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Institutional Investment Manager
SPEECE THORSON CAPITAL GROUP INC
SPEECE THORSON CAPITAL GROUP INC (CIK: 0000900169) incorporated in Minnesota, located at 601 Carlson Pkwy, Minnetonka, MN. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Original 13F HR (0000900169-15-000001) filed in 2015.01.27
#
Name
Shares
Value ($)
%
Options
Notes
1 WHITE MOUNTAINS INSURANCE GRP LTD 30,461 19,194 4.67%
2 SMUCKER J M CO 187,870 18,971 4.62%
3 Alleghany Corp Del 39,927 18,506 4.50%
4 PIEDMONT NAT GAS INC 429,861 16,941 4.12%
5 CASEY'S GENERAL STORES INC COM 178,014 16,078 3.91%
6 BED BATH & BEYOND INC 207,390 15,797 3.84%
7 LEGGETT &PLATT INC 361,143 15,388 3.74%
8 PROGRESSIVE CORP OHIO 569,183 15,362 3.74%
9 M & T BK CORP 120,337 15,117 3.68%
10 NORFOLK SOUTHERN CORP 133,393 14,621 3.56%
11 LABORATORY CORP AMER HLDGS 135,047 14,572 3.55%
12 SONOCO PRODS CO 298,163 13,030 3.17%
13 PATTERSON COS INC 268,416 12,911 3.14%
14 NOBLE CORP PLC 727,438 12,054 2.93%
15 VARIAN MED SYS INC 134,887 11,669 2.84%
16 WERNER ENTERPRISES INC 363,663 11,328 2.76%
17 NORTHERN TRUST 167,449 11,286 2.75%
18 TIDEWATER INC 345,108 11,185 2.72%
19 EATON CORP PLC 162,744 11,060 2.69%
20 VALMONT INDS INC 80,431 10,215 2.49%
21 Bard C R Incorporated 55,840 9,304 2.26%
22 CLOROX CO DEL 86,743 9,039 2.20%
23 A B M Industries Inc 306,054 8,768 2.13%
24 Avnet Inc 201,481 8,668 2.11%
25 CINTAS CORP 106,929 8,388 2.04%
26 Aptar 119,768 8,005 1.95%
27 Arrow Electronics Inc 137,066 7,935 1.93%
28 WR BERKLEY CORP 151,491 7,765 1.89%
29 MERCURY GENL CORP NEW 132,574 7,513 1.83%
30 COMMERCE BANCSHARES INC 154,649 6,726 1.64%
31 STERIS PLC 102,861 6,671 1.62%
32 MTS SYS CORP 79,400 5,957 1.45%
33 ZIMMER BIOMET HLDGS INC 51,568 5,849 1.42%
34 IDEX CORP 65,305 5,083 1.24%
35 C H ROBINSON WORLDWIDE INC 65,377 4,896 1.19%
36 Atmos Energy Corp 86,634 4,829 1.17%
37 GRAINGER W W INC 16,650 4,244 1.03%
38 MEDNAX INC 52,467 3,469 0.84%
39 ULTRA PETROLEUM CORP 165,894 2,183 0.53%
40 PRAXAIR INC 3,214 416 0.10%