Clarkston Capital Partners
Latest statistics and disclosures from Clarkston Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are POST, CLVT, AMG, AVTR, CCC, and represent 33.44% of Clarkston Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: ROP (+$32M), WAY (+$23M), IT (+$19M), RYAN (+$10M), CRM, ZTS, NOW, EFX, ALC, JAAA.
- Started 10 new stock positions in VNLA, RYAN, CRM, ALC, WAY, NOW, JAAA, EFX, NIC, ZTS.
- Reduced shares in these 10 stocks: POST (-$166M), AMG (-$163M), USFD (-$136M), CHRW (-$128M), TAP (-$116M), FDX (-$90M), NEOG (-$85M), WTW (-$79M), GFL (-$78M), NVST (-$77M).
- Sold out of its positions in AGNC, ABT, ABBV, ADBE, ADC, AWK, AMGN, ADI, ADP, BAC.
- Clarkston Capital Partners was a net seller of stock by $-2.8B.
- Clarkston Capital Partners has $1.3B in assets under management (AUM), dropping by -69.67%.
- Central Index Key (CIK): 0001562855
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Portfolio Holdings for Clarkston Capital Partners
Clarkston Capital Partners holds 98 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Post Holdings Inc Common (POST) | 9.0 | $118M | -58% | 1.2M | 98.86 |
|
| Clarivate Ord Shs (CLVT) | 8.3 | $108M | -34% | 43M | 2.53 |
|
| Affiliated Managers (AMG) | 6.6 | $87M | -65% | 314k | 276.70 |
|
| Avantor (AVTR) | 5.2 | $68M | -42% | 8.6M | 7.84 |
|
| Ccc Intelligent Solutions Holdings (CCC) | 4.4 | $58M | -30% | 9.6M | 6.00 |
|
| LKQ Corporation (LKQ) | 3.4 | $45M | -59% | 1.5M | 29.37 |
|
| Lamb Weston Hldgs (LW) | 3.2 | $42M | -58% | 991k | 42.26 |
|
| Gfl Environmental Sub Vtg Shs (GFL) | 3.0 | $39M | -66% | 930k | 41.72 |
|
| Middleby Corporation (MIDD) | 2.9 | $38M | -63% | 290k | 132.58 |
|
| Gartner (IT) | 2.8 | $36M | +105% | 230k | 158.34 |
|
| Wiley John & Sons Cl A (WLY) | 2.7 | $36M | -63% | 943k | 38.10 |
|
| Henry Schein (HSIC) | 2.7 | $36M | -67% | 484k | 73.70 |
|
| Roper Industries (ROP) | 2.5 | $33M | +1751% | 94k | 353.86 |
|
| Envista Hldgs Corp (NVST) | 2.3 | $30M | -71% | 1.2M | 25.37 |
|
| Lpl Financial Holdings (LPLA) | 2.2 | $29M | -68% | 96k | 300.83 |
|
| Molson Coors Beverage CL B (TAP) | 2.2 | $29M | -80% | 665k | 43.06 |
|
| Brown & Brown (BRO) | 2.1 | $27M | -25% | 415k | 65.21 |
|
| Us Foods Hldg Corp call (USFD) | 2.0 | $27M | -83% | 290k | 92.21 |
|
| Primo Brands Corporation Class A Com Shs (PRMB) | 1.9 | $25M | -62% | 1.3M | 18.83 |
|
| Energizer Holdings (ENR) | 1.8 | $23M | -66% | 1.4M | 16.42 |
|
| Waystar Holding Corp (WAY) | 1.7 | $23M | NEW | 951k | 24.11 |
|
| Iqvia Holdings (IQV) | 1.7 | $22M | -48% | 130k | 170.54 |
|
| Becton, Dickinson and (BDX) | 1.6 | $21M | -64% | 131k | 157.23 |
|
| Neogen Corporation (NEOG) | 1.6 | $21M | -80% | 2.2M | 9.29 |
|
| Fortive (FTV) | 1.5 | $19M | -55% | 348k | 55.28 |
|
| C H Robinson Worldwide In Com New (CHRW) | 1.5 | $19M | -86% | 116k | 166.07 |
|
| Airbnb Com Cl A (ABNB) | 1.4 | $19M | -24% | 149k | 126.28 |
|
| Fidelity National Information Services (FIS) | 1.4 | $19M | 398k | 46.91 |
|
|
| Landstar System (LSTR) | 1.3 | $17M | -42% | 107k | 160.31 |
