FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,147.75-0.17%
XLE56.74-0.24%
STOXX50E5,860.32-0.39%
XLF51.760.65%
FTSE10,321.09-0.56%
IXIC24,872.590.14%
RUT2,788.660.06%
GSPC7,171.880.09%
Temp29.4°C
UV12.5
Feels33.5°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:39 PM

Institutional Manager · CIK 0001562855

Clarkston Capital Partners, LLC

ROCHESTER, MI · File #028-15091

Latest AUM
$4.32B
Positions
226
Top-10 Concentration
44.9%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
REDUCEAFFILIATED MANAGERS GROUP INMGRE-328,214-$94.6M+$61.4M
EXITEDHILLENBRAND INC431571108-3,140,306-$84.9M$0
REDUCESCHWAB CHARLES CORPSCHW-PJ-822,213-$82.1M+$3.7M
REDUCELPL FINL HLDGS INC50212V100-197,149-$70.4M+$12.2M
REDUCEWARNER BROS DISCOVERY INCWBD-2,312,125-$66.6M+$26.3M
EXITEDMEDPACE HLDGS INC58506Q109-123,064-$63.3M$0
ADDAMERICAN EXPRESS COAXP+130,770+$48.4M+$1,133
ADDMICROSOFT CORPMSFT+97,678+$47.2M-$377
ADDCCC INTELLIGENT SOLUTIONS HLCCC+5,691,950+$45.3M-$9.4M
ADDUS BANCORP DELUSB-PS+664,823+$35.5M+$1,132

Sector Allocation

Consumer Staples
16.6%$715.7M
Healthcare
16.0%$690.2M
Industrials
14.5%$628.0M
Technology
13.4%$579.0M
Financials
5.6%$240.9M
Energy
0.6%$23.8M
Materials
0.3%$12.0M
Utilities
0.1%$4.3M
Real Estate
0.0%$369,234

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1POST HLDGS INCPOST2,868,367$284.1M7.42%
2AFFILIATED MANAGERS GROUP INMGRE904,119$260.6M6.81%
3CLARIVATE PLCCLVT64,972,134$217.0M5.67%
4AVANTOR INCAVTR15,105,065$173.1M4.52%
5MOLSON COORS BEVERAGE COTAP-A3,351,415$156.4M4.09%
6C H ROBINSON WORLDWIDE INCCHRW884,496$142.2M3.72%
7US FOODS HLDG CORPUSFD1,763,116$132.8M3.47%
8GFL ENVIRONMENTAL INCGFL2,805,035$120.5M3.15%
9MIDDLEBY CORPMIDD788,809$117.3M3.06%
10LKQ CORPLKQ3,760,070$113.6M2.97%
11HENRY SCHEIN INCHSIC1,477,665$111.7M2.92%
12CCC INTELLIGENT SOLUTIONS HLCCC13,790,515$109.6M2.86%
13LPL FINL HLDGS INC50212V100301,484$107.7M2.81%
14LAMB WESTON HLDGS INCLW2,408,447$100.9M2.64%
15WILLIS TOWERS WATSON PLC LTDWTW303,230$99.6M2.60%
16ENVISTA HOLDINGS CORPORATIONNVST4,211,735$91.4M2.39%
17ENERGIZER HLDGS INC NEWENR4,227,520$84.1M2.20%
18FEDEX CORPFDX278,733$80.5M2.10%
19WILEY JOHN & SONS INC9682232062,617,945$80.2M2.10%
20NEOGEN CORPNEOG11,328,670$79.2M2.07%