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 QGEN
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,862,810 | 1,320,250 | Shares | Sole | 2026-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||