Clarkston Capital Partners, LLC
Top Portfolio Positions
153 positions ·
$4,553,320,635 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMG |
Affiliated Managers Group, Inc.
Financial Services
|
1,808,238 | $521,278,850 | 11.45% | |
| POST |
Post Holdings, Inc.
Consumer Defensive
|
2,868,367 | $284,111,751 | 6.24% | |
| CLVT |
Clarivate PLC
Technology
|
64,972,134 | $217,006,927 | 4.77% | |
| AVTR |
Avantor, Inc.
Healthcare
|
15,105,065 | $173,104,044 | 3.80% | |
| WLY |
John Wiley & Sons, Inc.
Communication Services
|
5,235,890 | $160,375,310 | 3.52% | |
| TAP |
Molson Coors Beverage Co
Consumer Defensive
|
3,351,415 | $156,444,052 | 3.44% | |
| CHRW |
C. H. Robinson Worldwide, Inc.
Industrials
|
884,531 | $142,197,202 | 3.12% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
1,763,116 | $132,797,897 | 2.92% | |
| GFL |
GFL Environmental Inc.
Industrials
|
2,805,035 | $120,476,253 | 2.65% | |
| MIDD |
MIDDLEBY Corp
Industrials
|
788,809 | $117,272,234 | 2.58% |
Portfolio Trend
23 quarters · across all stocks
Holdings in CHRW
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2020-03-31 | $80,152,047 | 1,210,756 | Shares | Sole | 2020-05-12 | |
| 2020-06-30 | $93,186,677 | 1,178,683 | Shares | Sole | 2020-08-12 | |
| 2020-09-30 | $112,726,095 | 1,103,103 | Shares | Sole | 2020-11-16 | |
| 2020-12-31 | $102,016,883 | 1,086,789 | Shares | Sole | 2021-02-16 | |
| 2021-03-31 | $106,556,374 | 1,116,592 | Shares | Sole | 2021-05-14 | |
| 2021-09-30 | $100,401,393 | 1,154,039 | Shares | Sole | 2021-11-10 | |
| 2021-12-31 | $122,983,419 | 1,142,650 | Shares | Sole | 2022-02-14 | |
| 2022-03-31 | $120,672,467 | 1,120,346 | Shares | Sole | 2022-05-09 | |
| 2022-06-30 | $114,721,544 | 1,131,711 | Shares | Sole | 2022-08-10 | |
| 2022-09-30 | $111,176,796 | 1,154,364 | Shares | Sole | 2022-11-16 | |
| 2022-12-31 | $178,318,135 | 1,947,555 | Shares | Sole | 2023-02-13 | |
| 2023-03-31 | $208,930,194 | 2,102,548 | Shares | Sole | 2023-05-15 | |
| 2023-06-30 | $199,045,194 | 2,109,647 | Shares | Sole | 2023-08-07 | |
| 2023-09-30 | $176,945,730 | 2,054,403 | Shares | Sole | 2023-11-02 | |
| 2023-12-31 | $176,103,250 | 2,038,468 | Shares | Sole | 2024-02-14 | |
| 2024-03-31 | $164,209,539 | 2,156,679 | Shares | Sole | 2024-05-14 | |
| 2024-06-30 | $188,803,797 | 2,142,576 | Shares | Sole | 2024-08-14 | |
| 2024-09-30 | $228,670,305 | 2,071,852 | Shares | Sole | 2024-11-07 | |
| 2024-12-31 | $207,952,887 | 2,012,707 | Shares | Sole | 2025-02-13 | |
| 2025-03-31 | $170,189,721 | 1,662,009 | Shares | Sole | 2025-05-14 | |
| 2025-06-30 | $135,913,846 | 1,416,507 | Shares | Sole | 2025-08-13 | |
| 2025-09-30 | $143,467,051 | 1,083,588 | Shares | Sole | 2025-11-13 | |
| 2025-12-31 | $142,197,202 | 884,531 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||