VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. opened 28 positions, added to 79, reduced 56, sold out of 43 and left 25 unchanged. The largest increase in value was MOGA (+$120,092,945); the largest decrease was LECO (-$199,394,518).
- RVTY: Country of operation United States; Class COMMON; Shares 2026-03-31 461,265; Shares 2026-06-30 1,080,242.
- SIGI: Country of operation United States; Class COMMON; Shares 2026-03-31 464,237; Shares 2026-06-30 931,336.
- THG: Country of operation United States; Class COMMON; Shares 2026-03-31 164,710; Shares 2026-06-30 372,514.
- MPWR: Country of operation United States; Class COMMON; Shares 2026-03-31 139,352; Shares 2026-06-30 144,974.
Two Form 13F-HR filings compared (SEC CIK 1021642): 2026-03-31 (filed 2026-04-16) and 2026-06-30 (filed 2026-07-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
RVTY
REVVITY | United States | COMMON | 461,265 | 1,080,242 | +618,977 | $40,411,427 | $120,187,725 | +$79,776,298 |
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SIGI
SELECTIVE INSURANCE GROUP | United States | COMMON | 464,237 | 931,336 | +467,099 | $34,998,827 | $90,348,905 | +$55,350,078 |
|---|
THG
HANOVER INSURANCE GROUP INC/TH | United States | COMMON | 164,710 | 372,514 | +207,804 | $28,552,478 | $79,762,698 | +$51,210,220 |
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MPWR
MONOLITHIC POWER SYSTEMS INC | United States | COMMON | 139,352 | 144,974 | +5,622 | $152,360,511 | $200,406,257 | +$48,045,746 |
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SXT
SENSIENT TECHNOLOGIES | United States | COMMON | 901,840 | 1,010,464 | +108,624 | $77,955,050 | $124,580,107 | +$46,625,057 |
|---|
HBM
HUDBAY MINERALS INC | | COMMON | 1,185,045 | 2,936,272 | +1,751,227 | $24,767,440 | $69,325,381 | +$44,557,941 |
|---|
RCL
ROYAL CARIBBEAN CRUISES LTD | United States | COMMON | 88,067 | 208,482 | +120,415 | $24,234,278 | $66,199,289 | +$41,965,011 |
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HXL
HEXCEL CORP | United States | COMMON | 580,280 | 819,193 | +238,913 | $46,962,060 | $81,968,451 | +$35,006,391 |
|---|
ETN
EATON CORP PLC | | COMMON | 363,880 | 385,910 | +22,030 | $130,148,960 | $164,443,970 | +$34,295,010 |
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HLI
HOULIHAN LOKEY INC | United States | COMMON | 248,770 | 514,374 | +265,604 | $35,728,348 | $68,992,985 | +$33,264,637 |
|---|
WRBY
WARBY PARKER INC-CLASS A | United States | COMMON | 3,028,307 | 3,107,226 | +78,919 | $63,806,428 | $94,273,237 | +$30,466,809 |
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CFR
CULLEN FROST BANKERS INC | United States | COMMON | 309,967 | 460,437 | +150,470 | $42,490,276 | $71,146,724 | +$28,656,448 |
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AZO
AUTOZONE INC | United States | COMMON | 8,073 | 16,969 | +8,896 | $27,268,819 | $54,231,907 | +$26,963,088 |
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CSL
