Nuance Investments, LLC

Investment Portfolio & 13F Holdings Analysis

About

NUANCE INVESTMENTS, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 49 holdings worth $1.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ATR",
  "MMM",
  "A",
  "THRM",
  "LNN",
  "SJW",
  null,
  "IDA",
  "AMAT",
  "ROG",
  "IWS",
  "NTRS",
  "HOLX",
  "NOC",
  "DOC",
  "LMT",
  "TGT",
  "TMO",
  "AVO",
  "POR",
  "MRTN",
  "GL",
  "GGG",
  "ARE",
  "EL",
  "HSIC",
  "TTC",
  "NVST",
  "INDB",
  "IEX",
  "RGA",
  "WERN",
  "SOLV",
  "MTB",
  "KNX",
  "NDSN",
  "EG",
  "KMB",
  "BDX",
  "CWT",
  "CVGW",
  "CLX",
  null,
  "XRAY",
  "IJJ",
  "NKE",
  "AWK"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 49
Total Value: 1522468311
Accession Number: 0001085146-25-002997
Form Type: 13F-HR
CIK: nuance-investments
Manager Name: Nuance-Investments

Data Enrichment

92% identified

45 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

49 positions • $1,522,468.311K total value

49 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 1 of 3

Sort by:

ESTEE LAUDER COMPANIES INC

EL|518439104

Shares:2.4M

Value:$161.6M

DENTSPLY SIRONA Inc.

XRAY|24906P109

Shares:9.0M

Value:$134.3M

N72482206

Shares:2.8M

Value:$111.6M

CALIFORNIA WATER SERVICE GROUP

CWT|130788102

Shares:2.0M

Value:$97.8M

WERNER ENTERPRISES INC

WERN|950755108

Shares:2.8M

Value:$83.0M

GLOBE LIFE INC.

GL|37959E102

Shares:554.5K

Value:$73.0M

MARTEN TRANSPORT LTD

MRTN|573075108

Shares:5.2M

Value:$71.9M

HOLOGIC INC

HOLX|436440101

Shares:1.1M

Value:$66.8M

H2O AMERICA

SJW|784305104

Shares:1.2M

Value:$63.9M

HENRY SCHEIN INC

HSIC|806407102

Shares:910.5K

Value:$62.4M

Solventum Corp

SOLV|83444M101

Shares:700.4K

Value:$53.3M

NORTHERN TRUST CORP

NTRS|665859104

Shares:469.4K

Value:$46.3M

CLOROX CO /DE/

CLX|189054109

Shares:300.3K

Value:$44.2M

CALAVO GROWERS INC

CVGW|128246105

Shares:1.8M

Value:$42.5M

ROGERS CORP

ROG|775133101

Shares:617.3K

Value:$41.7M

70435P102

Shares:1.4M

Value:$31.5M

Envista Holdings Corp

NVST|29415F104

Shares:1.5M

Value:$25.3M

APTARGROUP, INC.

ATR|038336103

Shares:144.7K

Value:$21.5M

American Water Works Company, Inc.

AWK|030420103

Shares:143.1K

Value:$21.1M

Mission Produce, Inc.

