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
24 quarters · across all stocks
Holdings in POST
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117,946,603 | 1,193,067 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $284,111,751 | 2,868,367 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $312,106,872 | 2,903,860 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $331,862,243 | 3,043,770 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $391,494,383 | 3,364,510 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $387,085,362 | 3,344,150 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $360,019,144 | 3,456,405 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $378,280,809 | 3,559,285 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $313,732,154 | 3,562,709 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $291,248,576 | 3,396,881 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $260,924,032 | 3,011,241 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $265,679,984 | 2,956,270 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $241,752,474 | 2,678,401 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $219,966,929 | 2,685,471 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $220,532,970 | 2,677,996 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $186,397,775 | 2,691,276 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $98,487,538 | 1,334,950 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $94,515,496 | 1,311,000 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $81,221,417 | 1,173,915 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $75,075,923 | 1,135,690 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $60,179,151 | 1,069,230 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $58,078,322 | 1,012,825 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $54,591,560 | 1,005,375 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||