Speece Thorson Capital Group Inc Buys Hexcel Corp, Leggett & Platt Inc, RPM International Inc, Sells Valmont Industries Inc, Eaton Corp PLC, MSA Safety Inc

• New Purchases: HXL, RPM, NSIT,
• Added Positions: LEG, ORLY, SJM, FMC, TSCO, ZBH, MWA, SON, WAB, CHRW, MHK, CASY,
• Reduced Positions: VMI, ETN, MSA, DOOR, CLX, DVA, WERN, VAR, MTB, WTM, LH, ARW, NTRS, Y, DVN, WSM, CBSH, NOV, PGR, XEC, AVT, ATR, WRB, STE, NSC, IEX, HRL, MLHR,

For the details of SPEECE THORSON CAPITAL GROUP INC's stock buys and sells, go to https://www.gurufocus.com/guru/speece+thorson+capital+group+inc/current-portfolio/portfolio

1. Sonoco Products Co (SON) - 287,830 shares, 4.60% of the total portfolio. Shares added by 12.64%
2. DaVita Inc (DVA) - 163,841 shares, 4.29% of the total portfolio. Shares reduced by 12.54%
3. JM Smucker Co (SJM) - 110,574 shares, 4.23% of the total portfolio. Shares added by 25.33%
4. Mueller Water Products, Inc. (MWA) - 1,430,224 shares, 3.95% of the total portfolio. Shares added by 16.93%
5. Leggett & Platt Inc (LEG) - 425,972 shares, 3.92% of the total portfolio. Shares added by 33.18%

Speece Thorson Capital Group Inc initiated holding in Hexcel Corp. The purchase prices were between $29.51 and $79.89, with an estimated average price of $65.06. The stock is now traded at around $29.57. The impact to a portfolio due to this purchase was 1.19%. The holding were 92,894 shares as of .

Speece Thorson Capital Group Inc initiated holding in RPM International Inc. The purchase prices were between $46.81 and $76.76, with an estimated average price of $69.18. The stock is now traded at around $68.76. The impact to a portfolio due to this purchase was 0.97%. The holding were 47,158 shares as of .

Speece Thorson Capital Group Inc initiated holding in Insight Enterprises Inc. The purchase prices were between $32.6 and $72.61, with an estimated average price of $58.28. The stock is now traded at around $52.10. The impact to a portfolio due to this purchase was 0.85%. The holding were 58,651 shares as of .

Speece Thorson Capital Group Inc added to a holding in Leggett & Platt Inc by 33.18%. The purchase prices were between $22.47 and $51.58, with an estimated average price of $41.97. The stock is now traded at around $29.41. The impact to a portfolio due to this purchase was 0.98%. The holding were 425,972 shares as of .

Speece Thorson Capital Group Inc added to a holding in O'Reilly Automotive Inc by 28.97%. The purchase prices were between $260.92 and $441.07, with an estimated average price of $385.19. The stock is now traded at around $403.37. The impact to a portfolio due to this purchase was 0.88%. The holding were 37,703 shares as of .

Speece Thorson Capital Group Inc added to a holding in JM Smucker Co by 25.33%. The purchase prices were between $95.79 and $118.86, with an estimated average price of $106.89. The stock is now traded at around $116.91. The impact to a portfolio due to this purchase was 0.85%. The holding were 110,574 shares as of .

Speece Thorson Capital Group Inc added to a holding in FMC Corp by 40.06%. The purchase prices were between $59.82 and $108.29, with an estimated average price of $93.25. The stock is now traded at around $93.89. The impact to a portfolio due to this purchase was 0.77%. The holding were 95,701 shares as of .

Speece Thorson Capital Group Inc added to a holding in Tractor Supply Co by 40.42%. The purchase prices were between $67.36 and $99.78, with an estimated average price of $89.95. The stock is now traded at around $107.08. The impact to a portfolio due to this purchase was 0.72%. The holding were 85,664 shares as of .

Speece Thorson Capital Group Inc added to a holding in Zimmer Biomet Holdings Inc by 25.41%. The purchase prices were between $80.63 and $160.4, with an estimated average price of $135.85. The stock is now traded at around $121.11. The impact to a portfolio due to this purchase was 0.59%. The holding were 83,407 shares as of .