Speece Thorson Capital as of June 30, 2017
Portfolio Holdings for Speece Thorson Capital
Speece Thorson Capital holds 37 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Northern Trust Corporation (NTRS) | 4.0 | $19M | 199k | 97.21 | |
| Leggett & Platt (LEG) | 4.0 | $19M | 361k | 52.53 | |
| M&T Bank Corporation (MTB) | 3.8 | $18M | 114k | 161.95 | |
| DaVita (DVA) | 3.8 | $18M | 281k | 64.76 | |
| Casey's General Stores (CASY) | 3.7 | $18M | 167k | 107.11 | |
| Alleghany Corporation | 3.7 | $18M | 30k | 594.78 | |
| Eaton (ETN) | 3.7 | $18M | 227k | 77.83 | |
| National-Oilwell Var | 3.6 | $17M | 526k | 32.94 | |
| Werner Enterprises (WERN) | 3.6 | $17M | 584k | 29.35 | |
| J.M. Smucker Company (SJM) | 3.5 | $17M | 142k | 118.33 | |
| Dril-Quip (DRQ) | 3.4 | $16M | 334k | 48.80 | |
| Laboratory Corp. of America Holdings | 3.3 | $16M | 101k | 154.14 | |
| Arrow Electronics (ARW) | 3.2 | $16M | 198k | 78.42 | |
| Mattel (MAT) | 3.2 | $15M | 708k | 21.53 | |
| White Mountains Insurance Gp (WTM) | 3.1 | $15M | 17k | 868.66 | |
| Sonoco Products Company (SON) | 3.1 | $15M | 288k | 51.42 | |
| Progressive Corporation (PGR) | 3.0 | $14M | 322k | 44.09 | |
| Aptar (ATR) | 2.7 | $13M | 150k | 86.86 | |
| Williams-Sonoma (WSM) | 2.7 | $13M | 266k | 48.50 | |
| Steris | 2.7 | $13M | 156k | 81.50 | |
| Varian Medical Systems | 2.6 | $13M | 123k | 103.19 | |
| Norfolk Southern (NSC) | 2.4 | $11M | 93k | 121.70 | |
| Herman Miller (MLKN) | 2.3 | $11M | 364k | 30.40 | |
| Bed Bath & Beyond | 2.2 | $10M | 343k | 30.40 | |
| Tiffany & Co. | 2.1 | $10M | 110k | 93.87 | |
| W.R. Berkley Corporation (WRB) | 2.1 | $10M | 148k | 69.17 | |
| C.H. Robinson Worldwide (CHRW) | 2.0 | $9.6M | 140k | 68.68 | |
| Valmont Industries (VMI) | 1.9 | $9.3M | 62k | 149.60 | |
| Zimmer Holdings (ZBH) | 1.9 | $9.3M | 72k | 128.40 | |
| Avnet (AVT) | 1.8 | $8.8M | 228k | 38.88 | |
| Clorox Company (CLX) | 1.8 | $8.8M | 66k | 133.25 | |
| Commerce Bancshares (CBSH) | 1.8 | $8.5M | 149k | 56.83 | |
| Devon Energy Corporation (DVN) | 1.8 | $8.4M | 263k | 31.97 | |
| IDEX Corporation (IEX) | 1.5 | $7.3M | 64k | 113.01 | |
| W.W. Grainger (GWW) | 1.4 | $6.5M | 36k | 180.54 | |
| Mercury General Corporation (MCY) | 1.4 | $6.5M | 120k | 54.00 | |
| Noble Corp Plc equity | 1.2 | $5.9M | 1.6M | 3.62 |
