Speece Thorson Capital as of Sept. 30, 2013
Portfolio Holdings for Speece Thorson Capital
Speece Thorson Capital holds 41 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| White Mountains Insurance Gp (WTM) | 4.5 | $16M | 29k | 567.61 | |
| Sonoco Products Company (SON) | 4.5 | $16M | 413k | 38.94 | |
| Norfolk Southern (NSC) | 4.0 | $15M | 189k | 77.35 | |
| Casey's General Stores (CASY) | 3.9 | $14M | 192k | 73.39 | |
| Laboratory Corp. of America Holdings | 3.8 | $14M | 140k | 99.14 | |
| Noble Corporation Com Stk | 3.8 | $14M | 365k | 37.77 | |
| Cintas Corporation (CTAS) | 3.7 | $13M | 260k | 51.20 | |
| Varian Medical Systems | 3.5 | $13M | 168k | 74.73 | |
| Bard C R Inc Com Stk | 3.3 | $12M | 104k | 115.20 | |
| Arrow Elec | 3.3 | $12M | 245k | 48.53 | |
| Tidewater | 3.2 | $12M | 195k | 59.36 | |
| Ultra Petroleum | 3.0 | $11M | 527k | 20.57 | |
| Piedmont Natural Gas Company | 3.0 | $11M | 328k | 32.88 | |
| IDEX Corporation (IEX) | 2.9 | $11M | 163k | 65.25 | |
| Eaton (ETN) | 2.9 | $10M | 150k | 68.84 | |
| Alleghany Corp Del | 2.6 | $9.6M | 23k | 409.64 | |
| J.M. Smucker Company (SJM) | 2.6 | $9.4M | 90k | 105.04 | |
| Northern Trust Corporation (NTRS) | 2.5 | $9.2M | 168k | 54.38 | |
| Valmont Industries (VMI) | 2.5 | $8.9M | 64k | 138.91 | |
| Patterson Companies (PDCO) | 2.5 | $8.9M | 221k | 40.18 | |
| Leggett & Platt (LEG) | 2.3 | $8.4M | 280k | 30.15 | |
| Werner Enterprises (WERN) | 2.3 | $8.4M | 359k | 23.33 | |
| Commerce Bancshares (CBSH) | 2.2 | $8.1M | 184k | 43.81 | |
| Zimmer Holdings (ZBH) | 2.2 | $8.0M | 98k | 82.14 | |
| MTS Systems Corporation | 2.1 | $7.7M | 119k | 64.35 | |
| Progressive Corporation (PGR) | 2.1 | $7.5M | 275k | 27.23 | |
| Clorox Company (CLX) | 2.0 | $7.1M | 87k | 81.72 | |
| Steris Corporation | 1.9 | $7.1M | 164k | 42.96 | |
| Atmos Energy Corp Comm Stk | 1.9 | $6.9M | 162k | 42.59 | |
| Berkley W R Corp | 1.8 | $6.6M | 154k | 42.86 | |
| Mercury General Corporation (MCY) | 1.7 | $6.0M | 124k | 48.31 | |
| M&T Bank Corporation (MTB) | 1.5 | $5.5M | 50k | 111.92 | |
| C.H. Robinson Worldwide (CHRW) | 1.5 | $5.5M | 92k | 59.59 | |
| Aptargroup Inc Com Stk | 1.5 | $5.4M | 90k | 60.13 | |
| Hormel Foods Corporation (HRL) | 1.3 | $4.6M | 110k | 42.12 | |
| Avnet | 1.2 | $4.4M | 105k | 41.71 | |
| ABM Industries (ABM) | 1.2 | $4.2M | 159k | 26.62 | |
| Bed Bath & Beyond | 1.2 | $4.2M | 54k | 77.36 | |
| Cimarex Energy | 1.0 | $3.5M | 37k | 96.40 | |
| Forest Oil Corporation | 1.0 | $3.5M | 570k | 6.10 | |
| Praxair | 0.1 | $549k | 4.6k | 120.29 |
