Filed: 8/7/2026ACC: 0001473182-26-000008
📋 What this filing means
NUANCE INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $587.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$587.67M
Total AUM (reported)
10.81M
Total Shares
Allocation by class
COM$421.58M71.7%
ORD SHARES$62.39M10.6%
COM SHS$28.12M4.8%
COM NEW$24.51M4.2%
SHS CLASS A$16.95M2.9%
CL B$9.07M1.5%
ORD SHS$7.43M1.3%
Portfolio Concentration
Top 3$166.18M28.3%
4–10$179.52M30.5%
11–25$155.21M26.4%
Rest$86.76M14.8%
Top 3 weight
28.3%
Top 10 weight
58.8%
Voting Authority Distribution
Total shares with voting rights: 10.81M
Sole
Full voting authority
10.81M
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)
Sole52
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings52
Rows:
QIAGEN NV
SOLEShares1.60M
TypeSH
Market value$62.39M
10.62%
Sole
1.60M
Shared
0.00
None
0.00
CALIFORNIA WTR SVC GROUP
SOLEShares1.10M
TypeSH
Market value$53.32M
9.07%
Sole
1.10M
Shared
0.00
None
0.00
CLOROX CO DEL
SOLEShares528.74K
TypeSH
Market value$50.46M
8.59%
Sole
528.74K
Shared
0.00
None
0.00
TAYLOR MORRISON HOME CORP
SOLEShares528.26K
TypeSH
Market value$37.90M
6.45%
Sole
528.26K
Shared
0.00
None
0.00
SOLVENTUM CORP
SOLEShares364.53K
TypeSH
Market value$28.12M
4.79%
Sole
364.53K
Shared
0.00
None
0.00
KENVUE INC
SOLEShares1.45M
TypeSH
Market value$27.68M
4.71%
Sole
1.45M
Shared
0.00
None
0.00
APTARGROUP INC
SOLEShares183.17K
TypeSH
Market value$22.93M
3.90%
Sole
183.17K
Shared
0.00
None
0.00
KIMBERLY-CLARK CORP
SOLEShares207.78K
TypeSH
Market value$22.81M
3.88%
Sole
207.78K
Shared
0.00
None
0.00
LINDSAY CORP
SOLEShares179.28K
TypeSH
Market value$22.20M
3.78%
Sole
179.28K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares35.66K
TypeSH
Market value$17.88M
3.04%
Sole
35.66K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares136.20K
TypeSH
Market value$16.95M
2.88%
Sole
136.20K
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares96.61K
TypeSH
Market value$14.62M
2.49%
Sole
96.61K
Shared
0.00
None
0.00
PORTLAND GEN ELEC CO
SOLEShares274.38K
TypeSH
Market value$14.22M
2.42%
Sole
274.38K
Shared
0.00
None
0.00
SCHEIN HENRY INC
SOLEShares168.16K
TypeSH
Market value$14.05M
2.39%
Sole
168.16K
Shared
0.00
None
0.00
AVISTA CORP
SOLEShares289.03K
TypeSH
Market value$11.82M
2.01%
Sole
289.03K
Shared
0.00
None
0.00
EVEREST GROUP LTD
SOLEShares28.40K
TypeSH
Market value$10.14M
1.73%
Sole
28.40K
Shared
0.00
None
0.00
MARTEN TRANS LTD
SOLEShares546.87K
TypeSH
Market value$9.49M
1.61%
Sole
546.87K
Shared
0.00
None
0.00
H2O AMERICA
SOLEShares154.45K
TypeSH
Market value$9.39M
1.60%
Sole
154.45K
Shared
0.00
None
0.00
ESSENTIAL UTILS INC
SOLEShares238.90K
TypeSH
Market value$9.15M
1.56%
Sole
238.90K
Shared
0.00
None
0.00
NIKE INC
SOLEShares220.84K
TypeSH
Market value$9.07M
1.54%
Sole
