Clarkston Capital Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 146Value: $5.1BLatest: 2025Q1

Clarkston Capital Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 146 holdings worth $5.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GFL.TO",
  "CCCS",
  "ACN",
  "ABNB",
  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  "ABCL",
  "AMG",
  "ENR",
  "BUD",
  "BRO",
  "BSX",
  "COF",
  "DUK",
  "MMI",
  "SFBS",
  "LESL",
  "GD",
  "HD",
  "MCD",
  "INTU",
  "QCOM",
  "ISRG",
  "ITW",
  "META",
  "IJH",
  null,
  "IQV",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MAA",
  "NEOG",
  "FRME",
  "FICO",
  "FIS",
  "FTV",
  "ORLY",
  "ICLR",
  "BX",
  "DG",
  "ORCL",
  "PAYX",
  "EEM",
  "IWF",
  "PEP",
  "IVV",
  "PHM",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "PRU",
  "PFE",
  "PG",
  "MRK",
  "LPLA",
  "AMGN",
  "KVUE",
  "IEFA",
  "RY",
  "RTX",
  "SPDW",
  null,
  "IBM",
  "SYK",
  "TXN",
  "TGT",
  "TMO",
  "UPS",
  "SCHW",
  "LKQ",
  "ONB",
  "ALGN",
  "USFD",
  "TAP",
  "F",
  "DEO",
  "WM",
  "HSIC",
  "MIDD",
  "NVST",
  "ES",
  "AMZN",
  "VGT",
  "USB",
  "VOO",
  "V",
  "VICI",
  "WBD",
  "WMT",
  "WLY",
  "WTW",
  "ADC",
  "HI",
  "POST",
  "SCHD",
  "ET",
  "LW",
  "CACC",
  "LBRDK",
  "KDP",
  "SO",
  "OTIS",
  "SYY",
  "MCK",
  "NUE",
  "FDX",
  "ADP",
  "AVTR",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BMY",
  "CHRW",
  "CABO",
  "CM",
  "CVX",
  "CSCO",
  "CLVT",
  "KO",
  "CMA",
  "CMCSA",
  "COST",
  "DHR",
  "DVA",
  "DE",
  "EFA",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "AWK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 146
Total Value: 5064971126
Accession Number: 0001398344-25-009360
Form Type: 13F-HR
CIK: clarkston-capital-partners
Manager Name: Clarkston-Capital-Partners

Data Enrichment

99% identified

144 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

146 positions • $5.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 8

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Post Holdings, Inc.

POST|737446104

Shares:3.4M

Value:$391.5M

% of Portfolio:7.7% ($391.5M/$5.1B)

CLARIVATE PLC

CLVT|G21810109

Shares:74.5M

Value:$292.9M

% of Portfolio:5.8% ($292.9M/$5.1B)

MOLSON COORS BEVERAGE CO

TAP|60871R209

Shares:4.6M

Value:$277.2M

% of Portfolio:5.5% ($277.2M/$5.1B)

AFFILIATED MANAGERS GROUP, INC.

AMG|008252108

Shares:1.6M

Value:$266.4M

% of Portfolio:5.3% ($266.4M/$5.1B)

US Foods Holding Corp.

USFD|912008109

Shares:3.4M

Value:$222.6M

% of Portfolio:4.4% ($222.6M/$5.1B)

LPL Financial Holdings Inc.

LPLA|50212V100

Shares:674.2K

Value:$220.6M

% of Portfolio:4.4% ($220.6M/$5.1B)

GFL Environmental Inc.

GFL.TO|36168Q104

Shares:4.5M

Value:$217.8M

% of Portfolio:4.3% ($217.8M/$5.1B)

Lamb Weston Holdings, Inc.

LW|513272104

Shares:3.7M

Value:$198.4M

% of Portfolio:3.9% ($198.4M/$5.1B)

WILLIS TOWERS WATSON PLC

WTW|G96629103

Shares:510.6K

Value:$172.5M

% of Portfolio:3.4% ($172.5M/$5.1B)

C. H. ROBINSON WORLDWIDE, INC.

CHRW|12541W209

Shares:1.7M

Value:$170.2M

% of Portfolio:3.4% ($170.2M/$5.1B)

SYSCO CORP

SYY|871829107

Shares:2.1M

Value:$160.7M

% of Portfolio:3.2% ($160.7M/$5.1B)

Avantor, Inc.

