Holdings
Clarkston Partners Fund
As of Jun 30, 2026, Clarkston Partners Fund reported 26 positions worth US$286M. Largest: Post Holdings, Inc., Clarivate Plc and Affiliated Managers Group, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Post Holdings, Inc. | 300K | US$26.5M | no change | Jun 30, 2026 |
| Clarivate Plc | 11.8M | US$25.4M | −2.05M | Jun 30, 2026 |
| Affiliated Managers Group, Inc. | 70,000 | US$23.7M | −18,000 | Jun 30, 2026 |
| Avantor, Inc. | 1.77M | US$17.5M | −580K | Jun 30, 2026 |
| Ccc Intelligent Solutions Holdings Inc. | 3.3M | US$17M | +200K | Jun 30, 2026 |
| John Wiley & Sons, Inc. | 325K | US$15.8M | −60,000 | Jun 30, 2026 |
| The Middleby Corporation | 77,000 | US$13.2M | −6,000 | Jun 30, 2026 |
| Energizer Holdings, Inc. | 565K | US$12.1M | −80,000 | Jun 30, 2026 |
| Envista Holdings Corporation | 450K | US$11.9M | −25,000 | Jun 30, 2026 |
| Lkq Corporation | 410K | US$10.8M | −10,000 | Jun 30, 2026 |