NUANCE INVESTMENTS, LLC

CIK
1473182
City
Kansas City
State / Country
MO

Top Portfolio Positions

42 positions · $713,395,360 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
CWT
California Water Service Group
Utilities
1,603,748 $72,713,934 10.19%
MRTN
Marten Transport Ltd
Industrials
4,810,420 $63,160,814 8.85%
QGEN
Qiagen N.V.
Healthcare
1,320,250 $52,862,810 7.41%
CLX
Clorox Co /De/
Consumer Defensive
508,145 $52,659,066 7.38%
WERN
Werner Enterprises Inc
Industrials
1,520,525 $44,718,640 6.27%
SOLV
Solventum Corp
Healthcare
671,153 $43,826,290 6.14%
MASI
Masimo Corp
Healthcare
244,704 $43,525,500 6.10%
KMB
Kimberly Clark Corp
Consumer Defensive
307,915 $29,704,560 4.16%
KVUE
Kenvue Inc.
Consumer Defensive
1,655,524 $28,541,233 4.00%
HTO
H2o America
Utilities
391,646 $22,977,870 3.22%

Portfolio Trend

25 quarters · across all stocks

Holdings in GL

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Shares Held

Position Value (USD)

9 of 9 shown
Report Date Value (USD) Shares
2026-03-31 $21,838,417 156,919
2025-12-31 $32,396,750 231,637
2025-09-30 $37,203,367 260,218
2025-06-30 $71,040,062 571,567
2025-03-31 $73,041,506 554,521
2024-12-31 $137,623,374 1,234,069
2024-09-30 $120,629,159 1,138,978
2024-06-30 $36,666,600 445,632
2023-12-31 $30,560,118 251,069