Institutions / Nuance Investments LLC
Nuance Investments LLC
CIK 1473182 · Institution · as of Jun 30, 2026
Portfolio value
$587.67M
Positions
52
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$587.67M-35.2%Positions
52+15.6%Top holdings
Jun 30, 2026View all 52 →
| Company | Value | % of portfolio |
|---|---|---|
| Qiagen N.V. | $62.39M | 10.6% |
| California Water Service Group | $53.32M | 9.1% |
| Clorox Co /De | $50.46M | 8.6% |
| Taylor Morrison Home Corp | $37.90M | 6.4% |
| Solventum Corp | $28.12M | 4.8% |
| Kenvue Inc. | $27.68M | 4.7% |
| Aptargroup, Inc. | $22.93M | 3.9% |
| Kimberly Clark Corp | $22.81M | 3.9% |
| Lindsay Corp | $22.20M | 3.8% |
| Thermo Fisher Scientific Inc. | $17.88M | 3.0% |
| Accenture plc | $16.95M | 2.9% |
| Becton Dickinson & Co | $14.62M | 2.5% |
| Portland General Electric Co /Or | $14.22M | 2.4% |
| Henry Schein Inc | $14.05M | 2.4% |
| Avista Corp | $11.82M | 2.0% |
| Everest Group, Ltd. | $10.14M | 1.7% |
| Marten Transport LtdMRTN | $9.49M | 1.6% |
| H2O America | $9.39M | 1.6% |
| Essential Utilities, Inc. | $9.15M | 1.6% |
| NIKE, Inc. | $9.07M | 1.5% |
| Werner Enterprises Inc | $8.28M | 1.4% |
| BIO-TECHNE Corp | $7.47M | 1.3% |
| Alcon AG | $7.43M | 1.3% |
| Alexandria Real Estate Equities Inc | $6.69M | 1.1% |
| CNH Industrial N.V. | $6.43M | 1.1% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | MRTN Marten Transport Ltd Common Stock | $-99.25M | -5.7M -91.27% | 546,871 1.61% of portfolio | high |
| Q2 2026 as of | Trim | Werner Enterprises Inc Common stock | $-76.71M | -1.8M -90.25% | 189,945 1.41% of portfolio | high |
| Q2 2026 as of | New | Qiagen N.V. Common stock | $62.39M | +1.6M | 1,595,726 10.62% of portfolio | high |
| Q2 2026 as of | Exit | G05384501 Common stock | $-57.18M | -1.5M -100.00% | 0 | high |
| Q2 2026 as of | Trim | H2O America Common stock | $-45.72M | -752K -82.97% | 154,446 1.60% of portfolio | medium |
| Q2 2026 as of | Trim | Globe Life Inc. Common stock | $-39.47M | -221K -95.35% | 10,760 0.33% of portfolio | medium |
| Q2 2026 as of | New | Taylor Morrison Home Corp Common stock | $37.90M | +528K | 528,263 6.45% of portfolio | medium |
| Q2 2026 as of | Exit | N72482206 Common stock | $-36.14M | -804K -100.00% | 0 | medium |
| Q2 2026 as of | Trim | California Water Service Group Common stock | $-35.48M | -729K -39.95% | 1,096,077 9.07% of portfolio | medium |
| Q2 2026 as of | Exit | Hologic Inc Common stock | $-26.88M | -361K -100.00% | 0 | medium |