Holders — by stockHoldings — by fund
Clarkston Capital Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001562855
$1.18B
disclosed book value
96
positions
9%
largest position share
Positions, as of 2026-06-30
top 96 of 96 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | POSTPOST HLDGS INC | 1.2M | $106.4M | 9% |
| 2 | CLARIVATE PLC | 45.7M | $98.8M | 8.3% |
| 3 | AMGAFFILIATED MANAGERS GROUP | 228,683 | $77.4M | 6.5% |
| 4 | AVTRAVANTOR INC | 6.8M | $67.2M | 5.7% |
| 5 | CCCCCC INTELLIGENT SOLUTIONS HL | 12.5M | $64.6M | 5.5% |
| 6 | LKQLKQ CORP | 1.6M | $42.6M | 3.6% |
| 7 | MIDDMIDDLEBY CORP | 243,851 | $41.9M | 3.5% |
| 8 | NVSTENVISTA HOLDINGS CORPORATION | 1.5M | $38.8M | 3.3% |
| 9 | ROPROPER TECHNOLOGIES INC | 112,559 | $38.1M | 3.2% |
| 10 | WLYWILEY JOHN & SONS INC | 759,081 | $36.8M | 3.1% |
| 11 | HSICSCHEIN HENRY INC | 421,074 | $35.2M | 3% |
| 12 | LWLAMB WESTON HLDGS INC | 791,480 | $34.2M | 2.9% |
| 13 | GFLGFL ENVIRONMENTAL INC | 878,909 | $32.3M | 2.7% |
| 14 | WAYWAYSTAR HLDG CORP | 1.6M | $32.0M | 2.7% |
| 15 | PRMBPRIMO BRANDS CORPORATION | 1.1M | $27.3M | 2.3% |
| 16 | RYANRYAN SPECIALTY HOLDINGS INC | 710,745 | $26.8M | 2.3% |
| 17 | ITGARTNER INC | 197,571 | $25.6M | 2.2% |
| 18 | BROBROWN & BROWN INC | 395,886 | $25.4M | 2.1% |
| 19 | LPLALPL FINL HLDGS INC | 76,499 | $21.5M | 1.8% |
| 20 | IQVIQVIA HLDGS INC | 104,939 | $20.3M | 1.7% |
| 21 | USFDUS FOODS HLDG CORP | 187,615 | $19.2M | 1.6% |
| 22 | ENRENERGIZER HLDGS INC | 848,175 | $18.2M | 1.5% |
| 23 | ABNBAIRBNB INC | 121,653 | $17.4M | 1.5% |
| 24 | LSTRLANDSTAR SYS INC | 82,510 | $17.1M | 1.4% |
| 25 | NEOGNEOGEN CORP | 1.8M | $16.6M | 1.4% |
| 26 | BDXBECTON DICKINSON & CO | 106,880 | $16.2M | 1.4% |
| 27 | FISFIDELITY NATL INFORMATION SV | 392,663 | $15.3M | 1.3% |
| 28 | FTVFORTIVE CORP | 246,180 | $15.0M | 1.3% |
| 29 | RALRALLIANT CORP | 196,135 | $14.4M | 1.2% |
| 30 | TYLTYLER TECHNOLOGIES INC | 38,458 | $11.2M | 0.9% |
| 31 | CHRWC H ROBINSON WORLDWIDE IN | 58,909 | $11.1M | 0.9% |
| 32 | SCHWSCHWAB CHARLES CORP | 106,637 | $9.8M | 0.8% |
| 33 | IFFINTERNATIONAL FLAVORS&FRAGRA | 111,820 | $8.9M | 0.7% |
| 34 | VEEVVEEVA SYS INC | 43,915 | $7.8M | 0.7% |
| 35 | NIQ GLOBAL INTELLIGENCE PLC | 727,875 | $6.8M | 0.6% |
| 36 | COFCAPITAL ONE FINL CORP | 24,559 | $4.9M | 0.4% |
| 37 | AXPAMERICAN EXPRESS CO | 12,679 | $4.3M | 0.4% |
| 38 | BUDANHEUSER BUSCH INBEV SA NV | 44,034 | $3.6M | 0.3% |
| 39 | GOOGLALPHABET INC | 9,541 | $3.4M | 0.3% |
| 40 | SYYSYSCO CORP | 40,425 | $3.4M | 0.3% |
| 41 | MSFTMICROSOFT CORP | 8,628 | $3.2M | 0.3% |
| 42 | IVVISHARES TR | 4,120 | $3.1M | 0.3% |
| 43 | DHRDANAHER CORP DEL | 15,590 | $3.0M | 0.3% |
| 44 | WILLIS TOWERS WATSON PLC LTD | 10,155 | $2.7M | 0.2% |
| 45 | PEPPEPSICO INC | 17,650 | $2.4M | 0.2% |
