Clarkston Capital Partners, LLC
13F Reported Value
ⓘ$1.3B
Holdings
98
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Clarkston Capital Partners, LLC disclosed 98 positions worth $1.3B in its Form 13F-HR for Q1 2026, led by $POST (Post Holdings, Inc.) at 9.0% of the equity portfolio, followed by $CLVT and $AMG. During the quarter the fund opened 10 new positions and exited 86 — including a new stake in $WAY and a full exit from $MAA. The portfolio is most concentrated in Technology (32.7% of disclosed assets). All figures are sourced directly from Clarkston Capital Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1562855.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 53.8#1,256
Quality
$117.9M1,193,067 sh - —
Quality
$108.4M42,846,530 sh - 60.3#858
Quality
$86.8M313,708 sh - 38.4
Quality
$67.7M8,629,389 sh - 50.8
Quality
$57.5M9,576,746 sh - 54.3
Quality
$45.2M1,537,743 sh - 54.2
Quality
$41.9M990,705 sh - —
Quality
$38.8M929,859 sh - 44.9
Quality
$38.4M289,516 sh - 65.2
Quality
$36.4M229,592 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Post Holdings, Inc.$POST | 53.8#1,256 | $117.9M | 1,193,067 |
 CLARIVATE PLC$CLVT | — | $108.4M | 42,846,530 |
 AFFILIATED MANAGERS GROUP, INC.$AMG | 60.3#858 | $86.8M | 313,708 |
 Avantor, Inc.$AVTR | 38.4 | $67.7M | 8,629,389 |
 CCC Intelligent Solutions Holdings Inc.$CCC | 50.8 | $57.5M | 9,576,746 |
 LKQ CORP$LKQ | 54.3 | $45.2M | 1,537,743 |
 Lamb Weston Holdings, Inc.$LW | 54.2 | $41.9M | 990,705 |
 GFL Environmental Inc.$GFL | — | $38.8M | 929,859 |
 MIDDLEBY Corp$MIDD | 44.9 | $38.4M | 289,516 |
 GARTNER INC$IT | 65.2 | $36.4M | 229,592 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Clarkston Capital Partners, LLC's 98 positions.
Showing top 10 of 98 holdings.
Sector Allocation
Technology
$428.3M
Consumer Staples
$232.7M
Financials
$194.0M
Healthcare
$146.4M
Industrials
$110.6M
Consumer Discretionary
$84.9M
Utilities
$40.0M
Communication Services
$39.4M
Full Holdings — Clarkston Capital Partners, LLC (Q1 2026)
All 98 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $POST | Post Holdings, Inc. | $117.9M | 9.0% | -58% | 53.8 |
| 2 | $CLVT | CLARIVATE PLC | $108.4M | 8.3% | -34% | — |
| 3 | $AMG | AFFILIATED MANAGERS GROUP, INC. | $86.8M | 6.6% | -65% | 60.3 |
| 4 | $AVTR | Avantor, Inc. | $67.7M | 5.2% | -43% | 38.4 |
| 5 | $CCC | CCC Intelligent Solutions Holdings Inc. | $57.5M | 4.4% | -31% | 50.8 |
| 6 | $LKQ | LKQ CORP | $45.2M | 3.5% | -59% | 54.3 |
| 7 | $LW | Lamb Weston Holdings, Inc. | $41.9M | 3.2% | -59% | 54.2 |
| 8 | $GFL | GFL Environmental Inc. | $38.8M | 3.0% | -67% | — |
| 9 | $MIDD | MIDDLEBY Corp | $38.4M | 2.9% | -63% | 44.9 |
| 10 | $IT | GARTNER INC | $36.4M | 2.8% | +105% | 65.2 |
| 11 |  $WLY | JOHN WILEY & SONS, INC. | $35.9M | 2.7% | -64% | 50.6 |
| 12 |  $HSIC | HENRY SCHEIN INC | $35.7M | 2.7% | -67% | 52 |
| 13 |  $ROP | ROPER TECHNOLOGIES INC | $33.4M | 2.5% | +1752% | 72.2 |
| 14 |  $NVST | Envista Holdings Corp | $30.0M | 2.3% | -72% | 49.8 |
