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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 13
增持 76
减持 47
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
—
ACCENTURE LTD CL A
-$211.2M
0
-100%
建仓
INTU
INTUIT INC
+$185.0M
281,465
清仓
CRM
SALESFORCE.COM INC
-$183.5M
0
-100%
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。
增持
CTVA
CORTEVA INC
+$172.4M
4,083,685
+392%
清仓
SNOW
SNOWFLAKE INC-CLASS A
-$171.6M
0
-100%
清仓
PLD
PROLOGIS INC
-$143.1M
0
-100%
建仓
NOW
SERVICENOW INC
+$125.9M
160,065
减持
SAIA
SAIA INC
-$123.9M
612,544
-14%
增持
AR
ANTERO RESOURCES CORP
+$98.3M
3,967,300
+269%
清仓
—
HESS CORP
-$96.4M
0
-100%
减持
SHW
SHERWIN WILLIAMS
-$82.7M
511,635
-25%
减持
UNP
UNION PACIFIC
-$80.1M
463,443
-38%
增持
COKE
COCA-COLA BOTTLING CO CONSOL
+$71.2M
112,156
+88%
减持
DHR
DANAHER CORP
-$69.7M
630,275
-31%
清仓
LSTR
LANDSTAR SYSTEM INC
-$65.0M
0
-100%
减持
EL
ESTEE LAUDER COS CL A
-$61.3M
1,113,422
-5%
减持
MPWR
MONOLITHIC POWER SYSTEMS INC
+$55.1M
465,907
-4%
减持
FANG
DIAMONDBACK ENERGY INC
-$52.6M
61,913
-81%
减持
—
SKECHERS USA INC
-$49.9M
371,249
-70%
增持
AAON
AAON INC
+$48.5M
1,089,070
+106%
清仓
ULTA
ULTA BEAUTY INC
-$47.7M
0
-100%
增持
DASH
DOORDASH INC - A
+$47.7M
1,285,096
+92%
建仓
AMN
AMN HEALTHCARE SERVICES INC
+$45.5M
887,785
清仓
WMS
ADVANCED DRAINAGE SYSTEMS IN
-$43.7M
0
-100%
建仓
LRN
STRIDE INC
+$43.4M
615,420
减持
GOOGL
ALPHABET INC-CL A
+$42.7M
1,808,885
-5%
减持
—
TECHNIPFMC PLC
-$41.9M
1,235,381
-58%
增持
RXO
RXO INC-W/I
+$40.3M
1,628,080
+1459%
减持
ALL
ALLSTATE CORP
-$39.9M
91,262
-71%
建仓
TMDX
TRANSMEDICS GROUP INC
+$39.9M
264,650
增持
NVDA
NVIDIA CORP
+$38.8M
2,959,635
+718%
增持
DIS
THE WALT DISNEY CO
-$38.2M
2,080,231
+4%
建仓
FLS
FLOWSERVE CORP
+$37.1M
771,316
减持
ORLY
OREILLY AUTOMOTIVE INC
-$34.8M
192,827
-9%
增持
ON
ON SEMICONDUCTOR CORPORATION
+$34.2M
3,428,626
+26%
减持
IBP
INSTALLED BUILDING PRODUCTS
-$33.1M
309,011
-17%
增持
KNSL
KINSALE CAPITAL GROUP INC
-$32.1M
426,418
+14%
建仓
POR
PORTLAND GENERAL ELECTRIC CO
+$31.6M
729,825
建仓
NSSC
NAPCO SECURITY TECHNOLOGIES
+$31.5M
606,440
建仓
—
CARNIVAL CORP CL A
+$31.2M
1,666,260
清仓
WSC
WILLSCOT MOBILE MINI HOLDINGS
-$31.1M
0
-100%
减持
CNM
CORE & MAIN INC-CLASS A
-$29.0M
1,142,442
-23%
清仓
ONB
OLD NATL BANCORP
-$28.1M
0
-100%
减持
MSCI
MSCI INC
-$26.8M
52,081
-44%
增持
GMED
GLOBUS MEDICAL INC - A
+$26.1M
1,136,697
+18%
减持
AVY
AVERY DENNISON CORP
-$25.8M
44,766
-72%
清仓
—
ENCORE WIRE CORP
-$25.0M
0
-100%
增持
WRBY
WARBY PARKER INC-CLASS A
+$24.0M
2,477,410
+113%
减持
ICE
INTERCONTINENTAL EXCHANGE INC
