Clarkston Capital Partners, LLC
Net seller this quarter
$1.18B
85
-$167M
51.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 POST | $106M | 8.99% | 2.66% | +1.1% | Q4 2013 |
 CLVT | $98.8M | 8.34% | 7.15% | +6.7% | Q1 2022 |
 AMG | $77.4M | 6.54% | 0.87% | -27.1% | Q4 2018 |
 AVTR | $67.2M | 5.68% | 0.99% | -21.3% | Q1 2023 |
 CCC | $64.6M | 5.45% | 2.13% | +30.7% | Q1 2025 |
 LKQ | $42.6M | 3.60% | 0.64% | +5.2% | Q1 2017 |
 MIDD | $41.9M | 3.54% | 0.54% | -15.8% | Q4 2024 |
 NVST | $38.8M | 3.28% | 0.91% | +24.7% | Q1 2024 |
 ROP | $38.1M | 3.22% | 0.11% | +19.2% | Q1 2017 |
 WLY | $36.8M | 3.11% | 1.25% | -19.5% | Q2 2013 |
 HSIC | $35.2M | 2.97% | 0.38% | -13.0% | Q1 2024 |
 LW | $34.2M | 2.89% | 0.57% | -20.1% | Q1 2022 |
 GFL | $32.3M | 2.73% | Not reported | -5.5% | Q4 2022 |
 WAY | $32M | 2.71% | 0.81% | +64.1% | Q1 2026 |
 PRMB | $27.3M | 2.30% | 0.31% | -15.3% | Q3 2025 |
 RYAN | $26.8M | 2.27% | 0.65% | +135.4% | Q1 2026 |
 IT | $25.6M | 2.16% | 0.30% | -14.0% | Q2 2025 |
 BRO | $25.4M | 2.14% | 0.12% | -4.6% | Q2 2014 |
 LPLA | $21.5M | 1.82% | 0.10% | -20.7% | Q3 2015 |
 IQV | $20.3M | 1.71% | 0.06% | -19.5% | Q4 2023 |
 USFD | $19.2M | 1.62% | 0.09% | -35.2% | Q1 2020 |
 ENR | $18.2M | 1.54% | 1.24% | -39.3% | Q3 2022 |
 ABNB | $17.4M | 1.47% | Not reported | -18.4% | Q1 2025 |
 LSTR | $17.1M | 1.44% | 0.24% | -23.0% | Q2 2013 |
 NEOG | $16.6M | 1.40% | 0.85% | -16.1% | Q4 2024 |
 BDX | $16.2M | 1.37% | 0.04% | -18.5% | Q2 2013 |
 FIS | $15.3M | 1.29% | 0.08% | -1.3% | Q1 2024 |
 FTV | $15M | 1.27% | 0.08% | -29.2% | Q3 2024 |
 RAL | $14.4M | 1.22% | 0.18% | -49.0% | Q2 2025 |
 TYL | $11.2M | 0.95% | 0.08% | New | Q2 2026 |
 CHRW | $11.1M | 0.94% | 0.05% | -49.0% | Q2 2013 |
 SCHW | $9.84M | 0.83% | 0.01% | -12.9% | Q2 2013 |
 IFF | $8.86M | 0.75% | 0.04% | -29.5% | Q3 2023 |
 VEEV | $7.79M | 0.66% | 0.03% | New | Q2 2026 |
 NIQ | $6.81M | 0.57% | 0.25% | New | Q2 2026 |
 COF | $4.93M | 0.42% | 0.00% | -36.0% | Q2 2013 |
 AXP | $4.29M | 0.36% | 0.00% | -13.5% | Q2 2013 |
 BUD | $3.63M | 0.31% | 0.00% | -45.3% | Q2 2013 |
 GOOGL | $3.41M | 0.29% | 0.00% | -30.0% | Q4 2015 |
 SYY | $3.38M | 0.29% | 0.01% | -10.1% | Q2 2013 |
 MSFT | $3.22M | 0.27% | 0.00% | -10.2% | Q2 2013 |
 DHR | $2.97M | 0.25% | 0.00% | -13.8% | Q2 2019 |
 WTW | $2.65M | 0.22% | 0.01% | -68.4% | Q1 2016 |
 PEP | $2.39M | 0.20% | 0.00% | -12.6% | Q2 2013 |
 PAYX | $2.23M | 0.19% | 0.01% | +15.8% | Q2 2013 |
 AAPL | $2.18M | 0.18% | 0.00% | -31.6% | Q2 2013 |
 MA | $2.15M | 0.18% | 0.00% | -3.9% | Q2 2013 |
 FDX | $2.07M | 0.18% | 0.00% | -75.5% | Q2 2013 |
 JNJ | $1.91M | 0.16% | 0.00% | -23.6% | Q2 2013 |
