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Nuance Investments, Llc

Portfolio Manager
Nuance Investments, Llc
Performance
+2.00% (2026 Q1)
AUM (13F)
$717.10M
# of Holdings
43
Performance Rank
Allocation (Top 20)
86.48%

Nuance Investments, Llc Holdings Map

Top 43 Nuance Investments, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CWT
CALIFORNIA WTR SVC GROUP
10.14%1.60M$72.7M
-12.14%(-221.64K)
2025-Q1: 2.02M shares2025-Q2: 1.73M shares2025-Q3: 1.76M shares2025-Q4: 1.83M shares2026-Q1: 1.60M shares
$50.66(-0.86%)
2026-03-31
MRTN
MARTEN TRANS LTD
8.81%4.81M$63.2M
-23.25%(-1.46M)
2025-Q1: 5.24M shares2025-Q2: 5.75M shares2025-Q3: 6.12M shares2025-Q4: 6.27M shares2026-Q1: 4.81M shares
$16.32(+6.98%)
2026-03-31
QGEN
QIAGEN NV
7.37%1.32M$52.9M
+64.29%(+516.66K)
2025-Q1: 2.78M shares2025-Q2: 1.36M shares2025-Q3: 538.8K shares2025-Q4: 803.6K shares2026-Q1: 1.32M shares
$43.38(-7.56%)
2026-03-31
CLX
CLOROX CO DEL
7.34%508.1K$52.7M
-35.42%(-278.64K)
2025-Q1: 300.3K shares2025-Q2: 848.1K shares2025-Q3: 694.8K shares2025-Q4: 786.8K shares2026-Q1: 508.1K shares
$135.07(-27.99%)
2026-03-31
WERN
WERNER ENTERPRISES INC
6.24%1.52M$44.7M
-21.98%(-428.44K)
2025-Q1: 2.83M shares2025-Q2: 2.59M shares2025-Q3: 1.96M shares2025-Q4: 1.95M shares2026-Q1: 1.52M shares
$39.98(+8.06%)
2026-03-31
SOLV
SOLVENTUM CORP
6.11%671.2K$43.8M
+4.53%(+29.08K)
2025-Q1: 700.4K shares2025-Q2: 883.4K shares2025-Q3: 697.0K shares2025-Q4: 642.1K shares2026-Q1: 671.2K shares
$64.48(+21.38%)
2026-03-31
MASI
MASIMO CORP
6.07%244.7K$43.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 244.7K shares
$153.96(+16.88%)
2026-03-31
KMB
KIMBERLY-CLARK CORP
4.14%307.9K$29.7M
+182.34%(+198.85K)
2025-Q1: 110.6K shares2025-Q2: 149.4K shares2025-Q3: 205.0K shares2025-Q4: 109.1K shares2026-Q1: 307.9K shares
$110.70(+3.63%)
2026-03-31
KVUE
KENVUE INC
3.98%1.66M$28.5M
-41.17%(-1.16M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 713.4K shares2025-Q4: 2.81M shares2026-Q1: 1.66M shares
$17.52(+13.16%)
2026-03-31
HTO
H2O AMERICA
3.2%391.6K$23.0M
-56.81%(-515.08K)
2025-Q1: 1.17M shares2025-Q2: 964.8K shares2025-Q3: 1.02M shares2025-Q4: 906.7K shares2026-Q1: 391.6K shares
$60.98(+2.37%)
2026-03-31

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