Clarkston Capital Partners, LLC

Name: Clarkston Capital Partners, LLC 13F holdings, Q2 2026
Creator: Clarkston Capital Partners, LLC
Published: 2026-08-11

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Clarkston Capital Partners, LLC reported 96 stock positions worth $1.2 billion. Its top holding was Post (POST) at 9.0% of the portfolio, followed by Clarivate (CLVT, 8.3%) and Affiliated Managers (AMG, 6.5%). Compared with Q1 2026, it opened 5 new positions, sold out of 8, added to 15 and reduced 63. The biggest buy was Ryan Specialty (RYAN, shares +135%) and the biggest sale an exit from Molson Coors Beverage Class B (TAP).

Most Recent 13F: Q2 2026
Location: Rochester, MI
CIK: 0001562855
Portfolio Value: $1.2B (Q2 2026)
SEC Filing: 0001172661-26-003236 ↗ filed Aug 11, 2026

Holdings Value

Holdings 96 stocks · $1.2B


POST Post Holdings Inc. filed as POST HLDGS INC	8.99%	1,205,915	$106.4M	Add +1.1%
CLVT Clarivate PLC	8.34%	45,734,735	$98.8M	Add +6.7%
AMG Affiliated Managers Group	6.54%	228,683	$77.4M	Reduce -27.1%
AVTR Avantor Inc.	5.68%	6,789,314	$67.2M	Reduce -21.3%
CCC CCC Intelligent Solutions Ho	5.45%	12,516,625	$64.6M	Add +30.7%
LKQ LKQ Corp.	3.60%	1,617,268	$42.6M	Add +5.2%
MIDD Middleby Corp.	3.54%	243,851	$41.9M	Reduce -15.8%
NVST Envista Holdings Corp.	3.28%	1,474,050	$38.8M	Add +24.7%
ROP Roper Technologies Inc.	3.22%	112,559	$38.1M	Add +19.2%
WLY Wiley (john) & Sons Class A	3.11%	759,081	$36.8M	Reduce -19.5%
HSIC Henry Schein Inc. filed as SCHEIN HENRY INC	2.97%	421,074	$35.2M	Reduce -13.0%
LW Lamb Weston Holdings Inc.	2.89%	791,480	$34.2M	Reduce -20.1%
GFL GFL Environmental Inc.-Sub VT	2.73%	878,909	$32.3M	Reduce -5.5%
WAY Waystar Holding Corp.	2.71%	1,560,190	$32.0M	Add +64.1%
PRMB Primo Brands Corp.	2.30%	1,115,527	$27.3M	Reduce -15.3%
RYAN Ryan Specialty Holdings Inc.	2.27%	710,745	$26.8M	Add +135.4%
IT Gartner Inc.	2.16%	197,571	$25.6M	Reduce -13.9%
BRO Brown & Brown Inc.	2.14%	395,886	$25.4M	Reduce -4.6%
LPLA LPL Financial Holdings Inc.	1.82%	76,499	$21.5M	Reduce -20.6%
IQV Iqvia Holdings Inc.	1.71%	104,939	$20.3M	Reduce -19.5%
USFD US Foods Holding Corp.	1.62%	187,615	$19.2M	Reduce -35.2%
ENR Energizer Holdings Inc.	1.54%	848,175	$18.2M	Reduce -39.3%
ABNB Airbnb Inc. Class A	1.47%	121,653	$17.4M	Reduce -18.4%
LSTR Landstar System Inc.	1.44%	82,510	$17.1M	Reduce -23.0%
NEOG Neogen Corp.	1.40%	1,849,288	$16.6M	Reduce -16.1%
BDX Becton Dickinson and Co.	1.37%	106,880	$16.2M	Reduce -18.5%
FIS Fidelity National Info Serv	1.29%	392,663	$15.3M	Reduce -1.3%
FTV Fortive Corp.	1.27%	246,180	$15.0M	Reduce -29.2%
RAL Ralliant Corp.	1.22%	196,135	$14.4M	Reduce -49.0%
TYL Tyler Technologies Inc.	0.95%	38,458	$11.2M	New
CHRW C.H. Robinson Worldwide Inc.	0.94%	58,909	$11.1M	Reduce -49.0%
SCHW Schwab (charles) Corp.	0.83%	106,637	$9.8M	Reduce -12.8%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA	0.75%	111,820	$8.9M	Reduce -29.5%
VEEV Veeva Systems Inc. Class A	0.66%	43,915	$7.8M	New
NIQ Niq Global Intelligence PLC	0.57%	727,875	$6.8M	New
COF Capital One Financial Corp.	0.42%	24,559	$4.9M	Reduce -36.0%
AXP American Express Co.	0.36%	12,679	$4.3M	Reduce -13.5%
BUD Anheuser-Busch Inbev-SPN ADR	0.31%	44,034	$3.6M	Reduce -45.3%
GOOGL Alphabet Inc. Class A	0.29%	9,541	$3.4M	Reduce -30.0%
