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 USFD
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,701,710 | 289,575 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $132,797,897 | 1,763,116 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $145,236,657 | 1,895,545 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $208,557,326 | 2,708,185 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $222,558,763 | 3,399,920 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $247,323,673 | 3,666,227 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $343,406,467 | 5,583,845 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $305,116,588 | 5,759,090 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $353,972,553 | 6,558,691 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $362,093,209 | 7,973,865 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $318,520,682 | 8,023,191 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $356,595,096 | 8,104,434 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $297,399,433 | 8,050,878 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $268,204,902 | 7,883,742 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $201,789,683 | 7,631,985 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $174,990,743 | 5,703,740 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $181,664,130 | 4,827,641 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $156,872,752 | 4,503,955 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $151,982,540 | 4,384,955 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $143,684,763 | 3,769,275 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $122,952,206 | 3,691,150 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $78,098,300 | 3,514,775 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $66,261,172 | 3,360,100 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $19,238,426 | 1,086,303 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||