13F HOLDINGS REPORT
Champlain Investment Partners, LLC
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001315478-23-000048
Total Value
$15.41B
Positions
126
Other Managers
0
Confidential Omitted
No
Holdings (126)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PURE STORAGE INC | 74624M102 | 12,745,983 | $454.0M | 2.95% |
| 2 | FORTIVE CORP | FTV | 5,194,811 | $385.2M | 2.50% |
| 3 | EVEREST GROUP LTD | EG | 1,003,440 | $372.9M | 2.42% |
| 4 | AMETEK INC | AME | 2,473,220 | $365.4M | 2.37% |
| 5 | NUTANIX INC | NTNX | 10,303,836 | $359.4M | 2.33% |
| 6 | OKTA INC | OKTA | 4,195,962 | $342.0M | 2.22% |
| 7 | WORKDAY INC | WDAY | 1,322,816 | $284.2M | 1.84% |
| 8 | ZSCALER INC | ZS | 1,694,660 | $263.7M | 1.71% |
| 9 | VEEVA SYS INC | VEEV | 1,256,377 | $255.6M | 1.66% |
| 10 | FRESHPET INC | FRPT | 3,797,098 | $250.2M | 1.62% |
| 11 | IDEX CORP | 45167R104 | 1,142,816 | $237.7M | 1.54% |
| 12 | STERIS PLC | STE | 1,078,477 | $236.6M | 1.54% |
| 13 | NORDSON CORP | NDSN | 1,032,860 | $230.5M | 1.50% |
| 14 | WATERS CORP | 941848103 | 803,634 | $220.4M | 1.43% |
| 15 | TORO CO | TORO | 2,488,206 | $206.8M | 1.34% |
| 16 | DEXCOM INC | DXCM | 2,157,718 | $201.3M | 1.31% |
| 17 | XYLEM INC | XYL | 2,181,971 | $198.6M | 1.29% |
| 18 | CULLEN FROST BANKERS INC | CFR-PB | 2,154,377 | $196.5M | 1.28% |
| 19 | HORMEL FOODS CORP | HRL | 5,163,022 | $196.3M | 1.27% |
| 20 | EDWARDS LIFESCIENCES CORP | EW | 2,767,323 | $191.7M | 1.24% |
| 21 | FACTSET RESH SYS INC | 303075105 | 433,007 | $189.3M | 1.23% |
| 22 | AUTODESK INC | ADSK | 900,670 | $186.4M | 1.21% |
| 23 | BIO-TECHNE CORP | TECH | 2,692,309 | $183.3M | 1.19% |
| 24 | PLANET FITNESS INC | PLNT | 3,672,185 | $180.6M | 1.17% |
| 25 | TRADEWEB MKTS INC | 892672106 | 2,207,240 | $177.0M | 1.15% |
| 26 | ALIGN TECHNOLOGY INC | ALGN | 578,182 | $176.5M | 1.15% |
| 27 | NEW RELIC INC | 64829B100 | 1,979,589 | $169.5M | 1.10% |
| 28 | BATH & BODY WORKS INC | BBWI | 4,923,710 | $166.4M | 1.08% |
| 29 | SYNOPSYS INC | SNPS | 351,991 | $161.6M | 1.05% |
| 30 | MONGODB INC | MDB | 463,269 | $160.2M | 1.04% |
| 31 | JOHN BEAN TECHNOLOGIES CORP | JBTM | 1,518,258 | $159.6M | 1.04% |
| 32 | TOAST INC | TOST | 8,381,365 | $157.0M | 1.02% |
| 33 | HOSTESS BRANDS INC | 44109J106 | 4,696,565 | $156.4M | 1.02% |
| 34 | MCCORMICK & CO INC | MKC-V | 2,066,377 | $156.3M | 1.01% |
| 35 | METTLER TOLEDO INTERNATIONAL | MTD | 139,282 | $154.3M | 1.00% |
| 36 | TRACTOR SUPPLY CO | TSCO | 745,793 | $151.4M | 0.98% |
| 37 | CLOROX CO DEL | CLX | 1,151,604 | $150.9M | 0.98% |
| 38 | RBC BEARINGS INC | RBC | 643,145 | $150.6M | 0.98% |
| 39 | PALO ALTO NETWORKS INC | PANW | 632,748 | $148.3M | 0.96% |
| 40 | GALLAGHER ARTHUR J & CO | 363576109 | 647,440 | $147.6M | 0.96% |
