13F-HR filed by SPEECE THORSON CAPITAL GROUP INC
SPEECE THORSON CAPITAL GROUP INC filed this 13F-HR for the quarter ended 2014-03-31, filed 2014-04-23, with 39 holding rows worth $379,535,000.
- Accession
- 0000900169-14-000002
- Filer
- CIK 900169
- Filed
- 2014-04-23
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2014
A holdings report, 39 entries on the cover page, a total value of $379,535,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $379,535,000 with VALUE read as thousands by filing date, 13F file number 028-03607. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| WHITE MTNS INS GROUP LTD | G9618E107 | COM | 29,961 | $17,974,000 | thousands by filing date | |
| PIEDMONT NATURAL GAS CO | 720186105 | COM | 479,321 | $16,963,000 | thousands by filing date | |
| NOBLE CORP PLC | G65431101 | SHS USD | 477,668 | $15,639,000 | thousands by filing date | |
| SONOCO PRODS CO | 835495102 | COM | 360,003 | $14,767,000 | thousands by filing date | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 147,413 | $14,324,000 | thousands by filing date | |
| ALLEGHANY CORP COM | 17175100 | COM | 34,369 | $14,001,000 | thousands by filing date | The CUSIP as filed is malformed. |
| LABORATORY CORP OF AMERICA | 50540R409 | COM NEW | 142,467 | $13,992,000 | thousands by filing date | |
| CASEYS GEN STORES INC | 147528103 | COM | 198,873 | $13,442,000 | thousands by filing date | |
| LEGGETT & PLATT INC | 524660107 | COM | 407,923 | $13,315,000 | thousands by filing date | |
| SMUCKER J M CO | 832696405 | COM NEW | 121,243 | $11,790,000 | thousands by filing date | |
| VALMONT INDS INC COM | 920253101 | Stock | 78,991 | $11,757,000 | thousands by filing date | |
| STERIS CORP | 859152100 | COMMON STOCK | 242,500 | $11,579,000 | thousands by filing date | |
| CR BARD INC | 67383109 | COM | 76,942 | $11,386,000 | thousands by filing date | The CUSIP as filed is malformed. |
| VARIAN MED SYS INC | 92220P105 | COM | 132,788 | $11,153,000 | thousands by filing date | |
| NORTHERN TR CORP COM | 665859104 | Stock | 164,699 | $10,798,000 | thousands by filing date | |
| M & T BK CORP COM | 55261F104 | Stock | 86,097 | $10,444,000 | thousands by filing date | |
| CINTAS CORP COM | 172908105 | Stock | 169,789 | $10,121,000 | thousands by filing date | |
| ULTRA PETROLEUM CORP | 903914109 | COM | 368,144 | $9,899,000 | thousands by filing date | |
| Arrow Electronics Inc | 42735100 | CS | 166,146 | $9,862,000 | thousands by filing date | The CUSIP as filed is malformed. |
| Eaton Corp. Plc | G29183103 | COM | 128,184 | $9,629,000 | thousands by filing date | |
| BED, BATH, AND BEYOND | 75896100 | COM | 139,230 | $9,579,000 | thousands by filing date | The CUSIP as filed is malformed. |
| Progressive Corporation | 743315103 | COM | 391,713 | $9,487,000 | thousands by filing date | |
| TIDEWATER INC | 886423102 | COM | 191,680 | $9,319,000 | thousands by filing date | |
| WERNER ENTERPRISES INC | 950755108 | COM | 353,713 | $9,023,000 | thousands by filing date | |
| PATTERSON COS INC | 703395103 | COM | 215,216 | $8,987,000 | thousands by filing date | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 80,798 | $7,642,000 | thousands by filing date | |
| CLOROX CO DEL | 189054109 | COM | 85,383 | $7,515,000 | thousands by filing date | |
| AVNET INC | 53807103 | COM | 149,031 | $6,934,000 | thousands by filing date | The CUSIP as filed is malformed. |
| IDEX CORP COM | 45167R104 | Stock | 92,425 | $6,737,000 | thousands by filing date | |
| COMMERCE BANCSHARES INC | 200525103 | COM | 144,676 | $6,716,000 | thousands by filing date | |
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 123,327 | $6,461,000 | thousands by filing date | |
| BERKLEY W R CORPORATION | 84423102 | COM | 151,621 | $6,310,000 | thousands by filing date | The CUSIP as filed is malformed. |
| Aptargroup Inc | 38336103 | Equities | 88,398 | $5,843,000 | thousands by filing date | The CUSIP as filed is malformed. |
| MERCURY GENL CORP NEW | 589400100 | COM | 129,384 | $5,833,000 | thousands by filing date | |
| ATMOS ENERGY CORP | 49560105 | COM | 119,624 | $5,638,000 | thousands by filing date | The CUSIP as filed is malformed. |
| MTS SYSTEMS CORP | 553777103 | COM | 77,989 | $5,341,000 | thousands by filing date | |
| ABM INDS INC | 957100 | COM | 156,244 | $4,490,000 | thousands by filing date | The CUSIP as filed is malformed. |
| HORMEL FOODS CORP COM | 440452100 | Stock | 86,460 | $4,260,000 | thousands by filing date | |
| PRAXAIR INC | 74005P104 | COM | 4,464 | $585,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000900169-14-000002 | this filing | 2014-04-23 | acceptance time not in the bulk data set |