Clarkston Capital Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Clarkston Capital Partners, Llc disclosed 96 stock positions valued at approximately $1.18B as of quarter-end June 30, 2026. The largest holdings include POST HLDGS INC, CLARIVATE PLC, and AFFILIATED MANAGERS GROUP.
- Report Period
- June 30, 2026
- No. of Stocks
- 96
- Portfolio Value
- $1.18B
Holdings by Sector
Clarkston Capital Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| POST HLDGS INC | POST | Consumer Defensive | 8.99% | 1,205,915 | +12,848 | +1.08% | $106,434,058 |
| CLARIVATE PLC | CLVT | Other | 8.34% | 45,734,735 | +2,888,205 | +6.74% | $98,787,028 |
| AFFILIATED MANAGERS GROUP | AMG | Financial Services | 6.54% | 228,683 | -85,025 | -27.10% | $77,386,327 |
| AVANTOR INC | AVTR | Healthcare | 5.68% | 6,789,314 | -1,840,075 | -21.32% | $67,214,209 |
| CCC INTELLIGENT SOLUTIONS HL | CCCS | Technology | 5.45% | 12,516,625 | +2,939,879 | +30.70% | $64,585,785 |
| LKQ CORP | LKQ | Consumer Cyclical | 3.60% | 1,617,268 | +79,525 | +5.17% | $42,582,666 |
| MIDDLEBY CORP | MIDD | Industrials | 3.54% | 243,851 | -45,665 | -15.77% | $41,944,811 |
| ENVISTA HOLDINGS CORPORATION | NVST | Healthcare | 3.28% | 1,474,050 | +291,995 | +24.70% | $38,841,218 |
| ROPER TECHNOLOGIES INC | ROP | Technology | 3.22% | 112,559 | +18,132 | +19.20% | $38,088,840 |
| WILEY JOHN & SONS INC | WLY | Communication Services | 3.11% | 759,081 | -183,475 | -19.47% | $36,823,019 |
| SCHEIN HENRY INC | HSIC | Healthcare | 2.97% | 421,074 | -63,100 | -13.03% | $35,168,100 |
| LAMB WESTON HLDGS INC | LW | Consumer Defensive | 2.89% | 791,480 | -199,225 | -20.11% | $34,176,106 |
| GFL ENVIRONMENTAL INC | GFL | Industrials | 2.73% | 878,909 | -50,950 | -5.48% | $32,335,062 |
| WAYSTAR HLDG CORP | WAY | Healthcare | 2.71% | 1,560,190 | +609,659 | +64.14% | $32,030,701 |
| PRIMO BRANDS CORPORATION | PRMB | Consumer Defensive | 2.30% | 1,115,527 | -200,825 | -15.26% | $27,263,480 |
| RYAN SPECIALTY HOLDINGS INC | RYAN | Financial Services | 2.27% | 710,745 | +408,830 | +135.41% | $26,837,731 |
| GARTNER INC | IT | Technology | 2.16% | 197,571 | -32,021 | -13.95% | $25,609,153 |
| BROWN & BROWN INC | BRO | Financial Services | 2.14% | 395,886 | -18,975 | -4.57% | $25,396,087 |
| LPL FINL HLDGS INC | LPLA | Financial Services | 1.82% | 76,499 | -19,905 | -20.65% | $21,548,238 |
| IQVIA HLDGS INC | IQV | Healthcare | 1.71% | 104,939 | -25,484 | -19.54% | $20,276,314 |
| US FOODS HLDG CORP | USFD | Consumer Defensive | 1.62% | 187,615 | -101,960 | -35.21% | $19,183,634 |
| ENERGIZER HLDGS INC | ENR | Industrials | 1.54% | 848,175 | -550,040 | -39.34% | $18,184,872 |
| AIRBNB INC | ABNB | Consumer Cyclical | 1.47% | 121,653 | -27,407 | -18.39% | $17,408,544 |
| LANDSTAR SYS INC | LSTR | Industrials | 1.44% | 82,510 | -24,700 | -23.04% | $17,063,893 |
| NEOGEN CORP | NEOG | Healthcare | 1.40% | 1,849,288 | -355,500 | -16.12% | $16,625,099 |
| BECTON DICKINSON & CO | BDX | Healthcare | 1.37% | 106,880 | -24,226 | -18.48% | $16,174,150 |
| FIDELITY NATL INFORMATION SV | FIS | Technology | 1.29% | 392,663 | -5,212 | -1.31% | $15,266,737 |
| FORTIVE CORP | FTV | Technology | 1.27% | 246,180 | -101,550 | -29.20% | $15,039,136 |
| RALLIANT CORP | RAL | Other | 1.22% | 196,135 | -188,612 | -49.02% | $14,441,420 |
| TYLER TECHNOLOGIES INC | TYL | Technology | 0.95% | 38,458 | +38,458 | +100.00% | $11,247,427 |
Showing 30 of 96 holdings in the latest reporting period.