Champlain Investment Partners, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Champlain Investment Partners, LLC reported 128 stock positions worth $9.9 billion. Its top holding was Penumbra (PEN) at 1.9% of the portfolio, followed by Nutanix Class A (NTNX, 1.8%) and Esab (ESAB, 1.7%). Compared with Q3 2025, it opened 12 new positions, sold out of 19, added to 19 and reduced 97. The biggest buy was a new position in Floor & Decor Class A (FND) and the biggest sale Everpure Class A (P, shares −66%).

Most Recent 13F
Q2 2026
Location
BURLINGTON, VT
CIK
0001315478
Portfolio Value
$9.9B (Q4 2025)
SEC Filing
0001315478-26-000015 ↗ filed Feb 13, 2026

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 Q3 2025 Q4 2025: $9.9B $9.9B Q4 2025 Q1 2026: $7.9B Q1 2026 Q2 2026: $3.9B Q2 2026

Holdings 128 stocks · $9.9B
PEN Penumbra Inc. 1.89% 601,804 $187.1M Reduce -16.2%
NTNX Nutanix Inc. Class A 1.79% 3,411,175 $176.3M Reduce -2.0%
ESAB Esab Corp. 1.72% 1,522,587 $170.1M Reduce -23.5%
MSA Msa Safety Inc. 1.72% 1,061,052 $169.9M Reduce -27.9%
CFLT Confluent Inc. Class A 1.68% 5,489,498 $166.0M Reduce -50.7%
RGEN Repligen Corp. 1.67% 1,003,951 $164.5M Reduce -25.0%
WING Wingstop Inc. 1.64% 678,213 $161.7M Reduce -11.6%
GTLB Gitlab Inc. Class A 1.55% 4,089,488 $153.5M Reduce -13.1%
CFR Cullen/Frost Bankers Inc. 1.50% 1,168,081 $147.9M Reduce -30.9%
EW Edwards Lifesciences Corp. 1.50% 1,734,212 $147.8M Reduce -18.0%
IEX Idex Corp. 1.50% 830,647 $147.8M Reduce -11.8%
COO The Cooper Cos Inc. 1.47% 1,769,740 $145.0M Reduce -9.2%
MSCI MSCI Inc. 1.45% 248,924 $142.8M Reduce -9.6%
HLNE Hamilton Lane Inc. Class A 1.44% 1,061,264 $142.5M Reduce -23.6%
MTD Mettler-Toledo International 1.43% 101,191 $141.1M Reduce -8.0%
EXAS Exact Sciences Corp. 1.39% 1,352,745 $137.4M Reduce -42.9%
WH Wyndham Hotels & Resorts Inc. 1.36% 1,773,109 $134.0M Reduce -19.9%
DPZ Domino's Pizza Inc. 1.34% 318,654 $132.8M Add +5.3%
RYAN Ryan Specialty Holdings Inc. 1.34% 2,555,727 $132.0M Reduce -16.6%
GWW WW Grainger Inc. 1.33% 130,356 $131.5M Reduce -6.4%
TW Tradeweb Markets Inc. Class A 1.32% 1,216,346 $130.8M Add +25.3%
WST West Pharmaceutical Services 1.32% 475,355 $130.8M Add +3.6%
OKTA Okta Inc. 1.32% 1,511,780 $130.7M Reduce -11.1%
SNPS Synopsys Inc. 1.32% 276,826 $130.0M Add +13.8%
ACGL Arch Capital Group Ltd. 1.29% 1,326,264 $127.2M Add +2.2%
AAON Aaon Inc. 1.29% 1,664,703 $126.9M Reduce -28.3%
AME Ametek Inc. 1.28% 616,857 $126.6M Reduce -30.1%
WAT Waters Corp. 1.20% 312,768 $118.8M Reduce -16.6%
MKC McCormick & Co.-Non VTG SHRS 1.20% 1,740,550 $118.5M Reduce -5.8%
PCOR Procore Technologies Inc. 1.18% 1,605,438 $116.8M Reduce -17.6%
XYL Xylem Inc. 1.16% 843,180 $114.8M Reduce -31.3%
SFBS Servisfirst Bancshares Inc. 1.14% 1,568,859 $112.6M Reduce -41.8%
NDSN Nordson Corp. 1.14% 466,728 $112.2M Reduce -26.0%
MDB Mongodb Inc. 1.13% 266,059 $111.7M Reduce -51.2%
A Agilent Technologies Inc. 1.11% 808,291 $110.0M Reduce -9.8%
VLTO Veralto Corp. 1.11% 1,099,540 $109.7M Reduce -27.5%
FAST Fastenal Co. 1.10% 2,706,903 $108.6M Add +23.9%
FRPT Freshpet Inc. 1.10% 1,776,396 $108.2M Reduce -28.7%
FND Floor & Decor Holdings Inc. Class A 1.09% 1,774,674 $108.1M New
CSL Carlisle Cos Inc. 1.09% 335,065 $107.2M Add +150.8%
CAVA Cava Group Inc. 1.08% 1,814,939 $106.5M Reduce -15.4%
TOST Toast Inc. Class A 1.04% 2,905,648 $103.2M Add +19.3%
AXON Axon Enterprise Inc. 1.04% 181,220 $102.9M Add +29.5%
