Institutions / Champlain Investment Partners, LLC / Activity
Activity — Champlain Investment Partners, LLC
147 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Marzetti Company/The Common stock | $-28.28M | -172K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Karman Holdings Inc. Common stock | $27.49M | +343K +70.46% | 830,830 0.84% of portfolio | medium |
| Q1 2026 as of | Exit | Phreesia, Inc. Common stock | $-27.24M | -1.6M -100.00% | 0 | medium |
| Q1 2026 as of | Add | Floor & Decor Holdings Inc Common stock | $25.35M | +499K +28.12% | 2,273,664 1.47% of portfolio | medium |
| Q1 2026 as of | New | Masimo Corporation Common stock | $25.13M | +141K | 141,284 0.32% of portfolio | medium |
| Q1 2026 as of | Trim | RBC Bearings Inc Common stock | $-24.94M | -46K -56.76% | 34,979 0.24% of portfolio | medium |
| Q1 2026 as of | Add | Datadog, Inc. Common stock | $23.50M | +199K +39.47% | 703,503 1.05% of portfolio | medium |
| Q1 2026 as of | Add | Waste Connections Inc Common stock | $23.50M | +145K +35.08% | 556,985 1.15% of portfolio | medium |
| Q1 2026 as of | Add | Nutanix, Inc. Common stock | $22.77M | +599K +17.56% | 4,010,155 1.93% of portfolio | medium |
| Q1 2026 as of | Trim | Agilent Technologies Inc Common stock | $-22.60M | -198K -24.53% | 610,046 0.88% of portfolio | medium |
| Q1 2026 as of | Trim | JBT MAREL Corp Common stock | $-21.49M | -168K -52.58% | 151,550 0.25% of portfolio | medium |
| Q1 2026 as of | Trim | ESAB Corp Common stock | $-21.05M | -218K -14.30% | 1,304,834 1.60% of portfolio | medium |
| Q1 2026 as of | Trim | Wingstop Inc. Common stock | $-20.73M | -134K -19.73% | 544,415 1.07% of portfolio | medium |
| Q1 2026 as of | Exit | BellRing Brands Inc Common stock | $-19.56M | -732K -100.00% | 0 | medium |
| Q1 2026 as of | New | Solstice Advanced Materials Inc. Common stock | $19.50M | +256K | 256,062 0.25% of portfolio | medium |
| Q1 2026 as of | Trim | Brady Corp Common stock | $-19.00M | -234K -63.70% | 133,268 0.14% of portfolio | medium |
| Q1 2026 as of | New | Nicolet Bankshares Inc Common stock | $18.65M | +126K | 125,512 0.24% of portfolio | medium |
| Q1 2026 as of | Add | Marketaxess Holdings Inc Common stock | $17.61M | +107K +103.34% | 210,076 0.44% of portfolio | medium |
| Q1 2026 as of | Trim | Standex International CORP/DE Common stock | $-16.39M | -64K -27.62% | 168,463 0.54% of portfolio | medium |
| Q1 2026 as of | Trim | Kadant Inc Common stock | $-16.22M | -55K -30.05% | 129,081 0.48% of portfolio | medium |
| Q1 2026 as of | Exit | Stevanato Group S.p.A. Common stock | $-16.12M | -801K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Enerpac Tool Group Corp Common stock | $-16.12M | -442K -35.92% | 788,371 0.36% of portfolio | medium |
| Q1 2026 as of | Trim | Watts Water Technologies, Inc. Common stock | $-15.99M | -55K -50.11% | 54,832 0.20% of portfolio | medium |
| Q1 2026 as of | New | Kratos Defense & Security Solutions Inc Common stock | $15.54M | +220K | 220,402 0.20% of portfolio | medium |
