EdgeMarket › What Nuance Investments, Llc reported owning
What Nuance Investments, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
717.1MPositions
43Quarter
2026-03-31Shown below
43largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| CWT CALIFORNIA WATER SERVICE GROUP | 72.7M | 10.1% | 1.6M | 49.55 | +6.1% |
| MRTN MARTEN TRANSPORT LTD | 63.2M | 8.8% | 4.8M | 14.93 | +26.8% |
| QGEN QIAGEN N.V. | 52.9M | 7.4% | 1.3M | 44.07 | -10.4% |
| CLX CLOROX CO /DE/ | 52.7M | 7.3% | 508.1K | 106.69 | -12.0% |
| WERN WERNER ENTERPRISES INC | 44.7M | 6.2% | 1.5M | 38.88 | +40.6% |
| SOLV Solventum Corp | 43.8M | 6.1% | 671.2K | 89.57 | +23.0% |
| unmapped CUSIP 574795100 | 43.5M | 6.1% | 244.7K | — | — |
| KMB KIMBERLY CLARK CORP | 29.7M | 4.1% | 307.9K | 109.31 | -18.0% |
| KVUE Kenvue Inc. | 28.5M | 4.0% | 1.7M | 19.06 | -11.9% |
| HTO H2O AMERICA | 23.0M | 3.2% | 391.6K | 63.48 | +26.6% |
| GL GLOBE LIFE INC. | 21.8M | 3.0% | 156.9K | 171.08 | +23.0% |
| ATR APTARGROUP, INC. | 19.6M | 2.7% | 155.4K | 134.80 | -4.5% |
| LNN LINDSAY CORP | 19.3M | 2.7% | 161.7K | 116.17 | -16.1% |
| EG EVEREST GROUP, LTD. | 17.5M | 2.4% | 53.6K | 370.06 | +7.7% |
| BDX BECTON DICKINSON & CO | 16.8M | 2.3% | 106.8K | 192.00 | -3.6% |
| TMO THERMO FISHER SCIENTIFIC INC. | 14.9M | 2.1% | 30.3K | 629.27 | +27.2% |
| unmapped CUSIP 128246105 | 14.7M | 2.0% | 569.6K | — | — |
| AVA AVISTA CORP | 14.6M | 2.0% | 363.2K | 37.57 | +2.1% |
| HSIC HENRY SCHEIN INC | 14.3M | 2.0% | 193.9K | 88.50 | +28.9% |
| WAT WATERS CORP /DE/ | 12.1M | 1.7% | 40.5K | 410.70 | +38.4% |
| IEX IDEX CORP /DE/ | 8.5M | 1.2% | 44.8K | 234.39 | +42.5% |
| WTRG Essential Utilities, Inc. | 7.8M | 1.1% | 194.8K | 40.18 | +2.3% |
| CNH CNH Industrial N.V. | 7.2M | 1.0% | 653.1K | 11.87 | -2.5% |
| NKE NIKE, Inc. | 6.8M | 1.0% | 129.0K | 40.76 | -46.6% |
| POR PORTLAND GENERAL ELECTRIC CO /OR/ | 6.8M | 0.9% | 128.4K | 49.59 | +16.7% |
| ARE ALEXANDRIA REAL ESTATE EQUITIES, INC. | 6.5M | 0.9% | 140.6K | 53.49 | -30.9% |
| DGX QUEST DIAGNOSTICS INC | 4.8M | 0.7% | 24.5K | 244.39 | +32.5% |
| AVO Mission Produce, Inc. | 4.1M | 0.6% | 301.6K | 13.29 | +6.4% |
| unmapped CUSIP 81686C104 | 4.0M | 0.6% | 335.1K | — | — |
| RGA REINSURANCE GROUP OF AMERICA INC | 3.9M | 0.5% | 19.3K | 243.13 | +26.4% |
| AIG AMERICAN INTERNATIONAL GROUP, INC. | 3.9M | 0.5% | 51.7K | 76.12 | -7.8% |
| MMM 3M CO | 3.8M | 0.5% | 26.4K | 178.96 | +15.6% |
| DOC HEALTHPEAK PROPERTIES, INC. | 3.8M | 0.5% | 228.8K | 21.40 | +24.3% |
| A AGILENT TECHNOLOGIES, INC. | 3.8M | 0.5% | 32.9K | 159.00 | +33.5% |
| IWS iShares Russell Mid-Cap Value ETF | 3.7M | 0.5% | 25.4K | 171.98 | +26.3% |
| MSEX MIDDLESEX WATER CO | 3.0M | 0.4% | 57.2K | 58.26 | +9.7% |
| EL ESTEE LAUDER COMPANIES INC | 2.6M | 0.4% | 35.8K | 101.94 | +17.8% |
| NTRS NORTHERN TRUST CORP | 2.2M | 0.3% | 15.7K | 183.90 | +43.8% |
| GGG GRACO INC | 2.0M | 0.3% | 23.4K | 80.64 | -5.5% |
| AWR AMERICAN STATES WATER CO | 2.0M | 0.3% | 25.9K | 88.63 | +17.8% |
| AWK American Water Works Company, Inc. | 1.9M | 0.3% | 14.3K | 135.39 | -7.0% |
| ABT ABBOTT LABORATORIES | 1.9M | 0.3% | 18.5K | 116.64 | -11.9% |
| DHR DANAHER CORP /DE/ | 1.9M | 0.3% | 10.0K | 218.85 | +3.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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