0000900169-19-000004.txt : 20190730 0000900169-19-000004.hdr.sgml : 20190730 20190730105908 ACCESSION NUMBER: 0000900169-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190730 DATE AS OF CHANGE: 20190730 EFFECTIVENESS DATE: 20190730 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: 19983724 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 06-30-2019 06-30-2019 SPEECE THORSON CAPITAL GROUP INC
225 SOUTH ST. ST SUITE 2575 MINNEAPOLIS MN 55402
13F HOLDINGS REPORT 028-03607 N
Beth Hickey Portfolio Administrator 612-338-4649 Beth Hickey Minneapolis MN 06-30-2019 0 42 375546 false
INFORMATION TABLE 2 qii19.xml ALLEGHANY CORP DEL COM 017175100 11771 17283 SH SOLE 17283 0 0 APTARGROUP INC COM 038336103 6306 50716 SH SOLE 50716 0 0 ARROW ELECTRS INC COM 042735100 13615 191037 SH SOLE 191037 0 0 AVNET INC COM 053807103 9145 202021 SH SOLE 202021 0 0 BERKLEY W R CORP COM 084423102 5518 83702 SH SOLE 83702 0 0 C H ROBINSON WORLDWIDE INC COM 12541W209 10731 127217 SH SOLE 127217 0 0 CASEYS GEN STORES INC COM 147528103 8057 51651 SH SOLE 51651 0 0 CIMAREX ENERGY CO COM 171798101 6805 114703 SH SOLE 114703 0 0 CLOROX CO DEL COM 189054109 8754 57173 SH SOLE 57173 0 0 COMMERCE BANCSHARES INC COM 200525103 6664 111692 SH SOLE 111692 0 0 DAVITA HEALTHCARE PARTNERS COM 23918K108 16345 290518 SH SOLE 290518 0 0 DEVON ENERGY CORP NEW COM 25179M103 6979 244705 SH SOLE 244705 0 0 EATON CORP PLC SHS COM G29183103 15429 185267 SH SOLE 185267 0 0 FMC CORP COM 302491303 4039 48696 SH SOLE 48696 0 0 HORMEL FOODS CORP COM 440452100 3461 85371 SH SOLE 85371 0 0 IDEX CORP COM 45167R104 4723 27437 SH SOLE 27437 0 0 LABORATORY CORP AMER HLDGS COM 50540R409 14459 83626 SH SOLE 83626 0 0 LEGGETT & PLATT INC COM 524660107 14229 370845 SH SOLE 370845 0 0 M & T BANK CORP COM 55261F104 16745 98461 SH SOLE 98461 0 0 MASONITE INTL CORP NEW COM 575385109 8281 157189 SH SOLE 157189 0 0 MERCURY GEN CORP NEW COM 589400100 219 3500 SH SOLE 3500 0 0 MILLER HERMAN INC COM 600544100 9543 213491 SH SOLE 213491 0 0 MOHAWK INDS INC COM 608190104 8870 60148 SH SOLE 60148 0 0 MSA SAFETY INC COM 553498106 3714 35243 SH SOLE 35243 0 0 MUELLER WTR PRODS INC COM 624758108 17240 1755554 SH SOLE 1755554 0 0 NATIONAL OILWELL VARCO INC COM 637071101 6193 278591 SH SOLE 278591 0 0 NOBLE CORP PLC SHS USD COM G65431101 27 14320 SH SOLE 14320 0 0 NORFOLK SOUTHN CORP COM 655844108 4349 21820 SH SOLE 21820 0 0 NORTHERN TRUST CORP COM 665859104 13196 146623 SH SOLE 146623 0 0 O REILLY AUTOMOTIVE INC COM 67103H107 11149 30188 SH SOLE 30188 0 0 PROGRESSIVE CORP OHIO COM 743315103 8086 101158 SH SOLE 101158 0 0 SMUCKER J M CO COM 832696405 10489 91060 SH SOLE 91060 0 0 SONOCO PRODUCTS COM 835495102 13476 206248 SH SOLE 206248 0 0 STERIS PLC SHS USD COM G8473T100 11118 74680 SH SOLE 74680 0 0 TIFFANY & CO NEW COM 886547108 6666 71188 SH SOLE 71188 0 0 VALMONT INDS INC COM 920253101 5468 43116 SH SOLE 43116 0 0 VARIAN MED SYS INC COM 92220P105 10741 78906 SH SOLE 78906 0 0 WABTEC CORP COM 929740108 5334 74327 SH SOLE 74327 0 0 WERNER ENTERPRISES INC COM 950755108 6346 204195 SH SOLE 204195 0 0 WHITE MOUNT INS GRP LTD COM G9618E107 13189 12912 SH SOLE 12912 0 0 WILLIAMS SONOMA INC COM 969904101 8424 129602 SH SOLE 129602 0 0 ZIMMER HLDGS INC COM 98956P102 9653 81986 SH SOLE 81986 0 0