Speece Thorson Capital Group Inc Buys Mueller Water Products,, FMC Corp, C.H. Robinson Worldwide Inc, Sells WR Berkley Corp, Noble Corp PLC, Progressive Corp

• New Purchases: FMC, MCY,
• Added Positions: MWA, CHRW, ARW, ZBH, WSM, XEC, LEG, MHK,
• Reduced Positions: WRB, NE, SJM, PGR, ATR, STE, WERN, CASY, MSA, WTM, IEX,

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/portfolioportfolio

1. Mueller Water Products, Inc. (MWA) - 1,755,554 shares, 4.59% of the total portfolio. Shares added by 62.22%
2. M&T Bank Corp (MTB) - 98,461 shares, 4.46% of the total portfolio. Shares reduced by 0.54%
3. DaVita Inc (DVA) - 290,518 shares, 4.35% of the total portfolio. Shares reduced by 0.12%
4. Eaton Corp PLC (ETN) - 185,267 shares, 4.11% of the total portfolio. Shares reduced by 0.43%
5. Laboratory Corp of America Holdings (LH) - 83,626 shares, 3.85% of the total portfolio. Shares reduced by 0.3%

Speece Thorson Capital Group Inc initiated holding in FMC Corp. The purchase prices were between $70.92 and $83.38, with an estimated average price of $78.37. The stock is now traded at around $84.94. The impact to a portfolio due to this purchase was 1.08%. The holding were 48,696 shares as of .

Speece Thorson Capital Group Inc initiated holding in Mercury General Corp. The purchase prices were between $49.5 and $62.5, with an estimated average price of $55.77. The stock is now traded at around $57.64. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,500 shares as of .

Speece Thorson Capital Group Inc added to a holding in Mueller Water Products, Inc. by 62.22%. The purchase prices were between $9.12 and $11.04, with an estimated average price of $9.99. The stock is now traded at around $10.20. The impact to a portfolio due to this purchase was 1.76%. The holding were 1,755,554 shares as of .

Speece Thorson Capital Group Inc added to a holding in C.H. Robinson Worldwide Inc by 52.86%. The purchase prices were between $78.79 and $91.42, with an estimated average price of $84.13. The stock is now traded at around $85.48. The impact to a portfolio due to this purchase was 0.99%. The holding were 127,217 shares as of .

Speece Thorson Capital Group Inc added to a holding in Arrow Electronics Inc by 20.53%. The purchase prices were between $62.66 and $86.1, with an estimated average price of $73.73. The stock is now traded at around $71.92. The impact to a portfolio due to this purchase was 0.62%. The holding were 191,037 shares as of .

Speece Thorson Capital Group Inc added to a holding in Zimmer Biomet Holdings Inc by 25.47%. The purchase prices were between $112.14 and $128.84, with an estimated average price of $120.53. The stock is now traded at around $135.60. The impact to a portfolio due to this purchase was 0.52%. The holding were 81,986 shares as of .

Speece Thorson Capital Group Inc added to a holding in Williams-Sonoma Inc by 25.37%. The purchase prices were between $51.13 and $65, with an estimated average price of $57.28. The stock is now traded at around $67.90. The impact to a portfolio due to this purchase was 0.45%. The holding were 129,602 shares as of .

Speece Thorson Capital Group Inc added to a holding in Cimarex Energy Co by 32.39%. The purchase prices were between $54.37 and $71.41, with an estimated average price of $64.03. The stock is now traded at around $49.98. The impact to a portfolio due to this purchase was 0.44%. The holding were 114,703 shares as of .