CARLISLE COS INC | United States | COMMON | 289,117 | 338,257 | +49,140 | $96,455,213 | $122,702,727 | +$26,247,514 |
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NCLH
NORWEGIAN CRUISE LINE HOLDIN | United States | COMMON | 2,286,695 | 3,243,024 | +956,329 | $42,761,197 | $68,460,236 | +$25,699,039 |
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SSB
SOUTH STATE CORP | United States | COMMON | 443,933 | 650,427 | +206,494 | $41,072,682 | $64,977,657 | +$23,904,975 |
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GBCI
GLACIER BANCORP INC | United States | COMMON | 743,170 | 1,081,504 | +338,334 | $33,197,404 | $55,783,976 | +$22,586,572 |
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ONB
OLD NATL BANCORP | United States | COMMON | 1,502,140 | 2,122,905 | +620,765 | $33,197,294 | $54,983,241 | +$21,785,947 |
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FFBC
FIRST FINANCIAL BANCORP | United States | COMMON | 1,221,590 | 1,640,706 | +419,116 | $34,057,929 | $55,505,085 | +$21,447,156 |
|---|
COLB
COLUMBIA BANKING SYSTEM INC | United States | COMMON | 1,232,470 | 1,713,172 | +480,702 | $33,806,653 | $54,907,162 | +$21,100,509 |
|---|
COKE
COCA-COLA BOTTLING CO CONSOL | United States | COMMON | 443,615 | 554,111 | +110,496 | $85,058,740 | $105,790,872 | +$20,732,132 |
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TTI
TETRA TECHNOLOGIES INC | United States | COMMON | 2,744,530 | 3,880,891 | +1,136,361 | $23,383,396 | $43,970,495 | +$20,587,099 |
|---|
WTFC
WINTRUST FINANCIAL CORP | United States | COMMON | 246,665 | 336,435 | +89,770 | $34,271,635 | $54,071,833 | +$19,800,198 |
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WSFS
WSFS FINANCIAL CORP | United States | COMMON | 524,180 | 705,083 | +180,903 | $34,312,823 | $54,101,018 | +$19,788,195 |
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FN
FABRINET | | COMMON | 28,944 | 61,299 | +32,355 | $15,094,875 | $34,454,942 | +$19,360,067 |
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BBWI
BATH & BODY WORKS INC | United States | COMMON | 2,852,040 | 3,116,847 | +264,807 | $53,247,586 | $72,092,672 | +$18,845,086 |
|---|
UMBF
UMB FINANCIAL CORP | United States | COMMON | 294,880 | 364,287 | +69,407 | $33,259,516 | $52,005,611 | +$18,746,095 |
|---|
SN
SHARKNINJA INC | United States | COMMON | 394,505 | 396,670 | +2,165 | $41,778,080 | $60,400,941 | +$18,622,861 |
|---|
JBTM
JBT MAREL GROUP | United States | COMMON | 664,550 | 711,816 | +47,266 | $84,976,008 | $103,213,320 | +$18,237,312 |
|---|
UBSI
UNITED BANKSHARES INC | United States | COMMON | 832,340 | 1,139,377 | +307,037 | $34,475,523 | $52,217,648 | +$17,742,125 |
|---|
CIEN
CIENA CORP | United States | COMMON | 55,677 | 78,867 | +23,190 | $21,615,482 | $38,688,996 | +$17,073,514 |
|---|
CR
CRANE CO-W/I | United States | COMMON | 248,087 | 262,707 | +14,620 | $42,422,877 | $58,602,051 | +$16,179,174 |
|---|
UCB
UNITED COMMUNITY BANKS/GA | United States | COMMON | 1,085,525 | 1,434,797 | +349,272 | $34,183,183 | $50,347,027 | +$16,163,844 |
