Champlain Investment Partners, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Champlain Investment Partners, LLC reported 135 stock positions worth $13.3 billion. Its top holding was Everpure Class A (P) at 2.7% of the portfolio, followed by Elf Beauty (ELF, 2.1%) and Nutanix Class A (NTNX, 2.0%). Compared with Q2 2025, it opened 7 new positions, sold out of 7, added to 34 and reduced 93. The biggest buy was Wyndham Hotels & Resorts (WH, shares +353%) and the biggest sale an exit from Idexx Laboratories (IDXX).

Most Recent 13F
Q2 2026
Location
BURLINGTON, VT
CIK
0001315478
Portfolio Value
$13.3B (Q3 2025)
SEC Filing
0001315478-25-000030 ↗ filed Nov 12, 2025

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 Q3 2024 Q4 2024: $15.8B Q4 2024 Q1 2025: $13.8B Q1 2025 Q2 2025: $14.3B Q2 2025 Q3 2025: $13.3B $13.3B Q3 2025 Q4 2025: $9.9B Q4 2025 Q1 2026: $7.9B Q1 2026 Q2 2026: $3.9B Q2 2026

Holdings 135 stocks · $13.3B
P Everpure Inc. Class A filed as PURE STORAGE INC 2.68% 4,239,530 $355.3M Reduce -20.8%
ELF Elf Beauty Inc. 2.06% 2,062,709 $273.3M Reduce -9.5%
NTNX Nutanix Inc. Class A 1.95% 3,482,413 $259.1M Reduce -4.2%
MSA Msa Safety Inc. 1.91% 1,472,716 $253.4M Reduce -11.7%
ESAB Esab Corp. 1.68% 1,990,077 $222.4M Reduce -2.6%
CFLT Confluent Inc. Class A 1.66% 11,139,056 $220.6M Reduce -3.9%
SFBS Servisfirst Bancshares Inc. 1.64% 2,696,260 $217.1M Add +5.0%
AAON Aaon Inc. 1.63% 2,320,319 $216.8M Add +96.4%
CFR Cullen/Frost Bankers Inc. 1.62% 1,689,642 $214.2M Reduce -2.6%
GTLB Gitlab Inc. Class A 1.60% 4,703,281 $212.0M Add +4.2%
WING Wingstop Inc. 1.46% 767,208 $193.1M Add +3.5%
HLNE Hamilton Lane Inc. Class A 1.41% 1,388,380 $187.1M Add +33.8%
PEN Penumbra Inc. 1.37% 717,900 $181.9M Reduce -3.5%
XYL Xylem Inc. 1.37% 1,227,780 $181.1M Reduce -23.6%
RGEN Repligen Corp. 1.35% 1,339,246 $179.0M Reduce -4.4%
WH Wyndham Hotels & Resorts Inc. 1.33% 2,212,717 $176.8M Add +352.8%
NVT Nvent Electric PLC 1.33% 1,787,135 $176.3M Reduce -20.9%
RYAN Ryan Specialty Holdings Inc. 1.30% 3,066,011 $172.8M Add +76.9%
MDB Mongodb Inc. 1.28% 544,822 $169.1M Reduce -20.9%
AME Ametek Inc. 1.25% 882,265 $165.9M Reduce -22.9%
EW Edwards Lifesciences Corp. 1.24% 2,114,537 $164.4M Reduce -4.9%
VLTO Veralto Corp. 1.22% 1,517,530 $161.8M Reduce -4.4%
MSCI MSCI Inc. 1.18% 275,265 $156.2M Add +0.0%
OKTA Okta Inc. 1.18% 1,700,387 $155.9M Add +4.7%
IEX Idex Corp. 1.16% 941,927 $153.3M Reduce -6.4%
NDSN Nordson Corp. 1.08% 630,814 $143.2M Reduce -22.7%
PCOR Procore Technologies Inc. 1.07% 1,949,322 $142.1M Reduce -13.7%
FRPT Freshpet Inc. 1.03% 2,490,512 $137.3M Reduce -3.0%
MTD Mettler-Toledo International 1.02% 110,010 $135.0M Add +1.8%
WDAY Workday Inc. Class A 1.02% 560,460 $134.9M Reduce -25.9%
EG Everest Group Ltd. 1.01% 384,141 $134.5M Add +3.3%
COO The Cooper Cos Inc. 1.01% 1,948,834 $133.6M Reduce -5.9%
GWW WW Grainger Inc. filed as GRAINGER W W INC 1.00% 139,248 $132.7M Add +14.5%
DDOG Datadog Inc. Class A 0.99% 919,515 $130.9M Reduce -24.3%
DPZ Domino's Pizza Inc. 0.98% 302,537 $130.6M Add +93.2%
EXAS Exact Sciences Corp. 0.98% 2,370,634 $129.7M Reduce -6.3%
CAVA Cava Group Inc. 0.98% 2,146,502 $129.7M Add +58.8%
LECO Lincoln Electric Holdings 0.97% 543,402 $128.2M Reduce -6.6%
ROK Rockwell Automation Inc. 0.94% 356,115 $124.5M Reduce -29.1%
MKC McCormick & Co.-Non VTG SHRS 0.93% 1,846,960 $123.6M Reduce -4.2%
KNSL Kinsale Capital Group Inc. 0.93% 289,696 $123.2M Reduce -6.7%
WST West Pharmaceutical Services 0.91% 458,920 $120.4M Add +2.5%
