Clarkston Capital Partners, LLC Top Holdings and 13F Report (2026) About Clarkston Capital Partners, LLCInvestment ActivityClarkston Capital Partners, LLC has $1.18 billion in total holdings as of March 31, 2026.Clarkston Capital Partners, LLC owns shares of 96 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 8.24% of the portfolio was purchased this quarter.About 23.24% of the portfolio was sold this quarter.This quarter, Clarkston Capital Partners, LLC has purchased 98 new stocks and bought additional shares in 15 stocks.Clarkston Capital Partners, LLC sold shares of 62 stocks and completely divested from 8 stocks this quarter.Largest Holdings Post $106,434,058Clarivate $98,787,028Affiliated Managers Group $77,386,327Avantor $67,214,209CCC Intelligent Solutions $64,585,785 Largest New Holdings this Quarter 902252105 - Tyler Technologies $11,247,427 Holding922475108 - Veeva Systems $7,793,595 HoldingG63755105 - NIQ GLOBAL INTELLIGENCE PLC $6,805,631 Holding92345Y106 - Verisk Analytics $1,389,203 Holding866674104 - Sun Communities $1,031,226 Holding Largest Purchases this Quarter Ryan Specialty 408,830 shares (about $15.44M)CCC Intelligent Solutions 2,939,879 shares (about $15.17M)WAYSTAR HLDG CORP 609,659 shares (about $12.52M)Tyler Technologies 38,458 shares (about $11.25M)Veeva Systems 43,915 shares (about $7.79M) Largest Sales this Quarter Affiliated Managers Group 85,025 shares (about $28.77M)Avantor 1,840,075 shares (about $18.22M)RALLIANT CORP 188,612 shares (about $13.89M)Energizer 550,040 shares (about $11.79M)C.H. Robinson Worldwide 56,624 shares (about $10.66M) 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$106,434,058$1,133,964 â–²1.1%1,205,9159.0%Consumer StaplesCLVTClarivate$98,787,028$6,238,523 â–²6.7%45,734,7358.3%IndustrialsAMGAffiliated Managers Group$77,386,327$28,772,460 â–¼-27.1%228,6836.5%FinanceAVTRAvantor$67,214,209$18,216,743 â–¼-21.3%6,789,3145.7%HealthcareCCCSCCC Intelligent Solutions$64,585,785$15,169,776 â–²30.7%12,516,6255.5%TechnologyLKQLKQ$42,582,666$2,093,893 â–²5.2%1,617,2683.6%Consumer DiscretionaryMIDDMiddleby$41,944,811$7,854,837 â–¼-15.8%243,8513.5%IndustrialsNVSTEnvista$38,841,218$7,694,068 â–²24.7%1,474,0503.3%HealthcareROPER TECHNOLOGIES INC$38,088,840$6,135,687 â–²19.2%112,5593.2%COMWLYJohn Wiley & Sons$36,823,019$8,900,372 â–¼-19.5%759,0813.1%Communication ServicesHSICHenry Schein$35,168,100$5,270,112 â–¼-13.0%421,0743.0%HealthcareLWLamb Weston$34,176,106$8,602,535 â–¼-20.1%791,4802.9%Consumer StaplesGFLGFL Environmental$32,335,062$1,874,450 â–¼-5.5%878,9092.7%IndustrialsWAYSTAR HLDG CORP$32,030,701$12,516,299 â–²64.1%1,560,1902.7%COMPRIMO BRANDS CORPORATION$27,263,480$4,908,163 â–¼-15.3%1,115,5272.3%CLASS A COM SHSRYANRyan Specialty$26,837,731$15,437,421 