VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Q2 2023 Filing

Filed August 3, 2023

Portfolio Value

$9.0M

Holdings

231

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (231 positions)

StockValue
MSFTMICROSOFT CORP
$322.0M
MSIMOTOROLA SOLUTIONS INC
$269.4M
SHWSHERWIN WILLIAMS
$246.0M
AMZNAMAZON.COM INC
$230.0M
ICEINTERCONTINENTAL EXCHANGE INC
$222.0M
NEENEXTERA ENERGY INC
$214.0M
WPMWHEATON PRECIOUS METALS CORP
$214.0M
DGDOLLAR GENERAL CORP
$212.0M
CLXCLOROX CO
$202.0M
MCXMCCORMICK & CO NON VTG
$187.0M
CRMSALESFORCE.COM INC
$187.0M
BRK/BBERKSHIRE HATHAWAY INC CL B
$173.0M
GOOGLALPHABET INC-CL A
$168.0M
VRTXVERTEX PHARMACEUTICALS INC
$167.0M
AONAON PLC
$165.0M
NVDANVIDIA CORP
$161.0M
JNJJOHNSON & JOHNSON
$149.0M
VRSKVERISK ANALYTICS INC
$149.0M
VRSNVERISIGN INC
$143.0M
OGM1COGENT COMMUNICATIONS HOLDINGS
$142.0M
UNPUNION PACIFIC
$137.0M
IWNISHARES RUSSELL 2000 VALUE INDEX FUND
$122.0M
KOSKOSMOS ENERGY LTD
$112.0M
SAIASAIA INC
$107.0M
IEIINSIGHT ENTERPRISES INC
$103.2M
DHRDANAHER CORP
$99.0M
ENQENTEGRIS INC
$99.0M
PLDPROLOGIS INC
$95.0M
PAHUSDELEMENT SOLUTIONS INC
$83.2M
CBOECBOE HOLDINGS INC
$83.1M
PFGCPERFORMANCE FOOD GROUP CO
$80.3M
ABGAMERISOURCEBERGEN CORP
$77.5M
GATXGATX CORP
$76.0M
RSGREPUBLIC SERVICES INC
$74.5M
RMBS*RAMBUS INC
$74.1M
FNFABRINET
$62.1M
IBPINSTALLED BUILDING PRODUCTS
$61.1M
IGTINTERNATIONAL GAME TECHNOLOG
$59.1M
TYLTYLER TECHNOLOGIES INC
$53.3M
KEXKIRBY CORP
$52.1M
FDSFACTSET RESEARCH SYSTEMS INC
$51.3M
BECNUSDBEACON ROOFING SUPPLY INC
$50.0M
CNMCORE & MAIN INC-CLASS A
$49.1M
LSTRLANDSTAR SYSTEM INC
$49.0M
CCCHEMOURS CO/THE
$47.0M
CA8ACACI INTERNATIONAL INC CL A
$46.3M
COHRCOHERANT CORP
$46.1M
STAGSTAG INDUSTRIAL INC
$46.1M
FELEFRANKLIN ELECTRIC CO INC
$45.0M
AJGGALLAGHER A J
$44.3M
NDAQNASDAQ INC
$43.3M
MMSMAXIMUS INC
$43.3M
ALGALAMO GROUP INC
$43.1M
AEISADVANCED ENERGY INDS
$43.0M
NSANATIONAL STORAGE AFFILIATES
$42.1M
THCTENET HEALTHCARE CORP
$42.0M
AVTRAVANTOR INC
$41.4M
MKSIMKS INSTRUMENTS INC
$41.1M
LNTALLIANT ENERGY CORP
$40.3M
FAFFIRST AMERICAN FINL CORP
$40.0M
ALSALLSTATE CORP
$38.3M
CHDCHURCH & DWIGHT CO INC
$38.3M
SRSPIRE INC
$37.9M
WECWEC ENERGY GROUP
$37.3M
CMSCMS ENERGY CORP
$37.3M
EVRGEVERGY INC
$37.3M
AEEAMEREN CORPORATION
$37.3M
TGNATEGNA INC
$37.0M
VMCVULCAN MATERIALS CO
$36.2M
SIGISELECTIVE INSURANCE GROUP
$36.1M
ROFKFORCE INC
$36.0M
IQVIQIVA HOLDINGS INC
$35.2M
AMEAMETEK INC
$35.2M
WMSADVANCED DRAINAGE SYSTEMS IN
$35.0M
PDCEUSDPDC ENERGY INC
$34.0M
SWXSOUTHWEST GAS HOLDINGS INC
$32.0M
ICHRICHOR HOLDINGS LTD
$32.0M
ASGNASGN INC
$32.0M
VSTVISTRA CORP
$30.2M
CPRICAPRI HOLDINGS LTD
$30.1M
RGAREINSURANCE GRP OF AMERI-A
$30.0M
RUSHARUSH ENTERPRISES INC CL A
$29.0M
G2CEVERI HOLDINGS INC
$29.0M
IWSISHARES RUSSELL MIDCAP VALUE INDEX FUND
$28.5M
FSSFEDERAL SIGNAL CORP
$28.0M
WTSWATTS WATER TECHNOLOGIES-A
$27.0M
RHRH
$27.0M
UCTTULTRA CLEAN HOLDINGS
$27.0M
RITMRITHM CAPITAL CORP
$27.0M
WSCWILLSCOT MOBILE MINI HOLDINGS
$26.9M
EXLSEXLSERVICE HOLDINGS INC
$26.1M
MCMOELIS & CO - CLASS A
$26.0M
APAMARTISAN PARTNERS ASSET MGMT CL A
$26.0M
OTISOTIS WORLDWIDE CORP
$24.9M
MFAMFA MORTGAGE INVESTMENTS INC
$24.0M
PTENPATTERSON-UTI ENERGY INC
$24.0M
COOCOOPER COMPANIES INC
$23.8M
HP5AEQUITY COMMONWEALTH
$23.0M
MTHMERITAGE CORP
$23.0M
AMEDAMEDISYS INC
$23.0M
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