Speece Thorson Capital as of June 30, 2015
Portfolio Holdings for Speece Thorson Capital
Speece Thorson Capital holds 40 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| White Mountains Insurance Gp (WTM) | 4.7 | $19M | 30k | 654.93 | |
| Alleghany Corporation | 4.5 | $19M | 40k | 468.77 | |
| Sonoco Products Company (SON) | 4.1 | $17M | 397k | 42.86 | |
| M&T Bank Corporation (MTB) | 3.9 | $16M | 130k | 124.93 | |
| Progressive Corporation (PGR) | 3.8 | $16M | 573k | 27.83 | |
| Casey's General Stores (CASY) | 3.8 | $16M | 165k | 95.74 | |
| Norfolk Southern (NSC) | 3.8 | $16M | 180k | 87.36 | |
| Bed Bath & Beyond | 3.5 | $14M | 209k | 68.98 | |
| Laboratory Corp. of America Holdings | 3.5 | $14M | 118k | 121.22 | |
| J.M. Smucker Company (SJM) | 3.4 | $14M | 131k | 108.41 | |
| Eaton (ETN) | 3.3 | $14M | 203k | 67.49 | |
| Piedmont Natural Gas Company | 3.2 | $14M | 381k | 35.31 | |
| C.R. Bard | 3.2 | $13M | 78k | 170.70 | |
| Noble Corp Plc equity | 3.1 | $13M | 851k | 15.39 | |
| Leggett & Platt (LEG) | 3.1 | $13M | 266k | 48.68 | |
| Northern Trust Corporation (NTRS) | 3.1 | $13M | 169k | 76.46 | |
| Varian Medical Systems | 3.1 | $13M | 152k | 84.33 | |
| Commerce Bancshares (CBSH) | 2.9 | $12M | 258k | 46.77 | |
| ABM Industries (ABM) | 2.4 | $10M | 308k | 32.87 | |
| Aptar (ATR) | 2.4 | $9.8M | 154k | 63.77 | |
| Avnet (AVT) | 2.3 | $9.6M | 234k | 41.11 | |
| Valmont Industries (VMI) | 2.3 | $9.6M | 81k | 118.88 | |
| Arrow Electronics (ARW) | 2.2 | $9.2M | 164k | 55.80 | |
| Clorox Company (CLX) | 2.2 | $9.1M | 87k | 104.02 | |
| W.W. Grainger (GWW) | 2.1 | $8.8M | 37k | 236.64 | |
| Mattel (MAT) | 1.9 | $8.1M | 314k | 25.69 | |
| Werner Enterprises (WERN) | 1.9 | $8.0M | 305k | 26.25 | |
| W.R. Berkley Corporation (WRB) | 1.9 | $7.9M | 152k | 51.93 | |
| Mercury General Corporation (MCY) | 1.8 | $7.4M | 134k | 55.65 | |
| Steris Corporation | 1.6 | $6.7M | 104k | 64.44 | |
| C.H. Robinson Worldwide (CHRW) | 1.4 | $5.8M | 93k | 62.39 | |
| Zimmer Holdings (ZBH) | 1.4 | $5.7M | 52k | 109.23 | |
| MTS Systems Corporation | 1.3 | $5.5M | 80k | 68.95 | |
| IDEX Corporation (IEX) | 1.2 | $5.2M | 66k | 78.57 | |
| DaVita (DVA) | 1.2 | $4.9M | 62k | 79.47 | |
| Patterson Companies (PDCO) | 1.1 | $4.8M | 99k | 48.65 | |
| Cintas Corporation (CTAS) | 1.1 | $4.6M | 54k | 84.59 | |
| Atmos Energy Corporation (ATO) | 1.1 | $4.5M | 87k | 51.28 | |
| Tidewater | 1.0 | $4.2M | 184k | 22.73 | |
| Praxair | 0.1 | $372k | 3.1k | 119.46 |