| 41 | KEYSIGHT TECHNOLOGIES INC | KEYS | 1,051,445 | $139.1M | 0.90% |
| 42 | AKAMAI TECHNOLOGIES INC | AKAM | 1,302,553 | $138.8M | 0.90% |
| 43 | ROCKWELL AUTOMATION INC | ROK | 483,287 | $138.2M | 0.90% |
| 44 | BROWN FORMAN CORP | BF-B | 2,393,935 | $138.1M | 0.90% |
| 45 | ANSYS INC | 03662Q105 | 461,715 | $137.4M | 0.89% |
| 46 | ULTA BEAUTY INC | ULTA | 341,400 | $136.4M | 0.89% |
| 47 | REPLIGEN CORP | RGEN | 855,190 | $136.0M | 0.88% |
| 48 | DENTSPLY SIRONA INC | XRAY | 3,869,852 | $132.2M | 0.86% |
| 49 | SMUCKER J M CO | 832696405 | 1,054,575 | $129.6M | 0.84% |
| 50 | GRACO INC | GGG | 1,768,437 | $128.9M | 0.84% |
| 51 | ESCO TECHNOLOGIES INC | ESE | 1,216,467 | $127.0M | 0.82% |
| 52 | COOPER COS INC | 216648402 | 397,790 | $126.5M | 0.82% |
| 53 | RYAN SPECIALTY HOLDINGS INC | RYAN | 2,553,247 | $123.6M | 0.80% |
| 54 | NORTHERN TR CORP | NTRSO | 1,725,731 | $119.9M | 0.78% |
| 55 | SELECTIVE INS GROUP INC | 816300107 | 1,126,980 | $116.3M | 0.75% |
| 56 | AXONICS INC | 05465P101 | 2,013,401 | $113.0M | 0.73% |
| 57 | FRESHWORKS INC | FRSH | 5,661,166 | $112.8M | 0.73% |
| 58 | ABCAM PLC | 000380204 | 4,877,046 | $110.4M | 0.72% |
| 59 | SIMPLY GOOD FOODS CO | SMPL | 3,136,239 | $108.3M | 0.70% |
| 60 | LANCASTER COLONY CORP | MZTI | 651,329 | $107.5M | 0.70% |
| 61 | SMARTSHEET INC | 83200N103 | 2,626,630 | $106.3M | 0.69% |
| 62 | MGP INGREDIENTS INC NEW | MGPI | 985,967 | $104.0M | 0.68% |
| 63 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 273,745 | $102.7M | 0.67% |
| 64 | CSW INDUSTRIALS INC | CSW | 552,485 | $96.8M | 0.63% |
| 65 | GLOBUS MED INC | GMED | 1,917,376 | $95.2M | 0.62% |
| 66 | CONMED CORP | CNMD | 943,260 | $95.1M | 0.62% |
| 67 | INSPIRE MED SYS INC | 457730109 | 469,545 | $93.2M | 0.60% |
| 68 | INTEGRA LIFESCIENCES HLDGS C | IART | 2,438,829 | $93.1M | 0.60% |
| 69 | IDEXX LABS INC | 45168D104 | 212,909 | $93.1M | 0.60% |
| 70 | MSA SAFETY INC | MNESP | 582,829 | $91.9M | 0.60% |
| 71 | LAMB WESTON HLDGS INC | LW | 988,145 | $91.4M | 0.59% |
| 72 | WORKIVA INC | WK | 891,183 | $90.3M | 0.59% |
| 73 | ALBANY INTL CORP | 012348108 | 1,011,045 | $87.2M | 0.57% |
| 74 | BOX INC | BXCAP | 3,596,118 | $87.1M | 0.57% |
| 75 | BRP GROUP INC | 05589G102 | 3,741,785 | $86.9M | 0.56% |
| 76 | LESLIES INC | 527064109 | 15,342,122 | $86.8M | 0.56% |
| 77 | ADVANCE AUTO PARTS INC | AAP | 1,546,478 | $86.5M | 0.56% |
| 78 | PENUMBRA INC | PEN | 353,390 | $85.5M | 0.55% |
| 79 | INNOSPEC INC | IOSP | 823,030 | $84.1M | 0.55% |
| 80 | STANDEX INTL CORP | 854231107 | 571,833 | $83.3M | 0.54% |
| 81 | NEOGEN CORP | NEOG | 4,389,022 | $81.4M | 0.53% |
| 82 | ATRICURE INC | ATRC | 1,851,540 | $81.1M | 0.53% |
| 83 | UTZ BRANDS INC | UTZ | 5,940,140 | $79.8M | 0.52% |
| 84 | RB GLOBAL INC | RBA | 1,213,583 | $75.8M | 0.49% |