â–²135.4%710,7452.3%FinanceITGartner$25,609,153$4,150,562 â–¼-13.9%197,5712.2%IndustrialsBROBrown & Brown$25,396,087$1,217,246 â–¼-4.6%395,8862.1%FinanceLPLALPL Financial$21,548,238$5,606,840 â–¼-20.6%76,4991.8%FinanceIQVIQVIA$20,276,314$4,924,019 â–¼-19.5%104,9391.7%HealthcareUSFDUS Foods$19,183,634$10,425,410 â–¼-35.2%187,6151.6%Consumer StaplesENREnergizer$18,184,872$11,792,858 â–¼-39.3%848,1751.5%Consumer StaplesABNBAirbnb$17,408,544$3,921,942 â–¼-18.4%121,6531.5%Consumer DiscretionaryLSTRLandstar System$17,063,893$5,108,207 â–¼-23.0%82,5101.4%IndustrialsNEOGNeogen$16,625,099$3,195,945 â–¼-16.1%1,849,2881.4%HealthcareBDXBecton, Dickinson and Company$16,174,150$3,666,120 â–¼-18.5%106,8801.4%HealthcareFISFidelity National Information Services$15,266,737$202,643 â–¼-1.3%392,6631.3%FinanceFTVFortive$15,039,136$6,203,689 â–¼-29.2%246,1801.3%IndustrialsRALLIANT CORP$14,441,420$13,887,502 â–¼-49.0%196,1351.2%COMTYLTyler Technologies$11,247,427$11,247,427 â–²New Holding38,4580.9%TechnologyCHRWC.H. Robinson Worldwide$11,094,921$10,664,564 â–¼-49.0%58,9090.9%IndustrialsSCHWCharles Schwab$9,839,396$1,450,484 â–¼-12.8%106,6370.8%FinanceIFFInternational Flavors & Fragrances$8,858,380$3,711,457 â–¼-29.5%111,8200.7%MaterialsVEEVVeeva Systems$7,793,595$7,793,595 â–²New Holding43,9150.7%HealthcareNIQ GLOBAL INTELLIGENCE PLC$6,805,631$6,805,631 â–²New Holding727,8750.6%ORDINARY SHARESCOFCapital One Financial$4,927,027$2,771,766 â–¼-36.0%24,5590.4%FinanceAXPAmerican Express$4,288,708$671,432 â–¼-13.5%12,6790.4%FinanceBUDAnheuser-Busch InBev SA/NV$3,628,402$3,001,915 â–¼-45.3%44,0340.3%Consumer StaplesGOOGLAlphabet$3,409,667$1,464,145 â–¼-30.0%9,5410.3%Communication ServicesSYYSysco$3,378,722$379,370 â–¼-10.1%40,4250.3%Consumer StaplesMSFTMicrosoft$3,218,476$366,685 â–¼-10.2%8,6280.3%TechnologyIVViShares Core S&P 500 ETF$3,085,614$88,374 â–¼-2.8%4,1200.3%ETFDHRDanaher$2,969,583$474,295 â–¼-13.8%15,5900.3%HealthcareWTWWillis Towers Watson Public$2,654,212$5,756,673 â–¼-68.4%10,1550.2%FinancePEPPepsiCo$2,389,810$342,968 â–¼-12.6%17,6500.2%Consumer StaplesPAYXPaychex$2,232,946$304,917 â–²15.8%22,7090.2%IndustrialsAAPLApple$2,183,800$1,008,709 â–¼-31.6%7,5470.2%TechnologyMAMastercard$2,152,498$87,826 â–¼-3.9%4,1910.2%FinanceFDXFedEx$2,072,294$6,383,780 â–¼-75.5%6,6180.2%IndustrialsSPDWSPDR Portfolio Developed World ex-US ETF$1,990,4050.0%39,5000.2%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,971,176$3,638,565 â–¼-64.9%21,5100.2%ETFJNJJohnson & Johnson$1,907,569$590,480 â–¼-23.6%7,5110.2%HealthcareKDPKeurig Dr Pepper$1,854,253$224,102 â–¼-10.8%56,6530.2%Consumer StaplesALCAlcon$1,715,076$1,059,442 â–²161.6%25,5600.1%HealthcareTMOThermo Fisher Scientific$1,548,200$246,669 â–¼-13.7%3,0880.1%HealthcareDVADaVita$1,547,1260.0%6,9540.1%HealthcareWDAYWorkday$1,538,330$157,187 