Filed: 5/13/2025ACC: 0001085146-25-002997
📋 What this filing means
NUANCE INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $1.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$1.52B
Total AUM (reported)
40.01M
Total Shares
Allocation by class
COM$1.13B74.0%
CL A$175.95M11.6%
COM SHS$164.81M10.8%
COM NEW$25.00M1.6%
RUS MDCP VAL ETF$12.22M0.8%
CL B$8.41M0.6%
SHS$6.03M0.4%
Portfolio Concentration
Top 3$407.39M26.8%
4–10$518.72M34.1%
11–25$430.32M28.3%
Rest$166.04M10.9%
Top 3 weight
26.8%
Top 10 weight
60.8%
Voting Authority Distribution
Total shares with voting rights: 40.01M
Sole
Full voting authority
40.01M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole49
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings49
Rows:
LAUDER ESTEE COS INC
SOLEShares2.45M
TypeSH
Market value$161.57M
10.61%
Sole
2.45M
Shared
0.00
None
0.00
DENTSPLY SIRONA INC
SOLEShares8.99M
TypeSH
Market value$134.27M
8.82%
Sole
8.99M
Shared
0.00
None
0.00
QIAGEN NV
SOLEShares2.78M
TypeSH
Market value$111.55M
7.33%
Sole
2.78M
Shared
0.00
None
0.00
CALIFORNIA WTR SVC GROUP
SOLEShares2.02M
TypeSH
Market value$97.77M
6.42%
Sole
2.02M
Shared
0.00
None
0.00
WERNER ENTERPRISES INC
SOLEShares2.83M
TypeSH
Market value$83.03M
5.45%
Sole
2.83M
Shared
0.00
None
0.00
GLOBE LIFE INC
SOLEShares554.52K
TypeSH
Market value$73.04M
4.80%
Sole
554.52K
Shared
0.00
None
0.00
MARTEN TRANS LTD
SOLEShares5.24M
TypeSH
Market value$71.86M
4.72%
Sole
5.24M
Shared
0.00
None
0.00
HOLOGIC INC
SOLEShares1.08M
TypeSH
Market value$66.79M
4.39%
Sole
1.08M
Shared
0.00
None
0.00
SJW GROUP
SOLEShares1.17M
TypeSH
Market value$63.88M
4.20%
Sole
1.17M
Shared
0.00
None
0.00
HENRY SCHEIN INC
SOLEShares910.46K
TypeSH
Market value$62.36M
4.10%
Sole
910.46K
Shared
0.00
None
0.00
SOLVENTUM CORP
SOLEShares700.37K
TypeSH
Market value$53.26M
3.50%
Sole
700.37K
Shared
0.00
None
0.00
NORTHERN TR CORP
SOLEShares469.41K
TypeSH
Market value$46.31M
3.04%
Sole
469.41K
Shared
0.00
None
0.00
CLOROX CO DEL
SOLEShares300.27K
TypeSH
Market value$44.21M
2.90%
Sole
300.27K
Shared
0.00
None
0.00
CALAVO GROWERS INC
SOLEShares1.77M
TypeSH
Market value$42.47M
2.79%
Sole
1.77M
Shared
0.00
None
0.00
ROGERS CORP
SOLEShares617.35K
TypeSH
Market value$41.69M
2.74%
Sole
617.35K
Shared
0.00
None
0.00
PAYCOR HCM INC
SOLEShares1.40M
TypeSH
Market value$31.46M
2.07%
Sole
1.40M
Shared
0.00
None
0.00
ENVISTA HOLDINGS CORPORATION
SOLEShares1.46M
TypeSH
Market value$25.28M
1.66%
Sole
1.46M
Shared
0.00
None
0.00
APTARGROUP INC
SOLEShares144.71K
TypeSH
Market value$21.47M
1.41%
Sole
144.71K
Shared
0.00
None
0.00
AMERICAN WTR WKS CO INC NEW
SOLEShares143.05K
TypeSH
Market value$21.10M
1.39%
Sole
143.05K
Shared
0.00
None
0.00
MISSION PRODUCE INC
SOLEShares1.94M
TypeSH
Market value$20.32M
1.33%
