NUANCE INVESTMENTS, LLC Q1 2024 Filing

Filed May 7, 2024

Portfolio Value

$3.8B

Holdings

49

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (49 positions)

#StockSharesValue% PortfolioType
1
MMM3M CO
3,655,973$387.7T10170848.01%
2
XRAYDENTSPLY SIRONA INC
10,477,587$347.8T9121888.34%
3
KMBKIMBERLY-CLARK CORP
1,955,488$252.9T6634950.98%
4
NTRSNORTHERN TR CORP
2,578,147$229.2T6013445.11%
5
QGENQIAGEN NV
4,493,489$193.2T5067192.02%
6
JT5MUELLER WTR PRODS INC
10,514,787$169.2T4437851.30%
7
RGAREINSURANCE GRP OF AMERICA I
775,295$149.5T3922550.05%
8
CWTCALIFORNIA WTR SVC GROUP
3,013,749$140.1T3674425.19%
9
HSICHENRY SCHEIN INC
1,755,190$132.6T3476982.15%
10
AWCAMERICAN WTR WKS CO INC NEW
958,309$117.1T3072051.49%
11
WERNWERNER ENTERPRISES INC
2,948,542$115.3T3025676.03%
12
NVSTENVISTA HOLDINGS CORPORATION
4,781,320$102.2T2681458.66%
13
CLXCLOROX CO DEL
637,580$97.6T2560674.81%
14
DGXQUEST DIAGNOSTICS INC
681,636$90.7T2380014.98%
15
IDAIDACORP INC
936,181$87.0T2281102.86%
16
CALMCAL MAINE FOODS INC
1,380,843$81.3T2131606.23%
17
HRHEALTHCARE RLTY TR
5,521,742$78.1T2049459.78%
18
HTOSJW GROUP
1,331,827$75.4T1976986.79%
19
MCXMCCORMICK & CO INC
952,479$73.2T1919063.47%
20
HP5AEQUITY COMWLTH
3,068,439$57.9T1519622.45%
21
ILMNILLUMINA INC
384,981$52.9T1386723.16%
22
HOLXHOLOGIC INC
665,447$51.9T1360821.78%
23
INDBINDEPENDENT BK CORP MASS
961,932$50.0T1312596.11%
24
AVOMISSION PRODUCE INC
3,972,841$47.2T1236995.48%
25
TOWNTOWNEBANK PORTSMOUTH VA
1,613,305$45.3T1187464.06%
26
AVAAVISTA CORP
1,292,053$45.2T1186896.00%
27
PORPORTLAND GEN ELEC CO
1,054,879$44.3T1162165.70%
28
ATRAPTARGROUP INC
306,514$44.1T1156904.69%
29
NOCNORTHROP GRUMMAN CORP
88,345$42.3T1109219.41%
30
CVGWCALAVO GROWERS INC
1,390,893$38.7T1014637.29%
31
DOCHEALTHPEAK PROPERTIES INC
2,011,096$37.7T989123.12%
32
GLGLOBE LIFE INC
320,782$37.3T979189.83%
33
LNNLINDSAY CORP
302,852$35.6T934706.74%
34
DEODIAGEO PLC
183,602$27.3T716360.20%
35
WATWATERS CORP
77,368$26.6T698594.51%
36
MRTNMARTEN TRANS LTD
1,305,306$24.1T632747.51%
37
GGGGRACO INC
255,359$23.9T626027.64%
38
BDXBECTON DICKINSON & CO
93,248$23.1T605258.65%
39
LMTLOCKHEED MARTIN CORP
39,957$18.2T476752.49%
40
KVUEKENVUE INC
768,940$16.5T432851.07%
41
TELTE CONNECTIVITY LTD
108,913$15.8T414936.32%
42
IEXIDEX CORP
63,572$15.5T406917.48%
43
AG8AGILENT TECHNOLOGIES INC
105,464$15.3T402543.47%
44
DDDUPONT DE NEMOURS INC
162,365$12.4T326538.20%
45
ALBALBEMARLE CORP
93,899$12.4T324485.38%
46
TRVTRAVELERS COMPANIES INC
51,439$11.8T310525.96%
47
TMOTHERMO FISHER SCIENTIFIC INC
18,443$10.7T281177.91%
48
IWSISHARES TR
59,066$7.4T194539.19%
49
ULUNILEVER PLC
10,987$551.5B14465.24%