Clarkston Capital Partners, LLC Top Holdings and 13F Report (2025) About Clarkston Capital Partners, LLCInvestment ActivityClarkston Capital Partners, LLC has $5.07 billion in total holdings as of March 31, 2025.Clarkston Capital Partners, LLC owns shares of 146 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 48.95% of the portfolio was purchased this quarter.About 1.06% of the portfolio was sold this quarter.This quarter, Clarkston Capital Partners, LLC has purchased 105 new stocks and bought additional shares in 29 stocks.Clarkston Capital Partners, LLC sold shares of 22 stocks and completely divested from 21 stocks this quarter.Largest Holdings Post $391,494,384Clarivate $292,894,702Molson Coors Beverage $277,154,039Affiliated Managers Group $266,381,992US Foods $222,558,763 Largest New Holdings this Quarter G21810109 - Clarivate $292,894,702 Holding60871R209 - Molson Coors Beverage $277,154,039 Holding50212V100 - LPL Financial $220,566,621 Holding36168Q104 - GFL Environmental $217,794,524 HoldingG96629103 - Willis Towers Watson Public $172,545,493 Holding Largest Purchases this Quarter Clarivate 74,527,914 shares (about $292.89M)Molson Coors Beverage 4,553,212 shares (about $277.15M)LPL Financial 674,227 shares (about $220.57M)GFL Environmental 4,508,270 shares (about $217.79M)Willis Towers Watson Public 510,565 shares (about $172.55M) Largest Sales this Quarter US Foods 266,307 shares (about $17.43M)Charles Schwab 101,761 shares (about $7.97M)American Express 12,885 shares (about $3.47M)Dollar General 15,630 shares (about $1.37M)Apple 1,042 shares (about $231.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofClarkston Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPOSTPost$391,494,384$12,255,617 ▲3.2%3,364,5107.7%Consumer StaplesCLVTClarivate$292,894,702$292,894,702 ▲New Holding74,527,9145.8%Computer and TechnologyTAPMolson Coors Beverage$277,154,039$277,154,039 ▲New Holding4,553,2125.5%Consumer StaplesAMGAffiliated Managers Group$266,381,992$2,207,074 ▲0.8%1,585,3245.3%FinanceUSFDUS Foods$222,558,763$17,432,456 ▼-7.3%3,399,9204.4%Consumer StaplesLPLALPL Financial$220,566,621$220,566,621 ▲New Holding674,2274.4%FinanceGFLGFL Environmental$217,794,524$217,794,524 ▲New Holding4,508,2704.3%Business ServicesLWLamb Weston$198,359,120$34,583,976 ▲21.1%3,721,5593.9%Consumer StaplesWTWWillis Towers Watson Public$172,545,493$172,545,493 ▲New Holding510,5653.4%FinanceCHRWC.H. Robinson Worldwide$170,189,691$170,189,691 ▲New Holding1,662,0093.4%TransportationSYYSysco$160,671,352$748,299 ▲0.5%2,141,1433.2%Consumer StaplesAVTRAvantor$155,485,509$155,485,509 ▲New Holding9,591,9503.1%MedicalWLYJohn Wiley & Sons$136,063,960$205,778 ▲0.2%3,053,5002.7%Consumer StaplesENREnergizer$125,841,575$125,841,575 ▲New Holding4,205,9352.5%Consumer StaplesHSICHenry Schein$119,965,029$503,059 ▲0.4%1,751,5702.4%MedicalBROBrown & Brown$118,268,324$339,612 ▲0.3%950,7102.3%FinanceLKQLKQ$106,958,109$835,698 ▲0.8%2,514,2952.1%Auto/Tires/TrucksMIDDMiddleby$104,647,349$1,566,914 ▲1.5%688,5602.1%IndustrialsCABOCable One$94,930,918$94,930,918 ▲New Holding357,1921.9%Consumer DiscretionaryBUDAnheuser-Busch InBev SA/NV$92,235,163$92,235,163 ▲New Holding1,498,2971.8%Consumer StaplesHIHillenbrand$90,789,357$342,788 ▲0.4%3,760,9511.8%IndustrialsFDXFedEx$83,490,163$83,490,163 ▲New Holding342,4821.6%TransportationNVSTEnvista$80,893,253$6,881,079 ▲9.3%4,686,7471.6%MedicalSCHWCharles Schwab$71,652,344$7,965,851 ▼-10.0%915,3341.4%FinanceNEOGNeogen$54,413,570$29,559,576 ▲118.9%6,276,0751.1%MedicalDGDollar General$51,564,907$1,374,347 ▼-2.6%586,4311.0%Retail/WholesaleWBDWarner Bros. Discovery$50,596,510$99,252 ▲0.2%4,715,4251.0%Consumer DiscretionaryCCCSCCC Intelligent Solutions$45,766,117$45,766,117 ▲New Holding5,068,2300.9%Computer and TechnologyCOFCapital One Financial$42,539,301$42,539,301 ▲New Holding237,2520.8%FinanceAXPAmerican Express$40,095,755$3,466,713 ▼-8.0%149,0270.8%FinanceMSFTMicrosoft$38,612,474$96,850 ▼-0.3%102,8600.8%Computer and TechnologyCMCSAComcast$36,846,459$36,846,459 ▲New Holding998,5490.7%Consumer DiscretionaryMAAMid-America Apartment Communities$35,191,800$35,191,800 ▲New Holding210,0000.7%FinanceAAPLApple$34,724,173$231,459 ▼-0.7%156,3240.7%Computer and TechnologyKVUEKenvue$32,862,269$32,862,269 ▲New Holding1,370,4030.6%Consumer StaplesPAYXPaychex$32,246,111$248,237 ▲0.8%209,0100.6%Business ServicesUPSUnited Parcel Service$31,929,941$8,844,613 ▲38.3%290,2990.6%TransportationUSBU.S. Bancorp$29,735,627$67,341 ▲0.2%704,3020.6%FinancePEPPepsiCo$29,425,580$2,192,873 ▲8.1%196,2490.6%Consumer StaplesGOOGLAlphabet$26,235,652$26,235,652 ▲New Holding169,6560.5%Computer and TechnologyFTVFortive$24,706,300$24,706,300 ▲New Holding337,6100.5%Computer and TechnologyMDTMedtronic$24,593,560$81,772 ▲0.3%273,6880.5%MedicalDISWalt Disney$23,744,488$230,860 ▲1.0%240,5720.5%Consumer DiscretionaryICLRICON Public$23,355,040$23,355,040 ▲New Holding133,4650.5%MedicalMAMastercard$23,291,283$23,291,283 ▲New Holding42,4930.5%Business ServicesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$23,223,834$23,223,834 ▲New Holding253,1760.5%ETFPGProcter & Gamble$21,153,552$400,828 ▲1.9%124,1260.4%Consumer StaplesJNJJohnson & Johnson$20,626,730$508,135 ▲2.5%124,3770.4%MedicalKDPKeurig Dr Pepper$20,595,209$20,595,209 ▲New Holding601,8470.4%Consumer StaplesDEODiageo$20,512,041$20,512,041 ▲New Holding195,7440.4%Consumer StaplesBDXBecton, Dickinson and Company$20,080,369$462,015 ▲2.4%87,6640.4%MedicalLESLLeslie's$17,057,386$101,977 ▲0.6%23,191,5500.3%Consumer StaplesWMWaste Management$16,991,066$582,945 ▲3.6%73,3920.3%Business ServicesALGNAlign Technology$15,217,199$15,217,199 ▲New Holding95,7900.3%MedicalABNBAirbnb$10,681,516$10,681,516 ▲New Holding89,4150.2%Consumer DiscretionaryBXBlackstone$10,528,928$10,528,928 ▲New Holding75,3250.2%FinanceOTISOtis