Champlain Investment Partners, LLC
Net seller this quarter
$3.89B
129
-$5.17B
17.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NTNX | $104M | 2.66% | 0.75% | -49.3% | Q4 2018 |
 P | $90.1M | 2.31% | 0.34% | -45.1% | Q3 2017 |
 ESAB | $74.6M | 1.92% | 1.24% | -42.1% | Q1 2024 |
 PEN | $69.2M | 1.78% | 0.56% | -55.4% | Q4 2016 |
 WH | $59.9M | 1.54% | 0.95% | -48.4% | Q2 2025 |
 SFM | $59.1M | 1.52% | 0.75% | -40.9% | Q4 2025 |
 CFR | $58.7M | 1.51% | 0.60% | -55.6% | Q1 2013 |
 OKTA | $56.4M | 1.45% | Not reported | -69.2% | Q3 2017 |
 CBSH | $56.1M | 1.44% | 0.67% | -57.1% | Q1 2014 |
 MSA | $55.9M | 1.44% | 0.83% | -50.1% | Q3 2017 |
 CAVA | $55M | 1.41% | 0.60% | -49.8% | Q1 2025 |
 SNPS | $54.1M | 1.39% | 0.06% | -68.5% | Q3 2015 |
 FND | $53.6M | 1.38% | 0.85% | -60.3% | Q4 2025 |
 NOVT | $52.9M | 1.36% | 0.92% | -16.9% | Q4 2018 |
 CVLT | $48.4M | 1.24% | 0.82% | -12.7% | Q4 2015 |
 SPXC | $47.6M | 1.22% | 0.39% | -15.4% | Q1 2025 |
 EOG | $46.7M | 1.20% | 0.07% | -66.0% | Q1 2026 |
 AAON | $45.9M | 1.18% | 0.44% | -77.4% | Q2 2025 |
 SSD | $45M | 1.16% | 0.52% | -15.6% | Q3 2024 |
 TPL | $43.6M | 1.12% | 0.14% | -60.6% | Q1 2026 |
 RGEN | $43.5M | 1.12% | 0.57% | -54.0% | Q3 2022 |
 TW | $43.3M | 1.11% | 434812.00% | -70.4% | Q4 2019 |
 VEEV | $43.3M | 1.11% | 0.15% | -67.0% | Q4 2017 |
 FAST | $42.8M | 1.10% | 0.08% | -69.3% | Q2 2015 |
 WING | $42.6M | 1.09% | 0.90% | -54.9% | Q4 2020 |
 IEX | $40.5M | 1.04% | 0.24% | -72.1% | Q1 2013 |
 RMBS | $39.7M | 1.02% | 0.28% | -16.2% | Q1 2026 |
 CSW | $38.5M | 0.99% | 0.85% | -14.9% | Q2 2019 |
 GKOS | $38.5M | 0.99% | 0.47% | -13.8% | Q2 2025 |
 CRDO | $38.3M | 0.99% | 0.08% | -69.4% | Q1 2026 |
 GWW | $37.9M | 0.97% | 0.06% | -71.8% | Q3 2015 |
 SKWD | $37.7M | 0.97% | 1.45% | -15.6% | Q3 2023 |
 MTDR | $37M | 0.95% | 0.60% | -0.3% | Q1 2026 |
 RBRK | $36.6M | 0.94% | Not reported | -63.8% | Q3 2024 |
 TOST | $36.6M | 0.94% | 0.60% | -57.2% | Q3 2022 |
 PANW | $36.4M | 0.94% | 0.01% | -71.5% | Q1 2016 |
 RBA | $36.3M | 0.93% | 0.17% | -15.6% | Q2 2023 |
 CSL | $36.3M | 0.93% | 0.25% | -68.5% | Q3 2025 |
 AXON | $36.2M | 0.93% | 0.08% | -66.2% | Q4 2023 |
 ACGL | $36M | 0.92% | 0.11% | -70.6% | Q1 2025 |
 KNSL | $35.3M | 0.91% | 0.47% | -50.2% | Q4 2023 |
 PLMR | $34.4M | 0.88% | 1.04% | -16.7% | Q3 2019 |
 FFIN | $33.8M | 0.87% | 0.68% | -16.8% | Q2 2014 |
 KAI | $33.7M | 0.87% | 0.91% | -16.9% | Q2 2024 |
 VCEL | $33.6M | 0.86% | 1.48% | -7.3% | Q4 2024 |
 AME | $33.5M | 0.86% | 0.06% | -67.4% | Q1 2013 |
 WHD | $32.5M | 0.83% | 0.85% | -2.0% | Q1 2026 |
 VVV | $32.3M | 0.83% | 0.64% | -18.7% | Q1 2018 |
