SPEECE THORSON CAPITAL GROUP INC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 41
New Positions 1
Increased Positions 28
Decreased Positions 12
Positions with Activity 40
Sold Out Positions 2
Total Mkt Value (in $ millions) 421

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

Sector Weighting

Basic Materials 5.89%
Capital Goods 3.51%
Conglomerates
Consumer Cyclical 5.43%
Consumer/Non-Cyclical 6.55%
Energy 4.86%
Financial 23.48%
Healthcare 16.6%
Services 13.02%
Technology 8.01%
Transportation 7.2%
Utilities 5.44%

41 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CASEYS GEN STORES INC COM 20,910 2,746 15.12 227,136
WHITE MTNS INS GROUP LTD COM 19,748 726 3.82 30,856
LEGGETT & PLATT INC COM 18,715 736 4.10 420,933
ALLEGHANY CORP DEL COM 18,390 2,905 18.76 40,477
SMUCKER J M CO COM NEW 18,051 3,076 20.54 169,513
PIEDMONT NAT GAS INC COM 17,724 -1,621 (8.38) 435,591
SONOCO PRODS CO COM 16,495 641 4.04 371,263
BED BATH & BEYOND INC COM 16,115 3,017 23.04 210,320
LABORATORY CORP AMER HLDGS COM NEW 16,050 -518 (3.13) 136,837
NORFOLK SOUTHERN CORP COM 14,163 -1,136 (7.42) 135,173
M & T BK CORP COM 14,051 2,522 21.88 121,947
PATTERSON COMPANIES INC COM 13,926 2,994 27.39 272,036
PROGRESSIVE CORP OHIO COM 13,282 2,989 29.04 501,393
VARIAN MED SYS INC COM 11,917 441 3.84 136,620
STERIS CORP COM 11,668 -989 (7.81) 176,311
NORTHERN TR CORP COM 11,348 433 3.96 169,679
WERNER ENTERPRISES INC COM 11,240 549 5.14 368,653
EATON CORP PLC SHS 11,050 2,528 29.67 164,894
NOBLE CORP PLC SHS USD 10,840 3,009 38.42 655,798
BARD C R INC COM 10,175 -3,400 (25.05) 57,101