Speece Thorson Capital as of Sept. 30, 2014
Portfolio Holdings for Speece Thorson Capital
Speece Thorson Capital holds 39 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| White Mountains Insurance Gp (WTM) | 5.0 | $19M | 31k | 630.06 | |
| Alleghany Corp Del | 4.3 | $17M | 41k | 418.14 | |
| J.M. Smucker Company (SJM) | 4.3 | $17M | 170k | 98.99 | |
| Casey's General Stores (CASY) | 4.2 | $16M | 227k | 71.70 | |
| Norfolk Southern (NSC) | 3.9 | $15M | 135k | 111.60 | |
| M&T Bank Corporation (MTB) | 3.8 | $15M | 122k | 123.29 | |
| Leggett & Platt (LEG) | 3.8 | $15M | 421k | 34.92 | |
| Sonoco Products Company (SON) | 3.7 | $15M | 371k | 39.29 | |
| Piedmont Natural Gas Company | 3.7 | $15M | 436k | 33.53 | |
| Noble Corp Plc equity | 3.7 | $15M | 656k | 22.22 | |
| Laboratory Corp. of America Holdings | 3.6 | $14M | 137k | 101.75 | |
| Bed Bath & Beyond | 3.5 | $14M | 210k | 65.83 | |
| Progressive Corporation (PGR) | 3.2 | $13M | 501k | 25.28 | |
| Northern Trust Corporation (NTRS) | 3.0 | $12M | 170k | 68.03 | |
| Patterson Companies (PDCO) | 2.9 | $11M | 272k | 41.43 | |
| Valmont Industries (VMI) | 2.8 | $11M | 82k | 134.93 | |
| Varian Medical Systems | 2.8 | $11M | 137k | 80.12 | |
| Eaton (ETN) | 2.7 | $10M | 165k | 63.37 | |
| Steris Corporation | 2.4 | $9.5M | 176k | 53.96 | |
| Tidewater | 2.4 | $9.5M | 243k | 39.03 | |
| Werner Enterprises (WERN) | 2.4 | $9.3M | 369k | 25.20 | |
| Avnet | 2.2 | $8.5M | 204k | 41.50 | |
| Clorox Company (CLX) | 2.2 | $8.4M | 88k | 96.04 | |
| Bard C R Inc Com Stk | 2.1 | $8.1M | 57k | 142.71 | |
| Abm Industries | 2.0 | $8.0M | 310k | 25.69 | |
| Arrow Elec | 2.0 | $7.7M | 139k | 55.35 | |
| Cintas Corporation (CTAS) | 1.9 | $7.6M | 108k | 70.59 | |
| Berkley W R Corp | 1.9 | $7.4M | 156k | 47.80 | |
| Aptargroup Inc Com Stk | 1.9 | $7.4M | 121k | 60.70 | |
| Commerce Bancshares (CBSH) | 1.7 | $6.7M | 149k | 44.65 | |
| Mercury General Corporation (MCY) | 1.7 | $6.5M | 134k | 48.81 | |
| MTS Systems Corporation | 1.4 | $5.5M | 80k | 68.26 | |
| Zimmer Holdings (ZBH) | 1.3 | $5.3M | 52k | 100.56 | |
| IDEX Corporation (IEX) | 1.2 | $4.9M | 67k | 72.37 | |
| C.H. Robinson Worldwide (CHRW) | 1.1 | $4.4M | 66k | 66.32 | |
| W.W. Grainger (GWW) | 1.1 | $4.3M | 17k | 251.66 | |
| Atmos Energy Corp Comm Stk | 1.1 | $4.2M | 88k | 47.70 | |
| Ultra Petroleum | 1.0 | $3.9M | 168k | 23.26 | |
| Praxair | 0.1 | $576k | 4.5k | 129.03 |
