0001473182-13-000004.txt : 20130211 0001473182-13-000004.hdr.sgml : 20130211 20130211164358 ACCESSION NUMBER: 0001473182-13-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130211 DATE AS OF CHANGE: 20130211 EFFECTIVENESS DATE: 20130211 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: 13592312 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_123112_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: December 31, 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: (816) 351-1240 Signature, Place, and Date of Signing: Kimberly McEnaney Kansas City, MO 02/11/13 [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: 54 Form 13F Information Table Value Total: 208,043 (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 5363 57763 SH Sole 57763 Accenture PLC Ireland Class A COM g1151c101 277 4165 SH Sole 4165 Air Prods & Chems Inc COM 009158106 4009 47714.09SH Sole 47714.09 Altra Holdings Inc COM 02208r106 328 14895 SH Sole 14895 American Science & Engineering COM 029429107 306 4685 SH Sole 4685 Apache Corp COM 037411105 7430 94650.61SH Sole 94650.61 Applied Materials Inc COM 038222105 8304 725862 SH Sole 725862 AptarGroup Inc COM 038336103 420 8810 SH Sole 8810 Autoliv Inc COM 052800109 455 6745 SH Sole 6745 Becton Dickinson & Co COM 075887109 3045 38945 SH Sole 38945 Cabot Microelectronics Corp COM 12709p103 828 23315 SH Sole 23315 Capitol Federal Financial Inc COM 14057j101 823 70365 SH Sole 70365 Commerce Bancshares Inc COM 200525103 286 8145 SH Sole 8145 Compass Minerals Intl Inc COM 20451n101 435 5820 SH Sole 5820 Devon Energy Corp COM 25179m103 282 5420 SH Sole 5420 Du Pont E I de Nemours & Co COM 263534109 287 6375 SH Sole 6375 Endurance Specialty Holdings L COM g30397106 857 21600 SH Sole 21600 Exxon Mobil Corp COM 30231g102 5413 62540 SH Sole 62540 Fluor Corp COM 343412102 776 13205 SH Sole 13205 Franklin Resources Inc COM 354613101 402 3195 SH Sole 3195 Great Plains Energy Inc COM 391164100 703 34635 SH Sole 34635 HCC Insurance Holdings Inc COM 404132102 432 11605 SH Sole 11605 Heartland Express Inc COM 422347104 400 30620 SH Sole 30620 Hillshire Brands Co COM 432589109 7456 264965 SH Sole 264965 Imperial Oil Ltd COM 453038408 8041 186995 SH Sole 186995 ITT Corp COM 450911201 10638 453473 SH Sole 453473 Johnson & Johnson COM 478160104 3596 51303.44SH Sole 51303.44 Kaydon Corp COM 486587108 622 25984 SH Sole 25984 Kellogg Co COM 487836108 9195 164639 SH Sole 164639 LifePoint Hospitals Inc COM 53219l109 248 6580 SH Sole 6580 MetLife Inc COM 59156r108 9650 292950 SH Sole 292950 MKS Instrument Inc COM 55306n104 11828 458810 SH Sole 458810 Murphy Oil Corp COM 626717102 733 12305 SH Sole 12305 Newell Rubbermaid Inc COM 651229106 2920 131118 SH Sole 131118 Newmont Mining Corp COM 651639106 307 6615 SH Sole 6615 Norfolk Southern Corp COM 655844108 789 12765 SH Sole 12765 Northern Trust Corp COM 665859104 7258 144705 SH Sole 144705 Patterson Companies Inc COM 703395103 4418 129060 SH Sole 129060 ProAssurance Corp COM 74267c106 265 6280 SH Sole 6280 Republic Services Inc COM 760759100 2920 99545 SH Sole 99545 Rockwell Collins Inc COM 774341101 4120 70828 SH Sole 70828 Schwab Charles Corp COM 808513105 7770 541090 SH Sole 541090 Scotts Miracle-Gro Co Cl A COM 810186106 288 6545 SH Sole 6545 Southwest Airlines Co COM 844741108 5718 558355 SH Sole 558355 State Street Corp COM 857477103 5225 111156 SH Sole 111156 Steris Corp COM 859152100 433 12475 SH Sole 12475 Stryker Corp COM 863667101 16615 303088.02SH Sole 303088.02 Sysco Corp COM 871829107 3826 120847 SH Sole 120847 Te Connectivity Ltd Reg COM h84989104 12765 343876 SH Sole 343876 Texas Instruments Inc COM 882508104 10247 331733 SH Sole 331733 Ultra Petroleum Corp COM 903914109 6686 368800 SH Sole 368800 Universal Health Services Inc COM 913903100 297 6135 SH Sole 6135 Xilinx Inc COM 983919101 432 12045 SH Sole 12045 Xylem Inc COM 98419m100 10875 401291.74SH Sole 401291.74