Institutional Fund
Clarkston Capital Partners, LLC
Rochester, MICIK 15628555 filings on record
Portfolio Value
$1.31B
Q1 2026
Holdings
98
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-69.7%
from $4.32B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Post Hldgs Inc9.0%
- Clarivate PLC8.3%
- Affiliated Managers Group In6.6%
- Avantor Inc5.2%
- Ccc Intelligent Solutions Hl4.4%
- Lkq Corp3.4%
- Other63.1%
Portfolio Holdings
98 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Post Hldgs Inc | 1.19M | $117.95M | 9.0% | −1.68M | Reduced |
| 2 | Clarivate PLC | 42.85M | $108.40M | 8.3% | −22.13M | Reduced |
| 3 | Affiliated Managers Group In | 313.7K | $86.80M | 6.6% | −590.4K | Reduced |
| 4 | Avantor Inc | 8.63M | $67.65M | 5.2% | −6.48M | Reduced |
| 5 | Ccc Intelligent Solutions Hl | 9.58M | $57.46M | 4.4% | −4.21M | Reduced |
| 6 | Lkq Corp | 1.54M | $45.16M | 3.4% | −2.22M | Reduced |
| 7 | Lamb Weston Hldgs Inc | 990.7K | $41.87M | 3.2% | −1.42M | Reduced |
| 8 | Gfl Environmental Inc | 929.9K | $38.79M | 3.0% | −1.88M | Reduced |
| 9 | Middleby Corp | 289.5K | $38.38M | 2.9% | −499.3K | Reduced |
| 10 | Gartner Inc | 229.6K | $36.35M | 2.8% | +117.7K | Added |
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