NUANCE INVESTMENTS, LLC

PrivateCIK: 1473182
Location

KANSAS CITY, MO

43
Positions
$717.10M
Total AUM (reported)
17.40M
Total Shares

Allocation by class

TOTAL AUM$717.10M43 positions
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 326.3%4–1037.1%11–2528.3%Rest8.3%TOP 1063.4%0%100%
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

SOLE
COM
Shares1.60M
TypeSH
Market value$72.71M
10.14%
Sole
1.60M
Shared
0.00
None
0.00

MARTEN TRANS LTD

SOLE
COM
Shares4.81M
TypeSH
Market value$63.16M
8.81%
Sole
4.81M
Shared
0.00
None
0.00

QIAGEN NV

SOLE
ORD SHARES
Shares1.32M
TypeSH
Market value$52.86M
7.37%
Sole
1.32M
Shared
0.00
None
0.00

CLOROX CO DEL

SOLE
COM
Shares508.14K
TypeSH
Market value$52.66M
7.34%
Sole
508.14K
Shared
0.00
None
0.00

WERNER ENTERPRISES INC

SOLE
COM
Shares1.52M
TypeSH
Market value$44.72M
6.24%
Sole
1.52M
Shared
0.00
None
0.00

SOLVENTUM CORP

SOLE
COM SHS
Shares671.15K
TypeSH
Market value$43.83M
6.11%
Sole
671.15K
Shared
0.00
None
0.00

MASIMO CORP

SOLE
COM
Shares244.70K
TypeSH
Market value$43.53M
6.07%
Sole
244.70K
Shared
0.00
None
0.00

KIMBERLY-CLARK CORP

SOLE
COM
Shares307.92K
TypeSH
Market value$29.70M
4.14%
Sole
307.92K
Shared
0.00
None
0.00

KENVUE INC

SOLE
COM
Shares1.66M
TypeSH
Market value$28.54M
3.98%
Sole
1.66M
Shared
0.00
None
0.00

H2O AMERICA

SOLE
COM
Shares391.65K
TypeSH
Market value$22.98M
3.20%
Sole
391.65K
Shared
0.00
None
0.00

GLOBE LIFE INC

SOLE
COM
Shares156.92K
TypeSH
Market value$21.84M
3.05%
Sole
156.92K
Shared
0.00
None
0.00

APTARGROUP INC

SOLE
COM
Shares155.42K
TypeSH
Market value$19.59M
2.73%
Sole
155.42K
Shared
0.00
None
0.00

LINDSAY CORP

SOLE
COM
Shares161.72K
TypeSH
Market value$19.26M
2.69%
Sole
161.72K
Shared
0.00
None
0.00

EVEREST GROUP LTD

SOLE
COM
Shares53.57K
TypeSH
Market value$17.51M
2.44%
Sole
53.57K
Shared
0.00
None
0.00

BECTON DICKINSON & CO

SOLE
COM
Shares106.78K
TypeSH
Market value$16.79M
2.34%
Sole
106.78K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares30.32K
TypeSH
Market value$14.90M
2.08%
Sole
30.32K
Shared
0.00
None
0.00

CALAVO GROWERS INC

SOLE
COM
Shares569.63K
TypeSH
Market value$14.69M
2.05%
Sole
569.63K
Shared
0.00
None
0.00

AVISTA CORP

SOLE
COM
Shares363.22K
TypeSH
Market value$14.58M
2.03%
Sole
363.22K
Shared
0.00
None
0.00

SCHEIN HENRY INC

SOLE
COM
Shares193.86K
TypeSH
Market value$14.29M
1.99%
Sole
193.86K
Shared
0.00
None
0.00

WATERS CORP

SOLE
COM
Shares40.50K
TypeSH
Market value$12.06M
1.68%
Sole
40.50K
Shared
0.00
None
0.00

IDEX CORP

SOLE
COM
Shares44.82K
TypeSH
Market value$8.50M
1.18%
Sole
44.82K
Shared
0.00
None
0.00

ESSENTIAL UTILS INC

SOLE
COM
Shares194.80K
TypeSH
Market value$7.84M
1.09%
Sole
194.80K
Shared
0.00
None
0.00

CNH INDL N V

SOLE
SHS
Shares653.12K
TypeSH
Market value$7.18M
1.00%
Sole
653.12K
Shared
0.00
None
0.00

NIKE INC

SOLE
CL B
Shares129K
TypeSH
Market value$6.81M
0.95%
Sole
129K
Shared
0.00
None
0.00

PORTLAND GEN ELEC CO

SOLE
COM NEW
Shares128.45K
TypeSH
Market value$6.78M
0.95%
Sole
128.45K
Shared
0.00
None
0.00
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