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 LKQ
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,163,511 | 1,537,743 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $113,554,114 | 3,760,070 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $109,262,805 | 3,577,695 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $96,679,631 | 2,612,257 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $106,958,109 | 2,514,295 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $91,678,387 | 2,494,650 | Shares | Sole | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||