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) 477

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

Sector Weighting

Basic Materials 18.54%
Capital Goods 6.92%
Conglomerates
Consumer Cyclical 0.09%
Consumer/Non-Cyclical 8.71%
Energy 19.52%
Financial 12.97%
Healthcare 3.88%
Services 11.43%
Technology 8.96%
Transportation 0.19%
Utilities 8.79%

69 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
3M CO COM -3,732 Sold Out 0
ACCENTURE PLC IRELAND SHS CLASS A -371 Sold Out 0
BARD C R INC COM -439 Sold Out 0
CABOT MICROELECTRONICS CORP COM -17,286 Sold Out 0
CHUBB CORP COM -363 Sold Out 0
DENTSPLY INTL INC NEW COM -746 Sold Out 0
EMPIRE DIST ELEC CO COM -375 Sold Out 0
HEARTLAND EXPRESS INC COM -568 Sold Out 0
HELMERICH & PAYNE INC COM -865 Sold Out 0
ITT CORP NEW COM NEW -10,319 Sold Out 0
POTASH CORP SASK INC COM -774 Sold Out 0
REXNORD CORP NEW COM -8,079 Sold Out 0
TARGET CORP COM -495 Sold Out 0
TE CONNECTIVITY LTD REG SHS -3,762 Sold Out 0
TEXAS INSTRS INC COM -5,612 Sold Out 0
ULTRA PETROLEUM CORP COM -409 Sold Out 0
SOUTHWEST AIRLS CO COM 484 -21,957 (97.84) 21,125
NATIONAL FUEL GAS CO N J COM 372 -7,855 (95.48) 5,350
MURPHY OIL CORP COM 368 -397 (51.87) 5,980
PATTERSON COMPANIES INC COM 7,323 -7,066 (49.11) 177,006