0000900169-21-000004.txt : 20211028
0000900169-21-000004.hdr.sgml : 20211028
20211028105116
ACCESSION NUMBER: 0000900169-21-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211028
DATE AS OF CHANGE: 20211028
EFFECTIVENESS DATE: 20211028
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: 211355866
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
09-30-2021
09-30-2021
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
10-28-2021
0
48
477500
false
INFORMATION TABLE
2
qiii21.xml
Q3 2021
ALLEGHANY CORP DEL
COM
017175100
11232
17989
SH
SOLE
17989
0
0
APTARGROUP INC
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038336103
5553
46531
SH
SOLE
46531
0
0
ARROW ELECTRS INC
COM
042735100
18687
166416
SH
SOLE
166416
0
0
AVNET INC
COM
053807103
781
21115
SH
SOLE
21115
0
0
BERKLEY W R CORP
COM
084423102
5651
77224
SH
SOLE
77224
0
0
C H ROBINSON WORLDWIDE INC
COM
12541W209
13823
158884
SH
SOLE
158884
0
0
CASEYS GEN STORES INC
COM
147528103
11087
58833
SH
SOLE
58833
0
0
CIMAREX ENERGY CO
COM
171798101
0
12805
SH
SOLE
12805
0
0
CLOROX CO DEL
COM
189054109
969
5849
SH
SOLE
5849
0
0
COMMERCE BANCSHARES INC
COM
200525103
7906
113457
SH
SOLE
113457
0
0
DAVITA HEALTHCARE PARTNERS
COM
23918K108
19466
167433
SH
SOLE
167433
0
0
DEVON ENERGY CORP NEW
COM
25179M103
9627
271100
SH
SOLE
271100
0
0
EATON CORP PLC SHS
COM
G29183103
10138
67902
SH
SOLE
67902
0
0
EOG RES INC
COM
26875P101
8528
106238
SH
SOLE
106238
0
0
FMC CORP
COM
302491303
17374
189751
SH
SOLE
189751
0
0
HEXCEL CORP NEW
COM
428291108
6227
104841
SH
SOLE
104841
0
0
HILL ROM HLDGS INC
COM
431475102
11774
78493
SH
SOLE
78493
0
0
HORMEL FOODS CORP
COM
440452100
6240
152193
SH
SOLE
152193
0
0
IDEX CORP
COM
45167R104
5242
25332
SH
SOLE
25332
0
0
INSIGHT ENTERPRISES INC
COM
45765U103
9912
110038
SH
SOLE
110038
0
0
INSTALLED BLDG PRODS INC COM
COM
45780R101
3955
36915
SH
SOLE
36915
0
0
LABORATORY CORP AMER HLDGS
COM
50540R409
15060
53512
SH
SOLE
53512
0
0
LEGGETT & PLATT INC
COM
524660107
17643
393455
SH
SOLE
393455
0
0
M & T BANK CORP
COM
55261F104
29380
196731
SH
SOLE
196731
0
0
MASONITE INTL CORP NEW
COM
575385109
16295
153542
SH
SOLE
153542
0
0
MILLER HERMAN INC
COM
600544100
440
11673
SH
SOLE
11673
0
0
MOHAWK INDS INC
COM
608190104
14095
79451
SH
SOLE
79451
0
0
MSA SAFETY INC
COM
553498106
521
3579
SH
SOLE
3579
0
0
MUELLER WTR PRODS INC
COM
624758108
17741
1165618
SH
SOLE
1165618
0
0
NATIONAL OILWELL VARCO INC
COM
637071101
0
30500
SH
SOLE
30500
0
0
NORFOLK SOUTHN CORP
COM
655844108
4807
20093
SH
SOLE
20093
0
0
NORTHERN TRUST CORP
COM
665859104
16861
156394
SH
SOLE
156394
0
0
O REILLY AUTOMOTIVE INC
COM
67103H107
17836
29189
SH
SOLE
29189
0
0
PROGRESSIVE CORP OHIO
COM
743315103
9726
107598
SH
SOLE
107598
0
0
RPM INTL INC
COM
749685103
9696
124865
SH
SOLE
124865
0
0
SCHEIN HENRY INC
COM
806407102
4510
59214
SH
SOLE
59214
0
0
SMUCKER J M CO
COM
832696405
17625
146835
SH
SOLE
146835
0
0
SONOCO PRODUCTS
COM
835495102
14731
247240
SH
SOLE
247240
0
0
STERIS PLC SHS USD
COM
G8473T100
7179
35142
SH
SOLE
35142
0
0
TRACTOR SUPPLY CO
COM
892356106
13797
68094
SH
SOLE
68094
0
0
TRIMBLE INC
COM
896239100
6677
81179
SH
SOLE
81179
0
0
VALMONT INDS INC
COM
920253101
1023
4353
SH
SOLE
4353
0
0
VARIAN MED SYS INC
COM
92220P105
0
13638
SH
SOLE
13638
0
0
WABTEC CORP
COM
929740108
11034
127992
SH
SOLE
127992
0
0
WERNER ENTERPRISES INC
COM
950755108
4651
105054
SH
SOLE
105054
0
0
WHITE MOUNT INS GRP LTD
COM
G9618E107
19124
17879
SH
SOLE
17879
0
0
WILLIAMS SONOMA INC
COM
969904101
9844
55512
SH
SOLE
55512
0
0
ZIMMER HLDGS INC
COM
98956P102
13032
89039
SH
SOLE
89039
0
0