13F HOLDINGS REPORT
Clarkston Capital Partners, LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001398344-25-015184
Total Value
$4.71B
Positions
155
Other Managers
0
Confidential Omitted
No
Holdings (155)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | POST HLDGS INC | POST | 3,043,770 | $331.9M | 7.05% |
| 2 | Clarivate PLC | CLVT | 70,030,431 | $301.1M | 6.39% |
| 3 | AFFILIATED MANAGERS GROUP IN | MGRE | 1,435,354 | $282.4M | 6.00% |
| 4 | LPL FINL HLDGS INC | 50212V100 | 598,782 | $224.5M | 4.77% |
| 5 | US FOODS HLDG CORP | USFD | 2,708,185 | $208.6M | 4.43% |
| 6 | Avantor Inc | AVTR | 13,982,090 | $188.2M | 4.00% |
| 7 | LAMB WESTON HLDGS INC | LW | 3,406,959 | $176.7M | 3.75% |
| 8 | MOLSON COORS BEVERAGE CO | TAP-A | 3,601,775 | $173.2M | 3.68% |
| 9 | GFL ENVIRONMENTAL INC | GFL | 3,064,520 | $154.6M | 3.28% |
| 10 | WILLIS TOWERS WATSON PLC LTD | WTW | 471,771 | $144.6M | 3.07% |
| 11 | SYSCO CORP | SYY | 1,888,853 | $143.1M | 3.04% |
| 12 | C H ROBINSON WORLDWIDE INC | CHRW | 1,416,507 | $135.9M | 2.89% |
| 13 | HENRY SCHEIN INC | HSIC | 1,587,820 | $116.0M | 2.46% |
| 14 | MIDDLEBY CORP | MIDD | 692,764 | $99.8M | 2.12% |
| 15 | LKQ CORP | LKQ | 2,612,257 | $96.7M | 2.05% |
| 16 | ENERGIZER HLDGS INC NEW | ENR | 4,789,400 | $96.6M | 2.05% |
| 17 | Envista Holdings Corporation | NVST | 4,703,330 | $91.9M | 1.95% |
| 18 | WILEY JOHN & SONS INC | 968223206 | 1,892,495 | $84.5M | 1.79% |
| 19 | Brown & Brown Inc | BRO | 745,985 | $82.7M | 1.76% |
| 20 | SCHWAB CHARLES CORP | SCHW-PJ | 904,319 | $82.5M | 1.75% |
| 21 | CCC INTELLIGENT SOLUTIONS HL | CCC | 8,414,540 | $79.2M | 1.68% |
| 22 | FEDEX CORP | FDX | 340,240 | $77.3M | 1.64% |
| 23 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 1,034,827 | $71.1M | 1.51% |
| 24 | HILLENBRAND INC | 431571108 | 3,346,801 | $67.2M | 1.43% |
| 25 | Neogen Corp | NEOG | 14,005,725 | $66.9M | 1.42% |
| 26 | WARNER BROS DISCOVERY INC | WBD | 4,717,650 | $54.1M | 1.15% |
| 27 | BECTON DICKINSON & CO | BDX | 296,743 | $51.1M | 1.09% |
| 28 | MICROSOFT CORP | MSFT | 100,370 | $49.9M | 1.06% |
| 29 | CAPITAL ONE FINL CORP | 14040H105 | 232,262 | $49.4M | 1.05% |
| 30 | AMERICAN EXPRESS CO | AXP | 146,172 | $46.6M | 0.99% |
| 31 | IQVIA HLDGS INC | IQV | 261,975 | $41.3M | 0.88% |
| 32 | MEDPACE HLDGS INC | MEDP | 129,259 | $40.6M | 0.86% |
| 33 | COMCAST CORP NEW | CCZ | 975,594 | $34.8M | 0.74% |
| 34 | APPLE INC | AAPL | 155,692 | $31.9M | 0.68% |
| 35 | US BANCORP DEL | USB-PS | 688,187 | $31.1M | 0.66% |
