Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Post Hldgs Inc.COM | COM | $106M | 9.0% |
| Clarivate PLCORD SHS | ORD SHS | $98.8M | 8.3% |
| Affiliated Managers GroupCOM | COM | $77.4M | 6.5% |
| Avantor Inc.COM | COM | $67.2M | 5.7% |
| Ccc Intelligent Solutions HLCOM | COM | $64.6M | 5.5% |
| Lkq Corp.COM | COM | $42.6M | 3.6% |
| Middleby Corp.COM | COM | $41.9M | 3.5% |
| Envista Holdings CorporationCOM | COM | $38.8M | 3.3% |
| Roper Technologies Inc.COM | COM | $38.1M | 3.2% |
| Wiley John & Sons Inc.CL A | CL A | $36.8M | 3.1% |
| Schein Henry Inc.COM | COM | $35.2M | 3.0% |
| Lamb Weston Hldgs Inc.COM | COM | $34.2M | 2.9% |
| Gfl Environmental Inc.SUB VTG SHS | SUB VTG SHS | $32.3M | 2.7% |
| Waystar Hldg Corp.COM | COM | $32M | 2.7% |
| Primo Brands CorporationCLASS A COM SHS | CLASS A COM SHS | $27.3M | 2.3% |
| Ryan Specialty Holdings Inc.CL A | CL A | $26.8M | 2.3% |
| Gartner Inc.COM | COM | $25.6M | 2.2% |
| Brown & Brown Inc.COM | COM | $25.4M | 2.1% |
| Lpl Finl Hldgs Inc.COM | COM | $21.5M | 1.8% |
| Iqvia Hldgs Inc.COM | COM | $20.3M | 1.7% |
| US Foods Hldg Corp.COM | COM | $19.2M | 1.6% |
| Energizer Hldgs Inc.COM | COM | $18.2M | 1.5% |
| Airbnb Inc.COM CL A | COM CL A | $17.4M | 1.5% |
| Landstar Sys Inc.COM | COM | $17.1M | 1.4% |
| Neogen Corp.COM | COM | $16.6M | 1.4% |
| Becton Dickinson & COCOM | COM | $16.2M | 1.4% |
| Fidelity Natl Information SVCOM | COM | $15.3M | 1.3% |
| Fortive Corp.COM | COM | $15M | 1.3% |
| Ralliant Corp.COM | COM | $14.4M | 1.2% |
| Tyler Technologies Inc.COM | COM | $11.2M | 0.9% |
| C H Robinson Worldwide INCOM NEW | COM NEW | $11.1M | 0.9% |
| Schwab Charles Corp.COM | COM | $9.84M | 0.8% |
| International Flavors&fragraCOM | COM | $8.86M | 0.7% |
| Veeva Sys Inc.CL A COM | CL A COM | $7.79M | 0.7% |
| Niq Global Intelligence PLCORDINARY SHARES | ORDINARY SHARES | $6.81M | 0.6% |
| Capital One Finl Corp.COM | COM | $4.93M | 0.4% |
| American Express COCOM | COM | $4.29M | 0.4% |
| Anheuser Busch Inbev SA NVSPONSORED ADR | SPONSORED ADR | $3.63M | 0.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $3.41M | 0.3% |
| Sysco Corp.COM | COM | $3.38M | 0.3% |
| Microsoft Corp.COM | COM | $3.22M | 0.3% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $3.09M | 0.3% |
| Danaher Corp. DelCOM | COM | $2.97M | 0.3% |
| Willis Towers Watson PLC LtdSHS | SHS | $2.65M | 0.2% |
| Pepsico Inc.COM | COM | $2.39M | 0.2% |
| Paychex Inc.COM | COM | $2.23M | 0.2% |
| Apple Inc.COM | COM | $2.18M | 0.2% |
| Mastercard IncorporatedCL A | CL A | $2.15M | 0.2% |
| Fedex Corp.COM | COM | $2.07M | 0.2% |
| SPDR Index Shs FdsST STR PO EX ETF | ST STR PO EX ETF | $1.99M | 0.2% |
Post Hldgs Inc.COM$106M
- Class
- COM
- Share
- 9.0%
Clarivate PLCORD SHS$98.8M
- Class
- ORD SHS
- Share
- 8.3%
Affiliated Managers GroupCOM$77.4M
- Class
- COM
- Share
- 6.5%
Avantor Inc.COM$67.2M
- Class
- COM
- Share
- 5.7%
Ccc Intelligent Solutions HLCOM$64.6M
- Class
- COM
- Share
- 5.5%
Lkq Corp.COM$42.6M
- Class
- COM
- Share
- 3.6%
Middleby Corp.COM$41.9M
- Class
- COM
- Share
- 3.5%
Envista Holdings CorporationCOM$38.8M
- Class
- COM
- Share
- 3.3%
Roper Technologies Inc.COM$38.1M
- Class
- COM
- Share
- 3.2%
Wiley John & Sons Inc.CL A$36.8M
- Class
- CL A
- Share
- 3.1%
Schein Henry Inc.COM$35.2M
- Class
- COM
- Share
- 3.0%
Lamb Weston Hldgs Inc.COM$34.2M
- Class
- COM
- Share
- 2.9%