FDS Factset Research Systems Inc. 1.01% 343,281 $99.6M Add +15.6%
WDAY Workday Inc. Class A 1.00% 460,645 $98.9M Reduce -17.8%
P Everpure Inc. Class A filed as PURE STORAGE INC 0.99% 1,458,796 $97.8M Reduce -65.6%
FTV Fortive Corp. 0.99% 1,763,637 $97.4M Add +8.6%
LECO Lincoln Electric Holdings 0.96% 393,724 $94.4M Reduce -27.5%
CHWY Chewy Inc. Class A 0.95% 2,850,818 $94.2M Add +29.5%
KNSL Kinsale Capital Group Inc. 0.94% 238,175 $93.2M Reduce -17.8%
ELF Elf Beauty Inc. 0.93% 1,213,647 $92.3M Reduce -41.2%
AKAM Akamai Technologies Inc. 0.93% 1,048,035 $91.4M Add +47.6%
VEEV Veeva Systems Inc. Class A 0.92% 407,979 $91.1M Add +4.9%
BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN 0.89% 3,650,410 $87.7M Reduce -6.8%
BRO Brown & Brown Inc. 0.89% 1,099,310 $87.6M New
TECH Bio-Techne Corp. 0.84% 1,403,769 $82.6M Reduce -17.5%
STE Steris PLC 0.83% 324,600 $82.3M Reduce -16.6%
SFM Sprouts Farmers Market Inc. 0.83% 1,023,681 $81.6M New
ADSK Autodesk Inc. 0.82% 272,185 $80.6M Reduce -10.7%
HLI Houlihan Lokey Inc. 0.81% 459,100 $80.0M Reduce -10.2%
PANW Palo Alto Networks Inc. 0.78% 418,715 $77.1M Reduce -16.8%
ZS Zscaler Inc. 0.76% 331,884 $74.6M Reduce -15.9%
WCN Waste Connections Inc. 0.73% 412,335 $72.3M New
DDOG Datadog Inc. Class A 0.69% 504,408 $68.6M Reduce -45.1%
GGG Graco Inc. 0.69% 826,576 $67.8M Reduce -17.9%
CSW CSW Industrials Inc. 0.64% 214,887 $63.1M Reduce -30.5%
GMED Globus Medical Inc. Class A 0.63% 714,973 $62.4M Reduce -50.6%
CART Maplebear Inc. 0.63% 1,373,352 $61.8M Reduce -17.5%
CBSH Commerce Bancshares Inc. 0.60% 1,123,994 $58.8M New
BRZE Braze Inc. Class A 0.58% 1,670,640 $57.3M Reduce -37.9%
NOVT Novanta Inc. 0.58% 481,064 $57.2M Reduce -29.1%
KAI Kadant Inc. 0.53% 184,546 $52.6M Reduce -25.6%
SSD Simpson Manufacturing Co. Inc. 0.52% 315,990 $51.0M Reduce -29.4%
CVLT Commvault Systems Inc. 0.52% 406,457 $51.0M Add +18.0%
PLNT Planet Fitness Inc. Class A 0.51% 467,492 $50.7M Reduce -26.2%
SXI Standex International Corp. 0.51% 232,763 $50.6M Reduce -52.3%
SPXC SPX Technologies Inc. 0.51% 250,936 $50.2M Reduce -39.5%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.50% 1,301,060 $49.4M Reduce -22.2%
FFIN First Finl Bankshares Inc. 0.50% 1,651,786 $49.3M Reduce -41.0%
RBA RB Global Inc. 0.49% 473,861 $48.7M Reduce -24.9%
JBTM JBT Marel Corp. 0.49% 319,576 $48.2M Reduce -51.9%
S Sentinelone Inc. Class A 0.48% 3,164,468 $47.5M Reduce -39.5%
SKWD Skyward Specialty Insurance 0.48% 923,512 $47.2M Reduce -32.7%
EPAC Enerpac Tool Group Corp. 0.48% 1,230,327 $47.0M Reduce -35.9%
ATRC Atricure Inc. 0.47% 1,173,605 $46.4M Reduce -40.7%
ALKT Alkami Technology Inc. 0.46% 1,984,261 $45.8M Reduce -34.6%
PRCT Procept Biorobotics Corp. 0.46% 1,441,034 $45.3M Add +0.2%
PLMR Palomar Holdings Inc. 0.45% 332,544 $44.8M Reduce -18.6%
CBC Central Bancompany 0.43% 1,748,118 $42.2M New
OS Onestream Inc. 0.39% 2,116,556 $38.9M Reduce -26.7%
MNST Monster Beverage Corp. 0.39% 504,170 $38.7M Reduce -64.2%
NVT Nvent Electric PLC 0.39% 378,372 $38.6M Reduce -78.8%
GKOS Glaukos Corp. 0.38% 333,264 $37.6M Reduce -7.0%
RLI Rli Corp. 0.38% 585,978 $37.5M Reduce -7.5%
VCEL Vericel Corp. 0.38% 1,028,847 $37.0M Add +4.2%
RBC RBC Bearings Inc. 0.37% 80,895 $36.3M Reduce -41.4%
KRMN Karman Holdings Inc. 0.36% 487,405 $35.7M New
PJT PJT Partners Inc. Class A 0.36% 213,168 $35.6M Reduce -48.5%
BRKR Bruker Corp. 0.36% 751,998 $35.4M Add +125.1%
SNEX Stonex Group Inc. 0.36% 368,949 $35.1M Reduce -33.6%

