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 | Confluent, Inc. | $-166.00M | -5.5M -100.00% | — | high |
| Q1 2026 as of | New | Eog Resources Inc | $153.19M | +1.1M | 1,059,630 1.94% of portfolio | high |
| Q1 2026 as of | Exit | Exact Sciences Corp. | $-137.38M | -1.4M -100.00% | — | high |
| Q1 2026 as of | New | Texas Pacific Land Corp | $120.05M | +253K | 252,962 1.52% of portfolio | high |
| Q1 2026 as of | Exit | McCormick & Co Inc | $-118.55M | -1.7M -100.00% | — | high |
| Q1 2026 as of | Exit | ServisFirst Bancshares, Inc. | $-112.63M | -1.6M -100.00% | — | high |
| Q1 2026 as of | Exit | Freshpet, Inc. | $-108.24M | -1.8M -100.00% | — | high |
| Q1 2026 as of | Exit | FactSet Research Systems Inc | $-99.62M | -343K -100.00% | — | high |
| Q1 2026 as of | Exit | Workday Inc | $-98.94M | -461K -100.00% | — | high |
| Q1 2026 as of | Exit | Fortive Corp | $-97.37M | -1.8M -100.00% | — | high |
| Q1 2026 as of | New | Tractor Supply Co /De | $91.14M | +2.0M | 2,011,884 1.16% of portfolio | high |
| Q1 2026 as of | Trim | MSA Safety Inc | $-68.72M | -419K -39.51% | 641,879 1.34% of portfolio | high |
| Q1 2026 as of | Trim | West Pharmaceutical Services Inc | $-67.52M | -269K -56.67% | 205,979 0.66% of portfolio | high |
| Q1 2026 as of | Add | Celsius Holdings, Inc. | $65.17M | +1.8M +341.41% | 2,374,680 1.07% of portfolio | high |
| Q1 2026 as of | Exit | Maplebear Inc | $-61.77M | -1.4M -100.00% | — | high |
| Q1 2026 as of | New | Rubrik, Inc. | $61.70M | +1.3M | 1,259,925 0.78% of portfolio | high |
| Q1 2026 as of | Add | Veeva Systems Inc | $58.05M | +330K +81.00% | 738,449 1.65% of portfolio | high |
| Q1 2026 as of | New | Bloom Energy Corp | $57.54M | +425K | 424,657 0.73% of portfolio | high |
| Q1 2026 as of | Trim | Baldwin Insurance Group, Inc. | $-57.40M | -2.6M -71.67% | 1,034,260 0.29% of portfolio | high |
| Q1 2026 as of | Add | Commerce Bancshares Inc /Mo | $56.15M | +1.1M +101.54% | 2,265,303 1.41% of portfolio | high |
| Q1 2026 as of | Trim | Edwards Lifesciences Corp | $-56.11M | -701K -40.41% | 1,033,497 1.05% of portfolio | high |
| Q1 2026 as of | New | AeroVironment Inc | $54.01M | +295K | 295,077 0.69% of portfolio | high |
| Q1 2026 as of | Trim | MSCI Inc. | $-52.12M | -97K -38.84% | 152,234 1.04% of portfolio | high |
| Q1 2026 as of | Trim | Nordson Corp | $-50.98M | -192K -41.06% | 275,104 0.93% of portfolio | high |
| Q1 2026 as of | Exit | Trade Desk, Inc. | $-49.39M | -1.3M -100.00% | — | medium |
| Q1 2026 as of | New | Matador Resources Co | $47.06M | +745K | 744,805 0.60% of portfolio | medium |
| Q1 2026 as of | Trim | Lincoln Electric Holdings Inc | $-43.67M | -175K -44.53% | 218,404 0.69% of portfolio | medium |
| Q1 2026 as of | New | Credo Technology Group Holding Ltd | $43.25M | +461K | 460,702 0.55% of portfolio | medium |
| Q1 2026 as of | Trim | CULLEN/FROST Bankers, Inc. | $-42.89M | -313K -26.79% | 855,190 1.49% of portfolio | medium |
| Q1 2026 as of | Add | Synopsys Inc | $42.82M | +108K +39.01% | 384,815 1.94% of portfolio | medium |
| Q1 2026 as of | Trim | AMETEK Inc | $-41.05M | -191K -31.04% | 425,358 1.16% of portfolio | medium |
| Q1 2026 as of | Trim | Mettler-Toledo International Inc | $-39.08M | -31K -30.62% | 70,206 1.12% of portfolio | medium |
| Q1 2026 as of | Exit | Onestream, Inc. | $-38.90M | -2.1M -100.00% | — | medium |
| Q1 2026 as of | Exit | Monster Beverage Corp | $-38.65M | -504K -100.00% | — | medium |
| Q1 2026 as of | Add | Houlihan Lokey Inc | $37.14M | +259K +56.33% | 717,724 1.31% of portfolio | medium |
| Q1 2026 as of | Add | Everpure, Inc. | $36.72M | +622K +42.64% | 2,080,762 1.56% of portfolio | medium |
| Q1 2026 as of | Trim | Repligen Corp | $-36.54M | -310K -30.89% | 693,855 1.04% of portfolio | medium |
| Q1 2026 as of | Trim | Penumbra Inc | $-36.26M | -110K -18.35% | 491,382 2.05% of portfolio | medium |
| Q1 2026 as of | Trim | Idex Corp /De | $-36.09M | -190K -22.92% | 640,274 1.54% of portfolio | medium |
| Q1 2026 as of | New | Astera Labs, Inc. | $35.91M | +328K | 327,619 0.46% of portfolio | medium |
| Q1 2026 as of | Trim | W.w. Grainger, Inc. | $-34.61M | -32K -24.34% | 98,629 1.37% of portfolio | medium |
| Q1 2026 as of | Trim | Veralto Corp | $-34.57M | -391K -35.55% | 708,614 0.80% of portfolio | medium |
| Q1 2026 as of | Trim | Cava Group, Inc. | $-33.78M | -418K -23.01% | 1,397,381 1.43% of portfolio | medium |
| Q1 2026 as of | Trim | Wyndham Hotels & Resorts, Inc. | $-32.10M | -395K -22.29% | 1,377,897 1.42% of portfolio | medium |
| Q1 2026 as of | Trim | Modine Manufacturing Co | $-31.61M | -146K -55.74% | 115,825 0.32% of portfolio | medium |
| Q1 2026 as of | Trim | Globus Medical Inc | $-31.44M | -365K -51.04% | 350,053 0.38% of portfolio | medium |
| Q1 2026 as of | New | Rambus Inc | $30.73M | +357K | 357,223 0.39% of portfolio | medium |
| Q1 2026 as of | New | Cactus, Inc. | $30.62M | +646K | 646,489 0.39% of portfolio | medium |
| Q1 2026 as of | New | LPL Financial Holdings Inc. | $30.40M | +101K | 101,050 0.39% of portfolio | medium |
| Q1 2026 as of | Add | Tradeweb Markets Inc. | $29.78M | +253K +20.81% | 1,469,486 2.19% of portfolio | medium |