Champlain Investment Partners, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Champlain Investment Partners, LLC reported 124 stock positions worth $16.5 billion. Its top holding was Cullen/Frost Bankers (CFR) at 2.3% of the portfolio, followed by Fortive (FTV, 2.3%) and Everest (EG, 2.2%). Compared with Q2 2024, it opened 11 new positions, sold out of 9, added to 33 and reduced 79. The biggest buy was Repligen (RGEN, shares +149%) and the biggest sale Everpure Class A (P, shares −4%).

Most Recent 13F
Q2 2026
Location
BURLINGTON, VT
CIK
0001315478
Portfolio Value
$16.5B (Q3 2024)
SEC Filing
0001315478-24-000048 ↗ filed Nov 12, 2024

Holdings Value

0$5.0B$10.0B$15.0B$20.0B Q1 2024: $17.5B Q1 2024 Q2 2024: $16.3B Q2 2024 Q3 2024: $16.5B $16.5B Q3 2024 Q4 2024: $15.8B Q4 2024 Q1 2025: $13.8B Q1 2025 Q2 2025: $14.3B Q2 2025 Q3 2025: $13.3B Q3 2025 Q4 2025: $9.9B Q4 2025 Q1 2026: $7.9B Q1 2026 Q2 2026: $3.9B Q2 2026

Holdings 124 stocks · $16.5B
CFR Cullen/Frost Bankers Inc. 2.31% 3,414,061 $381.9M Add +7.7%
FTV Fortive Corp. 2.28% 4,776,726 $377.0M Reduce -2.2%
EG Everest Group Ltd. 2.19% 923,930 $362.0M Reduce -2.2%
NTNX Nutanix Inc. Class A 2.14% 5,989,319 $354.9M Add +3.7%
AME Ametek Inc. 2.13% 2,048,760 $351.8M Reduce -2.5%
PEN Penumbra Inc. 1.82% 1,547,972 $300.8M Add +20.6%
P Everpure Inc. Class A filed as PURE STORAGE INC 1.75% 5,746,943 $288.7M Reduce -4.2%
OKTA Okta Inc. 1.70% 3,778,707 $280.9M Reduce -1.9%
PLNT Planet Fitness Inc. Class A 1.66% 3,385,696 $275.0M Reduce -3.9%
AXON Axon Enterprise Inc. 1.65% 682,420 $272.7M Add +13.9%
WAT Waters Corp. 1.62% 744,229 $267.8M Reduce -1.7%
IEX Idex Corp. 1.59% 1,223,676 $262.5M Add +28.8%
BF.B Brown-Forman Corp. Class B 1.48% 4,961,180 $244.1M Reduce -2.0%
RYAN Ryan Specialty Holdings Inc. 1.46% 3,644,250 $241.9M Reduce -24.8%
FRPT Freshpet Inc. 1.44% 1,744,683 $238.6M Reduce -29.1%
ULTA Ulta Beauty Inc. 1.44% 610,400 $237.5M Add +5.5%
MKC McCormick & Co.-Non VTG SHRS 1.43% 2,867,932 $236.0M Reduce -20.9%
VEEV Veeva Systems Inc. Class A 1.42% 1,117,007 $234.4M Reduce -2.2%
ROK Rockwell Automation Inc. 1.36% 838,607 $225.1M Reduce -2.9%
XYL Xylem Inc. 1.35% 1,657,785 $223.9M Add +17.8%
MDB Mongodb Inc. 1.34% 822,384 $222.3M Reduce -3.0%
ZS Zscaler Inc. 1.33% 1,289,350 $220.4M Add +28.2%
KEYS Keysight Technologies Inc. 1.33% 1,383,355 $219.9M Reduce -1.6%
NDSN Nordson Corp. 1.33% 836,400 $219.7M Reduce -2.0%
CFLT Confluent Inc. Class A 1.32% 10,700,846 $218.1M Add +72.2%
TW Tradeweb Markets Inc. Class A 1.31% 1,758,055 $217.4M Reduce -2.7%
RGEN Repligen Corp. 1.28% 1,420,935 $211.5M Add +149.0%
TECH Bio-Techne Corp. 1.26% 2,606,419 $208.3M Reduce -2.6%
EW Edwards Lifesciences Corp. 1.23% 3,080,703 $203.3M Add +4.5%
