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| Name: |
SPEECE THORSON CAPITAL GROUP INC |
| City: |
MINNEAPOLIS |
| State: |
MN |
| Zip: |
55402 |
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| Holdings
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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 |
|
LEG |
Leggett & Platt Inc |
1 |
- |
$17.66 |
$21,087,000 |
805,751 |
4.32% |
681,000 |
2,674 |
0.609 |
Home Furnishings & Fi... |
|
|
MTB |
M&T Bank Corp |
2 |
- |
$134.56 |
$20,241,000 |
147,660 |
4.15% |
1,650,000 |
634 |
0.084 |
Domestic Regional Banks |
|
|
WTM |
White Mountains Insurance G... |
3 |
- |
$1,688.80 |
$19,567,000 |
13,001 |
4.01% |
250,000 |
86 |
0.418 |
Property & Casualty I... |
|
|
RPM |
RPM International Inc |
4 |
- |
$108.45 |
$19,539,000 |
175,030 |
4.01% |
3,053,000 |
1,147 |
0.135 |
General Building Mate... |
|
|
ZBH |
Zimmer Holdings Inc |
5 |
- |
$124.48 |
$19,253,000 |
158,202 |
3.95% |
3,648,000 |
19,144 |
0.076 |
Medical Appliances & ... |
|
|
ORLY |
O Reilly Automotive Inc |
6 |
- |
$1,076.49 |
$17,339,000 |
18,250 |
3.56% |
822,000 |
77 |
0.025 |
Auto Parts Stores |
|
|
GNTX |
Gentex Corp |
7 |
- |
$34.25 |
$16,906,000 |
517,623 |
3.47% |
174,000 |
3,414 |
0.211 |
Auto Parts |
|
|
NTRS |
Northern Trust Corp |
8 |
- |
$83.83 |
$16,187,000 |
191,829 |
3.32% |
2,941,000 |
1,188 |
0.092 |
Domestic Regional Banks |
|
|
WAB |
Westinghouse Air Brake Tech... |
9 |
- |
$146.18 |
$15,395,000 |
121,316 |
3.16% |
2,586,000 |
787 |
0.064 |
Auto Parts |
|
|
STE |
Steris Corp |
10 |
- |
$204.00 |
$15,256,000 |
69,391 |
3.13% |
-1,926,000 |
-8,914 |
0.07 |
Medical Appliances & ... |
|
|
SON |
Sonoco Products Co |
11 |
- |
$56.33 |
$14,863,000 |
266,036 |
3.05% |
2,633,000 |
41,006 |
0.265 |
Paper & Paper Products |
|
|
FMC |
FMC Corp |
12 |
- |
$56.75 |
$14,792,000 |
234,614 |
3.03% |
2,592,000 |
52,439 |
0.181 |
Diversified Chemicals |
|
|
ARW |
Arrow Electronics Inc |
13 |
- |
$124.25 |
$14,312,000 |
117,073 |
2.93% |
-112,000 |
1,900 |
0.151 |
Electronics Wholesale |
|
|
MWA |
Mueller Water Products, Inc. |
14 |
- |
$15.17 |
$14,167,000 |
983,831 |
2.9% |
1,772,000 |
6,294 |
0.622 |
Industrial Equipment ... |
|
|
WRB |
WR Berkley Corporation |
15 |
- |
$82.15 |
$13,921,000 |
196,845 |
2.85% |
1,481,000 |
901 |
0.074 |
Property & Casualty I... |
|
|
DVA |
Davita Healthcare Partners |
16 |
- |
$130.42 |
$13,495,000 |
128,822 |
2.77% |
-559,000 |
-19,851 |
0.115 |
Specialized Health Se... |
|
|
MHK |
Mohawk Industries Inc |
17 |
- |
$113.17 |
$13,375,000 |
129,223 |
2.74% |
2,360,000 |
862 |
0.181 |
Textile Manufacturing |
|
|
HXL |
Hexcel Corp |
18 |
- |
$62.56 |
$13,251,000 |
179,670 |
2.72% |
6,430,000 |
74,957 |
0.189 |
Aerospace/Defense Pro... |
|
|
DVN |
Devon Energy Corp |
19 |
- |
$53.42 |
$13,109,000 |
289,387 |
2.69% |
-642,000 |
1,116 |
0.043 |
Independent Oil & Gas |
