Speece Thorson Capital Group Inc Buys Mattel Inc, C.H. Robinson Worldwide Inc, Werner Enterprises Inc, Sells Hormel Foods Corp, Westinghouse Air Brake Technologies Corp, O'Reilly Automotive Inc

Minneapolis, MN, based Investment company Speece Thorson Capital Group Inc buys Mattel Inc, C.H. Robinson Worldwide Inc, Werner Enterprises Inc, Williams-Sonoma Inc, Norfolk Southern Corp, IDEX Corp, sells Hormel Foods Corp, Westinghouse Air Brake Technologies Corp, O'Reilly Automotive Inc during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Speece Thorson Capital Group Inc. As of 2018-03-31, Speece Thorson Capital Group Inc owns 39 stocks with a total value of $480 million. These are the details of the buys and sells.

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. Leggett & Platt Inc (LEG) - 413,628 shares, 4.11% of the total portfolio. Shares reduced by 5.37%
  2. Casey's General Stores Inc (CASY) - 179,286 shares, 4.09% of the total portfolio. Shares added by 16.11%
  3. DaVita Inc (DVA) - 321,182 shares, 3.97% of the total portfolio. Shares reduced by 2.26%
  4. National Oilwell Varco Inc (NOV) - 531,727 shares, 3.96% of the total portfolio. Shares added by 1.51%
  5. Eaton Corp PLC (ETN) - 243,975 shares, 3.9% of the total portfolio. Shares added by 0.72%
New Purchase: Mattel Inc (MAT)

Speece Thorson Capital Group Inc initiated holding in Mattel Inc. The purchase prices were between $12.8 and $17.76, with an estimated average price of $15.59. The stock is now traded at around $13.94. The impact to a portfolio due to this purchase was 2.63%. The holding were 817,010 shares as of 2018-03-31.

Added: C.H. Robinson Worldwide Inc (CHRW)

Speece Thorson Capital Group Inc added to a holding in C.H. Robinson Worldwide Inc by 63.78%. The purchase prices were between $89.35 and $96.73, with an estimated average price of $92.11. The stock is now traded at around $90.76. The impact to a portfolio due to this purchase was 0.88%. The holding were 142,001 shares as of 2018-03-31.

Added: Werner Enterprises Inc (WERN)

Speece Thorson Capital Group Inc added to a holding in Werner Enterprises Inc by 33.64%. The purchase prices were between $35.65 and $42.9, with an estimated average price of $38.92. The stock is now traded at around $33.80. The impact to a portfolio due to this purchase was 0.86%. The holding were 446,871 shares as of 2018-03-31.

Added: Williams-Sonoma Inc (WSM)

Speece Thorson Capital Group Inc added to a holding in Williams-Sonoma Inc by 21.96%. The purchase prices were between $49.13 and $55.49, with an estimated average price of $52.87. The stock is now traded at around $48.62. The impact to a portfolio due to this purchase was 0.53%. The holding were 283,956 shares as of 2018-03-31.

Added: Norfolk Southern Corp (NSC)

Speece Thorson Capital Group Inc added to a holding in Norfolk Southern Corp by 31.43%. The purchase prices were between $132.18 and $154.34, with an estimated average price of $143.81. The stock is now traded at around $145.44. The impact to a portfolio due to this purchase was 0.49%. The holding were 74,906 shares as of 2018-03-31.

Added: IDEX Corp (IEX)

Speece Thorson Capital Group Inc added to a holding in IDEX Corp by 22.12%. The purchase prices were between $130.9 and $150.37, with an estimated average price of $139.6. The stock is now traded at around $136.70. The impact to a portfolio due to this purchase was 0.3%. The holding were 64,899 shares as of 2018-03-31.

Sold Out: Hormel Foods Corp (HRL)

Speece Thorson Capital Group Inc sold out a holding in Hormel Foods Corp. The sale prices were between $32.21 and $36.45, with an estimated average price of $33.9.



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