Institutions / Clarkston Capital Partners, LLC / Holdings

Clarkston Capital Partners, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Post Holdings, Inc.	—	$284.11M	2,868,367	6.6%
Affiliated Managers Group Inc	—	$260.64M	904,119	6.0%
CLARIVATE PLC	—	$217.01M	64,972,134	5.0%
Avantor, Inc.	—	$173.10M	15,105,065	4.0%
MOLSON COORS BEVERAGE CO	—	$156.44M	3,351,415	3.6%
CH Robinson Worldwide Inc	—	$142.20M	884,531	3.3%
US Foods Holding Corp.	—	$132.80M	1,763,116	3.1%
GFL ENVIRONMENTAL INC	—	$120.48M	2,805,035	2.8%
MIDDLEBY CORP	—	$117.27M	788,809	2.7%
LKQ Corp	—	$113.55M	3,760,070	2.6%
Henry Schein Inc	—	$111.68M	1,477,665	2.6%
CCC Intelligent Solutions Holdings Inc.	—	$109.63M	13,790,515	2.5%
LPL Financial Holdings Inc.	—	$107.68M	301,484	2.5%
Lamb Weston Holdings, Inc.	—	$100.89M	2,408,447	2.3%
Willis Towers Watson PLC	—	$99.65M	303,260	2.3%
Envista Holdings Corp	—	$91.44M	4,211,735	2.1%
Energizer Holdings, Inc.	—	$84.09M	4,227,520	1.9%
FedEx Corp	—	$80.53M	278,773	1.9%
John Wiley & Sons Inc	—	$80.19M	2,617,945	1.9%
NEOGEN CORP	—	$79.19M	11,328,670	1.8%
Becton Dickinson & Co	—	$71.08M	366,250	1.6%
SCHWAB CHARLES CORP	—	$67.59M	676,557	1.6%
ANHEUSER BUSCH INBEV SA/NV	—	$65.64M	1,025,010	1.5%
SYSCO CORP	—	$60.50M	821,027	1.4%
IQVIA HOLDINGS INC.	—	$56.92M	252,525	1.3%
Primo Brands Corp	—	$56.84M	3,476,460	1.3%
CAPITAL ONE FINANCIAL CORP	—	$53.23M	219,639	1.2%
Alphabet Inc.	—	$51.97M	166,047	1.2%
AMERICAN EXPRESS CO	—	$48.40M	130,830	1.1%
MICROSOFT CORP	—	$47.25M	97,699	1.1%
Apple Inc.	—	$45.08M	165,816	1.0%
BROWN & BROWN, INC.	—	$44.16M	554,060	1.0%
Fortive Corp	—	$43.00M	778,830	1.0%
US BANCORP \DE	—	$35.50M	665,273	0.8%
BellRing Brands Inc	—	$30.85M	1,154,115	0.7%
PEPSICO INC	—	$29.30M	204,170	0.7%
MID AMERICA APARTMENT COMMUNITIES INC.	—	$29.24M	210,480	0.7%
Ralliant Corp	—	$28.47M	559,215	0.7%
GARTNER INC	—	$28.22M	111,867	0.7%
Walt Disney Co	—	$27.66M	243,156	0.6%
INTERNATIONAL FLAVORS & FRAGRANCES INC	—	$27.33M	405,620	0.6%
Fidelity National Information Services Inc	—	$26.76M	402,720	0.6%
Airbnb, Inc.	—	$26.71M	196,795	0.6%
LANDSTAR SYSTEM INC	—	$26.71M	185,865	0.6%
JOHNSON & JOHNSON	—	$26.68M	128,913	0.6%
Mastercard Inc	—	$23.52M	41,204	0.5%
PAYCHEX INC	—	$22.20M	197,896	0.5%
Align Technology, Inc.	—	$22.01M	140,940	0.5%
United Parcel Service Inc	—	$20.99M	211,592	0.5%
EXXON MOBIL CORP	—	$20.61M	171,226	0.5%