 KDP | $1.85M | 0.16% | 0.00% | -10.8% | Q1 2024 |
| Q1 2026 | |||||
| POST | $118M | 9.00% | 2.49% | -58.4% | Q4 2013 |
| CLVT | $108M | 8.27% | 6.70% | -34.1% | Q1 2022 |
| AMG | $86.8M | 6.62% | 1.18% | -65.3% | Q4 2018 |
| AVTR | $67.7M | 5.16% | 1.26% | -42.9% | Q1 2023 |
| CCC | $57.5M | 4.38% | 1.58% | -30.6% | Q1 2025 |
| LKQ | $45.2M | 3.45% | 0.60% | -59.1% | Q1 2017 |
| LW | $41.9M | 3.19% | 0.72% | -58.9% | Q1 2022 |
| GFL | $38.8M | 2.96% | Not reported | -66.9% | Q4 2022 |
| MIDD | $38.4M | 2.93% | 0.61% | -63.3% | Q4 2024 |
| IT | $36.4M | 2.77% | 0.33% | +105.2% | Q2 2025 |
| WLY | $35.9M | 2.74% | 1.55% | -64.0% | Q2 2013 |
| HSIC | $35.7M | 2.72% | 0.42% | -67.2% | Q1 2024 |
| ROP | $33.4M | 2.55% | 0.09% | +1751.5% | Q1 2017 |
| NVST | $30M | 2.29% | 0.72% | -71.9% | Q1 2024 |
| LPLA | $29M | 2.21% | 0.12% | -68.0% | Q3 2015 |
 TAP | $28.6M | 2.19% | Not reported | -80.2% | Q4 2018 |
| BRO | $27.1M | 2.06% | 0.12% | -25.1% | Q2 2014 |
| USFD | $26.7M | 2.04% | 0.13% | -83.6% | Q1 2020 |
| PRMB | $24.8M | 1.89% | 0.36% | -62.1% | Q3 2025 |
| ENR | $23M | 1.75% | 2.04% | -66.9% | Q3 2022 |
| WAY | $22.9M | 1.75% | 0.50% | New | Q1 2026 |
| IQV | $22.2M | 1.70% | 0.08% | -48.4% | Q4 2023 |
| BDX | $20.6M | 1.57% | 0.05% | -64.2% | Q2 2013 |
| NEOG | $20.5M | 1.56% | 1.01% | -80.5% | Q4 2024 |
| FTV | $19.2M | 1.47% | 0.11% | -55.4% | Q3 2024 |
| CHRW | $19.2M | 1.46% | 0.10% | -86.9% | Q2 2013 |
| ABNB | $18.8M | 1.44% | Not reported | -24.3% | Q1 2025 |
| FIS | $18.7M | 1.42% | 0.08% | -1.2% | Q1 2024 |
| LSTR | $17.2M | 1.31% | 0.31% | -42.3% | Q2 2013 |
| RAL | $16M | 1.22% | 0.34% | -31.2% | Q2 2025 |
| IFF | $11.5M | 0.88% | 0.06% | -60.9% | Q3 2023 |
| SCHW | $11.5M | 0.88% | 0.01% | -81.9% | Q2 2013 |
 ALGN | $10.3M | 0.78% | 0.08% | -57.5% | Q4 2020 |
| RYAN | $10.2M | 0.78% | 0.27% | New | Q1 2026 |
| FDX | $9.62M | 0.73% | 0.01% | -90.3% | Q2 2013 |
| WTW | $9.35M | 0.71% | 0.03% | -89.4% | Q1 2016 |
 CPRT | $7.74M | 0.59% | 0.02% | -37.0% | Q2 2013 |
 BRBR | $7.19M | 0.55% | 0.38% | -61.3% | Q3 2025 |
| COF | $7M | 0.53% | 0.01% | -82.5% | Q2 2013 |
 IEX | $6.87M | 0.52% | 0.05% | -63.7% | Q2 2025 |
| BUD | $5.58M | 0.43% | 0.00% | -92.2% | Q2 2013 |
| AXP | $4.44M | 0.34% | 0.00% | -88.8% | Q2 2013 |
| GOOGL | $3.92M | 0.30% | 0.00% | -91.8% | Q4 2015 |
| MSFT | $3.56M | 0.27% | 0.00% | -90.2% | Q2 2013 |
| DHR | $3.43M | 0.26% | 0.00% | -77.7% | Q2 2019 |
| SYY | $3.21M | 0.24% | 0.01% | -94.5% | Q2 2013 |
 DIS | $3.15M | 0.24% | 0.00% | -86.6% | Q2 2013 |
| PEP | $3.13M | 0.24% | 0.00% | -90.1% | Q2 2013 |
| AAPL | $2.8M | 0.21% | 0.00% | -93.4% | Q2 2013 |
