Speece Thorson Capital as of Dec. 31, 2016
Portfolio Holdings for Speece Thorson Capital
Speece Thorson Capital holds 40 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| M&T Bank Corporation (MTB) | 4.5 | $20M | 129k | 156.43 | |
| Alleghany Corporation | 3.9 | $18M | 29k | 608.10 | |
| DaVita (DVA) | 3.9 | $17M | 271k | 64.20 | |
| Northern Trust Corporation (NTRS) | 3.8 | $17M | 192k | 89.05 | |
| Progressive Corporation (PGR) | 3.5 | $15M | 434k | 35.50 | |
| Mattel (MAT) | 3.4 | $15M | 551k | 27.55 | |
| Werner Enterprises (WERN) | 3.4 | $15M | 563k | 26.95 | |
| National-Oilwell Var | 3.4 | $15M | 401k | 37.44 | |
| Eaton (ETN) | 3.4 | $15M | 224k | 67.09 | |
| Leggett & Platt (LEG) | 3.3 | $15M | 303k | 48.88 | |
| Sonoco Products Company (SON) | 3.3 | $15M | 278k | 52.70 | |
| Dril-Quip (DRQ) | 3.2 | $15M | 241k | 60.05 | |
| White Mountains Insurance Gp (WTM) | 3.1 | $14M | 17k | 836.02 | |
| Arrow Electronics (ARW) | 3.0 | $14M | 191k | 71.30 | |
| Bed Bath & Beyond | 3.0 | $14M | 331k | 40.64 | |
| Laboratory Corp. of America Holdings (LH) | 2.8 | $13M | 98k | 128.38 | |
| Casey's General Stores (CASY) | 2.7 | $12M | 102k | 118.88 | |
| J.M. Smucker Company (SJM) | 2.7 | $12M | 95k | 128.06 | |
| Varian Medical Systems | 2.4 | $11M | 119k | 89.78 | |
| Aptar (ATR) | 2.4 | $11M | 145k | 73.45 | |
| Herman Miller (MLKN) | 2.4 | $11M | 310k | 34.20 | |
| Avnet (AVT) | 2.3 | $11M | 220k | 47.61 | |
| Tiffany & Co. | 2.3 | $10M | 133k | 77.43 | |
| Steris | 2.3 | $10M | 151k | 67.39 | |
| Norfolk Southern (NSC) | 2.2 | $9.7M | 90k | 108.07 | |
| Clorox Company (CLX) | 2.1 | $9.6M | 80k | 120.02 | |
| W.R. Berkley Corporation (WRB) | 2.1 | $9.5M | 143k | 66.51 | |
| Noble Corp Plc equity | 1.9 | $8.5M | 1.4M | 5.92 | |
| Valmont Industries (VMI) | 1.9 | $8.4M | 60k | 140.90 | |
| Commerce Bancshares (CBSH) | 1.9 | $8.3M | 144k | 57.81 | |
| W.W. Grainger (GWW) | 1.8 | $8.1M | 35k | 232.26 | |
| Williams-Sonoma (WSM) | 1.8 | $8.0M | 166k | 48.39 | |
| C.R. Bard | 1.8 | $8.0M | 36k | 224.65 | |
| Zimmer Holdings (ZBH) | 1.6 | $7.2M | 70k | 103.20 | |
| MGE Energy (MGEE) | 1.5 | $6.8M | 105k | 65.30 | |
| C.H. Robinson Worldwide (CHRW) | 1.4 | $6.1M | 84k | 73.25 | |
| IDEX Corporation (IEX) | 1.2 | $5.6M | 62k | 90.06 | |
| Mercury General Corporation (MCY) | 1.2 | $5.4M | 89k | 60.21 | |
| Devon Energy Corporation (DVN) | 1.1 | $4.8M | 106k | 45.67 | |
| Ensco Plc Shs Class A | 0.0 | $185k | 19k | 9.74 |