SYY Sysco Corp.	0.29%	40,425	$3.4M	Reduce -10.1%
MSFT Microsoft Corp.	0.27%	8,628	$3.2M	Reduce -10.2%
IVV iShares Core S&P 500 ETF	0.26%	4,120	$3.1M	Reduce -2.8%
DHR Danaher Corp.	0.25%	15,590	$3.0M	Reduce -13.8%
WTW Willis Towers Watson PLC	0.22%	10,155	$2.7M	Reduce -68.4%
PEP Pepsico Inc.	0.20%	17,650	$2.4M	Reduce -12.6%
PAYX Paychex Inc.	0.19%	22,709	$2.2M	Add +15.8%
AAPL Apple Inc.	0.18%	7,547	$2.2M	Reduce -31.6%
MA Mastercard Inc. Class A	0.18%	4,191	$2.2M	Reduce -3.9%
FDX FedEx Corp.	0.17%	6,618	$2.1M	Reduce -75.5%
SPDW Ste STR SPDR PT DW Eu ETF	0.17%	39,500	$2.0M	No change
BIL SS SPDR BB 1-3M T-Bill ETF	0.17%	21,510	$2.0M	Reduce -64.9%
JNJ Johnson & Johnson	0.16%	7,511	$1.9M	Reduce -23.6%
KDP Keurig Dr Pepper Inc.	0.16%	56,653	$1.9M	Reduce -10.8%
ALC Alcon Inc. filed as ALCON AG	0.14%	25,560	$1.7M	Add +161.6%
TMO Thermo Fisher Scientific Inc.	0.13%	3,088	$1.5M	Reduce -13.7%
DVA Davita Inc.	0.13%	6,954	$1.5M	No change
WDAY Workday Inc. Class A	0.13%	12,566	$1.5M	Reduce -9.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.13%	15,606	$1.5M	Reduce -52.3%
CRM Salesforce Inc.	0.13%	9,472	$1.5M	Reduce -11.0%
MDT Medtronic PLC	0.12%	17,966	$1.4M	Reduce -22.4%
VRSK Verisk Analytics Inc.	0.12%	7,738	$1.4M	New
OTIS Otis Worldwide Corp.	0.12%	19,093	$1.4M	Reduce -2.2%
PG The Procter & Gamble Co.	0.11%	9,056	$1.3M	Reduce -29.4%
CACC Credit Acceptance Corp.	0.11%	2,000	$1.3M	Reduce -50.0%
ZTS Zoetis Inc.	0.10%	16,053	$1.2M	Add +111.7%
GOOG Alphabet Inc. Class C	0.09%	3,135	$1.1M	Reduce -2.5%
ORLY O'reilly Automotive Inc.	0.09%	11,475	$1.1M	No change
SUI Sun Communities Inc. filed as SUN CMNTYS INC	0.09%	8,600	$1.0M	New
NOW ServiceNow Inc.	0.08%	9,265	$920K	Add +15.8%
BRK.B Berkshire Hathaway Inc. Class B	0.07%	1,715	$858K	Reduce -2.3%
IJH iShares Core S&P Midcap ETF	0.07%	11,125	$858K	No change
EFX Equifax Inc.	0.07%	5,331	$846K	Add +29.7%
WM Waste Management Inc.	0.07%	3,786	$844K	Reduce -30.7%
EEM iShares MSCI Emerging Market	0.07%	12,250	$838K	No change
IWM iShares Russell 2000 ETF	0.07%	2,600	$781K	No change
CPRT Copart Inc.	0.06%	27,029	$762K	Reduce -88.4%
BRK.A Berkshire Hathaway Inc. Class A	0.06%	1	$749K	No change
AMZN Amazon.com Inc.	0.06%	3,077	$733K	Reduce -39.6%
EFA iShares MSCI Eafe ETF	0.05%	5,992	$622K	No change
USB US Bancorp	0.05%	9,752	$589K	Reduce -43.2%
SCHD Schwab US DVD Equity ETF	0.05%	17,611	$558K	Add +0.0%
FDXF FedEx Freight Holding Co.	0.04%	3,338	$504K	Reduce -75.3%
F Ford Motor Co. filed as FORD MTR CO	0.04%	32,160	$447K	No change
FNDF Schwab Fndmn Intl LRG Co. ETF	0.03%	7,664	$404K	Reduce -83.7%
NVDA Nvidia Corp.	0.03%	1,990	$398K	Reduce -10.4%
VOO Vanguard S&P 500 ETF	0.03%	556	$382K	No change
FNDX Schwab Fndmntl US LRG Co. ETF	0.03%	11,079	$345K	Reduce -86.9%
ALGN Align Technology Inc.	0.03%	2,000	$337K	Reduce -96.7%
JPM JPMorgan Chase & Co.	0.03%	1,000	$327K	Reduce -3.3%
RTX RTX Corp.	0.03%	1,608	$305K	No change
ORCL Oracle Corp.	0.02%	2,000	$293K	Reduce -14.9%
MRSH Marsh & McLennan Cos	0.02%	1,700	$283K	Reduce -1.4%
LBRDK Liberty Broadband-C	0.02%	8,225	$274K	Add +37.1%
NIC Nicolet Bankshares Inc.	0.02%	1,555	$257K	No change
WFC Wells Fargo & Co.	0.02%	2,650	$219K	No change
DGRO iShares Core Dividend Growth	0.02%	2,755	$209K	Reduce -86.3%

