Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NUANCE INVESTMENTS, LLC (CIK 1473182) reported $717.1M across 43 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CWT ($72.7M, 10.14%), MRTN ($63.2M, 8.81%), QGEN ($52.9M, 7.37%), CLX ($52.7M, 7.34%), WERN ($44.7M, 6.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CWT | CALIFORNIA WTR SVC GROUP | $72.7M | 10.14% | 1.6M | Trimmed |
| 2 | MRTN | MARTEN TRANS LTD | $63.2M | 8.81% | 4.8M | Trimmed |
| 3 | QGEN | QIAGEN NV | $52.9M | 7.37% | 1.3M | New |
| 4 | CLX | CLOROX CO DEL | $52.7M | 7.34% | 508,145 | Trimmed |
| 5 | WERN | WERNER ENTERPRISES INC | $44.7M | 6.24% | 1.5M | Trimmed |
| 6 | SOLV | SOLVENTUM CORP | $43.8M | 6.11% | 671,153 | Added |
| 7 | MASI | MASIMO CORP | $43.5M | 6.07% | 244,704 | New |
| 8 | KMB | KIMBERLY-CLARK CORP | $29.7M | 4.14% | 307,915 | Added |
| 9 | KVUE | KENVUE INC | $28.5M | 3.98% | 1.7M | Trimmed |
| 10 | HTO | H2O AMERICA | $23.0M | 3.20% | 391,646 | Trimmed |
| 11 | GL | GLOBE LIFE INC | $21.8M | 3.05% | 156,919 | Trimmed |
| 12 | ATR | APTARGROUP INC | $19.6M | 2.73% | 155,423 | Trimmed |
| 13 | LNN | LINDSAY CORP | $19.3M | 2.69% | 161,722 | Trimmed |
| 14 | EG | EVEREST GROUP LTD | $17.5M | 2.44% | 53,568 | Trimmed |
| 15 | BDX | BECTON DICKINSON & CO | $16.8M | 2.34% | 106,783 | Trimmed |
| 16 | TMO | THERMO FISHER SCIENTIFIC INC | $14.9M | 2.08% | 30,321 | Added |
| 17 | CVGW | CALAVO GROWERS INC | $14.7M | 2.05% | 569,627 | Added |
| 18 | AVA | AVISTA CORP | $14.6M | 2.03% | 363,217 | Added |
| 19 | HSIC | SCHEIN HENRY INC | $14.3M | 1.99% | 193,856 | Trimmed |
| 20 | WAT | WATERS CORP | $12.1M | 1.68% | 40,500 | Added |
| 21 | IEX | IDEX CORP | $8.5M | 1.18% | 44,820 | Trimmed |
| 22 | WTRG | ESSENTIAL UTILS INC | $7.8M | 1.09% | 194,800 | Added |
| 23 | CNHI | CNH INDL N V | $7.2M | 1.00% | 653,123 | Trimmed |
| 24 | NKE | NIKE INC | $6.8M | 0.95% | 129,003 | Trimmed |
| 25 | POR | PORTLAND GEN ELEC CO | $6.8M | 0.95% | 128,448 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31