VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Q2 2022 Filing

Filed July 22, 2022

Portfolio Value

$7.4B

Holdings

209

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (209 positions)

StockValue
VRTXVERTEX PHARMACEUTICALS INC
$242.8M
MSIMOTOROLA SOLUTIONS INC
$217.3M
JNJJOHNSON & JOHNSON
$216.4M
DGDOLLAR GENERAL CORP
$209.9M
NEENEXTERA ENERGY INC
$206.8M
MSFTMICROSOFT CORP
$203.8M
BRK/BBERKSHIRE HATHAWAY INC CL B
$194.1M
CLXCLOROX CO
$186.3M
UNPUNION PACIFIC
$186.0M
ICEINTERCONTINENTAL EXCHANGE INC
$172.1M
MCXMCCORMICK & CO NON VTG
$170.6M
JKHYHENRY JACK & ASSOCIATES
$167.1M
WPMWHEATON PRECIOUS METALS CORP
$166.9M
AONAON PLC
$162.0M
KOSKOSMOS ENERGY LTD
$157.6M
DHRDANAHER CORP
$125.6M
OGM1COGENT COMMUNICATIONS HOLDINGS
$119.5M
NTRNUTRIEN LTD
$110.2M
SAIASAIA INC
$109.7M
SHWSHERWIN WILLIAMS
$96.6M
AMZNAMAZON.COM INC
$96.1M
EXLSEXLSERVICE HOLDINGS INC
$85.1M
CATCATERPILLAR
$80.4M
IEIINSIGHT ENTERPRISES INC
$71.6M
NXSTNEXSTAR MEDIA GROUP INC - CL A
$70.7M
PAHUSDELEMENT SOLUTIONS INC
$67.1M
AVTRAVANTOR INC
$65.6M
NVDANVIDIA CORP
$64.3M
FMCFMC CORP NEW
$63.2M
CA8ACACI INTERNATIONAL INC CL A
$60.4M
MPWRMONOLITHIC POWER SYSTEMS INC
$59.5M
FCNFTI CONSULTING INC
$59.4M
8INSYNEOS HEALTH INC
$57.6M
AEEAMEREN CORPORATION
$55.8M
CMSCMS ENERGY CORP
$55.1M
EVRGEVERGY INC
$54.8M
SWN1EURSOUTHWESTERN ENERGY CO
$54.1M
VSTVISTRA CORP
$53.6M
LNTALLIANT ENERGY CORP
$53.5M
ENQENTEGRIS INC
$50.2M
ASGNASGN INC
$49.5M
GATXGATX CORP
$48.0M
RSGREPUBLIC SERVICES INC
$47.4M
CHDCHURCH & DWIGHT CO INC
$47.4M
SWXSOUTHWEST GAS HOLDINGS INC
$47.3M
ELANELANCO ANIMAL HEALTH INC
$46.4M
WSCWILLSCOT MOBILE MINI HOLDINGS
$46.3M
SRSPIRE INC
$43.2M
WNSNWNS HOLDINGS LTD-ADR
$42.6M
COTYCOTY INC-CL A
$42.4M
TGNATEGNA INC
$41.1M
CCKCROWN CORK & SEAL CO INC
$40.6M
FSSFEDERAL SIGNAL CORP
$40.1M
SIGISELECTIVE INSURANCE GROUP
$38.5M
RBAGBPRITCHIE BROS AUCTIONEERS
$38.4M
ALSALLSTATE CORP
$38.0M
SHCSOTERA HEALTH CO
$37.4M
FANGDIAMONDBACK ENERGY INC
$37.3M
FELEFRANKLIN ELECTRIC CO INC
$37.3M
CBOECBOE HOLDINGS INC
$37.0M
COHRII-VI INC
$36.7M
PXDEURPIONEER NAT
$36.1M
MMSMAXIMUS INC
$35.7M
CCCHEMOURS CO/THE
$35.5M
MKSIMKS INSTRUMENTS INC
$35.2M
PFGCPERFORMANCE FOOD GROUP CO
$34.7M
IBPINSTALLED BUILDING PRODUCTS
$34.5M
WTSWATTS WATER TECHNOLOGIES-A
$33.5M
LSTRLANDSTAR SYSTEM INC
$33.3M
NDAQNASDAQ INC
$32.7M
FAFFIRST AMERICAN FINL CORP
$32.6M
IGTINTERNATIONAL GAME TECHNOLOG
$31.2M
AJGGALLAGHER A J
$30.4M
RMBS*RAMBUS INC
$29.9M
ALGALAMO GROUP INC
$29.7M
BECNUSDBEACON ROOFING SUPPLY INC
$29.5M
FNFABRINET
$29.5M
BROBROWN & BROWN INC
$29.1M
CNMCORE & MAIN INC-CLASS A
$28.9M
KEXKIRBY CORP
$28.5M
MRVIMARAVAI LIFESCIENCES HLDGS-A
$28.0M
ON1OLD NATL BANCORP
$28.0M
IWSISHARES RUSSELL MIDCAP VALUE INDEX FUND
$27.7M
SPXCSPX CORP
$27.6M
IWVISHARES RUSSELL 3000 ETF
$26.3M
WSOWATSCO INC
$26.1M
PDCEUSDPDC ENERGY INC
$25.2M
OTISOTIS WORLDWIDE CORP
$25.1M
AEISADVANCED ENERGY INDS
$24.4M
LESLLESLIES INC
$24.2M
AMEAMETEK INC
$23.7M
OVVOVINTIV INC
$23.5M
G2CEVERI HOLDINGS INC
$23.2M
TRWHEURBALLYS INC
$23.2M
RITMNEW RESIDENTIAL INVESTMENT
$22.8M
IQVIQIVA HOLDINGS INC
$22.5M
MOHMOLINA HEALTHCARE INC
$22.2M
COOCOOPER COMPANIES INC
$21.7M
CPRICAPRI HOLDINGS LTD
$21.6M
UCBUNITED COMMUNITY BANKS/GA
$21.3M
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