StockDriftsStockDriftsTop 50 Champlain Investment Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NTNX | NUTANIX INC | 2.66% | 2.03M | $103.7M | -49.27%(-1.98M) | $41.44(+60.74%) | 2026-06-30 | |
| PSTG | EVERPURE INC | 2.31% | 1.14M | $90.1M | -45.05%(-937.45K) | $33.95(+139.12%) | 2026-06-30 | |
| ESAB | ESAB CORPORATION | 1.92% | 756.1K | $74.6M | -42.06%(-548.76K) | $108.34(-21.72%) | 2026-06-30 | |
| PEN | PENUMBRA INC | 1.78% | 219.0K | $69.2M | -55.43%(-272.35K) | $207.71(+57.44%) | 2026-06-30 | |
| WH | WYNDHAM HOTELS & RESORTS INC | 1.54% | 711.3K | $59.9M | -48.37%(-666.55K) | $81.63(-9.80%) | 2026-06-30 | |
| SFM | SPROUTS FMRS MKT INC | 1.52% | 698.4K | $59.1M | -40.90%(-483.26K) | $92.12(-10.44%) | 2026-06-30 | |
| CFR | CULLEN FROST BANKERS INC | 1.51% | 379.6K | $58.7M | -55.61%(-475.58K) | $100.45(+69.32%) | 2026-06-30 | |
| OKTA | OKTA INC | 1.45% | 413.0K | $56.4M | -69.19%(-927.55K) | $88.13(+67.29%) | 2026-06-30 | |
| CBSH | COMMERCE BANCSHARES INC | 1.44% | 971.9K | $56.1M | -57.10%(-1.29M) | $52.68(+14.40%) | 2026-06-30 | |
| MSA | MSA SAFETY INC | 1.44% | 320.2K | $55.9M | -50.11%(-321.64K) | $150.53(+26.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +5.05% | +15.92% | -0.40% | -1.98% |
| Top 20 Holdings Unweighted | +5.84% | +18.58% | -0.56% | -2.79% |
Champlain Investment Partners LLC reports $3.89B in US-listed equity holdings across 129 positions in its most recent 13F filing. Its largest disclosed positions are NTNX (2.7%), PSTG (2.3%) and ESAB (1.9%). The top 20 holdings account for 30.23% of reported assets. Its disclosed equity book has returned +15.92% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Champlain Investment Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1315478). View Champlain Investment Partners LLC’s 13F filings on SEC