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Clarkston Capital Partners, LLC

Period ended Sep 30, 2026 · Latest filing Nov 10, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $1,104,942,021

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. POST HLDGS INC · COM · 737446104 · shares: $90,705,389
  2. CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 · shares: $72,540,554
  3. CLARIVATE PLC · ORD SHS · G21810109 · shares: $71,142,752
  4. AVANTOR INC · COM · 05352A100 · shares: $58,923,880
  5. AFFILIATED MANAGERS GROUP · COM · 008252108 · shares: $54,610,800
  6. WAYSTAR HLDG CORP · COM · 946784105 · shares: $46,064,674
  7. ROPER TECHNOLOGIES INC · COM · 776696106 · shares: $43,084,699
  8. RYAN SPECIALTY HOLDINGS INC · CL A · 78351F107 · shares: $36,848,670
  9. GFL ENVIRONMENTAL INC · SUB VTG SHS · 36168Q104 · shares: $34,107,345
  10. LKQ CORP · COM · 501889208 · shares: $33,765,113

Reported holdings

98 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
POST HLDGS INCCOM737446104 — 1,245,098 shares $90,705,389
CCC INTELLIGENT SOLUTIONS HLCOM12510Q100 — 10,891,975 shares $72,540,554
CLARIVATE PLCORD SHSG21810109 — 42,600,450 shares $71,142,752
AVANTOR INCCOM05352A100 — 3,915,208 shares $58,923,880
AFFILIATED MANAGERS GROUPCOM008252108 — 149,369 shares $54,610,800
WAYSTAR HLDG CORPCOM946784105 — 1,817,864 shares $46,064,674
ROPER TECHNOLOGIES INCCOM776696106 — 123,307 shares $43,084,699
RYAN SPECIALTY HOLDINGS INCCL A78351F107 — 995,910 shares $36,848,670
GFL ENVIRONMENTAL INCSUB VTG SHS36168Q104 — 815,380 shares $34,107,345
LKQ CORPCOM501889208 — 1,478,980 shares $33,765,113
TYLER TECHNOLOGIES INCCOM902252105 — 101,631 shares $32,379,637
ENVISTA HOLDINGS CORPORATIONCOM29415F104 — 1,355,250 shares $31,807,718
GARTNER INCCOM366651107 — 159,583 shares $29,768,613
SCHEIN HENRY INCCOM806407102 — 351,330 shares $29,501,180
WILEY JOHN & SONS INCCL A968223206 — 605,800 shares $28,933,008
COSTAR GROUP INCCOM22160N109 — 975,585 shares $26,731,029
MIDDLEBY CORPCOM596278101 — 220,401 shares $22,829,136
BROWN & BROWN INCCOM115236101 — 346,520 shares $21,103,068
IQVIA HLDGS INCCOM46266C105 — 77,271 shares $20,774,308
LPL FINL HLDGS INCCOM50212V100 — 67,865 shares $20,753,117
PRIMO BRANDS CORPORATIONCLASS A COM SHS741623102 — 1,036,640 shares $19,747,992
AIRBNB INCCOM CL A009066101 — 114,013 shares $18,316,188
NEOGEN CORPCOM640491106 — 1,422,980 shares $18,214,144
BECTON DICKINSON & COCOM075887109 — 98,543 shares $17,639,197
COOPER COS INCCOM216648501 — 282,586 shares $15,974,587
NIQ GLOBAL INTELLIGENCE PLCORDINARY SHARESG63755105 — 800,325 shares $13,613,528
MIDERA FOOD PROCESSING INCCOM59739R104 — 309,235 shares $12,622,973
VEEVA SYS INCCL A COM922475108 — 41,970 shares $11,980,337
RALLIANT CORPCOM750940108 — 169,810 shares $11,745,758
ROCKET COS INCCOM CL A77311W101 — 989,442 shares $11,388,477
LANDSTAR SYS INCCOM515098101 — 64,580 shares $10,891,094
FORTIVE CORPCOM34959J108 — 186,880 shares $10,242,893
CHARLES SCHWAB CORP (THE)COM808513105 — 98,101 shares $9,588,392
US FOODS HLDG CORPCOM912008109 — 103,470 shares $9,540,969
FIDELITY NATL INFORMATION SVCOM31620M106 — 266,728 shares $8,775,351
INTERNATIONAL FLAVORS&FRAGRACOM459506101 — 96,820 shares $8,082,534
C H ROBINSON WORLDWIDE INCOM NEW12541W209 — 50,666 shares $7,496,541
MICROSOFT CORPCOM594918104 — 8,321 shares $4,267,947
AMERICAN EXPRESS COCOM025816109 — 12,661 shares $3,850,259