 EAT | $31.8M | 0.82% | 0.45% | +18.5% | Q4 2025 |
 CELH | $31.7M | 0.82% | 0.43% | -54.4% | Q4 2024 |
| Q1 2026 | |||||
| TW | $173M | 2.19% | 1469486.00% | +20.8% | Q4 2019 |
| PEN | $161M | 2.05% | 1.25% | -18.4% | Q4 2016 |
| EOG | $153M | 1.94% | 0.20% | New | Q1 2026 |
| SNPS | $153M | 1.94% | 0.20% | +39.0% | Q3 2015 |
| NTNX | $152M | 1.93% | 1.51% | +17.6% | Q4 2018 |
| FAST | $135M | 1.71% | 0.25% | +7.2% | Q2 2015 |
| AAON | $133M | 1.68% | 1.96% | -3.8% | Q2 2025 |
| VEEV | $130M | 1.65% | 0.45% | +81.0% | Q4 2017 |
 AKAM | $129M | 1.64% | 0.77% | +7.4% | Q3 2016 |
| ESAB | $126M | 1.60% | 2.15% | -14.3% | Q1 2024 |
| P | $123M | 1.56% | 0.63% | +42.6% | Q3 2017 |
| IEX | $121M | 1.54% | 0.86% | -22.9% | Q1 2013 |
| ACGL | $121M | 1.54% | 0.35% | -4.8% | Q1 2025 |
| TPL | $120M | 1.52% | 0.37% | New | Q1 2026 |
| CFR | $117M | 1.49% | 1.35% | -26.8% | Q1 2013 |
| FND | $116M | 1.47% | 2.10% | +28.1% | Q4 2025 |
 COO | $115M | 1.46% | 0.82% | -9.1% | Q1 2014 |
| CAVA | $113M | 1.43% | 1.20% | -23.0% | Q1 2025 |
| WH | $112M | 1.42% | 1.83% | -22.3% | Q2 2025 |
| CBSH | $111M | 1.41% | 1.54% | +101.5% | Q1 2014 |
 HLNE | $108M | 1.37% | Not reported | +2.5% | Q1 2025 |
| GWW | $108M | 1.37% | 0.21% | -24.3% | Q3 2015 |
| CSL | $106M | 1.34% | 0.78% | -5.4% | Q3 2025 |
| OKTA | $106M | 1.34% | Not reported | -11.3% | Q3 2017 |
| MSA | $105M | 1.34% | 1.66% | -39.5% | Q3 2017 |
 HLI | $103M | 1.31% | 122.09% | +56.3% | Q1 2025 |
 DPZ | $102M | 1.30% | 0.85% | -10.4% | Q3 2023 |
| AME | $91.2M | 1.16% | 0.19% | -31.0% | Q1 2013 |
| SFM | $91.1M | 1.16% | 1.25% | +15.4% | Q4 2025 |
 TSCO | $91.1M | 1.16% | 0.38% | Not reported | Q3 2017 |
 WCN | $90.5M | 1.15% | 0.22% | +35.1% | Q4 2025 |
 MTD | $88.5M | 1.12% | 0.35% | -30.6% | Q2 2014 |
 XYL | $87.4M | 1.11% | 0.30% | -13.2% | Q1 2023 |
| WING | $84.4M | 1.07% | 2.00% | -19.7% | Q4 2020 |
| CELH | $84.3M | 1.07% | 0.93% | +341.4% | Q4 2024 |
 PCOR | $83.8M | 1.06% | 0.97% | -8.5% | Q4 2024 |
 WAT | $83.3M | 1.06% | 0.29% | -10.5% | Q4 2014 |
 DDOG | $83M | 1.05% | 0.90% | +39.5% | Q3 2024 |
 EW | $82.8M | 1.05% | 0.18% | -40.4% | Q2 2013 |
 GTLB | $82.5M | 1.05% | Not reported | -6.8% | Q1 2025 |
 MSCI | $82.1M | 1.04% | 0.21% | -38.8% | Q3 2024 |
| RGEN | $81.7M | 1.04% | 1.23% | -30.9% | Q3 2022 |
| TOST | $81.3M | 1.03% | 1.40% | +5.6% | Q3 2022 |
| AXON | $81.2M | 1.03% | 0.24% | +5.6% | Q4 2023 |
 ADSK | $80.2M | 1.02% | 0.16% | +23.1% | Q4 2022 |
 ELF | $78.4M | 0.99% | 2.19% | +6.5% | Q1 2017 |
 RYAN | $76.6M | 0.97% | 2.07% | -11.2% | Q1 2023 |
 TECH | $76M | 0.96% | 0.93% | +3.6% | Q2 2018 |
 CHWY | $74.3M | 0.94% | 2750304.00% | -3.5% | Q3 2025 |
