VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Q4 2025 Filing
Filed January 15, 2026
Portfolio Value
$10.2B
Holdings
214
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (214 positions)
| Stock | Value |
|---|---|
GOOGLALPHABET INC-CL A | $304.0M |
NVDANVIDIA CORP | $293.1M |
AMZNAMAZON.COM INC | $264.9M |
MSFTMICROSOFT CORP | $238.2M |
TSMTAIWAN SEMICONDUCTOR-SP ADR | $218.9M |
IWNISHARES RUSSELL 2000 VALUE INDEX FUND | $200.5M |
AVGOBROADCOM INC | $189.3M |
JPMJP MORGAN CHASE & CO | $174.0M |
ZIONZIONS BANCORP | $173.5M |
AAPLAPPLE INC | $161.5M |
CWKCUSHMAN & WAKEFIELD PLC | $149.4M |
NUENUCOR CORP | $127.2M |
ORLYOREILLY AUTOMOTIVE INC | $119.4M |
COFCAPITAL ONE FINL CORP | $117.7M |
ETNEATON CORP PLC | $117.3M |
DISTHE WALT DISNEY CO | $112.0M |
COHRCOHERANT CORP | $111.8M |
LECOLINCOLN ELECTRIC HOLDINGS | $111.4M |
ICEINTERCONTINENTAL EXCHANGE INC | $107.3M |
PAHUSDELEMENT SOLUTIONS INC | $107.2M |
VMIVALMONT INDUSTRIES | $98.0M |
APAMARTISAN PARTNERS ASSET MGMT CL A | $93.7M |
CFRCULLEN FROST BANKERS INC | $93.6M |
PBPROSPERITY BANCSHARES INC | $92.1M |
WCCWESCO INTERNATIONAL INC | $91.4M |
SIGISELECTIVE INSURANCE GROUP | $90.1M |
HRIHERC HOLDINGS INC | $88.3M |
COKECOCA-COLA BOTTLING CO CONSOL | $88.0M |
CLHCLEAN HARBORS INC | $87.0M |
SNPSSYNOPSYS INC | $84.1M |
HXLHEXCEL CORP | $82.6M |
GATXGATX CORP | $82.4M |
HUBBHUBBELL INC CL B | $81.1M |
THGHANOVER INSURANCE GROUP INC/TH | $79.9M |
SRSPIRE INC | $78.9M |
BLDTOPBUILD CORP | $78.6M |
VVVVALVOLINE INC | $78.5M |
XYLXYLEM INC | $77.9M |
BRKRBRUKER BIOSCIENCES CORP | $77.3M |
CSLCARLISLE COS INC | $76.6M |
XOMEXXON MOBIL CORP | $76.6M |
NOWSERVICENOW INC | $76.2M |
JBTJBT MAREL GROUP | $74.6M |
SANMSANMINA CORP | $72.6M |
VMCVULCAN MATERIALS CO | $72.4M |
HIIHUNTINGTON INGALLS INDUSTRIES | $71.7M |
FCFSFIRST CASH FINANCIAL SERVICES INC | $69.2M |
BURLBURLINGTON STORES INC | $68.4M |
MLIMUELLER INDUSTTRIES INC | $67.9M |
CMCCOMMERCIAL METALS CO | $67.7M |
EXEEXPAND ENERGY CORP | $66.8M |
PVHPVH CORPORATION | $65.3M |
NWNNORTHWEST NATURAL GAS CO | $65.1M |
EXPEAGLE MATERIALS INC | $64.9M |
STAGSTAG INDUSTRIAL INC | $64.2M |
AMRZAMRIZE LTD | $63.5M |
MURMURPHY OIL USA INC | $63.1M |
AROCARCHROCK INC | $61.1M |
ARANTERO RESOURCES CORP | $60.5M |
NDAQNASDAQ INC | $57.4M |
LNTALLIANT ENERGY CORP | $56.5M |
WECWEC ENERGY GROUP | $55.8M |
BABOEING CO | $55.8M |
EVRGEVERGY INC | $55.7M |
CMSCMS ENERGY CORP | $55.6M |
FTITECHNIPFMC PLC | $55.2M |
HWKNHAWKINS INC | $54.5M |
PRCENTENNIAL RESOURCE DEVELO-A | $53.7M |
GILGILDAN ACTIVEWEAR -A | $53.6M |
CSWCSW INDUSTRIALS INC | $53.4M |
CCCCCC INTELLIGENT SOLUTIONS HO | $50.4M |
WRBYWARBY PARKER INC-CLASS A | $50.2M |
MTDRMATADOR RESOURCES CO | $46.5M |
CRUSCIRRUS LOGIC INC | $46.0M |
ACAARCOSA INC | $45.4M |
BAHBOOZ ALLEN HAMILTON HOLDING | $45.3M |
FLSFLOWSERVE CORP | $45.2M |
AMATAPPLIED MATERIALS | $44.7M |
IQVIQIVA HOLDINGS INC | $44.0M |
FCNFTI CONSULTING INC | $43.5M |
CHRCHURCHILL DOWNS INC | $43.4M |
ATDALLEGHENY TECHNOLOGIES INC | $43.3M |
BBWIBATH & BODY WORKS INC | $42.8M |
ROADCONSTRUCTION PARTNERS INC-A | $42.5M |
DASHDOORDASH INC - A | $41.7M |
RUSHARUSH ENTERPRISES INC CL A | $41.0M |
HLNEHAMILTON LANE INC-CLASS A | $40.9M |
HLIOHELIOS TECHNOLOGIES INC | $40.6M |
RKTROCKET COS INC-CLASS A | $40.5M |
PFGCPERFORMANCE FOOD GROUP CO | $39.7M |
MASMASCO CORP | $39.4M |
ALGALAMO GROUP INC | $39.2M |
MRVLMARVELL TECHNOLOGY GROUP LTD | $39.2M |
MTHMERITAGE CORP | $38.2M |
TMHCTAYLOR MORRISON HOME CORP-A | $38.2M |
IFFINTL FLAV & FRAG | $38.2M |
RRRRED ROCK RESORTS INC-CLASS A | $37.8M |
LUMNLUMEN TECHNOLOGIES INC | $37.0M |
GXOGXO LOGISTICS INC | $36.6M |
TOLTOLL BROTHERS INC | $35.5M |
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