VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Q3 2024 Filing

Filed November 6, 2024

Portfolio Value

$11.2M

Holdings

205

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (205 positions)

StockValue
MSFTMICROSOFT CORP
$377.0M
NVDANVIDIA CORP
$351.0M
AMZNAMAZON.COM INC
$304.0M
GOOGLALPHABET INC-CL A
$268.0M
ZTSZOETIS INC
$259.0M
ONON SEMICONDUCTOR CORPORATION
$246.2M
ICEINTERCONTINENTAL EXCHANGE INC
$241.0M
JPMJP MORGAN CHASE & CO
$234.0M
DISTHE WALT DISNEY CO
$205.0M
SAIASAIA INC
$183.0M
DHRDANAHER CORP
$169.0M
DASHDOORDASH INC - A
$167.2M
BRK/BBERKSHIRE HATHAWAY INC CL B
$167.0M
CTVACORTEVA INC
$167.0M
WEAWESTERN ALLIANCE BANCORP
$153.3M
CWKCUSHMAN & WAKEFIELD PLC
$152.3M
AGNCAGNC Investment Corp
$147.0M
CMACOMERICA INC
$143.2M
FIXCOMFORT SYSTEMS USA INC
$138.0M
ETNEATON CORP PLC
$135.0M
PAHUSDELEMENT SOLUTIONS INC
$134.3M
AAONAAON INC
$129.3M
SHWSHERWIN WILLIAMS
$126.0M
ZIONZIONS BANCORP
$124.3M
ARANTERO RESOURCES CORP
$120.0M
BLDTOPBUILD CORP
$112.0M
KOSKOSMOS ENERGY LTD
$110.2M
IWNISHARES RUSSELL 2000 VALUE INDEX FUND
$109.0M
BDXBECTON DICKINSON & CO
$104.0M
KNSLKINSALE CAPITAL GROUP INC
$104.0M
FAFFIRST AMERICAN FINL CORP
$97.0M
RCLROYAL CARIBBEAN CRUISES LTD
$86.5M
BECNUSDBEACON ROOFING SUPPLY INC
$81.0M
IBPINSTALLED BUILDING PRODUCTS
$78.2M
LRNSTRIDE INC
$77.2M
GMEDGLOBUS MEDICAL INC - A
$74.3M
GILGILDAN ACTIVEWEAR -A
$74.0M
AXTAAXALTA COATING SYSTEMS LTD
$71.2M
IEIINSIGHT ENTERPRISES INC
$68.2M
NNNNATIONAL RETAIL PROPERTIES INC
$68.0M
SKYCHAMPION HOMES INC
$67.2M
KEXKIRBY CORP
$67.1M
STAGSTAG INDUSTRIAL INC
$66.1M
HQYHEALTHEQUITY INC
$66.0M
MTRNMATERION CORP
$65.2M
APAMARTISAN PARTNERS ASSET MGMT CL A
$65.0M
SIGISELECTIVE INSURANCE GROUP
$64.2M
CADECADENCE BANK
$64.0M
EGPEASTGROUP PROPERTIES INC
$61.4M
RUSHARUSH ENTERPRISES INC CL A
$61.0M
RMBS*RAMBUS INC
$60.1M
PORPORTLAND GENERAL ELECTRIC CO
$59.0M
VMIVALMONT INDUSTRIES
$59.0M
CLSCELESTICA INC
$59.0M
RRRRED ROCK RESORTS INC-CLASS A
$58.2M
JBIJANUS INTERNATIONAL GROUP IN
$58.1M
PBPROSPERITY BANCSHARES INC
$58.0M
ONTOONTO INNOVATION INC
$57.7M
VMCVULCAN MATERIALS CO
$57.4M
MFAMFA MORTGAGE INVESTMENTS INC
$57.0M
UBSIUNITED BANKSHARES INC
$56.0M
ALGALAMO GROUP INC
$55.2M
MRVLMARVELL TECHNOLOGY GROUP LTD
$54.3M
AXONAXON ENTERPRISE INC
$52.3M
FNFABRINET
$52.1M
CFRCULLEN FROST BANKERS INC
$52.0M
VSTVISTRA CORP
$51.3M
EXREXTRA SPACE STORAGE
$51.3M
NDAQNASDAQ INC
$51.3M
CCLCARNIVAL CORP CL A
$51.3M
COTYCOTY INC-CL A
$51.0M
VVVVALVOLINE INC
$50.0M
RXORXO INC-W/I
$50.0M
TMDXTRANSMEDICS GROUP INC
$50.0M
FCFSFIRST CASH FINANCIAL SERVICES INC
$49.0M
BWXTBWX TECHNOLOGIES INC
$48.0M
ACHCACADIA HEALTHCARE CO INC
$47.0M
NVTNVENT ELECTRIC PLC
$46.3M
HCQAMN HEALTHCARE SERVICES INC
$44.0M
PFGCPERFORMANCE FOOD GROUP CO
$43.3M
GEVGE VERNOVA INC
$42.3M
CCCHEMOURS CO/THE
$42.1M
ABGCENCORA INC
$41.2M
CDWCDW CORP/DE
$40.2M
FTITECHNIPFMC PLC
$39.2M
ALLEALLEGION PLC
$39.2M
WRBYWARBY PARKER INC-CLASS A
$39.1M
CIENCIENA CORP
$38.0M
TOLTOLL BROTHERS INC
$37.1M
EVREVERCORE PARTNERS INC-CL A
$37.1M
BBYBEST BUY COMPANY
$37.1M
GATXGATX CORP
$36.0M
RRCRANGE RESOURCES CORP
$35.3M
BLDRBUILDERS FIRSTSOURCE INC
$35.2M
HRIHERC HOLDINGS INC
$34.1M
APOAPOLLO GLOBAL MANAGEMENT INC
$34.0M
CA8ACACI INTERNATIONAL INC CL A
$33.1M
AZEKTHE AZEK CO INC
$33.0M
SIGSIGNET JEWELERS LTD
$33.0M
ROFKFORCE INC
$32.0M
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