| JNJ | $2.4M | 0.18% | 0.00% | -92.4% | Q2 2013 |
| Q4 2025 | |||||
| POST | $284M | 6.58% | 5.50% | -1.2% | Q4 2013 |
| AMG | $261M | 6.03% | 3.21% | -26.6% | Q4 2018 |
| CLVT | $217M | 5.02% | 10.14% | -2.6% | Q1 2022 |
| AVTR | $173M | 4.01% | 2.21% | +0.6% | Q1 2023 |
| TAP | $156M | 3.62% | Not reported | -0.4% | Q4 2018 |
| CHRW | $142M | 3.29% | 0.75% | -18.4% | Q2 2013 |
| USFD | $133M | 3.07% | 0.80% | -7.0% | Q1 2020 |
| GFL | $120M | 2.79% | Not reported | -1.9% | Q4 2022 |
| MIDD | $117M | 2.71% | 1.57% | +21.5% | Q4 2024 |
| LKQ | $114M | 2.63% | 1.47% | +5.1% | Q1 2017 |
| HSIC | $112M | 2.59% | 1.28% | -1.5% | Q1 2024 |
| CCC | $110M | 2.54% | 2.28% | +70.3% | Q1 2025 |
| LPLA | $108M | 2.49% | 0.38% | -39.5% | Q3 2015 |
| LW | $101M | 2.34% | 1.73% | -4.3% | Q1 2022 |
| WTW | $99.7M | 2.31% | 0.32% | -32.6% | Q1 2016 |
| NVST | $91.4M | 2.12% | 2.57% | -2.4% | Q1 2024 |
| ENR | $84.1M | 1.95% | 6.18% | +9.7% | Q3 2022 |
| FDX | $80.5M | 1.86% | 0.12% | -18.1% | Q2 2013 |
| WLY | $80.2M | 1.86% | 4.30% | +18.6% | Q2 2013 |
| NEOG | $79.2M | 1.83% | 5.21% | -3.1% | Q4 2024 |
| BDX | $71.1M | 1.65% | 0.13% | -2.8% | Q2 2013 |
| SCHW | $67.6M | 1.56% | 0.04% | -17.7% | Q2 2013 |
| BUD | $65.6M | 1.52% | 0.06% | -1.0% | Q2 2013 |
| SYY | $60.5M | 1.40% | 0.17% | -52.5% | Q2 2013 |
| IQV | $56.9M | 1.32% | 0.15% | -3.6% | Q4 2023 |
| PRMB | $56.8M | 1.32% | 0.96% | +52.8% | Q3 2025 |
| COF | $53.2M | 1.23% | 0.04% | -4.1% | Q2 2013 |
| GOOGL | $52M | 1.20% | 0.00% | 0.0% | Q4 2015 |
| AXP | $48.4M | 1.12% | 0.02% | -2.8% | Q2 2013 |
| MSFT | $47.2M | 1.09% | 0.00% | -0.9% | Q2 2013 |
| AAPL | $45.1M | 1.04% | 0.00% | +6.3% | Q2 2013 |
| BRO | $44.2M | 1.02% | 0.16% | -22.0% | Q2 2014 |
| FTV | $43M | 1.00% | 0.25% | -0.2% | Q3 2024 |
 USB | $35.5M | 0.82% | 0.04% | -2.4% | Q2 2013 |
| BRBR | $30.8M | 0.71% | 0.96% | +22.0% | Q3 2025 |
| PEP | $29.3M | 0.68% | 0.01% | -0.6% | Q2 2013 |
 MAA | $29.2M | 0.68% | 0.18% | +0.2% | Q1 2014 |
| RAL | $28.5M | 0.66% | 0.50% | -1.3% | Q2 2025 |
| IT | $28.2M | 0.65% | 0.16% | -24.0% | Q2 2025 |
| DIS | $27.7M | 0.64% | 0.01% | -0.7% | Q2 2013 |
| IFF | $27.3M | 0.63% | 0.16% | +149.9% | Q3 2023 |
| FIS | $26.8M | 0.62% | 0.08% | +539.2% | Q1 2024 |
| ABNB | $26.7M | 0.62% | Not reported | +79.3% | Q1 2025 |
| LSTR | $26.7M | 0.62% | 0.54% | -1.2% | Q2 2013 |
| JNJ | $26.7M | 0.62% | 0.01% | +3.5% | Q2 2013 |
| MA | $23.5M | 0.54% | 0.00% | +0.4% | Q2 2013 |
| PAYX | $22.2M | 0.51% | 0.06% | -1.4% | Q2 2013 |
| ALGN | $22M | 0.51% | 0.20% | -0.2% | Q4 2020 |
 UPS | $21M | 0.49% | 0.03% | -0.2% | Q2 2013 |
