13F HOLDINGS REPORT
Clarkston Capital Partners, LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001398344-25-020819
Total Value
$4.64B
Positions
207
Other Managers
0
Confidential Omitted
No
Holdings (207)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | POST HLDGS INC | POST | 2,903,860 | $312.1M | 6.72% |
| 2 | AFFILIATED MANAGERS GROUP IN | MGRE | 1,232,333 | $293.8M | 6.33% |
| 3 | CLARIVATE PLC | CLVT | 66,708,438 | $255.5M | 5.50% |
| 4 | AVANTOR INC | AVTR | 15,020,325 | $187.5M | 4.04% |
| 5 | LPL FINL HLDGS INC | 50212V100 | 498,633 | $165.9M | 3.57% |
| 6 | WILLIS TOWERS WATSON PLC LTD | WTW | 449,733 | $155.4M | 3.35% |
| 7 | MOLSON COORS BEVERAGE CO | TAP-A | 3,363,760 | $152.2M | 3.28% |
| 8 | LAMB WESTON HLDGS INC | LW | 2,515,657 | $146.1M | 3.15% |
| 9 | US FOODS HLDG CORP | USFD | 1,895,545 | $145.2M | 3.13% |
| 10 | C H ROBINSON WORLDWIDE INC | CHRW | 1,083,553 | $143.5M | 3.09% |
| 11 | SYSCO CORP | SYY | 1,729,345 | $142.4M | 3.07% |
| 12 | GFL ENVIRONMENTAL INC | GFL | 2,860,060 | $135.5M | 2.92% |
| 13 | LKQ CORP | LKQ | 3,577,695 | $109.3M | 2.35% |
| 14 | HENRY SCHEIN INC | HSIC | 1,499,600 | $99.5M | 2.14% |
| 15 | ENERGIZER HLDGS INC NEW | ENR | 3,855,055 | $96.0M | 2.07% |
| 16 | WILEY JOHN & SONS INC | 968223206 | 2,207,824 | $89.4M | 1.92% |
| 17 | ENVISTA HOLDINGS CORPORATION | NVST | 4,317,255 | $87.9M | 1.89% |
| 18 | MIDDLEBY CORP | MIDD | 649,172 | $86.3M | 1.86% |
| 19 | HILLENBRAND INC | 431571108 | 3,140,306 | $84.9M | 1.83% |
| 20 | FEDEX CORP | FDX | 340,220 | $80.2M | 1.73% |
| 21 | SCHWAB CHARLES CORP | SCHW-PJ | 822,313 | $78.5M | 1.69% |
| 22 | CCC INTELLIGENT SOLUTIONS HL | CCC | 8,098,565 | $73.8M | 1.59% |
| 23 | BECTON DICKINSON & CO | BDX | 376,785 | $70.5M | 1.52% |
| 24 | NEOGEN CORP | NEOG | 11,693,250 | $66.8M | 1.44% |
| 25 | BROWN & BROWN INC | BRO | 710,070 | $66.6M | 1.43% |
| 26 | MEDPACE HLDGS INC | MEDP | 123,064 | $63.3M | 1.36% |
| 27 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 1,035,187 | $61.7M | 1.33% |
| 28 | WARNER BROS DISCOVERY INC | WBD | 2,826,825 | $55.2M | 1.19% |
| 29 | MICROSOFT CORP | MSFT | 98,570 | $51.1M | 1.10% |
| 30 | PRIMO BRANDS CORPORATION | PRMB | 2,275,155 | $50.3M | 1.08% |
| 31 | IQVIA HLDGS INC | IQV | 261,975 | $49.8M | 1.07% |
| 32 | CAPITAL ONE FINL CORP | 14040H105 | 228,997 | $48.7M | 1.05% |
| 33 | AMERICAN EXPRESS CO | AXP | 134,507 | $44.7M | 0.96% |
| 34 | ALPHABET INC | GOOG | 166,028 | $40.4M | 0.87% |
| 35 | APPLE INC | AAPL | 155,787 | $39.7M | 0.85% |
| 36 | GARTNER INC | IT | 147,144 | $38.7M | 0.83% |
| 37 | FORTIVE CORP | FTV | 780,280 | $38.2M | 0.82% |