| 36 | MID-AMER APT CMNTYS INC | 59522J103 | 210,000 | $31.1M | 0.66% |
| 37 | DISNEY WALT CO | 254687106 | 245,123 | $30.4M | 0.65% |
| 38 | Paychex Inc | PAYX | 204,137 | $29.7M | 0.63% |
| 39 | FORTIVE CORP | FTV | 566,260 | $29.5M | 0.63% |
| 40 | ALPHABET INC | GOOG | 165,916 | $29.2M | 0.62% |
| 41 | KENVUE INC | KVUE | 1,337,353 | $28.0M | 0.59% |
| 42 | LANDSTAR SYS INC | LSTR | 195,775 | $27.2M | 0.58% |
| 43 | Pepsico Inc | PEP | 202,121 | $26.7M | 0.57% |
| 44 | UNITED PARCEL SERVICE INC | UPS | 230,922 | $23.3M | 0.49% |
| 45 | MasterCard Incorporated | MA | 41,253 | $23.2M | 0.49% |
| 46 | ALIGN TECHNOLOGY INC | ALGN | 112,365 | $21.3M | 0.45% |
| 47 | Diageo PLC | DGEAF | 194,684 | $19.6M | 0.42% |
| 48 | Keurig Dr Pepper Inc | KDP | 589,262 | $19.5M | 0.41% |
| 49 | PROCTER AND GAMBLE CO | 742718109 | 121,174 | $19.3M | 0.41% |
| 50 | Medtronic PLC | MDT | 217,197 | $18.9M | 0.40% |
| 51 | Johnson & Johnson | JNJ | 121,857 | $18.6M | 0.40% |
| 52 | IDEX CORP | 45167R104 | 100,035 | $17.6M | 0.37% |
| 53 | WASTE MGMT INC DEL | 94106L109 | 70,552 | $16.1M | 0.34% |
| 54 | Danaher Corporation | 235851102 | 78,999 | $15.6M | 0.33% |
| 55 | Airbnb Inc | ABNB | 106,499 | $14.1M | 0.30% |
| 56 | Thermo Fisher Scientific Inc | TMO | 33,477 | $13.6M | 0.29% |
| 57 | SPDR SERIES TRUST | 78468R663 | 147,783 | $13.6M | 0.29% |
| 58 | Meta Platforms Inc | META | 16,221 | $12.0M | 0.25% |
| 59 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 162,320 | $11.9M | 0.25% |
| 60 | Blackstone Inc | BX | 75,325 | $11.3M | 0.24% |
| 61 | OTIS WORLDWIDE CORP | OTIS | 95,197 | $9.4M | 0.20% |
| 62 | SERVISFIRST BANCSHARES INC | SFBS | 120,000 | $9.3M | 0.20% |
| 63 | Ralliant Corp | RAL | 188,753 | $9.2M | 0.19% |
| 64 | GARTNER INC | IT | 21,975 | $8.9M | 0.19% |
| 65 | ELI LILLY & CO | LLY | 10,050 | $7.8M | 0.17% |
| 66 | GOLDMAN SACHS GROUP INC | GSCE | 10,000 | $7.1M | 0.15% |
| 67 | ENTERPRISE PRODS PARTNERS L | 293792107 | 201,400 | $6.2M | 0.13% |
| 68 | EXXON MOBIL CORP | XOM | 54,982 | $5.9M | 0.13% |
| 69 | LESLIES INC | 527064109 | 14,037,110 | $5.9M | 0.13% |
| 70 | CISCO SYS INC | CSCO | 77,700 | $5.4M | 0.11% |
| 71 | FIDELITY NATL INFORMATION SV | 31620M106 | 63,000 | $5.1M | 0.11% |
| 72 | PHILIP MORRIS INTL INC | 718172109 | 25,900 | $4.7M | 0.10% |
| 73 | COSTCO WHSL CORP NEW | 22160K105 | 3,785 | $3.7M | 0.08% |
| 74 | VANGUARD INDEX FDS | 922908363 | 6,104 | $3.5M | 0.07% |
| 75 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4 | $2.9M | 0.06% |
