Clarkston Capital Partners, LLC
Q2 2026 13F filing
Updated 30 days ago96 disclosed positions worth $1.2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P POST POST HLDGS INC | $106.4M | 1.21M | 8.99% | — |
| 2 | C CLVT CLARIVATE PLC | $98.8M | 45.73M | 8.34% | — |
| 3 | M MGRB AFFILIATED MANAGERS GROUP | $77.4M | 228.7K | 6.54% | — |
| 4 | A AVTR AVANTOR INC | $67.2M | 6.79M | 5.68% | — |
| 5 | C CCC CCC INTELLIGENT SOLUTIONS HL | $64.6M | 12.52M | 5.45% | — |
| 6 | L LKQ LKQ CORP | $42.6M | 1.62M | 3.60% | — |
| 7 | M MIDD MIDDLEBY CORP | $41.9M | 243.9K | 3.54% | — |
| 8 | N NVST ENVISTA HOLDINGS CORPORATION | $38.8M | 1.47M | 3.28% | — |
| 9 | R ROP ROPER TECHNOLOGIES INC | $38.1M | 112.6K | 3.22% | — |
| 10 | W WLYB WILEY JOHN & SONS INC | $36.8M | 759.1K | 3.11% | — |
| 11 | H HSIC SCHEIN HENRY INC | $35.2M | 421.1K | 2.97% | — |
| 12 | L LW LAMB WESTON HLDGS INC | $34.2M | 791.5K | 2.89% | — |
| 13 | G GFL GFL ENVIRONMENTAL INC | $32.3M | 878.9K | 2.73% | — |
| 14 | W WAY WAYSTAR HLDG CORP | $32M | 1.56M | 2.71% | — |
| 15 | P PRMB PRIMO BRANDS CORPORATION | $27.3M | 1.12M | 2.30% | — |
| 16 | R RYAN RYAN SPECIALTY HOLDINGS INC | $26.8M | 710.7K | 2.27% | — |
| 17 | I IT GARTNER INC | $25.6M | 197.6K | 2.16% | — |
| 18 | B BRO BROWN & BROWN INC | $25.4M | 395.9K | 2.14% | — |
| 19 | L LPLA LPL FINL HLDGS INC | $21.5M | 76.5K | 1.82% | — |
| 20 | I IQV IQVIA HLDGS INC | $20.3M | 104.9K | 1.71% | — |
| 21 | U USFD US FOODS HLDG CORP | $19.2M | 187.6K | 1.62% | — |
| 22 | E ENR ENERGIZER HLDGS INC | $18.2M | 848.2K | 1.54% | — |
| 23 | A ABNB AIRBNB INC | $17.4M | 121.7K | 1.47% | — |
| 24 | L LSTR LANDSTAR SYS INC | $17.1M | 82.5K | 1.44% | — |
| 25 | N NEOG NEOGEN CORP | $16.6M | 1.85M | 1.40% | — |
| 26 | B BDX BECTON DICKINSON & CO | $16.2M | 106.9K | 1.37% | — |
| 27 | F FIS FIDELITY NATL INFORMATION SV | $15.3M | 392.7K | 1.29% | — |
| 28 | F FTV FORTIVE CORP | $15M | 246.2K | 1.27% | — |
| 29 | R RAL RALLIANT CORP | $14.4M | 196.1K | 1.22% | — |
| 30 | T TYL TYLER TECHNOLOGIES INC | $11.2M | 38.5K | 0.95% | — |
| 31 | A AVGO C H ROBINSON WORLDWIDE IN | $11.1M | 58.9K | 0.94% | — |
| 32 | S SCHW-PJ SCHWAB CHARLES CORP | $9.8M | 106.6K | 0.83% | — |
| 33 | I IFF INTERNATIONAL FLAVORS&FRAGRA | $8.9M | 111.8K | 0.75% | — |
| 34 | V VEEV VEEVA SYS INC | $7.8M | 43.9K | 0.66% | — |
| 35 | N NIQ NIQ GLOBAL INTELLIGENCE PLC | $6.8M | 727.9K | 0.57% | — |
| 36 | C COF-PN CAPITAL ONE FINL CORP | $4.9M | 24.6K | 0.42% | — |
| 37 | A AXP AMERICAN EXPRESS CO | $4.3M | 12.7K | 0.36% | — |
| 38 | B BUDFF ANHEUSER BUSCH INBEV SA NV | $3.6M | 44.0K | 0.31% | — |
| 39 | G GOOGN ALPHABET INC | $3.4M | 9.5K | 0.29% | — |
| 40 | S SYY SYSCO CORP | $3.4M | 40.4K | 0.29% | — |
| 41 | M MSFT MICROSOFT CORP | $3.2M | 8.6K | 0.27% | — |
| 42 | E ETHA ISHARES TR | $3.1M | 4.1K | 0.26% | — |
| 43 | D DHR DANAHER CORP DEL | $3M | 15.6K | 0.25% | — |
| 44 | W WTW WILLIS TOWERS WATSON PLC LTD | $2.7M | 10.2K | 0.22% | — |
| 45 | P PEP PEPSICO INC | $2.4M | 17.6K | 0.20% | — |
| 46 | P PAYX PAYCHEX INC | $2.2M | 22.7K | 0.19% | — |
| 47 | A AAPL APPLE INC | $2.2M | 7.5K | 0.18% | — |
| 48 | M MA MASTERCARD INCORPORATED | $2.2M | 4.2K | 0.18% | — |
| 49 | F FDX FEDEX CORP | $2.1M | 6.6K | 0.17% | — |
| 50 | S STT-PG SPDR INDEX SHS FDS | $2M | 39.5K | 0.17% | — |