Filed: 8/7/2025ACC: 0001085146-25-004661
📋 What this filing means
NUANCE INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 46 equity positions with a total reported market value of $1.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
46
Positions
$1.28B
Total AUM (reported)
25.55M
Total Shares
Allocation by class
COM$971.37M75.7%
COM SHS$132.25M10.3%
CL A$102.42M8.0%
COM CL A$43.56M3.4%
CL B$12.35M1.0%
COM NEW$12.34M1.0%
SHS$7.40M0.6%
Portfolio Concentration
Top 3$280.62M21.9%
4–10$486.47M37.9%
11–25$392.38M30.6%
Rest$124.22M9.7%
Top 3 weight
21.9%
Top 10 weight
59.8%
Voting Authority Distribution
Total shares with voting rights: 25.55M
Sole
Full voting authority
25.55M
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)
Sole46
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings46
Rows:
CLOROX CO DEL
SOLEShares848.11K
TypeSH
Market value$101.83M
7.93%
Sole
848.11K
Shared
0.00
None
0.00
HOLOGIC INC
SOLEShares1.38M
TypeSH
Market value$89.85M
7.00%
Sole
1.38M
Shared
0.00
None
0.00
LAUDER ESTEE COS INC
SOLEShares1.10M
TypeSH
Market value$88.94M
6.93%
Sole
1.10M
Shared
0.00
None
0.00
CALIFORNIA WTR SVC GROUP
SOLEShares1.73M
TypeSH
Market value$78.62M
6.12%
Sole
1.73M
Shared
0.00
None
0.00
MARTEN TRANS LTD
SOLEShares5.75M
TypeSH
Market value$74.64M
5.81%
Sole
5.75M
Shared
0.00
None
0.00
GLOBE LIFE INC
SOLEShares571.57K
TypeSH
Market value$71.04M
5.53%
Sole
571.57K
Shared
0.00
None
0.00
WERNER ENTERPRISES INC
SOLEShares2.59M
TypeSH
Market value$70.86M
5.52%
Sole
2.59M
Shared
0.00
None
0.00
SOLVENTUM CORP
SOLEShares883.39K
TypeSH
Market value$67.00M
5.22%
Sole
883.39K
Shared
0.00
None
0.00
QIAGEN NV
SOLEShares1.36M
TypeSH
Market value$65.26M
5.08%
Sole
1.36M
Shared
0.00
None
0.00
HENRY SCHEIN INC
SOLEShares808.46K
TypeSH
Market value$59.06M
4.60%
Sole
808.46K
Shared
0.00
None
0.00
H2O AMERICA
SOLEShares964.80K
TypeSH
Market value$50.14M
3.91%
Sole
964.80K
Shared
0.00
None
0.00
NORTHERN TR CORP
SOLEShares385.28K
TypeSH
Market value$48.85M
3.81%
Sole
385.28K
Shared
0.00
None
0.00
INFORMATICA INC
SOLEShares1.79M
TypeSH
Market value$43.56M
3.39%
Sole
1.79M
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares251.89K
TypeSH
Market value$43.39M
3.38%
Sole
251.89K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares87.89K
TypeSH
Market value$35.64M
2.78%
Sole
87.89K
Shared
0.00
None
0.00
ROGERS CORP
SOLEShares403.57K
TypeSH
Market value$27.64M
2.15%
Sole
403.57K
Shared
0.00
None
0.00
NORTHROP GRUMMAN CORP
SOLEShares49.74K
TypeSH
Market value$24.87M
1.94%
Sole
49.74K
Shared
0.00
None
0.00
KIMBERLY-CLARK CORP
SOLEShares149.38K
TypeSH
Market value$19.26M
1.50%
Sole
149.38K
Shared
0.00
None
0.00
AMERICAN WTR WKS CO INC NEW
SOLEShares130.46K
TypeSH
Market value$18.15M
1.41%
Sole
130.46K
Shared
0.00
None
0.00
CALAVO GROWERS INC