Worldwide$9,976,158$9,976,158 ▲New Holding96,6680.2%ConstructionSERVISFIRST BANCSHARES INC$9,912,000$9,912,000 ▲New Holding120,0000.2%COMMETAMeta Platforms$9,366,426$69,163 ▼-0.7%16,2510.2%Computer and TechnologyLLYEli Lilly and Company$8,259,1000.0%10,0000.2%MedicalEPDEnterprise Products Partners$6,875,796$109,248 ▼-1.6%201,4000.1%EnergyXOMExxon Mobil$6,538,992$6,538,992 ▲New Holding54,9820.1%EnergyGSThe Goldman Sachs Group$5,462,900$5,462,900 ▲New Holding10,0000.1%FinanceCSCOCisco Systems$4,794,867$4,794,867 ▲New Holding77,7000.1%Computer and TechnologyBRK.ABerkshire Hathaway$4,790,649$3,992,208 ▲500.0%60.1%FinanceFISFidelity National Information Services$4,704,840$4,704,840 ▲New Holding63,0000.1%Business ServicesIQVIQVIA$4,231,200$4,231,200 ▲New Holding24,0000.1%MedicalPMPhilip Morris International$4,111,1070.0%25,9000.1%Consumer StaplesMCKMcKesson$3,930,262$3,930,262 ▲New Holding5,8400.1%MedicalIVViShares Core S&P 500 ETF$3,402,3220.0%6,0550.1%ETFCOSTCostco Wholesale$3,335,912$3,335,912 ▲New Holding3,5270.1%Retail/WholesaleVOOVanguard S&P 500 ETF$3,139,990$514 ▼0.0%6,1100.1%ETFBMYBristol-Myers Squibb$2,805,5400.0%46,0000.1%MedicalSOSouthern$2,758,5000.0%30,0000.1%UtilitiesAMZNAmazon.com$2,591,722$13,699 ▼-0.5%13,6220.1%Retail/WholesaleHDHome Depot$2,491,033$42,146 ▼-1.7%6,7970.0%Retail/WholesaleDUKDuke Energy$2,465,014$2,465,014 ▲New Holding20,2100.0%UtilitiesNUENucor$2,406,8000.0%20,0000.0%Basic MaterialsSPYSPDR S&P 500 ETF Trust$2,315,951$2,315,951 ▲New Holding4,1400.0%FinanceBACBank of America$2,282,6310.0%54,7000.0%FinanceKOCoca-Cola$2,214,1320.0%30,9150.0%Consumer StaplesCVXChevron$2,178,7850.0%13,0240.0%EnergyCACCCredit Acceptance$2,065,4000.0%4,0000.0%FinanceVICIVICI Properties$1,957,2000.0%60,0000.0%FinanceETEnergy Transfer$1,859,000$1,859,000 ▲New Holding100,0000.0%EnergyIBMInternational Business Machines$1,753,053$38,542 ▼-2.2%7,0500.0%Computer and TechnologyPFEPfizer$1,689,874$253,400 ▲17.6%66,6880.0%MedicalMCDMcDonald's$1,686,798$32,486 ▼-1.9%5,4000.0%Retail/WholesaleGOOGAlphabet$1,683,378$1,683,378 ▲New Holding10,7750.0%Computer and TechnologyMRKMerck & Co., Inc.$1,625,284$1,625,284 ▲New Holding18,1070.0%MedicalIWFiShares Russell 1000 Growth ETF$1,575,797$114,104 ▲7.8%4,3640.0%ETFESEversource Energy$1,552,750$1,552,750 ▲New Holding25,0000.0%UtilitiesAWKAmerican Water Works$1,475,2000.0%10,0000.0%UtilitiesSPDWSPDR Portfolio Developed World ex-US ETF$1,438,195$1,438,195 ▲New Holding39,5000.0%ETFPRUPrudential Financial$1,396,0000.0%12,5000.0%FinanceSYKStryker$1,329,677$18,613 ▼-1.4%3,5720.0%MedicalVVisa$1,271,469$1,271,469 ▲New Holding3,6280.0%Business ServicesFRMEFirst Merchants$1,258,210$144,897 ▼-10.3%31,1130.0%FinanceISRGIntuitive Surgical$1,229,260$1,229,260 ▲New Holding2,4820.0%MedicalBRK.BBerkshire Hathaway$1,222,804$39,944 ▲3.4%2,2960.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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