Filer Name: NUANCE INVESTMENTS, LLC
CIK: 1473182
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 53
Portfolio Value: $2.48B

Nuance Investments, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
XRAY US DENTSPLY SIRONA INC 13,545,981 $257M 10.38% 25.0% -
EL US ESTEE LAUDER COMPANIES-CL A 3,092,268 $232M 9.36% 192.0% -
QGEN US QIAGEN N.V. 4,145,012 $185M 7.45% -7.7% -
GL US GLOBE LIFE INC 1,234,069 $138M 5.56% 8.3% -
HSIC US HENRY SCHEIN INC 1,969,166 $136M 5.50% -13.6% -
WERN US WERNER ENTERPRISES INC 3,612,594 $130M 5.24% -8.4% -
NTRS US NORTHERN TRUST CORP 926,082 $95M 3.83% -49.3% -
NVST US ENVISTA HOLDINGS CORP 4,802,214 $93M 3.74% -34.6% -
SOLV US SOLVENTUM CORP 1,356,217 $90M 3.62% -17.3% -
ROG US ROGERS CORP 810,081 $82M 3.32% 26.6% -
MMM US 3M CO 585,957 $76M 3.05% -33.3% -
CWT US CALIFORNIA WATER SERVICE GRP 1,490,168 $68M 2.73% -8.8% -
KMB US KIMBERLY-CLARK CORP 509,202 $67M 2.69% -18.7% -
SJW US SJW GROUP 1,256,548 $62M 2.50% 4.3% -
KNX US KNIGHT-SWIFT TRANSPORTATION 1,117,896 $59M 2.39% 20.3% -
CLX US CLOROX COMPANY 359,112 $58M 2.35% -59.0% -
MRTN US MARTEN TRANSPORT LTD 3,196,811 $50M 2.01% 21.7% -
NOC US NORTHROP GRUMMAN CORP 90,673 $43M 1.72% 13.4% -
CVGW US CALAVO GROWERS INC 1,663,515 $42M 1.71% 1.6% -
IDA US IDACORP INC 384,317 $42M 1.70% -51.5% -
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