| 85 | WILEY JOHN & SONS INC | 968223206 | 2,002,675 | $74.4M | 0.48% |
| 86 | HAYWARD HLDGS INC | HAYW | 5,216,420 | $73.6M | 0.48% |
| 87 | SOVOS BRANDS INC | 84612U107 | 3,213,224 | $72.5M | 0.47% |
| 88 | OMNICELL COM | OMCL | 1,584,420 | $71.4M | 0.46% |
| 89 | WINGSTOP INC | WING | 392,420 | $70.6M | 0.46% |
| 90 | J & J SNACK FOODS CORP | JJSF | 430,841 | $70.5M | 0.46% |
| 91 | CENTRAL GARDEN & PET CO | CENTA | 1,752,991 | $70.3M | 0.46% |
| 92 | SENSIENT TECHNOLOGIES CORP | SXT | 1,136,852 | $66.5M | 0.43% |
| 93 | SHAKE SHACK INC | SHAK | 1,094,865 | $63.6M | 0.41% |
| 94 | ASANA INC | ASAN | 3,339,605 | $61.1M | 0.40% |
| 95 | DOMINOS PIZZA INC | DPZ | 160,887 | $60.9M | 0.40% |
| 96 | BRAZE INC | BRZE | 1,293,395 | $60.4M | 0.39% |
| 97 | NOVANTA INC | NOVTU | 419,512 | $60.2M | 0.39% |
| 98 | FIRST FINL BANKSHARES INC | 32020R109 | 2,339,641 | $58.8M | 0.38% |
| 99 | PALOMAR HLDGS INC | PLMR | 1,120,980 | $56.9M | 0.37% |
| 100 | Q2 HLDGS INC | QTWO | 1,757,569 | $56.7M | 0.37% |
| 101 | EUROPEAN WAX CTR INC | 29882P106 | 3,468,357 | $56.2M | 0.36% |
| 102 | SERVISFIRST BANCSHARES INC | SFBS | 989,269 | $51.6M | 0.34% |
| 103 | PROCEPT BIOROBOTICS CORP | PRCT | 1,568,394 | $51.5M | 0.33% |
| 104 | VERACYTE INC | VCYT | 2,304,200 | $51.5M | 0.33% |
| 105 | BANCFIRST CORP | BANFP | 590,203 | $51.2M | 0.33% |
| 106 | TRIMAS CORP | TRS | 2,056,214 | $50.9M | 0.33% |
| 107 | TENABLE HLDGS INC | 88025T102 | 1,050,136 | $47.0M | 0.31% |
| 108 | WSFS FINL CORP | 929328102 | 1,200,357 | $43.8M | 0.28% |
| 109 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 557,046 | $43.0M | 0.28% |
| 110 | COMMUNITY BK SYS INC | CBU | 1,017,778 | $43.0M | 0.28% |
| 111 | MONTROSE ENVIRONMENTAL GROUP | MEG | 1,457,359 | $42.6M | 0.28% |
| 112 | BARNES GROUP INC | 067806109 | 1,249,340 | $42.4M | 0.28% |
| 113 | GERMAN AMERN BANCORP INC | 373865104 | 1,512,056 | $41.0M | 0.27% |
| 114 | TRANSCAT INC | TRNS | 392,917 | $38.5M | 0.25% |
| 115 | SALLY BEAUTY HLDGS INC | SBH | 4,312,979 | $36.1M | 0.23% |
| 116 | SKYWARD SPECIALTY INS GROUP | 830940102 | 1,245,335 | $34.1M | 0.22% |
| 117 | STOCK YDS BANCORP INC | 861025104 | 858,846 | $33.7M | 0.22% |
| 118 | TANDEM DIABETES CARE INC | TNDM | 1,615,879 | $33.6M | 0.22% |
| 119 | INDEPENDENT BK CORP MASS | 453836108 | 682,695 | $33.5M | 0.22% |
| 120 | AMERISAFE INC | AMSF | 656,671 | $32.9M | 0.21% |
| 121 | JAMES RIV GROUP LTD | G5005R107 | 1,490,745 | $22.9M | 0.15% |
| 122 | OUTSET MED INC | OM | 1,926,544 | $21.0M | 0.14% |
| 123 | BOWLERO CORP | LUCK | 2,079,410 | $20.0M | 0.13% |
| 124 | ENERPAC TOOL GROUP CORP | EPAC | 542,895 | $14.3M | 0.09% |
| 125 | SI-BONE INC | SIBN | 432,247 | $9.2M | 0.06% |
| 126 | SERVICENOW INC | NOW | 580 | $324,197 | 0.00% |