VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MAS | 608K | $42.77M |
 | MSFT | 592K | $306.75M |
 | FCFS | 584K | $92.59M |
 | BJ | 583K | $54.40M |
 | TMHC | 579K | $38.19M |
 | FND | 559K | $41.17M |
 | SANM | 538K | $61.95M |
 | COKE | 538K | $62.99M |
 | MTH | 517K | $37.48M |
 | MLI | 512K | $51.79M |
 | SYF | 511K | $36.30M |
 | LECO | 475K | $112.12M |
 | MRVL | 472K | $39.67M |
 | THG | 460K | $83.47M |
 | GATX | 455K | $79.54M |
 | WEC | 420K | $48.08M |
 | CCL | 406K | $11.74M |
 | ETN | 402K | $150.26M |
 | ACA | 395K | $37.03M |
 | NDAQ | 380K | $33.59M |
Masco Corporation
MAS
Shares Held
608K
Value
$42.77M
Microsoft Corporation
MSFT
Shares Held
592K
Value
$306.75M
FirstCash Holdings, Inc
FCFS
Shares Held
584K
Value
$92.59M
BJ's Wholesale Club Holdings, Inc.
BJ
Shares Held
583K
Value
$54.40M
Taylor Morrison Home Corporation
TMHC
Shares Held
579K
Value
$38.19M
Floor & Decor Holdings, Inc.
FND
Shares Held
559K
Value
$41.17M
Sanmina Corporation
SANM
Shares Held
538K
Value
$61.95M
Coca-Cola Consolidated, Inc.
COKE
Shares Held
538K
Value
$62.99M
Meritage Homes Corporation
MTH
Shares Held
517K
Value
$37.48M
Mueller Industries, Inc.
MLI
Shares Held
512K
Value
$51.79M
Synchrony Financial
SYF
Shares Held
511K
Value
$36.30M
Lincoln Electric Holdings, Inc.
LECO
Shares Held
475K
Value
$112.12M
Marvell Technology, Inc.
MRVL
Shares Held
472K
Value
$39.67M
The Hanover Insurance Group, Inc.
THG
Shares Held
460K
Value
$83.47M
GATX Corporation
GATX
Shares Held
455K
Value
$79.54M
WEC Energy Group, Inc.
WEC
Shares Held
420K
Value
$48.08M
Carnival Corporation & plc
CCL
Shares Held
406K
Value
$11.74M
Eaton Corporation plc
ETN
Shares Held
402K
Value
$150.26M
Arcosa, Inc.
ACA
Shares Held
395K
Value
$37.03M
Nasdaq, Inc.
NDAQ
Shares Held
380K
Value
$33.59M