0000910472-12-002323.txt : 20120813 0000910472-12-002323.hdr.sgml : 20120813 20120813141812 ACCESSION NUMBER: 0000910472-12-002323 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120630 FILED AS OF DATE: 20120813 DATE AS OF CHANGE: 20120813 EFFECTIVENESS DATE: 20120813 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: 121027114 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 form13fhr.txt NUANCE INVESTMENTS, LLC 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2012 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: One Ward Parkway Suite 126 Kansas City, MO 64112 Form 13F File Number: 028-13833 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: Cheryl Vohland Kansas City, MO 7/31/12 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: 55 Form 13F Information Table Value Total: 186,306 (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. NONE

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 5007 56123 SH Sole 56123 Accenture PLC Ireland Class A COM g1151c101 509 7890 SH Sole 7890 Air Prods & Chems Inc COM 009158106 302 3290 SH Sole 3290 Apache Corp COM 037411105 5193 51700 SH Sole 51700 Applied Materials Inc COM 038222105 5908 474705 SH Sole 474705 Becton Dickinson & Co COM 075887109 4831 62215 SH Sole 62215 Bemis Inc COM 081437105 424 13140 SH Sole 13140 Campbell Soup Co COM 134429109 254 7510 SH Sole 7510 Capitol Federal Financial Inc COM 14057j101 5111 430218 SH Sole 430218 Chubb Corp COM 171232101 4906 70982 SH Sole 70982 Clorox Co COM 189054109 2109 30675 SH Sole 30675 Compass Minerals Intl Inc COM 20451n101 261 3640 SH Sole 3640 Dover Corp COM 260003108 308 4900 SH Sole 4900 EQT Corp COM 26884l109 590 12245 SH Sole 12245 Franklin Resources Inc COM 354613101 463 3730 SH Sole 3730 General Mills Inc COM 370334104 450 11400 SH Sole 11400 Great Plains Energy Inc COM 391164100 4833 238432 SH Sole 238432 Hasbro Inc COM 418056107 6263 170565 SH Sole 170565 HCC Insurance Holdings Inc COM 404132102 1289 41350 SH Sole 41350 Heinz H J Co COM 423074103 467 8720 SH Sole 8720 Illinois Tool Works Inc COM 452308109 2818 49330 SH Sole 49330 Imperial Oil Ltd COM 453038408 4989 109920 SH Sole 109920 International Flavors & Fragra COM 459506101 295 5040 SH Sole 5040 ITT Corp COM 450911201 617 26900 SH Sole 26900 Johnson & Johnson COM 478160104 5944 90111.44 SH Sole 90111.44 Kaydon Corp COM 486587108 5620 220309 SH Sole 220309 Kellogg Co COM 487836108 8441 157390 SH Sole 157390 Kimberly Clark Corp COM 494368103 380 5143 SH Sole 5143 Landauer Inc COM 51476k103 404 7626 SH Sole 7626 LifePoint Hospitals Inc COM 53219l109 295 7480 SH Sole 7480 Lowes Cos Inc COM 548661107 3844 122511 SH Sole 122511 MetLife Inc COM 59156r108 336 8990 SH Sole 8990 Newell Rubbermaid Inc COM 651229106 3436 192925 SH Sole 192925 Northern Trust Corp COM 665859104 8515 179448 SH Sole 179448 Northrop Grumman Corp COM 666807102 578 9470 SH Sole 9470 Patterson Companies Inc COM 703395103 4407 131949 SH Sole 131949 PG&E Corp COM 69331c108 314 7230 SH Sole 7230 Portland Gen Elec Co COM 736508847 615 24610 SH Sole 24610 Procter & Gamble Co COM 742718109 6359 94610 SH Sole 94610 Republic Services Inc COM 760759100 6053 198063 SH Sole 198063 Rexnord Corp COM 76169b102 1235 58515 SH Sole 58515 Rockwell Collins Inc COM 774341101 423 7343 SH Sole 7343 Schwab Charles Corp COM 808513105 6125 426270 SH Sole 426270 Southwest Airlines Co COM 844741108 328 39850 SH Sole 39850 Southwestern Energy Co COM 845467109 593 19375 SH Sole 19375 Steris Corp COM 859152100 10193 322375 SH Sole 322375 Stryker Corp COM 863667101 6991 126010 SH Sole 126010 Sysco Corp COM 871829107 9951 333253 SH Sole 333253 Te Connectivity Ltd Reg COM h84989104 7595 206675 SH Sole 206675 Texas Instruments Inc COM 882508104 4024 119736 SH Sole 119736 Townebank Portsmouth VA COM 89214p109 290 21520 SH Sole 21520 Ultra Petroleum Corp COM 903914109 7761 342970 SH Sole 342970 US Ecology Inc COM 91732j102 463 21313 SH Sole 21313 Xilinx Inc COM 983919101 308 8440 SH Sole 8440 Xylem Inc COM 98419m100 308 11090 SH Sole 11090 Managed Portfolio Ser Nuance I 56166y206 182 17468.249 SH Sole 17468.249