0000900169-19-000002.txt : 20190211 0000900169-19-000002.hdr.sgml : 20190211 20190211115914 ACCESSION NUMBER: 0000900169-19-000002 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190211 DATE AS OF CHANGE: 20190211 EFFECTIVENESS DATE: 20190211 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-03607 FILM NUMBER: 19583663 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/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0000900169 XXXXXXXX 12-31-2018 12-31-2018 true 1 RESTATEMENT 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 02-11-2019 0 41 333816 false INFORMATION TABLE 2 qiv18.xml Q4 2018 ALLEGHANY CORP DEL COM 017175100 11177 17931 SH SOLE 17931 0 0 APTARGROUP INC COM 038336103 6675 70957 SH SOLE 70957 0 0 ARROW ELECTRS INC COM 042735100 11241 163030 SH SOLE 163030 0 0 AVNET INC COM 053807103 7382 204487 SH SOLE 204487 0 0 BERKLEY W R CORP COM 084423102 7742 104753 SH SOLE 104753 0 0 C H ROBINSON WORLDWIDE INC COM 12541W209 5101 60665 SH SOLE 60665 0 0 CASEYS GEN STORES INC COM 147528103 9480 73982 SH SOLE 73982 0 0 CIMAREX ENERGY CO COM 171798101 3842 62324 SH SOLE 62324 0 0 CLOROX CO DEL COM 189054109 10345 67115 SH SOLE 67115 0 0 COMMERCE BANCSHARES INC COM 200525103 6523 115711 SH SOLE 115711 0 0 DAVITA HEALTHCARE PARTNERS COM 23918K108 13552 263352 SH SOLE 263352 0 0 DEVON ENERGY CORP NEW COM 25179M103 5681 252050 SH SOLE 252050 0 0 DRIL-QUIP IN COM 262037104 5458 181763 SH SOLE 181763 0 0 EATON CORP PLC SHS COM G29183103 14164 206291 SH SOLE 206291 0 0 HORMEL FOODS CORP COM 440452100 3765 88222 SH SOLE 88222 0 0 IDEX CORP COM 45167R104 3625 28707 SH SOLE 28707 0 0 LABORATORY CORP AMER HLDGS COM 50540R409 10896 86230 SH SOLE 86230 0 0 LEGGETT & PLATT INC COM 524660107 13540 377779 SH SOLE 377779 0 0 M & T BANK CORP COM 55261F104 14575 101832 SH SOLE 101832 0 0 MASONITE INTL CORP NEW COM 575385109 7122 158857 SH SOLE 158857 0 0 MILLER HERMAN INC COM 600544100 6644 219636 SH SOLE 219636 0 0 MOHAWK INDS INC COM 608190104 4755 40654 SH SOLE 40654 0 0 MSA SAFETY INC COM 553498106 4695 49799 SH SOLE 49799 0 0 MUELLER WTR PRODS INC COM 624758108 10081 1107800 SH SOLE 1107800 0 0 NATIONAL OILWELL VARCO INC COM 637071101 7391 287576 SH SOLE 287576 0 0 NOBLE CORP PLC SHS USD COM G65431101 3407 1300546 SH SOLE 1300546 0 0 NORFOLK SOUTHN CORP COM 655844108 3441 23009 SH SOLE 23009 0 0 NORTHERN TRUST CORP COM 665859104 10786 129036 SH SOLE 129036 0 0 O REILLY AUTOMOTIVE INC COM 67103H107 12205 35446 SH SOLE 35446 0 0 PROGRESSIVE CORP OHIO COM 743315103 7989 132416 SH SOLE 132416 0 0 SMUCKER J M CO COM 832696405 9230 98723 SH SOLE 98723 0 0 SONOCO PRODUCTS COM 835495102 12909 242973 SH SOLE 242973 0 0 STERIS PLC SHARES COM G84720104 9763 91375 SH SOLE 91375 0 0 TIFFANY & CO NEW COM 886547108 5907 73364 SH SOLE 73364 0 0 VALMONT INDS INC COM 920253101 7097 63962 SH SOLE 63962 0 0 VARIAN MED SYS INC COM 92220P105 9219 81361 SH SOLE 81361 0 0 WABTEC CORP COM 929740108 3460 49249 SH SOLE 49249 0 0 WERNER ENTERPRISES INC COM 950755108 7705 260829 SH SOLE 260829 0 0 WHITE MOUNT INS GRP LTD COM G9618E107 13041 15205 SH SOLE 15205 0 0 WILLIAMS SONOMA INC COM 969904101 5366 106372 SH SOLE 106372 0 0 ZIMMER HLDGS INC COM 98956P102 6839 65938 SH SOLE 65938 0 0