Filed: 11/6/2025ACC: 0001473182-25-000003
📋 What this filing means
NUANCE INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 46 equity positions with a total reported market value of $982.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
46
Positions
$982.15M
Total AUM (reported)
22.64M
Total Shares
Allocation by class
COM$720.29M73.3%
COM SHS$74.95M7.6%
COM CL A$61.19M6.2%
ORD SHS CL A$43.98M4.5%
COM NEW$26.53M2.7%
CL A$21.88M2.2%
COM NON VTG$15.39M1.6%
Portfolio Concentration
Top 3$231.91M23.6%
4–10$338.59M34.5%
11–25$293.47M29.9%
Rest$118.18M12.0%
Top 3 weight
23.6%
Top 10 weight
58.1%
Voting Authority Distribution
Total shares with voting rights: 22.64M
Sole
Full voting authority
22.64M
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
SOLEShares694.82K
TypeSH
Market value$85.67M
8.72%
Sole
694.82K
Shared
0.00
None
0.00
CALIFORNIA WTR SVC GROUP
SOLEShares1.76M
TypeSH
Market value$80.97M
8.24%
Sole
1.76M
Shared
0.00
None
0.00
MARTEN TRANS LTD
SOLEShares6.12M
TypeSH
Market value$65.26M
6.65%
Sole
6.12M
Shared
0.00
None
0.00
INFORMATICA INC
SOLEShares2.46M
TypeSH
Market value$61.19M
6.23%
Sole
2.46M
Shared
0.00
None
0.00
WERNER ENTERPRISES INC
SOLEShares1.96M
TypeSH
Market value$51.53M
5.25%
Sole
1.96M
Shared
0.00
None
0.00
SOLVENTUM CORP
SOLEShares696.97K
TypeSH
Market value$50.88M
5.18%
Sole
696.97K
Shared
0.00
None
0.00
H2O AMERICA
SOLEShares1.02M
TypeSH
Market value$49.77M
5.07%
Sole
1.02M
Shared
0.00
None
0.00
WATERS CORP
SOLEShares146.89K
TypeSH
Market value$44.04M
4.48%
Sole
146.89K
Shared
0.00
None
0.00
ASPEN INSURANCE HOLDINGS LTD
SOLEShares1.20M
TypeSH
Market value$43.98M
4.48%
Sole
1.20M
Shared
0.00
None
0.00
GLOBE LIFE INC
SOLEShares260.22K
TypeSH
Market value$37.20M
3.79%
Sole
260.22K
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares166.53K
TypeSH
Market value$31.17M
3.17%
Sole
166.53K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares162.59K
TypeSH
Market value$26.46M
2.69%
Sole
162.59K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares53K
TypeSH
Market value$25.70M
2.62%
Sole
53K
Shared
0.00
None
0.00
KIMBERLY-CLARK CORP
SOLEShares204.98K
TypeSH
Market value$25.49M
2.60%
Sole
204.98K
Shared
0.00
None
0.00
HOLOGIC INC
SOLEShares361.45K
TypeSH
Market value$24.39M
2.48%
Sole
361.45K
Shared
0.00
None
0.00
QIAGEN NV
SOLEShares538.82K
TypeSH
Market value$24.07M
2.45%
Sole
538.82K
Shared
0.00
None
0.00
HENRY SCHEIN INC
SOLEShares314.21K
TypeSH
Market value$20.85M
2.12%
Sole
314.21K
Shared
0.00
None
0.00
NORTHERN TR CORP
SOLEShares140.52K
TypeSH
Market value$18.91M
1.93%
Sole
140.52K
Shared
0.00
None
0.00
PORTLAND GEN ELEC CO
SOLEShares396.17K
TypeSH
Market value$17.43M
1.77%
Sole
396.17K
Shared
0.00
None
0.00
MCCORMICK & CO INC
SOLEShares229.99K
TypeSH
Market value$15.39M
1.57%