-$23.7M
1,451,607
-10%
减持
NSIT
INSIGHT ENTERPRISES INC
-$23.3M
363,188
-29%
建仓
BBY
BEST BUY COMPANY
+$22.7M
269,350
清仓
MDB
MONGODB INC
-$21.0M
0
-100%
增持
TYL
TYLER TECHNOLOGIES INC
+$18.9M
123,253
+22%
增持
ESI
ELEMENT SOLUTIONS INC
+$18.8M
5,106,554
+7%
增持
COR
CENCORA INC
+$18.5M
131,873
+185%
增持
ZTS
ZOETIS INC
+$18.4M
1,369,751
+6%
建仓
ATKR
ATKORE INTERNATIONAL GROUP I
+$17.9M
132,350
减持
MTDR
MATADOR RESOURCES CO
-$16.9M
631,570
-23%
减持
BRK/B
BERKSHIRE HATHAWAY INC CL B
-$16.4M
486,454
-5%
增持
EVR
EVERCORE PARTNERS INC-CL A
+$16.0M
346,470
+19%
增持
GIL
GILDAN ACTIVEWEAR -A
+$15.2M
1,573,695
+32%
增持
ONTO
ONTO INNOVATION INC
+$15.0M
202,425
+25%
增持
ACHC
ACADIA HEALTHCARE CO INC
+$14.9M
733,505
+68%
增持
AZO
AUTOZONE INC
+$14.3M
11,000
+89%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$14.3M
127,430
+687%
增持
AXON
AXON ENTERPRISE INC
+$14.1M
157,094
+53%
增持
VMI
VALMONT INDUSTRIES
+$13.8M
184,880
+14%
减持
PR
CENTENNIAL RESOURCE DEVELO-A
-$13.7M
3,366,061
-13%
增持
KMPR
KEMPER CORP
+$13.6M
623,832
+65%
增持
JPM
JP MORGAN CHASE & CO
+$13.6M
1,347,524
+4%
减持
MUR
MURPHY OIL USA INC
-$13.5M
927,005
-18%
减持
RGA
REINSURANCE GRP OF AMERI-A
-$13.2M
145,227
-35%
增持
—
ROYAL CARIBBEAN CRUISES LTD
+$13.1M
498,118
+4%
增持
DXCM
DEXCOM INC
-$12.8M
1,617,001
+14%
减持
CHRD
OASIS PETROLEUM INC
-$12.6M
283,745
-16%
增持
SKY
SKYLINE CHAMPION CORP
-$11.5M
844,367
+4%
增持
JELD
JELD-WEN HOLDING INC
+$11.2M
1,335,245
+320%
减持
CACI
CACI INTERNATIONAL INC CL A
-$11.1M
81,659
-33%
清仓
RSG
REPUBLIC SERVICES INC
-$11.0M
0
-100%
减持
IQV
IQIVA HOLDINGS INC
-$10.9M
245,073
-1%
增持
RRR
RED ROCK RESORTS INC-CLASS A
+$9.2M
1,196,195
+27%
减持
RJF
RAYMOND JAMES FINANCIAL INC
-$9.2M
163,141
-29%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$9.1M
198,214
+131%
增持
EGP
EASTGROUP PROPERTIES INC
+$9.0M
280,759
+30%
减持
AJG
GALLAGHER A J
-$8.9M
12,395
-75%
增持
RUSHA
RUSH ENTERPRISES INC CL A
-$8.8M
1,047,905
+6%
增持
ALG
ALAMO GROUP INC
-$8.7M
372,938
+16%
减持
VST
VISTRA CORP
-$8.1M
154,733
-50%
减持
KEX
KIRBY CORP
-$7.4M
651,602
-27%
增持
RRC
RANGE RESOURCES CORP
+$7.4M
1,186,310
+26%
减持
AMZN
AMAZON.COM INC
+$7.3M
1,688,732
-5%
增持
—
CUSHMAN & WAKEFIELD PLC
+$6.9M
6,208,780
+13%
增持
RMBS
RAMBUS INC
+$6.9M
1,105,772
+18%
减持
OTIS
OTIS WORLDWIDE CORP
-$6.9M
101,998
-39%
增持
—
AXALTA COATING SYSTEMS LTD
+$6.8M
1,786,575
+13%
增持
BRKR
BRUKER BIOSCIENCES CORP
+$6.6M
593,091
+78%
增持
CMA
COMERICA INC
-$6.2M
1,834,304
+1%
增持
EFOR
ASGN INC
-$6.0M
580,937
+6%
增持
CC
CHEMOURS CO/THE