|
|
HSIC |
Henry Schein Inc |
20 |
- |
$71.01 |
$13,087,000 |
172,863 |
2.68% |
347,000 |
1,282 |
0.121 |
Medical Equipment Who... |
|
|
KEYS |
Keysight Technologies Inc |
21 |
- |
$155.10 |
$12,987,000 |
81,636 |
2.66% |
2,351,000 |
1,251 |
0.044 |
N/A |
|
|
CBSH |
Commerce Bancshares Inc |
22 |
- |
$51.41 |
$12,432,000 |
232,774 |
2.55% |
4,299,000 |
63,266 |
0.209 |
Domestic Regional Banks |
|
|
LH |
Laboratory Corp of America |
23 |
- |
$205.73 |
$12,373,000 |
54,436 |
2.54% |
-480,000 |
-9,493 |
0.056 |
Medical Laboratories ... |
|
|
MCY |
Mercury General Corp |
24 |
- |
$50.90 |
$12,060,000 |
323,245 |
2.47% |
1,304,000 |
-60,490 |
0.584 |
Property & Casualty I... |
|
|
TSCO |
Tractor Supply Co |
25 |
- |
$244.89 |
$11,355,000 |
52,808 |
2.33% |
681,000 |
238 |
0.045 |
Specialty Retail, Other |
|
|
CHRW |
CH Robinson Worldwide Inc |
26 |
- |
$70.48 |
$11,043,000 |
127,825 |
2.26% |
113,000 |
921 |
0.094 |
AirDelivery & Freight... |
|
|
IEX |
Idex Corp |
27 |
- |
$232.67 |
$10,878,000 |
50,102 |
2.23% |
650,000 |
936 |
0.066 |
Diversified Machinery |
|
|
WERN |
Werner Enterprises Inc |
28 |
- |
$36.52 |
$10,712,000 |
252,823 |
2.2% |
2,444,000 |
40,548 |
0.366 |
Trucking |
|
|
ATR |
AptarGroup Inc |
29 |
- |
$137.20 |
$10,061,000 |
81,385 |
2.06% |
-43,000 |
579 |
0.126 |
Rubber & Plastics |
|
|
BRO |
Brown & Brown Inc |
30 |
- |
$81.90 |
$9,890,000 |
139,077 |
2.03% |
242,000 |
936 |
0.049 |
Insurance Brokers |
|
|
CABO |
Cable One, Inc. |
31 |
- |
$386.76 |
$9,851,000 |
17,699 |
2.02% |
1,308,000 |
3,823 |
0.294 |
N/A |
|
|
SJM |
JM Smucker Company |
32 |
- |
$109.61 |
$9,176,000 |
72,606 |
1.88% |
313,000 |
499 |
0.064 |
Processed & Packaged ... |
|
|
WSM |
Williams Sonoma Inc |
33 |
- |
$288.85 |
$8,374,000 |
41,499 |
1.72% |
254,000 |
-10,755 |
0.053 |
Home Furnishing Stores |
|
|
CASY |
Caseys General Stores Inc |
34 |
- |
$310.06 |
$8,316,000 |
30,269 |
1.71% |
145,000 |
175 |
0.082 |
Grocery Stores |
|
|
TFX |
Teleflex Inc |
35 |
- |
$214.44 |
$7,095,000 |
28,455 |
1.45% |
1,560,000 |
274 |
0.057 |
Conglomerates |
|
|
MGEE |
MGE Energy Inc |
36 |
New |
$75.01 |
$6,145,000 |
84,985 |
1.26% |
6,145,000 |
84,985 |
0.235 |
Multi Utilities |
|
|
CASS |
Cass Information Systems Inc |
37 |
New |
$45.44 |
$2,432,000 |
53,984 |
0.5% |
2,432,000 |
53,984 |
0.374 |
Domestic Regional Banks |
|
|
NSIT |
Insight Enterprises Inc |
38 |
- |
$182.67 |
$1,138,000 |
6,421 |
0.23% |
153,000 |
-349 |
0.016 |
Catalog & Mail Order ... |
|
|
ETN |
Eaton Corp |
39 |
- |
$318.50 |
$1,008,000 |
4,185 |
0.21% |
-6,735,000 |
-32,120 |
0.001 |
Diversified Machinery |
|
|
DOOR |
Masonite International (USA) |
40 |
- |
$130.90 |
$860,000 |
10,159 |
0.18% |
-13,216,000 |
-140,840 |
0.041 |
Lumber,Wood Production |
|
|
PGR |
Progressive Corp |
41 |
- |
$203.90 |
$400,000 |
2,510 |
0.08% |
50,000 |
0 |
0 |
Property & Casualty I... |
|
