VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Q1 2023 Filing

Filed May 8, 2023

Portfolio Value

$8.1M

Holdings

216

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (216 positions)

StockValue
WPMWHEATON PRECIOUS METALS CORP
$272.0M
MSFTMICROSOFT CORP
$268.0M
MSIMOTOROLA SOLUTIONS INC
$259.4M
NEENEXTERA ENERGY INC
$217.0M
CRMSALESFORCE.COM INC
$213.0M
CLXCLOROX CO
$205.0M
SHWSHERWIN WILLIAMS
$204.0M
ICEINTERCONTINENTAL EXCHANGE INC
$203.0M
DHRDANAHER CORP
$191.0M
DGDOLLAR GENERAL CORP
$187.0M
MCXMCCORMICK & CO NON VTG
$186.0M
AMZNAMAZON.COM INC
$171.0M
AONAON PLC
$148.0M
VRTXVERTEX PHARMACEUTICALS INC
$147.0M
GOOGLALPHABET INC-CL A
$142.0M
JNJJOHNSON & JOHNSON
$136.0M
UNPUNION PACIFIC
$132.0M
OGM1COGENT COMMUNICATIONS HOLDINGS
$131.0M
KOSKOSMOS ENERGY LTD
$130.0M
NVDANVIDIA CORP
$126.0M
SAIASAIA INC
$120.0M
BRK/BBERKSHIRE HATHAWAY INC CL B
$111.0M
VRSNVERISIGN INC
$99.0M
IEIINSIGHT ENTERPRISES INC
$97.1M
PLDPROLOGIS INC
$96.0M
VRSKVERISK ANALYTICS INC
$88.0M
ENQENTEGRIS INC
$80.1M
PAHUSDELEMENT SOLUTIONS INC
$79.1M
CBOECBOE HOLDINGS INC
$78.1M
MPWRMONOLITHIC POWER SYSTEMS INC
$77.0M
WNSNWNS HOLDINGS LTD-ADR
$68.1M
RSGREPUBLIC SERVICES INC
$63.4M
GATXGATX CORP
$62.0M
WSCWILLSCOT MOBILE MINI HOLDINGS
$61.4M
PFGCPERFORMANCE FOOD GROUP CO
$57.6M
RMBS*RAMBUS INC
$56.1M
FDSFACTSET RESEARCH SYSTEMS INC
$52.3M
NXSTNEXSTAR MEDIA GROUP INC
$51.3M
UNVREURUNIVAR INC
$49.1M
FNFABRINET
$48.1M
IGTINTERNATIONAL GAME TECHNOLOG
$47.1M
FELEFRANKLIN ELECTRIC CO INC
$47.0M
IBPINSTALLED BUILDING PRODUCTS
$46.1M
ALGALAMO GROUP INC
$46.1M
AVTRAVANTOR INC
$45.5M
ABGAMERISOURCEBERGEN CORP
$45.3M
ASGNASGN INC
$45.0M
LSTRLANDSTAR SYSTEM INC
$43.0M
NSANATIONAL STORAGE AFFILIATES
$42.1M
STAGSTAG INDUSTRIAL INC
$41.1M
MMSMAXIMUS INC
$40.3M
ALSALLSTATE CORP
$39.3M
TYLTYLER TECHNOLOGIES INC
$39.3M
CA8ACACI INTERNATIONAL INC CL A
$38.2M
AMEAMETEK INC
$37.3M
AJGGALLAGHER A J
$37.2M
EXLSEXLSERVICE HOLDINGS INC
$37.1M
SRSPIRE INC
$37.0M
NDAQNASDAQ INC
$36.2M
KEXKIRBY CORP
$36.1M
CCCHEMOURS CO/THE
$36.0M
ROFKFORCE INC
$35.1M
CNMCORE & MAIN INC-CLASS A
$35.1M
AEISADVANCED ENERGY INDS
$35.0M
CHDCHURCH & DWIGHT CO INC
$34.2M
SIGISELECTIVE INSURANCE GROUP
$34.1M
BECNUSDBEACON ROOFING SUPPLY INC
$34.0M
FAFFIRST AMERICAN FINL CORP
$34.0M
FMCFMC CORP NEW
$33.2M
WTSWATTS WATER TECHNOLOGIES-A
$33.0M
AEEAMEREN CORPORATION
$32.2M
CPRICAPRI HOLDINGS LTD
$32.1M
MKSIMKS INSTRUMENTS INC
$32.0M
LNTALLIANT ENERGY CORP
$31.2M
IQVIQIVA HOLDINGS INC
$31.1M
VIRTVIRTU FINANCIAL INC-CLASS A
$31.1M
FSSFEDERAL SIGNAL CORP
$31.0M
SWXSOUTHWEST GAS HOLDINGS INC
$31.0M
G2CEVERI HOLDINGS INC
$31.0M
EVRGEVERGY INC
$30.2M
CMSCMS ENERGY CORP
$30.2M
NVTNVENT ELECTRIC PLC
$30.1M
OTISOTIS WORLDWIDE CORP
$29.1M
VSTVISTRA CORP
$28.2M
ICHRICHOR HOLDINGS LTD
$26.0M
THCTENET HEALTHCARE CORP
$26.0M
RGAREINSURANCE GRP OF AMERI-A
$26.0M
AAMIBRIGHTSPHERE INVESTMENT GROUP PLC
$24.9M
VMCVULCAN MATERIALS CO
$23.9M
IWSISHARES RUSSELL MIDCAP VALUE INDEX FUND
$23.5M
UCTTULTRA CLEAN HOLDINGS
$23.0M
TGNATEGNA INC
$23.0M
RITMRITHM CAPITAL CORP
$22.9M
COOCOOPER COMPANIES INC
$22.8M
WSOWATSCO INC
$22.0M
TRWHEURBALLYS INC
$22.0M
WMSADVANCED DRAINAGE SYSTEMS IN
$22.0M
RUSHARUSH ENTERPRISES INC CL A
$22.0M
HOLXHOLOGIC INC
$21.9M
FANGDIAMONDBACK ENERGY INC
$21.9M
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