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VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
报告期 2026-03-31 · CIK 0001021642
持仓数
222
前50大市值合计
$6.01B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 6
增持 67
减持 67
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
BRK/B
BERKSHIRE HATHAWAY INC CL B
-$121.0M
273,925
-61%
清仓
NTR
NUTRIEN LTD
-$110.2M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$103.2M
692,857
-43%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$96.8M
504,261
-41%
增持
AMZN
AMAZON.COM INC
+$83.0M
1,584,982
+75%
清仓
CAT
CATERPILLAR
-$80.4M
0
-100%
增持
SHW
SHERWIN WILLIAMS
+$79.3M
859,123
+99%
建仓
VRSN
VERISIGN INC
+$78.1M
449,830
建仓
CHE
CHEMED CORP
+$75.7M
173,312
减持
KOS
KOSMOS ENERGY LTD
-$58.5M
19,164,819
-25%
清仓
—
SYNEOS HEALTH INC
-$57.6M
0
-100%
增持
DHR
DANAHER CORP
+$54.3M
696,672
+41%
增持
CBOE
CBOE HOLDINGS INC
+$53.2M
768,099
+135%
增持
NVDA
NVIDIA CORP
+$42.4M
878,952
+107%
清仓
TGNA
TEGNA INC
-$41.1M
0
-100%
减持
UNP
UNION PACIFIC
-$40.4M
747,626
-14%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$38.7M
622,831
-74%
清仓
SHC
SOTERA HEALTH CO
-$37.4M
0
-100%
清仓
—
II-VI INC
-$36.7M
0
-100%
建仓
COR
AMERISOURCEBERGEN CORP
+$35.7M
263,790
增持
FDS
FACTSET RESEARCH SYSTEMS INC
+$33.7M
128,848
+177%
增持
GOOGL
ALPHABET INC-CL A
+$29.0M
1,158,352
+2988%
减持
COTY
COTY INC-CL A
-$28.0M
2,276,373
-57%
清仓
—
SPX CORP
-$27.6M
0
-100%
减持
EXLS
EXLSERVICE HOLDINGS INC
-$26.8M
395,367
-32%
建仓
KFRC
KFORCE INC
+$26.7M
454,800
减持
CACI
CACI INTERNATIONAL INC CL A
-$26.3M
130,804
-39%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$26.2M
405
-100%
减持
CLX
CLOROX CO
-$25.8M
1,250,223
-5%
增持
ENTG
ENTEGRIS INC
+$24.8M
904,482
+66%
增持
—
UNIVAR INC
+$24.1M
1,105,957
+2491%
减持
FCN
FTI CONSULTING INC
-$22.6M
222,522
-32%
清仓
MOH
MOLINA HEALTHCARE INC
-$22.2M
0
-100%
减持
MSFT
MICROSOFT CORP
-$20.3M
788,090
-1%
增持
AVTR
AVANTOR INC
-$19.1M
2,369,317
+12%
减持
AEE
AMEREN CORPORATION
-$17.3M
478,429
-23%
减持
CCOI
COGENT COMMUNICATIONS HOLDINGS
-$17.0M
1,965,134
-0%
减持
CMS
CMS ENERGY CORP
-$16.7M
659,257
-19%
增持
—
WNS HOLDINGS LTD-ADR
+$16.6M
723,021
+27%
减持
JKHY
HENRY JACK & ASSOCIATES
-$16.4M
826,634
-11%
清仓
—
TECHNIPFMC PLC
-$16.2M
0
-100%
减持
EVRG
EVERGY INC
-$16.2M
650,804
-23%
减持
LNT
ALLIANT ENERGY CORP
-$15.4M
719,178
-21%
增持
—
THOUGHTWORKS HOLDING INC
+$14.5M
1,943,080
+363%
增持
—
LUMINAR TECHNOLOGIES INC
+$14.2M
4,804,594
+37%
减持
—
RITCHIE BROS AUCTIONEERS
-$13.6M
397,309
-33%
建仓
MTH
MERITAGE CORP
+$12.7M
181,235
