0001085146-17-001073.txt : 20170503 0001085146-17-001073.hdr.sgml : 20170503 20170502200654 ACCESSION NUMBER: 0001085146-17-001073 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170503 DATE AS OF CHANGE: 20170502 EFFECTIVENESS DATE: 20170503 FILER: COMPANY DATA: COMPANY CONFORMED NAME: NUANCE INVESTMENTS, LLC CENTRAL INDEX KEY: 0001473182 IRS NUMBER: 263649176 STATE OF INCORPORATION: KS FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13833 FILM NUMBER: 17806876 BUSINESS ADDRESS: STREET 1: 4200 W. 115TH STREET, SUITE 100 CITY: LEAWOOD STATE: KS ZIP: 66211 BUSINESS PHONE: 913-647-9700 MAIL ADDRESS: STREET 1: 4200 W. 115TH STREET, SUITE 100 CITY: LEAWOOD STATE: KS ZIP: 66211 FORMER COMPANY: FORMER CONFORMED NAME: MARINER VALUE STRATEGIES, LLC DATE OF NAME CHANGE: 20090925 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001473182 XXXXXXXX 03-31-2017 03-31-2017 false NUANCE INVESTMENTS, LLC

4200 W. 115TH STREET, SUITE 100 LEAWOOD KS 66211

13F HOLDINGS REPORT 028-13833 Y Solely for purposes of, and based on instructions in, Form 13F, investment discretion is noted as DFND in column 6 of the Information Table because Montage Investments, LLC (Montage) has a controlling interest in the Reporting Manager, although Montage does not in fact exercise investment discretion over the Reporting Manager s client accounts. Rositsa Esenberg 816-743-7088 /s/ Rositsa Esenberg Kansas City MO 05-01-2017 0 72 1276816 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 43961 989891 SH DFND 989891 0 0 AIR PRODS & CHEMS INC COM 009158106 5179 38281 SH DFND 38281 0 0 AMPHENOL CORP NEW CL A 032095101 5611 78833 SH DFND 78833 0 0 APTARGROUP INC COM 038336103 8438 109595 SH DFND 109595 0 0 ASPEN INSURANCE HOLDINGS LTD SHS g05384105 2732 52489 SH DFND 52489 0 0 B/E AEROSPACE INC COM 073302101 13751 214498 SH DFND 214498 0 0 BB&T CORP COM 054937107 2854 63840 SH DFND 63840 0 0 BEMIS INC COM 081437105 2619 53594 SH DFND 53594 0 0 BERKLEY W R CORP COM 084423102 2803 39683 SH DFND 39683 0 0 BOK FINL CORP COM NEW 05561q201 39419 503625 SH DFND 503625 0 0 CALIFORNIA WTR SVC GROUP COM 130788102 6490 181025 SH DFND 181025 0 0 CERNER CORP COM 156782104 26809 455546 SH DFND 455546 0 0 CNA FINL CORP COM 126117100 2832 64125 SH DFND 64125 0 0 COMMERCE BANCSHARES INC COM 200525103 5868 104487 SH DFND 104487 0 0 COMPASS MINERALS INTL INC COM 20451n101 23093 340359 SH DFND 340359 0 0 DEERE & CO COM 244199105 2723 25012 SH DFND 25012 0 0 DIAGEO P L C SPON ADR NEW 25243q205 68069 588935 SH DFND 588935 0 0 DOVER CORP COM 260003108 2799 34836 SH DFND 34836 0 0 DRIL-QUIP INC COM 262037104 2735 50141 SH DFND 50141 0 0 ECOLAB INC COM 278865100 2733 21805 SH DFND 21805 0 0 EMERSON ELEC CO COM 291011104 16139 269606 SH DFND 269606 0 0 EVERSOURCE ENERGY COM 30040w108 5662 96324 SH DFND 96324 0 0 FLUOR CORP NEW COM 343412102 8178 155411 SH DFND 155411 0 0 FRANKS INTL N V COM n33462107 87791 8305658 SH DFND 8305658 0 0 FULLER H B CO COM 359694106 