NUANCE INVESTMENTS, LLC Q3 2024 Filing

Filed November 8, 2024

Portfolio Value

$3.0B

Holdings

48

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (48 positions)

#StockSharesValue% PortfolioType
1
XRAYDENTSPLY SIRONA INC
10,837,884$293.3T9850566.79%
2
QGENQIAGEN NV
4,492,954$204.7T6877014.17%
3
HSICHENRY SCHEIN INC
2,278,081$166.1T5578091.65%
4
NTRSNORTHERN TR CORP
1,826,920$164.5T5524529.99%
5
WERNWERNER ENTERPRISES INC
3,943,893$152.2T5111975.03%
6
NVSTENVISTA HOLDINGS CORPORATION
7,346,534$145.2T4875945.79%
7
CLXCLOROX CO DEL
875,994$142.7T4793335.43%
8
GLGLOBE LIFE INC
1,138,978$120.6T4051736.40%
9
MMM3M CO
878,688$120.0T4029151.61%
10
SOLVSOLVENTUM CORP
1,639,353$114.3T3839006.11%
11
ELLAUDER ESTEE COS INC
1,059,080$105.6T3546248.46%
12
KMBKIMBERLY-CLARK CORP
626,401$89.1T2993518.86%
13
CWTCALIFORNIA WTR SVC GROUP
1,633,693$88.6T2975209.53%
14
IDAIDACORP INC
793,134$81.8T2746326.52%
15
RG6ROGERS CORP
639,936$72.3T2429084.04%
16
HTOSJW GROUP
1,204,519$70.0T2351005.28%
17
RGAREINSURANCE GRP OF AMERICA I
249,053$54.3T1822488.93%
18
KNXKNIGHT-SWIFT TRANSN HLDGS IN
929,083$50.1T1683584.29%
19
MCXMCCORMICK & CO INC
601,334$49.5T1662281.47%
20
CVGWCALAVO GROWERS INC
1,636,969$46.7T1568668.16%
21
MRTNMARTEN TRANS LTD
2,627,111$46.5T1561854.90%
22
SRCLSTERICYCLE INC
699,924$42.7T1434066.84%
23
NOCNORTHROP GRUMMAN CORP
79,953$42.2T1418003.63%
24
GGGGRACO INC
456,680$40.0T1342327.63%
25
JT5MUELLER WTR PRODS INC
1,833,217$39.8T1336172.86%
26
ATRAPTARGROUP INC
244,637$39.2T1316275.28%
27
AVOMISSION PRODUCE INC
2,922,979$37.5T1258643.14%
28
AVAAVISTA CORP
858,376$33.3T1117218.78%
29
PORPORTLAND GEN ELEC CO
694,282$33.3T1117019.23%
30
IEXIDEX CORP
138,893$29.8T1000680.20%
31
TTCTORO CO
336,057$29.1T978974.82%
32
LNNLINDSAY CORP
230,779$28.8T966146.45%
33
HP5AEQUITY COMWLTH
1,132,104$22.5T756707.75%
34
WATWATERS CORP
58,223$21.0T703785.44%
35
LUVSOUTHWEST AIRLS CO
701,400$20.8T698049.93%
36
DOCHEALTHPEAK PROPERTIES INC
757,455$17.3T581850.83%
37
QA4AGENTHERM INC
359,924$16.8T562755.54%
38
AWCAMERICAN WTR WKS CO INC NEW
114,476$16.7T562303.77%
39
TELTE CONNECTIVITY PLC
108,940$16.5T553632.73%
40
HOLXHOLOGIC INC
164,683$13.4T450589.16%
41
TOWNTOWNEBANK PORTSMOUTH VA
301,453$10.0T334743.24%
42
ALB 7.25 03/01/27ALBEMARLE CORP
200,498$9.0T303048.51%
43
SYYSYSCO CORP
113,299$8.8T297058.67%
44
KVUEKENVUE INC
379,568$8.8T294885.80%
45
ROKROCKWELL AUTOMATION INC
32,680$8.8T294675.57%
46
INDBINDEPENDENT BK CORP MASS
108,821$6.4T216127.09%
47
TMOTHERMO FISHER SCIENTIFIC INC
7,400$4.6T153744.31%
48
IWSISHARES TR
17,811$2.3T78913.62%