|
| Ralliant Corp (RAL) | 1.2 | $16M | -31% | 385k | 41.59 |
|
| International Flavors & Fragrances (IFF) | 0.9 | $12M | -60% | 159k | 72.55 |
|
| Charles Schwab Corporation (SCHW) | 0.9 | $12M | -81% | 122k | 93.98 |
|
| Align Technology (ALGN) | 0.8 | $10M | -57% | 60k | 171.43 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.8 | $10M | NEW | 302k | 33.74 |
|
| FedEx Corporation (FDX) | 0.7 | $9.6M | -90% | 27k | 356.18 |
|
| Willis Towers Watson SHS (WTW) | 0.7 | $9.4M | -89% | 32k | 290.70 |
|
| Copart (CPRT) | 0.6 | $7.7M | -37% | 233k | 33.20 |
|
| Bellring Brands Common Stock (BRBR) | 0.5 | $7.2M | -61% | 447k | 16.09 |
|
| Capital One Financial (COF) | 0.5 | $7.0M | -82% | 38k | 182.43 |
|
| IDEX Corporation (IEX) | 0.5 | $6.9M | -63% | 36k | 189.55 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.4 | $5.6M | -68% | 61k | 91.64 |
|
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.4 | $5.6M | -92% | 81k | 69.37 |
|
| American Express Company (AXP) | 0.3 | $4.4M | -88% | 15k | 302.48 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $3.9M | -91% | 14k | 287.57 |
|
| Microsoft Corporation (MSFT) | 0.3 | $3.6M | -90% | 9.6k | 370.16 |
|
| Danaher Corporation (DHR) | 0.3 | $3.4M | -77% | 18k | 189.60 |
|
| SYSCO Corporation (SYY) | 0.2 | $3.2M | -94% | 45k | 71.33 |
|
| Walt Disney Company (DIS) | 0.2 | $3.2M | -86% | 33k | 96.38 |
|
| Pepsi (PEP) | 0.2 | $3.1M | -90% | 20k | 155.29 |
|
| Apple (AAPL) | 0.2 | $2.8M | -93% | 11k | 253.78 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.8M | -31% | 4.2k | 653.39 |
|
| Johnson & Johnson (JNJ) | 0.2 | $2.4M | -92% | 9.8k | 244.44 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.2 | $2.3M | -82% | 84k | 27.85 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $2.3M | -82% | 47k | 48.93 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.2M | -89% | 4.4k | 499.66 |
|
| Medtronic SHS (MDT) | 0.2 | $2.0M | -89% | 23k | 86.65 |
|
| salesforce (CRM) | 0.2 | $2.0M | NEW | 11k | 186.67 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.9M | -89% | 13k | 144.44 |
|
| Paychex (PAYX) | 0.1 | $1.8M | -90% | 20k | 92.12 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.1 | $1.8M | 40k | 45.65 |
|
|
| Workday Cl A (WDAY) | 0.1 | $1.8M | -61% | 14k | 129.92 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.8M | -89% | 3.6k | 491.53 |
|
| Credit Acceptance (CACC) | 0.1 | $1.7M | 4.0k | 423.46 |
|
|
| Keurig Dr Pepper (KDP) | 0.1 | $1.7M | -87% | 64k | 26.33 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $1.5M | -86% | 20k | 77.08 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $1.4M | -86% | 20k | 70.18 |
|
| Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) | 0.1 | $1.4M | -86% | 51k | 27.57 |
|
| Waste Management (WM) | 0.1 | $1.3M | -93% | 5.5k | 229.78 |
|
| DaVita (DVA) | 0.1 | $1.1M | 7.0k | 153.69 |
|
|
| Amazon (AMZN) | 0.1 | $1.1M | -91% | 5.1k | 208.27 |
|
| O'reilly Automotive (ORLY) | 0.1 | $1.1M | -20% | 12k | 92.31 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $922k | -64% | 3.2k | 286.86 |
