SPEECE THORSON CAPITAL GROUP INC Information

225 SOUTH ST. ST, MINNEAPOLIS, Minnesota, 55402, (612) 338-4649

Report Date: 03/31/2014

Position Statistics

Total Positions 40
New Positions 0
Increased Positions 12
Decreased Positions 28
Positions with Activity 40
Sold Out Positions 1
Total Mkt Value (in $ millions) 384

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 5.34%
Capital Goods 4.94%
Conglomerates
Consumer Cyclical 3.54%
Consumer/Non-Cyclical 6.23%
Energy 8.71%
Financial 21.76%
Healthcare 17.51%
Services 9.6%
Technology 7.94%
Transportation 8.47%
Utilities 5.97%

40 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WHITE MTNS INS GROUP LTD COM 18,366 1,097 6.35 29,961
PIEDMONT NAT GAS INC COM 17,021 2,150 14.46 479,321
NORFOLK SOUTHERN CORP COM 15,279 -1,963 (11.39) 147,413
NOBLE CORP PLC SHS USD 15,247 1,953 14.69 477,668
LABORATORY CORP AMER HLDGS COM NEW 15,083 -2 (0.01) 142,467
SONOCO PRODS CO COM 14,422 -1,875 (11.5) 360,003
ALLEGHANY CORP DEL COM 14,340 2,514 21.26 34,369
LEGGETT & PLATT INC COM 13,596 2,253 19.86 407,923
CASEYS GEN STORES INC COM 13,281 2,340 21.39 198,873
STERIS CORP COM 12,661 4,198 49.60 242,500
SMUCKER J M CO COM NEW 12,380 3,366 37.33 121,243
VALMONT INDS INC COM 11,784 -3 (0.03) 78,991
BARD C R INC COM 11,650 -1,914 (14.11) 76,942
NORTHERN TR CORP COM 11,180 -85 (0.75) 164,699
VARIAN MED SYS INC COM 11,033 -2,679 (19.54) 132,788
CINTAS CORP COM 10,765 -2,323 (17.75) 169,789
M & T BK CORP COM 10,565 1,985 23.14 86,097
ARROW ELECTRS INC COM 9,799 -2,155 (18.03) 166,146
TIDEWATER INC COM 9,298 -4 (0.04) 191,680
PROGRESSIVE CORP OHIO COM 9,276 2,874 44.90 391,713


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