0000900169-20-000002.txt : 20200508 0000900169-20-000002.hdr.sgml : 20200508 20200508132502 ACCESSION NUMBER: 0000900169-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200508 DATE AS OF CHANGE: 20200508 EFFECTIVENESS DATE: 20200508 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: 20859781 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 03-31-2020 03-31-2020 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 03-31-2020 0 44 290256 false INFORMATION TABLE 2 qi20.xml Q1 2020 ALLEGHANY CORP DEL COM 017175100 6436 11652 SH SOLE 11652 0 0 APTARGROUP INC COM 038336103 4810 48327 SH SOLE 48327 0 0 ARROW ELECTRS INC COM 042735100 9468 182542 SH SOLE 182542 0 0 AVNET INC COM 053807103 4837 192691 SH SOLE 192691 0 0 BERKLEY W R CORP COM 084423102 4162 79780 SH SOLE 79780 0 0 C H ROBINSON WORLDWIDE INC COM 12541W209 10341 156205 SH SOLE 156205 0 0 CASEYS GEN STORES INC COM 147528103 7311 55178 SH SOLE 55178 0 0 CIMAREX ENERGY CO COM 171798101 2353 139791 SH SOLE 139791 0 0 CLOROX CO DEL COM 189054109 7539 43515 SH SOLE 43515 0 0 COMMERCE BANCSHARES INC COM 200525103 5627 111756 SH SOLE 111756 0 0 DAVITA HEALTHCARE PARTNERS COM 23918K108 12462 163841 SH SOLE 163841 0 0 DEVON ENERGY CORP NEW COM 25179M103 2091 302593 SH SOLE 302593 0 0 EATON CORP PLC SHS COM G29183103 10055 129427 SH SOLE 129427 0 0 FMC CORP COM 302491303 7818 95701 SH SOLE 95701 0 0 HEXCEL CORP NEW COM 428291108 3455 92894 SH SOLE 92894 0 0 HORMEL FOODS CORP COM 440452100 3797 81407 SH SOLE 81407 0 0 IDEX CORP COM 45167R104 3614 26167 SH SOLE 26167 0 0 INSIGHT ENTERPRISES INC COM 45765U103 2471 58651 SH SOLE 58651 0 0 LABORATORY CORP AMER HLDGS COM 50540R409 10079 79747 SH SOLE 79747 0 0 LEGGETT & PLATT INC COM 524660107 11365 425972 SH SOLE 425972 0 0 M & T BANK CORP COM 55261F104 9709 93873 SH SOLE 93873 0 0 MASONITE INTL CORP NEW COM 575385109 6938 146224 SH SOLE 146224 0 0 MILLER HERMAN INC COM 600544100 2289 103110 SH SOLE 103110 0 0 MOHAWK INDS INC COM 608190104 7516 98585 SH SOLE 98585 0 0 MSA SAFETY INC COM 553498106 362 3579 SH SOLE 3579 0 0 MUELLER WTR PRODS INC COM 624758108 11456 1430224 SH SOLE 1430224 0 0 NATIONAL OILWELL VARCO INC COM 637071101 3278 333509 SH SOLE 333509 0 0 NORFOLK SOUTHN CORP COM 655844108 3035 20790 SH SOLE 20790 0 0 NORTHERN TRUST CORP COM 665859104 10599 140465 SH SOLE 140465 0 0 O REILLY AUTOMOTIVE INC COM 67103H107 11350 37703 SH SOLE 37703 0 0 PROGRESSIVE CORP OHIO COM 743315103 8212 111216 SH SOLE 111216 0 0 RPM INTL INC COM 749685103 2806 47158 SH SOLE 47158 0 0 SMUCKER J M CO COM 832696405 12274 110574 SH SOLE 110574 0 0 SONOCO PRODUCTS COM 835495102 13341 287830 SH SOLE 287830 0 0 STERIS PLC SHS USD COM G8473T100 4708 33634 SH SOLE 33634 0 0 TIFFANY & CO NEW COM 886547108 660 5097 SH SOLE 5097 0 0 TRACTOR SUPPLY CO COM 892356106 7243 85664 SH SOLE 85664 0 0 VALMONT INDS INC COM 920253101 461 4353 SH SOLE 4353 0 0 VARIAN MED SYS INC COM 92220P105 10785 105052 SH SOLE 105052 0 0 WABTEC CORP COM 929740108 3722 77333 SH SOLE 77333 0 0 WERNER ENTERPRISES INC COM 950755108 5544 152904 SH SOLE 152904 0 0 WHITE MOUNT INS GRP LTD COM G9618E107 11230 12341 SH SOLE 12341 0 0 WILLIAMS SONOMA INC COM 969904101 4216 99155 SH SOLE 99155 0 0 ZIMMER HLDGS INC COM 98956P102 8431 83407 SH SOLE 83407 0 0