| 38 | BELLRING BRANDS INC | BRBR | 945,940 | $34.4M | 0.74% |
| 39 | US BANCORP DEL | USB-PS | 681,402 | $32.9M | 0.71% |
| 40 | MID-AMER APT CMNTYS INC | 59522J103 | 210,000 | $29.3M | 0.63% |
| 41 | COMCAST CORP NEW | CCZ | 933,069 | $29.3M | 0.63% |
| 42 | PEPSICO INC | PEP | 205,335 | $28.8M | 0.62% |
| 43 | DISNEY WALT CO | 254687106 | 244,817 | $28.0M | 0.60% |
| 44 | PAYCHEX INC | PAYX | 200,644 | $25.4M | 0.55% |
| 45 | RALLIANT CORP | RAL | 566,405 | $24.8M | 0.53% |
| 46 | MASTERCARD INCORPORATED | MA | 41,033 | $23.3M | 0.50% |
| 47 | JOHNSON & JOHNSON | JNJ | 124,570 | $23.1M | 0.50% |
| 48 | LANDSTAR SYS INC | LSTR | 188,175 | $23.1M | 0.50% |
| 49 | KENVUE INC | KVUE | 1,331,303 | $21.6M | 0.47% |
| 50 | MEDTRONIC PLC | MDT | 216,534 | $20.6M | 0.44% |
| 51 | PROCTER AND GAMBLE CO | 742718109 | 121,604 | $18.7M | 0.40% |
| 52 | UNITED PARCEL SERVICE INC | UPS | 211,840 | $17.7M | 0.38% |
| 53 | ALIGN TECHNOLOGY INC | ALGN | 141,215 | $17.7M | 0.38% |
| 54 | IDEX CORP | 45167R104 | 100,035 | $16.3M | 0.35% |
| 55 | THERMO FISHER SCIENTIFIC INC | TMO | 33,208 | $16.1M | 0.35% |
| 56 | WASTE MGMT INC DEL | 94106L109 | 71,637 | $15.8M | 0.34% |
| 57 | DANAHER CORPORATION | 235851102 | 78,949 | $15.7M | 0.34% |
| 58 | OTIS WORLDWIDE CORP | OTIS | 157,653 | $14.4M | 0.31% |
| 59 | KEURIG DR PEPPER INC | KDP | 561,200 | $14.3M | 0.31% |
| 60 | AIRBNB INC | ABNB | 109,699 | $13.3M | 0.29% |
| 61 | BLACKSTONE INC | BX | 75,325 | $12.9M | 0.28% |
| 62 | SPDR SERIES TRUST | 78468R663 | 139,363 | $12.8M | 0.28% |
| 63 | META PLATFORMS INC | META | 16,241 | $11.9M | 0.26% |
| 64 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 162,320 | $10.0M | 0.22% |
| 65 | SERVISFIRST BANCSHARES INC | SFBS | 120,000 | $9.7M | 0.21% |
| 66 | WORKDAY INC | WDAY | 37,699 | $9.1M | 0.20% |
| 67 | AMAZON COM INC | AMZN | 36,787 | $8.1M | 0.17% |
| 68 | GOLDMAN SACHS GROUP INC | GSCE | 10,000 | $8.0M | 0.17% |
| 69 | ELI LILLY & CO | LLY | 10,050 | $7.7M | 0.17% |
| 70 | ENTERPRISE PRODS PARTNERS L | 293792107 | 201,400 | $6.3M | 0.14% |
| 71 | EXXON MOBIL CORP | XOM | 54,982 | $6.2M | 0.13% |
| 72 | SCHWAB STRATEGIC TR | 808524771 | 216,509 | $5.7M | 0.12% |
| 73 | CISCO SYS INC | CSCO | 77,700 | $5.3M | 0.11% |
| 74 | DIAGEO PLC | DGEAF | 55,035 | $5.3M | 0.11% |
| 75 | SCHWAB STRATEGIC TR | 808524755 | 109,540 | $4.7M | 0.10% |
| 76 | PHILIP MORRIS INTL INC | 718172109 | 25,900 | $4.2M | 0.09% |
| 77 | FIDELITY NATL INFORMATION SV | 31620M106 | 63,000 | $4.2M | 0.09% |
| 78 | SPDR S&P 500 ETF TR | SPY | 5,725 | $3.8M | 0.08% |
| 79 | VANGUARD INDEX FDS | 922908363 | 6,120 | $3.7M | 0.08% |