SNPS Synopsys Inc. 0.91% 243,230 $120.0M Reduce -24.6%
ZS Zscaler Inc. 0.89% 394,470 $118.2M Reduce -15.5%
ACGL Arch Capital Group Ltd. 0.89% 1,298,245 $117.8M Add +24.2%
VEEV Veeva Systems Inc. Class A 0.87% 388,870 $115.8M Reduce -21.4%
A Agilent Technologies Inc. 0.87% 895,770 $115.0M Add +33.3%
WAT Waters Corp. 0.85% 374,890 $112.4M Reduce -20.1%
BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN 0.83% 3,915,879 $110.5M Add +20.3%
TW Tradeweb Markets Inc. Class A 0.81% 970,500 $107.7M Add +22.9%
FAST Fastenal Co. 0.81% 2,185,040 $107.2M Reduce -33.5%
HLI Houlihan Lokey Inc. 0.79% 511,281 $105.0M Reduce -6.4%
SXI Standex International Corp. 0.78% 488,359 $103.5M Reduce -19.0%
PANW Palo Alto Networks Inc. 0.77% 503,215 $102.5M Reduce -23.1%
AXON Axon Enterprise Inc. 0.76% 139,910 $100.4M Reduce -5.5%
ADSK Autodesk Inc. 0.73% 304,640 $96.8M Reduce -5.1%
STE Steris PLC 0.73% 389,195 $96.3M Reduce -6.6%
MNST Monster Beverage Corp. 0.71% 1,407,010 $94.7M Reduce -6.5%
TECH Bio-Techne Corp. 0.71% 1,702,243 $94.7M Reduce -36.1%
FFIN First Finl Bankshares Inc. 0.71% 2,799,987 $94.2M Reduce -1.0%
JBTM JBT Marel Corp. 0.70% 664,841 $93.4M Reduce -6.0%
S Sentinelone Inc. Class A 0.69% 5,227,040 $92.0M Add +5.9%
CHWY Chewy Inc. Class A 0.67% 2,200,790 $89.0M New
TOST Toast Inc. Class A 0.67% 2,436,695 $89.0M Reduce -16.4%
GGG Graco Inc. 0.65% 1,007,374 $85.6M Reduce -3.8%
FDS Factset Research Systems Inc. 0.64% 297,015 $85.1M Reduce -0.2%
GMED Globus Medical Inc. Class A 0.62% 1,446,614 $82.8M Add +33.8%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.62% 1,671,640 $81.9M Add +25.7%
MOD Modine Manufacturing Co. 0.61% 568,463 $80.8M Reduce -23.6%
FTV Fortive Corp. 0.60% 1,623,840 $79.6M Reduce -5.3%
EPAC Enerpac Tool Group Corp. 0.59% 1,919,171 $78.7M Add +24.0%
SPXC SPX Technologies Inc. 0.58% 414,523 $77.4M Reduce -9.8%
BRZE Braze Inc. Class A 0.58% 2,687,928 $76.4M Add +10.8%
ALKT Alkami Technology Inc. 0.57% 3,034,072 $75.4M Reduce -1.0%
CSW CSW Industrials Inc. 0.57% 309,333 $75.1M Reduce -0.2%
SSD Simpson Manufacturing Co. Inc. 0.56% 447,314 $74.9M Reduce -10.9%
KAI Kadant Inc. 0.56% 247,920 $73.8M Reduce -0.3%
PJT PJT Partners Inc. Class A 0.56% 414,141 $73.6M Reduce -17.6%
HRL Hormel Foods Corp. 0.55% 2,961,282 $73.3M Reduce -6.0%
DXCM Dexcom Inc. 0.55% 1,086,120 $73.1M Reduce -39.4%
ATRC Atricure Inc. 0.53% 1,978,213 $69.7M Reduce -1.9%
RBA RB Global Inc. 0.52% 630,803 $68.4M Reduce -27.3%
NOVT Novanta Inc. 0.51% 678,249 $67.9M Reduce -2.4%
ULTA Ulta Beauty Inc. 0.51% 122,920 $67.2M Reduce -63.4%
PLNT Planet Fitness Inc. Class A 0.50% 633,802 $65.8M Reduce -41.2%
SKWD Skyward Specialty Insurance 0.49% 1,372,788 $65.3M Add +19.5%
CVLT Commvault Systems Inc. 0.49% 344,455 $65.0M Add +13.6%
WSFS WSFS Financial Corp. 0.49% 1,194,893 $64.4M Reduce -1.2%
CLX Clorox Company 0.49% 521,745 $64.3M Reduce -31.8%
PHR Phreesia Inc. 0.48% 2,678,825 $63.0M Reduce -1.7%
IRTC Irhythm Holdings Inc. 0.47% 365,627 $62.9M Reduce -44.7%
SMPL The Simply Good Foods Co. 0.47% 2,496,072 $62.0M Reduce -1.6%
CART Maplebear Inc. 0.46% 1,664,289 $61.2M Reduce -22.8%
SNEX Stonex Group Inc. 0.42% 555,771 $56.1M Add +21.8%
WTS Watts Water Technologies-A 0.42% 198,537 $55.4M Reduce -19.7%
BRC Brady Corporation Class A 0.42% 708,443 $55.3M Reduce -13.8%
ESE Esco Technologies Inc. 0.41% 259,805 $54.8M Reduce -27.0%
RBC RBC Bearings Inc. 0.41% 138,119 $53.9M Reduce -26.3%
AKAM Akamai Technologies Inc. 0.41% 710,194 $53.8M Reduce -5.3%
VVV Valvoline Inc. 0.40% 1,487,994 $53.4M Reduce -1.6%

