$343 Million is the total value of SPEECE THORSON CAPITAL GROUP INC's 42 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SON | New | SONOCO PRODUCTS | $16,090,000 | – | 465,440 | +100.0% | 4.69% | – |
| WTM | New | WHITE MOUNT INS GRP LTD | $14,825,000 | – | 25,785 | +100.0% | 4.32% | – |
| LH | New | LABORATORY CORP AMER HLDGS | $14,203,000 | – | 141,890 | +100.0% | 4.14% | – |
| NSC | New | NORFOLK SOUTHN CORP | $13,957,000 | – | 192,108 | +100.0% | 4.07% | – |
| NE | New | NOBLE CORPORATION BAAR | $13,904,000 | – | 369,990 | +100.0% | 4.06% | – |
| CASY | New | CASEYS GEN STORES INC | $13,600,000 | – | 226,060 | +100.0% | 3.97% | – |
| New | BARD C R INC | $13,100,000 | – | 120,537 | +100.0% | 3.82% | – | |
| ETN | New | EATON CORP PLC SHS | $12,022,000 | – | 182,680 | +100.0% | 3.51% | – |
| CTAS | New | CINTAS CORP | $11,993,000 | – | 263,350 | +100.0% | 3.50% | – |
| TDW | New | TIDEWATER INC | $11,244,000 | – | 197,365 | +100.0% | 3.28% | – |
| New | ARROW ELECTRS INC | $9,882,000 | – | 247,986 | +100.0% | 2.88% | – | |
| NTRS | New | NORTHERN TRUST CORP | $9,878,000 | – | 170,607 | +100.0% | 2.88% | – |
| VAR | New | VARIAN MED SYS INC | $9,712,000 | – | 143,985 | +100.0% | 2.83% | – |
| SJM | New | SMUCKER J M CO | $9,368,000 | – | 90,820 | +100.0% | 2.73% | – |
| New | ALLEGHANY CORP DEL | $9,064,000 | – | 23,648 | +100.0% | 2.64% | – | |
| PNY | New | PIEDMONT NAT'L GAS CO INC. | $9,036,000 | – | 267,800 | +100.0% | 2.64% | – |
| IEX | New | IDEX CORP | $8,901,000 | – | 165,415 | +100.0% | 2.60% | – |
| LEG | New | LEGGETT & PLATT INC | $8,822,000 | – | 283,759 | +100.0% | 2.57% | – |
| PDCO | New | PATTERSON COMPANIES INC | $8,404,000 | – | 223,505 | +100.0% | 2.45% | – |
| CBSH | New | COMMERCE BANCSHARES INC | $8,121,000 | – | 186,486 | +100.0% | 2.37% | – |
| ZBH | New | ZIMMER HLDGS INC | $7,421,000 | – | 99,030 | +100.0% | 2.16% | – |
| CLX | New | CLOROX CO DEL | $7,313,000 | – | 87,960 | +100.0% | 2.13% | – |
| UPLMQ | New | ULTRA PETROLEUM CORP | $7,129,000 | – | 359,670 | +100.0% | 2.08% | – |
| PGR | New | PROGRESSIVE CORP OHIO | $7,075,000 | – | 278,341 | +100.0% | 2.06% | – |
| WERN | New | WERNER ENTERPRISES INC | $6,928,000 | – | 286,630 | +100.0% | 2.02% | – |
| MTSC | New | MTS SYS CORP | $6,833,000 | – | 120,728 | +100.0% | 1.99% | – |
| New | ATMOS ENERGY CORP | $6,748,000 | – | 164,340 | +100.0% | 1.97% | – | |
| New | BERKLEY W R CORP | $6,380,000 | – | 156,144 | +100.0% | 1.86% | – | |
| MTB | New | M & T BANK CORP | $5,619,000 | – | 50,280 | +100.0% | 1.64% | – |
| MCY | New | MERCURY GEN CORP NEW | $5,528,000 | – | 125,748 | +100.0% | 1.61% | – |
| DBD | New | DIEBOLD INC | $5,424,000 | – | 161,005 | +100.0% | 1.58% | – |
| XEC | New | CIMAREX ENERGY CO | $5,277,000 | – | 81,190 | +100.0% | 1.54% | – |
| CHRW | New | C H ROBINSON WORLDWIDE INC | $5,263,000 | – | 93,460 | +100.0% | 1.54% | – |
| New | AVNET INC | $5,138,000 | – | 152,920 | +100.0% | 1.50% | – | |
| STE | New | STERIS CORP | $5,045,000 | – | 117,660 | +100.0% | 1.47% | – |
| New | APTARGROUP INC | $5,022,000 | – | 90,965 | +100.0% | 1.46% | – | |
| HRL | New | HORMEL FOODS CORP | $4,306,000 | – | 111,610 | +100.0% | 1.26% | – |
| New | ABM INDS INC | $3,944,000 | – | 160,905 | +100.0% | 1.15% | – | |
| New | BED BATH & BEYOND INC | $3,911,000 | – | 55,130 | +100.0% | 1.14% | – | |
| VMI | New | VALMONT INDS INC | $3,463,000 | – | 24,200 | +100.0% | 1.01% | – |
| FSTO | New | FOREST OIL CORP | $2,362,000 | – | 577,569 | +100.0% | 0.69% | – |
| PX | New | PRAXAIR INC | $526,000 | – | 4,564 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-07-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LEGGETT & PLATT INC | 42 | Q3 2023 | 6.6% |
| M & T BANK CORP | 42 | Q3 2023 | 6.2% |
| WHITE MOUNT INS GRP LTD | 42 | Q3 2023 | 5.0% |
| SONOCO PRODUCTS | 42 | Q3 2023 | 4.7% |
| LABORATORY CORP AMER HLDGS | 42 | Q3 2023 | 4.1% |
| SMUCKER J M CO | 42 | Q3 2023 | 4.6% |
| NORTHERN TRUST CORP | 42 | Q3 2023 | 4.0% |
| EATON CORP PLC SHS | 42 | Q3 2023 | 4.6% |
| CASEYS GEN STORES INC | 42 | Q3 2023 | 4.2% |
| ZIMMER HLDGS INC | 42 | Q3 2023 | 5.9% |
View SPEECE THORSON CAPITAL GROUP INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-23 |
| 13F-HR | 2023-11-20 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-08 |
View SPEECE THORSON CAPITAL GROUP INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.