Speece Thorson Capital as of June 30, 2013
Portfolio Holdings for Speece Thorson Capital
Speece Thorson Capital holds 42 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sonoco Products Company (SON) | 4.7 | $16M | 465k | 34.57 | |
| White Mountains Insurance Gp (WTM) | 4.3 | $15M | 26k | 574.95 | |
| Laboratory Corp. of America Holdings | 4.1 | $14M | 142k | 100.10 | |
| Norfolk Southern (NSC) | 4.1 | $14M | 192k | 72.65 | |
| Noble Corporation Com Stk | 4.1 | $14M | 370k | 37.58 | |
| Casey's General Stores (CASY) | 4.0 | $14M | 226k | 60.16 | |
| Bard C R Inc Com Stk | 3.8 | $13M | 121k | 108.68 | |
| Eaton (ETN) | 3.5 | $12M | 183k | 65.81 | |
| Cintas Corporation (CTAS) | 3.5 | $12M | 263k | 45.54 | |
| Tidewater | 3.3 | $11M | 197k | 56.97 | |
| Northern Trust Corporation (NTRS) | 2.9 | $9.9M | 171k | 57.90 | |
| Arrow Elec | 2.9 | $9.9M | 248k | 39.85 | |
| Varian Medical Systems | 2.8 | $9.7M | 144k | 67.45 | |
| J.M. Smucker Company (SJM) | 2.7 | $9.4M | 91k | 103.15 | |
| Piedmont Natural Gas Company | 2.6 | $9.0M | 268k | 33.74 | |
| Alleghany Corp Del | 2.6 | $9.1M | 24k | 383.29 | |
| IDEX Corporation (IEX) | 2.6 | $8.9M | 165k | 53.81 | |
| Leggett & Platt (LEG) | 2.6 | $8.8M | 284k | 31.09 | |
| Patterson Companies (PDCO) | 2.5 | $8.4M | 224k | 37.60 | |
| Commerce Bancshares (CBSH) | 2.4 | $8.1M | 187k | 43.55 | |
| Zimmer Holdings (ZBH) | 2.2 | $7.4M | 99k | 74.94 | |
| Clorox Company (CLX) | 2.1 | $7.3M | 88k | 83.14 | |
| Ultra Petroleum | 2.1 | $7.1M | 360k | 19.82 | |
| Progressive Corporation (PGR) | 2.1 | $7.1M | 278k | 25.42 | |
| Werner Enterprises (WERN) | 2.0 | $6.9M | 287k | 24.17 | |
| MTS Systems Corporation | 2.0 | $6.8M | 121k | 56.60 | |
| Atmos Energy Corp Comm Stk | 2.0 | $6.7M | 164k | 41.06 | |
| Berkley W R Corp | 1.9 | $6.4M | 156k | 40.86 | |
| M&T Bank Corporation (MTB) | 1.6 | $5.6M | 50k | 111.75 | |
| Mercury General Corporation (MCY) | 1.6 | $5.5M | 126k | 43.96 | |
| Diebold Incorporated | 1.6 | $5.4M | 161k | 33.69 | |
| C.H. Robinson Worldwide (CHRW) | 1.5 | $5.3M | 94k | 56.31 | |
| Cimarex Energy | 1.5 | $5.3M | 81k | 65.00 | |
| Avnet | 1.5 | $5.1M | 153k | 33.60 | |
| Steris Corporation | 1.5 | $5.0M | 118k | 42.88 | |
| Aptargroup Inc Com Stk | 1.5 | $5.0M | 91k | 55.21 | |
| Hormel Foods Corporation (HRL) | 1.3 | $4.3M | 112k | 38.58 | |
| Abm Industries | 1.1 | $3.9M | 161k | 24.51 | |
| Bed Bath & Beyond | 1.1 | $3.9M | 55k | 70.94 | |
| Valmont Industries (VMI) | 1.0 | $3.5M | 24k | 143.10 | |
| Forest Oil Corporation | 0.7 | $2.4M | 578k | 4.09 | |
| Praxair | 0.1 | $526k | 4.6k | 115.25 |
