Speece Thorson Capital as of Dec. 31, 2015
Portfolio Holdings for Speece Thorson Capital
Speece Thorson Capital holds 43 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sonoco Products Company (SON) | 4.5 | $18M | 448k | 40.87 | |
| Alleghany Corp Del | 4.1 | $17M | 35k | 477.92 | |
| J.M. Smucker Company (SJM) | 4.0 | $16M | 132k | 123.34 | |
| M&T Bank Corporation (MTB) | 3.9 | $16M | 131k | 121.18 | |
| Varian Medical Systems | 3.7 | $15M | 188k | 80.80 | |
| Eaton (ETN) | 3.6 | $15M | 284k | 52.04 | |
| Laboratory Corp. of America Holdings | 3.6 | $15M | 119k | 123.64 | |
| White Mountains Insurance Gp (WTM) | 3.6 | $15M | 20k | 726.81 | |
| Progressive Corporation (PGR) | 3.4 | $14M | 436k | 31.80 | |
| Casey's General Stores (CASY) | 3.3 | $14M | 113k | 120.45 | |
| Bard C R Inc Com Stk | 3.2 | $13M | 68k | 189.44 | |
| Northern Trust Corporation (NTRS) | 3.0 | $12M | 169k | 72.09 | |
| Mattel (MAT) | 2.9 | $12M | 435k | 27.17 | |
| Commerce Bancshares (CBSH) | 2.8 | $12M | 272k | 42.54 | |
| Aptargroup Inc Com Stk | 2.7 | $11M | 155k | 72.65 | |
| Bed Bath & Beyond | 2.7 | $11M | 230k | 48.25 | |
| Arrow Elec | 2.7 | $11M | 204k | 54.18 | |
| Werner Enterprises (WERN) | 2.7 | $11M | 468k | 23.39 | |
| Noble Corp Plc equity | 2.5 | $10M | 979k | 10.55 | |
| DaVita (DVA) | 2.5 | $10M | 146k | 69.71 | |
| Avnet | 2.5 | $10M | 235k | 42.84 | |
| Leggett & Platt (LEG) | 2.3 | $9.4M | 223k | 42.02 | |
| Abm Industries | 2.1 | $8.8M | 309k | 28.47 | |
| Valmont Industries (VMI) | 2.1 | $8.6M | 81k | 106.02 | |
| Dril-Quip (DRQ) | 2.0 | $8.4M | 142k | 59.23 | |
| Berkley W R Corp | 2.0 | $8.3M | 153k | 54.75 | |
| Zimmer Holdings (ZBH) | 1.9 | $7.7M | 75k | 102.58 | |
| W.W. Grainger (GWW) | 1.8 | $7.6M | 37k | 202.58 | |
| MGE Energy (MGEE) | 1.7 | $7.0M | 151k | 46.40 | |
| Norfolk Southern (NSC) | 1.7 | $6.9M | 81k | 84.59 | |
| Clorox Company (CLX) | 1.7 | $6.9M | 54k | 126.82 | |
| Mercury General Corporation (MCY) | 1.5 | $6.2M | 134k | 46.57 | |
| Herman Miller (MLKN) | 1.4 | $5.9M | 207k | 28.70 | |
| C.H. Robinson Worldwide (CHRW) | 1.4 | $5.8M | 93k | 62.02 | |
| Steris | 1.4 | $5.6M | 75k | 75.34 | |
| Devon Energy Corporation (DVN) | 1.3 | $5.3M | 166k | 32.00 | |
| IDEX Corporation (IEX) | 1.2 | $5.0M | 66k | 76.61 | |
| MTS Systems Corporation | 1.2 | $5.1M | 80k | 63.40 | |
| Cintas Corporation (CTAS) | 1.2 | $5.0M | 55k | 91.05 | |
| Patterson Companies (PDCO) | 1.1 | $4.5M | 99k | 45.21 | |
| National-Oilwell Var | 0.9 | $3.8M | 114k | 33.49 | |
| Tidewater | 0.3 | $1.4M | 195k | 6.96 | |
| Praxair | 0.1 | $319k | 3.1k | 102.44 |