COO The Cooper Cos Inc. 1.21% 1,818,345 $200.6M Add +8.0%
TOST Toast Inc. Class A 1.12% 6,573,999 $186.1M Reduce -27.2%
AKAM Akamai Technologies Inc. 1.09% 1,779,998 $179.7M Reduce -2.6%
HRL Hormel Foods Corp. 1.07% 5,569,812 $176.6M Reduce -11.7%
MTD Mettler-Toledo International 1.04% 114,847 $172.2M Reduce -0.6%
SJM The JM Smucker Co. filed as SMUCKER J M CO 1.04% 1,416,615 $171.6M Reduce -2.7%
EXAS Exact Sciences Corp. 1.03% 2,494,480 $169.9M Add +10.9%
KNSL Kinsale Capital Group Inc. 0.99% 353,075 $164.4M Reduce -1.4%
CLX Clorox Company 0.99% 1,006,254 $163.9M Reduce -35.6%
ESE Esco Technologies Inc. 0.98% 1,263,382 $163.0M Add +0.0%
FDS Factset Research Systems Inc. 0.98% 353,702 $162.6M Reduce -2.6%
DXCM Dexcom Inc. 0.90% 2,213,283 $148.4M Add +8.0%
GGG Graco Inc. 0.89% 1,685,742 $147.5M Reduce -2.6%
TTC Toro Co. 0.88% 1,676,681 $145.4M Reduce -1.0%
SNPS Synopsys Inc. 0.87% 282,926 $143.3M Add +14.4%
SMPL The Simply Good Foods Co. 0.85% 4,063,878 $141.3M Add +4.0%
PANW Palo Alto Networks Inc. 0.84% 408,264 $139.5M Reduce -12.9%
WDAY Workday Inc. Class A 0.83% 564,481 $138.0M Reduce -1.3%
ALGN Align Technology Inc. 0.82% 534,629 $136.0M Reduce -2.3%
ADSK Autodesk Inc. 0.82% 491,415 $135.4M Reduce -2.7%
JBTM JBT Marel Corp. filed as JOHN BEAN TECHNOLOGIES CORP 0.81% 1,357,166 $133.7M Reduce -11.4%
SMAR Smartsheet Inc. Class A 0.81% 2,413,384 $133.6M Reduce -10.9%
WST West Pharmaceutical Services 0.81% 444,000 $133.3M Add +29.7%
FFIN First Finl Bankshares Inc. 0.79% 3,516,329 $130.1M Add +6.8%
MGPI MGP Ingredients Inc. 0.78% 1,545,458 $128.7M Reduce -5.1%
GMED Globus Medical Inc. Class A 0.78% 1,794,637 $128.4M Reduce -27.2%
BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN 0.77% 2,560,727 $127.5M Reduce -39.6%
STE Steris PLC 0.77% 523,623 $127.0M Reduce -48.5%
LW Lamb Weston Holdings Inc. 0.76% 1,951,025 $126.3M Add +31.6%
ELF Elf Beauty Inc. 0.73% 1,114,901 $121.6M New
MSA Msa Safety Inc. 0.73% 679,750 $120.5M Reduce -9.3%
NEOG Neogen Corp. 0.72% 7,110,530 $119.5M Add +10.8%
A Agilent Technologies Inc. 0.72% 803,920 $119.4M Reduce -4.2%
ESAB Esab Corp. 0.69% 1,081,639 $115.0M Add +33.5%
ENTG Entegris Inc. 0.69% 1,021,575 $115.0M Reduce -3.0%
PLMR Palomar Holdings Inc. 0.68% 1,190,810 $112.7M Reduce -10.7%
SFBS Servisfirst Bancshares Inc. 0.67% 1,380,474 $111.1M Reduce -2.9%
RBC RBC Bearings Inc. 0.66% 365,054 $109.3M Add +12.6%
XRAY Dentsply Sirona Inc. 0.66% 4,028,967 $109.0M Reduce -6.0%
SXI Standex International Corp. 0.63% 572,656 $104.7M Reduce -10.9%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.60% 355,285 $100.0M Reduce -41.7%
DPZ Domino's Pizza Inc. 0.60% 230,975 $99.4M New
CNMD Conmed Corp. 0.59% 1,367,650 $98.4M Add +6.4%
