VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Q3 2018 Filing

Filed November 13, 2018

Portfolio Value

$8.6B

Holdings

189

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (189 positions)

StockValue
KOSMOS ENERGY LTD
$165.1M
MSFTMICROSOFT CORP
$159.5M
SHWSHERWIN WILLIAMS CO
$142.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$139.2M
HDHOME DEPOT INC
$131.7M
UNHUNITEDHEALTH GROUP INC
$131.5M
ROPROPER TECHNOLOGIES INC
$129.2M
SNASNAP ON INC
$127.2M
NXSTNEXSTAR MEDIA GROUP INC
$126.9M
CA8ACACI INTL INC
$126.4M
CHEMICAL FINL CORP
$113.7M
OPLNKAR AUCTION SVCS INC
$105.2M
ARCCARES CAP CORP
$102.5M
BCOBRINKS CO
$93.2M
AYIACUITY BRANDS INC
$92.8M
WPX ENERGY INC
$87.2M
CCOCAMECO CORP
$86.1M
ECLECOLAB INC
$81.9M
MAMASTERCARD INCORPORATED
$81.8M
KNXKNIGHT SWIFT TRANSN HLDGS INC
$81.2M
GDGENERAL DYNAMICS CORP
$80.0M
TRVCCITIGROUP INC
$77.4M
CNCCENTENE CORP DEL
$74.1M
TXNTEXAS INSTRS INC
$73.4M
MTGMGIC INVT CORP WIS
$72.8M
INTEGRATED DEVICE TECHNOLOGY
$72.1M
FFBCFIRST FINL BANCORP OH
$70.2M
ELLAUDER ESTEE COS INC
$69.8M
SWXSOUTHWEST GAS HOLDINGS INC
$69.2M
DOOREURMASONITE INTL CORP NEW
$68.8M
GRFSGRIFOLS S A
$68.4M
RITMNEW RESIDENTIAL INVT CORP
$67.5M
TMOTHERMO FISHER SCIENTIFIC INC
$67.4M
UCBUNITED CMNTY BKS BLAIRSVLE GA
$65.0M
FRMEFIRST MERCHANTS CORP
$64.9M
LPLALPL FINL HLDGS INC
$64.9M
CCKCROWN HOLDINGS INC
$64.8M
UNION BANKSHARES CORP NEW
$63.7M
BAHBOOZ ALLEN HAMILTON HLDG CORP
$63.2M
LF2PACIFIC PREMIER BANCORP
$61.2M
SRSPIRE INC
$59.8M
FAFFIRST AMERN FINL CORP
$59.8M
FISFIDELITY NATL INFORMATION SVCS
$59.8M
GPNGLOBAL PMTS INC
$58.1M
MULTI COLOR CORP
$57.5M
CLRUSDCONTINENTAL RESOURCES INC
$57.3M
AIRAAR CORP
$56.9M
AYATLANTICA YIELD PLC
$55.8M
EAELECTRONIC ARTS INC
$55.8M
MCOMOODYS CORP
$55.6M
CXWCORECIVIC INC
$55.0M
TAT&T INC
$54.4M
TAT&T INC
$53.6M
CRICARTERS INC
$53.1M
GPKGRAPHIC PACKAGING HLDG CO
$52.5M
MXLMAXLINEAR INC
$52.3M
SIXEURSIX FLAGS ENTMT CORP NEW
$51.7M
IQVIQVIA HLDGS INC
$51.3M
CONECYRUSONE INC
$51.3M
EFSCENTERPRISE FINL SVCS CORP
$51.1M
LIVNLIVANOVA PLC
$50.3M
FNFABRINET
$50.2M
PRSPPERSPECTA INC
$50.0M
ESEVERSOURCE ENERGY
$49.5M
EAFEURGRAFTECH INTL LTD
$48.7M
VSTVISTRA ENERGY CORP
$48.7M
CMSCMS ENERGY CORP
$48.0M
AEEAMEREN CORP
$47.6M
TGNATEGNA INC
$47.4M
WECWEC ENERGY GROUP INC
$47.4M
TWOEURTWO HBRS INVT CORP
$46.8M
KEYSKEYSIGHT TECHNOLOGIES INC
$46.4M
AANUSDAARONS INC
$46.2M
DISDISNEY WALT CO
$46.0M
MKLMARKEL CORP
$45.9M
WMIH CORP
$45.4M
FMCF M C CORP
$44.8M
RGAREINSURANCE GROUP AMER INC
$44.3M
STAYUSDEXTENDED STAY AMER INC
$43.7M
CYBRCYBERARK SOFTWARE LTD
$43.5M
DNKNDUNKIN BRANDS GROUP INC
$43.2M
CHKPCHECK POINT SOFTWARE TECH LTD
$42.3M
BFHALLIANCE DATA SYSTEMS CORP
$42.1M
BROBROWN & BROWN INC
$42.1M
ELDORADO RESORTS INC
$41.6M
QEPQEP RES INC
$41.3M
ATHSATHENE HLDG LTD
$40.8M
CSTMCONSTELLIUM NV
$40.4M
SLABSILICON LABORATORIES INC
$40.0M
AAPLAPPLE INC
$39.9M
FETUSDFORUM ENERGY TECHNOLOGIES INC
$39.7M
FELEFRANKLIN ELEC INC
$39.6M
ARMKARAMARK
$39.4M
MIDDMIDDLEBY CORP
$39.3M
LAURLAUREATE EDUCATION INC
$39.3M
PLATFORM SPECIALTY PRODS CORP
$38.7M
AMWDAMERICAN WOODMARK CORPORATION
$38.4M
NDAQNASDAQ INC
$38.3M
MHKMOHAWK INDS INC
$37.2M
PACWUSDPACWEST BANCORP DEL
$37.1M
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