NUANCE INVESTMENTS, LLC

CIK

1473182

City

Kansas City

State / Country

Stock

HTO — H2o America

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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,977,870	391,646	-56.8%	Shares	Sole	2026-05-08
2025-12-31	$44,420,408	906,724	-11.3%	Shares	Sole	2026-02-11
2025-09-30	$49,767,601	1,021,922	+5.9%	Shares	Sole	2025-11-06
2025-06-30	$50,140,656	964,800	-17.4%	Shares	Sole	2025-08-07
2025-03-31	$63,876,169	1,167,968	-7.0%	Shares	Sole	2025-05-13
2024-12-31	$61,847,292	1,256,548	+4.3%	Shares	Sole	2025-02-12
2024-09-30	$69,994,599	1,204,519	-23.1%	Shares	Sole	2024-11-08
2024-06-30	$84,877,506	1,565,428	+17.5%	Shares	Sole	2024-08-08
2024-03-31	$75,368,089	1,331,827	+18.9%	Shares	Sole	2024-05-07
2023-12-31	$73,204,351	1,120,189	-1.5%	Shares	Sole	2024-02-07
2023-09-30	$68,380,715	1,137,593	+32.6%	Shares	Sole	2023-11-08
2023-06-30	$60,134,959	857,723	-21.2%	Shares	Sole	2023-08-11
2023-03-31	$82,846,569	1,088,225	-36.7%	Shares	Sole	2023-05-09
2022-12-31	$139,656,786	1,720,123	-44.1%	Shares	Sole	2023-02-08
2022-09-30	$177,307,603	3,078,257	-3.3%	Shares	Sole	2022-11-10
2022-06-30	$198,710,881	3,183,959	+7.5%	Shares	Sole	2022-08-08
2022-03-31	$206,092,689	2,961,953	-0.6%	Shares	Sole	2022-05-13
2021-12-31	$218,028,542	2,978,532	-9.1%	Shares	Sole	2022-02-09
2021-09-30	$216,355,880	3,275,142	-1.3%	Shares	Sole	2021-11-15
2021-06-30	$210,068,519	3,318,618	+2.5%	Shares	Sole	2021-08-10
2021-03-31	$203,975,918	3,238,227	+28.6%	Shares	Sole	2021-05-14
2020-12-31	$174,641,197	2,517,895	+3.8%	Shares	Sole	2021-02-12
2020-09-30	$147,560,364	2,424,587	+40.5%	Shares	Sole	2020-11-12
2020-06-30	$107,182,046	1,725,681	+122.0%	Shares	Sole	2020-08-07
2020-03-31	$44,905,314	777,312	—	Shares	Sole	2020-05-12
No 13F history on record for this holder in this stock.