Clarkston Capital Partners, LLC
96 holdingsFiling period: 2026-06-30Current AUM: $1.34Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | POST | Post Hldgs Inc | 1.21M | $106.4M | $97.0M | 7.25% | +12.8K | 2026-06-30 |
| 2 | — | Clarivate PLC | 45.73M | $98.8M | $98.8M | 7.39% | +2.89M | 2026-06-30 |
| 3 | AMG | Affiliated Managers Group | 228.7K | $77.4M | $89.4M | 6.68% | -85,025 | 2026-06-30 |
| 4 | AVTR | Avantor Inc | 6.79M | $67.2M | $117.4M | 8.78% | -1,840,075 | 2026-06-30 |
| 5 | CCC | Ccc Intelligent Solutions HL | 12.52M | $64.6M | $96.4M | 7.21% | +2.94M | 2026-06-30 |
| 6 | LKQ | Lkq Corp | 1.62M | $42.6M | $27.9M | 2.09% | +79.5K | 2026-06-30 |
| 7 | MIDD | Middleby Corp | 243.9K | $41.9M | $27.9M | 2.09% | -45,665 | 2026-06-30 |
| 8 | NVST | Envista Holdings Corporation | 1.47M | $38.8M | $34.9M | 2.61% | +292.0K | 2026-06-30 |
| 9 | ROP | Roper Technologies Inc | 112.6K | $38.1M | $49.7M | 3.72% | +18.1K | 2026-06-30 |
| 10 | WLY | Wiley John & Sons Inc | 759.1K | $36.8M | $40.7M | 3.04% | -183,475 | 2026-06-30 |
| 11 | HSIC | Schein Henry Inc | 421.1K | $35.2M | $35.6M | 2.66% | -63,100 | 2026-06-30 |
| 12 | LW | Lamb Weston Hldgs Inc | 791.5K | $34.2M | $42.5M | 3.18% | -199,225 | 2026-06-30 |
| 13 | GFL | Gfl Environmental Inc | 878.9K | $32.3M | $40.1M | 3.00% | -50,950 | 2026-06-30 |
| 14 | WAY | Waystar Hldg Corp | 1.56M | $32.0M | $44.8M | 3.35% | +609.7K | 2026-06-30 |
| 15 | PRMB | Primo Brands Corporation | 1.12M | $27.3M | $21.9M | 1.64% | -200,825 | 2026-06-30 |
| 16 | RYAN | Ryan Specialty Holdings Inc | 710.7K | $26.8M | $31.6M | 2.36% | +408.8K | 2026-06-30 |
| 17 | IT | Gartner Inc | 197.6K | $25.6M | $45.6M | 3.41% | -32,021 | 2026-06-30 |
| 18 | BRO | Brown & Brown Inc | 395.9K | $25.4M | $28.1M | 2.10% | -18,975 | 2026-06-30 |
| 19 | LPLA | LPL Finl Hldgs Inc | 76.5K | $21.5M | $24.3M | 1.81% | -19,905 | 2026-06-30 |
| 20 | IQV | Iqvia Hldgs Inc | 104.9K | $20.3M | $28.7M | 2.15% | -25,484 | 2026-06-30 |
| 21 | USFD | US Foods Hldg Corp | 187.6K | $19.2M | $19.0M | 1.42% | -101,960 | 2026-06-30 |
| 22 | ENR | Energizer Hldgs Inc | 848.2K | $18.2M | $18.9M | 1.41% | -550,040 | 2026-06-30 |
| 23 | ABNB | Airbnb Inc | 121.7K | $17.4M | $20.8M | 1.56% | -27,407 | 2026-06-30 |
| 24 | LSTR | Landstar Sys Inc | 82.5K | $17.1M | $13.6M | 1.02% | -24,700 | 2026-06-30 |
| 25 | NEOG | Neogen Corp | 1.85M | $16.6M | $22.6M | 1.69% | -355,500 | 2026-06-30 |
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