Clarkston Capital Partners, LLC reported 83 positions worth $1.17B for the quarter ended Jun 30, 2026, down 9.0% on the prior quarter. It opened 6 new positions, added to 13, trimmed 57 and exited 4. Its largest holding is Post Holdings, Inc. at 9.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| RYAN Ryan Specialty Holdings, Inc. | +408.8K | +135.4% | $15.44M | 2.29% |
| CCC CCC Intelligent Solutions Holdings Inc. | +2.94M | +30.7% | $15.17M | 5.51% |
| WAY Waystar Holding Corp. | +609.7K | +64.1% | $12.52M | 2.73% |
| TYL Tyler Technologies Inc | +38.5K | – | $11.25M | 0.96% |
| VEEV Veeva Systems Inc | +43.9K | – | $7.79M | 0.665% |
| NVST Envista Holdings Corp | +292.0K | +24.7% | $7.69M | 3.31% |
| NIQ NIQ Global Intelligence plc | +727.9K | – | $6.81M | 0.581% |
| CLVT Clarivate Plc | +2.89M | +6.7% | $6.24M | 8.43% |
| ROP Roper Technologies Inc | +18.1K | +19.2% | $6.14M | 3.25% |
| LKQ Lkq Corp | +79.5K | +5.2% | $2.09M | 3.63% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMG Affiliated Managers Group, Inc. | -85.0K | -27.1% | $28.77M | 6.6% |
| TAP Molson Coors Beverage Co | -665.2K | -100.0% | $28.64M | Exited |
| AVTR Avantor, Inc. | -1.84M | -21.3% | $18.22M | 5.74% |
| RAL Ralliant Corp | -188.6K | -49.0% | $13.89M | 1.23% |
| ENR Energizer Holdings, Inc. | -550.0K | -39.3% | $11.79M | 1.55% |
| CHRW C. H. Robinson Worldwide, Inc. | -56.6K | -49.0% | $10.66M | 0.947% |
| USFD US Foods Holding Corp. | -102.0K | -35.2% | $10.43M | 1.64% |
| ALGN Align Technology Inc | -58.0K | -96.7% | $9.78M | 0.029% |
| WLY John Wiley & Sons, Inc. | -183.5K | -19.5% | $8.90M | 3.14% |
| LW Lamb Weston Holdings, Inc. | -199.2K | -20.1% | $8.60M | 2.92% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| TYL Tyler Technologies Inc | +38.5K | $11.25M | 0.96% |
| VEEV Veeva Systems Inc | +43.9K | $7.79M | 0.665% |
| NIQ NIQ Global Intelligence plc | +727.9K | $6.81M | 0.581% |
| VRSK Verisk Analytics, Inc. | +7,738 | $1.39M | 0.119% |
| SUI Sun Communities Inc | +8,600 | $1.03M | 0.088% |
| FDXF FedEx Freight Holding Company, Inc. | +3,338 | $504.04K | 0.043% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | POST Post Holdings, Inc. | Consumer Staples | 1.21M | $106.43M | 9.08% | +12.8K | +1.1% | Added | 2.67% |
| 2 | CLVT Clarivate Plc | Technology | 45.73M | $98.79M | 8.43% | +2.89M | +6.7% | Added | 7.15% |
| 3 | AMG Affiliated Managers Group, Inc. | Financial Services | 228.7K | $77.39M | 6.6% | -85.0K | -27.1% | Reduced | 0.87% |
| 4 | AVTR Avantor, Inc. | Industrials | 6.79M | $67.21M | 5.74% | -1.84M | -21.3% | Reduced | 1% |
| 5 | CCC CCC Intelligent Solutions Holdings Inc. | Technology | 12.52M | $64.59M | 5.51% | +2.94M | +30.7% | Added | 2.18% |
| 6 | LKQ Lkq Corp | Consumer Discretionary | 1.62M | $42.58M | 3.63% | +79.5K | +5.2% | Added | 0.64% |
| 7 | MIDD MIDDLEBY Corp | Industrials | 243.9K | $41.94M | 3.58% | -45.7K | -15.8% | Reduced | 0.52% |
| 8 | NVST Envista Holdings Corp | Healthcare | 1.47M | $38.84M | 3.31% | +292.0K | +24.7% | Added | 0.9% |
| 9 | ROP Roper Technologies Inc | Technology | 112.6K | $38.09M | 3.25% | +18.1K | +19.2% | Added | 0.11% |
| 10 | WLY John Wiley & Sons, Inc. | Communication Services | 759.1K | $36.82M | 3.14% | -183.5K | -19.5% | Reduced | 1.8% |
| 11 | HSIC Henry Schein Inc | Healthcare | 421.1K | $35.17M | 3% | -63.1K | -13.0% | Reduced | 0.37% |
| 12 | LW Lamb Weston Holdings, Inc. | Consumer Staples | 791.5K | $34.18M | 2.92% | -199.2K | -20.1% | Reduced | 0.57% |
| 13 | GFL GFL Environmental Inc. | Industrials | 878.9K | $32.34M | 2.76% | -51.0K | -5.5% | Reduced | 0.24% |
| 14 | WAY Waystar Holding Corp. | Technology | 1.56M | $32.03M | 2.73% | +609.7K | +64.1% | Added | 0.81% |
| 15 | PRMB Primo Brands Corp | Consumer Staples | 1.12M | $27.26M | 2.33% | -200.8K | -15.3% | Reduced | 0.31% |
Tip. Select a row to see that position’s full history at Clarkston Capital Partners.
As of its Q2 2026 13F filing, Clarkston Capital Partners, LLC’s five largest positions were Post Holdings, Inc. (POST) at 9.1%, Clarivate Plc (CLVT) at 8.4%, Affiliated Managers Group, Inc. (AMG) at 6.6%, Avantor, Inc. (AVTR) at 5.7%, CCC Intelligent Solutions Holdings Inc. (CCC) at 5.5% of the reported portfolio.
Clarkston Capital Partners, LLC reported a 13F portfolio worth $1.17B across 83 positions for Q2 2026. That is down 9.0% from the previous quarter.
Its largest purchases by value were Ryan Specialty Holdings, Inc. ($15.44M), CCC Intelligent Solutions Holdings Inc. ($15.17M), Waystar Holding Corp. ($12.52M). It opened 6 new positions.
Its largest sales by value were Affiliated Managers Group, Inc. ($28.77M), Molson Coors Beverage Co ($28.64M), Avantor, Inc. ($18.22M). It exited 4 positions entirely.
From the Form 13F-HR reports Clarkston Capital Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.