-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, UCSy4TufUyHZCxVPqzZntpT4skYMaX7ldiF12N7EA2smmOlOPuTzesfQM6NHa8bY u/9vcQMRXvwilLlmlLuz0w== 0000900169-02-000003.txt : 20020726 0000900169-02-000003.hdr.sgml : 20020726 20020726160710 ACCESSION NUMBER: 0000900169-02-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20020630 FILED AS OF DATE: 20020726 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: 02712187 BUSINESS ADDRESS: STREET 1: 2270 METROPOLITAN CENTRE STREET 2: 333 S. 7TH STREET CITY: MINNEAPOLIS STATE: MN ZIP: 55402-2433 BUSINESS PHONE: 6123384649 MAIL ADDRESS: STREET 1: 2270 METROPOLITAN CENTRE STREET 2: 333 S. 7TH STREET CITY: MINNEAPOLIS STATE: MN ZIP: 55402-2433 FORMER COMPANY: FORMER CONFORMED NAME: SPEECE LEWIS & THORSON INC DATE OF NAME CHANGE: 19990322 13F-HR 1 qii02.txt EC13F.LNS SPEECE THORSON CAPITAL GROUP FORM 13F SUMMARY PAGE AS OF DATE: 06/30/02 RUN DATE: 07/22/02 2:17 P.M. REPORT SUMMARY: NUMBER OF OTHER INCLUDED MANAGERS: 0 FORM 13F INFORMATION TABLE ENTRY TOTAL: 37 FORM 13F INFORMATION TABLE VALUE TOTAL: $240,391,000 LIST OF OTHER INCLUDED MANAGERS: SPEECE THORSON CAPITAL GROUP FORM 13F INFORMATION TABLE AS OF DATE: 06/30/02 NAME OF TITLE VALUE SHARES SH INVSTMT VOTING AUTHORITY ISSUER OF CLASS CUSIP (x$1000) PRN PRN DSCRETN SOLE SHARED NONE - ------------------------------ ---------------- -------------- -------- AVNET COM 053807103 6244 283928 SH SOLE 283928 0 0 AXCELIS TECH COM 054540109 4034 357000 SH SOLE 357000 0 0 BARD C R COM 067383109 5584 98700 SH SOLE 98700 0 0 BORDERS GROUP COM 099709107 8571 465829 SH SOLE 465829 0 0 BOWATER COM 102183100 7760 142728 SH SOLE 142728 0 0 CASEYS GEN STO COM 147528103 6114 507800 SH SOLE 507800 0 0 CENTURYTEL COM 156700106 10352 350922 SH SOLE 350922 0 0 COMMERCE BANC COM 200525103 6573 148583 SH SOLE 148583 0 0 COOPER IND COM G24182100 5867 149300 SH SOLE 149300 0 0 CROMPTON CORP COM 227116100 8559 671283 SH SOLE 671283 0 0 DEVON ENERGY COM 25179M103 7107 144214 SH SOLE 144214 0 0 DPL INC COM COM 233293109 8843 334327 SH SOLE 334327 0 0 EATON CORP COM 278058102 5667 77900 SH SOLE 77900 0 0 ENSCO INTL COM 26874Q100 3186 116861 SH SOLE 116861 0 0 DELHAIZE FRERSP COM 29759W101 9892 212360 SH SOLE 212360 0 0 FEDERAL SIGNAL COM 313855108 6931 288771 SH SOLE 288771 0 0 FLOWSERVE CORP COM 34354P105 7450 250000 SH SOLE 250000 0 0 GLOBAL SANTAFE COM G3930E101 5457 199514 SH SOLE 199514 0 0 GUIDANT CORP COM 401698105 4099 135600 SH SOLE 135600 0 0 HANCOCK JOHN FI COM 41014S106 2094 59500 SH SOLE 59500 0 0 HORMEL GEO COM 440452100 7382 308353 SH SOLE 308353 0 0 JEFFERSON PILOT COM 475070108 9483 201763 SH SOLE 201763 0 0 KEMET CORP COM 488360108 3526 197400 SH SOLE 197400 0 0 KEYSPAN CORP COM 49337W100 6870 182464 SH SOLE 182464 0 0 MARTIN MARIETTA COM 573284106 7753 198800 SH SOLE 198800 0 0 MAY DEPT STORES COM 577778103 4851 147300 SH SOLE 147300 0 0 MBIA INC COM 55262C100 7992 141382 SH SOLE 141382 0 0 MYLAN LABS INC COM 628530107 4286 136700 SH SOLE 136700 0 0 NCR CORP NEW COM 62886E108 5484 158493 SH SOLE 158493 0 0 NICOR INC COM 654086107 6148 134386 SH SOLE 134386 0 0 PRAXAIR INC COM 74005P104 6594 115750 SH SOLE 115750 0 0 PRINCIPAL FIN COM 74251V102 7437 239900 SH SOLE 239900 0 0 SHERWIN WMS COM 824348106 5992 200208 SH SOLE 200208 0 0 SNAP ON TOOLS COM 833034101 6610 222643 SH SOLE 222643 0 0 SOUTHTRUST CORP COM 844730101 5123 196136 SH SOLE 196136 0 0 TIDEWATER COM 886423102 5782 175629 SH SOLE 175629 0 0 XL CAPITAL COM G98255105 8694 102639 SH SOLE 102639 0 0 LINE COUNT: 37 -----END PRIVACY-ENHANCED MESSAGE-----