| 80 | COSTCO WHSL CORP NEW | 22160K105 | 3,675 | $3.4M | 0.07% |
| 81 | CHEVRON CORP NEW | CVX | 18,474 | $2.9M | 0.06% |
| 82 | SOUTHERN CO | SOMN | 30,000 | $2.8M | 0.06% |
| 83 | HOME DEPOT INC | HD | 7,015 | $2.8M | 0.06% |
| 84 | BANK AMERICA CORP | 060505104 | 54,000 | $2.8M | 0.06% |
| 85 | NUCOR CORP | NUE | 20,000 | $2.7M | 0.06% |
| 86 | ENERGY TRANSFER L P | ET-PI | 150,000 | $2.6M | 0.06% |
| 87 | DUKE ENERGY CORP NEW | DUKB | 20,210 | $2.5M | 0.05% |
| 88 | ISHARES TR | 464287200 | 3,549 | $2.4M | 0.05% |
| 89 | HARRIS OAKMARK ETF TRUST | 41456U106 | 85,925 | $2.3M | 0.05% |
| 90 | ALPHABET INC | GOOG | 9,195 | $2.2M | 0.05% |
| 91 | PFIZER INC | PFE | 81,716 | $2.1M | 0.04% |
| 92 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 46,000 | $2.1M | 0.04% |
| 93 | COCA COLA CO | KO | 30,915 | $2.1M | 0.04% |
| 94 | INTERNATIONAL BUSINESS MACHS | INTR | 7,050 | $2.0M | 0.04% |
| 95 | VICI PPTYS INC | 925652109 | 60,000 | $2.0M | 0.04% |
| 96 | ISHARES TR | 464287614 | 4,103 | $1.9M | 0.04% |
| 97 | CREDIT ACCEP CORP MICH | 225310101 | 4,000 | $1.9M | 0.04% |
| 98 | EVERSOURCE ENERGY | ES | 25,000 | $1.8M | 0.04% |
| 99 | ORACLE CORP | ORCL-PD | 6,296 | $1.8M | 0.04% |
| 100 | MCDONALDS CORP | MCD | 5,650 | $1.7M | 0.04% |
| 101 | MERCK & CO INC | MRK | 20,250 | $1.7M | 0.04% |
| 102 | SPDR INDEX SHS FDS | 78463X889 | 39,500 | $1.7M | 0.04% |
| 103 | ISHARES TR | 464287200 | 2,501 | $1.7M | 0.04% |
| 104 | STRYKER CORPORATION | SYK | 4,272 | $1.6M | 0.03% |
| 105 | AMAZON COM INC | AMZN | 7,150 | $1.6M | 0.03% |
| 106 | OREILLY AUTOMOTIVE INC | 67103H107 | 14,475 | $1.6M | 0.03% |
| 107 | PRUDENTIAL FINL INC | PUKPF | 15,000 | $1.6M | 0.03% |
| 108 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2 | $1.5M | 0.03% |
| 109 | TESLA INC | TSLA | 3,175 | $1.4M | 0.03% |
| 110 | AMERICAN WTR WKS CO INC NEW | 030420103 | 10,000 | $1.4M | 0.03% |
| 111 | NVIDIA CORPORATION | NVDA | 7,122 | $1.3M | 0.03% |
| 112 | VISA INC | V | 3,781 | $1.3M | 0.03% |
| 113 | FIRST MERCHANTS CORP | FRMEP | 31,113 | $1.2M | 0.03% |
| 114 | INTUITIVE SURGICAL INC | ISRG | 2,482 | $1.1M | 0.02% |
| 115 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,038 | $1.0M | 0.02% |
| 116 | TEXAS INSTRS INC | 882508104 | 5,200 | $955,396 | 0.02% |
| 117 | DAVITA INC | DVA | 6,954 | $923,978 | 0.02% |
| 118 | ABBOTT LABS | ABLZF | 6,842 | $916,417 | 0.02% |
| 119 | OLD NATL BANCORP IND | 680033107 | 37,353 | $819,898 | 0.02% |
| 120 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $754,200 | 0.02% |
| 121 | ILLINOIS TOOL WKS INC | 452308109 | 2,845 | $741,862 | 0.02% |
