Nuance Investments, LLC

CIK Number: 0001473182

1.52B
Market Value
51
# of Holdings
10 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 XRAY DENTSPLY SIRONA...
16.59
+0.30% 13.55M +24.99% 257.1M 31.61 10.38%
2 EL The Estée Laude...
88.67
+4.19% 3.09M +191.98% 231.86M 83.6 9.36%
3 QGEN Qiagen N.V.
48.53
+0.67% 4.15M -7.74% 184.58M 43.36 7.45%
4 GL Globe Life Inc.
120.14
-3.81% 1.23M +8.35% 137.62M 107.69 5.56%
5 HSIC Henry Schein, I...
74.50
+0.02% 1.97M -13.56% 136.27M 74.44 5.50%
6 WERN Werner Enterpri...
29.24
+2.56% 3.61M -8.4% 129.76M 39.86 5.24%
7 NVST Envista Holding...
20.23
+1.02% 4.8M -34.63% 92.63M 21.26 3.74%
8 SOLV Solventum Corpo...
78.14
+0.32% 1.36M -17.27% 89.59M 51.45 3.62%
9 ROG Rogers Corporat...
73.25
+3.02% 810.08K +26.59% 82.31M 112.08 3.32%
10 MMM 3M Company
153.82
+0.01% 585.96K -33.31% 75.64M 96.84 3.05%
11 CWT California Wate...
46.32
-0.37% 1.49M -8.79% 67.55M 49.69 2.73%
12 KMB Kimberly-Clark ...
132.33
+0.55% 509.2K -18.71% 66.73M 133.28 2.69%
13 SJW SJW Group
54.86
-0.67% 1.26M +4.32% 61.87M 59.35 2.50%
14 KNX Knight-Swift Tr...
47.22
+2.45% 1.12M +20.32% 59.29M 51.99 2.39%
15 CLX The Clorox Comp...
124.67
+0.92% 359.11K -59.01% 58.32M 137.27 2.35%
16 MRTN Marten Transpor...
13.67
+1.71% 3.2M +21.69% 49.9M 17.71 2.01%
17 NOC Northrop Grumma...
498.71
-0.96% 90.67K +13.41% 42.55M 466.74 1.72%
18 CVGW Calavo Growers,...
27.41
-0.25% 1.66M +1.62% 42.42M 41.34 1.71%
19 IDA IDACORP, Inc.
115.04
-0.51% 384.32K -51.54% 42M 92.11 1.70%
20 RGA Reinsurance Gro...
195.99
-1.63% 166.35K -33.21% 35.54M 136.24 1.43%
21 TTC The Toro Compan...
74.56
+1.13% 386.16K +14.91% 30.93M 85.87 1.25%
22 POR Portland Genera...
40.70
-0.61% 664.99K -4.22% 29.01M 48.55 1.17%
23 AVA Avista Corporat...
38.10
-0.7% 784.92K -8.56% 28.75M 40.99 1.16%
24 GGG Graco Inc.
88.47
+0.91% 334.81K -26.69% 28.22M 69.74 1.14%
25 AVO Mission Produce...
12.03
+0.38% 1.95M -33.12% 28.09M 12.92 1.13%
26 MKC McCormick & Com...
76.56
-0.79% 364.02K -39.46% 27.75M 75.99 1.12%
27 IEX IDEX Corporatio...
182.07
+1.04% 109.29K -21.31% 22.87M 215.84 0.92%
28 AWK American Water ...
140.26
-1.61% 167.44K +46.26% 20.84M 132.26 0.84%
29 LNN Lindsay Corpora...
146.56
-0.68% 170.84K -25.97% 20.21M 138.87 0.82%
30 IWS iShares Russell...
134.52
+0.58% 128.92K +623.80% 16.66M 126.18 0.67%
31 CNHI CNH Industrial ...
11.45
-0.61% 1.4M +100.00% 15.87M 10.4 0.64%
32 TGT Target Corporat...
105.40
+1.49% 110.89K +100.00% 14.99M 135.18 0.61%
33 THRM Gentherm Incorp...
30.68
+3.20% 355.95K -1.1% 14.21M 46.55 0.57%
34 DOC Healthpeak Prop...
18.32
+2.46% 677.94K -10.5% 13.74M 22.92 0.55%
35 ATR AptarGroup, Inc...
160.43
+0.89% 85.62K -65% 13.45M 113.54 0.54%
36 HOLX Hologic, Inc.
65.28
-0.08% 149.41K -9.27% 10.77M 73.72 0.43%
37 LRCX Lam Research Co...
98.64
+1.89% 103.19K +100.00% 7.45M 72.23 0.30%
38 MWA Mueller Water P...
24.66
+0.88% 325.2K -82.26% 7.32M 11.61 0.30%
39 LUV Southwest Airli...
33.99
+1.74% 217.53K -68.99% 7.31M 28.11 0.30%
40 BDX Becton, Dickins...
177.03
-0.36% 32.05K +100.00% 7.27M 226.87 0.29%
41 RE Everest Re Grou...
351.28
+2.93% 19.98K +100.00% 7.24M 351.28 0.29%
42 JBHT J.B. Hunt Trans...
153.06
+1.31% 41.98K +100.00% 7.16M 170.66 0.29%
43 AMAT Applied Materia...
190.07
+3.44% 43.15K +100.00% 7.02M 162.63 0.28%
44 TEL TE Connectivity...
173.46
+1.87% 48.84K -55.17% 6.98M 150.99 0.28%
45 ARE Alexandria Real...
76.32
+2.46% 70.59K +100.00% 6.89M 97.55 0.28%
46 NKE NIKE, Inc.
76.52
+4.23% 90.76K +100.00% 6.87M 75.67 0.28%
47 ST Sensata Technol...
32.05
+3.12% 241.71K +100.00% 6.62M 27.4 0.27%
48 INDB Independent Ban...
66.09
+1.15% 102.5K -5.81% 6.58M 60.1 0.27%
49 PII Polaris Inc.
46.67
+4.02% 109.41K +100.00% 6.3M 57.62 0.25%
50 TMO Thermo Fisher S...
427.45
+1.42% 8.01K +8.24% 4.17M 529.99 0.17%
51 IJJ iShares S&P Mid...
127.33
+1.24% 2.73K +100.00% 341.72K 124.96 0.01%