|
| Zoetis Cl A (ZTS) | 0.1 | $897k | NEW | 7.6k | 118.21 |
|
| Us Bancorp Com New (USB) | 0.1 | $893k | -97% | 17k | 52.01 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $841k | -89% | 1.8k | 479.20 |
|
| Servicenow (NOW) | 0.1 | $837k | NEW | 8.0k | 104.55 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $792k | -97% | 4.7k | 169.65 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $751k | 11k | 67.53 |
|
|
| Equifax (EFX) | 0.1 | $740k | NEW | 4.1k | 180.07 |
|
| Alcon Ord Shs (ALC) | 0.1 | $736k | NEW | 9.8k | 75.35 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | -66% | 1.00 | 718140.00 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $696k | 12k | 56.79 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $645k | -11% | 2.6k | 248.00 |
|
| United Sts 12 Month Oil Fd L Unit Ben Int (USL) | 0.0 | $603k | 13k | 48.20 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $582k | -4% | 6.0k | 97.13 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $540k | 18k | 30.68 |
|
|
| NVIDIA Corporation (NVDA) | 0.0 | $388k | -74% | 2.2k | 174.40 |
|
| Ford Motor Company (F) | 0.0 | $371k | -18% | 32k | 11.54 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $365k | NEW | 7.3k | 50.37 |
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.0 | $361k | NEW | 7.4k | 48.86 |
|
| Oracle Corporation (ORCL) | 0.0 | $346k | -62% | 2.4k | 147.14 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $332k | -95% | 556.00 | 597.55 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $310k | -20% | 1.6k | 192.90 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $304k | -51% | 1.0k | 294.06 |
|
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $302k | 6.0k | 50.30 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $299k | -22% | 1.7k | 173.45 |
|
| Nicolet Bankshares (NIC) | 0.0 | $231k | NEW | 1.6k | 148.62 |
|
| Wells Fargo & Company (WFC) | 0.0 | $211k | 2.7k | 79.61 |
|
Past Filings by Clarkston Capital Partners
SEC 13F filings are viewable for Clarkston Capital Partners going back to 2012
- Clarkston Capital Partners 2026 Q1 filed May 14, 2026
- Clarkston Capital Partners 2025 Q4 filed Feb. 13, 2026
- Clarkston Capital Partners 2025 Q3 filed Nov. 13, 2025
- Clarkston Capital Partners 2025 Q2 filed Aug. 13, 2025
- Clarkston Capital Partners 2025 Q1 filed May 14, 2025
- Clarkston Capital Partners 2024 Q4 filed Feb. 13, 2025
- Clarkston Capital Partners 2024 Q3 filed Nov. 7, 2024
- Clarkston Capital Partners 2024 Q2 filed Aug. 14, 2024
- Clarkston Capital Partners 2024 Q1 filed May 14, 2024
- Clarkston Capital Partners 2023 Q4 filed Feb. 14, 2024
- Clarkston Capital Partners 2023 Q3 filed Nov. 2, 2023
- Clarkston Capital Partners 2023 Q2 filed Aug. 7, 2023
- Clarkston Capital Partners 2023 Q1 filed May 15, 2023
- Clarkston Capital Partners 2022 Q4 filed Feb. 13, 2023
- Clarkston Capital Partners 2022 Q3 restated filed Nov. 16, 2022
- Clarkston Capital Partners 2022 Q3 filed Nov. 14, 2022