Clarkston Capital Partners, LLC Top Holdings and 13F Report (2026) About Clarkston Capital Partners, LLCInvestment ActivityClarkston Capital Partners, LLC has $1.10 billion in total holdings as of March 31, 2026.Clarkston Capital Partners, LLC owns shares of 96 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 10.32% of the portfolio was purchased this quarter.About 20.44% of the portfolio was sold this quarter.This quarter, Clarkston Capital Partners, LLC has purchased 96 new stocks and bought additional shares in 20 stocks.Clarkston Capital Partners, LLC sold shares of 51 stocks and completely divested from 5 stocks this quarter.Largest Holdings Post $90,705,389CCC Intelligent Solutions $72,540,554Clarivate $71,142,752Avantor $58,923,880Affiliated Managers Group $54,610,800 Largest New Holdings this Quarter 22160N109 - CoStar Group $26,731,029 Holding216648501 - COOPER COS INC $15,974,587 Holding59739R104 - MIDERA FOOD PROCESSING INC $12,622,973 Holding77311W101 - Rocket Companies $11,388,477 Holding16119P108 - Charter Communications $215,257 Holding Largest Purchases this Quarter CoStar Group 975,585 shares (about $26.73M)Tyler Technologies 63,173 shares (about $20.13M)COOPER COS INC 282,586 shares (about $15.97M)MIDERA FOOD PROCESSING INC 309,235 shares (about $12.62M)Rocket Companies 989,442 shares (about $11.39M) Largest Sales this Quarter Avantor 2,874,106 shares (about $43.26M)Affiliated Managers Group 79,314 shares (about $29.00M)CCC Intelligent Solutions 1,624,650 shares (about $10.82M)US Foods 84,145 shares (about $7.76M)IQVIA 27,668 shares (about $7.44M) 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$90,705,389$2,854,482 ▲3.2%1,245,0988.2%Consumer StaplesCCCSCCC Intelligent Solutions$72,540,554$10,820,169 ▼-13.0%10,891,9756.6%TechnologyCLVTClarivate$71,142,752$5,234,256 ▼-6.9%42,600,4506.4%IndustrialsAVTRAvantor$58,923,880$43,255,295 ▼-42.3%3,915,2085.3%HealthcareAMGAffiliated Managers Group$54,610,800$28,997,991 ▼-34.7%149,3694.9%FinanceWAYSTAR HLDG CORP$46,064,674$6,529,459 ▲16.5%1,817,8644.2%COMROPER TECHNOLOGIES INC$43,084,699$3,755,459 ▲9.5%123,3073.9%COMRYANRyan Specialty$36,848,670$10,551,105 ▲40.1%995,9103.3%FinanceGFLGFL Environmental$34,107,345$2,657,418 ▼-7.2%815,3803.1%IndustrialsLKQLKQ$33,765,113$3,157,115 ▼-8.6%1,478,9803.1%Consumer DiscretionaryTYLTyler Technologies$32,379,637$20,126,918 ▲164.3%101,6312.9%TechnologyNVSTEnvista$31,807,718$2,788,236 ▼-8.1%1,355,2502.9%HealthcareITGartner$29,768,613$7,086,282 ▼-19.2%159,5832.7%IndustrialsHSICHenry Schein$29,501,180$5,856,404 ▼-16.6%351,3302.7%HealthcareWLYJohn Wiley & Sons$28,933,008$7,320,701 ▼-20.2%605,8002.6%Communication