Clarkston Capital Partners, LLC

Est. AUM

$1.31B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	POST HLDGS INC	COM	$117.9M	1193067	9.01%	SOLE
2	CLARIVATE PLC	ORD SHS	$108.4M	42846530	8.28%	SOLE
3	AFFILIATED MANAGERS GROUP	COM	$86.8M	313708	6.63%	SOLE
4	AVANTOR INC	COM	$67.7M	8629389	5.17%	SOLE
5	CCC INTELLIGENT SOLUTIONS HL	COM	$57.5M	9576746	4.39%	SOLE
6	LKQ CORP	COM	$45.2M	1537743	3.45%	SOLE
7	LAMB WESTON HLDGS INC	COM	$41.9M	990705	3.20%	SOLE
8	GFL ENVIRONMENTAL INC	SUB VTG SHS	$38.8M	929859	2.96%	SOLE
9	MIDDLEBY CORP	COM	$38.4M	289516	2.93%	SOLE
10	GARTNER INC	COM	$36.4M	229592	2.78%	SOLE
11	WILEY JOHN & SONS INC	CL A	$35.9M	942556	2.74%	SOLE
12	SCHEIN HENRY INC	COM	$35.7M	484174	2.73%	SOLE
13	ROPER TECHNOLOGIES INC	COM	$33.4M	94427	2.55%	SOLE
14	ENVISTA HOLDINGS CORPORATION	COM	$30.0M	1182055	2.29%	SOLE
15	LPL FINL HLDGS INC	COM	$29.0M	96404	2.21%	SOLE
16	MOLSON COORS BEVERAGE CO	CL B	$28.6M	665185	2.19%	SOLE
17	BROWN & BROWN INC	COM	$27.1M	414861	2.07%	SOLE
18	US FOODS HLDG CORP	COM	$26.7M	289575	2.04%	SOLE
19	PRIMO BRANDS CORPORATION	CLASS A COM SHS	$24.8M	1316352	1.89%	SOLE
20	ENERGIZER HLDGS INC	COM	$23.0M	1398215	1.75%	SOLE
21	WAYSTAR HLDG CORP	COM	$22.9M	950531	1.75%	SOLE
22	IQVIA HLDGS INC	COM	$22.2M	130423	1.70%	SOLE
23	BECTON DICKINSON & CO	COM	$20.6M	131106	1.57%	SOLE
24	NEOGEN CORP	COM	$20.5M	2204788	1.56%	SOLE
25	FORTIVE CORP	COM	$19.2M	347730	1.47%	SOLE
26	C H ROBINSON WORLDWIDE IN	COM NEW	$19.2M	115533	1.47%	SOLE
27	AIRBNB INC	COM CL A	$18.8M	149060	1.44%	SOLE
28	FIDELITY NATL INFORMATION SV	COM	$18.7M	397875	1.43%	SOLE
29	LANDSTAR SYS INC	COM	$17.2M	107210	1.31%	SOLE
30	RALLIANT CORP	COM	$16.0M	384747	1.22%	SOLE
31	INTERNATIONAL FLAVORS&FRAGRA	COM	$11.5M	158670	0.88%	SOLE
32	SCHWAB CHARLES CORP	COM	$11.5M	122357	0.88%	SOLE
33	ALIGN TECHNOLOGY INC	COM	$10.3M	59975	0.79%	SOLE
34	RYAN SPECIALTY HOLDINGS INC	CL A	$10.2M	301915	0.78%	SOLE
35	FEDEX CORP	COM	$9.6M	27005	0.73%	SOLE
36	WILLIS TOWERS WATSON PLC LTD	SHS	$9.4M	32180	0.71%	SOLE
37	COPART INC	COM	$7.7M	233076	0.59%	SOLE
38	BELLRING BRANDS INC	COMMON STOCK	$7.2M	446768	0.55%	SOLE
39	CAPITAL ONE FINL CORP	COM	$7.0M	38375	0.53%	SOLE
40	IDEX CORP	COM	$6.9M	36260	0.52%	SOLE
41	SPDR SERIES TRUST	STATE STREET SPD	$5.6M	61215	0.43%	SOLE
42	ANHEUSER BUSCH INBEV SA NV	SPONSORED ADR	$5.6M	80465	0.43%	SOLE
43	AMERICAN EXPRESS CO	COM	$4.4M	14664	0.34%	SOLE
44	ALPHABET INC	CAP STK CL A	$3.9M	13638	0.30%	SOLE
45	MICROSOFT CORP	COM	$3.6M	9611	0.27%	SOLE
46	DANAHER CORP DEL	COM	$3.4M	18080	0.26%	SOLE
47	SYSCO CORP	COM	$3.2M	44964	0.24%	SOLE
48	DISNEY WALT CO	COM	$3.2M	32696	0.24%	SOLE
49	PEPSICO INC	COM	$3.1M	20183	0.24%	SOLE
50	APPLE INC	COM	$2.8M	11033	0.21%	SOLE

1–50 of 98

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.