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Speece Thorson Capital Group Inc Buys Mattel Inc, STERIS PLC, Clorox Co, Sells Commerce ...

Speece Thorson Capital Group Inc

  • New Purchases: ESV ,
  • Added Positions: MAT , STE , CLX, SJM, WSM, DVA, PGR, LEG, BBBY, ZBH,
  • Reduced Positions:CBSH, MTB, TIF, NTRS, ETN, MGEE, SON, Y, VAR, WTM,
  • Sold Out:PDCO, ABM, CTAS, MTSC, TDW,

For the details of SPEECE THORSON CAPITAL GROUP INC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=SPEECE+THORSON+CAPITAL+GROUP+INC

These are the top 5 holdings of SPEECE THORSON CAPITAL GROUP INC

  1. M&T Bank Corp ( MTB ) - 129,256 shares, 4.52% of the total portfolio. Shares reduced by 24.81%
  2. Alleghany Corp ( Y ) - 28,788 shares, 3.92% of the total portfolio. Shares reduced by 11.13%
  3. DaVita Inc ( DVA ) - 271,395 shares, 3.9% of the total portfolio. Shares added by 7.92%
  4. Northern Trust Corp ( NTRS ) - 192,324 shares, 3.83% of the total portfolio. Shares reduced by 26.56%
  5. Progressive Corp ( PGR ) - 434,114 shares, 3.45% of the total portfolio. Shares added by 8.59%

New Purchase: Ensco PLC (ESV)

Speece Thorson Capital Group Inc initiated holdings in Ensco PLC. The purchase prices were between $7.2 and $11, with an estimated average price of $8.96. The stock is now traded at around $11.79. The impact to the portfolio due to this purchase was 0.04%. The holdings were 19,000 shares as of 2016-12-31.

Added: Mattel Inc (MAT)

Speece Thorson Capital Group Inc added to the holdings in Mattel Inc by 107.38%. The purchase prices were between $27.55 and $33.09, with an estimated average price of $30.41. The stock is now traded at around $27.09. The impact to the portfolio due to this purchase was 1.76%. The holdings were 551,100 shares as of 2016-12-31.

Added: STERIS PLC (STE)

Speece Thorson Capital Group Inc added to the holdings in STERIS PLC by 94.82%. The purchase prices were between $64.4 and $72.23, with an estimated average price of $67.83. The stock is now traded at around $70.19. The impact to the portfolio due to this purchase was 1.11%. The holdings were 151,366 shares as of 2016-12-31.

Added: Clorox Co (CLX)

Speece Thorson Capital Group Inc added to the holdings in Clorox Co by 93.32%. The purchase prices were between $112.25 and $124.32, with an estimated average price of $117.93. The stock is now traded at around $121.15. The impact to the portfolio due to this purchase was 1.04%. The holdings were 80,071 shares as of 2016-12-31.

Added: JM Smucker Co (SJM)

Speece Thorson Capital Group Inc added to the holdings in JM Smucker Co by 25.79%. The purchase prices were between $124.74 and $135.39, with an estimated average price of $129.6. The stock is now traded at around $135.27. The impact to the portfolio due to this purchase was 0.56%. The holdings were 94,538 shares as of 2016-12-31.

Added: Williams-Sonoma Inc (WSM)

Speece Thorson Capital Group Inc added to the holdings in Williams-Sonoma Inc by 30.57%. The purchase prices were between $46.22 and $56.9, with an estimated average price of $50.97. The stock is now traded at around $48.90. The impact to the portfolio due to this purchase was 0.42%. The holdings were 166,166 shares as of 2016-12-31.

Sold Out: Patterson Companies Inc (PDCO)

Speece Thorson Capital Group Inc sold out the holdings in Patterson Companies Inc. The sale prices were between $38.74 and $48.36, with an estimated average price of $43.14.

Sold Out: ABM Industries Inc (ABM)

Speece Thorson Capital Group Inc sold out the holdings in ABM Industries Inc. The sale prices were between $37.82 and $44.78, with an estimated average price of $40.68.

Sold Out: Cintas Corp (CTAS)

Speece Thorson Capital Group Inc sold out the holdings in Cintas Corp. The sale prices were between $102.57 and $120.71, with an estimated average price of $112.3.

Sold Out: MTS Systems Corp (MTSC)

Speece Thorson Capital Group Inc sold out the holdings in MTS Systems Corp. The sale prices were between $42.49 and $57.4, with an estimated average price of $50.89.

Sold Out: Tidewater Inc (TDW)

Speece Thorson Capital Group Inc sold out the holdings in Tidewater Inc. The sale prices were between $1.49 and $4.33, with an estimated average price of $2.73.

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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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