speece thorson capital group inc
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Contact Information
speece thorson capital group inc
225 SOUTH ST. ST
MINNEAPOLIS MN 55402
Business Phone: 6123384649 13F Sector Allocation 03/31/2013
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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%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio Delhaize Group 1.44% Mettler-Toledo International, Inc. 0.92% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-04-23 Form 13F-HR 2013-01-28 Form 13F-HR 2012-10-17 Form 13F-HR 2012-07-20 Form 13F-HR 2012-04-30