NUANCE INVESTMENTS, LLC
43 holdingsFiling period: 2026-03-31Current AUM: $785.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CWT | CALIFORNIA WTR SVC GROUP | 1.60M | $72.7M | $80.4M | 10.23% | -221,642 | 2026-03-31 |
| 2 | MRTN | MARTEN TRANS LTD | 4.81M | $63.2M | $71.1M | 9.06% | -1,456,920 | 2026-03-31 |
| 3 | — | QIAGEN NV | 1.32M | $52.9M | $52.9M | 6.73% | -- | 2026-03-31 |
| 4 | CLX | CLOROX CO DEL | 508.1K | $52.7M | $48.5M | 6.18% | -278,644 | 2026-03-31 |
| 5 | WERN | WERNER ENTERPRISES INC | 1.52M | $44.7M | $56.9M | 7.25% | -428,439 | 2026-03-31 |
| 6 | SOLV | SOLVENTUM CORP | 671.2K | $43.8M | $57.3M | 7.30% | +29.1K | 2026-03-31 |
| 7 | MASI | MASIMO CORP | 244.7K | $43.5M | $43.5M | 5.54% | -- | 2026-03-31 |
| 8 | KMB | KIMBERLY-CLARK CORP | 307.9K | $29.7M | $33.7M | 4.29% | +198.9K | 2026-03-31 |
| 9 | KVUE | KENVUE INC | 1.66M | $28.5M | $31.9M | 4.06% | -1,158,461 | 2026-03-31 |
| 10 | HTO | H2O AMERICA | 391.6K | $23.0M | $24.0M | 3.06% | -515,078 | 2026-03-31 |
| 11 | GL | GLOBE LIFE INC | 156.9K | $21.8M | $28.6M | 3.64% | -74,718 | 2026-03-31 |
| 12 | ATR | APTARGROUP INC | 155.4K | $19.6M | $20.8M | 2.65% | -92,770 | 2026-03-31 |
| 13 | LNN | LINDSAY CORP | 161.7K | $19.3M | $17.9M | 2.28% | -16,849 | 2026-03-31 |
| 14 | — | EVEREST GROUP LTD | 53.6K | $17.5M | $17.5M | 2.23% | -2,398 | 2026-03-31 |
| 15 | BDX | BECTON DICKINSON & CO | 106.8K | $16.8M | $17.7M | 2.25% | -18,430 | 2026-03-31 |
| 16 | TMO | THERMO FISHER SCIENTIFIC INC | 30.3K | $14.9M | $17.4M | 2.22% | +9.3K | 2026-03-31 |
| 17 | CVGW | CALAVO GROWERS INC | 569.6K | $14.7M | $14.7M | 1.87% | +22.7K | 2026-03-31 |
| 18 | AVA | AVISTA CORP | 363.2K | $14.6M | $14.7M | 1.87% | +44.2K | 2026-03-31 |
| 19 | HSIC | SCHEIN HENRY INC | 193.9K | $14.3M | $16.6M | 2.12% | -88,431 | 2026-03-31 |
| 20 | WAT | WATERS CORP | 40.5K | $12.1M | $15.3M | 1.95% | +39.9K | 2026-03-31 |
| 21 | IEX | IDEX CORP | 44.8K | $8.5M | $10.3M | 1.32% | -72,627 | 2026-03-31 |
| 22 | WTRG | ESSENTIAL UTILS INC | 194.8K | $7.8M | $7.8M | 0.99% | +68.8K | 2026-03-31 |
| 23 | — | CNH INDL N V | 653.1K | $7.2M | $7.2M | 0.91% | -266,169 | 2026-03-31 |
| 24 | NKE | NIKE INC | 129.0K | $6.8M | $5.4M | 0.69% | -14,083 | 2026-03-31 |
| 25 | POR | PORTLAND GEN ELEC CO | 128.4K | $6.8M | $6.3M | 0.81% | -177,769 | 2026-03-31 |
← Scroll →
Page 1 of 2