VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Q1 2024 Filing

Filed April 18, 2024

Portfolio Value

$11.4M

Holdings

203

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (203 positions)

StockValue
MSFTMICROSOFT CORP
$394.0M
AMZNAMAZON.COM INC
$316.0M
GOOGLALPHABET INC-CL A
$285.0M
JPMJP MORGAN CHASE & CO
$256.0M
DISTHE WALT DISNEY CO
$241.0M
SHWSHERWIN WILLIAMS
$232.0M
DHRDANAHER CORP
$224.0M
ICEINTERCONTINENTAL EXCHANGE INC
$219.0M
ZTSZOETIS INC
$216.0M
BRK/BBERKSHIRE HATHAWAY INC CL B
$212.0M
ACNACCENTURE LTD CL A
$207.0M
ONON SEMICONDUCTOR CORPORATION
$197.1M
DC4DEXCOM INC
$193.0M
UNPUNION PACIFIC
$183.0M
CRMSALESFORCE.COM INC
$180.0M
ELESTEE LAUDER COS CL A
$177.0M
SNOWSNOWFLAKE INC-CLASS A
$168.0M
KOSKOSMOS ENERGY LTD
$147.2M
PLDPROLOGIS INC
$141.0M
PAHUSDELEMENT SOLUTIONS INC
$117.3M
WEAWESTERN ALLIANCE BANCORP
$101.9M
CMACOMERICA INC
$97.8M
IEIINSIGHT ENTERPRISES INC
$94.3M
IBPINSTALLED BUILDING PRODUCTS
$94.2M
HESHESS CORP
$94.0M
DASHDOORDASH INC - A
$90.6M
ZIONZIONS BANCORP
$89.9M
CNMCORE & MAIN INC-CLASS A
$83.2M
KEXKIRBY CORP
$83.1M
FAFFIRST AMERICAN FINL CORP
$80.0M
JBIJANUS INTERNATIONAL GROUP IN
$77.0M
SKAASKECHERS USA INC
$73.9M
BECNUSDBEACON ROOFING SUPPLY INC
$73.0M
ALGALAMO GROUP INC
$72.2M
FTITECHNIPFMC PLC
$71.4M
FNFABRINET
$69.2M
CCCHEMOURS CO/THE
$68.1M
CSTMCONSTELLIUM SE
$66.4M
SKYSKYLINE CHAMPION CORP
$66.2M
PRCENTENNIAL RESOURCE DEVELO-A
$65.0M
RCLROYAL CARIBBEAN CRUISES LTD
$64.4M
FANGDIAMONDBACK ENERGY INC
$63.3M
LSTRLANDSTAR SYSTEM INC
$63.0M
STAGSTAG INDUSTRIAL INC
$62.1M
NDAQNASDAQ INC
$61.4M
SIGISELECTIVE INSURANCE GROUP
$61.2M
IQVIQIVA HOLDINGS INC
$60.4M
APAMARTISAN PARTNERS ASSET MGMT CL A
$59.0M
CHRDOASIS PETROLEUM INC
$58.0M
MTRNMATERION CORP
$57.2M
RMBS*RAMBUS INC
$56.2M
CWKCUSHMAN & WAKEFIELD PLC
$56.1M
RRRRED ROCK RESORTS INC-CLASS A
$55.2M
EVREVERCORE PARTNERS INC-CL A
$55.1M
ASGNASGN INC
$55.0M
NNNNATIONAL RETAIL PROPERTIES INC
$55.0M
VMCVULCAN MATERIALS CO
$53.3M
MTDRMATADOR RESOURCES CO
$53.0M
ALSALLSTATE CORP
$52.3M
AXTAAXALTA COATING SYSTEMS LTD
$52.2M
RUSHARUSH ENTERPRISES INC CL A
$51.0M
ROFKFORCE INC
$50.1M
PBPROSPERITY BANCSHARES INC
$50.0M
MURMURPHY OIL USA INC
$50.0M
MRVLMARVELL TECHNOLOGY GROUP LTD
$49.3M
GMEDGLOBUS MEDICAL INC - A
$49.2M
CADECADENCE BANK
$49.0M
HQYHEALTHEQUITY INC
$47.0M
CTVACORTEVA INC
$46.3M
UBSIUNITED BANKSHARES INC
$45.0M
AAONAAON INC
$45.0M
VVVVALVOLINE INC
$45.0M
MGRCMCGRATH RENTCORP
$45.0M
CA8ACACI INTERNATIONAL INC CL A
$44.3M
ASOACADEMY SPORTS & OUTDOORS IN
$44.0M
AGNCAGNC Investment Corp
$43.0M
SIGSIGNET JEWELERS LTD
$43.0M
GILGILDAN ACTIVEWEAR -A
$43.0M
RGAREINSURANCE GRP OF AMERI-A
$42.3M
TYLTYLER TECHNOLOGIES INC
$42.2M
WMSADVANCED DRAINAGE SYSTEMS IN
$42.0M
GATXGATX CORP
$42.0M
TFIITFI INTERNATIONAL INC
$41.3M
APOAPOLLO GLOBAL MANAGEMENT INC
$41.3M
BWXTBWX TECHNOLOGIES INC
$40.0M
EXREXTRA SPACE STORAGE
$39.2M
NVTNVENT ELECTRIC PLC
$37.2M
EGPEASTGROUP PROPERTIES INC
$37.2M
COTYCOTY INC-CL A
$36.0M
CDWCDW CORP/DE
$35.1M
VMIVALMONT INDUSTRIES
$35.0M
UCTTULTRA CLEAN HOLDINGS
$35.0M
PTENPATTERSON-UTI ENERGY INC
$35.0M
AVYAVERY DENNISON CORP
$34.1M
MFAMFA MORTGAGE INVESTMENTS INC
$34.0M
FELEFRANKLIN ELECTRIC CO INC
$34.0M
ACHCACADIA HEALTHCARE CO INC
$33.0M
FSSFEDERAL SIGNAL CORP
$31.0M
RRCRANGE RESOURCES CORP
$30.3M
AXONAXON ENTERPRISE INC
$30.0M
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