0001085146-22-002867.txt : 20220808 0001085146-22-002867.hdr.sgml : 20220808 20220808152045 ACCESSION NUMBER: 0001085146-22-002867 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220808 DATE AS OF CHANGE: 20220808 EFFECTIVENESS DATE: 20220808 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: 221144025 BUSINESS ADDRESS: STREET 1: 4900 MAIN STREET STREET 2: SUITE 220 CITY: KANSAS CITY STATE: MO ZIP: 64112 BUSINESS PHONE: 913-647-9700 MAIL ADDRESS: STREET 1: 4900 MAIN STREET STREET 2: SUITE 220 CITY: KANSAS CITY STATE: MO ZIP: 64112 FORMER COMPANY: FORMER CONFORMED NAME: MARINER VALUE STRATEGIES, LLC DATE OF NAME CHANGE: 20090925 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001473182 XXXXXXXX 06-30-2022 06-30-2022 false NUANCE INVESTMENTS, LLC

4900 Main Street Suite 220 Kansas City MO 64112

13F HOLDINGS REPORT 028-13833 N Rositsa Esenberg 816-743-7088 /s/ Rositsa Esenberg Kansas City MO 08-08-2022 0 52 5036347 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 146940 1135463 SH SOLE 1135463 0 0 AEROJET ROCKETDYNE HLDGS INC COM 007800105 88128 2170638 SH SOLE 2170638 0 0 ALLEGHANY CORP MD COM 017175100 250487 300668 SH SOLE 300668 0 0 ALPHABET INC CAP STK CL A 02079K305 2096 962 SH SOLE 962 0 0 AMAZON COM INC COM 023135106 2067 19460 SH SOLE 19460 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 41568 279412 SH SOLE 279412 0 0 AMPHENOL CORP NEW CL A 032095101 82333 1278865 SH SOLE 1278865 0 0 APPLIED MATLS INC COM 038222105 13327 146483 SH SOLE 146483 0 0 APTARGROUP INC COM 038336103 68273 661496 SH SOLE 661496 0 0 AVISTA CORP COM 05379B107 69563 1598792 SH SOLE 1598792 0 0 BAXTER INTL INC COM 071813109 369852 5758247 SH SOLE 5758247 0 0 BECTON DICKINSON & CO 6% DP CONV PFD B 075887406 13840 279830 SH SOLE 279830 0 0 BECTON DICKINSON & CO COM 075887109 212 860 SH SOLE 860 0 0 BIOVENTUS INC COM CL A 09075A108 4093 600147 SH SOLE 600147 0 0 CAL MAINE FOODS INC COM NEW 128030202 134435 2720805 SH SOLE 2720805 0 0 CALAVO GROWERS INC COM 128246105 49980 1197978 SH SOLE 1197978 0 0 CALIFORNIA WTR SVC GROUP COM 130788102 72484 1304840 SH SOLE 1304840 0 0 CLOROX CO DEL COM 189054109 173105 1227867 SH SOLE 1227867 0 0 COUSINS PPTYS INC COM NEW 222795502 70492 2411632 SH SOLE 2411632 0 0 DENTSPLY SIRONA INC COM 24906P109 323404 9051338 SH SOLE 9051338 0 0 EQUITY COMWLTH COM SH BEN INT 294628102 318556 11571224 SH SOLE 11571224 0 0 ESSENTIAL UTILS INC COM 29670G102 14460 315381 SH SOLE 315381 0 0 EVEREST RE GROUP LTD COM G3223R108 105026 374718 SH SOLE 374718 0 0 GCP APPLIED TECHNOLOGIES INC COM 36164Y101 204525 6538529 SH SOLE 6538529 0 0 GLOBUS MED INC CL A 379577208 209 3717 SH SOLE 3717 0 0 GRACO INC COM 384109104 40397 679976 SH SOLE 679976 0 0 HARTFORD FINL SVCS GROUP INC COM 416515104 13772 210485 SH SOLE 210485 0 0 HEALTHCARE RLTY TR COM 421946104 165988 6102505 SH SOLE 6102505 0 0 HEALTHPEAK PROPERTIES INC COM 42250P103 11806 455655 SH SOLE 455655 0 0 ICU MED INC COM 44930G107 165859 1008937 SH SOLE 1008937 0 0 INDEPENDENT BK CORP MASS COM 453836108 14679 184801 SH SOLE 184801 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 8021 78886 SH SOLE 78886 0 0 ISHARES TR S&P MC 400VL ETF 464287705 914 9680 SH SOLE 9680 0 0 KIMBERLY-CLARK CORP COM 494368103 304920 2256158 SH SOLE 2256158 0 0 LINDSAY CORP COM 535555106 18774 141350 SH SOLE 141350 0 0 MISSION PRODUCE INC COM 60510V108 36534 2563792 SH SOLE 2563792 0 0 MUELLER WTR PRODS INC COM SER A 624758108 125028 10658826 SH SOLE 10658826 0 0 NORTHERN TR CORP COM 665859104 222830 2309603 SH SOLE 2309603 0 0 NUVASIVE INC COM 670704105 13268 269900 SH SOLE 269900 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 57878 1197567 SH SOLE 1197567 0 0 REINSURANCE GRP OF AMERICA I COM NEW 759351604 62048 529014 SH SOLE 529014 0 0 SCHWAB CHARLES CORP COM 808513105 9464 149795 SH SOLE 149795 0 0 SJW GROUP COM 784305104 198711 3183959 SH SOLE 3183959 0 0 SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 306221 10967795 SH SOLE 10967795 0 0 TOWNEBANK PORTSMOUTH VA COM 89214P109 26355 970705 SH SOLE 970705 0 0 TRAVELERS COMPANIES INC COM 89417E109 298603 1765523 SH SOLE 1765523 0 0 UMB FINL CORP COM 902788108 41775 485197 SH SOLE 485197 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 162035 1608926 SH SOLE 1608926 0 0 VALLEY NATL BANCORP COM 919794107 38927 3739420 SH SOLE 3739420 0 0 WERNER ENTERPRISES INC COM 950755108 13392 347490 SH SOLE 347490 0 0 XYLEM INC COM 98419M100 9711 124218 SH SOLE 124218 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 48982 466228 SH SOLE 466228 0 0