VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Q1 2022 Filing

Filed May 4, 2022

Portfolio Value

$8.8B

Holdings

208

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (208 positions)

StockValue
MSIMOTOROLA SOLUTIONS INC
$306.7M
BRK/BBERKSHIRE HATHAWAY INC CL B
$259.1M
MSFTMICROSOFT CORP
$246.5M
UNPUNION PACIFIC
$240.0M
DHRDANAHER CORP
$234.1M
VRTXVERTEX PHARMACEUTICALS INC
$226.7M
JNJJOHNSON & JOHNSON
$217.6M
NEENEXTERA ENERGY INC
$215.8M
WPMWHEATON PRECIOUS METALS CORP
$210.6M
ICEINTERCONTINENTAL EXCHANGE INC
$209.0M
AONAON PLC
$196.8M
KOSKOSMOS ENERGY LTD
$182.8M
CLXCLOROX CO
$178.4M
JKHYHENRY JACK & ASSOCIATES
$172.5M
SAIASAIA INC
$161.4M
NTRNUTRIEN LTD
$144.5M
OGM1COGENT COMMUNICATIONS HOLDINGS
$118.5M
NVDANVIDIA CORP
$116.3M
SHWSHERWIN WILLIAMS
$110.3M
CATCATERPILLAR
$102.4M
IEIINSIGHT ENTERPRISES INC
$95.6M
DGDOLLAR GENERAL CORP
$93.4M
EXLSEXLSERVICE HOLDINGS INC
$88.7M
CA8ACACI INTERNATIONAL INC CL A
$87.9M
PAHUSDELEMENT SOLUTIONS INC
$86.4M
FMCFMC CORP NEW
$82.2M
ENQENTEGRIS INC
$78.4M
MPWRMONOLITHIC POWER SYSTEMS INC
$77.0M
AVTRAVANTOR INC
$76.6M
MCXMCCORMICK & CO NON VTG
$76.0M
PXDEURPIONEER NAT
$71.8M
SWN1EURSOUTHWESTERN ENERGY CO
$71.7M
NXSTNEXSTAR MEDIA GROUP INC - CL A
$66.8M
8INSYNEOS HEALTH INC
$65.9M
ASGNASGN INC
$65.5M
ELANELANCO ANIMAL HEALTH INC
$64.5M
MOHMOLINA HEALTHCARE INC
$63.0M
GATXGATX CORP
$62.5M
AEEAMEREN CORPORATION
$59.9M
EVRGEVERGY INC
$59.4M
CMSCMS ENERGY CORP
$59.1M
LNTALLIANT ENERGY CORP
$59.0M
HOLXHOLOGIC INC
$59.0M
CCKCROWN CORK & SEAL CO INC
$57.1M
CCCHEMOURS CO/THE
$56.8M
COHRII-VI INC
$54.6M
FCNFTI CONSULTING INC
$52.5M
WSCWILLSCOT MOBILE MINI HOLDINGS
$51.6M
VSTVISTRA CORP
$50.8M
SHCSOTERA HEALTH CO
$50.5M
OVVOVINTIV INC
$50.2M
LAZRLUMINAR TECHNOLOGIES INC
$49.6M
RBAGBPRITCHIE BROS AUCTIONEERS
$49.2M
MKSIMKS INSTRUMENTS INC
$49.0M
TGNATEGNA INC
$47.5M
SIGISELECTIVE INSURANCE GROUP
$47.0M
SWXSOUTHWEST GAS HOLDINGS INC
$46.0M
SRSPIRE INC
$43.9M
ALSALLSTATE CORP
$42.9M
WNSNWNS HOLDINGS LTD-ADR
$42.7M
PACWUSDPACWEST BANCORP
$42.5M
IGTINTERNATIONAL GAME TECHNOLOG
$42.3M
FSSFEDERAL SIGNAL CORP
$41.1M
RSGREPUBLIC SERVICES INC
$39.3M
MMSMAXIMUS INC
$39.3M
COTYCOTY INC-CL A
$37.8M
TRWHEURBALLYS INC
$37.4M
2362120DSINCLAIR BROADCAST GRP
$37.4M
LSTRLANDSTAR SYSTEM INC
$37.4M
FAFFIRST AMERICAN FINL CORP
$37.1M
ARANTERO RESOURCES CORP
$37.0M
BECNUSDBEACON ROOFING SUPPLY INC
$36.8M
ALGALAMO GROUP INC
$36.3M
FANGDIAMONDBACK ENERGY INC
$35.9M
AMEAMETEK INC
$35.2M
AJGGALLAGHER A J
$33.6M
KEXKIRBY CORP
$32.5M
CNMCORE & MAIN INC-CLASS A
$32.5M
ON1OLD NATL BANCORP
$32.2M
PDCEUSDPDC ENERGY INC
$32.2M
LESLLESLIES INC
$32.0M
IBPINSTALLED BUILDING PRODUCTS
$31.6M
IQVIQIVA HOLDINGS INC
$30.9M
PFGCPERFORMANCE FOOD GROUP CO
$30.2M
COOCOOPER COMPANIES INC
$30.0M
AEISADVANCED ENERGY INDS
$29.9M
IWSISHARES RUSSELL MIDCAP VALUE INDEX FUND
$29.1M
RITMNEW RESIDENTIAL INVESTMENT
$27.8M
WSOWATSCO INC
$27.1M
G2CEVERI HOLDINGS INC
$26.8M
FNFABRINET
$26.1M
SPXCSPX CORP
$25.9M
RUSHARUSH ENTERPRISES INC CL A
$25.1M
NABLN-ABLE INC
$25.0M
CPRICAPRI HOLDINGS LTD
$24.7M
BROBROWN & BROWN INC
$24.7M
UCBUNITED COMMUNITY BANKS/GA
$23.9M
SSBUSDSOUTH STATE CORP
$23.8M
GKDGRAND CANYON EDUCATION INC
$23.5M
CRKCOMSTOCK RESOURCES INC
$23.3M
Page 1 of 3Next