Clarkston Capital Partners, LLC
13F Reported Value
ⓘ$1.2B
Holdings
96
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Clarkston Capital Partners, LLC disclosed 96 positions worth $1.2B in its Form 13F-HR for Q2 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 6 new positions and exited 8 — including a new stake in $TYL and a full exit from $TAP. The portfolio is most concentrated in Technology (37.3% 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 — Q2 2026
Click any card to unlockTop Holdings
- 52.5#1,450
Quality
$106.4M1,205,915 sh - —
Quality
$98.8M45,734,735 sh - 56.1#1,198
Quality
$77.4M228,683 sh - 39.6
Quality
$67.2M6,789,314 sh - 58.4
Quality
$64.6M12,516,625 sh - 46.9
Quality
$42.6M1,617,268 sh - 40.6
Quality
$41.9M243,851 sh - 54.9
Quality
$38.8M1,474,050 sh - 71.9
Quality
$38.1M112,559 sh - 51.7
Quality
$36.8M759,081 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Post Holdings, Inc.$POST | 52.5#1,450 | $106.4M | 1,205,915 |
 CLARIVATE PLC$CLVT | — | $98.8M | 45,734,735 |
 AFFILIATED MANAGERS GROUP, INC.$AMG | 56.1#1,198 | $77.4M | 228,683 |
 Avantor, Inc.$AVTR | 39.6 | $67.2M | 6,789,314 |
 CCC Intelligent Solutions Holdings Inc.$CCC | 58.4 | $64.6M | 12,516,625 |
 LKQ CORP$LKQ | 46.9 | $42.6M | 1,617,268 |
 MIDDLEBY Corp$MIDD | 40.6 | $41.9M | 243,851 |
 Envista Holdings Corp$NVST | 54.9 | $38.8M | 1,474,050 |
 ROPER TECHNOLOGIES INC$ROP | 71.9 | $38.1M | 112,559 |
 JOHN WILEY & SONS, INC.$WLY | 51.7 | $36.8M | 759,081 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Clarkston Capital Partners, LLC's 96 positions.
Showing top 10 of 96 holdings.
Sector Allocation
Technology
$441.3M
Financials
$180.4M
Consumer Staples
$177.1M
Healthcare
$135.2M
Industrials
$88.7M
Consumer Discretionary
$67.7M
Communication Services
$38.6M
Utilities
$33.2M
Full Holdings — Clarkston Capital Partners, LLC (Q2 2026)
All 96 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. | $106.4M | 9.0% | +1% | 52.5 |
| 2 | $CLVT | CLARIVATE PLC | $98.8M | 8.3% | +7% | — |
| 3 | $AMG | AFFILIATED MANAGERS GROUP, INC. | $77.4M | 6.5% | -27% | 56.1 |
| 4 | $AVTR | Avantor, Inc. | $67.2M | 5.7% | -21% | 39.6 |
| 5 | $CCC | CCC Intelligent Solutions Holdings Inc. | $64.6M | 5.5% | +31% | 58.4 |
| 6 | $LKQ | LKQ CORP | $42.6M | 3.6% | +5% | 46.9 |
| 7 | $MIDD | MIDDLEBY Corp | $41.9M | 3.5% | -16% | 40.6 |
| 8 | $NVST | Envista Holdings Corp | $38.8M | 3.3% | +25% | 54.9 |
| 9 | $ROP | ROPER TECHNOLOGIES INC | $38.1M | 3.2% | +19% | 71.9 |
| 10 | $WLY | JOHN WILEY & SONS, INC. | $36.8M | 3.1% | -19% | 51.7 |
| 11 |  $HSIC | HENRY SCHEIN INC | $35.2M | 3.0% | -13% | 58.8 |
| 12 |  $LW | Lamb Weston Holdings, Inc. | $34.2M | 2.9% | -20% | 51.7 |
| 13 |  $GFL | GFL Environmental Inc. | $32.3M | 2.7% | -5% | — |
| 14 |  $WAY | Waystar Holding Corp. | $32.0M | 2.7% | +64% | 65.5 |
| 15 |  $PRMB | Primo Brands Corp | $27.3M | 2.3% | -15% | 60 |