Show all 135 holdings

Portfolio Sells Q2 2025 → Q3 2025
IDXX Idexx Laboratories Inc. Sold out 0.00% −0.72
ULTA Ulta Beauty Inc. Reduce -63.4% 0.51% −0.59
DXCM Dexcom Inc. Reduce -39.4% 0.55% −0.54
FROG Jfrog Ltd. Sold out 0.00% −0.38
CFLT Confluent Inc. Class A Reduce -3.9% 1.66% −0.35
OS Onestream Inc. Reduce -23.5% 0.40% −0.34
PLNT Planet Fitness Inc. Class A Reduce -41.2% 0.50% −0.32
CNMD Conmed Corp. Sold out 0.00% −0.30
WAT Waters Corp. Reduce -20.1% 0.85% −0.30
FDS Factset Research Systems Inc. Reduce -0.2% 0.64% −0.29
CELH Celsius Holdings Inc. Reduce -55.0% 0.38% −0.25
WDAY Workday Inc. Class A Reduce -25.9% 1.02% −0.25
SNPS Synopsys Inc. Reduce -24.6% 0.91% −0.25
TECH Bio-Techne Corp. Reduce -36.1% 0.71% −0.24
IRTC Irhythm Holdings Inc. Reduce -44.7% 0.47% −0.24
TOST Toast Inc. Class A Reduce -16.4% 0.67% −0.23
ROK Rockwell Automation Inc. Reduce -29.1% 0.94% −0.23
CART Maplebear Inc. Reduce -22.8% 0.46% −0.22
AME Ametek Inc. Reduce -22.9% 1.25% −0.19
TNDM Tandem Diabetes Care Inc. Sold out 0.00% −0.19
FRPT Freshpet Inc. Reduce -3.0% 1.03% −0.18
SG Sweetgreen Inc. Class A Sold out 0.00% −0.17
PANW Palo Alto Networks Inc. Reduce -23.1% 0.77% −0.16
SHAK Shake Shack Inc. Class A Reduce -22.9% 0.20% −0.16
CLX Clorox Company Reduce -31.8% 0.49% −0.16
FAST Fastenal Co. Reduce -33.5% 0.81% −0.15
DDOG Datadog Inc. Class A Reduce -24.3% 0.99% −0.15
RAL Ralliant Corp. Sold out 0.00% −0.15
INSP Inspire Medical Systems Inc. Reduce -1.2% 0.23% −0.15
NDSN Nordson Corp. Reduce -22.7% 1.08% −0.14
ZS Zscaler Inc. Reduce -15.5% 0.89% −0.13
RBA RB Global Inc. Reduce -27.3% 0.52% −0.13
VEEV Veeva Systems Inc. Class A Reduce -21.4% 0.87% −0.12
KNSL Kinsale Capital Group Inc. Reduce -6.7% 0.93% −0.12
TENB Tenable Holdings Inc. Reduce -27.5% 0.24% −0.12
NOVT Novanta Inc. Reduce -2.4% 0.51% −0.11
HRL Hormel Foods Corp. Reduce -6.0% 0.55% −0.11
AXON Axon Enterprise Inc. Reduce -5.5% 0.76% −0.10
RBC RBC Bearings Inc. Reduce -26.3% 0.41% −0.10
SMPL The Simply Good Foods Co. Reduce -1.6% 0.47% −0.09
MKC McCormick & Co.-Non VTG SHRS Reduce -4.2% 0.93% −0.09
XYL Xylem Inc. Reduce -23.6% 1.37% −0.09
AIN Albany Intl Corp. Class A Sold out 0.00% −0.08
IEX Idex Corp. Reduce -6.4% 1.16% −0.08
ALKT Alkami Technology Inc. Reduce -1.0% 0.57% −0.08
CENTA Central Garden and Pet Co. Class A Reduce -23.9% 0.24% −0.07
SXT Sensient Technologies Corp. Reduce -23.2% 0.26% −0.07
PHR Phreesia Inc. Reduce -1.7% 0.48% −0.07
ESE Esco Technologies Inc. Reduce -27.0% 0.41% −0.06
VCEL Vericel Corp. Reduce -1.0% 0.23% −0.06