INSP Inspire Medical Systems Inc. 0.59% 464,612 $98.1M Reduce -9.8%
MZTI The Marzetti Company filed as LANCASTER COLONY CORP 0.58% 542,305 $95.8M Reduce -10.5%
AIN Albany Intl Corp. Class A 0.56% 1,050,788 $93.4M Reduce -4.3%
BRZE Braze Inc. Class A 0.54% 2,779,800 $89.9M Reduce -4.5%
TSCO Tractor Supply Company 0.54% 304,558 $88.6M Reduce -39.7%
VCYT Veracyte Inc. 0.52% 2,531,480 $86.2M Reduce -20.1%
EPAC Enerpac Tool Group Corp. 0.52% 2,049,961 $85.9M Reduce -34.4%
NOVT Novanta Inc. 0.50% 462,102 $82.7M Reduce -8.8%
SXT Sensient Technologies Corp. 0.50% 1,025,897 $82.3M Reduce -22.2%
RBA RB Global Inc. 0.49% 1,013,742 $81.6M Reduce -10.6%
UTZ Utz Brands Inc. 0.49% 4,588,206 $81.2M Reduce -10.4%
S Sentinelone Inc. Class A 0.49% 3,369,753 $80.6M New
PJT PJT Partners Inc. Class A 0.48% 594,359 $79.3M Add +7.4%
ATRC Atricure Inc. 0.47% 2,790,758 $78.3M Add +4.3%
TENB Tenable Holdings Inc. 0.43% 1,747,922 $70.8M Reduce -9.3%
CENTA Central Garden and Pet Co. Class A 0.43% 2,240,522 $70.4M Reduce -13.6%
SKWD Skyward Specialty Insurance 0.42% 1,691,741 $68.9M Reduce -8.8%
OMCL Omnicell Inc. 0.41% 1,547,004 $67.4M Reduce -10.3%
WSFS WSFS Financial Corp. 0.40% 1,299,998 $66.3M Add +1.1%
JJSF J & J Snack Foods Corp. 0.39% 377,750 $65.0M Add +2.2%
SYBT Stock Yards Bancorp Inc. 0.39% 1,029,907 $63.8M Reduce -10.5%
SHAK Shake Shack Inc. Class A 0.38% 614,747 $63.4M Add +4.7%
TNDM Tandem Diabetes Care Inc. 0.38% 1,469,161 $62.3M Reduce -9.8%
OLLI Ollie's Bargain Outlet Holdi 0.35% 589,714 $57.3M Reduce -10.9%
CVLT Commvault Systems Inc. 0.35% 372,070 $57.2M Reduce -27.1%
PHR Phreesia Inc. 0.34% 2,503,837 $57.1M Add +4.1%
MSCI MSCI Inc. 0.34% 96,240 $56.1M New
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.34% 53,730 $55.8M New
CWAN Clearwater Analytics HDS-A 0.32% 2,121,155 $53.6M New
BANF Bancfirst Corp. 0.32% 501,173 $52.7M Reduce -8.5%
DDOG Datadog Inc. Class A 0.32% 456,810 $52.6M New
PRCT Procept Biorobotics Corp. 0.31% 650,293 $52.1M Reduce -52.4%
HAYW Hayward Holdings Inc. 0.31% 3,393,714 $52.1M Reduce -43.9%
IRTC Irhythm Holdings Inc. 0.30% 667,101 $49.5M Reduce -9.8%
TRNS Transcat Inc. 0.30% 409,500 $49.5M Add +22.1%
GABC German American Bancorp 0.29% 1,252,116 $48.5M Reduce -10.7%
FROG Jfrog Ltd. 0.29% 1,648,870 $47.9M Reduce -9.4%
WTS Watts Water Technologies-A 0.29% 227,993 $47.2M New
RBRK Rubrik Inc. Class A 0.27% 1,381,595 $44.4M New
AMSF Amerisafe Inc. 0.27% 916,273 $44.3M Reduce -4.8%
BOX Box Inc. Class A 0.26% 1,326,515 $43.4M Reduce -56.6%
SIGI Selective Insurance Group 0.25% 445,379 $41.6M Reduce -54.9%
KAI Kadant Inc. 0.25% 122,624 $41.4M Add +34.8%
SIBN Si-Bone Inc. 0.24% 2,800,073 $39.1M Add +14.7%
COCO The Vita Coco Co. Inc. 0.19% 1,123,650 $31.8M Reduce -11.0%