减持
SWX
SOUTHWEST GAS HOLDINGS INC
-$12.5M
499,964
-8%
增持
MPWR
MONOLITHIC POWER SYSTEMS INC
+$12.2M
197,328
+27%
增持
—
FABRINET
+$11.8M
432,587
+19%
减持
SR
SPIRE INC
-$11.7M
506,470
-13%
减持
MSI
MOTOROLA SOLUTIONS INC
+$11.6M
1,021,923
-1%
减持
CHD
CHURCH & DWIGHT CO INC
-$11.1M
507,228
-1%
减持
—
PIONEER NAT
-$11.1M
115,455
-29%
增持
RMBS
RAMBUS INC
+$10.4M
1,584,075
+14%
减持
FANG
DIAMONDBACK ENERGY INC
-$10.3M
224,519
-27%
减持
—
SOUTHWESTERN ENERGY CO
-$10.0M
7,206,032
-17%
增持
NDAQ
NASDAQ INC
+$8.2M
721,166
+237%
减持
DG
DOLLAR GENERAL CORP
-$8.1M
841,313
-2%
增持
WSO
WATSCO INC
+$7.9M
132,020
+21%
减持
SAIA
SAIA INC
-$7.8M
536,332
-8%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$7.2M
5,379,222
+16%
增持
AJG
GALLAGHER A J
+$7.2M
219,479
+18%
减持
ICE
INTERCONTINENTAL EXCHANGE INC
-$6.8M
1,829,209
-0%
增持
MKC
MCCORMICK & CO NON VTG
-$6.8M
2,297,939
+12%
减持
SIGI
SELECTIVE INSURANCE GROUP
-$6.7M
391,383
-12%
增持
—
EVERI HOLDINGS INC
+$6.6M
1,836,870
+29%
增持
FELE
FRANKLIN ELECTRIC CO INC
+$6.3M
533,315
+5%
增持
KEX
KIRBY CORP
+$6.0M
567,045
+21%
增持
AEIS
ADVANCED ENERGY INDS
+$5.9M
390,810
+17%
增持
ONB
OLD NATL BANCORP
+$5.3M
2,017,835
+7%
减持
CCK
CROWN CORK & SEAL CO INC
-$5.3M
436,206
-1%
减持
RITM
RITHM CAPITAL CORP
-$5.1M
2,421,374
-1%
增持
CDW
CDW CORP/DE
+$4.8M
78,650
+66%
减持
IWS
ISHARES RUSSELL MIDCAP VALUE INDEX FUND
-$4.5M
240,725
-12%
增持
CC
CHEMOURS CO/THE
-$4.3M
1,262,692
+14%
增持
MRVI
MARAVAI LIFESCIENCES HLDGS-A
+$4.2M
1,263,950
+28%
增持
UCB
UNITED COMMUNITY BANKS/GA
+$4.2M
768,725
+9%
增持
—
BEACON ROOFING SUPPLY INC
+$4.1M
613,395
+7%
增持
FSS
FEDERAL SIGNAL CORP
+$3.9M
1,178,827
+5%
减持
AVAH
AVEANNA HEALTHCARE HOLDINGS
-$3.9M
5,011,476
-1%
减持
—
TREAN INSURANCE GROUP INC
-$3.9M
1,383,085
-0%
减持
IQV
IQIVA HOLDINGS INC
-$3.9M
102,642
-1%
减持
—
AON PLC
-$3.8M
590,587
-2%
增持
RH
RH
+$3.8M
61,260
+15%
增持
ALG
ALAMO GROUP INC
+$3.7M
273,216
+7%
减持
—
COOPER COMPANIES INC
-$3.6M
68,808
-1%
增持
MKSI
MKS INSTRUMENTS INC
-$3.3M
385,449
+12%
增持
CNM
CORE & MAIN INC-CLASS A
+$3.3M
1,416,270
+9%
增持
BRO
BROWN & BROWN INC
+$3.2M
534,175
+7%
增持
VST
VISTRA CORP
-$3.1M
2,401,342
+2%
增持
ESI
ELEMENT SOLUTIONS INC
+$3.1M
4,317,632
+15%
减持
MMS
MAXIMUS INC
-$3.0M
565,350
-1%
增持
A
AGILENT TECHNOLOGIES INC
+$2.9M
94,875
+31%
增持
WTS
WATTS WATER TECHNOLOGIES-A
+$2.8M
289,285
+6%
减持
OVV
OVINTIV INC
-$2.8M
450,030
-15%
减持
OTIS
OTIS WORLDWIDE CORP
-$2.7M
351,705
-1%
增持
—
SOUTH STATE CORP
+$2.6M
291,895
+10%
增持
NEE
NEXTERA ENERGY INC
+$2.6M
2,670,896
+0%
增持
FMC
FMC CORP NEW
