NUANCE INVESTMENTS, LLC Information

4200 W. 115TH STREET, LEAWOOD, Kansas, 66211, (913) 647-9700

Report Date: 03/31/2015

Position Statistics

Total Positions 62
New Positions 11
Increased Positions 43
Decreased Positions 19
Positions with Activity 62
Sold Out Positions 7
Total Mkt Value (in $ millions) 1,024

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 9.5%
Capital Goods 6.83%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2.86%
Energy 14.72%
Financial 23.29%
Healthcare 5.45%
Services 3.56%
Technology 11.87%
Transportation 3.02%
Utilities 8.21%

19 DECREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FRANKS INTL N V COM 109,070 -8,057 (6.88) 5,924,474
PROASSURANCE CORP COM 37,104 -6,882 (15.65) 786,602
AMERICAN SCIENCE & ENGR INC COM 29,705 -1,875 (5.94) 676,342
SYSCO CORP COM 18,929 -18,815 (49.85) 525,947
AVERY DENNISON CORP COM 17,550 -20,555 (53.94) 282,113
PATTERSON COMPANIES INC COM 16,862 -34,895 (67.42) 342,240
COMPASS MINERALS INTL INC COM 5,431 -25,200 (82.27) 65,905
CABOT MICROELECTRONICS CORP COM 4,816 -10,058 (67.62) 102,099
TOWNEBANK PORTSMOUTH VA COM 1,061 -42 (3.84) 65,099
BANK HAWAII CORP COM 798 -400 (33.38) 11,803
CNA FINL CORP COM 695 -2,052 (74.71) 17,637
SIMPSON MANUFACTURING CO INC COM 672 -405 (37.64) 19,660
CLEAN HARBORS INC COM -18,568 Sold Out 0
CORRECTIONS CORP AMER NEW COM NEW -979 Sold Out 0
GOLDCORP INC NEW COM -38,840 Sold Out 0
INNOPHOS HOLDINGS INC COM -996 Sold Out 0
ROCKWELL COLLINS INC COM -1,545 Sold Out 0
SOUTHWESTERN ENERGY CO COM -30,816 Sold Out 0
WATERS CORP COM -11,380 Sold Out 0