0000900169-23-000002.txt : 20230209 0000900169-23-000002.hdr.sgml : 20230209 20230209122938 ACCESSION NUMBER: 0000900169-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230209 DATE AS OF CHANGE: 20230209 EFFECTIVENESS DATE: 20230209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SPEECE THORSON CAPITAL GROUP INC CENTRAL INDEX KEY: 0000900169 IRS NUMBER: 411701874 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-03607 FILM NUMBER: 23604956 BUSINESS ADDRESS: STREET 1: 601 CARLSON PKWY STREET 2: SUITE 850 CITY: MINNETONKA STATE: MN ZIP: 55305 BUSINESS PHONE: 6123384649 MAIL ADDRESS: STREET 1: 601 CARLSON PKWY STREET 2: SUITE 850 CITY: MINNETONKA STATE: MN ZIP: 55305 FORMER COMPANY: FORMER CONFORMED NAME: SPEECE LEWIS & THORSON INC DATE OF NAME CHANGE: 19990322 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0000900169 XXXXXXXX 12-31-2022 12-31-2022 SPEECE THORSON CAPITAL GROUP INC
601 CARLSON PKWY SUITE 850 MINNETONKA MN 55305
13F HOLDINGS REPORT 028-03607 N
Beth Hickey Portfolio Administrator 612-338-4649 Beth Hickey Minnetonka MN 02-09-2023 0 37 465985 false
INFORMATION TABLE 2 qiv2022.xml Q4 2022 APTARGROUP INC COM 038336103 9117 82898 SH SOLE 82898 0 0 ARROW ELECTRS INC COM 042735100 14421 137903 SH SOLE 137903 0 0 BERKLEY W R CORP COM 084423102 5502 75823 SH SOLE 75823 0 0 BROWN & BROWN INC COM 115236101 9076 159310 SH SOLE 159310 0 0 C H ROBINSON WORLDWIDE INC COM 12541W209 8747 95529 SH SOLE 95529 0 0 CASEYS GEN STORES INC COM 147528103 12480 55626 SH SOLE 55626 0 0 COMMERCE BANCSHARES INC COM 200525103 9453 138875 SH SOLE 138875 0 0 DAVITA HEALTHCARE PARTNERS COM 23918K108 11359 152129 SH SOLE 152129 0 0 DEVON ENERGY CORP NEW COM 25179M103 14333 233016 SH SOLE 233016 0 0 EATON CORP PLC SHS COM G29183103 8903 56726 SH SOLE 56726 0 0 FMC CORP COM 302491303 13422 107545 SH SOLE 107545 0 0 GENTEX CORP COM 371901109 11900 436381 SH SOLE 436381 0 0 HEXCEL CORP NEW COM 428291108 9067 154066 SH SOLE 154066 0 0 IDEX CORP COM 45167R104 11487 50310 SH SOLE 50310 0 0 INSIGHT ENTERPRISES INC COM 45765U103 11444 114127 SH SOLE 114127 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 8649 50558 SH SOLE 50558 0 0 LABORATORY CORP AMER HLDGS COM 50540R409 15497 65809 SH SOLE 65809 0 0 LEGGETT & PLATT INC COM 524660107 24173 750000 SH SOLE 750000 0 0 M & T BANK CORP COM 55261F104 16326 112545 SH SOLE 112545 0 0 MASONITE INTL CORP NEW COM 575385109 14049 174278 SH SOLE 174278 0 0 MERCURY GEN CORP NEW COM 589400100 10403 304179 SH SOLE 304179 0 0 MOHAWK INDS INC COM 608190104 13424 131328 SH SOLE 131328 0 0 MUELLER WTR PRODS INC COM 624758108 15887 1476533 SH SOLE 1476533 0 0 NORTHERN TRUST CORP COM 665859104 12872 145464 SH SOLE 145464 0 0 O REILLY AUTOMOTIVE INC COM 67103H107 18116 21464 SH SOLE 21464 0 0 PROGRESSIVE CORP OHIO COM 743315103 352 2710 SH SOLE 2710 0 0 RPM INTL INC COM 749685103 12407 127319 SH SOLE 127319 0 0 SCHEIN HENRY INC COM 806407102 8974 112361 SH SOLE 112361 0 0 SMUCKER J M CO COM 832696405 14087 88901 SH SOLE 88901 0 0 SONOCO PRODUCTS COM 835495102 13986 230376 SH SOLE 230376 0 0 STERIS PLC SHS USD COM G8473T100 14895 80648 SH SOLE 80648 0 0 TRACTOR SUPPLY CO COM 892356106 12161 54056 SH SOLE 54056 0 0 WABTEC CORP COM 929740108 9681 96995 SH SOLE 96995 0 0 WERNER ENTERPRISES INC COM 950755108 10680 265267 SH SOLE 265267 0 0 WHITE MOUNT INS GRP LTD COM G9618E107 21742 15373 SH SOLE 15373 0 0 WILLIAMS SONOMA INC COM 969904101 9367 81505 SH SOLE 81505 0 0 ZIMMER HLDGS INC COM 98956P102 27546 216045 SH SOLE 216045 0 0