Champlain Investment Partners, LLC
Q2 2026 13F filing
Updated 29 days ago129 disclosed positions worth $3.9B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NTNX NUTANIX INC | $103.7M | 2.03M | 2.66% | Trimmed(-49.3%) |
| 2 | E ET-PI EVERPURE INC | $90.1M | 1.14M | 2.31% | Trimmed(-45.0%) |
| 3 | E ESAB ESAB CORPORATION | $74.6M | 756.1K | 1.92% | Trimmed(-42.1%) |
| 4 | P PEN PENUMBRA INC | $69.2M | 219.0K | 1.78% | Trimmed(-55.4%) |
| 5 | W WH WYNDHAM HOTELS & RESORTS INC | $59.9M | 711.3K | 1.54% | Trimmed(-48.4%) |
| 6 | S SFM SPROUTS FMRS MKT INC | $59.1M | 698.4K | 1.52% | Trimmed(-40.9%) |
| 7 | C CFR-PB CULLEN FROST BANKERS INC | $58.7M | 379.6K | 1.51% | Trimmed(-55.6%) |
| 8 | O OKTA OKTA INC | $56.4M | 413.0K | 1.45% | Trimmed(-69.2%) |
| 9 | C CBSH COMMERCE BANCSHARES INC | $56.1M | 971.9K | 1.44% | Trimmed(-57.1%) |
| 10 | M MNESP MSA SAFETY INC | $55.9M | 320.2K | 1.44% | Trimmed(-50.1%) |
| 11 | C CAVA CAVA GROUP INC | $55M | 701.1K | 1.41% | Trimmed(-49.8%) |
| 12 | S SNPS SYNOPSYS INC | $54.1M | 121.2K | 1.39% | Trimmed(-68.5%) |
| 13 | F FND FLOOR & DECOR HLDGS INC | $53.6M | 903.5K | 1.38% | Trimmed(-60.3%) |
| 14 | N NOVTU NOVANTA INC | $52.9M | 326.0K | 1.36% | Trimmed(-16.9%) |
| 15 | C CVLT COMMVAULT SYS INC | $48.4M | 341.6K | 1.24% | Trimmed(-12.7%) |
| 16 | S SPXC SPX TECHNOLOGIES INC | $47.6M | 194.3K | 1.22% | Trimmed(-15.4%) |
| 17 | E EOG EOG RES INC | $46.7M | 360.0K | 1.20% | Trimmed(-66.0%) |
| 18 | A AAON AAON INC | $45.9M | 361.6K | 1.18% | Trimmed(-77.4%) |
| 19 | S SSD SIMPSON MFG INC | $45M | 214.8K | 1.16% | Trimmed(-15.6%) |
| 20 | T TPL TEXAS PACIFIC LAND CORPORATI | $43.6M | 99.6K | 1.12% | Trimmed(-60.6%) |
| 21 | R RGEN REPLIGEN CORP | $43.5M | 319.0K | 1.12% | Trimmed(-54.0%) |
| 22 | T TW TRADEWEB MKTS INC | $43.3M | 434.8K | 1.11% | Trimmed(-70.4%) |
| 23 | V VEEV VEEVA SYS INC | $43.3M | 244.1K | 1.11% | Trimmed(-67.0%) |
| 24 | F FAST FASTENAL CO | $42.8M | 891.3K | 1.10% | Trimmed(-69.3%) |
| 25 | W WING WINGSTOP INC | $42.6M | 245.4K | 1.09% | Trimmed(-54.9%) |
| 26 | H HUM IDEX CORP | $40.5M | 178.5K | 1.04% | Trimmed(-72.1%) |
| 27 | R RMBS RAMBUS INC DEL | $39.7M | 299.4K | 1.02% | Trimmed(-16.2%) |
| 28 | C CSW CSW INDUSTRIALS INC | $38.5M | 138.5K | 0.99% | Trimmed(-14.9%) |
| 29 | G GKOS GLAUKOS CORP | $38.5M | 275.2K | 0.99% | Trimmed(-13.8%) |
| 30 | C CRDO CREDO TECHNOLOGY GROUP HOLDI | $38.3M | 141.0K | 0.99% | Trimmed(-69.4%) |
| 31 | G GWW WW GRAINGER INC | $37.9M | 27.8K | 0.97% | Trimmed(-71.8%) |
| 32 | S SKWD SKYWARD SPECIALTY INS GROUP | $37.7M | 645.5K | 0.97% | Trimmed(-15.6%) |
| 33 | M MTDR MATADOR RES CO | $37M | 742.7K | 0.95% | Trimmed(-0.3%) |
| 34 | R RBRK RUBRIK INC. | $36.6M | 456.3K | 0.94% | Trimmed(-63.8%) |
| 35 | T TOST TOAST INC | $36.6M | 1.31M | 0.94% | Trimmed(-57.2%) |
| 36 | P PANW PALO ALTO NETWORKS INC | $36.4M | 106.8K | 0.94% | Trimmed(-71.5%) |
| 37 | R RBA RB GLOBAL INC | $36.3M | 311.8K | 0.93% | Trimmed(-15.6%) |
| 38 | C CSL CARLISLE COS INC | $36.3M | 100.0K | 0.93% | Trimmed(-68.5%) |
| 39 | A AXON AXON ENTERPRISE INC | $36.2M | 64.6K | 0.93% | Trimmed(-66.2%) |
| 40 | A ACGLO ARCH CAP GROUP LTD | $36M | 370.7K | 0.92% | Trimmed(-70.6%) |
| 41 | K KNSL KINSALE CAP GROUP INC | $35.3M | 107.0K | 0.91% | Trimmed(-50.2%) |
| 42 | P PLMR PALOMAR HLDGS INC | $34.4M | 272.5K | 0.88% | Trimmed(-16.7%) |
| 43 | F FFIN FIRST FINL BANKSHARES INC | $33.8M | 976.4K | 0.87% | Trimmed(-16.8%) |
| 44 | K KAI KADANT INC | $33.7M | 107.3K | 0.87% | Trimmed(-16.9%) |
| 45 | V VCEL VERICEL CORP | $33.6M | 755.8K | 0.86% | Trimmed(-7.3%) |
| 46 | A AME AMETEK INC | $33.5M | 138.5K | 0.86% | Trimmed(-67.4%) |
| 47 | W WHD CACTUS INC | $32.5M | 633.4K | 0.83% | Trimmed(-2.0%) |
| 48 | V VVV VALVOLINE INC | $32.3M | 817.5K | 0.83% | Trimmed(-18.7%) |
| 49 | E EAT BRINKER INTL INC | $31.8M | 189.3K | 0.82% | Added(+18.5%) |
| 50 | C CELH CELSIUS HLDGS INC | $31.7M | 1.08M | 0.82% | Trimmed(-54.4%) |