| Q1 2026 as of | Add | Autodesk, Inc. Common stock | $15.02M | +63K +23.05% | 334,930 1.02% of portfolio | medium |
| Q1 2026 as of | Add | Zscaler, Inc. Common stock | $15.02M | +107K +32.25% | 438,929 0.78% of portfolio | medium |
| Q1 2026 as of | Exit | Vertex, Inc. Common stock | $-14.77M | -740K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | First Financial Bankshares Inc Common stock | $-14.10M | -479K -28.98% | 1,173,175 0.44% of portfolio | medium |
| Q1 2026 as of | New | Heartflow, Inc. Common stock | $13.81M | +567K | 567,424 0.18% of portfolio | medium |
| Q1 2026 as of | Trim | Csw Industrials, Inc. Common stock | $-13.59M | -52K -24.28% | 162,721 0.54% of portfolio | medium |
| Q1 2026 as of | Trim | Okta, Inc. Common stock | $-13.48M | -171K -11.33% | 1,340,535 1.34% of portfolio | medium |
| Q1 2026 as of | Trim | Xylem Inc. Common stock | $-13.32M | -112K -13.22% | 731,680 1.11% of portfolio | medium |
| Q1 2026 as of | Trim | Veracyte Inc Common stock | $-13.10M | -407K -59.07% | 281,923 0.12% of portfolio | medium |
| Q1 2026 as of | Add | StoneX Group Inc. Common stock | $12.91M | +160K +43.39% | 529,052 0.54% of portfolio | medium |
| Q1 2026 as of | Add | Sprouts Farmers Market, Inc. Common stock | $12.18M | +158K +15.43% | 1,181,630 1.16% of portfolio | medium |
| Q1 2026 as of | Trim | Domino's Pizza Inc. Common stock | $-11.93M | -33K -10.43% | 285,414 1.30% of portfolio | medium |
| Q1 2026 as of | New | SITIME Corp Common stock | $11.59M | +34K | 33,572 0.15% of portfolio | medium |
| Q1 2026 as of | Trim | Cooper Companies, Inc. Common stock | $-11.56M | -162K -9.13% | 1,608,090 1.46% of portfolio | medium |
| Q1 2026 as of | Trim | Simpson Manufacturing Co., Inc. Common stock | $-10.55M | -61K -19.45% | 254,525 0.55% of portfolio | medium |
| Q1 2026 as of | Trim | MongoDB, Inc. Common stock | $-10.52M | -43K -16.16% | 223,064 0.69% of portfolio | medium |
| Q1 2026 as of | Trim | Novanta Inc Common stock | $-10.51M | -89K -18.49% | 392,117 0.59% of portfolio | medium |
| Q1 2026 as of | Trim | nVent Electric plc Common stock | $-10.41M | -88K -23.26% | 290,347 0.44% of portfolio | medium |
| Q1 2026 as of | Trim | RB Global Inc Common stock | $-10.03M | -105K -22.08% | 369,218 0.45% of portfolio | medium |
| Q1 2026 as of | Trim | Waters Corp Common stock | $-9.81M | -33K -10.53% | 279,840 1.06% of portfolio | medium |
| Q1 2026 as of | Trim | Ryan Specialty Holdings, Inc. Common stock | $-9.65M | -286K -11.19% | 2,269,707 0.97% of portfolio | medium |
| Q1 2026 as of | Trim | SentinelOne, Inc. Common stock | $-9.34M | -725K -22.93% | 2,438,982 0.40% of portfolio | medium |
| Q1 2026 as of | Add | Fastenal Co Common stock | $9.02M | +194K +7.18% | 2,901,213 1.71% of portfolio | medium |
| Q1 2026 as of | Trim | STERIS plc Common stock | $-8.92M | -40K -12.42% | 284,275 0.80% of portfolio | medium |
| Q1 2026 as of | Add | Akamai Technologies Inc Common stock | $8.88M | +77K +7.38% | 1,125,340 1.64% of portfolio | medium |
| Q1 2026 as of | Trim | Brown & Brown, Inc. Common stock | $-8.54M | -131K -11.92% | 968,274 0.80% of portfolio | medium |