â–¼-9.3%12,5660.1%TechnologyDISWalt Disney$1,502,078$1,644,913 â–¼-52.3%15,6060.1%Communication ServicesCRMSalesforce$1,483,884$182,979 â–¼-11.0%9,4720.1%TechnologyMDTMedtronic$1,405,480$405,622 â–¼-22.4%17,9660.1%HealthcareVRSKVerisk Analytics$1,389,203$1,389,203 â–²New Holding7,7380.1%IndustrialsOTISOtis Worldwide$1,367,059$31,289 â–¼-2.2%19,0930.1%IndustrialsPGProcter & Gamble$1,327,972$551,660 â–¼-29.3%9,0560.1%Consumer StaplesCACCCredit Acceptance$1,273,480$1,273,480 â–¼-50.0%2,0000.1%FinanceZTSZoetis$1,153,569$608,583 â–²111.7%16,0530.1%HealthcareGOOGAlphabet$1,107,690$28,266 â–¼-2.5%3,1350.1%Communication ServicesORLYO'Reilly Automotive$1,056,7330.0%11,4750.1%Consumer DiscretionarySUISun Communities$1,031,226$1,031,226 â–²New Holding8,6000.1%Real EstateNOWServiceNow$919,829$125,391 â–²15.8%9,2650.1%TechnologyBRK.BBerkshire Hathaway$858,169$20,016 â–¼-2.3%1,7150.1%FinanceIJHiShares Core S&P Mid-Cap ETF$857,8490.0%11,1250.1%ETFEFXEquifax$846,136$193,956 â–²29.7%5,3310.1%IndustrialsWMWaste Management$843,824$373,770 â–¼-30.7%3,7860.1%IndustrialsEEMiShares MSCI Emerging Markets ETF$838,0230.0%12,2500.1%ETFIWMiShares Russell 2000 ETF$781,1700.0%2,6000.1%ETFCPRTCopart$761,948$5,808,469 â–¼-88.4%27,0290.1%IndustrialsBRK.ABerkshire Hathaway$748,8500.0%10.1%FinanceAMZNAmazon.com$733,372$481,923 â–¼-39.7%3,0770.1%Consumer DiscretionaryEFAiShares MSCI EAFE ETF$622,4490.0%5,9920.1%ETFUSBU.S. Bancorp$589,021$447,866 â–¼-43.2%9,7520.0%FinanceSCHDSchwab US Dividend Equity ETF$558,442$95 â–²0.0%17,6110.0%ETFFEDEX FGHT HLDG CO INC$504,038$504,038 â–²New Holding3,3380.0%COMMON STOCKFFord Motor$447,0240.0%32,1600.0%Consumer DiscretionaryFNDFSchwab Fundamental International Equity ETF$404,377$2,074,279 â–¼-83.7%7,6640.0%ETFNVDANVIDIA$398,179$46,421 â–¼-10.4%1,9900.0%TechnologyVOOVanguard S&P 500 ETF$381,8660.0%5560.0%ETFFNDXSchwab Fundamental U.S. Large Company ETF$344,550$2,277,438 â–¼-86.9%11,0790.0%ETFALGNAlign Technology$337,320$9,778,064 â–¼-96.7%2,0000.0%HealthcareJPMJPMorgan Chase & Co.$327,330$11,129 â–¼-3.3%1,0000.0%FinanceRTXRTX$305,0860.0%1,6080.0%IndustrialsORCLOracle$293,100$51,293 â–¼-14.9%2,0000.0%TechnologyMARSH & MCLENNAN COS INC$283,339$4,167 â–¼-1.4%1,7000.0%COMLBRDKLiberty Broadband$273,564$74,004 â–²37.1%8,2250.0%Communication ServicesNICNicolet Bankshares$257,1810.0%1,5550.0%FinanceWFCWells Fargo & Company$218,9960.0%2,6500.0%FinanceDGROiShares Core Dividend Growth ETF$208,801$1,317,985 â–¼-86.3%2,7550.0%ETFTAPMolson Coors Beverage$0$28,642,866 â–¼-100.0%00.0%Consumer StaplesBRBRBellRing Brands$0$7,188,497 â–¼-100.0%00.0%Consumer StaplesIEXIDEX$0$6,873,083 â–¼-100.0%00.0%IndustrialsHARRIS OAKMARK ETF TRUST$0$1,408,572 â–¼-100.0%00.0%OAKMARK U S LRGShowing largest 100 holdings. 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