70 |
$11,767,000 |
119,282 |
2.42% |
-660,000 |
-1,954 |
0.057 |
Domestic Regional Banks |
|
|
BRO |
Brown & Brown Inc |
27 |
- |
$108.70 |
$11,704,000 |
94,083 |
2.41% |
145,000 |
-19,221 |
0.033 |
Insurance Brokers |
|
|
LH |
Laboratory Corp of America |
28 |
- |
$261.89 |
$11,040,000 |
47,435 |
2.27% |
-33,000 |
-852 |
0.056 |
Medical Laboratories ... |
|
|
MHK |
Mohawk Industries Inc |
29 |
- |
$110.84 |
$11,012,000 |
96,448 |
2.27% |
-670,000 |
-1,614 |
0.135 |
Textile Manufacturing |
|
|
MSA |
MSA Safety Incorporated |
30 |
New |
$175.77 |
$10,894,000 |
74,263 |
2.24% |
10,894,000 |
74,263 |
0.191 |
Medical Appliances & ... |
|
|
SON |
Sonoco Products Co |
31 |
- |
$46.51 |
$10,263,000 |
217,255 |
2.11% |
-4,767,000 |
-90,425 |
0.216 |
Paper & Paper Products |
|
|
MGEE |
MGE Energy Inc |
32 |
- |
$90.05 |
$10,186,000 |
109,570 |
2.1% |
-260,000 |
-1,606 |
0.303 |
Multi Utilities |
|
|
CASY |
Caseys General Stores Inc |
33 |
- |
$517.23 |
$10,010,000 |
23,062 |
2.06% |
744,000 |
-323 |
0.062 |
Grocery Stores |
|
|
WERN |
Werner Enterprises Inc |
34 |
- |
$29.07 |
$8,593,000 |
293,274 |
1.77% |
-2,125,000 |
-5,102 |
0.424 |
Trucking |
|
|
REVG |
Rev Group, Inc. |
35 |
New |
$50.25 |
$4,842,000 |
153,233 |
1% |
4,842,000 |
153,233 |
0.241 |
N/A |
|
|
LEG |
Leggett & Platt Inc |
36 |
- |
$9.89 |
$1,968,000 |
248,773 |
0.41% |
-420,000 |
0 |
0.188 |
Home Furnishings & Fi... |
|
|
WSM |
Williams Sonoma Inc |
37 |
- |
$173.19 |
$1,405,000 |
8,888 |
0.29% |
-241,000 |
0 |
0.007 |
Home Furnishing Stores |
|
|
ETN |
Eaton Corp |
38 |
- |
$362.22 |
$1,067,000 |
3,926 |
0.22% |
-269,000 |
-100 |
0.001 |
Diversified Machinery |
|
|
NSIT |
Insight Enterprises Inc |
39 |
- |
$143.97 |
$937,000 |
6,244 |
0.19% |
-13,000 |
0 |
0.016 |
Catalog & Mail Order ... |
|
|
MCY |
Mercury General Corp |
40 |
- |
$67.31 |
$847,000 |
15,157 |
0.17% |
-161,000 |
0 |
0.027 |
Property & Casualty I... |
|
|
HSIC |
Henry Schein Inc |
41 |
- |
$74.67 |
$481,000 |
7,024 |
0.1% |
-15,913,000 |
-229,891 |
0.005 |
Medical Equipment Who... |
|
|
PGR |
Progressive Corp |
42 |
- |
$261.66 |
$404,000 |
1,426 |
0.08% |
62,000 |
0 |
0 |
Property & Casualty I... |
|
|
CABO |
Cable One, Inc. |
43 |
Closed |
$137.36 |
$0 |
0 |
0% |
-9,521,000 |
-26,292 |
0 |
N/A |
|
