account_balance
Investment manager · 13F filer · SEC CIK 1562855
Clarkston Capital Partners, LLC
Reported value$1.1Bas of Sep 30, 2026
Positions96 5 new, 5 sold out
Top 10 weight49.0%POST alone is 8%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
POSTPost Hldgs Inc
8.2%Added +3%
CCCCCC Intelligent Solutions Hl
6.6%Trimmed −13%
CLVTClarivate PLC
6.4%Trimmed −7%
AVTRAvantor Inc
5.3%Trimmed −42%
AMGAffiliated Managers Group
4.9%Trimmed −35%
WAYWaystar HLDG Corp
4.2%Added +17%
ROPRoper Technologies Inc
3.9%Added +10%
RYANRyan Specialty Holdings Inc
3.3%Added +40%
GFLGFL Environmental Inc
3.1%Trimmed −7%
LKQLKQ Corp
3.1%Trimmed −9%
TYLTyler Technologies Inc
2.9%Added +164%
NVSTEnvista Holdings Corporation
2.9%Trimmed −8%
POSTPost Hldgs Inc
8.2%Added +3%
CCCCCC Intelligent Solutions Hl
6.6%Trimmed −13%
CLVTClarivate PLC
6.4%Trimmed −7%
AVTRAvantor Inc
5.3%Trimmed −42%
AMGAffiliated Managers Group
4.9%Trimmed −35%
WAY4.2%ROP3.9%RYAN3.3%GFL3.1%LKQ3.1%TYL2.9%NVST2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
POST Post Hldgs Inc 8.2% Added +3%CCC CCC Intelligent Solutions Hl 6.6% Trimmed −13%CLVT Clarivate PLC 6.4% Trimmed −7%AVTR Avantor Inc 5.3% Trimmed −42%AMG Affiliated Managers Group 4.9% Trimmed −35%WAY Waystar HLDG Corp 4.2% Added +17%ROP Roper Technologies Inc 3.9% Added +10%RYAN Ryan Specialty Holdings Inc 3.3% Added +40%GFL GFL Environmental Inc 3.1% Trimmed −7%LKQ LKQ Corp 3.1% Trimmed −9%TYL Tyler Technologies Inc 2.9% Added +164%NVST Envista Holdings Corporation 2.9% Trimmed −8%
What changed