NUANCE INVESTMENTS, LLC Q2 2024 Filing

Filed August 8, 2024

Portfolio Value

$3.3B

Holdings

48

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (48 positions)

#StockSharesValue% PortfolioType
1
XRAYDENTSPLY SIRONA INC
10,879,916$271.0T8281905.04%
2
MMM3M CO
2,594,900$265.1T8102161.79%
3
CLXCLOROX CO DEL
1,597,674$218.0T6662793.35%
4
QGENQIAGEN NV
5,271,494$216.6T6619127.98%
5
NTRSNORTHERN TR CORP
2,282,206$191.7T5856822.11%
6
CWTCALIFORNIA WTR SVC GROUP
2,675,626$129.7T3964681.86%
7
KMBKIMBERLY-CLARK CORP
905,221$125.1T3822890.55%
8
HSICHENRY SCHEIN INC
1,863,333$119.4T3649894.33%
9
NVSTENVISTA HOLDINGS CORPORATION
7,038,313$117.0T3576800.14%
10
SOLVSOLVENTUM CORP
2,190,410$115.8T3539547.89%
11
WERNWERNER ENTERPRISES INC
3,167,616$113.5T3468252.46%
12
IDAIDACORP INC
1,114,475$103.8T3172373.60%
13
JT5MUELLER WTR PRODS INC
5,208,286$93.3T2852093.71%
14
RGAREINSURANCE GRP OF AMERICA I
438,540$90.0T2750806.96%
15
HTOSJW GROUP
1,565,428$84.9T2593722.41%
16
AWCAMERICAN WTR WKS CO INC NEW
618,060$79.8T2439435.49%
17
MCXMCCORMICK & CO INC
1,052,220$74.6T2281017.90%
18
RG6ROGERS CORP
376,038$45.4T1385945.02%
19
NOCNORTHROP GRUMMAN CORP
102,260$44.6T1362336.47%
20
ATRAPTARGROUP INC
308,805$43.5T1328767.33%
21
MRTNMARTEN TRANS LTD
2,323,979$42.9T1310265.92%
22
PORPORTLAND GEN ELEC CO
942,294$40.7T1245097.11%
23
AVAAVISTA CORP
1,174,395$40.6T1242071.74%
24
ILMNILLUMINA INC
384,421$40.1T1226190.59%
25
SRCLSTERICYCLE INC
641,033$37.3T1138705.88%
26
GLGLOBE LIFE INC
445,632$36.7T1120474.66%
27
GGGGRACO INC
459,873$36.5T1114120.56%
28
LNNLINDSAY CORP
270,041$33.2T1014008.04%
29
AVOMISSION PRODUCE INC
3,016,853$29.8T910839.93%
30
CVGWCALAVO GROWERS INC
1,308,149$29.7T907431.84%
31
IEXIDEX CORP
143,343$28.8T881324.40%
32
HP5AEQUITY COMWLTH
1,420,055$27.5T841856.15%
33
KNXKNIGHT-SWIFT TRANSN HLDGS IN
532,476$26.6T812279.29%
34
LMTLOCKHEED MARTIN CORP
54,358$25.4T775894.69%
35
WATWATERS CORP
85,915$24.9T761734.28%
36
HRHEALTHCARE RLTY TR
1,448,367$23.9T729025.46%
37
DOCHEALTHPEAK PROPERTIES INC
1,216,493$23.8T728612.37%
38
HOLXHOLOGIC INC
312,867$23.2T709883.88%
39
INDBINDEPENDENT BK CORP MASS
452,409$22.9T701199.63%
40
LUVSOUTHWEST AIRLS CO
754,036$21.6T659236.01%
41
KVUEKENVUE INC
1,158,564$21.1T643642.87%
42
CALMCAL MAINE FOODS INC
325,524$19.9T607892.14%
43
TOWNTOWNEBANK PORTSMOUTH VA
723,630$19.7T603021.04%
44
TELTE CONNECTIVITY LTD
130,456$19.6T599694.02%
45
ALBALBEMARLE CORP
111,338$10.6T324989.03%
46
ELLAUDER ESTEE COS INC
86,281$9.2T280534.56%
47
TMOTHERMO FISHER SCIENTIFIC INC
12,850$7.1T217152.02%
48
IWSISHARES TR
49,118$5.9T181452.84%