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) 1,012

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

Sector Weighting

Basic Materials 9.56%
Capital Goods 6.81%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2.88%
Energy 14.73%
Financial 23.2%
Healthcare 5.49%
Services 3.57%
Technology 11.95%
Transportation 3.05%
Utilities 8.29%

62 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
CLEAN HARBORS INC COM -18,044 Sold Out 0
CORRECTIONS CORP AMER NEW COM NEW -990 Sold Out 0
GOLDCORP INC NEW COM -40,845 Sold Out 0
INNOPHOS HOLDINGS INC COM -973 Sold Out 0
ROCKWELL COLLINS INC COM -1,516 Sold Out 0
SOUTHWESTERN ENERGY CO COM -30,355 Sold Out 0
WATERS CORP COM -11,431 Sold Out 0
BECTON DICKINSON & CO COM 761 9 1.14 5,332
SMUCKER J M CO COM NEW 769 8 1.11 7,116
DEERE & CO COM 790 10 1.29 8,271
NATIONAL WESTN LIFE INS CO CL A 2,726 2,726 New 11,371
BANK HAWAII CORP COM 788 -395 (33.38) 11,803
M & T BK CORP COM 1,521 1,521 New 12,108
FLOWSERVE CORP COM 625 9 1.48 12,182
CHUBB CORP COM 1,740 44 2.61 14,332
KANSAS CITY LIFE INS CO COM 724 10 1.38 15,973
CNA FINL CORP COM 696 -2,057 (74.71) 17,637
LINDSAY CORP COM 1,681 980 139.77 19,196
BB&T CORP COM 776 776 New 19,231
SIMPSON MANUFACTURING CO INC COM 667 -403 (37.64) 19,660


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