Speece Thorson Capital Group

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 (LH) 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