Clarkston Capital Partners, LLC 13F Holdings

CIK 0001562855 · ROCHESTER, MI

As of Sep 30, 2025, Clarkston Capital Partners, LLC reported 207 positions worth $4.6B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
POST HOLDINGS INCPOSTConsumer Defensive2,903,860$312.1M6.72%
AFFILIATED MANAGERS GROUP INCAMGFinancial Services1,232,333$293.8M6.33%
CLARIVATE PLCCLVTTechnology66,708,438$255.5M5.50%
AVANTOR INCAVTRBasic Materials15,020,325 87.5M4.04%
LPL FINANCIAL HOLDINGS INCLPLAFinancial Services498,633 65.9M3.57%
WILLIS TOWERS WATSON PLCWTWFinancial Services449,763 55.4M3.35%
MOLSON COORS BEVERAGE COTAPConsumer Defensive3,363,760 52.2M3.28%
LAMB WESTON HOLDINGS INCLWConsumer Defensive2,515,657 46.1M3.15%
US FOODS HOLDING CORPUSFDConsumer Defensive1,895,545 45.2M3.13%
C H ROBINSON WORLDWIDE INCCHRWIndustrials1,083,588 43.5M3.09%
SYSCO CORPSYYConsumer Defensive1,729,470 42.4M3.07%
GFL ENVIRONMENTAL INCGFLIndustrials2,860,060 35.5M2.92%
LKQ CORPLKQConsumer Cyclical3,577,695 09.3M2.35%
HENRY SCHEIN INCHSICHealthcare1,499,600$99.5M2.14%
ENERGIZER HOLDINGS INCENRIndustrials3,855,055$96.0M2.07%
JOHN WILEY & SONS INCWLYConsumer Cyclical2,207,824$89.4M1.92%
ENVISTA HOLDINGS CORPNVSTHealthcare4,317,255$87.9M1.89%
MIDDLEBY CORPMIDDIndustrials649,172$86.3M1.86%
HILLENBRAND INCHIIndustrials3,140,306$84.9M1.83%
FEDEX CORPFDXIndustrials340,260$80.2M1.73%
SCHWAB CHARLES CORPSCHWEquity822,313$78.5M1.69%
CCC INTELLIGENT SOLUTIONS HOLDINGS INCCCCTechnology8,098,565$73.8M1.59%
BECTON DICKINSON & COBDXHealthcare376,835$70.5M1.52%
NEOGEN CORPNEOGHealthcare11,693,250$66.8M1.44%
BROWN & BROWN INCBROFinancial Services710,070$66.6M1.43%