BRBR Bellring Brands Inc. 0.19% 505,590 $30.7M New
FRSH Freshworks Inc. Class A 0.18% 2,558,034 $29.4M Reduce -60.6%
LUCK Lucky Strike Entertainment C filed as BOWLERO CORP 0.18% 2,496,414 $29.3M Reduce -11.2%
TRS Trimas Corp. 0.17% 1,130,329 $28.9M Reduce -40.9%
FWRG First Watch Restaurant Group 0.15% 1,623,886 $25.3M Reduce -0.3%
SSD Simpson Manufacturing Co. Inc. 0.10% 83,966 $16.1M New
NOW ServiceNow Inc. 0.00% 670 $599K No change

Portfolio Sells Q2 2024 → Q3 2024
P Everpure Inc. Class A Reduce -4.2% 1.75% −0.62
STE Steris PLC Reduce -48.5% 0.77% −0.60
AAP Advance Auto Parts Inc. Sold out 0.00% −0.58
BBWI Bath & Body Works Inc. Sold out 0.00% −0.57
OKTA Okta Inc. Reduce -1.9% 1.70% −0.51
FRPT Freshpet Inc. Reduce -29.1% 1.44% −0.51
WK Workiva Inc. Sold out 0.00% −0.49
ONT Onterris Inc. Sold out 0.00% −0.37
AJG Arthur J Gallagher & Co. Reduce -41.7% 0.60% −0.36
ASAN Asana Inc. Class A Sold out 0.00% −0.34
FRSH Freshworks Inc. Class A Reduce -60.6% 0.18% −0.33
SIGI Selective Insurance Group Reduce -54.9% 0.25% −0.32
CLX Clorox Company Reduce -35.6% 0.99% −0.32
TOST Toast Inc. Class A Reduce -27.2% 1.12% −0.30
TSCO Tractor Supply Company Reduce -39.7% 0.54% −0.30
GMED Globus Medical Inc. Class A Reduce -27.2% 0.78% −0.26
RYAN Ryan Specialty Holdings Inc. Reduce -24.8% 1.46% −0.26
SBH Sally Beauty Holdings Inc. Sold out 0.00% −0.25
BOX Box Inc. Class A Reduce -56.6% 0.26% −0.23
EWCZ European Wax Center Inc. Class A Sold out 0.00% −0.23
EPAC Enerpac Tool Group Corp. Reduce -34.4% 0.52% −0.21
PRCT Procept Biorobotics Corp. Reduce -52.4% 0.31% −0.20
IRTC Irhythm Holdings Inc. Reduce -9.8% 0.30% −0.19
ENTG Entegris Inc. Reduce -3.0% 0.69% −0.18
IOSP Innospec Inc. Sold out 0.00% −0.17
BWIN Baldwin Insurance Group Inc./ Reduce -39.6% 0.77% −0.15
BRZE Braze Inc. Class A Reduce -4.5% 0.54% −0.15
MKC McCormick & Co.-Non VTG SHRS Reduce -20.9% 1.43% −0.15
HAYW Hayward Holdings Inc. Reduce -43.9% 0.31% −0.14
MSA Msa Safety Inc. Reduce -9.3% 0.73% −0.13
PANW Palo Alto Networks Inc. Reduce -12.9% 0.84% −0.13
FROG Jfrog Ltd. Reduce -9.4% 0.29% −0.13
TRS Trimas Corp. Reduce -40.9% 0.17% −0.13
MZTI The Marzetti Company Reduce -10.5% 0.58% −0.12
HRL Hormel Foods Corp. Reduce -11.7% 1.07% −0.11
SXT Sensient Technologies Corp. Reduce -22.2% 0.50% −0.10
LESLIES INC Sold out 0.00% −0.10
CENTA Central Garden and Pet Co. Class A Reduce -13.6% 0.43% −0.10
ROK Rockwell Automation Inc. Reduce -2.9% 1.36% −0.10
TTC Toro Co. Reduce -1.0% 0.88% −0.09
TENB Tenable Holdings Inc. Reduce -9.3% 0.43% −0.09
JBTM JBT Marel Corp. Reduce -11.4% 0.81% −0.08
LUCK Lucky Strike Entertainment C Reduce -11.2% 0.18% −0.07
OLLI Ollie's Bargain Outlet Holdi Reduce -10.9% 0.35% −0.05
RBA RB Global Inc. Reduce -10.6% 0.49% −0.04
