SPEECE THORSON CAPITAL GROUP INC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 41
New Positions 0
Increased Positions 10
Decreased Positions 30
Positions with Activity 40
Sold Out Positions 1
Total Mkt Value (in $ millions) 377

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

Sector Weighting

Basic Materials 6.27%
Capital Goods 5.2%
Conglomerates
Consumer Cyclical 2.98%
Consumer/Non-Cyclical 5.7%
Energy 10.39%
Financial 19.55%
Healthcare 17.48%
Services 8.11%
Technology 9.72%
Transportation 8.52%
Utilities 6.09%

41 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SONOCO PRODS CO COM 17,122 -275 (1.58) 406,803
WHITE MTNS INS GROUP LTD COM 16,858 -251 (1.47) 28,171
NORFOLK SOUTHERN CORP COM 16,015 -2,215 (12.15) 166,353
ULTRA PETROLEUM CORP COM 15,262 -234 (1.51) 519,454
PIEDMONT NAT GAS INC COM 14,987 3,263 27.83 418,761
LABORATORY CORP AMER HLDGS COM NEW 14,435 255 1.80 142,487
VARIAN MED SYS INC COM 13,248 -208 (1.55) 165,028
NOBLE CORP PLC SHS USD 12,645 1,565 14.13 416,488
BARD C R INC COM 12,496 -1,984 (13.7) 89,582
ARROW ELECTRS INC COM 12,044 -2,488 (17.12) 202,686
CINTAS CORP COM 11,897 -3,079 (20.56) 206,429
VALMONT INDS INC COM 11,850 2,187 22.63 79,011
ALLEGHANY CORP DEL COM 11,598 2,056 21.55 28,344
LEGGETT & PLATT INC COM 11,214 1,993 21.61 340,333
CASEYS GEN STORES INC COM 10,926 -1,877 (14.66) 163,833
EATON CORP PLC SHS 10,889 -186 (1.68) 147,514
NORTHERN TR CORP COM 9,856 -142 (1.42) 165,949
TIDEWATER INC COM 9,417 -141 (1.48) 191,760
WERNER ENTERPRISES INC COM 9,072 -143 (1.55) 353,813
PATTERSON COMPANIES INC COM 8,909 -142 (1.56) 217,086