0000900169-22-000004.txt : 20221103 0000900169-22-000004.hdr.sgml : 20221103 20221103141709 ACCESSION NUMBER: 0000900169-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221103 DATE AS OF CHANGE: 20221103 EFFECTIVENESS DATE: 20221103 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: 221357426 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 09-30-2022 09-30-2022 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 11-03-2022 0 38 438355 false INFORMATION TABLE 2 qiii22.xml APTARGROUP INC COM 038336103 6491 68308 SH SOLE 68308 0 0 ARROW ELECTRS INC COM 042735100 12713 137903 SH SOLE 137903 0 0 BERKLEY W R CORP COM 084423102 4897 75823 SH SOLE 75823 0 0 BROWN & BROWN INC COM 115236101 4644 76779 SH SOLE 76779 0 0 C H ROBINSON WORLDWIDE INC COM 12541W209 10844 112598 SH SOLE 112598 0 0 CASEYS GEN STORES INC COM 147528103 11265 55626 SH SOLE 55626 0 0 COMMERCE BANCSHARES INC COM 200525103 7271 109904 SH SOLE 109904 0 0 DAVITA HEALTHCARE PARTNERS COM 23918K108 12592 152129 SH SOLE 152129 0 0 DEVON ENERGY CORP NEW COM 25179M103 14098 234458 SH SOLE 234458 0 0 EATON CORP PLC SHS COM G29183103 9089 68155 SH SOLE 68155 0 0 FMC CORP COM 302491303 15099 142852 SH SOLE 142852 0 0 GENTEX CORP COM 371901109 10403 436381 SH SOLE 436381 0 0 HEXCEL CORP NEW COM 428291108 7968 154066 SH SOLE 154066 0 0 IDEX CORP COM 45167R104 10054 50310 SH SOLE 50310 0 0 INSIGHT ENTERPRISES INC COM 45765U103 9405 114127 SH SOLE 114127 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 7956 50558 SH SOLE 50558 0 0 LABORATORY CORP AMER HLDGS COM 50540R409 11903 58115 SH SOLE 58115 0 0 LEGGETT & PLATT INC COM 524660107 28672 863084 SH SOLE 863084 0 0 M & T BANK CORP COM 55261F104 19844 112545 SH SOLE 112545 0 0 MASONITE INTL CORP NEW COM 575385109 12424 174278 SH SOLE 174278 0 0 MERCURY GEN CORP NEW COM 589400100 7581 266745 SH SOLE 266745 0 0 MOHAWK INDS INC COM 608190104 11976 131328 SH SOLE 131328 0 0 MUELLER WTR PRODS INC COM 624758108 15164 1476533 SH SOLE 1476533 0 0 NORTHERN TRUST CORP COM 665859104 10354 121011 SH SOLE 121011 0 0 O REILLY AUTOMOTIVE INC COM 67103H107 17303 24601 SH SOLE 24601 0 0 PROGRESSIVE CORP OHIO COM 743315103 315 2710 SH SOLE 2710 0 0 RPM INTL INC COM 749685103 10607 127319 SH SOLE 127319 0 0 SCHEIN HENRY INC COM 806407102 6233 94772 SH SOLE 94772 0 0 SMUCKER J M CO COM 832696405 12216 88901 SH SOLE 88901 0 0 SONOCO PRODUCTS COM 835495102 13069 230376 SH SOLE 230376 0 0 STERIS PLC SHS USD COM G8473T100 9177 55189 SH SOLE 55189 0 0 TRACTOR SUPPLY CO COM 892356106 10048 54056 SH SOLE 54056 0 0 TRIMBLE INC COM 896239100 13159 242468 SH SOLE 242468 0 0 WABTEC CORP COM 929740108 10319 126849 SH SOLE 126849 0 0 WERNER ENTERPRISES INC COM 950755108 9974 265267 SH SOLE 265267 0 0 WHITE MOUNT INS GRP LTD COM G9618E107 21035 16143 SH SOLE 16143 0 0 WILLIAMS SONOMA INC COM 969904101 9605 81505 SH SOLE 81505 0 0 ZIMMER HLDGS INC COM 98956P102 22588 216045 SH SOLE 216045 0 0