CVLT Commvault Systems Inc. Reduce -27.1% 0.35% −0.03
UTZ Utz Brands Inc. Reduce -10.4% 0.49% −0.03
TNDM Tandem Diabetes Care Inc. Reduce -9.8% 0.38% −0.03
COCO The Vita Coco Co. Inc. Reduce -11.0% 0.19% −0.02
FWRG First Watch Restaurant Group Reduce -0.3% 0.15% −0.02

Portfolio Buys Q2 2024 → Q3 2024
RGEN Repligen Corp. Add +149.0% 1.28% +0.84
ELF Elf Beauty Inc. New 0.73% +0.73
DPZ Domino's Pizza Inc. New 0.60% +0.60
AXON Axon Enterprise Inc. Add +13.9% 1.65% +0.57
S Sentinelone Inc. Class A New 0.49% +0.49
EXAS Exact Sciences Corp. Add +10.9% 1.03% +0.44
IEX Idex Corp. Add +28.8% 1.59% +0.41
PEN Penumbra Inc. Add +20.6% 1.82% +0.40
MSCI MSCI Inc. New 0.34% +0.34
GWW WW Grainger Inc. New 0.34% +0.34
CFR Cullen/Frost Bankers Inc. Add +7.7% 2.31% +0.33
CWAN Clearwater Analytics HDS-A New 0.32% +0.32
DDOG Datadog Inc. Class A New 0.32% +0.32
COO The Cooper Cos Inc. Add +8.0% 1.21% +0.31
WTS Watts Water Technologies-A New 0.29% +0.29
RBRK Rubrik Inc. Class A New 0.27% +0.27
ESAB Esab Corp. Add +33.5% 0.69% +0.23
CFLT Confluent Inc. Class A Add +72.2% 1.32% +0.19
FFIN First Finl Bankshares Inc. Add +6.8% 0.79% +0.19
BRBR Bellring Brands Inc. New 0.19% +0.19
XYL Xylem Inc. Add +17.8% 1.35% +0.18
ESE Esco Technologies Inc. Add +0.0% 0.98% +0.17
ZS Zscaler Inc. Add +28.2% 1.33% +0.15
NTNX Nutanix Inc. Class A Add +3.7% 2.14% +0.13
RBC RBC Bearings Inc. Add +12.6% 0.66% +0.12
WST West Pharmaceutical Services Add +29.7% 0.81% +0.11
PJT PJT Partners Inc. Class A Add +7.4% 0.48% +0.11
NEOG Neogen Corp. Add +10.8% 0.72% +0.11
ATRC Atricure Inc. Add +4.3% 0.47% +0.10
SSD Simpson Manufacturing Co. Inc. New 0.10% +0.10
KAI Kadant Inc. Add +34.8% 0.25% +0.09
ULTA Ulta Beauty Inc. Add +5.5% 1.44% +0.07
SHAK Shake Shack Inc. Class A Add +4.7% 0.38% +0.06
TRNS Transcat Inc. Add +22.1% 0.30% +0.05
CNMD Conmed Corp. Add +6.4% 0.59% +0.05
SIBN Si-Bone Inc. Add +14.7% 0.24% +0.04
PHR Phreesia Inc. Add +4.1% 0.34% +0.03
WSFS WSFS Financial Corp. Add +1.1% 0.40% +0.03
JJSF J & J Snack Foods Corp. Add +2.2% 0.39% +0.03
LW Lamb Weston Holdings Inc. Add +31.6% 0.76% −0.00
SMPL The Simply Good Foods Co. Add +4.0% 0.85% −0.01
SNPS Synopsys Inc. Add +14.4% 0.87% −0.04
EW Edwards Lifesciences Corp. Add +4.5% 1.23% −0.44
DXCM Dexcom Inc. Add +8.0% 0.90% −0.53

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 129$3.9BNTNX, P, ESAB, PEN, WH
Q1 2026 130$7.9BTW, PEN, EOG, SNPS, NTNX
Q4 2025 128$9.9BPEN, NTNX, ESAB, MSA, CFLT
Q3 2025 135$13.3BP, ELF, NTNX, MSA, ESAB
Q2 2025 135$14.3BP, CFLT, ELF, MSA, NTNX
Q1 2025 139$13.8BNTNX, P, MSA, CFLT, PEN
Q4 2024 133$15.8BP, CFR, PEN, EG, NTNX
Q3 2024 124$16.5BCFR, FTV, EG, NTNX, AME
Q2 2024 122$16.3BP, FTV, OKTA, EG, AME
Q1 2024 126$17.5BP, FRPT, FTV, OKTA, AME