Clarkston Capital Partners, LLC
Clarkston Capital Partners, LLC reported 96 holdings worth US$1.18B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Clarkston Capital Partners, LLC reported 96 holdings worth US$1.18B as of Jun 30, 2026. Largest: Post Holdings, Inc., Affiliated Managers Group, Inc. and Avantor, Inc. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 96
- Value as reported
- US$1.18B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Post Holdings, Inc. | 1.21M | US$106M | 9.0% |
| Affiliated Managers Group, Inc. | 229K | US$77.4M | 6.5% |
| Avantor, Inc. | 6.79M | US$67.2M | 5.7% |
| Ccc Intelligent Solutions Holdings Inc. | 12.5M | US$64.6M | 5.5% |
| Lkq Corporation | 1.62M | US$42.6M | 3.6% |
| The Middleby Corporation | 244K | US$41.9M | 3.5% |
| Envista Holdings Corporation | 1.47M | US$38.8M | 3.3% |
| Roper Technologies, Inc. | 113K | US$38.1M | 3.2% |
| John Wiley & Sons, Inc. | 759K | US$36.8M | 3.1% |
| Henry Schein, Inc. | 421K | US$35.2M | 3.0% |
| Lamb Weston Holdings, Inc. | 791K | US$34.2M | 2.9% |
| Gfl Environmental Inc | 879K | US$32.3M | 2.7% |
| Waystar Holding Corp. | 1.56M | US$32M | 2.7% |
| Primo Brands Corporation | 1.12M | US$27.3M | 2.3% |
| Ryan Specialty Holdings, Inc. | 711K | US$26.8M | 2.3% |
| Gartner, Inc. | 198K | US$25.6M | 2.2% |
| Brown & Brown, Inc. | 396K | US$25.4M | 2.1% |
| Lpl Financial Holdings Inc. | 76,499 | US$21.5M | 1.8% |
| Iqvia Holdings, Inc. | 105K | US$20.3M | 1.7% |
| Us Foods Holding Corp. | 188K | US$19.2M | 1.6% |
| Energizer Holdings, Inc. | 848K | US$18.2M | 1.5% |
| Airbnb, Inc. | 122K | US$17.4M | 1.5% |
| Landstar System, Inc. | 82,510 | US$17.1M | 1.4% |
| Neogen Corporation | 1.85M | US$16.6M | 1.4% |
| Becton, Dickinson And Company | 107K | US$16.2M | 1.4% |
| Fidelity National Information Services, Inc. | 393K | US$15.3M | 1.3% |
| Fortive Corporation | 246K | US$15M | 1.3% |
| Ralliant Corporation | 196K | US$14.4M | 1.2% |
| Tyler Technologies, Inc. | 38,458 | US$11.2M | 0.95% |
| C.h. Robinson Worldwide, Inc. | 58,909 | US$11.1M | 0.94% |
| Charles Schwab Corporation (the) | 107K | US$9.84M | 0.83% |
| International Flavors & Fragrances, Inc. | 112K | US$8.86M | 0.75% |
| Veeva Systems Inc. | 43,915 | US$7.79M | 0.66% |
| Capital One Financial Corporation | 24,559 | US$4.93M | 0.42% |
| Alphabet Inc (google) Class C | 12,641 | US$4.52M | 0.38% |
| American Express Company | 12,679 | US$4.29M | 0.36% |
| Anheuser-busch Inbev Sa/nv | 44,034 | US$3.63M | 0.31% |
| Sysco Corporation | 40,425 | US$3.38M | 0.29% |
| Microsoft Corp. | 8,628 | US$3.22M | 0.27% |
| Danaher Corporation | 15,590 | US$2.97M | 0.25% |
| Pepsico, Inc. | 17,650 | US$2.39M | 0.20% |
| Paychex, Inc. | 22,709 | US$2.23M | 0.19% |
| Apple Inc | 7,547 | US$2.18M | 0.18% |
| Mastercard Incorporated | 4,191 | US$2.15M | 0.18% |
| Fedex Corporation | 6,618 | US$2.07M | 0.18% |
| Johnson & Johnson | 7,511 | US$1.91M | 0.16% |
| Keurig Dr Pepper Inc. | 56,653 | US$1.85M | 0.16% |
| Berkshire Hathaway Inc. | 3,212 | US$1.61M | 0.14% |
| Thermo Fisher Scientific Inc | 3,088 | US$1.55M | 0.13% |
| Davita Inc. | 6,954 | US$1.55M | 0.13% |
| Workday, Inc. | 12,566 | US$1.54M | 0.13% |
| Walt Disney Company (the) | 15,606 | US$1.5M | 0.13% |
| Salesforce, Inc. | 9,472 | US$1.48M | 0.13% |
| Verisk Analytics, Inc. | 7,738 | US$1.39M | 0.12% |
| Otis Worldwide Corporation | 19,093 | US$1.37M | 0.12% |
| Procter & Gamble Company (the) | 9,056 | US$1.33M | 0.11% |
| Credit Acceptance Corporation | 2,000 | US$1.27M | 0.11% |
| Zoetis Inc. | 16,053 | US$1.15M | 0.10% |
| O'reilly Automotive, Inc. | 11,475 | US$1.06M | 0.09% |
| Sun Communities, Inc. | 8,600 | US$1.03M | 0.09% |
| Servicenow, Inc. | 9,265 | US$920K | 0.08% |
| Equifax, Inc. | 5,331 | US$846K | 0.07% |
| Waste Management, Inc. | 3,786 | US$844K | 0.07% |
| Copart, Inc. | 27,029 | US$762K | 0.06% |
| Amazon.com, Inc. | 3,077 | US$733K | 0.06% |
| U.s. Bancorp | 9,752 | US$589K | 0.05% |
| Ford Mtr Co Del | 32,160 | US$447K | 0.04% |
| Nvidia Corporation | 1,990 | US$398K | 0.03% |
| Align Technology, Inc. | 2,000 | US$337K | 0.03% |
| Jp Morgan Chase & Co. | 1,000 | US$327K | 0.03% |
| Rtx Corporation | 1,608 | US$305K | 0.03% |
| Oracle Corporation | 2,000 | US$293K | 0.02% |
| Marsh | 1,700 | US$283K | 0.02% |
| Liberty Broadband Corporation | 8,225 | US$274K | 0.02% |
| Nicolet Bankshares Inc. | 1,555 | US$257K | 0.02% |
| Wells Fargo & Company | 2,650 | US$219K | 0.02% |
| Bellring Brands, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Idex Corporation | 0 | US$0 | 0.00% |
| Molson Coors Beverage Company | 0 | US$0 | 0.00% |
Source
View original at SEC
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