NUANCE INVESTMENTS, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$1.5T
Holdings
49
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ELLAUDER ESTEE COS INC | 2,447,994 | $161.6B | 10.61% | |
| 2 | XRAYDENTSPLY SIRONA INC | 8,987,359 | $134.3B | 8.82% | |
| 3 | QGENQIAGEN NV | 2,778,349 | $111.6B | 7.33% | |
| 4 | CWTCALIFORNIA WTR SVC GROUP | 2,017,511 | $97.8B | 6.42% | |
| 5 | WERNWERNER ENTERPRISES INC | 2,833,654 | $83.0B | 5.45% | |
| 6 | GLGLOBE LIFE INC | 554,521 | $73.0B | 4.80% | |
| 7 | MRTNMARTEN TRANS LTD | 5,237,442 | $71.9B | 4.72% | |
| 8 | HOLXHOLOGIC INC | 1,081,333 | $66.8B | 4.39% | |
| 9 | HTOSJW GROUP | 1,167,968 | $63.9B | 4.20% | |
| 10 | HSICHENRY SCHEIN INC | 910,463 | $62.4B | 4.10% | |
| 11 | SOLVSOLVENTUM CORP | 700,370 | $53.3B | 3.50% | |
| 12 | NTRSNORTHERN TR CORP | 469,410 | $46.3B | 3.04% | |
| 13 | CLXCLOROX CO DEL | 300,267 | $44.2B | 2.90% | |
| 14 | CVGWCALAVO GROWERS INC | 1,770,251 | $42.5B | 2.79% | |
| 15 | RG6ROGERS CORP | 617,347 | $41.7B | 2.74% | |
| 16 | PYCRPAYCOR HCM INC | 1,401,983 | $31.5B | 2.07% | |
| 17 | NVSTENVISTA HOLDINGS CORPORATION | 1,464,372 | $25.3B | 1.66% | |
| 18 | ATRAPTARGROUP INC | 144,710 | $21.5B | 1.41% | |
| 19 | AWCAMERICAN WTR WKS CO INC NEW | 143,054 | $21.1B | 1.39% | |
| 20 | AVOMISSION PRODUCE INC | 1,939,257 | $20.3B | 1.33% | |
| 21 | TTCTORO CO | 255,292 | $18.6B | 1.22% | |
| 22 | IEXIDEX CORP | 95,280 | $17.2B | 1.13% | |
| 23 | RGAREINSURANCE GRP OF AMERICA I | 83,430 | $16.4B | 1.08% | |
| 24 | KMBKIMBERLY-CLARK CORP | 110,595 | $15.7B | 1.03% | |
| 25 | AMATAPPLIED MATLS INC | 101,811 | $14.8B | 0.97% | |
| 26 | BDXBECTON DICKINSON & CO | 63,551 | $14.6B | 0.96% | |
| 27 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 330,596 | $14.4B | 0.94% | |
| 28 | NOCNORTHROP GRUMMAN CORP | 27,996 | $14.3B | 0.94% | |
| 29 | IWSISHARES TR | 97,008 | $12.2B | 0.80% | |
| 30 | GGGGRACO INC | 102,794 | $8.6B | 0.56% | |
| 31 | PORPORTLAND GEN ELEC CO | 192,295 | $8.6B | 0.56% | |
| 32 | LNNLINDSAY CORP | 66,727 | $8.4B | 0.55% | |
| 33 | NKENIKE INC | 132,438 | $8.4B | 0.55% | |
| 34 | AG8AGILENT TECHNOLOGIES INC | 71,070 | $8.3B | 0.55% | |
| 35 | LMTLOCKHEED MARTIN CORP | 18,187 | $8.1B | 0.53% | |
| 36 | MTBM & T BK CORP | 34,048 | $6.1B | 0.40% | |
| 37 | DYHTARGET CORP | 57,886 | $6.0B | 0.40% | |
| 38 | CNHICNH INDL N V | 491,384 | $6.0B | 0.40% | |
| 39 | NDSNNORDSON CORP | 29,866 | $6.0B | 0.40% | |
| 40 | REEVEREST GROUP LTD | 16,404 | $6.0B | 0.39% | |
| 41 | QA4AGENTHERM INC | 207,667 | $5.6B | 0.36% | |
| 42 | IDAIDACORP INC | 42,101 | $4.9B | 0.32% | |
| 43 | AREALEXANDRIA REAL ESTATE EQ IN | 47,030 | $4.4B | 0.29% | |
| 44 | DOCHEALTHPEAK PROPERTIES INC | 215,124 | $4.3B | 0.29% | |
| 45 | INDBINDEPENDENT BK CORP MASS | 64,800 | $4.1B | 0.27% | |
| 46 | TMOTHERMO FISHER SCIENTIFIC INC | 6,582 | $3.3B | 0.22% | |
| 47 | ALB 7.25 03/01/27ALBEMARLE CORP | 72,164 | $2.6B | 0.17% | |
| 48 | IJJISHARES TR | 5,247 | $628.2M | 0.04% | |
| 49 | MMM3M CO | 1,886 | $276.9M | 0.02% |