| 76 | SOUTHERN CO | SOMN | 30,000 | $2.8M | 0.06% |
| 77 | SPDR S&P 500 ETF TR | SPY | 4,325 | $2.7M | 0.06% |
| 78 | CHEVRON CORP NEW | CVX | 18,474 | $2.6M | 0.06% |
| 79 | NUCOR CORP | NUE | 20,000 | $2.6M | 0.06% |
| 80 | BANK AMERICA CORP | 060505104 | 54,000 | $2.6M | 0.05% |
| 81 | HOME DEPOT INC | HD | 6,797 | $2.5M | 0.05% |
| 82 | DUKE ENERGY CORP NEW | DUKB | 20,210 | $2.4M | 0.05% |
| 83 | ISHARES TR | 464287200 | 3,548 | $2.2M | 0.05% |
| 84 | COCA COLA CO | KO | 30,915 | $2.2M | 0.05% |
| 85 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 46,000 | $2.1M | 0.05% |
| 86 | ENERGY TRANSFER L P | ET-PI | 115,000 | $2.1M | 0.04% |
| 87 | INTERNATIONAL BUSINESS MACHS | INTR | 7,050 | $2.1M | 0.04% |
| 88 | CREDIT ACCEP CORP MICH | 225310101 | 4,000 | $2.0M | 0.04% |
| 89 | PFIZER INC | PFE | 81,688 | $2.0M | 0.04% |
| 90 | VICI PPTYS INC | 925652109 | 60,000 | $2.0M | 0.04% |
| 91 | ISHARES TR | 464287614 | 4,351 | $1.8M | 0.04% |
| 92 | ALPHABET INC | GOOG | 10,320 | $1.8M | 0.04% |
| 93 | MCDONALDS CORP | MCD | 5,650 | $1.7M | 0.04% |
| 94 | PRUDENTIAL FINL INC | PUKPF | 15,000 | $1.6M | 0.03% |
| 95 | Stryker Corporation | SYK | 4,072 | $1.6M | 0.03% |
| 96 | MERCK & CO INC | MRK | 20,250 | $1.6M | 0.03% |
| 97 | SPDR INDEX SHS FDS | 78463X889 | 39,500 | $1.6M | 0.03% |
| 98 | Eversource Energy | ES | 25,000 | $1.6M | 0.03% |
| 99 | AMAZON COM INC | AMZN | 7,135 | $1.6M | 0.03% |
| 100 | ISHARES TR | 464287200 | 2,471 | $1.5M | 0.03% |
| 101 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2 | $1.5M | 0.03% |
| 102 | AMERICAN WTR WKS CO INC NEW | 030420103 | 10,000 | $1.4M | 0.03% |
| 103 | ORACLE CORP | ORCL-PD | 6,222 | $1.4M | 0.03% |
| 104 | INTUITIVE SURGICAL INC | ISRG | 2,482 | $1.3M | 0.03% |
| 105 | Visa Inc | V | 3,763 | $1.3M | 0.03% |
| 106 | OREILLY AUTOMOTIVE INC | 67103H107 | 14,475 | $1.3M | 0.03% |
| 107 | AMAZON COM INC | AMZN | 5,488 | $1.2M | 0.03% |
| 108 | FIRST MERCHANTS CORP | FRMEP | 31,113 | $1.2M | 0.03% |
| 109 | TEXAS INSTRS INC | 882508104 | 5,200 | $1.1M | 0.02% |
| 110 | NVIDIA CORPORATION | NVDA | 6,795 | $1.1M | 0.02% |
| 111 | Tesla Inc | TSLA | 3,175 | $1.0M | 0.02% |
| 112 | Davita Inc | DVA | 6,954 | $990,597 | 0.02% |
| 113 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,996 | $969,597 | 0.02% |
| 114 | ABBOTT LABS | ABLZF | 6,842 | $930,580 | 0.02% |
| 115 | OLD NATL BANCORP IND | 680033107 | 37,353 | $797,113 | 0.02% |
