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 TAP
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,642,866 | 665,185 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $156,444,052 | 3,351,415 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $152,210,140 | 3,363,760 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $173,209,359 | 3,601,775 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $277,154,014 | 4,553,212 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $259,067,885 | 4,519,677 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $266,301,321 | 4,629,717 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $237,266,154 | 4,667,837 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $316,036,600 | 4,699,429 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $282,307,926 | 4,612,121 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $296,302,056 | 4,659,570 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $335,529,462 | 5,096,134 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $351,732,116 | 6,805,962 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $346,788,229 | 6,731,138 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $296,286,996 | 6,173,932 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $324,829,995 | 5,959,090 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $329,652,994 | 6,175,590 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $293,032,996 | 6,322,179 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $289,948,929 | 6,251,594 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $346,397,978 | 6,772,199 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $326,252,323 | 7,219,569 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $197,586,647 | 5,887,564 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $151,282,510 | 4,402,867 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $162,061,700 | 4,154,363 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||