Filed: 5/8/2026ACC: 0001473182-26-000006
📋 What this filing means
NUANCE INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 43 equity positions with a total reported market value of $717.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$717.10M
Total AUM (reported)
17.40M
Total Shares
Allocation by class
COM$581.52M81.1%
ORD SHARES$52.86M7.4%
COM SHS$43.83M6.1%
COM NEW$14.61M2.0%
SHS$7.18M1.0%
CL B$6.81M1.0%
CL A COM$4.00M0.6%
Portfolio Concentration
Top 3$188.74M26.3%
4–10$265.95M37.1%
11–25$202.62M28.3%
Rest$59.79M8.3%
Top 3 weight
26.3%
Top 10 weight
63.4%
Voting Authority Distribution
Total shares with voting rights: 17.40M
Sole
Full voting authority
17.40M
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)
Sole43
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings43
Rows:
CALIFORNIA WTR SVC GROUP
SOLEShares1.60M
TypeSH
Market value$72.71M
10.14%
Sole
1.60M
Shared
0.00
None
0.00
MARTEN TRANS LTD
SOLEShares4.81M
TypeSH
Market value$63.16M
8.81%
Sole
4.81M
Shared
0.00
None
0.00
QIAGEN NV
SOLEShares1.32M
TypeSH
Market value$52.86M
7.37%
Sole
1.32M
Shared
0.00
None
0.00
CLOROX CO DEL
SOLEShares508.14K
TypeSH
Market value$52.66M
7.34%
Sole
508.14K
Shared
0.00
None
0.00
WERNER ENTERPRISES INC
SOLEShares1.52M
TypeSH
Market value$44.72M
6.24%
Sole
1.52M
Shared
0.00
None
0.00
SOLVENTUM CORP
SOLEShares671.15K
TypeSH
Market value$43.83M
6.11%
Sole
671.15K
Shared
0.00
None
0.00
MASIMO CORP
SOLEShares244.70K
TypeSH
Market value$43.53M
6.07%
Sole
244.70K
Shared
0.00
None
0.00
KIMBERLY-CLARK CORP
SOLEShares307.92K
TypeSH
Market value$29.70M
4.14%
Sole
307.92K
Shared
0.00
None
0.00
KENVUE INC
SOLEShares1.66M
TypeSH
Market value$28.54M
3.98%
Sole
1.66M
Shared
0.00
None
0.00
H2O AMERICA
SOLEShares391.65K
TypeSH
Market value$22.98M
3.20%
Sole
391.65K
Shared
0.00
None
0.00
GLOBE LIFE INC
SOLEShares156.92K
TypeSH
Market value$21.84M
3.05%
Sole
156.92K
Shared
0.00
None
0.00
APTARGROUP INC
SOLEShares155.42K
TypeSH
Market value$19.59M
2.73%
Sole
155.42K
Shared
0.00
None
0.00
LINDSAY CORP
SOLEShares161.72K
TypeSH
Market value$19.26M
2.69%
Sole
161.72K
Shared
0.00
None
0.00
EVEREST GROUP LTD
SOLEShares53.57K
TypeSH
Market value$17.51M
2.44%
Sole
53.57K
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares106.78K
TypeSH
Market value$16.79M
2.34%
Sole
106.78K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares30.32K
TypeSH
Market value$14.90M
2.08%
Sole
30.32K
Shared
0.00
None
0.00
CALAVO GROWERS INC
SOLEShares569.63K
TypeSH
Market value$14.69M
2.05%
Sole
569.63K
Shared
0.00
None
0.00
AVISTA CORP
SOLEShares363.22K
TypeSH
Market value$14.58M
2.03%
Sole
363.22K
Shared
0.00
None
0.00
SCHEIN HENRY INC
SOLEShares193.86K
TypeSH
Market value$14.29M
1.99%
Sole
193.86K
Shared
0.00
None
0.00
WATERS CORP
