Champlain Investment Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Champlain Investment Partners, Llc disclosed 123 stock positions valued at approximately $3.89B as of quarter-end June 30, 2026. The largest holdings include NUTANIX INC, EVERPURE INC, and ESAB CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 123
- Portfolio Value
- $3.89B
Holdings by Sector
Champlain Investment Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NUTANIX INC | NTNX | Technology | 2.66% | 2,034,277 | -1,975,878 | -49.27% | $103,666,756 |
| EVERPURE INC | PSTG | Technology | 2.31% | 1,143,316 | -937,446 | -45.05% | $90,081,868 |
| ESAB CORPORATION | ESAB | Industrials | 1.92% | 756,078 | -548,756 | -42.06% | $74,571,973 |
| PENUMBRA INC | PEN | Healthcare | 1.78% | 219,032 | -272,350 | -55.43% | $69,159,354 |
| WYNDHAM HOTELS & RESORTS INC | WH | Consumer Cyclical | 1.54% | 711,343 | -666,554 | -48.37% | $59,902,194 |
| SPROUTS FMRS MKT INC | SFM | Consumer Defensive | 1.52% | 698,367 | -483,263 | -40.90% | $59,067,881 |
| CULLEN FROST BANKERS INC | CFR | Financial Services | 1.51% | 379,610 | -475,580 | -55.61% | $58,657,337 |
| OKTA INC | OKTA | Technology | 1.45% | 412,985 | -927,550 | -69.19% | $56,351,803 |
| COMMERCE BANCSHARES INC | CBSH | Financial Services | 1.44% | 971,864 | -1,293,439 | -57.10% | $56,125,146 |
| MSA SAFETY INC | MSA | Industrials | 1.44% | 320,243 | -321,636 | -50.11% | $55,908,023 |
| CAVA GROUP INC | CAVA | Consumer Cyclical | 1.41% | 701,117 | -696,264 | -49.83% | $55,023,662 |
| SYNOPSYS INC | SNPS | Technology | 1.39% | 121,225 | -263,590 | -68.50% | $54,074,836 |
| FLOOR & DECOR HLDGS INC | FND | Consumer Cyclical | 1.38% | 903,527 | -1,370,137 | -60.26% | $53,633,363 |
| NOVANTA INC | NOVT | Technology | 1.36% | 326,007 | -66,110 | -16.86% | $52,891,376 |
| COMMVAULT SYS INC | CVLT | Technology | 1.24% | 341,569 | -49,807 | -12.73% | $48,410,574 |
| SPX TECHNOLOGIES INC | SPXC | Industrials | 1.22% | 194,289 | -35,343 | -15.39% | $47,633,834 |
| EOG RES INC | EOG | Energy | 1.20% | 360,035 | -699,595 | -66.02% | $46,707,341 |
| AAON INC | AAON | Industrials | 1.18% | 361,641 | -1,240,365 | -77.43% | $45,877,777 |
| SIMPSON MFG INC | SSD | Basic Materials | 1.16% | 214,765 | -39,760 | -15.62% | $44,961,053 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 1.12% | 99,600 | -153,362 | -60.63% | $43,588,944 |
| REPLIGEN CORP | RGEN | Healthcare | 1.12% | 318,955 | -374,900 | -54.03% | $43,518,220 |
| TRADEWEB MKTS INC | TW | Financial Services | 1.11% | 434,812 | -1,034,674 | -70.41% | $43,333,364 |
| VEEVA SYS INC | VEEV | Healthcare | 1.11% | 244,074 | -494,375 | -66.95% | $43,315,813 |
| FASTENAL CO | FAST | Industrials | 1.10% | 891,285 | -2,009,928 | -69.28% | $42,808,419 |
| WINGSTOP INC | WING | Consumer Cyclical | 1.09% | 245,379 | -299,036 | -54.93% | $42,551,172 |
| IDEX CORP | IEX | Industrials | 1.04% | 178,539 | -461,735 | -72.12% | $40,519,426 |
| RAMBUS INC DEL | RMBS | Technology | 1.02% | 299,368 | -57,855 | -16.20% | $39,738,108 |
| CSW INDUSTRIALS INC | CSWI | Industrials | 0.99% | 138,500 | -24,221 | -14.88% | $38,544,550 |
| GLAUKOS CORP | GKOS | Healthcare | 0.99% | 275,171 | -43,856 | -13.75% | $38,457,899 |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | Technology | 0.99% | 141,003 | -319,699 | -69.39% | $38,345,766 |
Showing 30 of 123 holdings in the latest reporting period.