13F-HR 1 qiii06.txt 13F SPEECE THORSON CAPITAL GROUP FORM 13F SUMMARY PAGE AS OF DATE: 9/30/06 REPORT SUMMARY: NUMBER OF OTHER INCLUDED MANAGERS: 0 FORM 13F INFORMATION TABLE ENTRY TOTAL: 42 FORM 13F INFORMATION TABLE VALUE TOTAL: $225,186,000 LIST OF OTHER INCLUDED MANAGERS: 13F FILE NUMBER: 28-3666 SPEECE THORSON CAPITAL GROUP FORM 13F INFORMATION TABLE AS OF DATE: 9/30/06 NAME OF TITLE VALUE SHARES SH INVSTMT VOTING AUTHORITY ISSUER OF CLASS CUSIP (x$1000) PRN PRN DSCRETN SOLE SHARED NONE ------------------------------------------------------------------------ ABM INDS COM 000957100 5560 296350 SH SOLE 296350 0 0 APTAR GRP COM 038336103 6869 135000 SH SOLE 135000 0 0 ATMOS EN COM 049560105 7269 254600 SH SOLE 254600 0 0 AVNET INC COM 053807103 7298 371950 SH SOLE 371950 0 0 AXCELIS TECH COM 054540109 2433 345550 SH SOLE 345550 0 0 BARD C R COM 067383109 6701 89350 SH SOLE 89350 0 0 BELO, A.H. COM 080555105 2808 177600 SH SOLE 177600 0 0 BORDERS GP COM 099709107 5648 276850 SH SOLE 276850 0 0 BOWATER COM 102183100 4593 223300 SH SOLE 223300 0 0 BRIGGS & STR COM 109043109 2459 89250 SH SOLE 89250 0 0 CASEYS STOR COM 147528103 7694 345500 SH SOLE 345500 0 0 CLOROX COM 189054109 6817 108200 SH SOLE 108200 0 0 COMMERCE BC COM 200525103 5386 106505 SH SOLE 106505 0 0 COOPER COS COM 216648402 2825 52800 SH SOLE 52800 0 0 DEVON ENERGY COM 25179M103 5431 86000 SH SOLE 86000 0 0 DIEBOLD INC. COM 253651103 3607 82860 SH SOLE 82860 0 0 EATON CORP COM 278058102 9633 139920 SH SOLE 139920 0 0 EDWARDS, A.G. COM 281760108 5053 94830 SH SOLE 94830 0 0 ENSCO INTL COM 26874Q100 4333 98850 SH SOLE 98850 0 0 ETAB DELHAIZE COM 29759W101 5136 61397 SH SOLE 61396 0 0 ETHAN ALLEN COM 297602104 5344 154190 SH SOLE 154190 0 0 FLOWSERVE COM 34354P105 2178 43050 SH SOLE 43050 0 0 GLOBAL SF COM G3930E101 4474 89500 SH SOLE 89500 0 0 GRAINGER, WW COM 384802104 7162 106870 SH SOLE 106870 0 0 JOURNAL COMM COM 481130102 2998 266000 SH SOLE 266000 0 0 LEGGETT & PL COM 524660107 10349 413460 SH SOLE 413460 0 0 MEDTRONIC COM 585055106 204 4400 SH SOLE 4400 0 0 MERCANTILE BK COM 587405101 3116 85925 SH SOLE 85925 0 0 MERCURY GEN COM 589400100 8483 171000 SH SOLE 171000 0 0 METTLER-TOL COM 592688105 9133 138060 SH SOLE 138060 0 0 MOHAWK IND INC COM 608190104 2293 30800 SH SOLE 30800 0 0 NISOURCE COM 65473P105 6685 307500 SH SOLE 307500 0 0 NORTHERN TR COM 665859104 6954 119017 SH SOLE 119017 0 0 PRAXAIR INC COM 74005P104 589 9964 SH SOLE 9964 0 0 SHERWIN WMS COM 824348106 6450 115640 SH SOLE 115640 0 0 SIGMA ALD COM 826552101 4026 53200 SH SOLE 53200 0 0 SMUCKERS, JM COM 832696405 7610 158700 SH SOLE 158700 0 0 SONOCO PROD COM 835495102 7287 216610 SH SOLE 216610 0 0 TIDEWATER COM 886423102 4273 96700 SH SOLE 96700 0 0 TRANSATLANTIC COM 893521104 8041 133100 SH SOLE 133100 0 0 WERNER ENT COM 950755108 7710 412100 SH SOLE 412100 0 0 wHITE MOUNT COM G9618E107 2271 4570 SH SOLE 4570 0 0 LINE COUNT: 42