Speece Thorson Capital Group

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 (LH) 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