Speece Thorson Capital Group as of Dec. 31, 2019
Portfolio Holdings for Speece Thorson Capital Group
Speece Thorson Capital Group holds 41 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Eaton (ETN) | 4.4 | $17M | 180k | 94.72 | |
| Leggett & Platt (LEG) | 4.2 | $16M | 320k | 50.83 | |
| M&T Bank Corporation (MTB) | 4.2 | $16M | 95k | 169.75 | |
| Sonoco Products Company (SON) | 4.1 | $16M | 256k | 61.72 | |
| Arrow Electronics (ARW) | 4.1 | $16M | 185k | 84.74 | |
| Varian Medical Systems | 4.0 | $15M | 108k | 142.01 | |
| Northern Trust Corporation (NTRS) | 3.9 | $15M | 142k | 106.24 | |
| Mueller Water Products (MWA) | 3.8 | $15M | 1.2M | 11.98 | |
| DaVita (DVA) | 3.6 | $14M | 187k | 75.03 | |
| White Mountains Insurance Gp (WTM) | 3.6 | $14M | 13k | 1115.48 | |
| Laboratory Corp. of America Holdings | 3.5 | $14M | 81k | 169.17 | |
| Masonite International | 3.5 | $14M | 189k | 72.21 | |
| O'reilly Automotive (ORLY) | 3.3 | $13M | 29k | 438.26 | |
| Mohawk Industries (MHK) | 3.1 | $12M | 87k | 136.38 | |
| C.H. Robinson Worldwide (CHRW) | 2.9 | $11M | 144k | 78.20 | |
| Zimmer Holdings (ZBH) | 2.6 | $10M | 67k | 149.68 | |
| Alleghany Corporation | 2.5 | $9.5M | 12k | 799.58 | |
| J.M. Smucker Company (SJM) | 2.4 | $9.2M | 88k | 104.13 | |
| National-Oilwell Var | 2.2 | $8.5M | 339k | 25.05 | |
| Clorox Company (CLX) | 2.2 | $8.5M | 55k | 153.55 | |
| Avnet (AVT) | 2.1 | $8.3M | 196k | 42.44 | |
| Progressive Corporation (PGR) | 2.1 | $8.2M | 113k | 72.39 | |
| Devon Energy Corporation (DVN) | 2.1 | $8.0M | 307k | 25.97 | |
| Casey's General Stores (CASY) | 2.1 | $8.0M | 50k | 159.00 | |
| Commerce Bancshares (CBSH) | 2.0 | $7.7M | 114k | 67.94 | |
| Cimarex Energy | 1.9 | $7.5M | 142k | 52.49 | |
| Williams-Sonoma (WSM) | 1.9 | $7.4M | 101k | 73.44 | |
| Werner Enterprises (WERN) | 1.9 | $7.2M | 198k | 36.39 | |
| FMC Corporation (FMC) | 1.8 | $6.8M | 68k | 99.82 | |
| Valmont Industries (VMI) | 1.6 | $6.3M | 42k | 149.78 | |
| Tractor Supply Company (TSCO) | 1.5 | $5.7M | 61k | 93.43 | |
| Aptar (ATR) | 1.5 | $5.7M | 49k | 115.62 | |
| W.R. Berkley Corporation (WRB) | 1.4 | $5.6M | 81k | 69.10 | |
| Steris Plc Ord equities (STE) | 1.4 | $5.2M | 34k | 152.43 | |
| IDEX Corporation (IEX) | 1.2 | $4.6M | 27k | 171.98 | |
| Herman Miller (MLKN) | 1.1 | $4.4M | 105k | 41.65 | |
| Msa Safety Inc equity (MSA) | 1.1 | $4.3M | 34k | 126.36 | |
| Wabtec Corporation (WAB) | 1.1 | $4.2M | 54k | 77.81 | |
| Norfolk Southern (NSC) | 1.1 | $4.1M | 21k | 194.11 | |
| Hormel Foods Corporation (HRL) | 1.0 | $3.7M | 83k | 45.11 | |
| Tiffany & Co. | 0.2 | $681k | 5.1k | 133.61 |