Show all 128 holdings

Portfolio Sells Q3 2025 → Q4 2025
P Everpure Inc. Class A Reduce -65.6% 0.99% −1.69
ELF Elf Beauty Inc. Reduce -41.2% 0.93% −1.13
EG Everest Group Ltd. Sold out 0.00% −1.01
NVT Nvent Electric PLC Reduce -78.8% 0.39% −0.94
ROK Rockwell Automation Inc. Sold out 0.00% −0.94
HRL Hormel Foods Corp. Sold out 0.00% −0.55
DXCM Dexcom Inc. Sold out 0.00% −0.55
ULTA Ulta Beauty Inc. Sold out 0.00% −0.51
SFBS Servisfirst Bancshares Inc. Reduce -41.8% 1.14% −0.50
WSFS WSFS Financial Corp. Sold out 0.00% −0.49
CLX Clorox Company Sold out 0.00% −0.49
IRTC Irhythm Holdings Inc. Sold out 0.00% −0.47
SMPL The Simply Good Foods Co. Sold out 0.00% −0.47
ESE Esco Technologies Inc. Sold out 0.00% −0.41
BBWI Bath & Body Works Inc. Sold out 0.00% −0.38
AAON Aaon Inc. Reduce -28.3% 1.29% −0.35
MNST Monster Beverage Corp. Reduce -64.2% 0.39% −0.32
DDOG Datadog Inc. Class A Reduce -45.1% 0.69% −0.29
SPSC SPS Commerce Inc. Sold out 0.00% −0.28
UTZ Utz Brands Inc. Sold out 0.00% −0.27
SXI Standex International Corp. Reduce -52.3% 0.51% −0.27
MOD Modine Manufacturing Co. Reduce -54.0% 0.35% −0.26
TENB Tenable Holdings Inc. Sold out 0.00% −0.24
CENTA Central Garden and Pet Co. Class A Sold out 0.00% −0.24
JJSF J & J Snack Foods Corp. Sold out 0.00% −0.24
VERX Vertex Inc. Class A Reduce -63.9% 0.15% −0.23
JBTM JBT Marel Corp. Reduce -51.9% 0.49% −0.22
S Sentinelone Inc. Class A Reduce -39.5% 0.48% −0.21
FFIN First Finl Bankshares Inc. Reduce -41.0% 0.50% −0.21
XYL Xylem Inc. Reduce -31.3% 1.16% −0.20
PHR Phreesia Inc. Reduce -39.9% 0.28% −0.20
LUCK Lucky Strike Entertainment C Sold out 0.00% −0.20
PJT PJT Partners Inc. Class A Reduce -48.5% 0.36% −0.19
MSA Msa Safety Inc. Reduce -27.9% 1.72% −0.19
NTNX Nutanix Inc. Class A Reduce -2.0% 1.79% −0.17
TRNS Transcat Inc. Reduce -55.8% 0.14% −0.16
BRBR Bellring Brands Inc. Reduce -42.8% 0.20% −0.15
BE Bloom Energy Corp. Class A Sold out 0.00% −0.15
MDB Mongodb Inc. Reduce -51.2% 1.13% −0.14
ZS Zscaler Inc. Reduce -15.9% 0.76% −0.14
AORT Artivion Inc. Sold out 0.00% −0.14
CELH Celsius Holdings Inc. Reduce -39.1% 0.25% −0.13
BRC Brady Corporation Class A Reduce -48.2% 0.29% −0.13
TTD Trade Desk Inc./the Class A Reduce -22.2% 0.50% −0.12
CFR Cullen/Frost Bankers Inc. Reduce -30.9% 1.50% −0.12
EPAC Enerpac Tool Group Corp. Reduce -35.9% 0.48% −0.12
WTS Watts Water Technologies-A Reduce -44.6% 0.31% −0.11
VLTO Veralto Corp. Reduce -27.5% 1.11% −0.11
ALKT Alkami Technology Inc. Reduce -34.6% 0.46% −0.10
VVV Valvoline Inc. Reduce -28.1% 0.31% −0.09

