0001473182-11-000004.txt : 20111121 0001473182-11-000004.hdr.sgml : 20111121 20111118132759 ACCESSION NUMBER: 0001473182-11-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110930 FILED AS OF DATE: 20111118 DATE AS OF CHANGE: 20111118 EFFECTIVENESS DATE: 20111118 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: 111215460 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 2011_Q3_Nuance_13F.txt 2011_Q3_NUANCE_13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2011 Check here if Amendment [ ]; Amendment Number: 1 This Amendment (Check only one.): [ ] is a restatement [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Nuance Investments, LLC Address: One Ward Parkway Suite 126 Kansas City, MO 64112 Form 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 form. Person Signing this Report on Behalf of Reporting Manager: Name: Cheryl Vohland Title: Chief Compliance Officer Phone: 913-647-9700 Signature, Place, and Date of Signing: /s/Cheryl Vohland Leawood, KS November 18, 2011 Report Type (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 62 Form 13F Information Table Value Total: $128,403 List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE

Form 13F Information Table Voting Authority -------------------------- Title Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer of class CUSIP (x$1000) Prn Amt Prn Call Dscretn ManagersSole Shared None ------------------------------ ------------------ -------- -------- --- ---- ------- -------------------------------- 3M Co COM 88579y101 5777 80473 SH Sole 80473 Accenture PLC Ireland Class A COM g1151c101 411 7800 SH Sole 7800 Amphenol Corp Cl A COM 032095101 493 12090 SH Sole 12090 Applied Materials Inc COM 038222105 1959 189180 SH Sole 189180 Bard C R Inc COM 067383109 245 2800 SH Sole 2800 Becton Dickinson & Co COM 075887109 260 3550 SH Sole 3550 Bemis Inc COM 081437105 242 8240 SH Sole 8240 Cabot Microelectronics Corp COM 12709p103 335 9750 SH Sole 9750 Campbell Soup Co COM 134429109 386 11920 SH Sole 11920 Capitol Federal Financial Inc COM 14057j101 5958 564223 SH Sole 564223 Chubb Corp COM 171232101 4636 77281 SH Sole 77281 Clorox Co COM 189054109 1903 28690 SH Sole 28690 Disney Walt Co Disney COM 254687106 350 11590 SH Sole 11590 Dover Corp COM 260003108 228 4900 SH Sole 4900 Emerson Electric Co COM 291011104 231 5590 SH Sole 5590 EQT Corp COM 26884l109 393 7360 SH Sole 7360 Franklin Resources Inc COM 354613101 357 3730 SH Sole 3730 Great Plains Energy Inc COM 391164100 11472 594392 SH Sole 594392 Hasbro Inc COM 418056107 3649 111900 SH Sole 111900 HCC Insurance Holdings Inc COM 404132102 755 27910 SH Sole 27910 Heinz H J Co COM 423074103 236 4683 SH Sole 4683 Helmerich & Payne Inc COM 423452101 350 8610 SH Sole 8610 Illinois Tool Works Inc COM 452308109 472 11340 SH Sole 11340 Imperial Oil Ltd COM 453038408 5341 147920 SH Sole 147920 Interline Brands Inc COM 458743101 332 25810 SH Sole 25810 International Game Technology COM 459902102 343 23590 SH Sole 23590 Johnson & Johnson COM 478160104 5444 85476.44 SH Sole 85476.44 Kaydon Corp COM 486587108 5190 180945 SH Sole 180945 Kellogg Co COM 487836108 380 7140 SH Sole 7140 Kimberly Clark Corp COM 494368103 1818 25596 SH Sole 25596 Landauer Inc COM 51476k103 856 17286 SH Sole 17286 Lowes Cos Inc COM 548661107 5490 283866 SH Sole 283866 Martin Marietta Materials Inc COM 573284106 493 7800 SH Sole 7800 MetLife Inc COM 59156r108 252 8990 SH Sole 8990 Molex Inc COM 608554101 509 25012 SH Sole 25012 Murphy Oil Corp COM 626717102 447 10130 SH Sole 10130 Newell Rubbermaid Inc COM 651229106 3252 274000 SH Sole 274000 Northern Trust Corp COM 665859104 7861 224728 SH Sole 224728 Patterson Companies Inc COM 703395103 6144 214589 SH Sole 214589 Portland Gen Elec Co COM 736508847 248 10460 SH Sole 10460 Price T Rowe Group Inc COM 74144t108 361 7560 SH Sole 7560 Procter & Gamble Co COM 742718109 3847 60885 SH Sole 60885 Republic Services Inc COM 760759100 4728 168508 SH Sole 168508 Rockwell Collins Inc COM 774341101 1064 20173 SH Sole 20173 Schwab Charles Corp COM 808513105 4283 380040 SH Sole 380040 Sherwin Williams Co COM 824348106 253 3400 SH Sole 3400 Southwest Airlines Co COM 844741108 299 37140 SH Sole 37140 Southwestern Energy Co COM 845467109 1479 44380 SH Sole 44380 Steris Corp COM 859152100 4419 150960 SH Sole 150960 Stryker Corp COM 863667101 4465 94730 SH Sole 94730 Synopsys Inc COM 871607107 565 23200 SH Sole 23200 Sysco Corp COM 871829107 5777 223068 SH Sole 223068 Target Corp COM 87612e106 259 5280 SH Sole 5280 Texas Instruments Inc COM 882508104 5401 202651 SH Sole 202651 Townebank Portsmouth VA COM 89214p109 460 40490 SH Sole 40490 Ultra Petroleum Corp COM 903914109 1611 58106 SH Sole 58106 US Ecology Inc COM 91732j102 2228 144007 SH Sole 144007 Vulcan Materials Co COM 929160109 206 7470 SH Sole 7470 Whirlpool Corp COM 963320106 249 4990 SH Sole 4990 Xilinx Inc COM 983919101 456 16600 SH Sole 16600 Smith & Nephew PLC Sp ADR 83175m205 353 7910 SH Sole 7910 Managed Portfolio Ser Nuance I 56166y206 14216376.663 SH Sole 16376.66