| 16 |  $RYAN | RYAN SPECIALTY HOLDINGS, INC. | $26.8M | 2.3% | +135% | 58.8 |
| 17 |  $IT | GARTNER INC | $25.6M | 2.2% | -14% | 60.2 |
| 18 |  $BRO | BROWN & BROWN, INC. | $25.4M | 2.1% | -5% | 73.8 |
| 19 |  $LPLA | LPL Financial Holdings Inc. | $21.5M | 1.8% | -21% | 72.1 |
| 20 |  $IQV | IQVIA HOLDINGS INC. | $20.3M | 1.7% | -20% | 61.4 |
| 21 |  $USFD | US Foods Holding Corp. | $19.2M | 1.6% | -35% | 58.4 |
| 22 |  $ENR | ENERGIZER HOLDINGS, INC. | $18.2M | 1.5% | -39% | 52 |
| 23 |  $ABNB | Airbnb, Inc. | $17.4M | 1.5% | -18% | 71 |
| 24 |  $LSTR | LANDSTAR SYSTEM INC | $17.1M | 1.4% | -23% | 47.6 |
| 25 |  $NEOG | NEOGEN CORP | $16.6M | 1.4% | -16% | 44.9 |
| 26 |  $BDX | BECTON DICKINSON & CO | $16.2M | 1.4% | -18% | 59 |
| 27 |  $FIS | Fidelity National Information Services, Inc. | $15.3M | 1.3% | -1% | 68.9 |
| 28 |  $FTV | Fortive Corp | $15.0M | 1.3% | -29% | 57 |
| 29 |  $RAL | Ralliant Corp | $14.4M | 1.2% | -49% | 37.1 |
| 30 |  $TYL | TYLER TECHNOLOGIES INC | $11.2M | 0.9% | NEW | 64.3 |
| 31 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $11.1M | 0.9% | -49% | 52.1 |
| 32 |  $SCHW | SCHWAB CHARLES CORP | $9.8M | 0.8% | -13% | 79.4 |
| 33 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $8.9M | 0.8% | -30% | 52.8 |
| 34 |  $VEEV | VEEVA SYSTEMS INC | $7.8M | 0.7% | NEW | 77.6 |
| 35 |  $NIQ | NIQ Global Intelligence plc | $6.8M | 0.6% | NEW | — |
| 36 |  $COF | CAPITAL ONE FINANCIAL CORP | $4.9M | 0.4% | -36% | 62.4 |
| 37 |  $AXP | AMERICAN EXPRESS CO | $4.3M | 0.4% | -14% | 69.4 |
| 38 |  $BUD | Anheuser-Busch InBev SA/NV | $3.6M | 0.3% | -45% | — |
| 39 |  $GOOG | Alphabet Inc. | $3.4M | 0.3% | -30% | 78.2 |
| 40 |  $SYY | SYSCO CORP | $3.4M | 0.3% | -10% | 54.7 |
| 41 |  $MSFT | MICROSOFT CORP | $3.2M | 0.3% | -10% | 79.8 |
| 42 | — | ISHARES TR - CORE S&P500 ETF | $3.1M | 0.3% | -3% | — |
| 43 |  $DHR | DANAHER CORP /DE/ | $3.0M | 0.3% | -14% | 64.8 |
| 44 |  $WTW | WILLIS TOWERS WATSON PLC | $2.7M | 0.2% | -68% | — |
| 45 |  $PEP | PEPSICO INC | $2.4M | 0.2% | -13% | 63.4 |
| 46 |  $PAYX | PAYCHEX INC | $2.2M | 0.2% | +16% | 74.6 |
| 47 |  $AAPL | Apple Inc. | $2.2M | 0.2% | -32% | 76.4 |
| 48 |  $MA | Mastercard Inc | $2.2M | 0.2% | -4% | 85.1 |
| 49 |  $FDX | FEDEX CORP | $2.1M | 0.2% | -75% | 60.3 |
| 50 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $2.0M | 0.2% | +0% | — |
| 51 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $2.0M | 0.2% | -65% | — |
| 52 |  $JNJ | JOHNSON & JOHNSON | $1.9M | 0.2% | -24% | 69 |
| 53 |  $KDP | Keurig Dr Pepper Inc. | $1.9M | 0.2% | -11% | 64.6 |
| 54 |  $ALC | ALCON INC | $1.7M | 0.1% | +162% | 54.9 |
| 55 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.5M | 0.1% | -14% | 65.1 |
| 56 |  $DVA | DAVITA INC. | $1.5M | 0.1% | +0% | 60.4 |
| 57 |  $WDAY | Workday, Inc. | $1.5M | 0.1% | -9% | 75.5 |
| 58 |  $DIS | Walt Disney Co | $1.5M | 0.1% | -52% | 60.1 |
