VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Q4 2022 Filing

Filed January 31, 2023

Portfolio Value

$7.7M

Holdings

220

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (220 positions)

StockValue
NEENEXTERA ENERGY INC
$237.0M
MSIMOTOROLA SOLUTIONS INC
$234.3M
DGDOLLAR GENERAL CORP
$220.0M
WPMWHEATON PRECIOUS METALS CORP
$215.0M
SHWSHERWIN WILLIAMS
$208.0M
MSFTMICROSOFT CORP
$200.0M
DHRDANAHER CORP
$194.0M
ICEINTERCONTINENTAL EXCHANGE INC
$192.0M
MCXMCCORMICK & CO NON VTG
$177.0M
CLXCLOROX CO
$175.0M
AONAON PLC
$141.0M
GOOGLALPHABET INC-CL A
$141.0M
CRMSALESFORCE.COM INC
$136.0M
VRTXVERTEX PHARMACEUTICALS INC
$135.0M
AMZNAMAZON.COM INC
$134.0M
JNJJOHNSON & JOHNSON
$128.0M
UNPUNION PACIFIC
$120.0M
OGM1COGENT COMMUNICATIONS HOLDINGS
$112.0M
SAIASAIA INC
$110.0M
KOSKOSMOS ENERGY LTD
$109.0M
VRSNVERISIGN INC
$96.0M
BRK/BBERKSHIRE HATHAWAY INC CL B
$89.0M
PLDPROLOGIS INC
$88.0M
IEIINSIGHT ENTERPRISES INC
$82.1M
PAHUSDELEMENT SOLUTIONS INC
$77.1M
FMCFMC CORP NEW
$74.2M
JKHYHENRY JACK & ASSOCIATES
$72.0M
PFGCPERFORMANCE FOOD GROUP CO
$71.2M
IWVISHARES RUSSELL 3000 ETF
$68.0M
CBOECBOE HOLDINGS INC
$66.1M
NVDANVIDIA CORP
$66.0M
ENQENTEGRIS INC
$64.1M
WSCWILLSCOT MOBILE MINI HOLDINGS
$63.4M
WNSNWNS HOLDINGS LTD-ADR
$56.1M
GATXGATX CORP
$56.0M
RMBS*RAMBUS INC
$55.0M
FNFABRINET
$53.1M
VSTVISTRA CORP
$52.4M
MPWRMONOLITHIC POWER SYSTEMS INC
$52.0M
NXSTNEXSTAR MEDIA GROUP INC
$49.3M
FDSFACTSET RESEARCH SYSTEMS INC
$47.3M
ASGNASGN INC
$45.0M
AVTRAVANTOR INC
$44.6M
ABGAMERISOURCEBERGEN CORP
$44.3M
RSGREPUBLIC SERVICES INC
$42.3M
ALSALLSTATE CORP
$41.3M
AMEAMETEK INC
$41.3M
NDAQNASDAQ INC
$40.3M
IGTINTERNATIONAL GAME TECHNOLOG
$40.1M
WTSWATTS WATER TECHNOLOGIES-A
$40.0M
FELEFRANKLIN ELECTRIC CO INC
$40.0M
LSTRLANDSTAR SYSTEM INC
$40.0M
MMSMAXIMUS INC
$38.3M
AJGGALLAGHER A J
$38.2M
UNVREURUNIVAR INC
$38.1M
STAGSTAG INDUSTRIAL INC
$38.1M
CCCHEMOURS CO/THE
$38.0M
SWN1EURSOUTHWESTERN ENERGY CO
$37.2M
ALGALAMO GROUP INC
$37.0M
SRSPIRE INC
$37.0M
IBPINSTALLED BUILDING PRODUCTS
$36.1M
CA8ACACI INTERNATIONAL INC CL A
$35.2M
KEXKIRBY CORP
$34.0M
NVTNVENT ELECTRIC PLC
$32.2M
ARMKARAMARK HOLDINGS CORP
$32.2M
SIGISELECTIVE INSURANCE GROUP
$32.1M
NSANATIONAL STORAGE AFFILIATES
$32.1M
FAFFIRST AMERICAN FINL CORP
$32.0M
IQVIQIVA HOLDINGS INC
$31.2M
EXLSEXLSERVICE HOLDINGS INC
$31.1M
CPRICAPRI HOLDINGS LTD
$31.1M
MKSIMKS INSTRUMENTS INC
$31.0M
AEISADVANCED ENERGY INDS
$31.0M
WSOWATSCO INC
$31.0M
FRCBFIRST REPUBLIC BANK OF SAN FRANCISCO
$30.2M
SWXSOUTHWEST GAS HOLDINGS INC
$30.0M
BECNUSDBEACON ROOFING SUPPLY INC
$30.0M
CNMCORE & MAIN INC-CLASS A
$29.0M
FANGDIAMONDBACK ENERGY INC
$28.1M
OTISOTIS WORLDWIDE CORP
$27.1M
CSTMCONSTELLIUM SE
$27.1M
VIRTVIRTU FINANCIAL INC-CLASS A
$27.0M
ON1OLD NATL BANCORP
$27.0M
FSSFEDERAL SIGNAL CORP
$27.0M
ROFKFORCE INC
$25.0M
G2CEVERI HOLDINGS INC
$25.0M
RGAREINSURANCE GRP OF AMERI-A
$24.0M
RITMRITHM CAPITAL CORP
$24.0M
PXDEURPIONEER NAT
$24.0M
IWSISHARES RUSSELL MIDCAP VALUE INDEX FUND
$23.6M
LAZRLUMINAR TECHNOLOGIES INC
$23.1M
UCTTULTRA CLEAN HOLDINGS
$23.0M
RBAGBPRITCHIE BROS AUCTIONEERS
$23.0M
TRWHEURBALLYS INC
$23.0M
CMSCMS ENERGY CORP
$22.2M
AAMIBRIGHTSPHERE INVESTMENT GROUP PLC
$21.9M
AEEAMEREN CORPORATION
$21.2M
LNTALLIANT ENERGY CORP
$21.1M
EVRGEVERGY INC
$21.1M
MCMOELIS & CO - CLASS A
$21.0M
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