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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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31 |
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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 |
|
ZBH |
Zimmer Holdings Inc |
2 |
- |
$119.35 |
$20,610,000 |
156,157 |
3.98% |
1,357,000 |
-2,045 |
0.075 |
Medical Appliances & ... |
|
|
RPM |
RPM International Inc |
3 |
- |
$107.38 |
$20,547,000 |
172,735 |
3.97% |
1,008,000 |
-2,295 |
0.133 |
General Building Mate... |
|
|
MTB |
M&T Bank Corp |
4 |
- |
$146.38 |
$18,775,000 |
129,093 |
3.63% |
-1,466,000 |
-18,567 |
0.074 |
Domestic Regional Banks |
|
|
GNTX |
Gentex Corp |
5 |
- |
$34.71 |
$18,452,000 |
510,849 |
3.57% |
1,546,000 |
-6,774 |
0.208 |
Auto Parts |
|
|
MHK |
Mohawk Industries Inc |
7 |
- |
$115.45 |
$16,694,000 |
127,545 |
3.23% |
3,319,000 |
-1,678 |
0.179 |
Textile Manufacturing |
|
|
MWA |
Mueller Water Products, Inc. |
8 |
- |
$15.98 |
$15,632,000 |
971,528 |
3.02% |
1,465,000 |
-12,303 |
0.615 |
Industrial Equipment ... |
|
|
LEG |
Leggett & Platt Inc |
9 |
- |
$17.99 |
$15,416,000 |
805,021 |
2.98% |
-5,671,000 |
-730 |
0.608 |
Home Furnishings & Fi... |
|
|
STE |
Steris Corp |
10 |
- |
$203.90 |
$15,402,000 |
68,509 |
2.98% |
146,000 |
-882 |
0.069 |
Medical Appliances & ... |
|
|
SON |
Sonoco Products Co |
11 |
- |
$56.51 |
$15,190,000 |
262,624 |
2.94% |
327,000 |
-3,412 |
0.262 |
Paper & Paper Products |
|
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ORLY |
O Reilly Automotive Inc |
12 |
- |
$1,043.93 |
$14,996,000 |
13,284 |
2.9% |
-2,343,000 |
-4,966 |
0.018 |
Auto Parts Stores |
|
|
DVA |
Davita Healthcare Partners |
13 |
- |
$133.51 |
$14,981,000 |
108,520 |
2.9% |
1,486,000 |
-20,302 |
0.097 |
Specialized Health Se... |
|
|
FMC |
FMC Corp |
14 |
- |
$58.46 |
$14,746,000 |
231,484 |
2.85% |
-46,000 |
-3,130 |
0.178 |
Diversified Chemicals |
|
|
NTRS |
Northern Trust Corp |
15 |
- |
$83.38 |
$14,648,000 |
164,732 |
2.83% |
-1,539,000 |
-27,097 |
0.079 |
Domestic Regional Banks |
|
|
WAB |
Westinghouse Air Brake Tech... |
16 |
- |
$163.38 |
$14,556,000 |
99,920 |
2.81% |
-839,000 |
-21,396 |
0.052 |
Auto Parts |
|
|
DVN |
Devon Energy Corp |
17 |
- |
$52.71 |
$14,326,000 |
285,497 |
2.77% |
1,217,000 |
-3,890 |
0.042 |
Independent Oil & Gas |
|
|
WRB |
WR Berkley Corporation |
18 |
- |
$76.65 |
$13,887,000 |
157,025 |
2.68% |
-34,000 |
-39,820 |
0.059 |
Property & Casualty I... |
|
|
TSCO |
Tractor Supply Co |
19 |
- |
$273.90 |
$13,641,000 |
52,121 |
2.64% |
2,286,000 |
-687 |
0.045 |
Specialty Retail, Other |
|
|
HXL |
Hexcel Corp |
20 |
- |
$64.16 |
$12,917,000 |
177,308 |
2.5% |
-334,000 |
-2,362 |
0.187 |
Aerospace/Defense Pro... |
|
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HSIC |
Henry Schein Inc |
21 |
- |
$73.13 |
$12,881,000 |
170,568 |
2.49% |
-206,000 |
-2,295 |
0.119 |
Medical Equipment Who... |
|
|
MCY |
Mercury General Corp |
22 |
- |
$51.66 |
$12,602,000 |
244,232 |
2.44% |
542,000 |
-79,013 |
0.441 |
Property & Casualty I... |
|
|
CBSH |
Commerce Bancshares Inc |
23 |
- |
$55.41 |
$12,221,000 |
229,709 |
2.36% |
-211,000 |
-3,065 |
0.206 |
Domestic Regional Banks |
|
|
IEX |
Idex Corp |
25 |
- |
$220.66 |
$12,069,000 |
49,460 |
2.33% |
1,191,000 |
-642 |
0.065 |
Diversified Machinery |
|
|
BRO |
Brown & Brown Inc |
26 |
- |
$81.46 |
$12,018,000 |
137,281 |
2.32% |
2,128,000 |
-1,796 |
0.048 |
Insurance Brokers |
|
|
LH |
Laboratory Corp of America |
28 |
- |
$198.40 |
$11,742,000 |
53,751 |
2.27% |
-631,000 |
-685 |
0.055 |
Medical Laboratories ... |
|
|
ATR |
AptarGroup Inc |
30 |
- |
$143.33 |
$11,558,000 |
80,327 |
2.23% |
1,497,000 |
-1,058 |
0.124 |
Rubber & Plastics |
|
|
KEYS |
Keysight Technologies Inc |
31 |
- |
$148.55 |
$9,979,000 |
63,812 |
1.93% |
-3,008,000 |
-17,824 |
0.034 |
N/A |
|
|
CASY |
Caseys General Stores Inc |
32 |
- |
$320.03 |
$9,530,000 |
29,927 |
1.84% |
1,214,000 |
-342 |
0.081 |
Grocery Stores |
|
|
WSM |
Williams Sonoma Inc |
39 |
- |
$282.16 |
$1,438,000 |
4,528 |
0.28% |
-6,936,000 |
-36,971 |
0.006 |
Home Furnishing Stores |
|
|
DOOR |
Masonite International (USA) |
41 |
- |
$131.61 |
$1,292,000 |
9,829 |
0.25% |
432,000 |
-330 |
0.04 |
Lumber,Wood Production |
|
|
NSIT |
Insight Enterprises Inc |
42 |
- |
$182.75 |
$1,173,000 |
6,321 |
0.23% |
35,000 |
-100 |
0.016 |
Catalog & Mail Order ... |
|
|
PGR |
Progressive Corp |
43 |
- |
$208.03 |
$295,000 |
1,426 |
0.06% |
-105,000 |
-1,084 |
0 |
Property & Casualty I... |
|
