Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Clarkston Capital Partners, LLC (CIK 1562855) reported $1.31B across 98 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: POST ($117.9M, 9.00%), CLVT ($108.4M, 8.27%), AMG ($86.8M, 6.62%), AVTR ($67.7M, 5.16%), CCCS ($57.5M, 4.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | POST | POST HLDGS INC | $117.9M | 9.00% | 1.2M | Trimmed |
| 2 | CLVT | CLARIVATE PLC | $108.4M | 8.27% | 42.8M | Trimmed |
| 3 | AMG | AFFILIATED MANAGERS GROUP | $86.8M | 6.62% | 313,708 | Trimmed |
| 4 | AVTR | AVANTOR INC | $67.7M | 5.16% | 8.6M | Trimmed |
| 5 | CCCS | CCC INTELLIGENT SOLUTIONS HL | $57.5M | 4.38% | 9.6M | Trimmed |
| 6 | LKQ | LKQ CORP | $45.2M | 3.45% | 1.5M | Trimmed |
| 7 | LW | LAMB WESTON HLDGS INC | $41.9M | 3.19% | 990,705 | Trimmed |
| 8 | GFL | GFL ENVIRONMENTAL INC | $38.8M | 2.96% | 929,859 | Trimmed |
| 9 | MIDD | MIDDLEBY CORP | $38.4M | 2.93% | 289,516 | Trimmed |
| 10 | IT | GARTNER INC | $36.4M | 2.77% | 229,592 | Added |
| 11 | WLY | WILEY JOHN & SONS INC | $35.9M | 2.74% | 942,556 | Trimmed |
| 12 | HSIC | SCHEIN HENRY INC | $35.7M | 2.72% | 484,174 | Trimmed |
| 13 | ROP | ROPER TECHNOLOGIES INC | $33.4M | 2.55% | 94,427 | Added |
| 14 | NVST | ENVISTA HOLDINGS CORPORATION | $30.0M | 2.29% | 1.2M | Trimmed |
| 15 | LPLA | LPL FINL HLDGS INC | $29.0M | 2.21% | 96,404 | Trimmed |
| 16 | TAP | MOLSON COORS BEVERAGE CO | $28.6M | 2.19% | 665,185 | Trimmed |
| 17 | BRO | BROWN & BROWN INC | $27.1M | 2.06% | 414,861 | Trimmed |
| 18 | USFD | US FOODS HLDG CORP | $26.7M | 2.04% | 289,575 | Trimmed |
| 19 | PRMB | PRIMO BRANDS CORPORATION | $24.8M | 1.89% | 1.3M | Trimmed |
| 20 | ENR | ENERGIZER HLDGS INC | $23.0M | 1.75% | 1.4M | Trimmed |
| 21 | WAY | WAYSTAR HLDG CORP | $22.9M | 1.75% | 950,531 | New |
| 22 | IQV | IQVIA HLDGS INC | $22.2M | 1.70% | 130,423 | Trimmed |
| 23 | BDX | BECTON DICKINSON & CO | $20.6M | 1.57% | 131,106 | Trimmed |
| 24 | NEOG | NEOGEN CORP | $20.5M | 1.56% | 2.2M | Trimmed |
| 25 | FTV | FORTIVE CORP | $19.2M | 1.47% | 347,730 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31