+$2.6M
623,099
+5%
减持
IWN
ISHARES RUSSELL 2000 VALUE INDEX FUND
-$2.5M
69,855
-18%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$2.5M
865,761
+15%
增持
UBSI
UNITED BANKSHARES INC
+$2.5M
636,125
+10%
增持
ALL
ALLSTATE CORP
+$2.4M
323,684
+8%
增持
FAF
FIRST AMERICAN FINL CORP
-$2.2M
657,570
+7%
减持
AAMI
BRIGHTSPHERE INVESTMENT GROUP PLC
-$2.2M
655,216
-1%
减持
—
LYONDELLBASELL INDU-CL A
-$2.1M
163,539
-1%
清仓
—
CMC Materials Inc
-$2.1M
0
-100%
增持
SSNC
SS&C TECHNOLOGIES HOLDINGS
-$2.1M
292,958
+6%
增持
EFOR
ASGN INC
+$2.1M
570,983
+4%
增持
VNSE
NATIXIS VAUGHAN NELSON SELECT
+$1.9M
151,325
+128%
减持
AXON
AXON ENTERPRISE INC
+$1.9M
89,136
-1%
增持
LSTR
LANDSTAR SYSTEM INC
+$1.9M
243,250
+6%
增持
NSIT
INSIGHT ENTERPRISES INC
-$1.8M
846,340
+2%
减持
—
SKECHERS USA INC
-$1.8M
235,667
-10%
减持
LOPE
GRAND CANYON EDUCATION INC
-$1.8M
136,798
-1%
减持
HUBB
HUBBELL INC CL B
+$1.7M
61,370
-8%
增持
GATX
GATX CORP
-$1.7M
544,045
+7%
减持
CRK
COMSTOCK RESOURCES INC
-$1.7M
908,065
-37%
减持
—
HOLOGIC INC
-$1.6M
296,078
-1%
增持
—
INTERNATIONAL GAME TECHNOLOG
-$1.6M
1,875,078
+11%
减持
—
CONSTELLIUM SE
-$1.4M
449,616
-1%
增持
UCTT
ULTRA CLEAN HOLDINGS
+$1.4M
746,900
+25%
减持
RSG
REPUBLIC SERVICES INC
+$1.4M
358,447
-1%
减持
RGA
REINSURANCE GRP OF AMERI-A
+$1.3M
176,631
-1%
增持
MC
MOELIS & CO - CLASS A
+$1.3M
593,662
+24%
增持
APAM
ARTISAN PARTNERS ASSET MGMT CL A
+$1.2M
621,040
+42%
增持
IBP
INSTALLED BUILDING PRODUCTS
+$1.1M
440,145
+6%
减持
AVY
AVERY DENNISON CORP
-$992.0K
47,237
-12%
减持
—
LESLIES INC
-$990.0K
1,581,005
-1%
减持
NXST
NEXSTAR MEDIA GROUP INC
+$987.0K
429,942
-1%
增持
RUSHA
RUSH ENTERPRISES INC CL A
-$742.0K
425,727
+6%
减持
WSC
WILLSCOT MOBILE MINI HOLDINGS
+$725.0K
1,165,242
-18%
减持
—
ALLEGION PLC
-$696.0K
75,389
-1%
减持
—
PACWEST BANCORP
-$599.0K
138,443
-1%
增持
—
CAPRI HOLDINGS LTD
+$557.0K
575,101
+9%
增持
—
BALLYS INC
+$536.0K
1,198,910
+2%
减持
ARES
ARES MANAGEMENT CORP - A
+$531.0K
117,946
-1%
增持
LPLA
LPL FINANCIAL HOLDING INC
+$520.0K
6,286
+36%
建仓
BIO
BIO-RAD LABORATORIES-CL A
+$513.0K
1,230
减持
AME
AMETEK INC
+$509.0K
213,560
-1%
减持
ARMK
ARAMARK HOLDINGS CORP
-$481.0K
487,505
-5%
增持
—
PDC ENERGY INC
-$466.0K
428,005
+5%
减持
ADI
ANALOG DEVICES INC
-$463.0K
56,087
-1%
减持
—
AXALTA COATING SYSTEMS LTD
-$419.0K
328,656
-1%
减持
KEYS
KEYSIGHT TECHNOLOGIES IN
-$417.0K
52,311
-17%
减持
UNH
UNITEDHEALTH GROUP
-$405.0K
815
-49%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$360.0K
24,270
+22%
增持
—
ICHOR HOLDINGS LTD
+$352.0K
867,995
+9%
增持
EFX
EQUIFAX INC
+$335.0K
52,306
+11%