AVTR|05352A100

Shares:9.6M

Value:$155.5M

% of Portfolio:3.1% ($155.5M/$5.1B)

JOHN WILEY & SONS, INC.

WLY|968223206

Shares:3.1M

Value:$136.1M

% of Portfolio:2.7% ($136.1M/$5.1B)

ENERGIZER HOLDINGS, INC.

ENR|29272W109

Shares:4.2M

Value:$125.8M

% of Portfolio:2.5% ($125.8M/$5.1B)

HENRY SCHEIN INC

HSIC|806407102

Shares:1.8M

Value:$120.0M

% of Portfolio:2.4% ($120.0M/$5.1B)

BROWN & BROWN, INC.

BRO|115236101

Shares:950.7K

Value:$118.3M

% of Portfolio:2.3% ($118.3M/$5.1B)

LKQ CORP

LKQ|501889208

Shares:2.5M

Value:$107.0M

% of Portfolio:2.1% ($107.0M/$5.1B)

MIDDLEBY Corp

MIDD|596278101

Shares:688.6K

Value:$104.6M

% of Portfolio:2.1% ($104.6M/$5.1B)

Cable One, Inc.

CABO|12685J105

Shares:357.2K

Value:$94.9M

% of Portfolio:1.9% ($94.9M/$5.1B)

