NUANCE INVESTMENTS, LLC
Top Portfolio Positions
42 positions ·
$713,395,360 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 LNN
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,256,238 | 161,722 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $21,048,163 | 178,571 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,378,753 | 45,381 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,531,869 | 52,214 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,442,300 | 66,727 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $20,212,671 | 170,845 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $28,764,294 | 230,779 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $33,182,638 | 270,041 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $35,633,566 | 302,852 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $41,306,659 | 319,810 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $41,267,434 | 350,675 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $35,103,741 | 294,149 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $33,115,605 | 219,120 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $13,374,707 | 82,129 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $19,602,709 | 136,814 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $18,774,107 | 141,350 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $16,554,349 | 105,435 | Shares | Sole | 2022-05-13 | |
| 2020-12-31 | $26,874,217 | 209,203 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $49,788,749 | 514,985 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $62,163,924 | 674,156 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $62,237,859 | 679,601 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||