Vaughan Nelson Investment Management, L.P. Purchases in Q3 2025

Vaughan Nelson Investment Management, L.P.

  • $10.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
264K
New
$625.65 - $812.69 $165M - $215M
264K $202M
PVH
Pvh Corp.

Consumer Cyclical
887K
New
$70.6 - $89.52 $62.7M - $79.4M
887K $74.3M
URI
United Rentals, Inc.

Industrials
30.5K
+ 15.1%
$774.14 - $975.23 $23.6M - $29.7M
232K $222M
SANM
Sanmina Corp

Technology
538K
New
$95.79 - $123.84 $51.5M - $66.6M
538K $61.9M
HXL
Hexcel Corp

Industrials
800K
+ 92.77%
$57.15 - $64.88 $45.7M - $51.9M
1.66M $104M
CMC
Commercial Metals CO

Basic Materials
950K
New
$50.28 - $59.79 $47.7M - $56.8M
950K $54.4M
MOH
Molina Healthcare, Inc.

Healthcare
276K
New
$152.31 - $306.29 $42M - $84.5M
276K $52.8M
MPWR
Monolithic Power Systems Inc

Technology
482
+ 0.18%
$711.24 - $922.81 $343K - $445K
273K $251M
MLI
Mueller Industries Inc

Industrials
512K
New
$82.07 - $101.7 $42M - $52.1M
512K $51.8M
CSWI
Csw Industrials, Inc.

Industrials
172K
New
$289.31 - $293.0 $49.8M - $50.4M
172K $50.4M
MAS
Masco Corp

Industrials
608K
New
$64.44 - $76.07 $39.2M - $46.2M
608K $42.8M
NUE
Nucor Corp

Basic Materials
290K
New
$133.3 - $150.33 $38.7M - $43.6M
290K $39.3M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
579K
New
$59.28 - $71.9 $34.3M - $41.6M
579K $38.2M
HOOD
Robinhood Markets, Inc.

Technology
264K
New
$91.27 - $143.18 $24.1M - $37.8M
264K $37.8M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
311K
+ 136.94%
$109.55 - $124.15 $34M - $38.6M
538K $63M
MTH
Meritage Homes Corp

Consumer Cyclical
517K
New
$67.34 - $82.83 $34.8M - $42.9M
517K $37.5M
VMI
Valmont Industries Inc

Industrials
66K
+ 35.13%
$328.58 - $387.73 $21.7M - $25.6M
254K $98.4M
ACA
Arcosa, Inc.

Industrials
395K
New
$83.66 - $100.23 $33.1M - $39.6M
395K $37M
WAL
Western Alliance Bancorporation

Financial Services
223K
+ 11.33%
$76.33 - $91.49 $17.1M - $20.4M
2.19M $190M
RSG
Republic Services, Inc.

Industrials
167K
+ 158.88%
$225.33 - $246.01 $37.5M - $41M
271K $62.3M
ZION
Zions Bancorporation, National Association

Financial Services
409K
+ 14.43%
$51.2 - $59.15 $20.9M - $24.2M
3.24M $184M
MUR
Murphy Oil Corp

Energy
795K
+ 59.96%
$22.13 - $30.03 $17.6M - $23.9M
2.12M $60.2M
CLH
Clean Harbors Inc

Industrials
107K
+ 41.92%
$225.84 - $250.43 $24.2M - $26.8M
363K $84.2M
COF
Capital One Financial Corp

Financial Services
109K
+ 14.75%
$207.29 - $229.74 $22.7M - $25.2M
852K $181M
FAF
First American Financial Corp

Financial Services
327K
New
$54.73 - $68.13 $17.9M - $22.3M
327K $21M
HLIO
Helios Technologies, Inc.

Industrials
170K
+ 28.09%
$34.16 - $55.89 $5.81M - $9.5M
775K $40.4M
VMC
Vulcan Materials CO

Basic Materials
32K
+ 14.52%
$260.62 - $307.62 $8.33M - $9.84M
252K $77.6M
OWL
Blue Owl Capital Inc.

Financial Services
1.34M
+ 84.97%
$16.93 - $20.8 $22.7M - $27.9M
2.92M $49.4M
LUMN
Lumen Technologies, Inc.

Communication Services
3.01M
New
$3.7 - $6.22 $11.1M - $18.7M
3.01M $18.4M
WRBY
Warby Parker Inc.

Healthcare
206K
+ 9.28%
$21.37 - $28.56 $4.39M - $5.87M
2.42M $66.8M
HRI
Herc Holdings Inc

Industrials
243K
+ 34.74%
$110.5 - $149.88 $26.9M - $36.5M
944K $110M
MTDR
Matador Resources CO

Energy
431K
+ 64.35%
$44.93 - $52.55 $19.4M - $22.6M
1.1M $49.5M
TREX
Trex CO Inc

Industrials
352K
+ 127.02%
$50.48 - $68.49 $17.8M - $24.1M
629K $32.5M
CADE
Cadence Bank

Financial Services
34.8K
+ 1.2%
$33.44 - $38.12 $1.16M - $1.32M
2.93M $110M
PR
Permian Resources Corporation

Energy
1.46M
+ 62.57%
$12.8 - $14.51 $18.7M - $21.2M
3.79M $48.5M
EXP
Eagle Materials Inc

Basic Materials
22.7K
+ 7.38%
$209.12 - $242.26 $4.74M - $5.49M
330K $76.8M
FCFS
First Cash Holdings, Inc.

Financial Services
7.74K
+ 1.34%
$120.08 - $158.42 $929K - $1.23M
584K $92.6M
BRKR
Bruker Corp

Healthcare
797K
+ 61.57%
$29.35 - $43.93 $23.4M - $35M
2.09M $67.9M
NWN
Northwest Natural Holding CO

Utilities
182K
+ 14.86%
$39.48 - $44.93 $7.17M - $8.16M
1.4M $63.1M
EVRG
Evergy, Inc.

Utilities
133K
+ 23.48%
$67.73 - $76.02 $9.02M - $10.1M
700K $53.2M
ESI
Element Solutions Inc

Basic Materials
130K
+ 3.02%
$23.13 - $26.99 $3M - $3.5M
4.43M $111M
AVGO
Broadcom Inc.

Technology
125
+ 0.05%
$264.74 - $369.57 $33.1K - $46.2K
251K $82.9M
GATX
Gatx Corp

Industrials
20.6K
+ 4.74%
$149.23 - $176.97 $3.07M - $3.64M
455K $79.5M
HUBB
Hubbell Inc

Industrials
21.2K
+ 13.05%
$410.51 - $450.93 $8.69M - $9.55M
183K $78.9M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
191K
+ 48.75%
$93.1 - $110.49 $17.8M - $21.1M
583K $54.4M
BLDR
Builders First Source, Inc.

Industrials
93.3K
+ 1054.72%
$116.91 - $149.21 $10.9M - $13.9M
102K $12.4M
SR
Spire Inc

Utilities
29.1K
+ 2.99%
$72.83 - $81.52 $2.12M - $2.38M
1M $81.8M
LNT
Alliant Energy Corp

Utilities
93.9K
+ 15.33%
$60.76 - $67.41 $5.71M - $6.33M
707K $47.6M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
148K
+ 14.39%
$50.43 - $58.95 $7.48M - $8.75M
1.18M $63.1M
Activity Summary
Buys All Purchases 84 New Holdings 27 Increased Positions 57 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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