Institutions / Clarkston Capital Partners, LLC

Clarkston Capital Partners, LLC

CIK 1562855 · Institution · as of Dec 31, 2025
Portfolio value
$4.32B
Positions
178
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 178 →
CompanyClassValueShares% of portfolio
Post Holdings, Inc.$284.11M2,868,3676.6%
Affiliated Managers Group Inc$260.64M904,1196.0%
Clarivate PLC$217.01M64,972,1345.0%
Avantor, Inc.$173.10M15,105,0654.0%
Molson Coors Beverage Co$156.44M3,351,4153.6%
CH Robinson Worldwide Inc$142.20M884,5313.3%
US Foods Holding Corp.$132.80M1,763,1163.1%
Gfl Environmental Inc$120.48M2,805,0352.8%
Middleby Corp$117.27M788,8092.7%
LKQ Corp$113.55M3,760,0702.6%
Henry Schein Inc$111.68M1,477,6652.6%
CCC Intelligent Solutions Holdings Inc.$109.63M13,790,5152.5%
LPL Financial Holdings Inc.$107.68M301,4842.5%
Lamb Weston Holdings, Inc.$100.89M2,408,4472.3%
Willis Towers Watson PLC$99.65M303,2602.3%
Envista Holdings Corp$91.44M4,211,7352.1%
Energizer Holdings, Inc.$84.09M4,227,5201.9%
FedEx Corp$80.53M278,7731.9%
John Wiley & Sons Inc$80.19M2,617,9451.9%
Neogen Corp$79.19M11,328,6701.8%
Becton Dickinson & Co$71.08M366,2501.6%
Schwab Charles Corp$67.59M676,5571.6%
Anheuser Busch Inbev SA/NV$65.64M1,025,0101.5%
Sysco Corp$60.50M821,0271.4%
Iqvia Holdings Inc.$56.92M252,5251.3%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.