Speece Thorson Capital Group as of Dec. 31, 2018
Portfolio Holdings for Speece Thorson Capital Group
Speece Thorson Capital Group holds 41 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| M&T Bank Corporation (MTB) | 4.4 | $15M | 102k | 143.13 | |
| Eaton (ETN) | 4.2 | $14M | 206k | 68.66 | |
| Leggett & Platt (LEG) | 4.1 | $14M | 378k | 35.84 | |
| DaVita (DVA) | 4.1 | $14M | 263k | 51.46 | |
| White Mountains Insurance Gp (WTM) | 3.9 | $13M | 15k | 857.68 | |
| Sonoco Products Company (SON) | 3.9 | $13M | 243k | 53.13 | |
| O'reilly Automotive (ORLY) | 3.7 | $12M | 35k | 344.33 | |
| Arrow Electronics (ARW) | 3.4 | $11M | 163k | 68.95 | |
| Alleghany Corporation | 3.4 | $11M | 18k | 623.33 | |
| Laboratory Corp. of America Holdings | 3.3 | $11M | 86k | 126.36 | |
| Northern Trust Corporation (NTRS) | 3.2 | $11M | 129k | 83.59 | |
| Clorox Company (CLX) | 3.1 | $10M | 67k | 154.14 | |
| Mueller Water Products (MWA) | 3.0 | $10M | 1.1M | 9.10 | |
| Steris | 2.9 | $9.8M | 91k | 106.85 | |
| Casey's General Stores (CASY) | 2.8 | $9.5M | 74k | 128.14 | |
| J.M. Smucker Company (SJM) | 2.8 | $9.2M | 99k | 93.49 | |
| Varian Medical Systems | 2.8 | $9.2M | 81k | 113.31 | |
| Progressive Corporation (PGR) | 2.4 | $8.0M | 132k | 60.33 | |
| W.R. Berkley Corporation (WRB) | 2.3 | $7.7M | 105k | 73.91 | |
| Werner Enterprises (WERN) | 2.3 | $7.7M | 261k | 29.54 | |
| National-Oilwell Var | 2.2 | $7.4M | 288k | 25.70 | |
| Avnet (AVT) | 2.2 | $7.4M | 205k | 36.10 | |
| Valmont Industries (VMI) | 2.1 | $7.1M | 64k | 110.96 | |
| Masonite International | 2.1 | $7.1M | 159k | 44.83 | |
| Zimmer Holdings (ZBH) | 2.0 | $6.8M | 66k | 103.72 | |
| Aptar (ATR) | 2.0 | $6.7M | 71k | 94.07 | |
| Herman Miller (MLKN) | 2.0 | $6.6M | 220k | 30.25 | |
| Commerce Bancshares (CBSH) | 1.9 | $6.5M | 116k | 56.37 | |
| Tiffany & Co. | 1.8 | $5.9M | 73k | 80.52 | |
| Devon Energy Corporation (DVN) | 1.7 | $5.7M | 252k | 22.54 | |
| Dril-Quip (DRQ) | 1.6 | $5.5M | 182k | 30.03 | |
| Williams-Sonoma (WSM) | 1.6 | $5.4M | 106k | 50.45 | |
| C.H. Robinson Worldwide (CHRW) | 1.5 | $5.1M | 61k | 84.08 | |
| Mohawk Industries (MHK) | 1.4 | $4.8M | 41k | 116.96 | |
| Msa Safety Inc equity (MSA) | 1.4 | $4.7M | 50k | 94.28 | |
| Cimarex Energy | 1.1 | $3.8M | 62k | 61.65 | |
| Hormel Foods Corporation (HRL) | 1.1 | $3.8M | 88k | 42.68 | |
| IDEX Corporation (IEX) | 1.1 | $3.6M | 29k | 126.28 | |
| Wabtec Corporation (WAB) | 1.0 | $3.5M | 49k | 70.26 | |
| Norfolk Southern (NSC) | 1.0 | $3.4M | 23k | 149.55 | |
| Noble Corp Plc equity | 1.0 | $3.4M | 1.3M | 2.62 |
