StockDriftsStockDriftsTop 50 Clarkston Capital Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| POST | POST HLDGS INC | 8.99% | 1.21M | $106.4M | +1.08%(+12.85K) | $67.28(+20.31%) | 2026-06-30 | |
| CLVT | CLARIVATE PLC | 8.34% | 45.73M | $98.8M | +6.74%(+2.89M) | $10.30(-81.26%) | 2026-06-30 | |
| AMG | AFFILIATED MANAGERS GROUP | 6.54% | 228.7K | $77.4M | -27.10%(-85.03K) | $133.02(+181.44%) | 2026-06-30 | |
| AVTR | AVANTOR INC | 5.68% | 6.79M | $67.2M | -21.32%(-1.84M) | $19.03(-28.24%) | 2026-06-30 | |
| CCC | CCC INTELLIGENT SOLUTIONS HL | 5.45% | 12.52M | $64.6M | +30.70%(+2.94M) | $8.43(-17.33%) | 2026-06-30 | |
| LKQ | LKQ CORP | 3.6% | 1.62M | $42.6M | +5.17%(+79.53K) | $36.36(-30.91%) | 2026-06-30 | |
| MIDD | MIDDLEBY CORP | 3.54% | 243.9K | $41.9M | -15.77%(-45.66K) | $138.05(-14.59%) | 2026-06-30 | |
| NVST | ENVISTA HOLDINGS CORPORATION | 3.28% | 1.47M | $38.8M | +24.70%(+292.00K) | $22.39(+25.39%) | 2026-06-30 | |
| ROP | ROPER TECHNOLOGIES INC | 3.22% | 112.6K | $38.1M | +19.20%(+18.13K) | $394.03(+1.35%) | 2026-06-30 | |
| WLY | WILEY JOHN & SONS INC | 3.11% | 759.1K | $36.8M | -19.47%(-183.47K) | $40.19(+27.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +1.63% | +4.96% | +0.09% | +0.46% |
| Top 20 Holdings Unweighted | -0.12% | -0.35% | -1.07% | -5.23% |
Clarkston Capital Partners LLC reports $1.18B in US-listed equity holdings across 96 positions in its most recent 13F filing. Its largest disclosed positions are POST (9.0%), CLVT (8.3%) and AMG (6.5%). The top 20 holdings account for 75.45% of reported assets. Its disclosed equity book has returned +4.96% 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 Clarkston Capital Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1562855). View Clarkston Capital Partners LLC’s 13F filings on SEC