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 LPLA
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,001,215 | 96,404 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $107,681,040 | 301,484 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $165,890,212 | 498,633 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $224,525,286 | 598,782 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $220,566,620 | 674,227 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $284,809,122 | 872,283 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $227,286,488 | 977,030 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $277,237,369 | 992,615 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $352,277,146 | 1,333,373 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $308,169,710 | 1,353,878 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $354,335,674 | 1,490,998 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $326,550,072 | 1,501,863 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $300,453,692 | 1,484,455 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $318,087,886 | 1,471,471 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $406,529,668 | 1,860,718 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $374,832,551 | 2,031,833 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $384,371,142 | 2,104,068 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $354,904,481 | 2,216,906 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $358,454,783 | 2,286,647 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $327,235,402 | 2,301,881 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $239,947,060 | 2,302,313 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $170,827,506 | 2,228,088 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $172,087,451 | 2,194,993 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $118,488,068 | 2,176,889 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||