Sole
229.99K
Shared
0.00
None
0.00
AMERICAN WTR WKS CO INC NEW
SOLEShares100K
TypeSH
Market value$13.92M
1.42%
Sole
100K
Shared
0.00
None
0.00
APTARGROUP INC
SOLEShares102.96K
TypeSH
Market value$13.76M
1.40%
Sole
102.96K
Shared
0.00
None
0.00
LAUDER ESTEE COS INC
SOLEShares143.01K
TypeSH
Market value$12.60M
1.28%
Sole
143.01K
Shared
0.00
None
0.00
EVEREST GROUP LTD
SOLEShares33.49K
TypeSH
Market value$11.73M
1.19%
Sole
33.49K
Shared
0.00
None
0.00
KENVUE INC
SOLEShares713.40K
TypeSH
Market value$11.58M
1.18%
Sole
713.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CLOROX CO DELSOLE | COM | 694.82K | SH | $85.67M 8.72% | 694.82K | 0.00 | 0.00 |
CALIFORNIA WTR SVC GROUPSOLE | COM | 1.76M | SH | $80.97M 8.24% | 1.76M | 0.00 | 0.00 |
MARTEN TRANS LTDSOLE | COM | 6.12M | SH | $65.26M 6.65% | 6.12M | 0.00 | 0.00 |
INFORMATICA INCSOLE | COM CL A | 2.46M | SH | $61.19M 6.23% | 2.46M | 0.00 | 0.00 |
WERNER ENTERPRISES INCSOLE | COM | 1.96M | SH | $51.53M 5.25% | 1.96M | 0.00 | 0.00 |
SOLVENTUM CORPSOLE | COM SHS | 696.97K | SH | $50.88M 5.18% | 696.97K | 0.00 | 0.00 |
H2O AMERICASOLE | COM | 1.02M | SH | $49.77M 5.07% | 1.02M | 0.00 | 0.00 |
WATERS CORPSOLE | COM | 146.89K | SH | $44.04M 4.48% | 146.89K | 0.00 | 0.00 |
ASPEN INSURANCE HOLDINGS LTDSOLE | ORD SHS CL A | 1.20M | SH | $43.98M 4.48% | 1.20M | 0.00 | 0.00 |
GLOBE LIFE INCSOLE | COM | 260.22K | SH | $37.20M 3.79% | 260.22K | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 166.53K | SH | $31.17M 3.17% | 166.53K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 162.59K | SH | $26.46M 2.69% | 162.59K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 53K | SH | $25.70M 2.62% | 53K | 0.00 | 0.00 |
KIMBERLY-CLARK CORPSOLE | COM | 204.98K | SH | $25.49M 2.60% | 204.98K | 0.00 | 0.00 |
HOLOGIC INCSOLE | COM | 361.45K | SH | $24.39M 2.48% | 361.45K | 0.00 | 0.00 |
QIAGEN NVSOLE | COM SHS | 538.82K | SH | $24.07M 2.45% | 538.82K | 0.00 | 0.00 |
HENRY SCHEIN INCSOLE | COM | 314.21K | SH | $20.85M 2.12% | 314.21K | 0.00 | 0.00 |
NORTHERN TR CORPSOLE | COM | 140.52K | SH | $18.91M 1.93% | 140.52K | 0.00 | 0.00 |
PORTLAND GEN ELEC COSOLE | COM NEW | 396.17K | SH | $17.43M 1.77% | 396.17K | 0.00 | 0.00 |
MCCORMICK & CO INCSOLE | COM NON VTG | 229.99K | SH | $15.39M 1.57% | 229.99K | 0.00 | 0.00 |
AMERICAN WTR WKS CO INC NEWSOLE | COM | 100K | SH | $13.92M 1.42% | 100K | 0.00 | 0.00 |
APTARGROUP INCSOLE | COM | 102.96K | SH | $13.76M 1.40% | 102.96K | 0.00 | 0.00 |
LAUDER ESTEE COS INCSOLE | CL A | 143.01K | SH | $12.60M 1.28% | 143.01K | 0.00 | 0.00 |
EVEREST GROUP LTDSOLE | COM | 33.49K | SH | $11.73M 1.19% | 33.49K | 0.00 | 0.00 |
KENVUE INCSOLE | COM | 713.40K | SH | $11.58M 1.18% | 713.40K | 0.00 | 0.00 |
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