Speece Thorson Capital as of Dec. 31, 2014
Portfolio Holdings for Speece Thorson Capital
Speece Thorson Capital holds 40 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| White Mountains Insurance Gp (WTM) | 4.7 | $19M | 31k | 630.12 | |
| J.M. Smucker Company (SJM) | 4.6 | $19M | 188k | 100.98 | |
| Alleghany Corp Del | 4.5 | $19M | 40k | 463.50 | |
| Piedmont Natural Gas Company | 4.1 | $17M | 430k | 39.41 | |
| Casey's General Stores (CASY) | 3.9 | $16M | 178k | 90.32 | |
| Bed Bath & Beyond | 3.8 | $16M | 207k | 76.17 | |
| Progressive Corporation (PGR) | 3.7 | $15M | 569k | 26.99 | |
| Leggett & Platt (LEG) | 3.7 | $15M | 361k | 42.61 | |
| M&T Bank Corporation (MTB) | 3.7 | $15M | 120k | 125.62 | |
| Norfolk Southern (NSC) | 3.6 | $15M | 133k | 109.61 | |
| Laboratory Corp. of America Holdings (LH) | 3.5 | $15M | 135k | 107.90 | |
| Sonoco Products Company (SON) | 3.2 | $13M | 298k | 43.70 | |
| Patterson Companies (PDCO) | 3.1 | $13M | 268k | 48.10 | |
| Noble Corp Plc equity | 2.9 | $12M | 727k | 16.57 | |
| Varian Medical Systems | 2.8 | $12M | 135k | 86.51 | |
| Werner Enterprises (WERN) | 2.8 | $11M | 364k | 31.15 | |
| Northern Trust Corporation (NTRS) | 2.8 | $11M | 167k | 67.40 | |
| Tidewater | 2.7 | $11M | 345k | 32.41 | |
| Eaton (ETN) | 2.7 | $11M | 163k | 67.96 | |
| Valmont Industries (VMI) | 2.5 | $10M | 80k | 127.00 | |
| Bard C R Inc Com Stk | 2.3 | $9.3M | 56k | 166.62 | |
| Clorox Company (CLX) | 2.2 | $9.0M | 87k | 104.20 | |
| Abm Industries | 2.1 | $8.8M | 306k | 28.65 | |
| Avnet | 2.1 | $8.7M | 202k | 43.02 | |
| Cintas Corporation (CTAS) | 2.0 | $8.4M | 107k | 78.44 | |
| Aptargroup Inc Com Stk | 1.9 | $8.0M | 120k | 66.84 | |
| Arrow Elec | 1.9 | $7.9M | 137k | 57.89 | |
| Berkley W R Corp | 1.9 | $7.8M | 152k | 51.26 | |
| Mercury General Corporation (MCY) | 1.8 | $7.5M | 133k | 56.67 | |
| Commerce Bancshares (CBSH) | 1.6 | $6.7M | 155k | 43.49 | |
| Steris Corporation | 1.6 | $6.7M | 103k | 64.85 | |
| MTS Systems Corporation | 1.4 | $6.0M | 79k | 75.03 | |
| Zimmer Holdings (ZBH) | 1.4 | $5.8M | 52k | 113.42 | |
| IDEX Corporation (IEX) | 1.2 | $5.1M | 65k | 77.83 | |
| C.H. Robinson Worldwide (CHRW) | 1.2 | $4.9M | 65k | 74.89 | |
| Atmos Energy Corp Comm Stk | 1.2 | $4.8M | 87k | 55.74 | |
| W.W. Grainger (GWW) | 1.0 | $4.2M | 17k | 254.89 | |
| Mednax (MD) | 0.8 | $3.5M | 53k | 66.12 | |
| Ultra Petroleum | 0.5 | $2.2M | 166k | 13.16 | |
| Praxair | 0.1 | $416k | 3.2k | 129.43 |
