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13F-HR filed by SPEECE THORSON CAPITAL GROUP INC

SPEECE THORSON CAPITAL GROUP INC filed this 13F-HR for the quarter ended 2015-03-31, filed 2015-04-30, with 40 holding rows worth $426,279,000.

Accession
0000900169-15-000002
Filed
2015-04-30
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2015

A holdings report, 40 entries on the cover page, a total value of $426,279,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $426,279,000 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 filedCUSIPClassAmountValueValue read asType
WHITE MTNS INS GROUP LTDG9618E107COM30,816$21,094,000thousands by filing date
ALLEGHANY CORP COM17175100 COM40,472$19,710,000thousands by filing dateThe CUSIP as filed is malformed.
SMUCKER J M CO832696405COM NEW159,610$18,472,000thousands by filing date
M & T BK CORP COM55261F104Stock131,315$16,677,000thousands by filing date
BED, BATH, AND BEYOND75896100 COM210,350$16,150,000thousands by filing dateThe CUSIP as filed is malformed.
SONOCO PRODS CO835495102COM352,103$16,007,000thousands by filing date
Progressive Corporation743315103COM577,043$15,696,000thousands by filing date
LEGGETT & PLATT INC524660107COM315,483$14,541,000thousands by filing date
CASEYS GEN STORES INC147528103COM158,144$14,249,000thousands by filing date
NORFOLK SOUTHN CORP COM655844108Stock135,253$13,920,000thousands by filing date
Eaton Corp. PlcG29183103COM204,354$13,884,000thousands by filing date
LABORATORY CORP OF AMERICA50540R409COM NEW107,387$13,540,000thousands by filing date
VARIAN MED SYS INC92220P105COM136,697$12,862,000thousands by filing date
PIEDMONT NATURAL GAS CO720186105COM334,451$12,345,000thousands by filing date
NORTHERN TR CORP COM665859104Stock169,739$11,822,000thousands by filing date
CR BARD INC67383109 COM70,220$11,751,000thousands by filing dateThe CUSIP as filed is malformed.
PATTERSON COS INC703395103COM231,326$11,286,000thousands by filing date
NOBLE CORP PLCG65431101SHS USD777,828$11,107,000thousands by filing date
COMMERCE BANCSHARES INC200525103COM260,081$11,007,000thousands by filing date
AVNET INC53807103 COM236,301$10,515,000thousands by filing dateThe CUSIP as filed is malformed.
Arrow Electronics Inc42735100 CS165,616$10,127,000thousands by filing dateThe CUSIP as filed is malformed.
VALMONT INDS INC COM920253101Stock81,541$10,020,000thousands by filing date
ABM INDS INC957100 COM310,354$9,888,000thousands by filing dateThe CUSIP as filed is malformed.
Aptargroup Inc38336103 Equities155,278$9,863,000thousands by filing dateThe CUSIP as filed is malformed.
CLOROX CO DEL189054109COM87,933$9,707,000thousands by filing date
WERNER ENTERPRISES INC950755108COM307,283$9,652,000thousands by filing date
WW GRAINGER INC COM384802104Stock37,465$8,835,000thousands by filing date
TIDEWATER INC886423102COM416,808$7,978,000thousands by filing date
MERCURY GENL CORP NEW589400100COM134,434$7,764,000thousands by filing date
BERKLEY W R CORPORATION84423102 COM153,231$7,740,000thousands by filing dateThe CUSIP as filed is malformed.
STERIS CORP859152100COMMON STOCK104,331$7,331,000thousands by filing date
ZIMMER BIOMET HOLDINGS INC COM98956P102Stock52,288$6,145,000thousands by filing date
MTS SYSTEMS CORP553777103COM80,280$6,073,000thousands by filing date
DAVITA INC COM23918K108Stock62,680$5,095,000thousands by filing date
IDEX CORP COM45167R104Stock66,115$5,014,000thousands by filing date
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock66,307$4,855,000thousands by filing date
ATMOS ENERGY CORP49560105 COM87,514$4,840,000thousands by filing dateThe CUSIP as filed is malformed.
CINTAS CORP COM172908105Stock54,819$4,475,000thousands by filing date
PEDIATRIX MEDICAL GROUP INC58502B106COM53,317$3,866,000thousands by filing date
PRAXAIR INC74005P104COM3,114$376,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000900169-15-000002this filing2015-04-30acceptance time not in the bulk data set