| 59 |  $CRM | Salesforce, Inc. | $1.5M | 0.1% | -11% | 77 |
| 60 |  $MDT | Medtronic plc | $1.4M | 0.1% | -22% | 68.7 |
| 61 |  $VRSK | Verisk Analytics, Inc. | $1.4M | 0.1% | NEW | 71.2 |
| 62 |  $OTIS | Otis Worldwide Corp | $1.4M | 0.1% | -2% | 61.3 |
| 63 |  $PG | PROCTER & GAMBLE Co | $1.3M | 0.1% | -29% | 64.6 |
| 64 |  $CACC | CREDIT ACCEPTANCE CORP | $1.3M | 0.1% | -50% | 68.6 |
| 65 |  $ZTS | Zoetis Inc. | $1.2M | 0.1% | +112% | 68.6 |
| 66 |  $GOOGL | Alphabet Inc. | $1.1M | 0.1% | -2% | 78.2 |
| 67 |  $ORLY | O REILLY AUTOMOTIVE INC | $1.1M | 0.1% | +0% | 67.4 |
| 68 |  $SUI | SUN COMMUNITIES INC | $1.0M | 0.1% | NEW | 62.8 |
| 69 |  $NOW | ServiceNow, Inc. | $919,829 | 0.1% | +16% | 72.9 |
| 70 |  $BRK.B | BERKSHIRE HATHAWAY INC | $858,169 | 0.1% | -2% | 73.8 |
| 71 | — | ISHARES TR - CORE S&P MCP ETF | $857,849 | 0.1% | +0% | — |
| 72 |  $EFX | EQUIFAX INC | $846,136 | 0.1% | +30% | 64.8 |
| 73 |  $WM | WASTE MANAGEMENT INC | $843,824 | 0.1% | -31% | 67.6 |
| 74 | — | ISHARES TR - MSCI EMG MKT ETF | $838,023 | 0.1% | +0% | — |
| 75 | — | ISHARES TR - RUSSELL 2000 ETF | $781,170 | 0.1% | +0% | — |
| 76 |  $CPRT | COPART INC | $761,948 | 0.1% | -88% | 69.1 |
| 77 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.1% | +0% | 73.8 |
| 78 |  $AMZN | AMAZON COM INC | $733,372 | 0.1% | -40% | 68.7 |
| 79 | — | ISHARES TR - MSCI EAFE ETF | $622,449 | 0.1% | +0% | — |
| 80 |  $USB | US BANCORP \DE\ | $589,021 | 0.1% | -43% | 65.3 |
| 81 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $558,442 | 0.1% | +0% | — |
| 82 |  $FDXF | FedEx Freight Holding Company, Inc. | $504,038 | 0.0% | NEW | — |
| 83 |  $F | FORD MOTOR CO | $447,024 | 0.0% | +0% | 54.9 |
| 84 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $404,377 | 0.0% | -84% | — |
| 85 |  $NVDA | NVIDIA CORP | $398,179 | 0.0% | -10% | 85.9 |
| 86 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $381,866 | 0.0% | +0% | — |
| 87 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $344,550 | 0.0% | -87% | — |
| 88 |  $ALGN | ALIGN TECHNOLOGY INC | $337,320 | 0.0% | -97% | 58.9 |
| 89 |  $JPM | JPMORGAN CHASE & CO | $327,330 | 0.0% | -3% | 70.7 |
| 90 |  $RTX | RTX Corp | $305,086 | 0.0% | +0% | 73.2 |
| 91 |  $ORCL | ORACLE CORP | $293,100 | 0.0% | -15% | 66.2 |
| 92 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $283,339 | 0.0% | -1% | 66.2 |
| 93 |  $LBRDA | Liberty Broadband Corp | $273,564 | 0.0% | +37% | 53 |
| 94 |  $NIC | NICOLET BANKSHARES INC | $257,181 | 0.0% | +0% | 67.6 |
| 95 |  $WFC | WELLS FARGO & COMPANY/MN | $218,996 | 0.0% | +0% | 61.8 |
| 96 | — | ISHARES TR - CORE DIV GRWTH | $208,801 | 0.0% | -86% | — |
New Positions (6)
Exited Positions (8)
$TAP MOLSON COORS BEVERAGE CO
$BRBR BELLRING BRANDS, INC.
$IEX IDEX CORP /DE/
$XOM.R34088 EXXON MOBIL CORP
$USL United States 12 Month Oil Fund, LPBrowse Top Institutional Investors
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