VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Q2 2024 Filing

Filed July 19, 2024

Portfolio Value

$10.8M

Holdings

201

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (201 positions)

StockValue
MSFTMICROSOFT CORP
$399.0M
NVDANVIDIA CORP
$363.0M
GOOGLALPHABET INC-CL A
$327.0M
AMZNAMAZON.COM INC
$324.0M
SAIASAIA INC
$285.3M
JPMJP MORGAN CHASE & CO
$270.0M
ZTSZOETIS INC
$233.0M
ONON SEMICONDUCTOR CORPORATION
$231.2M
CTVACORTEVA INC
$216.4M
DISTHE WALT DISNEY CO
$203.0M
BRK/BBERKSHIRE HATHAWAY INC CL B
$196.0M
ICEINTERCONTINENTAL EXCHANGE INC
$196.0M
DC4DEXCOM INC
$180.0M
KNSLKINSALE CAPITAL GROUP INC
$161.0M
DHRDANAHER CORP
$154.0M
SHWSHERWIN WILLIAMS
$150.0M
KOSKOSMOS ENERGY LTD
$143.2M
PAHUSDELEMENT SOLUTIONS INC
$136.4M
DASHDOORDASH INC - A
$136.2M
ARANTERO RESOURCES CORP
$126.0M
ELESTEE LAUDER COS CL A
$115.0M
UNPUNION PACIFIC
$102.0M
WEAWESTERN ALLIANCE BANCORP
$99.8M
AAONAAON INC
$91.1M
ZIONZIONS BANCORP
$90.9M
CMACOMERICA INC
$89.7M
RCLROYAL CARIBBEAN CRUISES LTD
$76.5M
KEXKIRBY CORP
$76.2M
GMEDGLOBUS MEDICAL INC - A
$75.3M
JBIJANUS INTERNATIONAL GROUP IN
$75.1M
FAFFIRST AMERICAN FINL CORP
$75.0M
EVREVERCORE PARTNERS INC-CL A
$70.2M
IEIINSIGHT ENTERPRISES INC
$70.2M
BECNUSDBEACON ROOFING SUPPLY INC
$70.0M
FNFABRINET
$66.2M
RRRRED ROCK RESORTS INC-CLASS A
$63.2M
CWKCUSHMAN & WAKEFIELD PLC
$62.2M
ALGALAMO GROUP INC
$62.2M
RMBS*RAMBUS INC
$62.2M
STAGSTAG INDUSTRIAL INC
$62.1M
IBPINSTALLED BUILDING PRODUCTS
$62.1M
CCCHEMOURS CO/THE
$62.1M
CSTMCONSTELLIUM SE
$61.4M
TYLTYLER TECHNOLOGIES INC
$59.4M
AXTAAXALTA COATING SYSTEMS LTD
$59.2M
NNNNATIONAL RETAIL PROPERTIES INC
$59.0M
NDAQNASDAQ INC
$58.4M
GILGILDAN ACTIVEWEAR -A
$58.0M
APAMARTISAN PARTNERS ASSET MGMT CL A
$57.0M
MTRNMATERION CORP
$56.2M
SIGISELECTIVE INSURANCE GROUP
$55.1M
SKYSKYLINE CHAMPION CORP
$55.1M
CNMCORE & MAIN INC-CLASS A
$54.1M
PRCENTENNIAL RESOURCE DEVELO-A
$52.0M
IQVIQIVA HOLDINGS INC
$50.3M
VMCVULCAN MATERIALS CO
$50.3M
MGRCMCGRATH RENTCORP
$50.0M
HQYHEALTHEQUITY INC
$50.0M
ASGNASGN INC
$49.0M
CADECADENCE BANK
$49.0M
ACHCACADIA HEALTHCARE CO INC
$48.0M
VMIVALMONT INDUSTRIES
$48.0M
MRVLMARVELL TECHNOLOGY GROUP LTD
$47.3M
VVVVALVOLINE INC
$47.0M
EGPEASTGROUP PROPERTIES INC
$46.3M
CHRDOASIS PETROLEUM INC
$46.0M
PBPROSPERITY BANCSHARES INC
$46.0M
SIGSIGNET JEWELERS LTD
$46.0M
ROFKFORCE INC
$46.0M
GATXGATX CORP
$45.0M
AGNCAGNC Investment Corp
$45.0M
AXONAXON ENTERPRISE INC
$44.3M
HCQAMN HEALTHCARE SERVICES INC
$44.0M
APOAPOLLO GLOBAL MANAGEMENT INC
$42.3M
RXORXO INC-W/I
$41.0M
LRNSTRIDE INC
$41.0M
RUSHARUSH ENTERPRISES INC CL A
$41.0M
ASOACADEMY SPORTS & OUTDOORS IN
$41.0M
ONTOONTO INNOVATION INC
$41.0M
EXREXTRA SPACE STORAGE
$40.2M
UBSIUNITED BANKSHARES INC
$40.0M
UCTTULTRA CLEAN HOLDINGS
$40.0M
RRCRANGE RESOURCES CORP
$38.3M
NVTNVENT ELECTRIC PLC
$38.2M
TMDXTRANSMEDICS GROUP INC
$38.0M
COTYCOTY INC-CL A
$38.0M
BWXTBWX TECHNOLOGIES INC
$38.0M
WRBYWARBY PARKER INC-CLASS A
$37.1M
TFIITFI INTERNATIONAL INC
$37.1M
BRKRBRUKER BIOSCIENCES CORP
$36.1M
FLSFLOWSERVE CORP
$36.1M
UI2KEMPER CORP
$36.1M
MTDRMATADOR RESOURCES CO
$35.0M
MFAMFA MORTGAGE INVESTMENTS INC
$35.0M
MURMURPHY OIL USA INC
$35.0M
CA8ACACI INTERNATIONAL INC CL A
$34.1M
FELEFRANKLIN ELECTRIC CO INC
$33.0M
FSSFEDERAL SIGNAL CORP
$33.0M
CDWCDW CORP/DE
$33.0M
PTENPATTERSON-UTI ENERGY INC
$32.0M
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