- New Purchases: MAT,
- Added Positions: CHRW, WERN, CASY, WSM, NSC, IEX, NOV, DRQ, NE,
- Reduced Positions: WAB, ORLY, DVN, LEG, MLHR, DVA, CBSH,
- Sold Out: HRL,
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- Leggett & Platt Inc (LEG) - 413,628 shares, 4.11% of the total portfolio. Shares reduced by 5.37%
- Casey's General Stores Inc (CASY) - 179,286 shares, 4.09% of the total portfolio. Shares added by 16.11%
- DaVita Inc (DVA) - 321,182 shares, 3.97% of the total portfolio. Shares reduced by 2.26%
- National Oilwell Varco Inc (NOV) - 531,727 shares, 3.96% of the total portfolio. Shares added by 1.51%
- Eaton Corp PLC (ETN) - 243,975 shares, 3.9% of the total portfolio. Shares added by 0.72%
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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