Speece Thorson Capital Group as of Dec. 31, 2017
Portfolio Holdings for Speece Thorson Capital Group
Speece Thorson Capital Group holds 39 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| DaVita (DVA) | 4.7 | $24M | 329k | 72.25 | |
| J.M. Smucker Company (SJM) | 4.2 | $21M | 169k | 124.24 | |
| Leggett & Platt (LEG) | 4.2 | $21M | 437k | 47.73 | |
| M&T Bank Corporation (MTB) | 3.9 | $20M | 114k | 170.99 | |
| Eaton (ETN) | 3.8 | $19M | 242k | 79.01 | |
| National-Oilwell Var | 3.8 | $19M | 524k | 36.02 | |
| Herman Miller (MLKN) | 3.7 | $19M | 466k | 40.05 | |
| Sonoco Products Company (SON) | 3.6 | $18M | 343k | 53.14 | |
| Alleghany Corporation | 3.5 | $18M | 30k | 596.07 | |
| White Mountains Insurance Gp (WTM) | 3.4 | $17M | 20k | 851.30 | |
| Casey's General Stores (CASY) | 3.4 | $17M | 154k | 111.94 | |
| Wabtec Corporation (WAB) | 3.2 | $16M | 199k | 81.43 | |
| Devon Energy Corporation (DVN) | 3.2 | $16M | 390k | 41.40 | |
| Arrow Electronics (ARW) | 3.2 | $16M | 198k | 80.41 | |
| Dril-Quip (DRQ) | 3.1 | $16M | 333k | 47.70 | |
| Northern Trust Corporation (NTRS) | 3.1 | $16M | 155k | 99.89 | |
| Laboratory Corp. of America Holdings (LH) | 2.7 | $14M | 86k | 159.51 | |
| Werner Enterprises (WERN) | 2.6 | $13M | 334k | 38.65 | |
| Williams-Sonoma (WSM) | 2.4 | $12M | 233k | 51.70 | |
| Valmont Industries (VMI) | 2.4 | $12M | 72k | 165.84 | |
| Tiffany & Co. | 2.3 | $12M | 110k | 103.95 | |
| Steris | 2.2 | $11M | 129k | 87.47 | |
| O'reilly Automotive (ORLY) | 2.2 | $11M | 47k | 240.54 | |
| Varian Medical Systems | 2.2 | $11M | 100k | 111.15 | |
| W.R. Berkley Corporation (WRB) | 2.1 | $11M | 148k | 71.65 | |
| Aptar (ATR) | 2.1 | $11M | 123k | 86.28 | |
| Clorox Company (CLX) | 2.0 | $9.9M | 66k | 148.74 | |
| Avnet (AVT) | 1.8 | $9.0M | 228k | 39.62 | |
| Progressive Corporation (PGR) | 1.8 | $9.0M | 160k | 56.32 | |
| Commerce Bancshares (CBSH) | 1.7 | $8.8M | 157k | 55.84 | |
| Hormel Foods Corporation (HRL) | 1.7 | $8.7M | 238k | 36.39 | |
| Norfolk Southern (NSC) | 1.6 | $8.3M | 57k | 144.90 | |
| C.H. Robinson Worldwide (CHRW) | 1.5 | $7.7M | 87k | 89.09 | |
| Noble Corp Plc equity | 1.5 | $7.4M | 1.6M | 4.52 | |
| IDEX Corporation (IEX) | 1.4 | $7.0M | 53k | 131.97 | |
| Mercury General Corporation (MCY) | 1.3 | $6.4M | 121k | 53.44 | |
| Zimmer Holdings (ZBH) | 1.3 | $6.3M | 53k | 120.67 | |
| Msa Safety Inc equity (MSA) | 1.1 | $5.5M | 71k | 77.52 | |
| Praxair | 0.0 | $226k | 1.5k | 154.37 |
