0000900169-22-000001.txt : 20220208 0000900169-22-000001.hdr.sgml : 20220208 20220208124057 ACCESSION NUMBER: 0000900169-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220208 DATE AS OF CHANGE: 20220208 EFFECTIVENESS DATE: 20220208 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: 22600144 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 12-31-2021 12-31-2021 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 02-08-2022 0 47 523185 false INFORMATION TABLE 2 qiv2021.xml Q4 2021 ALLEGHANY CORP DEL COM 017175100 12056 18060 SH SOLE 18060 0 0 APTARGROUP INC COM 038336103 5721 46707 SH SOLE 46707 0 0 ARROW ELECTRS INC COM 042735100 17910 133386 SH SOLE 133386 0 0 AVNET INC COM 053807103 871 21115 SH SOLE 21115 0 0 BERKLEY W R CORP COM 084423102 6385 77502 SH SOLE 77502 0 0 C H ROBINSON WORLDWIDE INC COM 12541W209 15248 141669 SH SOLE 141669 0 0 CASEYS GEN STORES INC COM 147528103 11653 59046 SH SOLE 59046 0 0 CIMAREX ENERGY CO COM 171798101 0 12805 SH SOLE 12805 0 0 CLOROX CO DEL COM 189054109 1020 5849 SH SOLE 5849 0 0 COMMERCE BANCSHARES INC COM 200525103 8218 119551 SH SOLE 119551 0 0 DAVITA HEALTHCARE PARTNERS COM 23918K108 21247 186774 SH SOLE 186774 0 0 DEVON ENERGY CORP NEW COM 25179M103 11987 272129 SH SOLE 272129 0 0 EATON CORP PLC SHS COM G29183103 11769 68099 SH SOLE 68099 0 0 EOG RES INC COM 26875P101 9479 106715 SH SOLE 106715 0 0 FMC CORP COM 302491303 20919 190362 SH SOLE 190362 0 0 HEXCEL CORP NEW COM 428291108 7743 149480 SH SOLE 149480 0 0 HORMEL FOODS CORP COM 440452100 7457 152781 SH SOLE 152781 0 0 IDEX CORP COM 45167R104 6022 25484 SH SOLE 25484 0 0 INSIGHT ENTERPRISES INC COM 45765U103 11778 110484 SH SOLE 110484 0 0 INSTALLED BLDG PRODS INC COM 45780R101 5178 37060 SH SOLE 37060 0 0 LABORATORY CORP AMER HLDGS COM 50540R409 16870 53691 SH SOLE 53691 0 0 LEGGETT & PLATT INC COM 524660107 29304 711955 SH SOLE 711955 0 0 M & T BANK CORP COM 55261F104 30296 197266 SH SOLE 197266 0 0 MASONITE INTL CORP NEW COM 575385109 18174 154084 SH SOLE 154084 0 0 MILLER HERMAN INC COM 600544100 457 11673 SH SOLE 11673 0 0 MOHAWK INDS INC COM 608190104 17554 96355 SH SOLE 96355 0 0 MSA SAFETY INC COM 553498106 540 3579 SH SOLE 3579 0 0 MUELLER WTR PRODS INC COM 624758108 17123 1189086 SH SOLE 1189086 0 0 NATIONAL OILWELL VARCO INC COM 637071101 0 30500 SH SOLE 30500 0 0 NORFOLK SOUTHN CORP COM 655844108 661 2220 SH SOLE 2220 0 0 NORTHERN TRUST CORP COM 665859104 18773 156955 SH SOLE 156955 0 0 O REILLY AUTOMOTIVE INC COM 67103H107 18211 25786 SH SOLE 25786 0 0 PROGRESSIVE CORP OHIO COM 743315103 11084 107979 SH SOLE 107979 0 0 RPM INTL INC COM 749685103 9637 95416 SH SOLE 95416 0 0 SCHEIN HENRY INC COM 806407102 7132 91988 SH SOLE 91988 0 0 SMUCKER J M CO COM 832696405 20011 147338 SH SOLE 147338 0 0 SONOCO PRODUCTS COM 835495102 14364 248129 SH SOLE 248129 0 0 STERIS PLC SHS USD COM G8473T100 8584 35264 SH SOLE 35264 0 0 TRACTOR SUPPLY CO COM 892356106 16308 68349 SH SOLE 68349 0 0 TRIMBLE INC COM 896239100 7107 81511 SH SOLE 81511 0 0 VALMONT INDS INC COM 920253101 1090 4353 SH SOLE 4353 0 0 VARIAN MED SYS INC COM 92220P105 0 13638 SH SOLE 13638 0 0 WABTEC CORP COM 929740108 11835 128492 SH SOLE 128492 0 0 WERNER ENTERPRISES INC COM 950755108 5023 105399 SH SOLE 105399 0 0 WHITE MOUNT INS GRP LTD COM G9618E107 18191 17942 SH SOLE 17942 0 0 WILLIAMS SONOMA INC COM 969904101 11642 68835 SH SOLE 68835 0 0 ZIMMER HLDGS INC COM 98956P102 20553 161782 SH SOLE 161782 0 0