-----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, Vy8XSyrQp8KfZx2TgbePzncGFFF89RwibO2Mt2JreoPWtywNWYzGt83xiJ8fv0U2 gjAwsIkYE02GVsP3yq6y+A== 0000900169-03-000007.txt : 20030818 0000900169-03-000007.hdr.sgml : 20030818 20030818123221 ACCESSION NUMBER: 0000900169-03-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20030630 FILED AS OF DATE: 20030818 EFFECTIVENESS DATE: 20030818 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: 03852337 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 qii03.txt 13F FILING SEC13F.LNS SPEECE THORSON CAPITAL GROUP FORM 13F SUMMARY PAGE AS OF DATE: 06/30/03 REPORT SUMMARY: NUMBER OF OTHER INCLUDED MANAGERS: 0 FORM 13F INFORMATION TABLE ENTRY TOTAL: 36 FORM 13F INFORMATION TABLE VALUE TOTAL: $263,396,000 LIST OF OTHER INCLUDED MANAGERS: NO. 13F FILE NUMBER NAME PORTVUE-SEC13F.LNP SPEECE THORSON CAPITAL GROUP FORM 13F INFORMATION TABLE AS OF DATE: 06/30/03 NAME OF TITLE VALUE SHARES SH INVSTMT VOTING AUTHORITY ISSUER OF CLASS CUSIP (x$1000) PRN PRN DSCRETN SOLE SHARED NONE - ------------------------------------------------------------------------ AVNET INC COM 053807103 2899 228628 SH SOLE 228628 0 0 AXCELIS TECH COM 054540109 3342 547000 SH SOLE 547000 0 0 BARD C R COM 067383109 5826 81700 SH SOLE 81700 0 0 BORDERS GROUP COM 099709107 8773 498179 SH SOLE 498179 0 0 BOWATER COM 102183100 7390 197328 SH SOLE 197328 0 0 CASEYS STORES COM 147528103 12235 866500 SH SOLE 866500 0 0 CENTURYTEL COM 156700106 11609 333122 SH SOLE 333122 0 0 COMMERCE BANC COM 200525103 5688 146138 SH SOLE 146138 0 0 CROMPTON CORP COM 227116100 8176 1159783 SH SOLE 1159783 0 0 DEVON ENERGY COM 25179M103 10040 188014 SH SOLE 188014 0 0 EATON CORP COM 278058102 8144 103600 SH SOLE 103600 0 0 ENSCO INTL COM 26874Q100 8160 303361 SH SOLE 303361 0 0 ETAB DELHAIZE COM 29759W101 10199 332639 SH SOLE 332639 0 0 FEDERAL SIGNAL COM 313855108 390 22200 SH SOLE 22200 0 0 FLOWSERVE CORP COM 34354P105 10242 520700 SH SOLE 520700 0 0 FURNITURE BRNDS COM 360921100 8010 306900 SH SOLE 306900 0 0 GLOBAL SANTAFE COM G3930E101 6874 294514 SH SOLE 294514 0 0 HANCOCK JOHN FI COM 41014S106 8429 274300 SH SOLE 274300 0 0 HORMEL GEO COM 440452100 8974 378653 SH SOLE 378653 0 0 JEFFERSON PILOT COM 475070108 10269 247688 SH SOLE 247688 0 0 KEMET CORP COM 488360108 2399 237500 SH SOLE 237500 0 0 KEYSPAN CORP COM 49337W100 11135 314114 SH SOLE 314114 0 0 MARTIN MARIETTA COM 573284106 8366 248900 SH SOLE 248900 0 0 MBIA INC COM 55262C100 1121 23001 SH SOLE 23001 0 0 MDU RESOURCES COM 552690109 6524 194800 SH SOLE 194800 0 0 METTLER-TOLEDO COM 592688105 10786 294300 SH SOLE 294300 0 0 MYLAN LABS COM 628530107 782 22500 SH SOLE 22500 0 0 NORTHERN TRUST COM 665859104 6136 147500 SH SOLE 147500 0 0 PRAXAIR INC COM 74005P104 5725 95250 SH SOLE 95250 0 0 PRINCIPAL FIN COM 74251V102 687 21300 SH SOLE 21300 0 0 SHERWIN WMS COM 824348106 8967 333608 SH SOLE 333608 0 0 SNAP ON TOOLS COM 833034101 10350 356543 SH SOLE 356543 0 0 SONOCO PRODUCTS COM 835495102 7725 321600 SH SOLE 321600 0 0 SOUTHTRUST COM 844730101 8050 298136 SH SOLE 298136 0 0 TIDEWATER COM 886423102 8521 290129 SH SOLE 290129 0 0 XL CAPITAL COM G98255105 10453 125939 SH SOLE 125939 0 0 LINE COUNT: 36 -----END PRIVACY-ENHANCED MESSAGE-----