| 15 |  $LPLA | LPL Financial Holdings Inc. | $29.0M | 2.2% | -68% | 61.8 |
| 16 |  $TAP | MOLSON COORS BEVERAGE CO | $28.6M | 2.2% | -80% | 42.2 |
| 17 |  $BRO | BROWN & BROWN, INC. | $27.1M | 2.1% | -25% | 75.1 |
| 18 |  $USFD | US Foods Holding Corp. | $26.7M | 2.0% | -84% | 60.6 |
| 19 |  $PRMB | Primo Brands Corp | $24.8M | 1.9% | -62% | 46.5 |
| 20 |  $ENR | ENERGIZER HOLDINGS, INC. | $23.0M | 1.8% | -67% | 57 |
| 21 |  $WAY | Waystar Holding Corp. | $22.9M | 1.8% | NEW | 71.4 |
| 22 |  $IQV | IQVIA HOLDINGS INC. | $22.2M | 1.7% | -48% | 59.7 |
| 23 |  $BDX | BECTON DICKINSON & CO | $20.6M | 1.6% | -64% | 50.7 |
| 24 |  $NEOG | NEOGEN CORP | $20.5M | 1.6% | -81% | 36.9 |
| 25 |  $FTV | Fortive Corp | $19.2M | 1.5% | -55% | 55.9 |
| 26 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $19.2M | 1.5% | -87% | 59.8 |
| 27 |  $ABNB | Airbnb, Inc. | $18.8M | 1.4% | -24% | 70.1 |
| 28 |  $FIS | Fidelity National Information Services, Inc. | $18.7M | 1.4% | -1% | 69.6 |
| 29 |  $LSTR | LANDSTAR SYSTEM INC | $17.2M | 1.3% | -42% | 49 |
| 30 |  $RAL | Ralliant Corp | $16.0M | 1.2% | -31% | 36.3 |
| 31 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $11.5M | 0.9% | -61% | 42.4 |
| 32 |  $SCHW | SCHWAB CHARLES CORP | $11.5M | 0.9% | -82% | 77.2 |
| 33 |  $ALGN | ALIGN TECHNOLOGY INC | $10.3M | 0.8% | -57% | 58.2 |
| 34 |  $RYAN | RYAN SPECIALTY HOLDINGS, INC. | $10.2M | 0.8% | NEW | 56.2 |
| 35 |  $FDX | FEDEX CORP | $9.6M | 0.7% | -90% | 60.3 |
| 36 |  $WTW | WILLIS TOWERS WATSON PLC | $9.4M | 0.7% | -89% | — |
| 37 |  $CPRT | COPART INC | $7.7M | 0.6% | -37% | 74.9 |
| 38 |  $BRBR | BELLRING BRANDS, INC. | $7.2M | 0.6% | -61% | 58.7 |
| 39 |  $COF | CAPITAL ONE FINANCIAL CORP | $7.0M | 0.5% | -83% | 71 |
| 40 |  $IEX | IDEX CORP /DE/ | $6.9M | 0.5% | -64% | 60.6 |
| 41 | — | SPDR SERIES TRUST | $5.6M | 0.4% | -68% | — |
| 42 |  $BUD | Anheuser-Busch InBev SA/NV | $5.6M | 0.4% | -92% | — |
| 43 |  $AXP | AMERICAN EXPRESS CO | $4.4M | 0.3% | -89% | 73.2 |
| 44 |  $GOOG | Alphabet Inc. | $3.9M | 0.3% | -92% | 80.2 |
| 45 |  $MSFT | MICROSOFT CORP | $3.6M | 0.3% | -90% | 83.7 |
| 46 |  $DHR | DANAHER CORP /DE/ | $3.4M | 0.3% | -78% | 63.9 |
| 47 |  $SYY | SYSCO CORP | $3.2M | 0.2% | -95% | 58.4 |
| 48 |  $DIS | Walt Disney Co | $3.2M | 0.2% | -87% | 68.9 |
| 49 |  $PEP | PEPSICO INC | $3.1M | 0.2% | -90% | 62.7 |
| 50 |  $AAPL | Apple Inc. | $2.8M | 0.2% | -93% | 76.1 |
| 51 | — | ISHARES TR | $2.8M | 0.2% | -31% | — |
| 52 |  $JNJ | JOHNSON & JOHNSON | $2.4M | 0.2% | -92% | 72.8 |
| 53 | — | SCHWAB STRATEGIC TR | $2.3M | 0.2% | -82% | — |
| 54 | — | SCHWAB STRATEGIC TR | $2.3M | 0.2% | -83% | — |
| 55 |  $MA | Mastercard Inc | $2.2M | 0.2% | -89% | 81.7 |
| 56 |  $MDT | Medtronic plc | $2.0M | 0.1% | -89% | — |
| 57 |  $CRM | Salesforce, Inc. | $2.0M | 0.1% | NEW | 75.2 |
| 58 |  $PG | PROCTER & GAMBLE Co | $1.9M | 0.1% | -90% | 72.9 |
| 59 |  $PAYX | PAYCHEX INC | $1.8M | 0.1% | -90% | 75.1 |
| 60 | — | SPDR INDEX SHS FDS | $1.8M | 0.1% | +0% | — |
