Clarkston Capital Partners, LLC 13F Holdings · Q2 2026
Clarkston Capital Partners, LLC reported 96 securities worth $1.18B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: POST (8.99%), CLVT (8.34%), AMG (6.54%). Among its top 25 positions this quarter: 8 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | POST | POST HLDGS INC | $106.4M | 8.99% | 1.2M | Added |
| 2 | CLVT | CLARIVATE PLC | $98.8M | 8.34% | 45.7M | Added |
| 3 | AMG | AFFILIATED MANAGERS GROUP | $77.4M | 6.54% | 228,683 | Trimmed |
| 4 | AVTR | AVANTOR INC | $67.2M | 5.68% | 6.8M | Trimmed |
| 5 | CCC | CCC INTELLIGENT SOLUTIONS HL | $64.6M | 5.45% | 12.5M | Added |
| 6 | LKQ | LKQ CORP | $42.6M | 3.60% | 1.6M | Added |
| 7 | MIDD | MIDDLEBY CORP | $41.9M | 3.54% | 243,851 | Trimmed |
| 8 | NVST | ENVISTA HOLDINGS CORPORATION | $38.8M | 3.28% | 1.5M | Added |
| 9 | ROP | ROPER TECHNOLOGIES INC | $38.1M | 3.22% | 112,559 | Added |
| 10 | WLY | WILEY JOHN & SONS INC | $36.8M | 3.11% | 759,081 | Trimmed |
| 11 | HSIC | SCHEIN HENRY INC | $35.2M | 2.97% | 421,074 | Trimmed |
| 12 | LW | LAMB WESTON HLDGS INC | $34.2M | 2.89% | 791,480 | Trimmed |
| 13 | GFL | GFL ENVIRONMENTAL INC | $32.3M | 2.73% | 878,909 | Trimmed |
| 14 | WAY | WAYSTAR HLDG CORP | $32.0M | 2.71% | 1.6M | Added |
| 15 | PRMB | PRIMO BRANDS CORPORATION | $27.3M | 2.30% | 1.1M | Trimmed |
| 16 | RYAN | RYAN SPECIALTY HOLDINGS INC | $26.8M | 2.27% | 710,745 | Added |
| 17 | IT | GARTNER INC | $25.6M | 2.16% | 197,571 | Trimmed |
| 18 | BRO | BROWN & BROWN INC | $25.4M | 2.14% | 395,886 | Trimmed |
| 19 | LPLA | LPL FINL HLDGS INC | $21.5M | 1.82% | 76,499 | Trimmed |
| 20 | IQV | IQVIA HLDGS INC | $20.3M | 1.71% | 104,939 | Trimmed |
| 21 | USFD | US FOODS HLDG CORP | $19.2M | 1.62% | 187,615 | Trimmed |
| 22 | ENR | ENERGIZER HLDGS INC | $18.2M | 1.54% | 848,175 | Trimmed |
| 23 | ABNB | AIRBNB INC | $17.4M | 1.47% | 121,653 | Trimmed |
| 24 | LSTR | LANDSTAR SYS INC | $17.1M | 1.44% | 82,510 | Trimmed |
| 25 | NEOG | NEOGEN CORP | $16.6M | 1.40% | 1.8M | 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