CAPITAL ONE FINL CORPCOM14040H105 — 19,912 shares $3,844,410
ALPHABET INCCAP STK CL A02079K305 — 9,589 shares $3,299,383
ANHEUSER BUSCH INBEV SA NVSPONSORED ADR03524A108 — 39,883 shares $2,930,204
SYSCO CORPCOM871829107 — 37,056 shares $2,888,886
WILLIS TOWERS WATSON PLC LTDSHSG96629103 — 9,225 shares $2,658,921
ISHARES TRCORE S&P500 ETF464287200 — 3,330 shares $2,550,281
APPLE INCCOM037833100 — 7,327 shares $2,440,038
WORKDAY INCCL A98138H101 — 12,576 shares $2,395,225
MASTERCARD INCORPORATEDCL A57636Q104 — 4,324 shares $2,384,556
SALESFORCE INCCOM79466L302 — 9,512 shares $2,183,670
PAYCHEX INCCOM704326107 — 22,093 shares $2,176,179
PEPSICO INCCOM713448108 — 16,747 shares $2,122,180
THERMO FISHER SCIENTIFIC INCCOM883556102 — 3,082 shares $2,080,504
SPDR INDEX SHS FDSST STR PO EX ETF78463X889 — 39,500 shares $1,983,295
DANAHER CORP DELCOM235851102 — 8,770 shares $1,942,994
SERVICENOW INCCOM81762P102 — 14,387 shares $1,928,002
JOHNSON & JOHNSONCOM478160104 — 7,132 shares $1,888,126
FEDEX CORPCOM31428X106 — 6,529 shares $1,861,353
ZOETIS INCCL A98978V103 — 25,140 shares $1,755,526
KEURIG DR PEPPER INCCOM49271V100 — 57,208 shares $1,735,691
ALCON AGORD SHSH01301128 — 25,810 shares $1,671,198
DISNEY WALT COCOM254687106 — 14,282 shares $1,498,182
VERISK ANALYTICS INCCOM92345Y106 — 7,838 shares $1,315,608
PROCTER & GAMBLE COCOM742718109 — 8,924 shares $1,296,479
SPDR SERIES TRUSTST STR BLO 1 ETF78468R663 — 13,670 shares $1,252,719
DAVITA INCCOM23918K108 — 6,954 shares $1,216,394
EQUIFAX INCCOM294429105 — 8,340 shares $1,144,582
ALPHABET INCCAP STK CL C02079K107 — 3,135 shares $1,068,220
CREDIT ACCEP CORP MICHCOM225310101 — 2,000 shares $1,062,000
OTIS WORLDWIDE CORPCOM68902V107 — 15,790 shares $1,015,613
OREILLY AUTOMOTIVE INCCOM67103H107 — 11,475 shares $980,080
SUN CMNTYS INCCOM866674104 — 8,600 shares $952,708
COPART INCCOM217204106 — 32,451 shares $885,263
ISHARES TRMSCI EMG MKT ETF464287234 — 12,250 shares $818,178
ISHARES TRCORE S&P MCP ETF464287507 — 11,125 shares $800,444
AMAZON COM INCCOM023135106 — 3,051 shares $760,157
BERKSHIRE HATHAWAY INC DELCL A084670108 — 1 shares $747,005
ISHARES TRRUSSELL 2000 ETF464287655 — 2,600 shares $722,514
WASTE MGMT INC DELCOM94106L109 — 3,384 shares $690,065
ISHARES TRMSCI EAFE ETF464287465 — 5,992 shares $622,509
ISHARES TRCORE S&P500 ETF464287200 — 790 shares $605,045
SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797 — 17,614 shares $572,969
MEDTRONIC PLCSHSG5960L103 — 6,590 shares $568,651
BERKSHIRE HATHAWAY INC DELCL B NEW084670702 — 1,075 shares $535,296
NVIDIA CORPORATIONCOM67066G104 — 1,990 shares $454,476
US BANCORPCOM NEW902973304 — 7,415 shares $428,290
SCHWAB STRATEGIC TRFUNDAMENTAL INTL808524755 — 7,582 shares $407,533
VANGUARD INDEX FDSS&P 500 ETF SHS922908363 — 556 shares $389,678
FEDEX FGHT HLDG CO INCCOMMON STOCK314352105 — 3,414 shares $373,423
SCHWAB STRATEGIC TRFUNDAMENTAL US L808524771 — 10,800 shares $339,876
BERKSHIRE HATHAWAY INC DELCL B NEW084670702 — 650 shares $323,668
RTX CORPORATIONCOM75513E101 — 1,608 shares $298,525
MARSH & MCLENNAN COS INCCOM571748102 — 1,700 shares $290,241
ORACLE CORPCOM68389X105 — 2,000 shares $274,600
JPMORGAN CHASE & COCOM46625H100 — 810 shares $267,972
NICOLET BANKSHARES INCCOM65406E102 — 1,555 shares $253,496
CHARTER COMMUNICATIONS INCCL A16119P108 — 1,941 shares $215,257
WELLS FARGO & COCOM949746101 — 2,650 shares $212,133
ISHARES TRCORE DIV GRWTH46434V621 — 2,755 shares $207,699