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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 October 26, 2015. The portfolio holdings are as of September 30, 2015.

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

  • Zimmer Holdings
  • Tidewater Inc.
  • Noble Corporation
  • DaVita Inc.
  • Bed Bath & Beyond Inc.

Positions in the following companies appear to have been reduced:

  • White Mountains Insurance Group
  • Werner Enterprises
  • Varian Medical Systems
  • Valmont Industries
  • STERIS...

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