NUANCE INVESTMENTS, LLC

Est. AUM

$717.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CALIFORNIA WTR SVC GROUP	COM	$72.7M	1603748	10.14%	SOLE
2	MARTEN TRANS LTD	COM	$63.2M	4810420	8.81%	SOLE
3	QIAGEN NV	ORD SHARES	$52.9M	1320250	7.37%	SOLE
4	CLOROX CO DEL	COM	$52.7M	508145	7.34%	SOLE
5	WERNER ENTERPRISES INC	COM	$44.7M	1520525	6.24%	SOLE
6	SOLVENTUM CORP	COM SHS	$43.8M	671153	6.11%	SOLE
7	MASIMO CORP	COM	$43.5M	244704	6.07%	SOLE
8	KIMBERLY-CLARK CORP	COM	$29.7M	307915	4.14%	SOLE
9	KENVUE INC	COM	$28.5M	1655524	3.98%	SOLE
10	H2O AMERICA	COM	$23.0M	391646	3.20%	SOLE
11	GLOBE LIFE INC	COM	$21.8M	156919	3.05%	SOLE
12	APTARGROUP INC	COM	$19.6M	155423	2.73%	SOLE
13	LINDSAY CORP	COM	$19.3M	161722	2.69%	SOLE
14	EVEREST GROUP LTD	COM	$17.5M	53568	2.44%	SOLE
15	BECTON DICKINSON & CO	COM	$16.8M	106783	2.34%	SOLE
16	THERMO FISHER SCIENTIFIC INC	COM	$14.9M	30321	2.08%	SOLE
17	CALAVO GROWERS INC	COM	$14.7M	569627	2.05%	SOLE
18	AVISTA CORP	COM	$14.6M	363217	2.03%	SOLE
19	SCHEIN HENRY INC	COM	$14.3M	193856	1.99%	SOLE
20	WATERS CORP	COM	$12.1M	40500	1.68%	SOLE
21	IDEX CORP	COM	$8.5M	44820	1.18%	SOLE
22	ESSENTIAL UTILS INC	COM	$7.8M	194800	1.09%	SOLE
23	CNH INDL N V	SHS	$7.2M	653123	1.00%	SOLE
24	NIKE INC	CL B	$6.8M	129003	0.95%	SOLE
25	PORTLAND GEN ELEC CO	COM NEW	$6.8M	128448	0.95%	SOLE
26	ALEXANDRIA REAL ESTATE EQ IN	COM	$6.5M	140637	0.91%	SOLE
27	QUEST DIAGNOSTICS INC	COM	$4.8M	24540	0.67%	SOLE
28	MISSION PRODUCE INC	COM	$4.2M	301576	0.58%	SOLE
29	SEMRUSH HLDGS INC	CL A COM	$4.0M	335139	0.56%	SOLE
30	REINSURANCE GROUP AMER INC	COM NEW	$3.9M	19304	0.55%	SOLE
31	AMERICAN INTL GROUP INC	COM NEW	$3.9M	51716	0.54%	SOLE
32	3M CO	COM	$3.8M	26446	0.54%	SOLE
33	HEALTHPEAK PROPERTIES INC	COM	$3.8M	228769	0.52%	SOLE
34	AGILENT TECHNOLOGIES INC	COM	$3.8M	32921	0.52%	SOLE
35	ISHARES TR	RUS MDCP VAL ETF	$3.7M	25440	0.52%	SOLE
36	MIDDLESEX WTR CO	COM	$3.0M	57187	0.42%	SOLE
37	LAUDER ESTEE COS INC	CL A	$2.6M	35848	0.36%	SOLE
38	NORTHERN TR CORP	COM	$2.2M	15744	0.31%	SOLE
39	GRACO INC	COM	$2.0M	23367	0.28%	SOLE
40	AMER STATES WTR CO	COM	$2.0M	25872	0.27%	SOLE
41	AMERICAN WTR WKS CO INC NEW	COM	$1.9M	14256	0.27%	SOLE
42	ABBOTT LABORATORIES	COM	$1.9M	18538	0.27%	SOLE
43	DANAHER CORP DEL	COM	$1.9M	9961	0.26%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.