220.84K
Shared
0.00
None
0.00
WERNER ENTERPRISES INC
SOLEShares189.94K
TypeSH
Market value$8.28M
1.41%
Sole
189.94K
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares105.80K
TypeSH
Market value$7.47M
1.27%
Sole
105.80K
Shared
0.00
None
0.00
ALCON AG
SOLEShares110.77K
TypeSH
Market value$7.43M
1.26%
Sole
110.77K
Shared
0.00
None
0.00
ALEXANDRIA REAL ESTATE EQ IN
SOLEShares126.63K
TypeSH
Market value$6.69M
1.14%
Sole
126.63K
Shared
0.00
None
0.00
CNH INDL N V
SOLEShares572.72K
TypeSH
Market value$6.43M
1.09%
Sole
572.72K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
QIAGEN NVSOLE | ORD SHARES | 1.60M | SH | $62.39M 10.62% | 1.60M | 0.00 | 0.00 |
CALIFORNIA WTR SVC GROUPSOLE | COM | 1.10M | SH | $53.32M 9.07% | 1.10M | 0.00 | 0.00 |
CLOROX CO DELSOLE | COM | 528.74K | SH | $50.46M 8.59% | 528.74K | 0.00 | 0.00 |
TAYLOR MORRISON HOME CORPSOLE | COM | 528.26K | SH | $37.90M 6.45% | 528.26K | 0.00 | 0.00 |
SOLVENTUM CORPSOLE | COM SHS | 364.53K | SH | $28.12M 4.79% | 364.53K | 0.00 | 0.00 |
KENVUE INCSOLE | COM | 1.45M | SH | $27.68M 4.71% | 1.45M | 0.00 | 0.00 |
APTARGROUP INCSOLE | COM | 183.17K | SH | $22.93M 3.90% | 183.17K | 0.00 | 0.00 |
KIMBERLY-CLARK CORPSOLE | COM | 207.78K | SH | $22.81M 3.88% | 207.78K | 0.00 | 0.00 |
LINDSAY CORPSOLE | COM | 179.28K | SH | $22.20M 3.78% | 179.28K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 35.66K | SH | $17.88M 3.04% | 35.66K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 136.20K | SH | $16.95M 2.88% | 136.20K | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 96.61K | SH | $14.62M 2.49% | 96.61K | 0.00 | 0.00 |
PORTLAND GEN ELEC COSOLE | COM NEW | 274.38K | SH | $14.22M 2.42% | 274.38K | 0.00 | 0.00 |
SCHEIN HENRY INCSOLE | COM | 168.16K | SH | $14.05M 2.39% | 168.16K | 0.00 | 0.00 |
AVISTA CORPSOLE | COM | 289.03K | SH | $11.82M 2.01% | 289.03K | 0.00 | 0.00 |
EVEREST GROUP LTDSOLE | COM | 28.40K | SH | $10.14M 1.73% | 28.40K | 0.00 | 0.00 |
MARTEN TRANS LTDSOLE | COM | 546.87K | SH | $9.49M 1.61% | 546.87K | 0.00 | 0.00 |
H2O AMERICASOLE | COM | 154.45K | SH | $9.39M 1.60% | 154.45K | 0.00 | 0.00 |
ESSENTIAL UTILS INCSOLE | COM | 238.90K | SH | $9.15M 1.56% | 238.90K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 220.84K | SH | $9.07M 1.54% | 220.84K | 0.00 | 0.00 |
WERNER ENTERPRISES INCSOLE | COM | 189.94K | SH | $8.28M 1.41% | 189.94K | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 105.80K | SH | $7.47M 1.27% | 105.80K | 0.00 | 0.00 |
ALCON AGSOLE | ORD SHS | 110.77K | SH | $7.43M 1.26% | 110.77K | 0.00 | 0.00 |
ALEXANDRIA REAL ESTATE EQ INSOLE | COM | 126.63K | SH | $6.69M 1.14% | 126.63K | 0.00 | 0.00 |
CNH INDL N VSOLE | SHS | 572.72K | SH | $6.43M 1.09% | 572.72K | 0.00 | 0.00 |
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