| KNSL | $73.4M | 0.93% | 0.93% | -9.8% | Q4 2023 |
| Q4 2025 | |||||
| PEN | $187M | 1.89% | 1.53% | -16.2% | Q4 2016 |
| NTNX | $176M | 1.79% | 1.26% | -2.1% | Q4 2018 |
| ESAB | $170M | 1.72% | 2.51% | -23.5% | Q1 2024 |
| MSA | $170M | 1.72% | 2.73% | -28.0% | Q3 2017 |
| CFLT | $166M | 1.68% | 5.02% | -50.7% | Q1 2024 |
| RGEN | $165M | 1.67% | 1.78% | -25.0% | Q3 2022 |
| WING | $162M | 1.64% | 2.46% | -11.6% | Q4 2020 |
| GTLB | $153M | 1.55% | Not reported | -13.1% | Q1 2025 |
| CFR | $148M | 1.50% | 1.83% | -30.9% | Q1 2013 |
| EW | $148M | 1.50% | 0.30% | -18.0% | Q2 2013 |
| IEX | $148M | 1.50% | 1.11% | -11.8% | Q1 2013 |
| COO | $145M | 1.47% | 0.90% | -9.2% | Q1 2014 |
| MSCI | $143M | 1.45% | 0.34% | -9.6% | Q3 2024 |
| HLNE | $143M | 1.44% | Not reported | -23.6% | Q1 2025 |
| MTD | $141M | 1.43% | 0.46% | -8.0% | Q2 2014 |
 EXK | $137M | 1.39% | 0.52% | -42.9% | Q4 2023 |
| WH | $134M | 1.36% | 2.35% | -19.9% | Q2 2025 |
| DPZ | $133M | 1.34% | 0.95% | +5.3% | Q3 2023 |
| RYAN | $132M | 1.34% | 2.33% | -16.6% | Q1 2023 |
| GWW | $132M | 1.33% | 0.27% | -6.4% | Q3 2015 |
| TW | $131M | 1.32% | 1216346.00% | +25.3% | Q4 2019 |
 WST | $131M | 1.32% | 0.66% | +3.6% | Q1 2013 |
| OKTA | $131M | 1.32% | Not reported | -11.1% | Q3 2017 |
| SNPS | $130M | 1.32% | 0.14% | +13.8% | Q3 2015 |
| ACGL | $127M | 1.29% | 0.37% | +2.2% | Q1 2025 |
| AAON | $127M | 1.29% | 2.04% | -28.3% | Q2 2025 |
| AME | $127M | 1.28% | 0.27% | -30.1% | Q1 2013 |
| WAT | $119M | 1.20% | 0.53% | -16.6% | Q4 2014 |
 MKC | $119M | 1.20% | Not reported | -5.8% | Q4 2013 |
| PCOR | $117M | 1.18% | 1.06% | -17.6% | Q4 2024 |
| XYL | $115M | 1.16% | 0.35% | -31.3% | Q1 2023 |
 SFBS | $113M | 1.14% | 2.87% | -41.8% | Q1 2023 |
 NDSN | $112M | 1.14% | 0.84% | -26.0% | Q2 2017 |
 MDB | $112M | 1.13% | 0.33% | -51.2% | Q1 2023 |
 A | $110M | 1.11% | 0.29% | -9.8% | Q1 2024 |
 VLTO | $110M | 1.11% | 0.44% | -27.5% | Q4 2024 |
| FAST | $109M | 1.10% | 0.24% | +23.9% | Q2 2015 |
 FRPT | $108M | 1.10% | 3.63% | -28.7% | Q1 2019 |
| FND | $108M | 1.09% | 1.65% | New | Q4 2025 |
| CSL | $107M | 1.09% | 0.82% | +150.8% | Q3 2025 |
| CAVA | $107M | 1.08% | 1.56% | -15.5% | Q1 2025 |
| TOST | $103M | 1.04% | 1.32% | +19.3% | Q3 2022 |
| AXON | $103M | 1.04% | 0.23% | +29.5% | Q4 2023 |
 FDS | $99.6M | 1.01% | 0.93% | +15.6% | Q2 2022 |
 WDAY | $98.9M | 1.00% | 0.21% | -17.8% | Q2 2015 |
| P | $97.8M | 0.99% | 0.44% | -65.6% | Q3 2017 |
 FTV | $97.4M | 0.99% | 0.56% | +8.6% | Q2 2018 |
 LECO | $94.4M | 0.96% | 0.72% | -27.5% | Q4 2024 |
| CHWY | $94.2M | 0.95% | 2850818.00% | +29.5% | Q3 2025 |