Portfolio Buys Q3 2025 → Q4 2025
FND Floor & Decor Holdings Inc. Class A New 1.09% +1.09
BRO Brown & Brown Inc. New 0.89% +0.89
SFM Sprouts Farmers Market Inc. New 0.83% +0.83
CSL Carlisle Cos Inc. Add +150.8% 1.09% +0.75
WCN Waste Connections Inc. New 0.73% +0.73
CBSH Commerce Bancshares Inc. New 0.60% +0.60
AKAM Akamai Technologies Inc. Add +47.6% 0.93% +0.52
TW Tradeweb Markets Inc. Class A Add +25.3% 1.32% +0.51
CBC Central Bancompany New 0.43% +0.43
WST West Pharmaceutical Services Add +3.6% 1.32% +0.42
SNPS Synopsys Inc. Add +13.8% 1.32% +0.41
ACGL Arch Capital Group Ltd. Add +2.2% 1.29% +0.40
FTV Fortive Corp. Add +8.6% 0.99% +0.39
TOST Toast Inc. Class A Add +19.3% 1.04% +0.37
FDS Factset Research Systems Inc. Add +15.6% 1.01% +0.37
KRMN Karman Holdings Inc. New 0.36% +0.36
DPZ Domino's Pizza Inc. Add +5.3% 1.34% +0.36
MMSI Merit Medical Systems Inc. New 0.33% +0.33
FAST Fastenal Co. Add +23.9% 1.10% +0.29
AXON Axon Enterprise Inc. Add +29.5% 1.04% +0.28
CHWY Chewy Inc. Class A Add +29.5% 0.95% +0.28
BRKR Bruker Corp. Add +125.1% 0.36% +0.28
RAL Ralliant Corp. New 0.26% +0.26
CAI Caris Life Sciences Inc. New 0.26% +0.26
MKTX Marketaxess Holdings Inc. New 0.19% +0.19
EAT Brinker International Inc. New 0.18% +0.18
VCEL Vericel Corp. Add +4.2% 0.38% +0.14
PRCT Procept Biorobotics Corp. Add +0.2% 0.46% +0.07
VEEV Veeva Systems Inc. Class A Add +4.9% 0.92% +0.05
CVLT Commvault Systems Inc. Add +18.0% 0.52% +0.03
NOW ServiceNow Inc. Add +28.3% 0.00% +0.00

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