NUANCE INVESTMENTS, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 69
New Positions 11
Increased Positions 36
Decreased Positions 32
Positions with Activity 68
Sold Out Positions 16
Total Mkt Value (in $ millions) 473

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

Sector Weighting

Basic Materials 18.66%
Capital Goods 6.99%
Conglomerates
Consumer Cyclical 0.09%
Consumer/Non-Cyclical 8.8%
Energy 19.27%
Financial 13.11%
Healthcare 3.88%
Services 11.38%
Technology 8.95%
Transportation 0.19%
Utilities 8.67%

69 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CAPITOL FED FINL INC COM 7,473 -5,476 (42.29) 608,547
PATTERSON COMPANIES INC COM 7,225 -6,972 (49.11) 177,006
TOWNEBANK PORTSMOUTH VA COM 1,789 685 62.07 116,067
KANSAS CITY LIFE INS CO COM 1,766 219 14.18 40,717
CNA FINL CORP COM 1,646 3 .21 39,135
HCC INS HLDGS INC COM 1,532 797 108.46 34,187
PORTLAND GEN ELEC CO COM NEW 1,262 860 213.82 39,180
ALTERA CORP COM 1,256 1,256 New 37,140
PROASSURANCE CORP COM 1,099 217 24.58 25,015
HALLIBURTON CO COM 897 897 New 15,570
MEADWESTVACO CORP COM 840 840 New 22,340
DEERE & CO COM 620 225 57.10 6,741
WESTAR ENERGY INC COM 617 2 .25 17,745
BECTON DICKINSON & CO COM 607 205 50.83 5,460
FIRSTENERGY CORP COM 585 274 88.17 17,660
CONAGRA FOODS INC COM 551 551 New 18,050
FRANKLIN RES INC COM 541 -466 (46.26) 10,447
SOUTHWEST AIRLS CO COM 481 -21,814 (97.84) 21,125
AUTOLIV INC COM 434 -6 (1.36) 4,350
NORFOLK SOUTHERN CORP COM 416 .11 4,470