0000910472-12-003432.txt : 20121115 0000910472-12-003432.hdr.sgml : 20121115 20121115110143 ACCESSION NUMBER: 0000910472-12-003432 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120930 FILED AS OF DATE: 20121115 DATE AS OF CHANGE: 20121115 EFFECTIVENESS DATE: 20121115 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: 121207470 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 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: September 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: 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: (913) 647-9700 Signature, Place, and Date of Signing: Cheryl Vohland Kansas City, MO 11/12/12 [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: 200,729 (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 28- NONE [Repeat as necessary.]

Voting Authority -------------------- Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer Title of CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None class ------------------------------ ------------ --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 3M Co COM 88579y101 3629 39268.83 SH Sole 39268.83 Accenture PLC Ireland Class A COM g1151c101 338 4825 SH Sole 4825 Air Prods & Chems Inc COM 009158106 3420 41355.61 SH Sole 41355.61 Altra Holdings Inc COM 02208r106 310 17020 SH Sole 17020 American Science & Engineering COM 029429107 349 5315 SH Sole 5315 Apache Corp COM 037411105 6650 76905.49 SH Sole 76905.49 Applied Materials Inc COM 038222105 7015 628267.86 SH Sole 628267.86 Autoliv Inc COM 052800109 955 15405 SH Sole 15405 Becton Dickinson & Co COM 075887109 2949 37536.27 SH Sole 37536.27 Cabot Microelectronics Corp COM 12709p103 539 15325 SH Sole 15325 Capitol Federal Financial Inc COM 14057j101 874 73080 SH Sole 73080 Chubb Corp COM 171232101 322 4227 SH Sole 4227 Compass Minerals Intl Inc COM 20451n101 496 6655 SH Sole 6655 DENTSPLY Intl Inc COM 249030107 323 8475 SH Sole 8475 Endurance Specialty Holdings L COM g30397106 348 9030 SH Sole 9030 FedEx Corp COM 31428x106 317 3745 SH Sole 3745 Fluor Corp COM 343412102 491 8730 SH Sole 8730 Franklin Resources Inc COM 354613101 823 6580 SH Sole 6580 General Mills Inc COM 370334104 327 8210 SH Sole 8210 Great Plains Energy Inc COM 391164100 914 41080 SH Sole 41080 Hasbro Inc COM 418056107 6553 171710.08 SH Sole 171710.08 HCC Insurance Holdings Inc COM 404132102 615 18135 SH Sole 18135 Heartland Express Inc COM 422347104 655 49035 SH Sole 49035 Helmerich & Payne Inc COM 423452101 3234 67936.23 SH Sole 67936.23 Imperial Oil Ltd COM 453038408 7781 169050.2 SH Sole 169050.2 International Flavors & Fragra COM 459506101 292 4905 SH Sole 4905 ITT Corp COM 450911201 6756 335290 SH Sole 335290 Johnson & Johnson COM 478160104 5574 80889.25 SH Sole 80889.25 Kaydon Corp COM 486587108 5652 253017.01 SH Sole 253017.01 Kellogg Co COM 487836108 18085 350075.02 SH Sole 350075.02 LifePoint Hospitals Inc COM 53219l109 321 7510 SH Sole 7510 Lowes Cos Inc COM 548661107 641 21185 SH Sole 21185 MetLife Inc COM 59156r108 4123 119645 SH Sole 119645 MKS Instrument Inc COM 55306n104 4764 186880 SH Sole 186880 Murphy Oil Corp COM 626717102 862 16055 SH Sole 16055 Newell Rubbermaid Inc COM 651229106 5358 280675.13 SH Sole 280675.13 Norfolk Southern Corp COM 655844108 928 14585 SH Sole 14585 Northern Trust Corp COM 665859104 7119 153383.82 SH Sole 153383.82 Patterson Companies Inc COM 703395103 2449 71529.89 SH Sole 71529.89 ProAssurance Corp COM 74267c106 325 3590 SH Sole 3590 Republic Services Inc COM 760759100 6030 219191.21 SH Sole 219191.21 Rexnord Corp COM 76169b102 3384 185731 SH Sole 185731 Rockwell Collins Inc COM 774341101 4244 79113.86 SH Sole 79113.86 Schwab Charles Corp COM 808513105 7165 560390.72 SH Sole 560390.72 Scotts Miracle-Gro Co Cl A COM 810186106 325 7475 SH Sole 7475 State Street Corp COM 857477103 4453 106135 SH Sole 106135 Steris Corp COM 859152100 315 8870.71 SH Sole 8870.71 Stryker Corp COM 863667101 12791 229806.3 SH Sole 229806.3 Sysco Corp COM 871829107 8059 257725.22 SH Sole 257725.22 Te Connectivity Ltd Reg COM h84989104 9740 286376.88 SH Sole 286376.88 Texas Instruments Inc COM 882508104 10609 385019.31 SH Sole 385019.31 Travelers Companies Inc COM 89417e109 320 4695 SH Sole 4695 Ultra Petroleum Corp COM 903914109 7868 357965 SH Sole 357965 Unifirst Corp MA COM 904708104 295 4420 SH Sole 4420 Universal Health Services Inc COM 913903100 528 11540 SH Sole 11540 Xilinx Inc COM 983919101 645 19295 SH Sole 19295 Xylem Inc COM 98419m100 10153 403692.6 SH Sole 403692.6 Agree Realty Corp 008492100 328 12880 SH Sole 12880