Clarkston Capital Partners, LLC
Top Portfolio Positions
79 positions ·
$1,285,847,895 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| POST |
Post Holdings, Inc.
Consumer Defensive
|
1,193,067 | $117,946,603 | 9.17% | |
| CLVT |
Clarivate PLC
Technology
|
42,846,530 | $108,401,720 | 8.43% | |
| AMG |
Affiliated Managers Group, Inc.
Financial Services
|
313,708 | $86,803,003 | 6.75% | |
| AVTR |
Avantor, Inc.
Healthcare
|
8,629,389 | $67,654,409 | 5.26% | |
| CCC |
CCC Intelligent Solutions Holdings Inc.
Technology
|
9,576,746 | $57,460,476 | 4.47% | |
| LKQ |
Lkq Corp
Consumer Cyclical
|
1,537,743 | $45,163,511 | 3.51% | |
| LW |
Lamb Weston Holdings, Inc.
Consumer Defensive
|
990,705 | $41,867,193 | 3.26% | |
| GFL |
GFL Environmental Inc.
Industrials
|
929,859 | $38,793,717 | 3.02% | |
| MIDD |
MIDDLEBY Corp
Industrials
|
289,516 | $38,384,031 | 2.99% | |
| IT |
Gartner Inc
Technology
|
229,592 | $36,353,597 | 2.83% |
Portfolio Trend
Holdings in CLVT
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $108,401,720 | 42,846,530 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $217,006,927 | 64,972,134 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $255,493,317 | 66,708,438 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $301,130,853 | 70,030,431 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $292,894,702 | 74,527,914 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $359,327,861 | 70,733,831 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $464,441,501 | 65,414,296 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $380,215,336 | 66,821,676 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $423,944,016 | 57,058,414 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $521,696,121 | 56,338,674 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $386,275,341 | 57,567,115 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $489,788,832 | 51,394,421 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $456,936,414 | 48,662,025 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $404,204,346 | 48,465,749 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $317,209,552 | 33,781,635 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $251,634,883 | 18,155,475 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $182,012,611 | 10,859,941 | Shares | Sole | 2022-05-09 | |
| No 13F history on record for this holder in this stock. | ||||||