SOLEShares653.63K
TypeSH
Market value$17.38M
1.35%
Sole
653.63K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares80.37K
TypeSH
Market value$14.11M
1.10%
Sole
80.37K
Shared
0.00
None
0.00
KNIGHT-SWIFT TRANSN HLDGS IN
SOLEShares304.76K
TypeSH
Market value$13.48M
1.05%
Sole
304.76K
Shared
0.00
None
0.00
NIKE INC
SOLEShares173.85K
TypeSH
Market value$12.35M
0.96%
Sole
173.85K
Shared
0.00
None
0.00
TORO CO
SOLEShares172.16K
TypeSH
Market value$12.17M
0.95%
Sole
172.16K
Shared
0.00
None
0.00
APTARGROUP INC
SOLEShares72.88K
TypeSH
Market value$11.40M
0.89%
Sole
72.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CLOROX CO DELSOLE | COM | 848.11K | SH | $101.83M 7.93% | 848.11K | 0.00 | 0.00 |
HOLOGIC INCSOLE | COM | 1.38M | SH | $89.85M 7.00% | 1.38M | 0.00 | 0.00 |
LAUDER ESTEE COS INCSOLE | CL A | 1.10M | SH | $88.94M 6.93% | 1.10M | 0.00 | 0.00 |
CALIFORNIA WTR SVC GROUPSOLE | COM | 1.73M | SH | $78.62M 6.12% | 1.73M | 0.00 | 0.00 |
MARTEN TRANS LTDSOLE | COM | 5.75M | SH | $74.64M 5.81% | 5.75M | 0.00 | 0.00 |
GLOBE LIFE INCSOLE | COM | 571.57K | SH | $71.04M 5.53% | 571.57K | 0.00 | 0.00 |
WERNER ENTERPRISES INCSOLE | COM | 2.59M | SH | $70.86M 5.52% | 2.59M | 0.00 | 0.00 |
SOLVENTUM CORPSOLE | COM SHS | 883.39K | SH | $67.00M 5.22% | 883.39K | 0.00 | 0.00 |
QIAGEN NVSOLE | COM SHS | 1.36M | SH | $65.26M 5.08% | 1.36M | 0.00 | 0.00 |
HENRY SCHEIN INCSOLE | COM | 808.46K | SH | $59.06M 4.60% | 808.46K | 0.00 | 0.00 |
H2O AMERICASOLE | COM | 964.80K | SH | $50.14M 3.91% | 964.80K | 0.00 | 0.00 |
NORTHERN TR CORPSOLE | COM | 385.28K | SH | $48.85M 3.81% | 385.28K | 0.00 | 0.00 |
INFORMATICA INCSOLE | COM CL A | 1.79M | SH | $43.56M 3.39% | 1.79M | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 251.89K | SH | $43.39M 3.38% | 251.89K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 87.89K | SH | $35.64M 2.78% | 87.89K | 0.00 | 0.00 |
ROGERS CORPSOLE | COM | 403.57K | SH | $27.64M 2.15% | 403.57K | 0.00 | 0.00 |
NORTHROP GRUMMAN CORPSOLE | COM | 49.74K | SH | $24.87M 1.94% | 49.74K | 0.00 | 0.00 |
KIMBERLY-CLARK CORPSOLE | COM | 149.38K | SH | $19.26M 1.50% | 149.38K | 0.00 | 0.00 |
AMERICAN WTR WKS CO INC NEWSOLE | COM | 130.46K | SH | $18.15M 1.41% | 130.46K | 0.00 | 0.00 |
CALAVO GROWERS INCSOLE | COM | 653.63K | SH | $17.38M 1.35% | 653.63K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 80.37K | SH | $14.11M 1.10% | 80.37K | 0.00 | 0.00 |
KNIGHT-SWIFT TRANSN HLDGS INSOLE | CL A | 304.76K | SH | $13.48M 1.05% | 304.76K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 173.85K | SH | $12.35M 0.96% | 173.85K | 0.00 | 0.00 |
TORO COSOLE | COM | 172.16K | SH | $12.17M 0.95% | 172.16K | 0.00 | 0.00 |
APTARGROUP INCSOLE | COM | 72.88K | SH | $11.40M 0.89% | 72.88K | 0.00 | 0.00 |
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