| 116 | ACCENTURE PLC IRELAND | ACN | 2,650 | $792,058 | 0.02% |
| 117 | ILLINOIS TOOL WKS INC | 452308109 | 2,845 | $703,426 | 0.01% |
| 118 | BOSTON SCIENTIFIC CORP | BSX | 6,500 | $698,165 | 0.01% |
| 119 | AUTOMATIC DATA PROCESSING IN | ADP | 2,260 | $696,984 | 0.01% |
| 120 | ISHARES TR | 464287507 | 11,125 | $689,972 | 0.01% |
| 121 | Palantir Technologies Inc | PLTR | 4,810 | $655,699 | 0.01% |
| 122 | JPMorgan Chase & Co. | VYLD | 2,145 | $621,750 | 0.01% |
| 123 | ISHARES TR | 464287234 | 12,250 | $590,940 | 0.01% |
| 124 | LIBERTY BROADBAND CORP | LBRDP | 6,000 | $590,280 | 0.01% |
| 125 | ISHARES TR | 464287655 | 2,600 | $561,054 | 0.01% |
| 126 | ISHARES TR | 464287465 | 5,992 | $535,625 | 0.01% |
| 127 | SCHWAB STRATEGIC TR | 808524797 | 19,691 | $521,801 | 0.01% |
| 128 | Pulte Group Inc | 745867101 | 4,829 | $509,289 | 0.01% |
| 129 | ABBVIE INC | ABBV | 2,700 | $501,174 | 0.01% |
| 130 | ISHARES TR | 46432F842 | 5,928 | $494,869 | 0.01% |
| 131 | MARSH & MCLENNAN COS INC | 571748102 | 2,225 | $486,474 | 0.01% |
| 132 | VANGUARD WORLD FD | 92204A702 | 722 | $478,888 | 0.01% |
| 133 | UNITED STS 12 MONTH OIL FD L | UNTCW | 12,500 | $438,942 | 0.01% |
| 134 | Marcus & Millichap Inc | MMI | 13,530 | $415,506 | 0.01% |
| 135 | QUALCOMM INC | QCOM | 2,551 | $406,272 | 0.01% |
| 136 | FORD MTR CO | 345370860 | 36,060 | $391,251 | 0.01% |
| 137 | Walmart Inc | WMT | 3,940 | $385,253 | 0.01% |
| 138 | NETFLIX INC | NFLX | 272 | $364,243 | 0.01% |
| 139 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 650 | $315,750 | 0.01% |
| 140 | GENERAL DYNAMICS CORP | GD | 1,081 | $315,284 | 0.01% |
| 141 | DEERE & CO | DE | 600 | $305,094 | 0.01% |
| 142 | INVESCO QQQ TR | IVZ | 549 | $302,850 | 0.01% |
| 143 | CANADIAN IMPERIAL BK COMM | CNDIF | 4,000 | $283,320 | 0.01% |
| 144 | ROYAL BK CDA | 780087102 | 2,106 | $277,044 | 0.01% |
| 145 | FAIR ISAAC CORP | FICO | 150 | $274,194 | 0.01% |
| 146 | RTX CORPORATION | RTX | 1,868 | $272,765 | 0.01% |
| 147 | INTUIT | INTU | 346 | $272,520 | 0.01% |
| 148 | AGREE RLTY CORP | 008492100 | 3,300 | $241,098 | 0.01% |
| 149 | BOEING CO | BA-PA | 1,097 | $229,854 | 0.00% |
| 150 | COMERICA INC | 200340107 | 3,615 | $215,635 | 0.00% |
| 151 | WELLS FARGO CO NEW | 949746101 | 2,650 | $212,318 | 0.00% |
| 152 | Grainger W W Inc | 384802104 | 200 | $208,048 | 0.00% |
| 153 | VERIZON COMMUNICATIONS INC | VZ | 4,800 | $207,696 | 0.00% |
| 154 | TARGET CORP | TGT | 2,100 | $207,165 | 0.00% |
| 155 | GAUZY LTD | GAUZ | 12,537 | $105,812 | 0.00% |