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| Name: |
SPEECE THORSON CAPITAL GROUP INC |
| City: |
MINNEAPOLIS |
| State: |
MN |
| Zip: |
55402 |
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data |
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| Holdings
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9 |
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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 |
- |
$1,768.38 |
$24,673,000 |
13,751 |
4.77% |
5,106,000 |
750 |
0.442 |
Property & Casualty I... |
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ARW |
Arrow Electronics Inc |
6 |
- |
$128.58 |
$18,091,000 |
139,743 |
3.5% |
3,779,000 |
22,670 |
0.18 |
Electronics Wholesale |
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CHRW |
CH Robinson Worldwide Inc |
24 |
- |
$70.22 |
$12,087,000 |
158,744 |
2.34% |
1,044,000 |
30,919 |
0.117 |
AirDelivery & Freight... |
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WERN |
Werner Enterprises Inc |
27 |
- |
$34.74 |
$11,980,000 |
306,242 |
2.32% |
1,268,000 |
53,419 |
0.443 |
Trucking |
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SJM |
JM Smucker Company |
29 |
- |
$113.60 |
$11,641,000 |
92,484 |
2.25% |
2,465,000 |
19,878 |
0.081 |
Processed & Packaged ... |
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CABO |
Cable One, Inc. |
33 |
- |
$389.24 |
$9,461,000 |
22,360 |
1.83% |
-390,000 |
4,661 |
0.371 |
N/A |
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MGEE |
MGE Energy Inc |
34 |
- |
$77.60 |
$8,985,000 |
114,143 |
1.74% |
2,840,000 |
29,158 |
0.316 |
Multi Utilities |
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TFX |
Teleflex Inc |
35 |
- |
$206.71 |
$8,169,000 |
36,121 |
1.58% |
1,074,000 |
7,666 |
0.072 |
Conglomerates |
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CASS |
Cass Information Systems Inc |
36 |
- |
$43.62 |
$7,649,000 |
158,801 |
1.48% |
5,217,000 |
104,817 |
1.101 |
Domestic Regional Banks |
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