| 122 | ISHARES TR | 464287507 | 11,125 | $726,018 | 0.02% |
| 123 | JPMORGAN CHASE & CO. | VYLD | 2,145 | $676,481 | 0.01% |
| 124 | AUTOMATIC DATA PROCESSING IN | ADP | 2,260 | $663,310 | 0.01% |
| 125 | ISHARES TR | 464287234 | 12,250 | $654,150 | 0.01% |
| 126 | ACCENTURE PLC IRELAND | ACN | 2,650 | $653,490 | 0.01% |
| 127 | PULTE GROUP INC | 745867101 | 4,829 | $638,084 | 0.01% |
| 128 | BOSTON SCIENTIFIC CORP | BSX | 6,500 | $634,595 | 0.01% |
| 129 | INVESCO QQQ TR | IVZ | 1,051 | $630,991 | 0.01% |
| 130 | ISHARES TR | 464287655 | 2,600 | $629,096 | 0.01% |
| 131 | ABBVIE INC | ABBV | 2,700 | $625,158 | 0.01% |
| 132 | ISHARES TR | 464287465 | 5,992 | $559,473 | 0.01% |
| 133 | SCHWAB STRATEGIC TR | 808524797 | 19,058 | $520,273 | 0.01% |
| 134 | ISHARES TR | 46432F842 | 5,928 | $517,574 | 0.01% |
| 135 | MARSH & MCLENNAN COS INC | 571748102 | 2,225 | $448,404 | 0.01% |
| 136 | UNITED STS 12 MONTH OIL FD L | UNTCW | 12,500 | $445,000 | 0.01% |
| 137 | VANGUARD WORLD FD | 92204A702 | 581 | $433,792 | 0.01% |
| 138 | FORD MTR CO | 345370860 | 36,060 | $431,278 | 0.01% |
| 139 | QUALCOMM INC | QCOM | 2,551 | $424,384 | 0.01% |
| 140 | WALMART INC | WMT | 4,005 | $412,755 | 0.01% |
| 141 | CANADIAN IMPERIAL BANK OF CO | CNDIF | 5,000 | $399,450 | 0.01% |
| 142 | ROYAL BK CDA | 780087102 | 2,706 | $398,648 | 0.01% |
| 143 | MARCUS & MILLICHAP INC | MMI | 13,530 | $397,106 | 0.01% |
| 144 | LIBERTY BROADBAND CORP | LBRDP | 6,000 | $381,240 | 0.01% |
| 145 | RTX CORPORATION | RTX | 2,022 | $338,341 | 0.01% |
| 146 | NETFLIX INC | NFLX | 282 | $338,095 | 0.01% |
| 147 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 650 | $326,781 | 0.01% |
| 148 | GENERAL DYNAMICS CORP | GD | 831 | $283,371 | 0.01% |
| 149 | DEERE & CO | DE | 600 | $274,356 | 0.01% |
| 150 | TORONTO DOMINION BK ONT | TORO | 3,178 | $254,081 | 0.01% |
| 151 | COMERICA INC | 200340107 | 3,615 | $247,700 | 0.01% |
| 152 | BOEING CO | BA-PA | 1,097 | $236,766 | 0.01% |
| 153 | INTUIT | INTU | 346 | $236,287 | 0.01% |
| 154 | AGREE RLTY CORP | 008492100 | 3,300 | $234,432 | 0.01% |
| 155 | BANK MONTREAL QUE | 063671101 | 1,775 | $231,194 | 0.00% |
| 156 | BANK NOVA SCOTIA HALIFAX | 064149107 | 3,476 | $224,723 | 0.00% |
| 157 | FAIR ISAAC CORP | FICO | 150 | $224,480 | 0.00% |
| 158 | WELLS FARGO CO NEW | 949746101 | 2,650 | $222,123 | 0.00% |
| 159 | ISHARES GOLD TR | IAU | 2,925 | $212,852 | 0.00% |
| 160 | VERIZON COMMUNICATIONS INC | VZ | 4,800 | $210,960 | 0.00% |
| 161 | NICOLET BANKSHARES INC | NIC | 1,555 | $209,148 | 0.00% |
| 162 | FIRST MERCHANTS CORP | FRMEP | 3,583 | $135,079 | 0.00% |
