Speece Thorson Capital

Latest statistics and disclosures from Speece Thorson Capital's latest quarterly 13F-HR filing:

Portfolio Holdings for Speece Thorson Capital

Companies in the Speece Thorson Capital portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Sonoco Products Company (SON) 4.60 287830 +12% 46.35
DaVita (DVA) 4.29 163841 -12% 76.06
J.M. Smucker Company (SJM) 4.23 110574 +25% 111.00
Mueller Water Products (MWA) 3.95 1.43M +16% 8.01
Leggett & Platt (LEG) 3.92 425972 +33% 26.68
O'reilly Automotive Inc 3.91 37703 +28% 301.04
White Mountains Insurance Gp 3.87 12341 909.97
Varian Medical Systems (VAR) 3.72 105052 -2% 102.66
Northern Trust Corporation (NTRS) 3.65 140465 75.46
C.H. Robinson Worldwide (CHRW) 3.56 156205 +8% 66.20
Laboratory Corp. of America Holdings (LH) 3.47 79747 126.39
Eaton 3.46 129427 -27% 77.69
M&T; Bank Corporation (MTB) 3.34 93873 103.43
Arrow Electronics (ARW) 3.26 182542 51.87
Zimmer Holdings (ZMH) 2.90 83407 +25% 101.08
Progressive Corporation (PGR) 2.83 111216 73.84
FMC Corporation (FMC) 2.69 95701 +40% 81.69
Clorox Company (CLX) 2.60 43515 -21% 173.25
Mohawk Industries (MHK) 2.59 98585 +12% 76.24
Casey's General Stores (CASY) 2.52 55178 +10% 132.50
Tractor Supply Company (TSCO) 2.50 85664 +40% 84.55
Masonite International 2.39 146224 -22% 47.45
Alleghany Corporation (Y) 2.22 11652 552.35
Commerce Bancshares (CBSH) 1.94 111756 50.35
Werner Enterprises (WERN) 1.91 152904 -22% 36.26
Avnet (AVT) 1.67 192691 25.10
Aptar (ATR) 1.66 48327 99.53
Steris Plc Ord equities 1.62 33634 139.98
Williams-Sonoma (WSM) 1.45 99155 42.52
W.R. Berkley Corporation (WRB) 1.43 79780 52.17
Hormel Foods Corporation (HRL) 1.31 81407 46.64
Wabtec Corporation (WAB) 1.28 77333 +44% 48.13
IDEX Corporation (IEX) 1.25 26167 138.11
Hexcel Corporation (HXL) 1.19 92894 NEW 37.19
National-Oilwell Var (NOV) 1.13 333509 9.83
Norfolk Southern (NSC) 1.05 20790 145.98
RPM International (RPM) 0.97 47158 NEW 59.50
Insight Enterprises (NSIT) 0.85 58651 NEW 42.13
Cimarex Energy Co 0.81 139791 16.83
Herman Miller (MLHR) 0.79 103110 22.20
Devon Energy Corporation (DVN) 0.72 302593 6.91
Tiffany & Co. (TIF) 0.23 5097 129.49
Valmont Industries (VMI) 0.16 4353 -89% 105.90
Msa Safety Inc equity 0.12 3579 -89% 101.15

Past Filings by Speece Thorson Capital

View past SEC 13F filings by Speece Thorson Capital

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