Clarkston Capital Partners, LLC Top Holdings and 13F Report (2026) About Clarkston Capital Partners, LLCInvestment ActivityClarkston Capital Partners, LLC has $1.31 billion in total holdings as of March 31, 2026.Clarkston Capital Partners, LLC owns shares of 98 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 6.83% of the portfolio was purchased this quarter.About 219.91% of the portfolio was sold this quarter.This quarter, Clarkston Capital Partners, LLC has purchased 178 new stocks and bought additional shares in 3 stocks.Clarkston Capital Partners, LLC sold shares of 77 stocks and completely divested from 90 stocks this quarter.Largest Holdings Post $117,946,604Clarivate $108,401,721Affiliated Managers Group $86,803,004Avantor $67,654,410CCC Intelligent Solutions $57,460,476 Largest New Holdings this Quarter 946784105 - WAYSTAR HLDG CORP $22,917,302 Holding78351F107 - Ryan Specialty $10,186,612 Holding79466L302 - Salesforce $1,986,169 Holding98978V103 - Zoetis $896,505 Holding81762P102 - ServiceNow $836,609 Holding Largest Purchases this Quarter ROPER TECHNOLOGIES INC 89,327 shares (about $31.61M)WAYSTAR HLDG CORP 950,531 shares (about $22.92M)Gartner 117,725 shares (about $18.64M)Ryan Specialty 301,915 shares (about $10.19M)Salesforce 10,640 shares (about $1.99M) Largest Sales this Quarter Post 1,675,300 shares (about $165.62M)Affiliated Managers Group 590,411 shares (about $163.37M)US Foods 1,473,541 shares (about $135.88M)C.H. Robinson Worldwide 768,998 shares (about $127.71M)Molson Coors Beverage 2,686,230 shares (about $115.67M) 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$117,946,604$165,620,159 â–¼-58.4%1,193,0679.0%Consumer StaplesCLVTClarivate$108,401,721$55,977,778 â–¼-34.1%42,846,5308.3%Computer and TechnologyAMGAffiliated Managers Group$86,803,004$163,366,724 â–¼-65.3%313,7086.6%FinanceAVTRAvantor$67,654,410$50,769,300 â–¼-42.9%8,629,3895.2%MedicalCCCSCCC Intelligent Solutions$57,460,476$25,282,614 â–¼-30.6%9,576,7464.4%Computer and TechnologyLKQLKQ$45,163,512$65,269,744 â–¼-59.1%1,537,7433.4%Auto/Tires/TrucksLWLamb Weston$41,867,193$59,913,776 â–¼-58.9%990,7053.2%Consumer StaplesGFLGFL Environmental$38,793,717$78,232,342 â–¼-66.9%929,8593.0%Business ServicesMIDDMiddleby$38,384,031$66,196,265 â–¼-63.3%289,5162.9%IndustrialsITGartner$36,353,597$18,640,576 â–²105.2%229,5922.8%Business ServicesWLYJohn Wiley & Sons$35,911,384$63,832,322 â–¼-64.0%942,5562.7%Consumer StaplesHSICHenry Schein$35,683,624$73,220,287 â–¼-67.2%484,1742.7%MedicalROPER TECHNOLOGIES INC$33,413,938$31,609,252 â–²1,751.5%94,4272.5%COMNVSTEnvista$29,988,735$76,862,981 â–¼-71.9%1,182,0552.3%MedicalLPLALPL Financial$29,001,215$61,694,216 â–¼-68.0%96,4042.2%FinanceTAPMolson Coors Beverage$28,642,866$115,669,063 â–¼-80.2%665,1852.2%Consumer StaplesBROBrown & Brown$27,053,086$9,077,167 â–¼-25.1%414,8612.1%FinanceUSFDUS Foods$26,701,711$135,875,217 â–¼-83.6%289,5752.0%Consumer