-$5.7M
2,824,301
+7%
减持
MSFT
MICROSOFT CORP
+$5.6M
900,855
-5%
减持
VRT
VERTIV HOLDINGS CO
-$5.5M
122,966
-38%
减持
AVTR
AVANTOR INC
-$5.5M
1,186,156
-1%
增持
SIGI
SELECTIVE INSURANCE GROUP
-$5.3M
616,901
+7%
增持
—
CONSTELLIUM SE
-$5.3M
3,360,198
+8%
清仓
ODFL
OLD DOMINION FREIGHT LINE
-$5.2M
0
-100%
增持
ARES
ARES MANAGEMENT CORP - A
+$5.1M
192,634
+25%
增持
UCTT
ULTRA CLEAN HOLDINGS
+$5.0M
860,798
+6%
增持
FAF
FIRST AMERICAN FINL CORP
-$4.9M
1,426,821
+6%
增持
KFRC
KFORCE INC
-$4.7M
756,788
+3%
增持
NU
NU HOLDINGS LTD/CAYMAN ISL-A
+$4.5M
413,165
+500%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$4.4M
505,371
+30%
减持
TFII
TFI INTERNATIONAL INC
-$4.3M
263,788
-1%
增持
MGRC
MCGRATH RENTCORP
+$4.2M
486,190
+26%
增持
KOS
KOSMOS ENERGY LTD
-$4.1M
26,312,199
+5%
增持
AME
AMETEK INC
+$4.0M
118,396
+38%
减持
FND
FLOOR & DECOR HOLDINGS INC-A
-$4.0M
124,706
-1%
增持
HQY
HEALTHEQUITY INC
+$3.7M
616,860
+2%
增持
UBSI
UNITED BANKSHARES INC
-$3.6M
1,334,931
+2%
减持
A
AGILENT TECHNOLOGIES INC
-$3.6M
209,178
-1%
减持
NDAQ
NASDAQ INC
-$3.6M
999,259
-1%
增持
NNN
NATIONAL RETAIL PROPERTIES INC
+$3.5M
1,429,245
+6%
增持
VMC
VULCAN MATERIALS CO
-$3.4M
207,489
+3%
增持
ASO
ACADEMY SPORTS & OUTDOORS IN
-$3.4M
808,250
+18%
减持
—
FABRINET
-$3.3M
279,835
-26%
增持
JBI
JANUS INTERNATIONAL GROUP IN
-$3.2M
6,036,730
+15%
增持
PTEN
PATTERSON-UTI ENERGY INC
-$2.8M
3,261,662
+6%
增持
PB
PROSPERITY BANCSHARES INC
-$2.8M
799,085
+2%
减持
EFX
EQUIFAX INC
-$2.6M
97,391
-1%
增持
GATX
GATX CORP
+$2.2M
347,451
+6%
建仓
NTR
NUTRIEN LTD
+$2.2M
43,130
增持
—
SIGNET JEWELERS LTD
+$1.9M
527,145
+16%
减持
EXR
EXTRA SPACE STORAGE
+$1.8M
272,289
-1%
增持
APAM
ARTISAN PARTNERS ASSET MGMT CL A
-$1.8M
1,434,391
+8%
增持
CDW
CDW CORP/DE
-$1.7M
152,819
+9%
增持
COTY
COTY INC-CL A
+$1.7M
3,955,557
+25%
增持
FSS
FEDERAL SIGNAL CORP
+$1.6M
413,263
+6%
减持
APO
APOLLO GLOBAL MANAGEMENT INC
+$1.6M
367,114
-1%
增持
VVV
VALVOLINE INC
+$1.5M
1,130,920
+6%
增持
FELE
FRANKLIN ELECTRIC CO INC
-$1.5M
361,654
+6%
减持
MSI
MOTOROLA SOLUTIONS INC
+$1.5M
54,210
-1%
减持
IWN
ISHARES RUSSELL 2000 VALUE INDEX FUND
-$1.4M
42,730
-14%
建仓
META
META PLATFORMS INC-A
+$1.4M
2,760
减持
CR
CRANE CO-W/I
+$1.3M
158,140
-1%
增持
—
BEACON ROOFING SUPPLY INC
-$1.3M
811,047
+6%
减持
MRVL
MARVELL TECHNOLOGY GROUP LTD
-$1.3M
700,239
-1%
增持
AGNC
AGNC Investment Corp
+$1.1M
4,807,050
+6%
增持
—
ALLEGION PLC
+$1.1M
280,387
+18%
增持
HUBB
HUBBELL INC CL B
+$973.0K
64,404
+18%
增持
WAL
WESTERN ALLIANCE BANCORP
-$936.0K
1,633,261
+1%
增持
ZION
ZIONS BANCORP
+$893.0K
2,146,411
+1%
