0001473182-11-000003.txt : 20110804 0001473182-11-000003.hdr.sgml : 20110804 20110804142111 ACCESSION NUMBER: 0001473182-11-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110630 FILED AS OF DATE: 20110804 DATE AS OF CHANGE: 20110804 EFFECTIVENESS DATE: 20110804 FILER: COMPANY DATA: COMPANY CONFORMED NAME: NUANCE INVESTMENTS, LLC CENTRAL INDEX KEY: 0001473182 IRS NUMBER: 263649176 STATE OF INCORPORATION: KS FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13833 FILM NUMBER: 111010045 BUSINESS ADDRESS: STREET 1: 4200 W. 115TH STREET, SUITE 100 CITY: LEAWOOD STATE: KS ZIP: 66211 BUSINESS PHONE: 913-647-9700 MAIL ADDRESS: STREET 1: 4200 W. 115TH STREET, SUITE 100 CITY: LEAWOOD STATE: KS ZIP: 66211 FORMER COMPANY: FORMER CONFORMED NAME: MARINER VALUE STRATEGIES, LLC DATE OF NAME CHANGE: 20090925 13F-HR 1 nuance2q2011.txt 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Quarter Ended: June 30, 2011 Institutional Investment Manger Filing this Report: Name: Nuance Investments, LLC Address: One Ward Parkway Suite 126 Kansas City, MO 64112 13F File Number 28-13550 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this submission. Person Signing this Report on Behalf of Reporting Manager Name: Braden M. Perry Title: Chief Compliance Officer Phone: (913) 647-9700 Signature, Place, and Date of Signing: Braden M. Perry Leawood, KS August 4, 2011 List of other Mangers Reporting for this Manager: NONE FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 71 Form 13F Information TAble Value Total: $141424 (in thousands) FORM 13F INFORMATION TABLE Voting Authority -------------------------- Value Shares/ Sh/ Put/ InvstmtOther Name of Issuer Title of clCUSIP (x$1000Prn Amt Prn Call DscretnManagers Sole SharedNone ------------------------------ -------------------- --------------- --- ---- ------------------- -------- -------------- 3M Co COM 88579y101 5541 58423 SH Sole 58423 Accenture PLC Ireland Class A COM g1151c101 303 5020 SH Sole 5020 Air Prods & Chems Inc COM 009158106 301 3150 SH Sole 3150 Applied Materials Inc COM 038222105 429 32980 SH Sole 32980 Aspen Insurance Holdings Ltd COM g05384105 353 13700 SH Sole 13700 Becton Dickinson & Co COM 075887109 304 3530 SH Sole 3530 Bemis Inc COM 081437105 584 17290 SH Sole 17290 Cabot Microelectronics Corp COM 12709p103 291 6260 SH Sole 6260 Campbell Soup Co COM 134429109 707 20460 SH Sole 20460 Capitol Federal Financial Inc COM 14057j101 6914 587893 SH Sole 587893 Chubb Corp COM 171232101 6639 106045 SH Sole 106045 Cintas Corp COM 172908105 429 12980 SH Sole 12980 Clorox Co COM 189054109 536 7950 SH Sole 7950 Conagra Foods Inc COM 205887102 288 11170 SH Sole 11170 Diebold Inc COM 253651103 4297 138564 SH Sole 138564 Empire District Electric Co COM 291641108 291 15120 SH Sole 15120 Endurance Specialty Holdings L COM g30397106 403 9750 SH Sole 9750 EQT Corp COM 26884l109 1648 31381 SH Sole 31381 Exxon Mobil Corp COM 30231g102 2384 29299.79 SH Sole 29299.79 General Mills Inc COM 370334104 5217 140178 SH Sole 140178 Great Plains Energy Inc COM 391164100 10796 520802 SH Sole 520802 Harris Corp COM 413875105 404 8970 SH Sole 8970 Hasbro Inc COM 418056107 1368 31130 SH Sole 31130 HCC Insurance Holdings Inc COM 404132102 432 13720 SH Sole 13720 Heinz H J Co COM 423074103 691 12973 SH Sole 12973 Hudson City Bancorp COM 443683107 2758 336779 SH Sole 336779 Illinois Tool Works Inc COM 452308109 295 5220 SH Sole 5220 Imperial Oil Ltd COM 453038408 706 15160 SH Sole 15160 Intel Corp COM 458140100 1724 77807.08 SH Sole 77807.08 Interline Brands Inc COM 458743101 272 14780 SH Sole 14780 International Game Technology COM 459902102 416 23670 SH Sole 23670 ITT Corp COM 450911102 251 4260 SH Sole 4260 Johnson & Johnson COM 478160104 10764161822.44 SH Sole 161822.44 Kaydon Corp COM 486587108 6230 166940 SH Sole 166940 Kellogg Co COM 487836108 2614 47259 SH Sole 47259 Kimberly Clark Corp COM 494368103 6360 95556 SH Sole 95556 Landauer Inc COM 51476k103 774 12565 SH Sole 12565 Lockheed Martin Corp COM 539830109 300 3700 SH Sole 3700 Lowes Cos Inc COM 548661107 3674 157596 SH Sole 157596 Merck & Co Inc COM 58933y105 1783 50526 SH Sole 50526 MetLife Inc COM 59156r108 394 8990 SH Sole 8990 Molex Inc COM 608554101 877 34032 SH Sole 34032 Newell Rubbermaid Inc COM 651229106 768 48650 SH Sole 48650 Northern Trust Corp COM 665859104 6499 141398 SH Sole 141398 Northrop Grumman Corp COM 666807102 306 4418 SH Sole 4418 Northwest Bancshares Inc MD COM 667340103 489 38840 SH Sole 38840 Patterson Companies Inc COM 703395103 2779 84489 SH Sole 84489 Peoples United Financial Inc COM 712704105 432 32117 SH Sole 32117 PG&E Corp COM 69331c108 978 23280 SH Sole 23280 Platinum Underwriter Holdings COM g7127p100 409 12300 SH Sole 12300 ProAssurance Corp COM 74267c106 2910 41570 SH Sole 41570 Procter & Gamble Co COM 742718109 3989 62745 SH Sole 62745 Republic Services Inc COM 760759100 6295 204058 SH Sole 204058 Rockwell Collins Inc COM 774341101 847 13723 SH Sole 13723 Schwab Charles Corp COM 808513105 357 21680 SH Sole 21680 Southwest Airlines Co COM 844741108 424 37140 SH Sole 37140 Southwestern Energy Co COM 845467109 419 9770 SH Sole 9770 Steris Corp COM 859152100 1162 33220 SH Sole 33220 Stryker Corp COM 863667101 2596 44230 SH Sole 44230 Synopsys Inc COM 871607107 2566 99802 SH Sole 99802 Sysco Corp COM 871829107 6156 197428 SH Sole 197428 Target Corp COM 87612e106 403 8590 SH Sole 8590 Texas Instruments Inc COM 882508104 2540 77371 SH Sole 77371 Townebank Portsmouth VA COM 89214p109 542 40490 SH Sole 40490 Ultra Petroleum Corp COM 903914109 2759 60246 SH Sole 60246 US Ecology Inc COM 91732j102 383 22390 SH Sole 22390 Vulcan Materials Co COM 929160109 431 11190 SH Sole 11190 Whirlpool Corp COM 963320106 406 4990 SH Sole 4990 Xilinx Inc COM 983919101 844 23140 SH Sole 23140 Koninklijke Philips Electronic 500472303 564 21970 SH Sole 21970 Smith & Nephew PLC Sp ADR 83175m205 428 7910 SH Sole 7910