Portfolio Buys Q2 2025 → Q3 2025
WH Wyndham Hotels & Resorts Inc. Add +352.8% 1.33% +1.06
AAON Aaon Inc. Add +96.4% 1.63% +1.03
CHWY Chewy Inc. Class A New 0.67% +0.67
DPZ Domino's Pizza Inc. Add +93.2% 0.98% +0.49
RYAN Ryan Specialty Holdings Inc. Add +76.9% 1.30% +0.48
HLNE Hamilton Lane Inc. Class A Add +33.8% 1.41% +0.38
BRBR Bellring Brands Inc. New 0.35% +0.35
CSL Carlisle Cos Inc. New 0.33% +0.33
A Agilent Technologies Inc. Add +33.3% 0.87% +0.31
VCYT Veracyte Inc. New 0.30% +0.30
SPSC SPS Commerce Inc. New 0.28% +0.28
SFBS Servisfirst Bancshares Inc. Add +5.0% 1.64% +0.25
WST West Pharmaceutical Services Add +2.5% 0.91% +0.22
ACGL Arch Capital Group Ltd. Add +24.2% 0.89% +0.22
CAVA Cava Group Inc. Add +58.8% 0.98% +0.18
GMED Globus Medical Inc. Class A Add +33.8% 0.62% +0.18
GTLB Gitlab Inc. Class A Add +4.2% 1.60% +0.18
EPAC Enerpac Tool Group Corp. Add +24.0% 0.59% +0.15
BE Bloom Energy Corp. Class A New 0.15% +0.15
AORT Artivion Inc. New 0.14% +0.14
SNEX Stonex Group Inc. Add +21.8% 0.42% +0.13
MTD Mettler-Toledo International Add +1.8% 1.02% +0.13
EG Everest Group Ltd. Add +3.3% 1.01% +0.13
CVLT Commvault Systems Inc. Add +13.6% 0.49% +0.12
GWW WW Grainger Inc. Add +14.5% 1.00% +0.12
BBWI Bath & Body Works Inc. Add +51.5% 0.38% +0.11
BRZE Braze Inc. Class A Add +10.8% 0.58% +0.10
MSCI MSCI Inc. Add +0.0% 1.18% +0.07
S Sentinelone Inc. Class A Add +5.9% 0.69% +0.06
OSW Onespaworld Holdings Ltd. Add +16.6% 0.25% +0.06
OKTA Okta Inc. Add +4.7% 1.18% +0.04
SKWD Skyward Specialty Insurance Add +19.5% 0.49% +0.03
RLI Rli Corp. Add +11.7% 0.31% +0.03
TW Tradeweb Markets Inc. Class A Add +22.9% 0.81% +0.01
PLMR Palomar Holdings Inc. Add +22.9% 0.36% +0.00
BRKR Bruker Corp. Add +0.6% 0.08% −0.01
VERX Vertex Inc. Class A Add +19.9% 0.38% −0.04
PRCT Procept Biorobotics Corp. Add +34.3% 0.39% −0.04
TTD Trade Desk Inc./the Class A Add +25.7% 0.62% −0.05
BWIN Baldwin Insurance Group Inc./ Add +20.3% 0.83% −0.14
WING Wingstop Inc. Add +3.5% 1.46% −0.29

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