NUANCE INVESTMENTS, LLC
CIK 1473182 · Holdings on Mar 31, 2026 · First reported May 8, 2026
Top ten holdings
Q1 2026- CWT10.14%
- MRTN8.81%
- QGEN7.37%
- CLX7.34%
- WERN6.24%
- SOLV6.11%
- MASI6.07%
- KMB4.14%
- KVUE3.98%
- HTO3.20%
Share classes counted separately63.40%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- KMBWeight increased · +2.93 pp1.21% → 4.14%Shares +198.85K (+182.34%)
- HTOWeight decreased · -1.69 pp4.89% → 3.20%Shares -515.08K (-56.81%)
- WATWeight increased · +1.66 pp0.02% → 1.68%Shares +39.92K (+6870.74%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CWTCALIFORNIA WATER SERVICE GRP View history and evidence | $72.71M | 10.14% | 1.60M shares | 8.71% → 10.14%+1.43 pp -221.64K (-12.14%) | Reduced | ↗▾ |
| 02 | MRTNMARTEN TRANSPORT LTD View history and evidence | $63.16M | 8.81% | 4.81M shares | 7.86% → 8.81%+0.95 pp -1.46M (-23.25%) | Reduced | ↗▾ |
| 03 | QGENQIAGEN N.V.ORD SHARES View history and evidence | $52.86M | 7.37% | 1.32M shares | Prior unavailable — | CUSIP change | ↗▾ |
| 04 | CLXCLOROX COMPANY View history and evidence | $52.66M | 7.34% | 508.14K shares | 8.74% → 7.34%-1.40 pp -278.64K (-35.42%) | Reduced | ↗▾ |
| 05 | WERNWERNER ENTERPRISES INC View history and evidence | $44.72M | 6.24% | 1.52M shares | 6.44% → 6.24%-0.20 pp -428.44K (-21.98%) | Reduced | ↗▾ |
| 06 | SOLVSOLVENTUM CORPCOM SHS View history and evidence | $43.83M | 6.11% | 671.15K shares | 5.61% → 6.11%+0.50 pp +29.08K (+4.53%) | Added | ↗▾ |
| 07 | MASIMASIMO CORP View history and evidence | $43.53M | 6.07% | 244.70K shares | Prior unavailable +244.70K | New | ↗▾ |
| 08 | KMBKIMBERLY-CLARK CORP View history and evidence | $29.70M | 4.14% | 307.92K shares | 1.21% → 4.14%+2.93 pp +198.85K (+182.34%) | Added | ↗▾ |
| 09 | KVUEKENVUE INC View history and evidence | $28.54M | 3.98% | 1.66M shares | 5.35% → 3.98%-1.37 pp -1.16M (-41.17%) | Reduced | ↗▾ |
| 10 | HTOH2O AMERICA View history and evidence | $22.98M | 3.20% | 391.65K shares | 4.89% → 3.20%-1.69 pp -515.08K (-56.81%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AHL ASPEN INSURANCE HOLDINGS-A | Non-derivative | -1,541,315 | -$57.18M | SEC filing ↗ | SEC filing ↗ |
| 436440101 HOLOGIC INC | Non-derivative | -360,824 | -$26.88M | SEC filing ↗ | SEC filing ↗ |
| KNX KNIGHT-SWIFT TRANSPORTATION | Non-derivative | -184,670 | -$9.65M | SEC filing ↗ | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1473182 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 717103328
}Research all 43 reported holdings.
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