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SPEECE THORSON CAPITAL GROUP INC files portfolio update

SPEECE THORSON CAPITAL GROUP INC just filed a portfolio update (also known as a 13-F), dated April 25, 2016. The portfolio holdings are as of March 31, 2016.

SPEECE THORSON CAPITAL GROUP INC reported adding to its positions of:

  • Zimmer Holdings
  • White Mountains Insurance Group
  • Werner Enterprises
  • Valmont Industries
  • STERIS Corporation
  • Patterson Companies
  • Northern Trust Corporation
  • Norfolk Souther Corporation
  • Noble Corporation
  • National-Oilwell Varco
  • MTS Systems Corporation
  • Herman Miller
  • MGE Energy Inc.
  • M&T Bank Corporation
  • Leggett & Platt
  • Labor Smart, Inc.
  • IDEX Corporation
  • W.W. Grainger
  • Dril-Quip
  • Devon Energy Co rporation
  • DaVita Inc.
  • Commerce Bancshares
  • Cintas Corporation
  • CASEY CONTAINER CORP
  • ChemoCentryx
  • W.R. Berkley Corporation
  • Bed Bath & Beyond Inc.
  • Avnet
  • AptarGroup
  • Alleghany Corporation

Positions in the following companies appear to have been reduced:

  • Varian Medical Systems
  • Tidewater Inc.
  • Sonoco Products Company
  • J.M. Smucker Company (The)
  • Progressive Corporation (The)
  • Mercury General Corporation
  • Matica Enterprises Inc
  • Eaton Corporation
  • Clorox Company (The)
  • Asian Bamboo AG

It would appear as though SPEECE THORSON CAPITAL GROUP INC sold all of its holdings in:

  • Arrowhead Research Corporation

Brand new positions appear to have been established in:

  • Tiffany & Co.
  • Arrowstar Resources Ltd

Keep in mind, however, that typos are common in public filings, and that CUSIP numbers may not be accurate. Please verify the filing directly for confirmation of the above information.

To see SPEECE THORSON CAPITAL GROUP INC's latest available portfolio, click here.