Speece Thorson Capital Group as of March 31, 2018
Portfolio Holdings for Speece Thorson Capital Group
Speece Thorson Capital Group holds 39 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Leggett & Platt (LEG) | 4.1 | $20M | 414k | 47.73 | |
| Casey's General Stores (CASY) | 4.1 | $20M | 179k | 109.45 | |
| DaVita (DVA) | 4.0 | $19M | 321k | 59.39 | |
| National-Oilwell Var | 4.0 | $19M | 532k | 35.73 | |
| Eaton (ETN) | 3.9 | $19M | 244k | 76.79 | |
| M&T Bank Corporation (MTB) | 3.9 | $19M | 115k | 161.04 | |
| J.M. Smucker Company (SJM) | 3.7 | $18M | 171k | 104.93 | |
| White Mountains Insurance Gp (WTM) | 3.6 | $18M | 21k | 857.00 | |
| Sonoco Products Company (SON) | 3.6 | $17M | 345k | 50.45 | |
| Alleghany Corporation | 3.5 | $17M | 30k | 554.00 | |
| Werner Enterprises (WERN) | 3.4 | $16M | 447k | 36.55 | |
| Herman Miller (MLKN) | 3.3 | $16M | 447k | 35.90 | |
| Arrow Electronics (ARW) | 3.3 | $16M | 200k | 80.41 | |
| Dril-Quip (DRQ) | 3.1 | $15M | 338k | 44.15 | |
| Northern Trust Corporation (NTRS) | 3.0 | $14M | 156k | 91.93 | |
| Williams-Sonoma (WSM) | 3.0 | $14M | 284k | 49.86 | |
| Laboratory Corp. of America Holdings | 2.7 | $13M | 86k | 150.97 | |
| Mattel (MAT) | 2.6 | $13M | 817k | 15.48 | |
| Devon Energy Corporation (DVN) | 2.6 | $12M | 337k | 36.71 | |
| Steris | 2.4 | $12M | 130k | 88.40 | |
| Valmont Industries (VMI) | 2.4 | $12M | 73k | 158.09 | |
| C.H. Robinson Worldwide (CHRW) | 2.2 | $11M | 142k | 76.10 | |
| Aptar (ATR) | 2.2 | $11M | 124k | 86.31 | |
| Tiffany & Co. | 2.1 | $10M | 111k | 91.78 | |
| Varian Medical Systems | 2.1 | $10M | 101k | 100.06 | |
| W.R. Berkley Corporation (WRB) | 2.1 | $10M | 149k | 66.74 | |
| Norfolk Southern (NSC) | 2.1 | $9.9M | 75k | 132.25 | |
| Avnet (AVT) | 1.9 | $9.0M | 230k | 39.30 | |
| Clorox Company (CLX) | 1.8 | $8.8M | 67k | 131.90 | |
| Commerce Bancshares (CBSH) | 1.8 | $8.7M | 150k | 57.77 | |
| IDEX Corporation (IEX) | 1.6 | $7.9M | 65k | 121.47 | |
| Progressive Corporation (PGR) | 1.6 | $7.8M | 161k | 48.42 | |
| Wabtec Corporation (WAB) | 1.6 | $7.8M | 103k | 75.75 | |
| Noble Corp Plc equity | 1.6 | $7.6M | 1.7M | 4.60 | |
| Mercury General Corporation (MCY) | 1.4 | $6.9M | 121k | 56.69 | |
| Zimmer Holdings (ZBH) | 1.3 | $6.2M | 53k | 117.09 | |
| Msa Safety Inc equity (MSA) | 1.2 | $5.7M | 71k | 79.51 | |
| O'reilly Automotive (ORLY) | 1.1 | $5.1M | 24k | 215.36 | |
| Praxair | 0.0 | $205k | 1.5k | 140.03 |
