Filed: 2/11/2026ACC: 0001473182-26-000005
📋 What this filing means
NUANCE INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $907.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$907.57M
Total AUM (reported)
23.60M
Total Shares
Allocation by class
COM$694.44M76.5%
COM SHS$87.02M9.6%
ORD SHS CL A$57.18M6.3%
COM NEW$22.51M2.5%
CL A$10.00M1.1%
CL B$9.12M1.0%
RUS MDCP VAL ETF$8.49M0.9%
Portfolio Concentration
Top 3$229.75M25.3%
4–10$328.04M36.1%
11–25$254.45M28.0%
Rest$95.32M10.5%
Top 3 weight
25.3%
Top 10 weight
61.5%
Voting Authority Distribution
Total shares with voting rights: 23.60M
Sole
Full voting authority
23.60M
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)
Sole45
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:
CLOROX CO DEL
SOLEShares786.79K
TypeSH
Market value$79.33M
8.74%
Sole
786.79K
Shared
0.00
None
0.00
CALIFORNIA WTR SVC GROUP
SOLEShares1.83M
TypeSH
Market value$79.09M
8.71%
Sole
1.83M
Shared
0.00
None
0.00
MARTEN TRANS LTD
SOLEShares6.27M
TypeSH
Market value$71.32M
7.86%
Sole
6.27M
Shared
0.00
None
0.00
WERNER ENTERPRISES INC
SOLEShares1.95M
TypeSH
Market value$58.49M
6.44%
Sole
1.95M
Shared
0.00
None
0.00
ASPEN INSURANCE HOLDINGS LTD
SOLEShares1.54M
TypeSH
Market value$57.18M
6.30%
Sole
1.54M
Shared
0.00
None
0.00
SOLVENTUM CORP
SOLEShares642.07K
TypeSH
Market value$50.88M
5.61%
Sole
642.07K
Shared
0.00
None
0.00
KENVUE INC
SOLEShares2.81M
TypeSH
Market value$48.54M
5.35%
Sole
2.81M
Shared
0.00
None
0.00
H2O AMERICA
SOLEShares906.72K
TypeSH
Market value$44.42M
4.89%
Sole
906.72K
Shared
0.00
None
0.00
QIAGEN NV
SOLEShares803.59K
TypeSH
Market value$36.14M
3.98%
Sole
803.59K
Shared
0.00
None
0.00
GLOBE LIFE INC
SOLEShares231.64K
TypeSH
Market value$32.40M
3.57%
Sole
231.64K
Shared
0.00
None
0.00
APTARGROUP INC
SOLEShares248.19K
TypeSH
Market value$30.27M
3.34%
Sole
248.19K
Shared
0.00
None
0.00
HOLOGIC INC
SOLEShares360.82K
TypeSH
Market value$26.88M
2.96%
Sole
360.82K
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares125.21K
TypeSH
Market value$24.30M
2.68%
Sole
125.21K
Shared
0.00
None
0.00
HENRY SCHEIN INC
SOLEShares282.29K
TypeSH
Market value$21.34M
2.35%
Sole
282.29K
Shared
0.00
None
0.00
LINDSAY CORP
SOLEShares178.57K
TypeSH
Market value$21.05M
2.32%
Sole
178.57K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares117.45K
TypeSH
Market value$20.90M
2.30%
Sole
117.45K
Shared
0.00
None
0.00
EVEREST GROUP LTD
SOLEShares55.97K
TypeSH
Market value$18.99M
2.09%
Sole
55.97K
Shared
0.00
None
0.00
PORTLAND GEN ELEC CO
SOLEShares306.22K
TypeSH
Market value$14.70M
1.62%
Sole
306.22K
Shared
0.00
None
0.00
AVISTA CORP
SOLEShares319.02K
TypeSH
Market value$12.30M
1.35%
Sole
319.02K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares21.01K
TypeSH
Market value$12.17M
1.34%
Sole
21.01K
Shared
