VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Q2 2025 Filing
Filed July 21, 2025
Portfolio Value
$10.7B
Holdings
195
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (195 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $374.1M |
AMZNAMAZON.COM INC | $308.7M |
NVDANVIDIA CORP | $307.3M |
TSMTAIWAN SEMICONDUCTOR-SP ADR | $215.1M |
GOOGLALPHABET INC-CL A | $211.8M |
JPMJP MORGAN CHASE & CO | $211.2M |
IWNISHARES RUSSELL 2000 VALUE INDEX FUND | $203.6M |
BRK/BBERKSHIRE HATHAWAY INC CL B | $197.7M |
COHRCOHERANT CORP | $162.6M |
SHWSHERWIN WILLIAMS | $161.7M |
COFCAPITAL ONE FINL CORP | $158.0M |
ETNEATON CORP PLC | $156.2M |
ZTSZOETIS INC | $155.8M |
ORLYOREILLY AUTOMOTIVE INC | $155.2M |
WEAWESTERN ALLIANCE BANCORP | $153.7M |
ZIONZIONS BANCORP | $147.2M |
ICEINTERCONTINENTAL EXCHANGE INC | $141.1M |
CWKCUSHMAN & WAKEFIELD PLC | $134.6M |
CMACOMERICA INC | $131.2M |
MSIMOTOROLA SOLUTIONS INC | $128.8M |
XYLXYLEM INC | $125.6M |
BLDTOPBUILD CORP | $118.3M |
DISTHE WALT DISNEY CO | $113.5M |
APAMARTISAN PARTNERS ASSET MGMT CL A | $109.2M |
IBPINSTALLED BUILDING PRODUCTS | $107.0M |
LECOLINCOLN ELECTRIC HOLDINGS | $104.6M |
CFRCULLEN FROST BANKERS INC | $103.7M |
CIENCIENA CORP | $100.5M |
SIGISELECTIVE INSURANCE GROUP | $99.7M |
PAHUSDELEMENT SOLUTIONS INC | $97.3M |
EXEEXPAND ENERGY CORP | $93.9M |
VVVVALVOLINE INC | $92.9M |
CADECADENCE BANK | $92.6M |
RRRRED ROCK RESORTS INC-CLASS A | $92.3M |
HRIHERC HOLDINGS INC | $92.2M |
HIIHUNTINGTON INGALLS INDUSTRIES | $90.8M |
PBPROSPERITY BANCSHARES INC | $89.2M |
MDLZMONDELEZ INTERNATIONAL INC-A | $87.1M |
ARANTERO RESOURCES CORP | $86.5M |
JBTJBT MAREL GROUP | $83.4M |
GXOGXO LOGISTICS INC | $81.5M |
KEXKIRBY CORP | $81.0M |
THGHANOVER INSURANCE GROUP INC/TH | $78.9M |
FCFSFIRST CASH FINANCIAL SERVICES INC | $77.9M |
STAGSTAG INDUSTRIAL INC | $76.6M |
CLSCELESTICA INC | $75.7M |
WCCWESCO INTERNATIONAL INC | $75.1M |
XOMEXXON MOBIL CORP | $72.0M |
SRSPIRE INC | $71.1M |
AVGOBROADCOM INC | $69.2M |
HWKNHAWKINS INC | $67.3M |
GATXGATX CORP | $66.7M |
HUBBHUBBELL INC CL B | $66.2M |
BURLBURLINGTON STORES INC | $64.3M |
GILGILDAN ACTIVEWEAR -A | $64.2M |
EXPEAGLE MATERIALS INC | $62.0M |
TWTRADEWEB MARKETS INC-CLASS A | $61.9M |
VMIVALMONT INDUSTRIES | $61.3M |
SLGNSILGAN HOLDINGS INC | $61.3M |
CLHCLEAN HARBORS INC | $59.1M |
VMCVULCAN MATERIALS CO | $57.4M |
BRKRBRUKER BIOSCIENCES CORP | $53.3M |
RUSHARUSH ENTERPRISES INC CL A | $53.1M |
NNNNATIONAL RETAIL PROPERTIES INC | $51.9M |
RGAREINSURANCE GRP OF AMERI-A | $51.0M |
WTSWATTS WATER TECHNOLOGIES-A | $50.4M |
FSSFEDERAL SIGNAL CORP | $49.9M |
HXLHEXCEL CORP | $48.7M |
WRBYWARBY PARKER INC-CLASS A | $48.6M |
NWNNORTHWEST NATURAL GAS CO | $48.5M |
TNETTRINET GROUP INC | $47.4M |
EMBJEMBRAER SA-SPON ADR | $47.4M |
PFGCPERFORMANCE FOOD GROUP CO | $46.9M |
WABWABTEC CORP | $46.5M |
CCCCCC INTELLIGENT SOLUTIONS HO | $45.5M |
BWXTBWX TECHNOLOGIES INC | $45.0M |
BJBJS WHOLESALE CLUB HOLDINGS | $42.3M |
MRVLMARVELL TECHNOLOGY GROUP LTD | $41.9M |
VSTVISTRA CORP | $41.2M |
SYFSYNCHRONY FINANCIAL | $40.4M |
FNFABRINET | $39.2M |
EVRGEVERGY INC | $39.1M |
WECWEC ENERGY GROUP | $38.5M |
CMSCMS ENERGY CORP | $37.2M |
LNTALLIANT ENERGY CORP | $37.0M |
CA8ACACI INTERNATIONAL INC CL A | $36.7M |
VRTVERTIV HOLDINGS CO | $35.6M |
NDAQNASDAQ INC | $35.4M |
GMEDGLOBUS MEDICAL INC - A | $34.4M |
EGPEASTGROUP PROPERTIES INC | $33.8M |
ADMAADMA BIOLOGICS INC | $32.8M |
ROKROCKWELL AUTOMATION INC | $32.7M |
FNDFLOOR & DECOR HOLDINGS INC-A | $32.5M |
DPZDOMINOS PIZZA INC | $32.0M |
MTDRMATADOR RESOURCES CO | $32.0M |
PRCENTENNIAL RESOURCE DEVELO-A | $31.7M |
TOLTOLL BROTHERS INC | $30.4M |
OWLBLUE OWL CAPITAL INC | $30.3M |
MURMURPHY OIL USA INC | $29.8M |
CRCRANE CO-W/I | $29.5M |
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