Nuance Investments, LLC
Annual return '25
+16.1%
SPY '25
+17.7%
Alpha
-1.6ptsvs SPY
Invested
$717.1M
Holdings
43
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CWT
CALIFORNIA WTR SVC GROUP
Q4 2025: Exited (was 1.76M shares)
10.1%
02
$MRTN
MARTEN TRANS LTD
Q4 2025: Exited (was 6.12M shares)
8.8%
03
$QGEN
QIAGEN NV
Q4 2025: Exited (was 538.8k shares)
7.4%
04
$CLX
CLOROX CO DEL
Q4 2025: Exited (was 694.8k shares)
7.3%
05
$WERN
WERNER ENTERPRISES INC
Q4 2025: Exited (was 1.96M shares)
6.2%
06
$SOLV
SOLVENTUM CORP
Q4 2025: Exited (was 697.0k shares)
6.1%
07
$MASI
MASIMO CORP
Held since at least Q1 2024
6.1%
08
$KMB
KIMBERLY-CLARK CORP
Q4 2025: Exited (was 205.0k shares)
4.1%
09
$KVUE
KENVUE INC
Q1 2026: Exited (was 1.47M shares)
4.0%
10
$HTO
H2O AMERICA
Q4 2025: Exited (was 1.02M shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:37 UTC.