Nuance Investments, LLC
Nuance Investments, LLC is an SEC-registered investment adviser founded in 2008 and headquartered in Kansas City, Missouri. The firm is 100% employee-owned and specializes in value investing, focusing on classic value investment management for institutional and individual clients. Their team is relatively small, allowing for specialization and focus in the U.S. equity space. The firm serves institutional investors, high net worth individuals, and intermediaries.
Investment Strategy
Nuance Investments, LLC pursues a classic value investing strategy, emphasizing deep fundamental research to identify high quality businesses trading below their intrinsic value. The firm seeks to generate superior risk-adjusted returns by focusing on downside risk management and investing in companies that exhibit high returns on capital, stable business models, and strong competitive positions. Their portfolios are concentrated and constructed based on extensive bottom-up analysis.
Latest 13F Filing Activity
Nuance Investments, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 43 equity positions with a total 13F market value of $1B. The fund increased holdings in Clorox Co. Del, Informatica Inc., Thermo Fisher Scientific Inc. among other positions. Nuance Investments, LLC reduced exposure to Dentsply Sirona Inc., Lauder Estee Cos Inc., Qiagen NV among others.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CLX | CLOROX CO DEL | 7.93% | $101.8M | 848,106 | $126.16 | $120.07 | +$57.6M |
H HOLX | HOLOGIC INC | 7.00% | $89.8M | 1,378,859 | $63.80 | $65.16 | +$23.1M |
E EL | LAUDER ESTEE COS INC | 6.93% | $88.9M | 1,100,746 | $83.60 | $80.80 | -$72.6M |
C CWT | CALIFORNIA WTR SVC GROUP | 6.12% | $78.6M | 1,728,615 | $49.37 | $45.48 | -$19.2M |
M MRTN | MARTEN TRANS LTD | 5.81% | $74.6M | 5,745,928 | $15.87 | $12.99 | +$2.8M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more