AVO|60510V108

Shares:1.9M

Value:$20.3M

Instrument	Shares		Other Manager	Value
ESTEE LAUDER COMPANIES INC(ELcusip518439104)	2.4M	QoQ -20.83% (-644.3K) YoY NEW(+2.4M)	All Managers (Combined)	$161.6M	QoQ -30.31% (-$70.3M) YoY NEW(+$161.6M)
DENTSPLY SIRONA Inc.(XRAYcusip24906P109)	9.0M	QoQ -33.65% (-4.6M) YoY -14.22% (-1.5M)	All Managers (Combined)	$134.3M	QoQ -47.77% (-$122.8M) YoY -61.38% (-$213.5M)
(cusipN72482206)✕	2.8M	QoQ NEW(+2.8M) YoY NEW(+2.8M)	All Managers (Combined)	$111.6M	QoQ NEW(+$111.6M) YoY NEW(+$111.6M)
CALIFORNIA WATER SERVICE GROUP(CWTcusip130788102)	2.0M	QoQ +35.38% (+527.3K) YoY -33.05% (-996.2K)	All Managers (Combined)	$97.8M	QoQ +44.73% (+$30.2M) YoY -30.20% (-$42.3M)
WERNER ENTERPRISES INC(WERNcusip950755108)	2.8M	QoQ -21.56% (-778.9K) YoY -3.89% (-114.9K)	All Managers (Combined)	$83.0M	QoQ -36.01% (-$46.7M) YoY -28.02% (-$32.3M)
GLOBE LIFE INC.(GLcusip37959E102)	554.5K	QoQ -55.06% (-679.5K) YoY +72.86% (+233.7K)	All Managers (Combined)	$73.0M	QoQ -46.92% (-$64.6M) YoY +95.66% (+$35.7M)
MARTEN TRANSPORT LTD(MRTNcusip573075108)	5.2M	QoQ +63.83% (+2.0M) YoY +301.24% (+3.9M)	All Managers (Combined)	$71.9M	QoQ +43.99% (+$22.0M) YoY +197.89% (+$47.7M)
HOLOGIC INC(HOLXcusip436440101)	1.1M	QoQ +623.72% (+931.9K) YoY +62.49% (+415.9K)	All Managers (Combined)	$66.8M	QoQ +520.11% (+$56.0M) YoY +28.75% (+$14.9M)
H2O AMERICA(SJWcusip784305104)	1.2M	QoQ -7.04% (-88.6K) YoY -12.30% (-163.9K)	All Managers (Combined)	$63.9M	QoQ +3.23% (-$2.0M) YoY -15.24% (-$11.5M)
HENRY SCHEIN INC(HSICcusip806407102)	910.5K	QoQ -53.76% (-1.1M) YoY -48.12% (-844.7K)	All Managers (Combined)	$62.4M	QoQ -54.23% (-$73.9M) YoY -52.95% (-$70.2M)
Solventum Corp(SOLVcusip83444M101)	700.4K	QoQ -48.35% (-655.8K) YoY NEW(+700.4K)	All Managers (Combined)	$53.3M	QoQ -40.55% (-$36.3M) YoY NEW(+$53.3M)
NORTHERN TRUST CORP(NTRScusip665859104)	469.4K	QoQ -49.31% (-456.7K) YoY -81.79% (-2.1M)	All Managers (Combined)	$46.3M	QoQ -51.21% (-$48.6M) YoY -79.80% (-$182.9M)
CLOROX CO /DE/(CLXcusip189054109)	300.3K	QoQ -16.38% (-58.8K) YoY -52.90% (-337.3K)	All Managers (Combined)	$44.2M	QoQ -24.19% (-$14.1M) YoY -54.70% (-$53.4M)
CALAVO GROWERS INC(CVGWcusip128246105)	1.8M	QoQ +6.41% (+106.7K) YoY +27.27% (+379.4K)	All Managers (Combined)	$42.5M	QoQ +0.11% (+$48.7K) YoY +9.79% (+$3.8M)
ROGERS CORP(ROGcusip775133101)	617.3K	QoQ -23.79% (-192.7K) YoY NEW(+617.3K)	All Managers (Combined)	$41.7M	QoQ -49.35% (-$40.6M) YoY NEW(+$41.7M)
(cusip70435P102)✕	1.4M	QoQ NEW(+1.4M) YoY NEW(+1.4M)	All Managers (Combined)	$31.5M	QoQ NEW(+$31.5M) YoY NEW(+$31.5M)
Envista Holdings Corp(NVSTcusip29415F104)	1.5M	QoQ -69.50% (-3.3M) YoY -69.37% (-3.3M)	All Managers (Combined)	$25.3M	QoQ -72.71% (-$67.4M) YoY -75.27% (-$76.9M)
APTARGROUP, INC.(ATRcusip038336103)	144.7K	QoQ +69.01% (+59.1K) YoY -52.78% (-161.8K)	All Managers (Combined)	$21.5M	QoQ +59.62% (+$8.0M) YoY -51.31% (-$22.6M)
American Water Works Company, Inc.(AWKcusip030420103)	143.1K	QoQ -14.56% (-24.4K) YoY -85.07% (-815.3K)	All Managers (Combined)	$21.1M	QoQ +1.24% (-$259.4K) YoY -81.98% (-$96.0M)
Mission Produce, Inc.(AVOcusip60510V108)	1.9M	QoQ -0.80% (-15.7K) YoY -51.18% (-2.0M)	All Managers (Combined)	$20.3M	QoQ -27.65% (-$7.8M) YoY -56.90% (-$26.8M)