Anheuser-Busch InBev SA/NV

BUD|03524A108

Shares:1.5M

Value:$92.2M

% of Portfolio:1.8% ($92.2M/$5.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Post Holdings, Inc.(POSTcusip737446104)	3.4M	QoQ +3.23% (+105.3K) YoY -5.47% (-194.8K)	All Managers (Combined)	$391.5M	7.7% ($391.5M/$5.1B)	QoQ +4.94% (+$18.4M) YoY +3.49% (-$13.2M)
CLARIVATE PLC(CLVTcusipG21810109)	74.5M	QoQ +5.36% (-3.8M) YoY +30.61% (-17.5M)	All Managers (Combined)	$292.9M	5.8% ($292.9M/$5.1B)	QoQ -18.48% (-$66.4M) YoY -30.91% (-$131.0M)
MOLSON COORS BEVERAGE CO(TAPcusip60871R209)	4.6M	QoQ +0.74% (+33.5K) YoY -3.11% (-146.2K)	All Managers (Combined)	$277.2M	5.5% ($277.2M/$5.1B)	QoQ +6.98% (+$18.1M) YoY -12.30% (-$38.9M)
AFFILIATED MANAGERS GROUP, INC.(AMGcusip008252108)	1.6M	QoQ +0.83% (-13.1K) YoY -15.56% (-292.1K)	All Managers (Combined)	$266.4M	5.3% ($266.4M/$5.1B)	QoQ -8.37% (-$24.3M) YoY -15.27% (-$48.0M)
US Foods Holding Corp.(USFDcusip912008109)	3.4M	QoQ -7.26% (-266.3K) YoY -48.16% (-3.2M)	All Managers (Combined)	$222.6M	4.4% ($222.6M/$5.1B)	QoQ -10.01% (-$24.8M) YoY -37.12% (-$131.4M)
LPL Financial Holdings Inc.(LPLAcusip50212V100)	674.2K	QoQ -22.70% (-198.1K) YoY -49.43% (-659.1K)	All Managers (Combined)	$220.6M	4.4% ($220.6M/$5.1B)	QoQ -22.55% (-$64.2M) YoY -37.38% (-$131.7M)
GFL Environmental Inc.(GFL.TOcusip36168Q104)	4.5M	QoQ -15.23% (-810.3K) YoY -26.78% (-1.6M)	All Managers (Combined)	$217.8M	4.3% ($217.8M/$5.1B)	QoQ -8.06% (-$19.1M) YoY +2.51% (-$5.3M)
Lamb Weston Holdings, Inc.(LWcusip513272104)	3.7M	QoQ +21.11% (-648.9K) YoY +1188.47% (+3.4M)	All Managers (Combined)	$198.4M	3.9% ($198.4M/$5.1B)	QoQ -3.40% (-$7.0M) YoY +544.66% (+$167.6M)
WILLIS TOWERS WATSON PLC(WTWcusipG96629103)	510.6K	QoQ +0.01% (+65) YoY -26.45% (-183.7K)	All Managers (Combined)	$172.5M	3.4% ($172.5M/$5.1B)	QoQ +7.90% (+$12.6M) YoY -9.62% (-$18.4M)
C. H. ROBINSON WORLDWIDE, INC.(CHRWcusip12541W209)	1.7M	QoQ -17.42% (-350.7K) YoY -22.93% (-494.7K)	All Managers (Combined)	$170.2M	3.4% ($170.2M/$5.1B)	QoQ -18.15% (-$37.8M) YoY +3.64% (-$6.0M)
SYSCO CORP(SYYcusip871829107)	2.1M	QoQ +0.46% (-10.0K) YoY -8.67% (-203.4K)	All Managers (Combined)	$160.7M	3.2% ($160.7M/$5.1B)	QoQ -1.39% (-$2.3M) YoY -15.58% (-$29.7M)
Avantor, Inc.(AVTRcusip05352A100)	9.6M	QoQ +17.75% (-1.4M) YoY +63.91% (+3.7M)	All Managers (Combined)	$155.5M	3.1% ($155.5M/$5.1B)	QoQ -9.40% (-$16.1M) YoY +3.91% (+$5.9M)
JOHN WILEY & SONS, INC.(WLYcusip968223206)	3.1M	QoQ +0.15% (+4.6K) YoY -25.63% (-1.1M)	All Managers (Combined)	$136.1M	2.7% ($136.1M/$5.1B)	QoQ +2.09% (+$2.8M) YoY -13.10% (-$20.5M)
ENERGIZER HOLDINGS, INC.(ENRcusip29272W109)	4.2M	QoQ +3.15% (-128.7K) YoY +0.30% (+12.7K)	All Managers (Combined)	$125.8M	2.5% ($125.8M/$5.1B)	QoQ -11.53% (-$16.4M) YoY +1.93% (+$2.4M)
HENRY SCHEIN INC(HSICcusip806407102)	1.8M	QoQ +0.42% (-7.3K) YoY +32.05% (+425.2K)	All Managers (Combined)	$120.0M	2.4% ($120.0M/$5.1B)	QoQ -0.60% (-$735.3K) YoY +19.76% (+$19.8M)
BROWN & BROWN, INC.(BROcusip115236101)	950.7K	QoQ +0.28% (+2.7K) YoY -63.66% (-1.7M)	All Managers (Combined)	$118.3M	2.3% ($118.3M/$5.1B)	QoQ +22.28% (+$21.6M) YoY -48.37% (-$110.8M)
LKQ CORP(LKQcusip501889208)	2.5M	QoQ +0.78% (+19.6K) YoY NEW(+2.5M)	All Managers (Combined)	$107.0M	2.1% ($107.0M/$5.1B)	QoQ +16.66% (+$15.3M) YoY NEW(+$107.0M)
MIDDLEBY Corp(MIDDcusip596278101)	688.6K	QoQ +1.52% (+10.3K) YoY NEW(+688.6K)	All Managers (Combined)	$104.6M	2.1% ($104.6M/$5.1B)	QoQ +13.90% (+$12.8M) YoY NEW(+$104.6M)
Cable One, Inc.(CABOcusip12685J105)	357.2K	QoQ +34.15% (-90.9K) YoY +58.41% (-131.7K)	All Managers (Combined)	$94.9M	1.9% ($94.9M/$5.1B)	QoQ -1.54% (-$1.5M) YoY -0.49% (-$474.3K)
Anheuser-Busch InBev SA/NV(BUDcusip03524A108)	1.5M	QoQ +0.29% (+4.5K) YoY +32.27% (+365.6K)	All Managers (Combined)	$92.2M	1.8% ($92.2M/$5.1B)	QoQ +23.31% (+$17.4M) YoY +33.97% (+$23.4M)