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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 (2016Q3)
Original 13F HR (0000900169-16-000008) filed in 2016.10.31
#
Name
Shares
Value ($)
%
Options
Notes
1 M & T BK CORP 171,903 19,958 4.28%
2 EATON CORP PLC 278,214 18,281 3.92%
3 NORTHERN TRUST 261,879 17,805 3.82%
4 Alleghany Corp Del 32,393 17,007 3.65%
5 SONOCO PRODS CO 321,802 17,001 3.65%
6 DAVITA INC 251,474 16,615 3.57%
7 WHITE MOUNTAINS INSURANCE GRP LTD 18,493 15,349 3.29%
8 NATIONAL OILWELL 410,444 15,080 3.24%
9 TIFFANY 199,752 14,508 3.11%
10 DRIL-QUIP INC 257,514 14,354 3.08%
11 WERNER ENTERPRISES INC COM 611,811 14,237 3.06%
12 LABORATORY CORP AMER HLDGS 101,381 13,938 2.99%
13 Commerce Bancshares Inc 282,328 13,907 2.98%
14 BED BATH & BEYOND INC 318,873 13,747 2.95%
15 CASEY'S GENERAL STORES INC COM 114,409 13,746 2.95%
16 VARIAN MED SYS I 137,649 13,700 2.94%
17 Arrow Electronics Inc 211,953 13,559 2.91%
18 LEGGETT &PLATT INC 286,057 13,038 2.80%
19 PROGRESSIVE CORP OHIO 399,766 12,593 2.70%
20 Aptar 160,616 12,433 2.67%
21 SMUCKER J M CO 75,153 10,186 2.19%
22 NOBLE CORP PLC 1,588,755 10,073 2.16%
23 Avnet Inc 244,513 10,040 2.15%
24 NORFOLK SOUTHN CORP 99,243 9,633 2.07%
25 Bard C R Incorporated 42,006 9,421 2.02%
26 WR BERKLEY CORP 158,238 9,140 1.96%
27 VALMONT INDS INC 67,425 9,073 1.95%
28 MGE ENERGY INC 156,796 8,861 1.90%
29 GRAINGER W W INC 38,717 8,705 1.87%
30 MILLER HERMAN INC 304,151 8,699 1.87%
31 ZIMMER BIOMET HLDGS INC 65,762 8,550 1.83%
32 MATTEL INC 265,750 8,047 1.73%
33 PATTERSON COS INC 146,968 6,752 1.45%
34 C.H. ROBINSON WORLDW 92,464 6,515 1.40%
35 WILLIAMS SONOMA INC COM 127,263 6,501 1.40%
36 IDEX CORP 68,336 6,394 1.37%
37 A B M Industries Inc 157,857 6,267 1.34%
38 STERIS PLC SHS USD 77,696 5,680 1.22%
39 MERCURY GENL CORP NEW 101,362 5,560 1.19%
40 CLOROX CO DEL 41,419 5,185 1.11%
41 DEVON ENERGY CORP NEW 112,627 4,968 1.07%
42 CINTAS 5,570 627 0.13%
43 MTS SYS CORP 5,019 231 0.05%
44 TIDEWATER INC COM 12,843 36 0.01%