Clarkston Capital Partners, LLC
Top Portfolio Positions
80 positions ·
$1,404,635,494 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| POST |
Post Holdings, Inc.
Consumer Defensive
|
2,386,134 | $235,893,206 | 16.79% | |
| CLVT |
Clarivate PLC
Technology
|
42,846,530 | $108,401,720 | 7.72% | |
| AMG |
Affiliated Managers Group, Inc.
Financial Services
|
313,708 | $86,803,003 | 6.18% | |
| AVTR |
Avantor, Inc.
Healthcare
|
8,629,389 | $67,654,409 | 4.82% | |
| CCC |
CCC Intelligent Solutions Holdings Inc.
Technology
|
9,576,746 | $57,460,476 | 4.09% | |
| LKQ |
Lkq Corp
Consumer Cyclical
|
1,537,743 | $45,163,511 | 3.22% | |
| LW |
Lamb Weston Holdings, Inc.
Consumer Defensive
|
990,705 | $41,867,193 | 2.98% | |
| GFL |
GFL Environmental Inc.
Industrials
|
929,859 | $38,793,717 | 2.76% | |
| MIDD |
MIDDLEBY Corp
Industrials
|
289,516 | $38,384,031 | 2.73% | |
| IT |
Gartner Inc
Technology
|
229,592 | $36,353,597 | 2.59% |
Portfolio Trend
24 quarters · across all stocks
Holdings in GFL
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,793,717 | 929,859 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $120,476,253 | 2,805,035 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $135,509,642 | 2,860,060 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $154,635,679 | 3,064,520 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $217,794,523 | 4,508,270 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $236,890,889 | 5,318,610 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $242,185,258 | 6,072,850 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $238,694,428 | 6,131,375 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $212,450,310 | 6,157,980 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $212,316,908 | 6,152,330 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $124,578,822 | 3,922,507 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $145,361,561 | 3,746,432 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $128,512,067 | 3,731,477 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $97,186,710 | 3,324,896 | Shares | Sole | 2023-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||