Speece Thorson Capital Group

Speece Thorson Capital Group as of March 31, 2019

Portfolio Holdings for Speece Thorson Capital Group

Speece Thorson Capital Group holds 40 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
DaVita (DVA) 4.3 $16M 291k 54.29
M&T Bank Corporation (MTB) 4.3 $16M 99k 157.02
Eaton (ETN) 4.1 $15M 186k 80.56
Leggett & Platt (LEG) 3.9 $14M 334k 42.22
Northern Trust Corporation (NTRS) 3.7 $13M 147k 90.41
J.M. Smucker Company (SJM) 3.6 $13M 113k 116.50
Laboratory Corp. of America Holdings (LH) 3.5 $13M 84k 152.98
Sonoco Products Company (SON) 3.5 $13M 207k 61.53
White Mountains Insurance Gp (WTM) 3.5 $13M 14k 925.45
Arrow Electronics (ARW) 3.4 $12M 159k 77.06
O'reilly Automotive (ORLY) 3.2 $12M 30k 388.29
Steris Plc Ord equities (STE) 3.1 $11M 88k 128.03
Varian Medical Systems 3.1 $11M 79k 141.72
Mueller Water Products (MWA) 3.0 $11M 1.1M 10.04
Alleghany Corporation 2.9 $11M 17k 612.36
Progressive Corporation (PGR) 2.6 $9.3M 129k 72.09
Clorox Company (CLX) 2.5 $9.2M 58k 160.46
Avnet (AVT) 2.4 $8.7M 201k 43.37
Werner Enterprises (WERN) 2.4 $8.7M 253k 34.15
W.R. Berkley Corporation (WRB) 2.4 $8.6M 152k 56.48
Zimmer Holdings (ZBH) 2.3 $8.3M 65k 127.70
Casey's General Stores (CASY) 2.3 $8.2M 64k 128.77
Masonite International (DOOR) 2.1 $7.8M 156k 49.89
Devon Energy Corporation (DVN) 2.1 $7.7M 245k 31.56
Tiffany & Co. 2.1 $7.5M 71k 105.55
Herman Miller (MLKN) 2.1 $7.5M 214k 35.18
National-Oilwell Var 2.0 $7.4M 279k 26.64
Aptar (ATR) 2.0 $7.3M 69k 106.39
C.H. Robinson Worldwide (CHRW) 2.0 $7.2M 83k 86.99
Commerce Bancshares (CBSH) 1.8 $6.5M 113k 58.06
Mohawk Industries (MHK) 1.8 $6.5M 51k 126.15
Cimarex Energy 1.7 $6.1M 87k 69.90
Williams-Sonoma (WSM) 1.6 $5.8M 103k 56.27
Valmont Industries (VMI) 1.6 $5.6M 43k 130.09
Wabtec Corporation (WAB) 1.5 $5.5M 74k 73.72
Msa Safety Inc equity (MSA) 1.4 $5.0M 49k 103.39
IDEX Corporation (IEX) 1.2 $4.2M 28k 151.74
Norfolk Southern (NSC) 1.1 $4.1M 22k 186.87
Hormel Foods Corporation (HRL) 1.1 $3.8M 86k 44.76
Noble Corp Plc equity 1.0 $3.6M 1.3M 2.87