• Contact Information

    speece thorson capital group inc
    225 SOUTH ST. ST
    MINNEAPOLIS MN    55402

    Business Phone: 6123384649
  • 13F Sector Allocation 03/31/2013

  • 13F Activity for 03/31/2013

    [1]Market Value: $352,665,107
    [1]Prior Market Value: $322,660,500
    New Purchases: 1 stock
    Additional Purchases: 6 stocks
    Sold out of: 2 stocks
    Reduced holdings in: 32 stocks
    Top 10 Holdings %: 38.48%
    [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification.
  • 13F Holdings Summary

    Top 13F Holdings on 03/31/2013
    Stock% of Portfolio
    Sonoco Products Co. 4.77%
    Norfolk Southern Corp. 4.34%
    White Mountains Insurance Group, Ltd. 4.29%
    Noble Corp. 4.13%
    The J. M. Smucker Company 3.7%
    Major new positions on 03/31/2013
    Stock% of Portfolio
    Werner Enterprises Inc. 1.54%
    Major positions closed on 03/31/2013
    StockPrior % of Portfolio
    Delhaize Group 1.44%
    Mettler-Toledo International, Inc. 0.92%
    View All Holdings
  • Recent SEC Filings

    Recent filings
    Form 13F-HR2013-04-23
    Form 13F-HR2013-01-28
    Form 13F-HR2012-10-17
    Form 13F-HR2012-07-20
    Form 13F-HR2012-04-30