Champlain Investment Partners, LLC 13F Holdings · Q2 2026
Champlain Investment Partners, LLC reported 129 securities worth $3.89B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NTNX (2.66%), P (2.31%), ESAB (1.92%). Among its top 25 positions this quarter: 25 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NTNX | NUTANIX INC | $103.7M | 2.66% | 2.0M | Trimmed |
| 2 | P | EVERPURE INC | $90.1M | 2.31% | 1.1M | Trimmed |
| 3 | ESAB | ESAB CORPORATION | $74.6M | 1.92% | 756,078 | Trimmed |
| 4 | PEN | PENUMBRA INC | $69.2M | 1.78% | 219,032 | Trimmed |
| 5 | WH | WYNDHAM HOTELS & RESORTS INC | $59.9M | 1.54% | 711,343 | Trimmed |
| 6 | SFM | SPROUTS FMRS MKT INC | $59.1M | 1.52% | 698,367 | Trimmed |
| 7 | CFR | CULLEN FROST BANKERS INC | $58.7M | 1.51% | 379,610 | Trimmed |
| 8 | OKTA | OKTA INC | $56.4M | 1.45% | 412,985 | Trimmed |
| 9 | CBSH | COMMERCE BANCSHARES INC | $56.1M | 1.44% | 971,864 | Trimmed |
| 10 | MSA | MSA SAFETY INC | $55.9M | 1.44% | 320,243 | Trimmed |
| 11 | CAVA | CAVA GROUP INC | $55.0M | 1.41% | 701,117 | Trimmed |
| 12 | SNPS | SYNOPSYS INC | $54.1M | 1.39% | 121,225 | Trimmed |
| 13 | FND | FLOOR & DECOR HLDGS INC | $53.6M | 1.38% | 903,527 | Trimmed |
| 14 | NOVT | NOVANTA INC | $52.9M | 1.36% | 326,007 | Trimmed |
| 15 | CVLT | COMMVAULT SYS INC | $48.4M | 1.24% | 341,569 | Trimmed |
| 16 | SPXC | SPX TECHNOLOGIES INC | $47.6M | 1.22% | 194,289 | Trimmed |
| 17 | EOG | EOG RES INC | $46.7M | 1.20% | 360,035 | Trimmed |
| 18 | AAON | AAON INC | $45.9M | 1.18% | 361,641 | Trimmed |
| 19 | SSD | SIMPSON MFG INC | $45.0M | 1.16% | 214,765 | Trimmed |
| 20 | RGEN | REPLIGEN CORP | $43.5M | 1.12% | 318,955 | Trimmed |
| 21 | TPL | TEXAS PACIFIC LAND CORPORATI | $43.6M | 1.12% | 99,600 | Trimmed |
| 22 | TW | TRADEWEB MKTS INC | $43.3M | 1.11% | 434,812 | Trimmed |
| 23 | VEEV | VEEVA SYS INC | $43.3M | 1.11% | 244,074 | Trimmed |
| 24 | FAST | FASTENAL CO | $42.8M | 1.10% | 891,285 | Trimmed |
| 25 | WING | WINGSTOP INC | $42.6M | 1.09% | 245,379 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR