Speece Thorson Capital as of Dec. 31, 2013
Portfolio Holdings for Speece Thorson Capital
Speece Thorson Capital holds 40 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sonoco Products Company (SON) | 4.5 | $17M | 407k | 41.72 | |
| White Mountains Insurance Gp (WTM) | 4.5 | $17M | 28k | 603.07 | |
| Noble Corp Plc equity | 4.1 | $16M | 417k | 37.47 | |
| Norfolk Southern (NSC) | 4.1 | $15M | 166k | 92.83 | |
| Piedmont Natural Gas Company | 3.7 | $14M | 419k | 33.16 | |
| Laboratory Corp. of America Holdings | 3.5 | $13M | 143k | 91.37 | |
| Varian Medical Systems | 3.4 | $13M | 165k | 77.69 | |
| Cintas Corporation (CTAS) | 3.3 | $12M | 206k | 59.59 | |
| Bard C R Inc Com Stk | 3.2 | $12M | 90k | 133.94 | |
| Valmont Industries (VMI) | 3.1 | $12M | 79k | 149.12 | |
| Casey's General Stores (CASY) | 3.0 | $12M | 164k | 70.25 | |
| Tidewater | 3.0 | $11M | 192k | 59.27 | |
| Alleghany Corp Del | 3.0 | $11M | 28k | 399.94 | |
| Ultra Petroleum | 3.0 | $11M | 520k | 21.65 | |
| Eaton (ETN) | 3.0 | $11M | 148k | 76.12 | |
| Arrow Elec | 2.9 | $11M | 203k | 54.25 | |
| Leggett & Platt (LEG) | 2.8 | $11M | 340k | 30.94 | |
| Northern Trust Corporation (NTRS) | 2.7 | $10M | 166k | 61.89 | |
| J.M. Smucker Company (SJM) | 2.4 | $9.1M | 88k | 103.62 | |
| Patterson Companies (PDCO) | 2.4 | $8.9M | 217k | 41.20 | |
| Zimmer Holdings (ZBH) | 2.4 | $8.9M | 96k | 93.19 | |
| Werner Enterprises (WERN) | 2.3 | $8.7M | 354k | 24.73 | |
| Commerce Bancshares (CBSH) | 2.3 | $8.5M | 190k | 44.91 | |
| M&T Bank Corporation (MTB) | 2.2 | $8.1M | 70k | 116.42 | |
| Clorox Company (CLX) | 2.1 | $7.9M | 85k | 92.76 | |
| Steris Corporation | 2.1 | $7.8M | 162k | 48.05 | |
| IDEX Corporation (IEX) | 2.1 | $7.8M | 106k | 73.85 | |
| Progressive Corporation (PGR) | 1.9 | $7.4M | 270k | 27.27 | |
| Atmos Energy Corp Comm Stk | 1.9 | $7.2M | 160k | 45.42 | |
| C.H. Robinson Worldwide (CHRW) | 1.9 | $7.2M | 123k | 58.35 | |
| MTS Systems Corporation | 1.9 | $7.2M | 101k | 71.07 | |
| Berkley W R Corp | 1.8 | $6.6M | 152k | 43.39 | |
| Avnet | 1.7 | $6.6M | 149k | 44.11 | |
| Mercury General Corporation (MCY) | 1.6 | $6.1M | 122k | 49.71 | |
| Aptargroup Inc Com Stk | 1.6 | $6.0M | 88k | 67.81 | |
| Hormel Foods Corporation (HRL) | 1.3 | $4.9M | 108k | 45.17 | |
| Abm Industries | 1.2 | $4.5M | 156k | 28.59 | |
| Bed Bath & Beyond | 1.1 | $4.3M | 54k | 80.31 | |
| Forest Oil Corporation | 0.9 | $3.4M | 935k | 3.61 | |
| Praxair | 0.2 | $593k | 4.6k | 129.93 |
