§ 13F · FUND PROFILE
NUANCE INVESTMENTS, LLC.
AUM · $588M (13F)Positions · 52Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$97M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QGEN | QIAGEN NV | 1.60M | $62M | 10.6% | +21% |
| 2 | CWT | CALIFORNIA WTR SVC GROUP | 1.10M | $53M | 9.1% | −32% |
| 3 | CLX | CLOROX CO DEL | 529K | $50M | 8.6% | +4% |
| 4 | TMHC | TAYLOR MORRISON HOME CORP | 528K | $38M | 6.4% | NEW |
| 5 | SOLV | SOLVENTUM CORP | 365K | $28M | 4.8% | −46% |
| 6 | KVUE | KENVUE INC | 1.45M | $28M | 4.7% | −13% |
| 7 | ATR | APTARGROUP INC | 183K | $23M | 3.9% | +18% |
| 8 | KMB | KIMBERLY-CLARK CORP | 208K | $23M | 3.9% | −33% |
| 9 | LNN | LINDSAY CORP | 179K | $22M | 3.8% | +11% |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | 36K | $18M | 3.0% | +18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NUANCE SIGNAL
AC read
NUANCE INVESTMENTS, LLC is a Other fund managing $588 million in assets. The fund runs a portfolio of 52 positions.
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