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Clarkston Capital Partners, LLC

Portfolio Manager
Clarkston Capital Partners, LLC
Performance
-1.09% (2025 Q4)
AUM (13F)
$1.31B
# of Holdings
98
Performance Rank
Allocation (Top 20)
71.17%

Clarkston Capital Partners, LLC Holdings Map

Top 50 Clarkston Capital Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
POST
POST HLDGS INC
9%1.19M$117.9M
-58.41%(-1.68M)
2025-Q1: 3.36M shares2025-Q2: 3.04M shares2025-Q3: 2.90M shares2025-Q4: 2.87M shares2026-Q1: 1.19M shares
$136.78(-24.86%)
2026-03-31
CLVT
CLARIVATE PLC
8.27%42.85M$108.4M
-34.05%(-22.13M)
2025-Q1: 74.53M shares2025-Q2: 70.03M shares2025-Q3: 66.71M shares2025-Q4: 64.97M shares2026-Q1: 42.85M shares
$10.84(-78.41%)
2026-03-31
AMG
AFFILIATED MANAGERS GROUP
6.62%313.7K$86.8M
-65.30%(-590.41K)
2025-Q1: 1.59M shares2025-Q2: 1.44M shares2025-Q3: 1.23M shares2025-Q4: 904.1K shares2026-Q1: 313.7K shares
$133.02(+127.11%)
2026-03-31
AVTR
AVANTOR INC
5.16%8.63M$67.7M
-42.87%(-6.48M)
2025-Q1: 9.59M shares2025-Q2: 13.98M shares2025-Q3: 15.02M shares2025-Q4: 15.11M shares2026-Q1: 8.63M shares
$19.03(-58.29%)
2026-03-31
CCC
CCC INTELLIGENT SOLUTIONS HL
4.38%9.58M$57.5M
-30.56%(-4.21M)
2025-Q1: 5.07M shares2025-Q2: 8.41M shares2025-Q3: 8.10M shares2025-Q4: 13.79M shares2026-Q1: 9.58M shares
$9.33(-54.57%)
2026-03-31
LKQ
LKQ CORP
3.45%1.54M$45.2M
-59.10%(-2.22M)
2025-Q1: 2.51M shares2025-Q2: 2.61M shares2025-Q3: 3.58M shares2025-Q4: 3.76M shares2026-Q1: 1.54M shares
$36.81(-29.34%)
2026-03-31
LW
LAMB WESTON HLDGS INC
3.19%990.7K$41.9M
-58.87%(-1.42M)
2025-Q1: 3.72M shares2025-Q2: 3.41M shares2025-Q3: 2.52M shares2025-Q4: 2.41M shares2026-Q1: 990.7K shares
$77.61(-45.46%)
2026-03-31
GFL
GFL ENVIRONMENTAL INC
2.96%929.9K$38.8M
-66.85%(-1.88M)
2025-Q1: 4.51M shares2025-Q2: 3.06M shares2025-Q3: 2.86M shares2025-Q4: 2.81M shares2026-Q1: 929.9K shares
$29.95(+24.12%)
2026-03-31
MIDD
MIDDLEBY CORP
2.93%289.5K$38.4M
-63.30%(-499.29K)
2025-Q1: 688.6K shares2025-Q2: 692.8K shares2025-Q3: 649.2K shares2025-Q4: 788.8K shares2026-Q1: 289.5K shares
$138.05(+6.52%)
2026-03-31
IT
GARTNER INC
2.77%229.6K$36.4M
+105.24%(+117.72K)
2025-Q1: 0 shares2025-Q2: 22.0K shares2025-Q3: 147.2K shares2025-Q4: 111.9K shares2026-Q1: 229.6K shares
$273.44(-48.56%)
2026-03-31

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