Portfolio Sells Q1 2026 → Q2 2026


TAP Molson Coors Beverage Co. Class B	Sold out	0.00%	−2.19
ALGN Align Technology Inc.	Reduce -96.7%	0.03%	−0.76
IT Gartner Inc.	Reduce -13.9%	2.16%	−0.61
FDX FedEx Corp.	Reduce -75.5%	0.17%	−0.56
BRBR Bellring Brands Inc.	Sold out	0.00%	−0.55
CHRW C.H. Robinson Worldwide Inc.	Reduce -49.0%	0.94%	−0.53
CPRT Copart Inc.	Reduce -88.4%	0.06%	−0.53
IEX Idex Corp.	Sold out	0.00%	−0.52
WTW Willis Towers Watson PLC	Reduce -68.4%	0.22%	−0.49
USFD US Foods Holding Corp.	Reduce -35.2%	1.62%	−0.42
LPLA LPL Financial Holdings Inc.	Reduce -20.6%	1.82%	−0.39
LW Lamb Weston Holdings Inc.	Reduce -20.1%	2.89%	−0.31
BIL SS SPDR BB 1-3M T-Bill ETF	Reduce -64.9%	0.17%	−0.26
GFL GFL Environmental Inc.-Sub VT	Reduce -5.5%	2.73%	−0.23
ENR Energizer Holdings Inc.	Reduce -39.3%	1.54%	−0.22
BDX Becton Dickinson and Co.	Reduce -18.5%	1.37%	−0.21
FTV Fortive Corp.	Reduce -29.2%	1.27%	−0.20
NEOG Neogen Corp.	Reduce -16.1%	1.40%	−0.16
FNDX Schwab Fndmntl US LRG Co. ETF	Reduce -86.9%	0.03%	−0.15
FNDF Schwab Fndmn Intl LRG Co. ETF	Reduce -83.7%	0.03%	−0.14
FIS Fidelity National Info Serv	Reduce -1.3%	1.29%	−0.13
IFF Intl Flavors & Fragrances	Reduce -29.5%	0.75%	−0.13
BUD Anheuser-Busch Inbev-SPN ADR	Reduce -45.3%	0.31%	−0.12
COF Capital One Financial Corp.	Reduce -36.0%	0.42%	−0.12
DIS The Walt Disney Co.	Reduce -52.3%	0.13%	−0.11
FDXF FedEx Freight Holding Co.	Reduce -75.3%	0.04%	−0.11
OAKM Oakmark US Large Cap ETF	Sold out	0.00%	−0.11
DGRO iShares Core Dividend Growth	Reduce -86.3%	0.02%	−0.09
AMG Affiliated Managers Group	Reduce -27.1%	6.54%	−0.09
XOM Exxon Mobil Corp.	Sold out	0.00%	−0.06
SCHW Schwab (charles) Corp.	Reduce -12.8%	0.83%	−0.05
USL United States 12 Month Oil	Sold out	0.00%	−0.05
PEP Pepsico Inc.	Reduce -12.6%	0.20%	−0.04
MDT Medtronic PLC	Reduce -22.4%	0.12%	−0.03
AAPL Apple Inc.	Reduce -31.6%	0.18%	−0.03
PG The Procter & Gamble Co.	Reduce -29.4%	0.11%	−0.03
JAAA Janus Henderson Aaa Clo ETF	Sold out	0.00%	−0.03
VNLA Janus Henderson Short Durati	Sold out	0.00%	−0.03
CRM Salesforce Inc.	Reduce -11.0%	0.13%	−0.03
WM Waste Management Inc.	Reduce -30.7%	0.07%	−0.02
JNJ Johnson & Johnson	Reduce -23.6%	0.16%	−0.02
CACC Credit Acceptance Corp.	Reduce -50.0%	0.11%	−0.02
AMZN Amazon.com Inc.	Reduce -39.6%	0.06%	−0.02
USB US Bancorp	Reduce -43.2%	0.05%	−0.02
GOOGL Alphabet Inc. Class A	Reduce -30.0%	0.29%	−0.01
DHR Danaher Corp.	Reduce -13.8%	0.25%	−0.01
WDAY Workday Inc. Class A	Reduce -9.3%	0.13%	−0.01
TMO Thermo Fisher Scientific Inc.	Reduce -13.7%	0.13%	−0.00
ORCL Oracle Corp.	Reduce -14.9%	0.02%	−0.00
RAL Ralliant Corp.	Reduce -49.0%	1.22%	−0.00