| KNSL | $93.2M | 0.94% | 1.03% | -17.8% | Q4 2023 |
| Q3 2025 | |||||
| P | $355M | 2.68% | 1.29% | -20.8% | Q3 2017 |
| ELF | $273M | 2.06% | 3.47% | -9.5% | Q1 2017 |
| NTNX | $259M | 1.95% | 1.30% | -4.2% | Q4 2018 |
| MSA | $253M | 1.91% | 3.76% | -11.7% | Q3 2017 |
| ESAB | $222M | 1.68% | 3.28% | -2.6% | Q1 2024 |
| CFLT | $221M | 1.66% | 10.18% | -3.9% | Q1 2024 |
| SFBS | $217M | 1.64% | 4.94% | +5.1% | Q1 2023 |
| AAON | $217M | 1.63% | 2.84% | +96.4% | Q2 2025 |
| CFR | $214M | 1.62% | 2.63% | -2.6% | Q1 2013 |
| GTLB | $212M | 1.60% | Not reported | +4.2% | Q1 2025 |
| WING | $193M | 1.46% | 2.76% | +3.5% | Q4 2020 |
| HLNE | $187M | 1.41% | Not reported | +33.8% | Q1 2025 |
| PEN | $182M | 1.37% | 1.84% | -3.5% | Q4 2016 |
| XYL | $181M | 1.37% | 0.50% | -23.6% | Q1 2023 |
| RGEN | $179M | 1.35% | 2.38% | -4.4% | Q3 2022 |
| WH | $177M | 1.33% | 2.90% | +352.8% | Q2 2025 |
 NVT | $176M | 1.33% | 1.11% | -20.9% | Q4 2024 |
| RYAN | $173M | 1.30% | 2.79% | +76.9% | Q1 2023 |
| MDB | $169M | 1.28% | 0.67% | -20.9% | Q1 2023 |
| AME | $166M | 1.25% | 0.38% | -22.9% | Q1 2013 |
| EW | $164M | 1.24% | 0.36% | -4.9% | Q2 2013 |
| VLTO | $162M | 1.22% | 0.61% | -4.4% | Q4 2024 |
| MSCI | $156M | 1.18% | 0.37% | 0.0% | Q3 2024 |
| OKTA | $156M | 1.18% | Not reported | +4.7% | Q3 2017 |
| IEX | $153M | 1.16% | 1.25% | -6.4% | Q1 2013 |
| NDSN | $143M | 1.08% | 1.12% | -22.7% | Q2 2017 |
| PCOR | $142M | 1.07% | 1.30% | -13.7% | Q4 2024 |
| FRPT | $137M | 1.03% | 5.10% | -3.1% | Q1 2019 |
| MTD | $135M | 1.02% | 0.54% | +1.8% | Q2 2014 |
| WDAY | $135M | 1.02% | 0.25% | -26.0% | Q2 2015 |
 EG | $135M | 1.01% | 0.52% | +3.3% | Q4 2017 |
| COO | $134M | 1.01% | 0.98% | -5.9% | Q1 2014 |
| GWW | $133M | 1.00% | 0.29% | +14.5% | Q3 2015 |
| DDOG | $131M | 0.99% | 1.18% | -24.3% | Q3 2024 |
| DPZ | $131M | 0.98% | 0.89% | +93.2% | Q3 2023 |
| EXK | $130M | 0.98% | 0.90% | -6.3% | Q4 2023 |
| CAVA | $130M | 0.98% | 1.85% | +58.8% | Q1 2025 |
| LECO | $128M | 0.97% | 0.99% | -6.6% | Q4 2024 |
 ROK | $124M | 0.94% | 0.32% | -29.1% | Q2 2013 |
| MKC | $124M | 0.93% | Not reported | -4.2% | Q4 2013 |
| KNSL | $123M | 0.93% | 1.25% | -6.7% | Q4 2023 |
| WST | $120M | 0.91% | 0.64% | +2.5% | Q1 2013 |
| SNPS | $120M | 0.90% | 0.13% | -24.7% | Q3 2015 |
 ZS | $118M | 0.89% | 0.25% | -15.5% | Q1 2020 |
| ACGL | $118M | 0.89% | 0.35% | +24.2% | Q1 2025 |
| VEEV | $116M | 0.87% | 0.24% | -21.4% | Q4 2017 |
| A | $115M | 0.87% | 0.32% | +33.3% | Q1 2024 |
| WAT | $112M | 0.85% | 0.63% | -20.1% | Q4 2014 |
 BWIN | $110M | 0.83% | 11.52% | +20.3% | Q1 2021 |
| TW | $108M | 0.81% | 970500.00% | +22.9% | Q4 2019 |