Sole
1.94M
Shared
0.00
None
0.00
TORO CO
SOLEShares255.29K
TypeSH
Market value$18.57M
1.22%
Sole
255.29K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares95.28K
TypeSH
Market value$17.24M
1.13%
Sole
95.28K
Shared
0.00
None
0.00
REINSURANCE GRP OF AMERICA I
SOLEShares83.43K
TypeSH
Market value$16.43M
1.08%
Sole
83.43K
Shared
0.00
None
0.00
KIMBERLY-CLARK CORP
SOLEShares110.59K
TypeSH
Market value$15.73M
1.03%
Sole
110.59K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares101.81K
TypeSH
Market value$14.77M
0.97%
Sole
101.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LAUDER ESTEE COS INCSOLE | CL A | 2.45M | SH | $161.57M 10.61% | 2.45M | 0.00 | 0.00 |
DENTSPLY SIRONA INCSOLE | COM | 8.99M | SH | $134.27M 8.82% | 8.99M | 0.00 | 0.00 |
QIAGEN NVSOLE | COM SHS | 2.78M | SH | $111.55M 7.33% | 2.78M | 0.00 | 0.00 |
CALIFORNIA WTR SVC GROUPSOLE | COM | 2.02M | SH | $97.77M 6.42% | 2.02M | 0.00 | 0.00 |
WERNER ENTERPRISES INCSOLE | COM | 2.83M | SH | $83.03M 5.45% | 2.83M | 0.00 | 0.00 |
GLOBE LIFE INCSOLE | COM | 554.52K | SH | $73.04M 4.80% | 554.52K | 0.00 | 0.00 |
MARTEN TRANS LTDSOLE | COM | 5.24M | SH | $71.86M 4.72% | 5.24M | 0.00 | 0.00 |
HOLOGIC INCSOLE | COM | 1.08M | SH | $66.79M 4.39% | 1.08M | 0.00 | 0.00 |
SJW GROUPSOLE | COM | 1.17M | SH | $63.88M 4.20% | 1.17M | 0.00 | 0.00 |
HENRY SCHEIN INCSOLE | COM | 910.46K | SH | $62.36M 4.10% | 910.46K | 0.00 | 0.00 |
SOLVENTUM CORPSOLE | COM SHS | 700.37K | SH | $53.26M 3.50% | 700.37K | 0.00 | 0.00 |
NORTHERN TR CORPSOLE | COM | 469.41K | SH | $46.31M 3.04% | 469.41K | 0.00 | 0.00 |
CLOROX CO DELSOLE | COM | 300.27K | SH | $44.21M 2.90% | 300.27K | 0.00 | 0.00 |
CALAVO GROWERS INCSOLE | COM | 1.77M | SH | $42.47M 2.79% | 1.77M | 0.00 | 0.00 |
ROGERS CORPSOLE | COM | 617.35K | SH | $41.69M 2.74% | 617.35K | 0.00 | 0.00 |
PAYCOR HCM INCSOLE | COM | 1.40M | SH | $31.46M 2.07% | 1.40M | 0.00 | 0.00 |
ENVISTA HOLDINGS CORPORATIONSOLE | COM | 1.46M | SH | $25.28M 1.66% | 1.46M | 0.00 | 0.00 |
APTARGROUP INCSOLE | COM | 144.71K | SH | $21.47M 1.41% | 144.71K | 0.00 | 0.00 |
AMERICAN WTR WKS CO INC NEWSOLE | COM | 143.05K | SH | $21.10M 1.39% | 143.05K | 0.00 | 0.00 |
MISSION PRODUCE INCSOLE | COM | 1.94M | SH | $20.32M 1.33% | 1.94M | 0.00 | 0.00 |
TORO COSOLE | COM | 255.29K | SH | $18.57M 1.22% | 255.29K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 95.28K | SH | $17.24M 1.13% | 95.28K | 0.00 | 0.00 |
REINSURANCE GRP OF AMERICA ISOLE | COM NEW | 83.43K | SH | $16.43M 1.08% | 83.43K | 0.00 | 0.00 |
KIMBERLY-CLARK CORPSOLE | COM | 110.59K | SH | $15.73M 1.03% | 110.59K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 101.81K | SH | $14.77M 0.97% | 101.81K | 0.00 | 0.00 |
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