Clarkston Capital Partners, LLC

CIK

1562855

City

ROCHESTER

State / Country

Stock

WLY — John Wiley & Sons, Inc.

Top Portfolio Positions

80 positions · $1,404,635,494 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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 WLY

Compact Export CSV

Shares Held

Position Value (USD)

26 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$35,911,383	942,556	-64.0%	Shares	Sole	2026-05-14
2025-12-31	$80,187,655	2,617,945	0.0%	Shares	Sole	2026-02-13
2025-12-31	$80,187,655	2,617,945	+18.6%	Shares	Sole	2026-02-13
2025-09-30	$89,350,637	2,207,824	+16.7%	Shares	Sole	2025-11-13
2025-06-30	$84,462,051	1,892,495	0.0%	Shares	Sole	2025-08-13
2025-06-30	$84,462,051	1,892,495	-38.0%	Shares	Sole	2025-08-13
2025-03-31	$136,063,960	3,053,500	+0.2%	Shares	Sole	2025-05-14
2024-12-31	$133,266,632	3,048,882	-7.1%	Shares	Sole	2025-02-13
2024-09-30	$158,420,720	3,283,331	-3.4%	Shares	Sole	2024-11-07
2024-06-30	$138,373,569	3,399,842	-17.2%	Shares	Sole	2024-08-14
2024-03-31	$156,575,430	4,106,358	-3.0%	Shares	Sole	2024-05-14
2023-12-31	$134,389,318	4,234,068	+48.4%	Shares	Sole	2024-02-14
2023-09-30	$106,068,609	2,853,608	-0.8%	Shares	Sole	2023-11-02
2023-06-30	$97,894,032	2,876,698	-0.2%	Shares	Sole	2023-08-07
2023-03-31	$111,759,177	2,882,620	+4.9%	Shares	Sole	2023-05-15
2022-12-31	$110,032,161	2,746,684	-0.4%	Shares	Sole	2023-02-13
2022-09-30	$103,587,813	2,757,929	+0.1%	Shares	Sole	2022-11-16
2022-06-30	$131,651,108	2,756,514	-1.7%	Shares	Sole	2022-08-10
2022-03-31	$148,723,112	2,804,509	-1.4%	Shares	Sole	2022-05-09
2021-12-31	$162,933,722	2,845,010	-1.4%	Shares	Sole	2022-02-14
2021-09-30	$150,703,381	2,886,485	-5.8%	Shares	Sole	2021-11-10
2021-03-31	$166,109,666	3,064,754	-0.5%	Shares	Sole	2021-05-14
2020-12-31	$140,694,258	3,081,346	+26.9%	Shares	Sole	2021-02-16
2020-09-30	$76,976,912	2,427,528	+7.7%	Shares	Sole	2020-11-16
2020-06-30	$87,911,811	2,254,149	+1.1%	Shares	Sole	2020-08-12
2020-03-31	$83,624,819	2,230,590	—	Shares	Sole	2020-05-12
No 13F history on record for this holder in this stock.