SPEECE THORSON CAPITAL GROUP INC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 40
New Positions 1
Increased Positions 5
Decreased Positions 35
Positions with Activity 40
Sold Out Positions 0
Total Mkt Value (in $ millions) 415

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

Sector Weighting

Basic Materials 5.18%
Capital Goods 3.52%
Conglomerates
Consumer Cyclical 4.89%
Consumer/Non-Cyclical 7.56%
Energy 4.73%
Financial 25.05%
Healthcare 16.7%
Services 12.08%
Technology 8.19%
Transportation 7.17%
Utilities 4.93%

40 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SMUCKER J M CO COM NEW 21,795 2,130 10.83 187,870
WHITE MTNS INS GROUP LTD COM 20,835 -270 (1.28) 30,461
ALLEGHANY CORP DEL COM 19,306 -266 (1.36) 39,927
LABORATORY CORP AMER HLDGS COM NEW 17,171 -228 (1.31) 135,047
LEGGETT & PLATT INC COM 16,381 -2,712 (14.2) 361,143
CASEYS GEN STORES INC COM 15,817 -4,364 (21.63) 178,014
PIEDMONT NAT GAS INC COM 15,720 -210 (1.32) 429,861
BED BATH & BEYOND INC COM 15,650 -221 (1.39) 207,390
PROGRESSIVE CORP OHIO COM 15,385 1,832 13.52 569,183
M & T BK CORP COM 15,039 -201 (1.32) 120,337
NORFOLK SOUTHERN CORP COM 13,822 -184 (1.32) 133,393
SONOCO PRODS CO COM 13,510 -3,312 (19.69) 298,163
PATTERSON COMPANIES INC COM 13,080 -176 (1.33) 268,416
VARIAN MED SYS INC COM 12,644 -162 (1.27) 134,887
NORTHERN TR CORP COM 11,609 -155 (1.31) 167,449
WERNER ENTERPRISES INC COM 11,143 -153 (1.35) 363,663
EATON CORP PLC SHS 10,855 -143 (1.3) 162,744
NOBLE CORP PLC SHS USD 10,417 1,026 10.92 727,438
ABM INDS INC COM 9,794 -134 (1.35) 306,054
VALMONT INDS INC COM 9,704 -129 (1.31) 80,431


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