NUANCE INVESTMENTS, LLC

CIK 0001473182 · KANSAS CITY, MO · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

NUANCE INVESTMENTS, LLC reported 52 positions worth $587.7M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: QGEN (10.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$587.7M
2026 Q2
Positions
52
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
58.8%
Est. Net Flow (Q)
2026 Q2
10 / 52 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1QGENQIAGEN NVSH$62.4M10.62%1,595,726
2CWTCALIFORNIA WTR SVC GROUPSH$53.3M9.07%1,096,077
3CLXCLOROX CO DELSH$50.5M8.59%528,738
4TMHC*TAYLOR MORRISON HOME CORPSH$37.9M6.45%528,263
5SOLVSOLVENTUM CORPSH$28.1M4.79%364,530
6KVUEKENVUE INCSH$27.7M4.71%1,448,488
7ATRAPTARGROUP INCSH$22.9M3.90%183,170
8KMBKIMBERLY-CLARK CORPSH$22.8M3.88%207,780
9LNNLINDSAY CORPSH$22.2M3.78%179,283
10TMOTHERMO FISHER SCIENTIFIC INCSH$17.9M3.04%35,664

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does NUANCE INVESTMENTS, LLC hold as of Q2 2026?

NUANCE INVESTMENTS, LLC reported 52 positions worth $587.7M in its Q2 2026 13F filing. Largest positions: QGEN (10.6%), CWT (9.1%), CLX (8.6%), TMHC* (6.4%) and SOLV (4.8%).

What did NUANCE INVESTMENTS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did NUANCE INVESTMENTS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.