Clarkston Capital Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CC Clarkston Capital Partners, LLC | Institutional Filer | ▼ 69.67% | $1.31B | 98 |
Current Portfolio Holdings
Showing all 98 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | POST | Post Holdings, Inc. | Consumer Defensive | 1.2M | $117.9M | 9.00% |
| 2 | CLVT | Clarivate Plc | Technology | 42.8M | $108.4M | 8.27% |
| 3 | AMG | Affiliated Managers Group, Inc. | Financial Services | 314K | $86.8M | 6.62% |
| 4 | AVTR | Avantor, Inc. | Healthcare | 8.6M | $67.7M | 5.16% |
| 5 | CCC | CCC Intelligent Solutions Holdings Inc. | Technology | 9.6M | $57.5M | 4.38% |
| 6 | LKQ | LKQ Corporation | Consumer Cyclical | 1.5M | $45.2M | 3.45% |
| 7 | LW | Lamb Weston Holdings, Inc. | Consumer Defensive | 991K | $41.9M | 3.19% |
| 8 | GFL | GFL Environmental Inc. | Industrials | 930K | $38.8M | 2.96% |
| 9 | MIDD | The Middleby Corporation | Industrials | 290K | $38.4M | 2.93% |
| 10 | IT | Gartner, Inc. | Technology | 230K | $36.4M | 2.77% |
| 11 | WLY | John Wiley & Sons, Inc. | Communication Services | 943K | $35.9M | 2.74% |
| 12 | HSIC | Henry Schein, Inc. | Healthcare | 484K | $35.7M | 2.72% |
| 13 | ROP | Roper Technologies, Inc. | Industrials | 94K | $33.4M | 2.55% |
| 14 | NVST | Envista Holdings Corp | Healthcare | 1.2M | $30.0M | 2.29% |
| 15 | LPLA | LPL Financial Holdings Inc. | Financial Services | 96K | $29.0M | 2.21% |
Showing 1 to 15 of 98 holdings