StaplesPRIMO BRANDS CORPORATION$24,786,908$40,674,833 â–¼-62.1%1,316,3521.9%CLASS A COM SHSENREnergizer$22,958,690$46,457,187 â–¼-66.9%1,398,2151.8%Consumer StaplesWAYSTAR HLDG CORP$22,917,302$22,917,302 â–²New Holding950,5311.7%COMIQVIQVIA$22,242,338$20,823,275 â–¼-48.4%130,4231.7%MedicalBDXBecton, Dickinson and Company$20,613,796$36,971,690 â–¼-64.2%131,1061.6%MedicalNEOGNeogen$20,482,481$84,760,866 â–¼-80.5%2,204,7881.6%MedicalFTVFortive$19,222,514$23,831,208 â–¼-55.4%347,7301.5%Computer and TechnologyCHRWC.H. Robinson Worldwide$19,186,565$127,707,496 â–¼-86.9%115,5331.5%TransportationABNBAirbnb$18,823,297$6,027,976 â–¼-24.3%149,0601.4%Consumer DiscretionaryFISFidelity National Information Services$18,664,316$227,279 â–¼-1.2%397,8751.4%Business ServicesLSTRLandstar System$17,186,835$12,609,183 â–¼-42.3%107,2101.3%TransportationRALLIANT CORP$16,001,628$7,256,124 â–¼-31.2%384,7471.2%COMIFFInternational Flavors & Fragrances$11,511,509$17,916,223 â–¼-60.9%158,6700.9%Basic MaterialsSCHWCharles Schwab$11,499,083$52,083,590 â–¼-81.9%122,3570.9%FinanceALGNAlign Technology$10,281,514$13,879,830 â–¼-57.4%59,9750.8%MedicalRYANRyan Specialty$10,186,612$10,186,612 â–²New Holding301,9150.8%FinanceFDXFedEx$9,618,641$89,674,727 â–¼-90.3%27,0050.7%TransportationWTWWillis Towers Watson Public$9,354,725$78,802,948 â–¼-89.4%32,1800.7%FinanceCPRTCopart$7,738,123$4,548,865 â–¼-37.0%233,0760.6%Business ServicesBRBRBellRing Brands$7,188,497$11,381,213 â–¼-61.3%446,7680.5%Consumer StaplesCOFCapital One Financial$7,000,679$33,067,650 â–¼-82.5%38,3750.5%FinanceIEXIDEX$6,873,083$12,050,641 â–¼-63.7%36,2600.5%IndustrialsBILSPDR Bloomberg 1-3 Month T-Bill ETF$5,609,743$12,192,428 â–¼-68.5%61,2150.4%ETFBUDAnheuser-Busch InBev SA/NV$5,581,857$65,523,086 â–¼-92.1%80,4650.4%Consumer StaplesAXPAmerican Express$4,435,581$35,138,005 â–¼-88.8%14,6640.3%FinanceGOOGLAlphabet$3,921,819$43,827,578 â–¼-91.8%13,6380.3%Computer and TechnologyMSFTMicrosoft$3,557,633$32,606,885 â–¼-90.2%9,6110.3%Computer and TechnologyDHRDanaher$3,427,968$11,925,840 â–¼-77.7%18,0800.3%MedicalSYYSysco$3,207,310$55,357,055 â–¼-94.5%44,9640.2%Consumer StaplesDISWalt Disney$3,151,265$20,284,293 â–¼-86.6%32,6960.2%Consumer DiscretionaryPEPPepsiCo$3,134,277$28,571,878 â–¼-90.1%20,1830.2%Consumer StaplesAAPLApple$2,800,001$39,281,479 â–¼-93.3%11,0330.2%Computer and TechnologyIVViShares Core S&P 500 ETF$2,768,467$1,245,745 â–¼-31.0%4,2380.2%ETFJNJJohnson & Johnson$2,404,266$29,106,627 â–¼-92.4%9,8360.2%MedicalFNDXSchwab Fundamental U.S. Large Company ETF$2,348,031$10,872,628 â–¼-82.2%84,3100.2%ETFFNDFSchwab Fundamental International Equity ETF$2,298,585$11,114,402 â–¼-82.9%46,9770.2%ETFMAMastercard$2,179,517$18,408,474 â–¼-89.4%4,3620.2%Business ServicesMDTMedtronic$2,006,034$16,524,847 â–¼-89.2%23,1510.2%MedicalCRMSalesforce$1,986,169$1,986,169 â–²New Holding10,6400.2%Computer and TechnologyPGProcter & Gamble$1,851,463$16,232,440 â–¼-89.8%12,8180.1%Consumer StaplesPAYXPaychex$1,806,295$16,423,945 â–¼-90.1%19,6080.1%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$1,803,1750.0%39,5000.1%ETFWDAYWorkday$1,799,392$2,821,213 â–¼-61.1%13,8500.1%Computer and TechnologyTMOThermo Fisher Scientific$1,759,677$14,664,303 â–¼-89.3%3,5800.1%MedicalCACCCredit Acceptance$1,693,8400.0%4,0000.1%FinanceKDPKeurig Dr Pepper$1,671,955$11,650,235 â–¼-87.4%63,5000.1%Consumer StaplesOTISOtis Worldwide$1,505,372$9,636,847 â–¼-86.5%19,5300.1%IndustrialsDGROiShares Core Dividend Growth ETF$1,413,776$8,718,040 â–¼-86.0%20,1450.1%ETFHARRIS OAKMARK ETF TRUST$1,408,572$9,290,235 â–¼-86.8%51,1000.1%OAKMARK U S LRGWMWaste Management$1,255,269$16,696,939 â–¼-93.0%5,4630.1%Business ServicesDVADaVita$1,068,7600.0%6,9540.1%MedicalAMZNAmazon.com$1,061,969$11,594,810 â–¼-91.6%5,0990.1%Retail/WholesaleORLYO'Reilly Automotive$1,059,257$276,930 â–¼-20.7%11,4750.1%Retail/WholesaleGOOGAlphabet$922,255$1,658,051 â–¼-64.3%3,2150.1%Computer and TechnologyZTSZoetis$896,505$896,505 â–²New Holding7,5840.1%MedicalUSBU.S. Bancorp$892,856$33,708,006 â–¼-97.4%17,1670.1%FinanceBRK.BBerkshire Hathaway$840,996$7,559,859 â–¼-90.0%1,7550.1%FinanceNOWServiceNow$836,609$836,609 â–²New Holding8,0020.1%Computer and TechnologyXOMExxonMobil$792,288$28,257,028 â–¼-97.3%4,6700.1%EnergyIJHiShares Core S&P Mid-Cap ETF$751,2710.0%11,1250.1%ETFEFXEquifax$739,908$739,908 â–²New Holding4,1090.1%Business ServicesALCAlcon$736,245$736,245 â–²New Holding9,7710.1%MedicalBRK.ABerkshire Hathaway$718,140$1,436,280 â–¼-66.7%10.1%FinanceEEMiShares MSCI Emerging Markets ETF$695,6780.0%12,2500.1%FinanceIWMiShares Russell 2000 ETF$644,800$86,800 â–¼-11.9%2,6000.0%FinanceUSLUnited States 12 Month Oil Fund$602,5000.0%12,5000.0%ETFEFAiShares MSCI EAFE ETF$582,003$30,110 â–¼-4.9%5,9920.0%FinanceSCHDSchwab US Dividend Equity ETF$540,223$61 â–²0.0%17,6080.0%ETFNVDANVIDIA$387,517$1,130,985 â–¼-74.5%2,2220.0%Computer and TechnologyFFord Motor$371,126$82,765 â–¼-18.2%32,1600.0%Auto/Tires/TrucksJAAAJanus Henderson AAA CLO ETF$365,183$365,183 â–²New Holding7,2500.0%ETFVNLAJanus Henderson Short Duration Income ETF$360,831$360,831 â–²New Holding7,3850.0%ETFORCLOracle$345,774$580,606 â–¼-62.7%2,3500.0%Computer and TechnologyVOOVanguard S&P 500 ETF$332,238$6,763,075 â–¼-95.3%5560.0%ETFRTXRTX$310,183$79,861 â–¼-20.5%1,6080.0%AerospaceJPMJPMorgan Chase & Co.$304,053$326,695 â–¼-51.8%1,0340.0%FinanceLBRDKLiberty Broadband$301,8000.0%6,0000.0%Consumer DiscretionaryMARSH & MCLENNAN COS INC$299,201$86,725 â–¼-22.5%1,7250.0%COMNICNicolet Bankshares$231,104$231,104 â–²New Holding1,5550.0%FinanceWFCWells Fargo & Company$210,9670.0%2,6500.0%FinanceMAAMid-America Apartment Communities$0$29,237,777 â–¼-100.0%00.0%FinanceUPSUnited Parcel Service$0$20,987,830 â–¼-100.0%00.0%TransportationShowing largest 100 holdings. 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