Instuitional Investor - Speece Thorson Capital Group Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	White Mountains Insurance Group Ltd	WTM	11,383	$20,441	4.16%
2.	Arrow Electronics Inc.	ARW	155,443	$19,808	4.03%
3.	Hexcel Corp	HXL	333,471	$18,838	3.84%
4.	Rpm International Inc	RPM	168,804	$18,541	3.78%
5.	M&T Bank Corp	MTB	95,090	$18,446	3.76%