| 163 | META PLATFORMS INC | META | 150 | $110,157 | 0.00% |
| 164 | ENTERPRISE PRODS PARTNERS L | 293792107 | 3,200 | $100,064 | 0.00% |
| 165 | AGREE RLTY CORP | 008492100 | 1,400 | $99,456 | 0.00% |
| 166 | ISHARES TR | 464287655 | 350 | $84,686 | 0.00% |
| 167 | GAUZY LTD | GAUZ | 12,537 | $79,359 | 0.00% |
| 168 | ISHARES TR | 464287614 | 131 | $61,508 | 0.00% |
| 169 | ALPHABET INC | GOOG | 245 | $59,670 | 0.00% |
| 170 | INTERNATIONAL BUSINESS MACHS | INTR | 155 | $43,735 | 0.00% |
| 171 | NETFLIX INC | NFLX | 35 | $41,962 | 0.00% |
| 172 | APPLE INC | AAPL | 161 | $40,995 | 0.00% |
| 173 | MCDONALDS CORP | MCD | 104 | $31,605 | 0.00% |
| 174 | ISHARES TR | 464287465 | 310 | $28,972 | 0.00% |
| 175 | NVIDIA CORPORATION | NVDA | 135 | $25,194 | 0.00% |
| 176 | TESLA INC | TSLA | 50 | $22,236 | 0.00% |
| 177 | DISNEY WALT CO | 254687106 | 121 | $13,854 | 0.00% |
| 178 | WASTE MGMT INC DEL | 94106L109 | 50 | $11,042 | 0.00% |
| 179 | US BANCORP DEL | USB-PS | 225 | $10,874 | 0.00% |
| 180 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 175 | $10,432 | 0.00% |
| 181 | WILLIS TOWERS WATSON PLC LTD | WTW | 30 | $10,364 | 0.00% |
| 182 | SYSCO CORP | SYY | 125 | $10,292 | 0.00% |
| 183 | AMERICAN EXPRESS CO | AXP | 30 | $9,965 | 0.00% |
| 184 | PEPSICO INC | PEP | 70 | $9,831 | 0.00% |
| 185 | ALPHABET INC | GOOG | 40 | $9,724 | 0.00% |
| 186 | FEDEX CORP | FDX | 40 | $9,432 | 0.00% |
| 187 | BECTON DICKINSON & CO | BDX | 50 | $9,358 | 0.00% |
| 188 | CAPITAL ONE FINL CORP | 14040H105 | 40 | $8,503 | 0.00% |
| 189 | UNITED PARCEL SERVICE INC | UPS | 100 | $8,353 | 0.00% |
| 190 | COMCAST CORP NEW | CCZ | 250 | $7,855 | 0.00% |
| 191 | PAYCHEX INC | PAYX | 60 | $7,606 | 0.00% |
| 192 | JOHNSON & JOHNSON | JNJ | 40 | $7,417 | 0.00% |
| 193 | DIAGEO PLC | DGEAF | 75 | $7,157 | 0.00% |
| 194 | MICROSOFT CORP | MSFT | 11 | $5,697 | 0.00% |
| 195 | MASTERCARD INCORPORATED | MA | 10 | $5,688 | 0.00% |
| 196 | KENVUE INC | KVUE | 350 | $5,680 | 0.00% |
| 197 | PROCTER AND GAMBLE CO | 742718109 | 35 | $5,378 | 0.00% |
| 198 | THERMO FISHER SCIENTIFIC INC | TMO | 10 | $4,850 | 0.00% |
| 199 | MEDTRONIC PLC | MDT | 50 | $4,762 | 0.00% |
| 200 | C H ROBINSON WORLDWIDE INC | CHRW | 35 | $4,634 | 0.00% |
| 201 | KEURIG DR PEPPER INC | KDP | 175 | $4,464 | 0.00% |
| 202 | AIRBNB INC | ABNB | 35 | $4,250 | 0.00% |
| 203 | OTIS WORLDWIDE CORP | OTIS | 45 | $4,114 | 0.00% |
| 204 | GARTNER INC | IT | 15 | $3,943 | 0.00% |
| 205 | WORKDAY INC | WDAY | 15 | $3,611 | 0.00% |
| 206 | DANAHER CORPORATION | 235851102 | 15 | $2,974 | 0.00% |
| 207 | VISA INC | V | 8 | $2,731 | 0.00% |