 XOM | $20.6M | 0.48% | 0.00% | +211.4% | Q2 2013 |
| Q3 2025 | |||||
| POST | $312M | 6.72% | 5.35% | -4.6% | Q4 2013 |
| AMG | $294M | 6.33% | 4.34% | -14.1% | Q4 2018 |
| CLVT | $255M | 5.50% | 10.09% | -4.7% | Q1 2022 |
| AVTR | $187M | 4.04% | 2.20% | +7.4% | Q1 2023 |
| LPLA | $166M | 3.57% | 0.62% | -16.7% | Q3 2015 |
| WTW | $155M | 3.35% | 0.46% | -4.7% | Q1 2016 |
| TAP | $152M | 3.28% | Not reported | -6.6% | Q4 2018 |
| LW | $146M | 3.15% | 1.81% | -26.2% | Q1 2022 |
| USFD | $145M | 3.13% | 0.84% | -30.0% | Q1 2020 |
| CHRW | $143M | 3.09% | 0.92% | -23.5% | Q2 2013 |
| SYY | $142M | 3.07% | 0.36% | -8.4% | Q2 2013 |
| GFL | $136M | 2.92% | Not reported | -6.7% | Q4 2022 |
| LKQ | $109M | 2.35% | 1.40% | +37.0% | Q1 2017 |
| HSIC | $99.5M | 2.14% | 1.26% | -5.6% | Q1 2024 |
| ENR | $96M | 2.07% | 5.65% | -19.5% | Q3 2022 |
| WLY | $89.4M | 1.92% | 3.63% | +16.7% | Q2 2013 |
| NVST | $87.9M | 1.89% | 2.62% | -8.2% | Q1 2024 |
| MIDD | $86.3M | 1.86% | 1.28% | -6.3% | Q4 2024 |
| HI | $84.9M | 1.83% | 4.47% | -6.2% | Q2 2013 |
| FDX | $80.2M | 1.73% | 0.14% | 0.0% | Q2 2013 |
| SCHW | $78.5M | 1.69% | 0.05% | -9.1% | Q2 2013 |
| CCC | $73.8M | 1.59% | 1.25% | -3.8% | Q1 2025 |
| BDX | $70.5M | 1.52% | 0.13% | +27.0% | Q2 2013 |
| NEOG | $66.8M | 1.44% | 5.38% | -16.5% | Q4 2024 |
| BRO | $66.6M | 1.43% | 0.21% | -4.8% | Q2 2014 |
 MEDP | $63.3M | 1.36% | 0.44% | -4.8% | Q2 2025 |
| BUD | $61.7M | 1.33% | 0.06% | +0.1% | Q2 2013 |
 WBD | $55.2M | 1.19% | 0.11% | -40.1% | Q4 2022 |
| MSFT | $51.1M | 1.10% | 0.00% | -1.8% | Q2 2013 |
| PRMB | $50.3M | 1.08% | 0.61% | New | Q3 2025 |
| IQV | $49.8M | 1.07% | 0.15% | Not reported | Q4 2023 |
| COF | $48.7M | 1.05% | 0.04% | -1.4% | Q2 2013 |
| AXP | $44.7M | 0.96% | 0.02% | -8.0% | Q2 2013 |
| GOOGL | $40.4M | 0.87% | 0.00% | +0.1% | Q4 2015 |
| AAPL | $39.7M | 0.86% | 0.00% | +0.2% | Q2 2013 |
| IT | $38.7M | 0.83% | 0.19% | +569.7% | Q2 2025 |
| FTV | $38.2M | 0.82% | 0.25% | +37.8% | Q3 2024 |
| BRBR | $34.4M | 0.74% | 0.75% | New | Q3 2025 |
| USB | $32.9M | 0.71% | 0.04% | -1.0% | Q2 2013 |
| MAA | $29.3M | 0.63% | 0.18% | Not reported | Q1 2014 |
 CMCSA | $29.3M | 0.63% | 0.02% | -4.3% | Q3 2020 |
| PEP | $28.8M | 0.62% | 0.02% | +1.6% | Q2 2013 |
| DIS | $28M | 0.60% | 0.01% | -0.1% | Q2 2013 |
| PAYX | $25.4M | 0.55% | 0.06% | -1.7% | Q2 2013 |
| RAL | $24.8M | 0.53% | 0.50% | +200.1% | Q2 2025 |
| MA | $23.3M | 0.50% | 0.00% | -0.5% | Q2 2013 |
| JNJ | $23.1M | 0.50% | 0.01% | +2.3% | Q2 2013 |
| LSTR | $23.1M | 0.50% | 0.54% | -3.9% | Q2 2013 |
 KVUE | $21.6M | 0.47% | 0.07% | -0.4% | Q4 2023 |
 MDT | $20.6M | 0.44% | 0.02% | -0.3% | Q2 2013 |