0001473182-13-000006.txt : 20130513 0001473182-13-000006.hdr.sgml : 20130513 20130513121904 ACCESSION NUMBER: 0001473182-13-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20130331 FILED AS OF DATE: 20130513 DATE AS OF CHANGE: 20130513 EFFECTIVENESS DATE: 20130513 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: 13836105 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 Nuance_03312013_13F_Final.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 FORM 13F FORM13F COVER PAGE Report for the calendar Year or Quarter Ended: March 31, 2013 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.):[ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Nuance Investments, LLC Address: 4900 Main Street Suite 220 Kansas City, MO 64112 Form 13F File Number: 028-13550 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: Kimberly McEnaney Title: Compliance Officer Phone: (816) 351-1240 Signature, Place, and Date of Signing: Kimberly McEnaney Kansas City, MO 05/13/13 [Signature] [City, State] [Date] 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).) List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.] Form 13F File Number Name 28- [Repeat as necessary.] FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 58 Form 13F Information Table Value Total: 252,865 (thousands) 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. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] No. Form 13F File Number Name [Repeat as necessary.]
Voting Authority Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer Title of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- 3M Co COM 88579y101 2981 28038.00 SH Sole 28038.00 Air Prods & Chems Inc COM 009158106 4881 56029.09 SH Sole 56029.09 American Science & Engineering COM 029429107 13573 222545.00SH Sole 222545.00 Apache Corp COM 037411105 665 8620.00 SH Sole 8620.00 Autoliv Inc COM 052800109 466 6745.00 SH Sole 6745.00 Bard C R Inc COM 067383109 814 8075.00 SH Sole 8075.00 Cabot Microelectronics Corp COM 12709p103 5968 171728.00SH Sole 171728.00 Capitol Federal Financial Inc COM 14057j101 849 70365.00 SH Sole 70365.00 Commerce Bancshares Inc COM 200525103 333 8160.00 SH Sole 8160.00 Compass Minerals Intl Inc COM 20451n101 6727 85254.00 SH Sole 85254.00 DENTSPLY Intl Inc COM 249030107 334 7865.00 SH Sole 7865.00 Devon Energy Corp COM 25179m103 586 10380.00 SH Sole 10380.00 Du Pont E I de Nemours & Co COM 263534109 484 9840.00 SH Sole 9840.00 Endurance Specialty Holdings L COM g30397106 1033 21600.00 SH Sole 21600.00 Energen Corp COM 29265n108 707 13600.00 SH Sole 13600.00 Exxon Mobil Corp COM 30231g102 9680 107423.00SH Sole 107423.00 Family Dollar Stores Inc COM 307000109 334 5655.00 SH Sole 5655.00 Great Plains Energy Inc COM 391164100 4717 203425.00SH Sole 203425.00 HCC Insurance Holdings Inc COM 404132102 488 11605.00 SH Sole 11605.00 Heartland Express Inc COM 422347104 328 24610.00 SH Sole 24610.00 Helmerich & Payne Inc COM 423452101 328 5405.00 SH Sole 5405.00 Hillshire Brands Co COM 432589109 3689 104950.00SH Sole 104950.00 Illinois Tool Works Inc COM 452308109 494 8110.00 SH Sole 8110.00 Imperial Oil Ltd COM 453038408 15135 370405.00SH Sole 370405.00 ITT Corp COM 450911201 12894 453538.00SH Sole 453538.00 Johnson & Johnson COM 478160104 2006 24606.44 SH Sole 24606.44 Kaydon Corp COM 486587108 1007 39384.00 SH Sole 39384.00 Kellogg Co COM 487836108 2382 36964.00 SH Sole 36964.00 Landauer Inc COM 51476k103 318 5635.00 SH Sole 5635.00 Life Technologies Corp COM 53217v109 659 10200.00 SH Sole 10200.00 MetLife Inc COM 59156r108 11942 314090.00SH Sole 314090.00 MKS Instrument Inc COM 55306n104 16643 611880.00SH Sole 611880.00 Murphy Oil Corp COM 626717102 784 12305.00 SH Sole 12305.00 National Fuel Gas Co NJ COM 636180101 12408 202255.00SH Sole 202255.00 Newell Rubbermaid Inc COM 651229106 333 12740.00 SH Sole 12740.00 Newmont Mining Corp COM 651639106 1053 25145.00 SH Sole 25145.00 Norfolk Southern Corp COM 655844108 495 6425.00 SH Sole 6425.00 Northern Trust Corp COM 665859104 10055 184295.00SH Sole 184295.00 Northrop Grumman Corp COM 666807102 340 4850.00 SH Sole 4850.00 Patterson Companies Inc COM 703395103 9329 245230.00SH Sole 245230.00 PG&E Corp COM 69331c108 327 7345.00 SH Sole 7345.00 Pinnacle Foods Inc COM 72348p104 888 40000.00 SH Sole 40000.00 ProAssurance Corp COM 74267c106 314 6625.00 SH Sole 6625.00 Rockwell Collins Inc COM 774341101 5133 81323.00 SH Sole 81323.00 Schwab Charles Corp COM 808513105 6050 342025.00SH Sole 342025.00 Scotts Miracle-Gro Co Cl A COM 810186106 329 7620.00 SH Sole 7620.00 Southwest Airlines Co COM 844741108 7936 588745.00SH Sole 588745.00 Southwestern Energy Co COM 845467109 6183 165930.00SH Sole 165930.00 State Street Corp COM 857477103 2632 44546.00 SH Sole 44546.00 Stryker Corp COM 863667101 18370 281578.02SH Sole 281578.02 Sysco Corp COM 871829107 6286 178737.00SH Sole 178737.00 Te Connectivity Ltd Reg COM h84989104 11910 284046.00SH Sole 284046.00 Texas Instruments Inc COM 882508104 6665 187843.00SH Sole 187843.00 Townebank Portsmouth VA COM 89214p109 326 21780.00 SH Sole 21780.00 Ultra Petroleum Corp COM 903914109 3611 179635.00SH Sole 179635.00 Woodward Inc COM 980745103 325 8175.00 SH Sole 8175.00 Xilinx Inc COM 983919101 663 17380.00 SH Sole 17380.00 Xylem Inc COM 98419m100 16674 605011.74SH Sole 605011.74