Speece Thorson Capital as of March 31, 2015
Portfolio Holdings for Speece Thorson Capital
Speece Thorson Capital holds 40 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| White Mountains Insurance Gp (WTM) | 5.0 | $21M | 31k | 684.51 | |
| Alleghany Corp Del | 4.6 | $20M | 41k | 487.00 | |
| J.M. Smucker Company (SJM) | 4.3 | $19M | 160k | 115.73 | |
| M&T Bank Corporation (MTB) | 3.9 | $17M | 131k | 127.00 | |
| Bed Bath & Beyond | 3.8 | $16M | 210k | 76.78 | |
| Sonoco Products Company (SON) | 3.8 | $16M | 352k | 45.46 | |
| Progressive Corporation (PGR) | 3.7 | $16M | 577k | 27.20 | |
| Leggett & Platt (LEG) | 3.4 | $15M | 316k | 46.09 | |
| Casey's General Stores (CASY) | 3.3 | $14M | 158k | 90.10 | |
| Norfolk Southern (NSC) | 3.3 | $14M | 135k | 102.92 | |
| Eaton (ETN) | 3.3 | $14M | 204k | 67.94 | |
| Laboratory Corp. of America Holdings | 3.2 | $14M | 107k | 126.09 | |
| Varian Medical Systems | 3.0 | $13M | 137k | 94.09 | |
| Piedmont Natural Gas Company | 2.9 | $12M | 335k | 36.91 | |
| Northern Trust Corporation (NTRS) | 2.8 | $12M | 170k | 69.65 | |
| Bard C R Inc Com Stk | 2.8 | $12M | 70k | 167.35 | |
| Patterson Companies (PDCO) | 2.6 | $11M | 231k | 48.79 | |
| Noble Corp Plc equity | 2.6 | $11M | 778k | 14.28 | |
| Commerce Bancshares (CBSH) | 2.6 | $11M | 260k | 42.32 | |
| Avnet | 2.5 | $11M | 236k | 44.50 | |
| Arrow Elec | 2.4 | $10M | 166k | 61.15 | |
| Valmont Industries (VMI) | 2.4 | $10M | 82k | 122.88 | |
| Abm Industries | 2.3 | $9.9M | 310k | 31.86 | |
| Aptargroup Inc Com Stk | 2.3 | $9.9M | 155k | 63.52 | |
| Clorox Company (CLX) | 2.3 | $9.7M | 88k | 110.39 | |
| Werner Enterprises (WERN) | 2.3 | $9.7M | 307k | 31.41 | |
| W.W. Grainger (GWW) | 2.1 | $8.8M | 38k | 235.82 | |
| Tidewater | 1.9 | $8.0M | 417k | 19.14 | |
| Mercury General Corporation (MCY) | 1.8 | $7.8M | 134k | 57.75 | |
| Berkley W R Corp | 1.8 | $7.7M | 153k | 50.51 | |
| Steris Corporation | 1.7 | $7.3M | 104k | 70.27 | |
| Zimmer Holdings (ZBH) | 1.4 | $6.1M | 52k | 117.52 | |
| MTS Systems Corporation | 1.4 | $6.1M | 80k | 75.65 | |
| DaVita (DVA) | 1.2 | $5.1M | 63k | 81.29 | |
| IDEX Corporation (IEX) | 1.2 | $5.0M | 66k | 75.84 | |
| C.H. Robinson Worldwide (CHRW) | 1.1 | $4.9M | 66k | 73.22 | |
| Atmos Energy Corp Comm Stk | 1.1 | $4.8M | 88k | 55.31 | |
| Cintas Corporation (CTAS) | 1.1 | $4.5M | 55k | 81.63 | |
| Mednax (MD) | 0.9 | $3.9M | 53k | 72.51 | |
| Praxair | 0.1 | $376k | 3.1k | 120.75 |