| 46 | PAYXPAYCHEX INC | 22,709 | $2.2M | 0.2% |
| 47 | AAPLAPPLE INC | 7,547 | $2.2M | 0.2% |
| 48 | MAMASTERCARD INCORPORATED | 4,191 | $2.2M | 0.2% |
| 49 | FDXFEDEX CORP | 6,618 | $2.1M | 0.2% |
| 50 | SPDWSPDR INDEX SHS FDS | 39,500 | $2.0M | 0.2% |
| 51 | BILSPDR SERIES TRUST | 21,510 | $2.0M | 0.2% |
| 52 | JNJJOHNSON & JOHNSON | 7,511 | $1.9M | 0.2% |
| 53 | KDPKEURIG DR PEPPER INC | 56,653 | $1.9M | 0.2% |
| 54 | ALCON AG | 25,560 | $1.7M | 0.1% |
| 55 | TMOTHERMO FISHER SCIENTIFIC INC | 3,088 | $1.5M | 0.1% |
| 56 | DVADAVITA INC | 6,954 | $1.5M | 0.1% |
| 57 | WDAYWORKDAY INC | 12,566 | $1.5M | 0.1% |
| 58 | DISDISNEY WALT CO | 15,606 | $1.5M | 0.1% |
| 59 | CRMSALESFORCE INC | 9,472 | $1.5M | 0.1% |
| 60 | MEDTRONIC PLC | 17,966 | $1.4M | 0.1% |
| 61 | VRSKVERISK ANALYTICS INC | 7,738 | $1.4M | 0.1% |
| 62 | OTISOTIS WORLDWIDE CORP | 19,093 | $1.4M | 0.1% |
| 63 | PGPROCTER & GAMBLE CO | 9,056 | $1.3M | 0.1% |
| 64 | CACCCREDIT ACCEP CORP MICH | 2,000 | $1.3M | 0.1% |
| 65 | ZTSZOETIS INC | 16,053 | $1.2M | 0.1% |
| 66 | GOOGALPHABET INC | 3,135 | $1.1M | 0.1% |
| 67 | ORLYOREILLY AUTOMOTIVE INC | 11,475 | $1.1M | 0.1% |
| 68 | SUISUN CMNTYS INC | 8,600 | $1.0M | 0.1% |
| 69 | NOWSERVICENOW INC | 9,265 | $919,829 | 0.1% |
| 70 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,715 | $858,169 | 0.1% |
| 71 | IJHISHARES TR | 11,125 | $857,849 | 0.1% |
| 72 | EFXEQUIFAX INC | 5,331 | $846,136 | 0.1% |
| 73 | WMWASTE MGMT INC DEL | 3,786 | $843,824 | 0.1% |
| 74 | EEMISHARES TR | 12,250 | $838,023 | 0.1% |
| 75 | IWMISHARES TR | 2,600 | $781,170 | 0.1% |
| 76 | CPRTCOPART INC | 27,029 | $761,948 | 0.1% |
| 77 | BRK/ABERKSHIRE HATHAWAY INC DEL | 1 | $748,850 | 0.1% |
| 78 | AMZNAMAZON COM INC | 3,077 | $733,372 | 0.1% |
| 79 | EFAISHARES TR | 5,992 | $622,449 | 0.1% |
| 80 | USBUS BANCORP | 9,752 | $589,021 | 0% |
| 81 | SCHDSCHWAB STRATEGIC TR | 17,611 | $558,442 | 0% |
| 82 | FDXFFEDEX FGHT HLDG CO INC | 3,338 | $504,038 | 0% |
| 83 | FFORD MTR CO | 32,160 | $447,024 | 0% |
| 84 | FNDFSCHWAB STRATEGIC TR | 7,664 | $404,377 | 0% |
| 85 | NVDANVIDIA CORPORATION | 1,990 | $398,179 | 0% |
| 86 | VOOVANGUARD INDEX FDS | 556 | $381,866 | 0% |
| 87 | FNDXSCHWAB STRATEGIC TR | 11,079 | $344,550 | 0% |
| 88 | ALGNALIGN TECHNOLOGY INC | 2,000 | $337,320 | 0% |
| 89 | JPMJPMORGAN CHASE & CO | 1,000 | $327,330 | 0% |
| 90 | RTXRTX CORPORATION | 1,608 | $305,086 | 0% |
| 91 | ORCLORACLE CORP | 2,000 | $293,100 | 0% |
| 92 | MRSHMARSH & MCLENNAN COS INC | 1,700 | $283,339 | 0% |
| 93 | LBRDKLIBERTY BROADBAND CORP | 8,225 | $273,564 | 0% |
| 94 | NICNICOLET BANKSHARES INC | 1,555 | $257,181 | 0% |
| 95 | WFCWELLS FARGO & CO | 2,650 | $218,996 | 0% |
| 96 | DGROISHARES TR | 2,755 | $208,801 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.