SOLEShares40.50K
TypeSH
Market value$12.06M
1.68%
Sole
40.50K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares44.82K
TypeSH
Market value$8.50M
1.18%
Sole
44.82K
Shared
0.00
None
0.00
ESSENTIAL UTILS INC
SOLEShares194.80K
TypeSH
Market value$7.84M
1.09%
Sole
194.80K
Shared
0.00
None
0.00
CNH INDL N V
SOLEShares653.12K
TypeSH
Market value$7.18M
1.00%
Sole
653.12K
Shared
0.00
None
0.00
NIKE INC
SOLEShares129K
TypeSH
Market value$6.81M
0.95%
Sole
129K
Shared
0.00
None
0.00
PORTLAND GEN ELEC CO
SOLEShares128.45K
TypeSH
Market value$6.78M
0.95%
Sole
128.45K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CALIFORNIA WTR SVC GROUPSOLE | COM | 1.60M | SH | $72.71M 10.14% | 1.60M | 0.00 | 0.00 |
MARTEN TRANS LTDSOLE | COM | 4.81M | SH | $63.16M 8.81% | 4.81M | 0.00 | 0.00 |
QIAGEN NVSOLE | ORD SHARES | 1.32M | SH | $52.86M 7.37% | 1.32M | 0.00 | 0.00 |
CLOROX CO DELSOLE | COM | 508.14K | SH | $52.66M 7.34% | 508.14K | 0.00 | 0.00 |
WERNER ENTERPRISES INCSOLE | COM | 1.52M | SH | $44.72M 6.24% | 1.52M | 0.00 | 0.00 |
SOLVENTUM CORPSOLE | COM SHS | 671.15K | SH | $43.83M 6.11% | 671.15K | 0.00 | 0.00 |
MASIMO CORPSOLE | COM | 244.70K | SH | $43.53M 6.07% | 244.70K | 0.00 | 0.00 |
KIMBERLY-CLARK CORPSOLE | COM | 307.92K | SH | $29.70M 4.14% | 307.92K | 0.00 | 0.00 |
KENVUE INCSOLE | COM | 1.66M | SH | $28.54M 3.98% | 1.66M | 0.00 | 0.00 |
H2O AMERICASOLE | COM | 391.65K | SH | $22.98M 3.20% | 391.65K | 0.00 | 0.00 |
GLOBE LIFE INCSOLE | COM | 156.92K | SH | $21.84M 3.05% | 156.92K | 0.00 | 0.00 |
APTARGROUP INCSOLE | COM | 155.42K | SH | $19.59M 2.73% | 155.42K | 0.00 | 0.00 |
LINDSAY CORPSOLE | COM | 161.72K | SH | $19.26M 2.69% | 161.72K | 0.00 | 0.00 |
EVEREST GROUP LTDSOLE | COM | 53.57K | SH | $17.51M 2.44% | 53.57K | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 106.78K | SH | $16.79M 2.34% | 106.78K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 30.32K | SH | $14.90M 2.08% | 30.32K | 0.00 | 0.00 |
CALAVO GROWERS INCSOLE | COM | 569.63K | SH | $14.69M 2.05% | 569.63K | 0.00 | 0.00 |
AVISTA CORPSOLE | COM | 363.22K | SH | $14.58M 2.03% | 363.22K | 0.00 | 0.00 |
SCHEIN HENRY INCSOLE | COM | 193.86K | SH | $14.29M 1.99% | 193.86K | 0.00 | 0.00 |
WATERS CORPSOLE | COM | 40.50K | SH | $12.06M 1.68% | 40.50K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 44.82K | SH | $8.50M 1.18% | 44.82K | 0.00 | 0.00 |
ESSENTIAL UTILS INCSOLE | COM | 194.80K | SH | $7.84M 1.09% | 194.80K | 0.00 | 0.00 |
CNH INDL N VSOLE | SHS | 653.12K | SH | $7.18M 1.00% | 653.12K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 129K | SH | $6.81M 0.95% | 129K | 0.00 | 0.00 |
PORTLAND GEN ELEC COSOLE | COM NEW | 128.45K | SH | $6.78M 0.95% | 128.45K | 0.00 | 0.00 |
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