0000900169-14-000003.txt : 20140807 0000900169-14-000003.hdr.sgml : 20140807 20140807115829 ACCESSION NUMBER: 0000900169-14-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140807 DATE AS OF CHANGE: 20140807 EFFECTIVENESS DATE: 20140807 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SPEECE THORSON CAPITAL GROUP INC CENTRAL INDEX KEY: 0000900169 IRS NUMBER: 411701874 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-03607 FILM NUMBER: 141022571 BUSINESS ADDRESS: STREET 1: 225 SOUTH ST. ST STREET 2: SUITE 2575 CITY: MINNEAPOLIS STATE: MN ZIP: 55402 BUSINESS PHONE: 6123384649 MAIL ADDRESS: STREET 1: 225 SOUTH ST. ST STREET 2: SUITE 2575 CITY: MINNEAPOLIS STATE: MN ZIP: 55402 FORMER COMPANY: FORMER CONFORMED NAME: SPEECE LEWIS & THORSON INC DATE OF NAME CHANGE: 19990322 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000900169 XXXXXXXX 06-30-2014 06-30-2014 SPEECE THORSON CAPITAL GROUP INC

225 SOUTH ST. ST SUITE 2575 MINNEAPOLIS MN 55402

13F HOLDINGS REPORT 028-03607 N Beth Hickey 612-338-4649 Beth Hickey Minneapolis MN 08-07-2014 0 39 392827000 false INFORMATION TABLE 2 qii14.xml ABM INDS INC COM 957100 7971 295444 SH SOLE 295444 0 0 ALLEGHANY CORP DEL COM 17175100 14933 34084 SH SOLE 34084 0 0 APTARGROUP INC COM 38336103 5834 87058 SH SOLE 87058 0 0 ARROW ELECTRS INC COM 42735100 9953 164756 SH SOLE 164756 0 0 ATMOS ENERGY CORP COM 49560105 4463 83574 SH SOLE 83574 0 0 AVNET INC COM 53807103 6546 147721 SH SOLE 147721 0 0 BARD C R INC COM 67383109 10895 76182 SH SOLE 76182 0 0 BED BATH & BEYOND INC COM 75896100 9809 170940 SH SOLE 170940 0 0 BERKLEY W R CORP COM 84423102 6966 150411 SH SOLE 150411 0 0 C H ROBINSON WORLDWIDE INC COM 12541W209 7802 122307 SH SOLE 122307 0 0 CASEYS GEN STORES INC COM 147528103 13868 197303 SH SOLE 197303 0 0 CINTAS CORP COM 172908105 10700 168399 SH SOLE 168399 0 0 CLOROX CO DEL COM 189054109 7716 84423 SH SOLE 84423 0 0 COMMERCE BANCSHARES INC COM 200525103 6676 143566 SH SOLE 143566 0 0 EATON CORP PLC SHS COM G29183103 9815 127164 SH SOLE 127164 0 0 HORMEL FOODS CORP COM 440452100 4166 84420 SH SOLE 84420 0 0 IDEX CORP COM 45167R104 7402 91675 SH SOLE 91675 0 0 LABORATORY CORP AMER HLDGS COM 50540R409 14465 141257 SH SOLE 141257 0 0 LEGGETT & PLATT INC COM 524660107 13862 404373 SH SOLE 404373 0 0 M & T BANK CORP COM 55261F104 12412 100057 SH SOLE 100057 0 0 MERCURY GEN CORP NEW COM 589400100 6043 128464 SH SOLE 128464 0 0 MTS SYS CORP COM 553777103 5240 77339 SH SOLE 77339 0 0 NOBLE CORP PLC SHS USD COM G65431101 15900 473778 SH SOLE 473778 0 0 NORFOLK SOUTHN CORP COM 655844108 15044 146013 SH SOLE 146013 0 0 NORTHERN TRUST CORP COM 665859104 10480 163209 SH SOLE 163209 0 0 PATTERSON COMPANIES INC COM 703395103 8437 213546 SH SOLE 213546 0 0 PIEDMONT NAT'L GAS CO INC. COM 720186105 17786 475431 SH SOLE 475431 0 0 PRAXAIR INC COM 74005P104 593 4464 SH SOLE 4464 0 0 PROGRESSIVE CORP OHIO COM 743315103 9854 388563 SH SOLE 388563 0 0 SMUCKER J M CO COM 832696405 14986 140623 SH SOLE 140623 0 0 SONOCO PRODUCTS COM 835495102 15676 356833 SH SOLE 356833 0 0 STERIS CORP COM 859152100 10228 191251 SH SOLE 191251 0 0 TIDEWATER INC COM 886423102 13101 233330 SH SOLE 233330 0 0 ULTRA PETROLEUM CORP COM 903914109 7804 262854 SH SOLE 262854 0 0 VALMONT INDS INC COM 920253101 11904 78341 SH SOLE 78341 0 0 VARIAN MED SYS INC COM 92220P105 10939 131568 SH SOLE 131568 0 0 WERNER ENTERPRISES INC COM 950755108 9296 350643 SH SOLE 350643 0 0 WHITE MOUNT INS GRP LTD COM G9618E107 18083 29721 SH SOLE 29721 0 0 ZIMMER HLDGS INC COM 98956P102 5179 49868 SH SOLE 49868 0 0