EdgeMarket › What Clarkston Capital Partners, Llc reported owning
What Clarkston Capital Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.3BPositions
98Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| POST Post Holdings, Inc. | 117.9M | 9.0% | 1.2M | 80.50 | -27.2% |
| CLVT CLARIVATE PLC | 108.4M | 8.3% | 42.8M | 2.08 | -53.2% |
| AMG AFFILIATED MANAGERS GROUP, INC. | 86.8M | 6.6% | 313.7K | 356.21 | +64.3% |
| AVTR Avantor, Inc. | 67.7M | 5.2% | 8.6M | 14.46 | +12.3% |
| CCC CCC Intelligent Solutions Holdings Inc. | 57.5M | 4.4% | 9.6M | 7.46 | -24.0% |
| LKQ LKQ CORP | 45.2M | 3.4% | 1.5M | 25.77 | -15.8% |
| LW Lamb Weston Holdings, Inc. | 41.9M | 3.2% | 990.7K | 53.68 | -2.7% |
| GFL GFL Environmental Inc. | 38.8M | 3.0% | 929.9K | 41.05 | -18.7% |
| MIDD MIDDLEBY Corp | 38.4M | 2.9% | 289.5K | 115.48 | -11.4% |
| IT GARTNER INC | 36.4M | 2.8% | 229.6K | 195.90 | -19.8% |
| WLY JOHN WILEY & SONS, INC. | 35.9M | 2.7% | 942.6K | 51.58 | +29.3% |
| HSIC HENRY SCHEIN INC | 35.7M | 2.7% | 484.2K | 88.50 | +28.9% |
| ROP ROPER TECHNOLOGIES INC | 33.4M | 2.5% | 94.4K | 411.79 | -23.8% |
| NVST Envista Holdings Corp | 30.0M | 2.3% | 1.2M | 27.20 | +31.3% |
| LPLA LPL Financial Holdings Inc. | 29.0M | 2.2% | 96.4K | 361.35 | +1.7% |
| TAP MOLSON COORS BEVERAGE CO | 28.6M | 2.2% | 665.2K | 42.94 | -16.3% |
| BRO BROWN & BROWN, INC. | 27.1M | 2.1% | 414.9K | 72.92 | -24.7% |
| USFD US Foods Holding Corp. | 26.7M | 2.0% | 289.6K | 109.62 | +39.1% |
| PRMB Primo Brands Corp | 24.8M | 1.9% | 1.3M | 23.12 | -7.8% |
| ENR ENERGIZER HOLDINGS, INC. | 23.0M | 1.8% | 1.4M | 21.47 | -24.7% |
| WAY Waystar Holding Corp. | 22.9M | 1.7% | 950.5K | 25.01 | -28.7% |
| IQV IQVIA HOLDINGS INC. | 22.2M | 1.7% | 130.4K | 259.82 | +35.3% |
| BDX BECTON DICKINSON & CO | 20.6M | 1.6% | 131.1K | 192.00 | -3.6% |
| NEOG NEOGEN CORP | 20.5M | 1.6% | 2.2M | 11.95 | +114.5% |
| FTV Fortive Corp | 19.2M | 1.5% | 347.7K | 60.08 | +25.1% |
| CHRW C. H. ROBINSON WORLDWIDE, INC. | 19.2M | 1.5% | 115.5K | 141.63 | +17.0% |
| ABNB Airbnb, Inc. | 18.8M | 1.4% | 149.1K | 187.30 | +49.9% |
| FIS Fidelity National Information Services, Inc. | 18.7M | 1.4% | 397.9K | 41.34 | -40.7% |
| LSTR LANDSTAR SYSTEM INC | 17.2M | 1.3% | 107.2K | 186.58 | +44.6% |
| RAL Ralliant Corp | 16.0M | 1.2% | 384.7K | 63.61 | +52.2% |
| IFF INTERNATIONAL FLAVORS & FRAGRANCES INC | 11.5M | 0.9% | 158.7K | 84.28 | +27.5% |
| SCHW SCHWAB CHARLES CORP | 11.5M | 0.9% | 122.4K | 112.30 | +17.6% |
| ALGN ALIGN TECHNOLOGY INC | 10.3M | 0.8% | 60.0K | 162.55 | +13.2% |
| RYAN RYAN SPECIALTY HOLDINGS, INC. | 10.2M | 0.8% | 301.9K | 43.28 | -27.6% |
| FDX FEDEX CORP | 9.6M | 0.7% | 27.0K | 325.08 | +43.1% |
| WTW WILLIS TOWERS WATSON PLC | 9.4M | 0.7% | 32.2K | 341.99 | +1.9% |
| CPRT COPART INC | 7.7M | 0.6% | 233.1K | 33.80 | -29.0% |
| BRBR BELLRING BRANDS, INC. | 7.2M | 0.5% | 446.8K | 10.19 | -75.0% |
| COF CAPITAL ONE FINANCIAL CORP | 7.0M | 0.5% | 38.4K | 217.91 | +1.5% |
| IEX IDEX CORP /DE/ | 6.9M | 0.5% | 36.3K | 234.39 | +42.5% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 5.6M | 0.4% | 61.2K | 91.60 | -0.1% |
| BUD Anheuser-Busch InBev SA/NV | 5.6M | 0.4% | 80.5K | 78.92 | +25.1% |
| AXP AMERICAN EXPRESS CO | 4.4M | 0.3% | 14.7K | 336.00 | +8.9% |
| GOOGL Alphabet Inc. | 3.9M | 0.3% | 13.6K | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 3.6M | 0.3% | 9.6K | 483.24 | -4.4% |
| DHR DANAHER CORP /DE/ | 3.4M | 0.3% | 18.1K | 218.85 | +3.5% |
| SYY SYSCO CORP | 3.2M | 0.2% | 45.0K | 84.10 | +3.9% |
| DIS Walt Disney Co | 3.2M | 0.2% | 32.7K | 107.78 | -7.9% |
| PEP PEPSICO INC | 3.1M | 0.2% | 20.2K | 143.48 | -4.8% |
| AAPL Apple Inc. | 2.8M | 0.2% | 11.0K | 309.35 | +36.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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