ServicesCSGPCoStar Group$26,731,029$26,731,029 ▲New Holding975,5852.4%Real EstateMIDDMiddleby$22,829,136$2,428,951 ▼-9.6%220,4012.1%IndustrialsBROBrown & Brown$21,103,068$3,006,389 ▼-12.5%346,5201.9%FinanceIQVIQVIA$20,774,308$7,438,542 ▼-26.4%77,2711.9%HealthcareLPLALPL Financial$20,753,117$2,640,277 ▼-11.3%67,8651.9%FinancePRIMO BRANDS CORPORATION$19,747,992$1,502,797 ▼-7.1%1,036,6401.8%CLASS A COM SHSABNBAirbnb$18,316,188$1,227,366 ▼-6.3%114,0131.7%Consumer DiscretionaryNEOGNeogen$18,214,144$5,456,742 ▼-23.1%1,422,9801.6%HealthcareBDXBecton, Dickinson and Company$17,639,197$1,492,323 ▼-7.8%98,5431.6%HealthcareCOOPER COS INC$15,974,587$15,974,587 ▲New Holding282,5861.4%COMNIQ GLOBAL INTELLIGENCE PLC$13,613,528$1,232,374 ▲10.0%800,3251.2%ORDINARY SHARESMIDERA FOOD PROCESSING INC$12,622,973$12,622,973 ▲New Holding309,2351.1%COMVEEVVeeva Systems$11,980,337$555,200 ▼-4.4%41,9701.1%HealthcareRALLIANT CORP$11,745,758$1,820,900 ▼-13.4%169,8101.1%COMRKTRocket Companies$11,388,477$11,388,477 ▲New Holding989,4421.0%FinanceLSTRLandstar System$10,891,094$3,023,805 ▼-21.7%64,5801.0%IndustrialsFTVFortive$10,242,893$3,250,233 ▼-24.1%186,8800.9%IndustrialsSCHWCharles Schwab$9,588,392$834,309 ▼-8.0%98,1010.9%FinanceUSFDUS Foods$9,540,969$7,759,011 ▼-44.8%103,4700.9%Consumer StaplesFISFidelity National Information Services$8,775,351$4,143,261 ▼-32.1%266,7280.8%FinanceIFFInternational Flavors & Fragrances$8,082,534$1,252,200 ▼-13.4%96,8200.7%MaterialsCHRWC.H. Robinson Worldwide$7,496,541$1,219,634 ▼-14.0%50,6660.7%IndustrialsMSFTMicrosoft$4,267,947$157,464 ▼-3.6%8,3210.4%TechnologyAXPAmerican Express$3,850,259$5,474 ▼-0.1%12,6610.3%FinanceCOFCapital One Financial$3,844,410$897,196 ▼-18.9%19,9120.3%FinanceGOOGLAlphabet$3,299,383$16,516 ▲0.5%9,5890.3%Communication ServicesIVViShares Core S&P 500 ETF$3,155,3260.0%4,1200.3%ETFBUDAnheuser-Busch InBev SA/NV$2,930,204$304,974 ▼-9.4%39,8830.3%Consumer StaplesSYYSysco$2,888,886$262,647 ▼-8.3%37,0560.3%Consumer StaplesWTWWillis Towers Watson Public$2,658,921$268,054 ▼-9.2%9,2250.2%FinanceAAPLApple$2,440,038$73,264 ▼-2.9%7,3270.2%TechnologyWDAYWorkday$2,395,225$1,905 ▲0.1%12,5760.2%TechnologyMAMastercard$2,384,556$73,346 ▲3.2%4,3240.2%FinanceCRMSalesforce$2,183,670$9,183 ▲0.4%9,5120.2%TechnologyPAYXPaychex$2,176,179$60,677 ▼-2.7%22,0930.2%IndustrialsPEPPepsiCo$2,122,180$114,428 ▼-5.1%16,7470.2%Consumer StaplesTMOThermo Fisher Scientific$2,080,504$4,050 ▼-0.2%3,0820.2%HealthcareSPDWSPDR Portfolio Developed World ex-US ETF$1,983,2950.0%39,5000.2%ETFDHRDanaher$1,942,994$1,510,971 ▼-43.7%8,7700.2%HealthcareNOWServiceNow$1,928,002$686,399 ▲55.3%14,3870.2%TechnologyJNJJohnson & Johnson$1,888,126$100,336 ▼-5.0%7,1320.2%HealthcareFDXFedEx$1,861,353$25,373 ▼-1.3%6,5290.2%IndustrialsZTSZoetis$1,755,526$634,545 ▲56.6%25,1400.2%HealthcareKDPKeurig Dr Pepper$1,735,691$16,839 ▲1.0%57,2080.2%Consumer StaplesALCAlcon$1,671,198$16,188 ▲1.0%25,8100.2%HealthcareDISWalt Disney$1,498,182$138,888 ▼-8.5%14,2820.1%Communication ServicesVRSKVerisk Analytics$1,315,608$16,785 ▲1.3%7,8380.1%IndustrialsPGProcter & Gamble$1,296,479$19,177 ▼-1.5%8,9240.1%Consumer StaplesBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,252,719$718,458 ▼-36.4%13,6700.1%ETFDVADaVita$1,216,3940.0%6,9540.1%HealthcareEFXEquifax$1,144,582$412,955 ▲56.4%8,3400.1%IndustrialsGOOGAlphabet$1,068,2200.0%3,1350.1%Communication ServicesCACCCredit Acceptance$1,062,0000.0%2,0000.1%FinanceOTISOtis Worldwide$1,015,613$212,449 ▼-17.3%15,7900.1%IndustrialsORLYO'Reilly Automotive$980,0800.0%11,4750.1%Consumer DiscretionarySUISun Communities$952,7080.0%8,6000.1%Real EstateCPRTCopart$885,263$147,912 ▲20.1%32,4510.1%IndustrialsBRK.BBerkshire Hathaway$858,964$4,980 ▲0.6%1,7250.1%FinanceEEMiShares MSCI Emerging Markets ETF$818,1780.0%12,2500.1%ETFIJHiShares Core S&P Mid-Cap ETF$800,4440.0%11,1250.1%ETFAMZNAmazon.com$760,157$6,478 ▼-0.8%3,0510.1%Consumer DiscretionaryBRK.ABerkshire Hathaway$747,0050.0%10.1%FinanceIWMiShares Russell 2000 ETF$722,5140.0%2,6000.1%ETFWMWaste Management$690,065$81,976 ▼-10.6%3,3840.1%IndustrialsEFAiShares MSCI EAFE ETF$622,5090.0%5,9920.1%ETFSCHDSchwab US Dividend Equity ETF$572,969$98 ▲0.0%17,6140.1%ETFMDTMedtronic$568,651$981,635 ▼-63.3%6,5900.1%HealthcareNVDANVIDIA$454,4760.0%1,9900.0%TechnologyUSBU.S. Bancorp$428,290$134,985 ▼-24.0%7,4150.0%FinanceFNDFSchwab Fundamental International Equity ETF$407,533$4,408 ▼-1.1%7,5820.0%ETFVOOVanguard S&P 500 ETF$389,6780.0%5560.0%ETFFEDEX FGHT HLDG CO INC$373,423$8,313 ▲2.3%3,4140.0%COMMON STOCKFNDXSchwab Fundamental U.S. Large Company ETF$339,876$8,780 ▼-2.5%10,8000.0%ETFRTXRTX$298,5250.0%1,6080.0%IndustrialsMARSH & MCLENNAN COS INC$290,2410.0%1,7000.0%COMORCLOracle$274,6000.0%2,0000.0%TechnologyJPMJPMorgan Chase & Co.$267,972$62,858 ▼-19.0%8100.0%FinanceNICNicolet Bankshares$253,4960.0%1,5550.0%FinanceCHTRCharter Communications$215,257$215,257 ▲New Holding1,9410.0%Communication ServicesWFCWells Fargo & Company$212,1330.0%2,6500.0%FinanceDGROiShares Core Dividend Growth ETF$207,6990.0%2,7550.0%ETFLWLamb Weston$0$34,176,106 ▼-100.0%00.0%Consumer StaplesENREnergizer$0$18,184,872 ▼-100.0%00.0%Consumer StaplesFFord Motor$0$447,024 ▼-100.0%00.0%Consumer DiscretionaryALGNAlign Technology$0$337,320 ▼-100.0%00.0%HealthcareShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
