Clarkston Capital Partners, LLC
96 holdingsFiling period: 2026-06-30Current AUM: $1.28Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | POST | POST HLDGS INC | 1.21M | $106.4M | $95.7M | 7.50% | +12.8K | 2026-06-30 |
| 2 | — | CLARIVATE PLC | 45.73M | $98.8M | $98.8M | 7.74% | +2.89M | 2026-06-30 |
| 3 | AMG | AFFILIATED MANAGERS GROUP | 228.7K | $77.4M | $80.0M | 6.27% | -85,025 | 2026-06-30 |
| 4 | AVTR | AVANTOR INC | 6.79M | $67.2M | $102.9M | 8.06% | -1,840,075 | 2026-06-30 |
| 5 | CCC | CCC INTELLIGENT SOLUTIONS HL | 12.52M | $64.6M | $84.6M | 6.63% | +2.94M | 2026-06-30 |
| 6 | LKQ | LKQ CORP | 1.62M | $42.6M | $38.4M | 3.01% | +79.5K | 2026-06-30 |
| 7 | MIDD | MIDDLEBY CORP | 243.9K | $41.9M | $26.8M | 2.10% | -45,665 | 2026-06-30 |
| 8 | NVST | ENVISTA HOLDINGS CORPORATION | 1.47M | $38.8M | $38.0M | 2.98% | +292.0K | 2026-06-30 |
| 9 | ROP | ROPER TECHNOLOGIES INC | 112.6K | $38.1M | $44.4M | 3.48% | +18.1K | 2026-06-30 |
| 10 | WLY | WILEY JOHN & SONS INC | 759.1K | $36.8M | $36.8M | 2.88% | -183,475 | 2026-06-30 |
| 11 | HSIC | SCHEIN HENRY INC | 421.1K | $35.2M | $37.4M | 2.93% | -63,100 | 2026-06-30 |
| 12 | LW | LAMB WESTON HLDGS INC | 791.5K | $34.2M | $38.2M | 2.99% | -199,225 | 2026-06-30 |
| 13 | GFL | GFL ENVIRONMENTAL INC | 878.9K | $32.3M | $37.5M | 2.93% | -50,950 | 2026-06-30 |
| 14 | WAY | WAYSTAR HLDG CORP | 1.56M | $32.0M | $38.8M | 3.04% | +609.7K | 2026-06-30 |
| 15 | PRMB | PRIMO BRANDS CORPORATION | 1.12M | $27.3M | $23.5M | 1.84% | -200,825 | 2026-06-30 |
| 16 | RYAN | RYAN SPECIALTY HOLDINGS INC | 710.7K | $26.8M | $28.2M | 2.21% | +408.8K | 2026-06-30 |
| 17 | IT | GARTNER INC | 197.6K | $25.6M | $38.9M | 3.05% | -32,021 | 2026-06-30 |
| 18 | BRO | BROWN & BROWN INC | 395.9K | $25.4M | $27.1M | 2.12% | -18,975 | 2026-06-30 |
| 19 | LPLA | LPL FINL HLDGS INC | 76.5K | $21.5M | $26.4M | 2.07% | -19,905 | 2026-06-30 |
| 20 | IQV | IQVIA HLDGS INC | 104.9K | $20.3M | $27.9M | 2.18% | -25,484 | 2026-06-30 |
| 21 | USFD | US FOODS HLDG CORP | 187.6K | $19.2M | $17.8M | 1.39% | -101,960 | 2026-06-30 |
| 22 | ENR | ENERGIZER HLDGS INC | 848.2K | $18.2M | $17.2M | 1.35% | -550,040 | 2026-06-30 |
| 23 | ABNB | AIRBNB INC | 121.7K | $17.4M | $20.8M | 1.63% | -27,407 | 2026-06-30 |
| 24 | LSTR | LANDSTAR SYS INC | 82.5K | $17.1M | $14.2M | 1.11% | -24,700 | 2026-06-30 |
| 25 | NEOG | NEOGEN CORP | 1.85M | $16.6M | $22.1M | 1.73% | -355,500 | 2026-06-30 |
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