22615 438612 SH DFND 438612 0 0 GENUINE PARTS CO COM 372460105 7832 84752 SH DFND 84752 0 0 GLOBUS MED INC CL A 379577208 24142 815053 SH DFND 815053 0 0 GRAINGER W W INC COM 384802104 2671 11474 SH DFND 11474 0 0 HALLIBURTON CO COM 406216101 2762 56132 SH DFND 56132 0 0 HEALTHCARE RLTY TR COM 421946104 2856 87887 SH DFND 87887 0 0 HEARTLAND EXPRESS INC COM 422347104 73273 3654491 SH DFND 3654491 0 0 HUB GROUP INC CL A 443320106 21355 460241 SH DFND 460241 0 0 HUBBELL INC COM 443510607 2656 22127 SH DFND 22127 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 746 8992 SH DFND 8992 0 0 ITT INC COM 45073v108 5597 136446 SH DFND 136446 0 0 JOHNSON & JOHNSON COM 478160104 39191 314659 SH DFND 314659 0 0 KELLOGG CO COM 487836108 2692 37077 SH DFND 37077 0 0 KIMBERLY CLARK CORP COM 494368103 5694 43256 SH DFND 43256 0 0 LINDSAY CORP COM 535555106 2831 32126 SH DFND 32126 0 0 M & T BK CORP COM 55261f104 5455 35252 SH DFND 35252 0 0 MARKEL CORP COM 570535104 2405 2465 SH DFND 2465 0 0 MEAD JOHNSON NUTRITION CO COM 582839106 67875 761961 SH DFND 761961 0 0 METLIFE INC COM 59156r108 2684 50822 SH DFND 50822 0 0 MONSANTO CO NEW COM 61166w101 5527 48826 SH DFND 48826 0 0 NATIONAL FUEL GAS CO N J COM 636180101 49892 836827 SH DFND 836827 0 0 NORTHERN TR CORP COM 665859104 66112 763592 SH DFND 763592 0 0 NORTHWEST NAT GAS CO COM 667655104 2608 44135 SH DFND 44135 0 0 ONE GAS INC COM 68235p108 8724 129050 SH DFND 129050 0 0 PATTERSON COMPANIES INC COM 703395103 58963 1303630 SH DFND 1303630 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 5542 124768 SH DFND 124768 0 0 PRAXAIR INC COM 74005p104 62258 524938 SH DFND 524938 0 0 PROCTER AND GAMBLE CO COM 742718109 42694 475169 SH DFND 475169 0 0 RAYONIER INC COM 754907103 5499 194045 SH DFND 194045 0 0 ROCKWELL COLLINS INC COM 774341101 5531 56928 SH DFND 56928 0 0 SANDERSON FARMS INC COM 800013104 5545 53403 SH DFND 53403 0 0 SCHLUMBERGER LTD COM 806857108 43382 555468 SH DFND 555468 0 0 SIMPSON MANUFACTURING CO INC COM 829073105 5612 130234 SH DFND 130234 0 0 SMITH & NEPHEW PLC SPDN ADR NEW 83175m205 66415 2147255 SH DFND 2147255 0 0 STATE STR CORP COM 857477103 2881 36190 SH DFND 36190 0 0 STERIS PLC SHS USD g84720104 2543 36604 SH DFND 36604 0 0 STRYKER CORP COM 863667101 2832 21510 SH DFND 21510 0 0 TECHNIPFMC PLC COM g87110105 2698 83027 SH DFND 83027 0 0 TRAVELERS COMPANIES INC COM 89417e109 8267 68579 SH DFND 68579 0 0 UNILEVER N V N Y SHS NEW 904784709 38991 784847 SH DFND 784847 0 0 UNITED PARCEL SERVICE INC CL B 911312106 38478 358603 SH DFND 358603 0 0 V F CORP COM 918204108 2838 51627 SH DFND 51627 0 0 VARIAN MED SYS INC COM 92220p105 5805 63703 SH DFND 63703 0 0 WABCO HLDGS INC COM 92927k102 5059 43084 SH DFND 43084 0 0 WAL-MART STORES INC COM 931142103 22115 306806 SH DFND 306806 0 0 WATERS CORP COM 941848103 8843 56574 SH DFND 56574 0 0 WGL HLDGS INC COM 92924f106 13694 165933 SH DFND 165933 0 0 XYLEM INC COM 98419m100 2848 56713 SH DFND 56713 0 0