Clarkston Capital Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.31B
Q ending 2026-03-31
Prior quarter
$4.32B
Q ending 2025-12-31
Change
-69.7% QoQ · -74.1% YoY
Positions
98
reported holdings
Largest positions
All 98 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Post Hldgs Inc | POST | Shares | $117.9M | 1.2M |
| Clarivate Plc | Shares | $108.4M | 42.8M | |
| Affiliated Managers Group | AMG | Shares | $86.8M | 314K |
| Avantor Inc | AVTR | Shares | $67.7M | 8.6M |
| Ccc Intelligent Solutions Hl | CCC | Shares | $57.5M | 9.6M |
| Lkq Corp | LKQ | Shares | $45.2M | 1.5M |
| Lamb Weston Hldgs Inc | LW | Shares | $41.9M | 991K |
| Gfl Environmental Inc | GFL | Shares | $38.8M | 930K |
| Middleby Corp | MIDD | Shares | $38.4M | 290K |
| Gartner Inc | IT | Shares | $36.4M | 230K |
| Wiley John & Sons Inc | WLY | Shares | $35.9M | 943K |
| Schein Henry Inc | HSIC | Shares | $35.7M | 484K |
| Roper Technologies Inc | ROP | Shares | $33.4M | 94K |
| Envista Holdings Corporation | NVST | Shares | $30.0M | 1.2M |
| Lpl Finl Hldgs Inc | LPLA | Shares | $29.0M | 96K |
| Molson Coors Beverage Co | TAP | Shares | $28.6M | 665K |
| Brown & Brown Inc | BRO | Shares | $27.1M | 415K |
| Us Foods Hldg Corp | USFD | Shares | $26.7M | 290K |
| Primo Brands Corporation | PRMB | Shares | $24.8M | 1.3M |
| Energizer Hldgs Inc | ENR | Shares | $23.0M | 1.4M |
| Waystar Hldg Corp | WAY | Shares | $22.9M | 951K |
| Iqvia Hldgs Inc | IQV | Shares | $22.2M | 130K |
| Becton Dickinson & Co | BDX | Shares | $20.6M | 131K |
| Neogen Corp | NEOG | Shares | $20.5M | 2.2M |
| Fortive Corp | FTV | Shares | $19.2M | 348K |
| C H Robinson Worldwide In | CHRW | Shares | $19.2M | 116K |
| Airbnb Inc | ABNB | Shares | $18.8M | 149K |
| Fidelity Natl Information Sv | FIS | Shares | $18.7M | 398K |
| Landstar Sys Inc | LSTR | Shares | $17.2M | 107K |
| Ralliant Corp | RAL | Shares | $16.0M | 385K |
| International Flavors&Fragra | IFF | Shares | $11.5M | 159K |
| Schwab Charles Corp | SCHW | Shares | $11.5M | 122K |
| Align Technology Inc | ALGN | Shares | $10.3M | 60K |
| Ryan Specialty Holdings Inc | RYAN | Shares | $10.2M | 302K |
| Fedex Corp | FDX | Shares | $9.6M | 27K |
| Willis Towers Watson Plc Ltd | Shares | $9.4M | 32K | |
| Copart Inc | CPRT | Shares | $7.7M | 233K |
| Bellring Brands Inc | BRBR | Shares | $7.2M | 447K |
| Capital One Finl Corp | COF | Shares | $7.0M | 38K |
| Idex Corp | IEX | Shares | $6.9M | 36K |
| Spdr Series Trust | BIL | Shares | $5.6M | 61K |
| Anheuser Busch Inbev Sa Nv | BUD | Shares | $5.6M | 80K |
| American Express Co | AXP | Shares | $4.4M | 15K |
| Alphabet Inc | GOOGL | Shares | $3.9M | 14K |
| Microsoft Corp | MSFT | Shares | $3.6M | 10K |
| Danaher Corp Del | DHR | Shares | $3.4M | 18K |
| Sysco Corp | SYY | Shares | $3.2M | 45K |
| Disney Walt Co | DIS | Shares | $3.2M | 33K |
| Pepsico Inc | PEP | Shares | $3.1M | 20K |
| Apple Inc | AAPL | Shares | $2.8M | 11K |
| Ishares Tr | IVV | Shares | $2.8M | 4K |
| Johnson & Johnson | JNJ | Shares | $2.4M | 10K |
| Schwab Strategic Tr | FNDX | Shares | $2.3M | 84K |
| Schwab Strategic Tr | FNDF | Shares | $2.3M | 47K |
| Mastercard Incorporated | MA | Shares | $2.2M | 4K |
| Medtronic Plc | Shares | $2.0M | 23K | |
| Salesforce Inc | CRM | Shares | $2.0M | 11K |
| Procter & Gamble Co | PG | Shares | $1.9M | 13K |
| Paychex Inc | PAYX | Shares | $1.8M | 20K |
| Spdr Index Shs Fds | SPDW | Shares | $1.8M | 40K |
| Workday Inc | WDAY | Shares | $1.8M | 14K |
| Thermo Fisher Scientific Inc | TMO | Shares | $1.8M | 4K |
| Credit Accep Corp Mich | CACC | Shares | $1.7M | 4K |
| Keurig Dr Pepper Inc | KDP | Shares | $1.7M | 64K |
| Otis Worldwide Corp | OTIS | Shares | $1.5M | 20K |
| Ishares Tr | DGRO | Shares | $1.4M | 20K |
| Harris Oakmark Etf Trust | OAKM | Shares | $1.4M | 51K |
| Waste Mgmt Inc Del | WM | Shares | $1.3M | 5K |
| Davita Inc | DVA | Shares | $1.1M | 7K |
| Amazon Com Inc | AMZN | Shares | $1.1M | 5K |
| Oreilly Automotive Inc | ORLY | Shares | $1.1M | 11K |
| Alphabet Inc | GOOG | Shares | $922K | 3K |
| Zoetis Inc | ZTS | Shares | $897K | 8K |
| Us Bancorp | USB | Shares | $893K | 17K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $841K | 2K |
| Servicenow Inc | NOW | Shares | $837K | 8K |
| Exxon Mobil Corp | XOM | Shares | $792K | 5K |
| Ishares Tr | IJH | Shares | $751K | 11K |
| Equifax Inc | EFX | Shares | $740K | 4K |
| Alcon Ag | Shares | $736K | 10K | |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Ishares Tr | EEM | Shares | $696K | 12K |
| Ishares Tr | IWM | Shares | $645K | 3K |
| United Sts 12 Month Oil Fd L | USL | Shares | $603K | 13K |
| Ishares Tr | EFA | Shares | $582K | 6K |
| Schwab Strategic Tr | SCHD | Shares | $540K | 18K |
| Nvidia Corporation | NVDA | Shares | $388K | 2K |
| Ford Mtr Co | F | Shares | $371K | 32K |
| Janus Detroit Str Tr | JAAA | Shares | $365K | 7K |
| Janus Detroit Str Tr | VNLA | Shares | $361K | 7K |
| Oracle Corp | ORCL | Shares | $346K | 2K |
| Vanguard Index Fds | VOO | Shares | $332K | 556 |
| Rtx Corporation | RTX | Shares | $310K | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $304K | 1K |
| Liberty Broadband Corp | LBRDK | Shares | $302K | 6K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $299K | 2K |
| Nicolet Bankshares Inc | NIC | Shares | $231K | 2K |
| Wells Fargo & Co | WFC | Shares | $211K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.