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RRR
RED ROCK RESORTS INC-CLASS A | United States | COMMON | 650,943 | 758,812 | +107,869 | $34,734,319 | $49,368,308 | +$14,633,989 |
|---|
CW
CURTISS-WRIGHT CORP | United States | COMMON | 94,740 | 102,655 | +7,915 | $64,529,308 | $77,787,852 | +$13,258,544 |
|---|
CWK
CUSHMAN & WAKEFIELD PLC | Bermuda | COMMON | 9,048,011 | 9,253,218 | +205,207 | $110,928,616 | $123,900,589 | +$12,971,973 |
|---|
ABCB
AMERIS BANCORP | United States | COMMON | 541,995 | 607,628 | +65,633 | $42,270,190 | $54,844,505 | +$12,574,315 |
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BWXT
BWX TECHNOLOGIES INC | United States | COMMON | 182,135 | 255,110 | +72,975 | $37,244,786 | $49,657,161 | +$12,412,375 |
|---|
GATX
GATX CORP | United States | COMMON | 597,545 | 642,900 | +45,355 | $102,024,834 | $113,915,451 | +$11,890,617 |
|---|
FSS
FEDERAL SIGNAL CORP | United States | COMMON | 534,020 | 540,364 | +6,344 | $57,748,923 | $69,431,370 | +$11,682,447 |
|---|
MELI
MERCADOLIBRE INC | | COMMON | 3,059 | 9,819 | +6,760 | $5,289,072 | $16,666,672 | +$11,377,600 |
|---|
ROK
ROCKWELL AUTOMATION INC | United States | COMMON | 71,891 | 72,536 | +645 | $25,800,242 | $35,911,123 | +$10,110,881 |
|---|
HWM
HOWMET AEROSPACE INC | United States | COMMON | 232,510 | 234,505 | +1,995 | $53,584,254 | $63,049,015 | +$9,464,761 |
|---|
NWN
NORTHWEST NATURAL GAS CO | United States | COMMON | 1,189,201 | 1,459,852 | +270,651 | $63,289,277 | $71,620,339 | +$8,331,062 |
|---|
GEV
GE VERNOVA INC | United States | COMMON | 26,029 | 26,240 | +211 | $22,720,714 | $30,828,327 | +$8,107,613 |
|---|
TOL
TOLL BROTHERS INC | United States | COMMON | 268,356 | 270,691 | +2,335 | $36,622,544 | $44,596,342 | +$7,973,798 |
|---|
VMC
VULCAN MATERIALS CO | United States | COMMON | 307,322 | 308,462 | +1,140 | $83,683,780 | $90,999,375 | +$7,315,595 |
|---|
GAP
GAP INC | United States | COMMON | 1,361,565 | 1,373,770 | +12,205 | $32,949,873 | $25,662,024 | -$7,287,849 |
|---|
HUBB
HUBBELL INC CL B | United States | COMMON | 186,792 | 188,507 | +1,715 | $91,666,306 | $98,626,862 | +$6,960,556 |
|---|
AR
ANTERO RESOURCES CORP | United States | COMMON | 1,441,273 | 1,585,630 | +144,357 | $61,167,627 | $55,719,040 | -$5,448,587 |
|---|
LNT
ALLIANT ENERGY CORP | United States | COMMON | 1,093,160 | 1,099,030 | +5,870 | $78,445,161 | $83,844,998 | +$5,399,837 |
|---|
LUMN
LUMEN TECHNOLOGIES INC | United States | COMMON | 5,300,565 | 5,474,299 | +173,734 | $36,838,927 | $42,042,616 | +$5,203,689 |
|---|
SR
SPIRE INC | United States | COMMON | 851,732 | 1,051,301 | +199,569 | $77,115,815 | $82,096,095 | +$4,980,280 |
|---|
EVRG
EVERGY INC | United States | COMMON | 967,304 | 972,479 | +5,175 | $79,241,543 | $84,051,359 | +$4,809,816 |
|---|
DHI
D.R. HORTON INC | United States | COMMON | 164,503 | 165,913 | +1,410 | $22,573,102 | $27,023,909 | +$4,450,807 |
|---|
SLB