| 61 |  $WDAY | Workday, Inc. | $1.8M | 0.1% | -61% | 74.2 |
| 62 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.8M | 0.1% | -89% | 63.7 |
| 63 |  $CACC | CREDIT ACCEPTANCE CORP | $1.7M | 0.1% | +0% | 70.6 |
| 64 |  $KDP | Keurig Dr Pepper Inc. | $1.7M | 0.1% | -87% | 63.1 |
| 65 |  $OTIS | Otis Worldwide Corp | $1.5M | 0.1% | -86% | 60.3 |
| 66 | — | ISHARES TR | $1.4M | 0.1% | -86% | — |
| 67 | — | HARRIS OAKMARK ETF TRUST | $1.4M | 0.1% | -87% | — |
| 68 |  $WM | WASTE MANAGEMENT INC | $1.3M | 0.1% | -93% | 70.7 |
| 69 |  $DVA | DAVITA INC. | $1.1M | 0.1% | +0% | 57.5 |
| 70 |  $AMZN | AMAZON COM INC | $1.1M | 0.1% | -92% | 74.6 |
| 71 |  $ORLY | O REILLY AUTOMOTIVE INC | $1.1M | 0.1% | -21% | 72.7 |
| 72 |  $GOOGL | Alphabet Inc. | $922,255 | 0.1% | -64% | 80.2 |
| 73 |  $ZTS | Zoetis Inc. | $896,505 | 0.1% | NEW | 72.6 |
| 74 |  $USB | US BANCORP DE | $892,856 | 0.1% | -97% | 71.4 |
| 75 |  $BRK.B | BERKSHIRE HATHAWAY INC | $840,996 | 0.1% | -90% | 64.5 |
| 76 |  $NOW | ServiceNow, Inc. | $836,609 | 0.1% | NEW | 76 |
| 77 |  $XOM | EXXON MOBIL CORP | $792,288 | 0.1% | -97% | 61.8 |
| 78 | — | ISHARES TR | $751,271 | 0.1% | +0% | — |
| 79 |  $EFX | EQUIFAX INC | $739,908 | 0.1% | NEW | 69.4 |
| 80 |  $ALC | ALCON INC | $736,245 | 0.1% | NEW | — |
| 81 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.1% | -67% | 64.5 |
| 82 | — | ISHARES TR | $695,678 | 0.1% | +0% | — |
| 83 | — | ISHARES TR | $644,800 | 0.1% | -12% | — |
| 84 |  $USL | United States 12 Month Oil Fund, LP | $602,500 | 0.1% | +0% | — |
| 85 | — | ISHARES TR | $582,003 | 0.0% | -5% | — |
| 86 | — | SCHWAB STRATEGIC TR | $540,223 | 0.0% | +0% | — |
| 87 |  $NVDA | NVIDIA CORP | $387,517 | 0.0% | -74% | 90.2 |
| 88 |  $F | FORD MOTOR CO | $371,126 | 0.0% | -18% | 58.5 |
| 89 | — | JANUS DETROIT STR TR | $365,183 | 0.0% | NEW | — |
| 90 | — | JANUS DETROIT STR TR | $360,831 | 0.0% | NEW | — |
| 91 |  $ORCL | ORACLE CORP | $345,774 | 0.0% | -63% | 67.2 |
| 92 | — | VANGUARD INDEX FDS | $332,238 | 0.0% | -95% | — |
| 93 |  $RTX | RTX Corp | $310,183 | 0.0% | -20% | 70 |
| 94 |  $JPM | JPMORGAN CHASE & CO | $304,053 | 0.0% | -52% | 35.6 |
| 95 |  $LBRDA | Liberty Broadband Corp | $301,800 | 0.0% | +0% | 59.4 |
| 96 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $299,201 | 0.0% | -22% | 71.5 |
| 97 |  $NIC | NICOLET BANKSHARES INC | $231,104 | 0.0% | NEW | — |
| 98 |  $WFC | WELLS FARGO & COMPANY/MN | $210,967 | 0.0% | +0% | — |
New Positions (10)
Exited Positions (86)
$MAA MID AMERICA APARTMENT COMMUNITIES INC.
$UPS UNITED PARCEL SERVICE INC
$WBD Warner Bros. Discovery, Inc.
$CCZ COMCAST CORP
$BX Blackstone Inc.
$META Meta Platforms, Inc.
$ADI ANALOG DEVICES INC
$GS GOLDMAN SACHS GROUP INC
$LLY ELI LILLY & Co
$SFBS ServisFirst Bancshares, Inc.
$ROK ROCKWELL AUTOMATION, INC
$LIN LINDE PLC
$ADBE ADOBE INC.
$SPY SPDR S&P 500 ETF TRUST
$EPD ENTERPRISE PRODUCTS PARTNERS L.P.Browse Top Institutional Investors
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