Speece Thorson Capital as of June 30, 2014
Portfolio Holdings for Speece Thorson Capital
Speece Thorson Capital holds 39 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| White Mountains Insurance Gp (WTM) | 4.6 | $18M | 30k | 608.43 | |
| Piedmont Natural Gas Company | 4.5 | $18M | 475k | 37.41 | |
| Noble Corp Plc equity | 4.0 | $16M | 474k | 33.56 | |
| Sonoco Products Company (SON) | 4.0 | $16M | 357k | 43.93 | |
| Norfolk Southern (NSC) | 3.8 | $15M | 146k | 103.03 | |
| J.M. Smucker Company (SJM) | 3.8 | $15M | 141k | 106.57 | |
| Alleghany Corp Del | 3.8 | $15M | 34k | 438.12 | |
| Laboratory Corp. of America Holdings (LH) | 3.7 | $15M | 141k | 102.40 | |
| Leggett & Platt (LEG) | 3.5 | $14M | 404k | 34.28 | |
| Casey's General Stores (CASY) | 3.5 | $14M | 197k | 70.29 | |
| Tidewater | 3.3 | $13M | 233k | 56.15 | |
| M&T Bank Corporation (MTB) | 3.2 | $12M | 100k | 124.05 | |
| Valmont Industries (VMI) | 3.0 | $12M | 78k | 151.95 | |
| Varian Medical Systems | 2.8 | $11M | 132k | 83.14 | |
| Bard C R Inc Com Stk | 2.8 | $11M | 76k | 143.01 | |
| Cintas Corporation (CTAS) | 2.7 | $11M | 168k | 63.54 | |
| Northern Trust Corporation (NTRS) | 2.7 | $11M | 163k | 64.21 | |
| Steris Corporation | 2.6 | $10M | 191k | 53.48 | |
| Arrow Elec | 2.5 | $10M | 165k | 60.41 | |
| Progressive Corporation (PGR) | 2.5 | $9.9M | 389k | 25.36 | |
| Bed Bath & Beyond | 2.5 | $9.8M | 171k | 57.38 | |
| Eaton (ETN) | 2.5 | $9.8M | 127k | 77.18 | |
| Werner Enterprises (WERN) | 2.4 | $9.3M | 351k | 26.51 | |
| Patterson Companies (PDCO) | 2.1 | $8.4M | 214k | 39.51 | |
| Abm Industries | 2.0 | $8.0M | 295k | 26.98 | |
| Ultra Petroleum | 2.0 | $7.8M | 263k | 29.69 | |
| C.H. Robinson Worldwide (CHRW) | 2.0 | $7.8M | 122k | 63.79 | |
| Clorox Company (CLX) | 2.0 | $7.7M | 84k | 91.40 | |
| IDEX Corporation (IEX) | 1.9 | $7.4M | 92k | 80.74 | |
| Berkley W R Corp | 1.8 | $7.0M | 150k | 46.31 | |
| Commerce Bancshares (CBSH) | 1.7 | $6.7M | 144k | 46.50 | |
| Avnet | 1.7 | $6.5M | 148k | 44.31 | |
| Mercury General Corporation (MCY) | 1.5 | $6.0M | 129k | 47.04 | |
| Aptargroup Inc Com Stk | 1.5 | $5.8M | 87k | 67.01 | |
| MTS Systems Corporation | 1.3 | $5.2M | 77k | 67.75 | |
| Zimmer Holdings (ZBH) | 1.3 | $5.2M | 50k | 103.85 | |
| Atmos Energy Corp Comm Stk | 1.1 | $4.5M | 84k | 53.40 | |
| Hormel Foods Corporation (HRL) | 1.1 | $4.2M | 84k | 49.35 | |
| Praxair | 0.1 | $593k | 4.5k | 132.84 |
