VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Q2 2021 Filing

Filed July 15, 2021

Portfolio Value

$9.9B

Holdings

199

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (199 positions)

StockValue
METAFACEBOOK INC-A
$269.5M
MSFTMICROSOFT CORP
$236.9M
MSIMOTOROLA SOLUTIONS INC
$232.2M
MRNAMODERNA INC
$223.3M
MAMASTERCARD INC-CLASS A
$219.2M
UNPUNION PACIFIC
$216.0M
TXNTEXAS INSTRUMENTS
$209.0M
AONAON PLC
$204.7M
SAIASAIA INC
$190.0M
UNHUNITEDHEALTH GROUP
$189.6M
3M4MASIMO CORPORATION
$187.1M
LWLAMB WESTON HOLDING INC-W/I
$180.0M
JKHYHENRY JACK & ASSOCIATES
$157.7M
AAPLAPPLE INC
$138.3M
OGM1COGENT COMMUNICATIONS HOLDINGS
$131.9M
NEENEXTERA ENERGY INC
$130.8M
ACNACCENTURE LTD CL A
$130.0M
IEIINSIGHT ENTERPRISES INC
$123.1M
ENQENTEGRIS INC
$122.5M
FTITECHNIPFMC PLC
$120.0M
PAHUSDELEMENT SOLUTIONS INC
$117.5M
OLEDUNIVERSAL DISPLAY CORP
$105.0M
FMCFMC CORP NEW
$98.4M
CA8ACACI INTERNATIONAL INC CL A
$96.5M
FNFABRINET
$93.9M
KOSKOSMOS ENERGY LTD
$93.7M
NTRNUTRIEN LTD
$90.8M
AVTRAVANTOR INC
$90.4M
CPRICAPRI HOLDINGS LTD
$90.3M
PACWUSDPACWEST BANCORP
$89.7M
ELANELANCO ANIMAL HEALTH INC
$85.1M
8INSYNEOS HEALTH INC
$83.8M
SHOSUNSTONE HOTEL INVESTORS INC
$82.6M
SHWSHERWIN WILLIAMS
$81.7M
CCCHEMOURS CO/THE
$76.8M
LPLALPL FINANCIAL HOLDING INC
$74.3M
PFGCPERFORMANCE FOOD GROUP CO
$72.7M
AXTAAXALTA COATING SYSTEMS LTD
$72.4M
ASGNASGN INC
$70.6M
FSSFEDERAL SIGNAL CORP
$70.5M
IWNISHARES RUSSELL 2000 VALUE INDEX FUND
$68.9M
EXLSEXLSERVICE HOLDINGS INC
$67.9M
UNVREURUNIVAR INC
$67.5M
SKAASKECHERS USA INC
$66.2M
TSEMTOWER SEMICONDUCTOR LTD
$64.2M
CCMPCMC Materials Inc
$62.8M
OVVOVINTIV INC
$62.7M
CSTMCONSTELLIUM SE
$61.7M
2362120DSINCLAIR BROADCAST GRP
$60.3M
MKSIMKS INSTRUMENTS INC
$59.7M
BFHALLIANCE DATA SYSTEMS CORP
$59.7M
MCMOELIS & CO - CLASS A
$59.3M
FANGDIAMONDBACK ENERGY INC
$58.7M
DXCDXC TECHNOLOGY CO
$55.3M
TGNATEGNA INC
$53.5M
HOLXHOLOGIC INC
$53.3M
COTYCOTY INC-CL A
$52.7M
BPOPPOPULAR INC
$52.7M
PXDEURPIONEER NAT
$52.4M
RBAGBPRITCHIE BROS AUCTIONEERS
$51.8M
LNWOSCIENTIFIC GAMES CORP
$51.5M
ALGALAMO GROUP INC
$51.0M
COHRII-VI INC
$50.8M
SPXCSPX CORP
$50.7M
IGTINTERNATIONAL GAME TECHNOLOG
$50.5M
BANCORPSOUTH INC
$50.1M
NXSTNEXSTAR MEDIA GROUP INC - CL A
$49.7M
BKUBANKUNITED INC
$48.6M
ARMKARAMARK HOLDINGS CORP
$48.6M
SIGISELECTIVE INSURANCE GROUP
$48.5M
SHCSOTERA HEALTH CO
$48.5M
JBLJABIL CIRCUIT INC
$48.2M
ON1OLD NATL BANCORP
$47.5M
SWCHEURSWITCH INC - A
$45.8M
NOMDNOMAD FOODS LTD
$45.1M
GPIGROUP 1 AUTOMOTIVE INC
$44.4M
RUSHARUSH ENTERPRISES INC CL A
$43.9M
HUBBHUBBELL INC CL B
$43.8M
OSKOSHKOSH TRUCK CORP
$43.6M
FCNFTI CONSULTING INC
$42.3M
SYFSYNCHRONY FINANCIAL
$41.7M
TKRTIMKEN CO
$41.5M
SOLARWINDS CORP
$41.1M
CR1USDCRANE CO
$41.0M
BROBROWN & BROWN INC
$40.2M
NVTNVENT ELECTRIC PLC
$39.7M
ATHENE HOLDING LTD-CLASS A
$38.6M
WSCWILLSCOT MOBILE MINI HOLDINGS
$38.5M
SRSPIRE INC
$38.2M
ROCKGIBRALTAR INDS INC
$37.8M
SWXSOUTHWEST GAS HOLDINGS INC
$37.8M
CCKCROWN CORK & SEAL CO INC
$37.6M
GATXGATX CORP
$37.6M
HBANHUNTINGTON BANCSHARES
$37.6M
FAFFIRST AMERICAN FINL CORP
$37.0M
AMEAMETEK INC
$36.3M
G2CEVERI HOLDINGS INC
$34.2M
AAMIBRIGHTSPHERE INVESTMENT GROUP PLC
$34.1M
RJFRAYMOND JAMES FINANCIAL INC
$33.9M
VSTVISTRA CORP
$33.9M
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