Portfolio Buys Q1 2026 → Q2 2026


RYAN Ryan Specialty Holdings Inc.	Add +135.4%	2.27%	+1.49
CCC CCC Intelligent Solutions Ho	Add +30.7%	5.45%	+1.07
NVST Envista Holdings Corp.	Add +24.7%	3.28%	+0.99
WAY Waystar Holding Corp.	Add +64.1%	2.71%	+0.96
TYL Tyler Technologies Inc.	New	0.95%	+0.95
ROP Roper Technologies Inc.	Add +19.2%	3.22%	+0.67
VEEV Veeva Systems Inc. Class A	New	0.66%	+0.66
NIQ Niq Global Intelligence PLC	New	0.57%	+0.57
LKQ LKQ Corp.	Add +5.2%	3.60%	+0.15
VRSK Verisk Analytics Inc.	New	0.12%	+0.12
ALC Alcon Inc.	Add +161.6%	0.14%	+0.09
SUI Sun Communities Inc.	New	0.09%	+0.09
CLVT Clarivate PLC	Add +6.7%	8.34%	+0.07
PAYX Paychex Inc.	Add +15.8%	0.19%	+0.05
ZTS Zoetis Inc.	Add +111.7%	0.10%	+0.03
EFX Equifax Inc.	Add +29.7%	0.07%	+0.01
NOW ServiceNow Inc.	Add +15.8%	0.08%	+0.01
SCHD Schwab US DVD Equity ETF	Add +0.0%	0.05%	+0.01
LBRDK Liberty Broadband-C	Add +37.1%	0.02%	+0.00
POST Post Holdings Inc.	Add +1.1%	8.99%	−0.01

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	96	$1.2B	POST, CLVT, AMG, AVTR, CCC
Q1 2026	98	$1.3B	POST, CLVT, AMG, AVTR, CCC
Q4 2025	178	$4.3B	POST, AMG, CLVT, AVTR, TAP
Q3 2025	158	$4.6B	POST, AMG, CLVT, AVTR, LPLA
Q2 2025	151	$4.7B	POST, CLVT, AMG, LPLA, USFD
Q1 2025	146	$5.1B	POST, CLVT, TAP, AMG, USFD
Q4 2024	161	$5.2B	POST, CLVT, AMG, LPLA, TAP
Q3 2024	153	$5.4B	CLVT, POST, USFD, AMG, TAP
Q2 2024	153	$5.2B	CLVT, POST, SRCL, USFD, AMG
Q1 2024	154	$5.7B	CLVT, POST, USFD, LPLA, TAP