SLB LTD | | COMMON | 924,850 | 930,110 | +5,260 | $47,528,042 | $43,240,815 | -$4,287,227 |
|---|
AME
AMETEK INC | United States | COMMON | 140,546 | 142,001 | +1,455 | $30,127,441 | $34,355,722 | +$4,228,281 |
|---|
ROAD
CONSTRUCTION PARTNERS INC-A | United States | COMMON | 402,390 | 405,995 | +3,605 | $44,713,577 | $48,220,026 | +$3,506,449 |
|---|
XPO
XPO LOGISTICS INC | United States | COMMON | 173,964 | 180,899 | +6,935 | $33,844,696 | $37,136,756 | +$3,292,060 |
|---|
BRO
BROWN & BROWN INC | United States | COMMON | 111,257 | 163,257 | +52,000 | $7,255,069 | $10,472,937 | +$3,217,868 |
|---|
HBAN
HUNTINGTON BANCSHARES | United States | COMMON | 1,411,002 | 1,422,942 | +11,940 | $22,082,182 | $25,228,761 | +$3,146,579 |
|---|
FLS
FLOWSERVE CORP | United States | COMMON | 699,295 | 732,775 | +33,480 | $51,405,175 | $54,342,595 | +$2,937,420 |
|---|
ZION
ZIONS BANCORP | United States | COMMON | 205,264 | 206,364 | +1,100 | $11,827,311 | $14,278,325 | +$2,451,014 |
|---|
TDG
TRANSDIGM GROUP INC | United States | COMMON | 7,818 | 8,315 | +497 | $9,060,749 | $11,075,913 | +$2,015,164 |
|---|
WAL
WESTERN ALLIANCE BANCORP | United States | COMMON | 161,792 | 162,712 | +920 | $11,462,963 | $13,374,926 | +$1,911,963 |
|---|
BKR
BAKER HUGHS CO | United States | COMMON | 726,095 | 774,475 | +48,380 | $44,328,099 | $42,983,363 | -$1,344,736 |
|---|
WEC
WEC ENERGY GROUP | United States | COMMON | 678,954 | 682,599 | +3,645 | $78,602,504 | $79,707,085 | +$1,104,581 |
|---|
CMS
CMS ENERGY CORP | United States | COMMON | 1,023,324 | 1,028,844 | +5,520 | $79,389,477 | $78,706,566 | -$682,911 |
|---|
WAB
WABTEC CORP | United States | COMMON | 33,530 | 33,560 | +30 | $8,379,482 | $9,047,776 | +$668,294 |
|---|
HD
HOME DEPOT | United States | COMMON | 3,790 | 5,110 | +1,320 | $1,246,493 | $1,802,195 | +$555,702 |
|---|
ROST
ROSS STORES INC | United States | COMMON | 523,250 | 530,340 | +7,090 | $113,351,647 | $112,882,869 | -$468,778 |
|---|
AVGO
BROADCOM INC | United States | COMMON | 5,440 | 5,650 | +210 | $1,683,734 | $2,134,288 | +$450,554 |
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ISRG
INTUITIVE SURGICAL INC | United States | COMMON | 3,220 | 4,785 | +1,565 | $1,484,388 | $1,902,899 | +$418,511 |
|---|
AZN
ASTRAZENECA PLC | | COMMON | 10,355 | 12,975 | +2,620 | $2,042,213 | $2,460,320 | +$418,107 |
|---|
PCAR
PACCAR INC | United States | COMMON | 8,275 | 10,975 | +2,700 | $955,762 | $1,318,317 | +$362,555 |
|---|
UPS
UNITED PARCEL SERVICE CL B | United States | COMMON | 13,720 | 15,870 | +2,150 | $1,349,774 | $1,706,025 | +$356,251 |
|---|
PFE
PFIZER INC | United States | COMMON | 58,670 | 59,620 | +950 | $1,647,454 | $1,435,650 | -$211,804 |
|---|
NMRK
NEWMARK GROUP INC-CLASS A | United States | COMMON | 87,815 | 97,950 | +10,135 | $1,316,347 | $1,480,024 | +$163,677 |
|---|
MSFT
MICROSOFT CORP | United States | COMMON | 4,205 | 4,365 | +160 | $1,556,565 | $1,628,232 | +$71,667 |
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