Speece Thorson Capital as of March 31, 2017
Portfolio Holdings for Speece Thorson Capital
Speece Thorson Capital holds 39 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| DaVita (DVA) | 4.0 | $19M | 279k | 67.97 | |
| National-Oilwell Var | 3.9 | $18M | 459k | 40.09 | |
| Alleghany Corporation | 3.9 | $18M | 30k | 614.65 | |
| M&T Bank Corporation (MTB) | 3.7 | $18M | 113k | 154.73 | |
| Northern Trust Corporation (NTRS) | 3.6 | $17M | 198k | 86.58 | |
| Casey's General Stores (CASY) | 3.6 | $17M | 152k | 112.25 | |
| Eaton (ETN) | 3.6 | $17M | 230k | 74.15 | |
| Mattel (MAT) | 3.5 | $17M | 651k | 25.61 | |
| Dril-Quip (DRQ) | 3.5 | $17M | 303k | 54.55 | |
| Leggett & Platt (LEG) | 3.3 | $16M | 311k | 50.32 | |
| Werner Enterprises (WERN) | 3.2 | $15M | 580k | 26.20 | |
| Sonoco Products Company (SON) | 3.2 | $15M | 286k | 52.92 | |
| White Mountains Insurance Gp (WTM) | 3.2 | $15M | 17k | 879.86 | |
| Progressive Corporation (PGR) | 3.1 | $15M | 378k | 39.18 | |
| Laboratory Corp. of America Holdings | 3.1 | $15M | 101k | 143.47 | |
| Arrow Electronics (ARW) | 3.0 | $14M | 197k | 73.41 | |
| Bed Bath & Beyond | 2.8 | $13M | 341k | 39.46 | |
| J.M. Smucker Company (SJM) | 2.7 | $13M | 97k | 131.08 | |
| Williams-Sonoma (WSM) | 2.4 | $12M | 215k | 53.62 | |
| Aptar (ATR) | 2.4 | $12M | 149k | 76.99 | |
| Varian Medical Systems | 2.4 | $11M | 123k | 91.13 | |
| Steris | 2.3 | $11M | 156k | 69.46 | |
| Tiffany & Co. | 2.2 | $10M | 109k | 95.30 | |
| W.R. Berkley Corporation (WRB) | 2.2 | $10M | 147k | 70.63 | |
| Avnet (AVT) | 2.2 | $10M | 227k | 45.76 | |
| Norfolk Southern (NSC) | 2.2 | $10M | 92k | 111.97 | |
| Herman Miller (MLKN) | 2.1 | $10M | 319k | 31.55 | |
| Noble Corp Plc equity | 2.1 | $10M | 1.6M | 6.19 | |
| Valmont Industries (VMI) | 2.0 | $9.6M | 62k | 155.50 | |
| C.R. Bard | 1.9 | $9.1M | 37k | 248.55 | |
| Clorox Company (CLX) | 1.9 | $8.9M | 66k | 134.82 | |
| Zimmer Holdings (ZBH) | 1.9 | $8.8M | 72k | 122.11 | |
| W.W. Grainger (GWW) | 1.8 | $8.3M | 36k | 232.77 | |
| Commerce Bancshares (CBSH) | 1.8 | $8.3M | 148k | 56.16 | |
| C.H. Robinson Worldwide (CHRW) | 1.4 | $6.7M | 86k | 77.29 | |
| IDEX Corporation (IEX) | 1.3 | $5.9M | 64k | 93.51 | |
| MGE Energy (MGEE) | 1.1 | $5.1M | 78k | 65.00 | |
| Devon Energy Corporation (DVN) | 1.0 | $4.5M | 109k | 41.72 | |
| Mercury General Corporation (MCY) | 0.6 | $2.7M | 44k | 60.99 |
