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 |
|---|---|---|---|---|
| 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% |
Holdings in PRMB
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,786,908 | 1,316,352 | Shares | Sole | 2026-05-14 | |
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