Speece Thorson Capital as of March 31, 2014
Portfolio Holdings for Speece Thorson Capital
Speece Thorson Capital holds 39 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| White Mountains Insurance Gp (WTM) | 4.7 | $18M | 30k | 599.91 | |
| Piedmont Natural Gas Company | 4.5 | $17M | 479k | 35.39 | |
| Noble Corp Plc equity | 4.1 | $16M | 478k | 32.74 | |
| Sonoco Products Company (SON) | 3.9 | $15M | 360k | 41.02 | |
| Norfolk Southern (NSC) | 3.8 | $14M | 147k | 97.17 | |
| Laboratory Corp. of America Holdings (LH) | 3.7 | $14M | 143k | 98.21 | |
| Alleghany Corp Del | 3.7 | $14M | 34k | 407.37 | |
| Casey's General Stores (CASY) | 3.5 | $13M | 199k | 67.59 | |
| Leggett & Platt (LEG) | 3.5 | $13M | 408k | 32.64 | |
| J.M. Smucker Company (SJM) | 3.1 | $12M | 121k | 97.24 | |
| Valmont Industries (VMI) | 3.1 | $12M | 79k | 148.84 | |
| Steris Corporation | 3.0 | $12M | 243k | 47.75 | |
| Bard C R Inc Com Stk | 3.0 | $11M | 77k | 147.98 | |
| Varian Medical Systems | 2.9 | $11M | 133k | 83.99 | |
| Northern Trust Corporation (NTRS) | 2.8 | $11M | 165k | 65.56 | |
| M&T Bank Corporation (MTB) | 2.8 | $10M | 86k | 121.31 | |
| Cintas Corporation (CTAS) | 2.7 | $10M | 170k | 59.61 | |
| Ultra Petroleum | 2.6 | $9.9M | 368k | 26.89 | |
| Arrow Elec | 2.6 | $9.9M | 166k | 59.36 | |
| Eaton (ETN) | 2.5 | $9.6M | 128k | 75.12 | |
| Bed Bath & Beyond | 2.5 | $9.6M | 139k | 68.80 | |
| Progressive Corporation (PGR) | 2.5 | $9.5M | 392k | 24.22 | |
| Tidewater | 2.5 | $9.3M | 192k | 48.62 | |
| Werner Enterprises (WERN) | 2.4 | $9.0M | 354k | 25.51 | |
| Patterson Companies (PDCO) | 2.4 | $9.0M | 215k | 41.76 | |
| Zimmer Holdings (ZBH) | 2.0 | $7.6M | 81k | 94.58 | |
| Clorox Company (CLX) | 2.0 | $7.5M | 85k | 88.02 | |
| Avnet | 1.8 | $6.9M | 149k | 46.53 | |
| IDEX Corporation (IEX) | 1.8 | $6.7M | 92k | 72.89 | |
| Commerce Bancshares (CBSH) | 1.8 | $6.7M | 145k | 46.42 | |
| C.H. Robinson Worldwide (CHRW) | 1.7 | $6.5M | 123k | 52.39 | |
| Berkley W R Corp | 1.7 | $6.3M | 152k | 41.62 | |
| Mercury General Corporation (MCY) | 1.5 | $5.8M | 129k | 45.08 | |
| Aptargroup Inc Com Stk | 1.5 | $5.8M | 88k | 66.10 | |
| Atmos Energy Corp Comm Stk | 1.5 | $5.6M | 120k | 47.13 | |
| MTS Systems Corporation | 1.4 | $5.3M | 78k | 68.48 | |
| Abm Industries | 1.2 | $4.5M | 156k | 28.74 | |
| Hormel Foods Corporation (HRL) | 1.1 | $4.3M | 87k | 49.27 | |
| Praxair | 0.1 | $585k | 4.5k | 131.05 |