0.00
None
0.00
CALAVO GROWERS INC
SOLEShares546.93K
TypeSH
Market value$11.90M
1.31%
Sole
546.93K
Shared
0.00
None
0.00
KIMBERLY-CLARK CORP
SOLEShares109.06K
TypeSH
Market value$11.00M
1.21%
Sole
109.06K
Shared
0.00
None
0.00
KNIGHT-SWIFT TRANSN HLDGS IN
SOLEShares184.67K
TypeSH
Market value$9.65M
1.06%
Sole
184.67K
Shared
0.00
None
0.00
QUEST DIAGNOSTICS INC
SOLEShares55.56K
TypeSH
Market value$9.64M
1.06%
Sole
55.56K
Shared
0.00
None
0.00
ALEXANDRIA REAL ESTATE EQ IN
SOLEShares191.48K
TypeSH
Market value$9.37M
1.03%
Sole
191.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CLOROX CO DELSOLE | COM | 786.79K | SH | $79.33M 8.74% | 786.79K | 0.00 | 0.00 |
CALIFORNIA WTR SVC GROUPSOLE | COM | 1.83M | SH | $79.09M 8.71% | 1.83M | 0.00 | 0.00 |
MARTEN TRANS LTDSOLE | COM | 6.27M | SH | $71.32M 7.86% | 6.27M | 0.00 | 0.00 |
WERNER ENTERPRISES INCSOLE | COM | 1.95M | SH | $58.49M 6.44% | 1.95M | 0.00 | 0.00 |
ASPEN INSURANCE HOLDINGS LTDSOLE | ORD SHS CL A | 1.54M | SH | $57.18M 6.30% | 1.54M | 0.00 | 0.00 |
SOLVENTUM CORPSOLE | COM SHS | 642.07K | SH | $50.88M 5.61% | 642.07K | 0.00 | 0.00 |
KENVUE INCSOLE | COM | 2.81M | SH | $48.54M 5.35% | 2.81M | 0.00 | 0.00 |
H2O AMERICASOLE | COM | 906.72K | SH | $44.42M 4.89% | 906.72K | 0.00 | 0.00 |
QIAGEN NVSOLE | COM SHS | 803.59K | SH | $36.14M 3.98% | 803.59K | 0.00 | 0.00 |
GLOBE LIFE INCSOLE | COM | 231.64K | SH | $32.40M 3.57% | 231.64K | 0.00 | 0.00 |
APTARGROUP INCSOLE | COM | 248.19K | SH | $30.27M 3.34% | 248.19K | 0.00 | 0.00 |
HOLOGIC INCSOLE | COM | 360.82K | SH | $26.88M 2.96% | 360.82K | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 125.21K | SH | $24.30M 2.68% | 125.21K | 0.00 | 0.00 |
HENRY SCHEIN INCSOLE | COM | 282.29K | SH | $21.34M 2.35% | 282.29K | 0.00 | 0.00 |
LINDSAY CORPSOLE | COM | 178.57K | SH | $21.05M 2.32% | 178.57K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 117.45K | SH | $20.90M 2.30% | 117.45K | 0.00 | 0.00 |
EVEREST GROUP LTDSOLE | COM | 55.97K | SH | $18.99M 2.09% | 55.97K | 0.00 | 0.00 |
PORTLAND GEN ELEC COSOLE | COM NEW | 306.22K | SH | $14.70M 1.62% | 306.22K | 0.00 | 0.00 |
AVISTA CORPSOLE | COM | 319.02K | SH | $12.30M 1.35% | 319.02K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 21.01K | SH | $12.17M 1.34% | 21.01K | 0.00 | 0.00 |
CALAVO GROWERS INCSOLE | COM | 546.93K | SH | $11.90M 1.31% | 546.93K | 0.00 | 0.00 |
KIMBERLY-CLARK CORPSOLE | COM | 109.06K | SH | $11.00M 1.21% | 109.06K | 0.00 | 0.00 |
KNIGHT-SWIFT TRANSN HLDGS INSOLE | CL A | 184.67K | SH | $9.65M 1.06% | 184.67K | 0.00 | 0.00 |
QUEST DIAGNOSTICS INCSOLE | COM | 55.56K | SH | $9.64M 1.06% | 55.56K | 0.00 | 0.00 |
ALEXANDRIA REAL ESTATE EQ INSOLE | COM | 191.48K | SH | $9.37M 1.03% | 191.48K | 0.00 | 0.00 |
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