Nuance Investments
$717M 13F equity value
53 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CWT | CALIFORNIA WTR SVC GROUP | 1,603,748 | $73M | 10.1% |
| MRTN | MARTEN TRANS LTD | 4,810,420 | $63M | 8.8% |
| QGEN | QIAGEN NV | 1,320,250 | $53M | 7.4% |
| CLX | CLOROX CO DEL | 508,145 | $53M | 7.3% |
| WERN | WERNER ENTERPRISES INC | 1,520,525 | $45M | 6.2% |
| SOLV | SOLVENTUM CORP | 671,153 | $44M | 6.1% |
| MASI | MASIMO CORP | 244,704 | $44M | 6.1% |
| KMB | KIMBERLY-CLARK CORP | 307,915 | $30M | 4.1% |
| KVUE | KENVUE INC | 1,655,524 | $29M | 4.0% |
| HTO | H2O AMERICA | 391,646 | $23M | 3.2% |
Track Nuance Investments's 13F portfolio: $717M in reported holdings, 53 positions. Top holdings and quarterly changes on SentiSense.
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