VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WCC | 368K | $77.84M |
 | CLH | 363K | $84.23M |
 | HWKN | 358K | $65.40M |
 | SHW | 339K | $117.42M |
 | EXP | 330K | $76.82M |
 | FAF | 327K | $21.03M |
 | HII | 325K | $93.44M |
 | META | 324K | $238.16M |
 | PFGC | 320K | $33.34M |
 | MSI | 296K | $135.52M |
 | NUE | 290K | $39.27M |
 | MOH | 276K | $52.81M |
 | MPWR | 273K | $250.90M |
 | RSG | 271K | $62.27M |
 | TOL | 268K | $37.02M |
 | LLY | 264K | $201.71M |
 | HOOD | 264K | $37.82M |
 | VMI | 254K | $98.38M |
 | VMC | 252K | $77.58M |
 | SPOT | 252K | $175.63M |
WESCO International, Inc.
WCC
Shares Held
368K
Value
$77.84M
Clean Harbors, Inc.
CLH
Shares Held
363K
Value
$84.23M
Hawkins, Inc.
HWKN
Shares Held
358K
Value
$65.40M
The Sherwin-Williams Company
SHW
Shares Held
339K
Value
$117.42M
Eagle Materials Inc.
EXP
Shares Held
330K
Value
$76.82M
First American Financial Corporation
FAF
Shares Held
327K
Value
$21.03M
Huntington Ingalls Industries, Inc.
HII
Shares Held
325K
Value
$93.44M
Meta Platforms, Inc.
META
Shares Held
324K
Value
$238.16M
Performance Food Group Company
PFGC
Shares Held
320K
Value
$33.34M
Motorola Solutions, Inc.
MSI
Shares Held
296K
Value
$135.52M
Nucor Corporation
NUE
Shares Held
290K
Value
$39.27M
Molina Healthcare, Inc.
MOH
Shares Held
276K
Value
$52.81M
Monolithic Power Systems, Inc.
MPWR
Shares Held
273K
Value
$250.90M
Republic Services, Inc.
RSG
Shares Held
271K
Value
$62.27M
Toll Brothers, Inc.
TOL
Shares Held
268K
Value
$37.02M
Eli Lilly and Company
LLY
Shares Held
264K
Value
$201.71M
Robinhood Markets, Inc.
HOOD
Shares Held
264K
Value
$37.82M
Valmont Industries, Inc.
VMI
Shares Held
254K
Value
$98.38M
Vulcan Materials Company
VMC
Shares Held
252K
Value
$77.58M
Spotify Technology S.A.
SPOT
Shares Held
252K
Value
$175.63M