Gfl Environmental Inc.SUB VTG SHS$32.3M
- Class
- SUB VTG SHS
- Share
- 2.7%
Waystar Hldg Corp.COM$32M
- Class
- COM
- Share
- 2.7%
Primo Brands CorporationCLASS A COM SHS$27.3M
- Class
- CLASS A COM SHS
- Share
- 2.3%
Ryan Specialty Holdings Inc.CL A$26.8M
- Class
- CL A
- Share
- 2.3%
Gartner Inc.COM$25.6M
- Class
- COM
- Share
- 2.2%
Brown & Brown Inc.COM$25.4M
- Class
- COM
- Share
- 2.1%
Lpl Finl Hldgs Inc.COM$21.5M
- Class
- COM
- Share
- 1.8%
Iqvia Hldgs Inc.COM$20.3M
- Class
- COM
- Share
- 1.7%
US Foods Hldg Corp.COM$19.2M
- Class
- COM
- Share
- 1.6%
Energizer Hldgs Inc.COM$18.2M
- Class
- COM
- Share
- 1.5%
Airbnb Inc.COM CL A$17.4M
- Class
- COM CL A
- Share
- 1.5%
Landstar Sys Inc.COM$17.1M
- Class
- COM
- Share
- 1.4%
Neogen Corp.COM$16.6M
- Class
- COM
- Share
- 1.4%
Becton Dickinson & COCOM$16.2M
- Class
- COM
- Share
- 1.4%
Fidelity Natl Information SVCOM$15.3M
- Class
- COM
- Share
- 1.3%
Fortive Corp.COM$15M
- Class
- COM
- Share
- 1.3%
Ralliant Corp.COM$14.4M
- Class
- COM
- Share
- 1.2%
Tyler Technologies Inc.COM$11.2M
- Class
- COM
- Share
- 0.9%
C H Robinson Worldwide INCOM NEW$11.1M
- Class
- COM NEW
- Share
- 0.9%
Schwab Charles Corp.COM$9.84M
- Class
- COM
- Share
- 0.8%
International Flavors&fragraCOM$8.86M
- Class
- COM
- Share
- 0.7%
Veeva Sys Inc.CL A COM$7.79M
- Class
- CL A COM
- Share
- 0.7%
Niq Global Intelligence PLCORDINARY SHARES$6.81M
- Class
- ORDINARY SHARES
- Share
- 0.6%
Capital One Finl Corp.COM$4.93M
- Class
- COM
- Share
- 0.4%
American Express COCOM$4.29M
- Class
- COM
- Share
- 0.4%
Anheuser Busch Inbev SA NVSPONSORED ADR$3.63M
- Class
- SPONSORED ADR
- Share
- 0.3%
Alphabet Inc.CAP STK CL A$3.41M
- Class
- CAP STK CL A
- Share
- 0.3%
Sysco Corp.COM$3.38M
- Class
- COM
- Share
- 0.3%
Microsoft Corp.COM$3.22M
- Class
- COM
- Share
- 0.3%
iShares TRCORE S&P500 ETF$3.09M
- Class
- CORE S&P500 ETF
- Share
- 0.3%
Danaher Corp. DelCOM$2.97M
- Class
- COM
- Share
- 0.3%
Willis Towers Watson PLC LtdSHS$2.65M
- Class
- SHS
- Share
- 0.2%
Pepsico Inc.COM$2.39M
- Class
- COM
- Share
- 0.2%
Paychex Inc.COM$2.23M
- Class
- COM
- Share
- 0.2%
Apple Inc.COM$2.18M
- Class
- COM
- Share
- 0.2%
Mastercard IncorporatedCL A$2.15M
- Class
- CL A
- Share
- 0.2%
Fedex Corp.COM$2.07M
- Class
- COM
- Share
- 0.2%
SPDR Index Shs FdsST STR PO EX ETF$1.99M
- Class
- ST STR PO EX ETF
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 96 positions by value, with holdings of the same security combined. The 96 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1562855
- File number
- 028-15091
- Options
- 0 call, 0 put
- In the 25 largest
- 82.9%
- Prior quarter
- $1.31B at 31 March 2026
- Positions opened
- 6
- Positions closed
- 8
Common questions
What are Clarkston Capital Partners’ 13F holdings worth?
$1.18 billion across 96 positions for the quarter ended 30 June 2026.
What is Clarkston Capital Partners’ largest 13F holding?
POST HLDGS INC (COM) was the largest position at $106 million, or 9.0% of reported 13F value, as of 30 June 2026.
How concentrated is Clarkston Capital Partners’ 13F portfolio?
The ten largest positions accounted for 51.7% of reported value and the twenty-five largest for 82.9%, across 96 positions as of 30 June 2026.
Does Form 13F show everything Clarkston Capital Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Clarkston Capital Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.