$393 Billion is the total value of SPEECE THORSON CAPITAL GROUP INC's 39 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WTM | Sell | WHITE MOUNT INS GRP LTD | $18,083,000 | +0.6% | 29,721 | -0.8% | 4.60% | -2.8% |
| PNY | Sell | PIEDMONT NAT'L GAS CO INC. | $17,786,000 | +4.9% | 475,431 | -0.8% | 4.53% | +1.3% |
| NEBLQ | Sell | NOBLE CORP PLC SHS USD | $15,900,000 | +1.7% | 473,778 | -0.8% | 4.05% | -1.8% |
| SON | Sell | SONOCO PRODUCTS | $15,676,000 | +6.2% | 356,833 | -0.9% | 3.99% | +2.6% |
| NSC | Sell | NORFOLK SOUTHN CORP | $15,044,000 | +5.0% | 146,013 | -0.9% | 3.83% | +1.5% |
| SJM | Buy | SMUCKER J M CO | $14,986,000 | +27.1% | 140,623 | +16.0% | 3.82% | +22.8% |
| Sell | ALLEGHANY CORP DEL | $14,933,000 | +6.7% | 34,084 | -0.8% | 3.80% | +3.0% | |
| LH | Sell | LABORATORY CORP AMER HLDGS | $14,465,000 | +3.4% | 141,257 | -0.8% | 3.68% | -0.1% |
| CASY | Sell | CASEYS GEN STORES INC | $13,868,000 | +3.2% | 197,303 | -0.8% | 3.53% | -0.3% |
| LEG | Sell | LEGGETT & PLATT INC | $13,862,000 | +4.1% | 404,373 | -0.9% | 3.53% | +0.6% |
| TDW | Buy | TIDEWATER INC | $13,101,000 | +40.6% | 233,330 | +21.7% | 3.34% | +35.8% |
| MTB | Buy | M & T BANK CORP | $12,412,000 | +18.8% | 100,057 | +16.2% | 3.16% | +14.8% |
| VMI | Sell | VALMONT INDS INC | $11,904,000 | +1.3% | 78,341 | -0.8% | 3.03% | -2.2% |
| VAR | Sell | VARIAN MED SYS INC | $10,939,000 | -1.9% | 131,568 | -0.9% | 2.78% | -5.2% |
| Sell | BARD C R INC | $10,895,000 | -4.3% | 76,182 | -1.0% | 2.77% | -7.6% | |
| CTAS | Sell | CINTAS CORP | $10,700,000 | +5.7% | 168,399 | -0.8% | 2.72% | +2.1% |
| NTRS | Sell | NORTHERN TRUST CORP | $10,480,000 | -2.9% | 163,209 | -0.9% | 2.67% | -6.2% |
| STE | Sell | STERIS CORP | $10,228,000 | -11.7% | 191,251 | -21.1% | 2.60% | -14.7% |
| Sell | ARROW ELECTRS INC | $9,953,000 | +0.9% | 164,756 | -0.8% | 2.53% | -2.5% | |
| PGR | Sell | PROGRESSIVE CORP OHIO | $9,854,000 | +3.9% | 388,563 | -0.8% | 2.51% | +0.3% |
| ETN | Sell | EATON CORP PLC SHS | $9,815,000 | +1.9% | 127,164 | -0.8% | 2.50% | -1.5% |
| Buy | BED BATH & BEYOND INC | $9,809,000 | +2.4% | 170,940 | +22.8% | 2.50% | -1.1% | |
| WERN | Sell | WERNER ENTERPRISES INC | $9,296,000 | +3.0% | 350,643 | -0.9% | 2.37% | -0.5% |
| PDCO | Sell | PATTERSON COMPANIES INC | $8,437,000 | -6.1% | 213,546 | -0.8% | 2.15% | -9.3% |
| Buy | ABM INDS INC | $7,971,000 | +77.5% | 295,444 | +89.1% | 2.03% | +71.5% | |
| UPLMQ | Sell | ULTRA PETROLEUM CORP | $7,804,000 | -21.2% | 262,854 | -28.6% | 1.99% | -23.8% |
| CHRW | Sell | C H ROBINSON WORLDWIDE INC | $7,802,000 | +20.8% | 122,307 | -0.8% | 1.99% | +16.7% |
| CLX | Sell | CLOROX CO DEL | $7,716,000 | +2.7% | 84,423 | -1.1% | 1.96% | -0.8% |
| IEX | Sell | IDEX CORP | $7,402,000 | +9.9% | 91,675 | -0.8% | 1.88% | +6.1% |
| Sell | BERKLEY W R CORP | $6,966,000 | +10.4% | 150,411 | -0.8% | 1.77% | +6.6% | |
| CBSH | Sell | COMMERCE BANCSHARES INC | $6,676,000 | -0.6% | 143,566 | -0.8% | 1.70% | -4.0% |
| Sell | AVNET INC | $6,546,000 | -5.6% | 147,721 | -0.9% | 1.67% | -8.8% | |
| MCY | Sell | MERCURY GEN CORP NEW | $6,043,000 | +3.6% | 128,464 | -0.7% | 1.54% | +0.1% |
| Sell | APTARGROUP INC | $5,834,000 | -0.2% | 87,058 | -1.5% | 1.48% | -3.6% | |
| MTSC | Sell | MTS SYS CORP | $5,240,000 | -1.9% | 77,339 | -0.8% | 1.33% | -5.2% |
| ZBH | Sell | ZIMMER HLDGS INC | $5,179,000 | -32.2% | 49,868 | -38.3% | 1.32% | -34.6% |
| Sell | ATMOS ENERGY CORP | $4,463,000 | -20.8% | 83,574 | -30.1% | 1.14% | -23.6% | |
| HRL | Sell | HORMEL FOODS CORP | $4,166,000 | -2.2% | 84,420 | -2.4% | 1.06% | -5.4% |
| PX | PRAXAIR INC | $593,000 | +1.4% | 4,464 | 0.0% | 0.15% | -1.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-08-07
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.