Clarkston Capital Partners, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Clarkston Capital Partners, LLC reported 161 stock positions worth $5.2 billion. Its top holding was Post (POST) at 7.1% of the portfolio, followed by Clarivate (CLVT, 6.9%) and Affiliated Managers (AMG, 5.6%). Compared with Q3 2024, it opened 14 new positions, sold out of 6, added to 29 and reduced 55. The biggest buy was a new position in Middleby (MIDD) and the biggest sale an exit from Stericycle (SRCL).

Most Recent 13F
Q2 2026
Location
Rochester, MI
CIK
0001562855
Portfolio Value
$5.2B (Q4 2024)
SEC Filing
0001398344-25-002606 ↗ filed Feb 13, 2025

Holdings Value

0$2.0B$4.0B$6.0B Q1 2024: $5.7B Q1 2024 Q2 2024: $5.2B Q2 2024 Q3 2024: $5.4B Q3 2024 Q4 2024: $5.2B $5.2B Q4 2024 Q1 2025: $5.1B Q1 2025 Q2 2025: $4.7B Q2 2025 Q3 2025: $4.6B Q3 2025 Q4 2025: $4.3B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $1.2B Q2 2026

Holdings 161 stocks · $5.2B
POST Post Holdings Inc. filed as POST HLDGS INC 7.15% 3,259,185 $373.0M Reduce -2.5%
CLVT Clarivate PLC 6.88% 70,733,831 $359.3M Add +8.1%
AMG Affiliated Managers Group 5.57% 1,572,189 $290.7M Reduce -11.4%
LPLA LPL Financial Holdings Inc. 5.46% 872,283 $284.8M Reduce -10.7%
TAP Molson Coors Beverage Co. Class B 4.96% 4,519,677 $259.1M Reduce -2.4%
USFD US Foods Holding Corp. 4.74% 3,666,227 $247.3M Reduce -34.3%
GFL GFL Environmental Inc.-Sub VT 4.54% 5,318,610 $236.9M Reduce -12.4%
CHRW C.H. Robinson Worldwide Inc. 3.98% 2,012,707 $208.0M Reduce -2.9%
LW Lamb Weston Holdings Inc. 3.93% 3,072,704 $205.3M Reduce -1.1%
AVTR Avantor Inc. 3.29% 8,145,825 $171.6M Add +43.6%
SYY Sysco Corp. 3.12% 2,131,171 $162.9M Reduce -2.6%
WTW Willis Towers Watson PLC 3.06% 510,500 $159.9M Reduce -2.4%
ENR Energizer Holdings Inc. 2.73% 4,077,205 $142.3M Reduce -14.6%
WLY Wiley (john) & Sons Class A 2.55% 3,048,882 $133.3M Reduce -7.1%
HSIC Henry Schein Inc. 2.31% 1,744,225 $120.7M Add +24.8%
HI Hillenbrand Inc. 2.21% 3,746,751 $115.3M Reduce -0.3%
BRO Brown & Brown Inc. 1.85% 947,980 $96.7M Reduce -2.9%
CABO Cable One Inc. 1.85% 266,258 $96.4M Reduce -3.1%
FDX FedEx Corp. 1.85% 342,598 $96.4M Reduce -1.6%
MIDD Middleby Corp. 1.76% 678,250 $91.9M New
LKQ LKQ Corp. 1.76% 2,494,650 $91.7M New
NVST Envista Holdings Corp. 1.58% 4,288,075 $82.7M Reduce -1.4%
SCHW Schwab (charles) Corp. 1.44% 1,017,095 $75.3M Reduce -0.4%
BUD Anheuser-Busch Inbev-SPN ADR 1.43% 1,493,842 $74.8M Add +30.3%
LESLIES INC 0.98% 23,052,900 $51.4M Reduce -1.6%
WBD Warner Bros Discovery Inc. 0.95% 4,706,175 $49.7M Reduce -0.9%
AXP American Express Co. 0.92% 161,912 $48.1M Reduce -3.4%
COF Capital One Financial Corp. 0.89% 260,091 $46.4M Reduce -6.2%
DG Dollar General Corp. 0.87% 602,061 $45.6M Reduce -6.5%
MSFT Microsoft Corp. 0.83% 103,118 $43.5M Reduce -2.0%
AAPL Apple Inc. 0.76% 157,366 $39.4M Add +0.2%
NEOG Neogen Corp. 0.67% 2,866,666 $34.8M New
USB US Bancorp 0.64% 702,707 $33.6M Reduce -2.7%
MAA Mid-America Apartment Comm 0.62% 210,000 $32.5M No change
GOOGL Alphabet Inc. Class A 0.61% 167,810 $31.8M Add +0.6%
KVUE Kenvue Inc. 0.56% 1,365,583 $29.2M Reduce -0.3%
PAYX Paychex Inc. 0.56% 207,401 $29.1M Add +0.1%
PEP Pepsico Inc. 0.53% 181,624 $27.6M Add +0.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.51% 238,233 $26.5M Reduce -0.3%
UPS United Parcel Service Class B 0.51% 209,886 $26.5M Add +2.8%
CMCSA Comcast Corp. Class A 0.49% 678,694 $25.5M Add +0.4%
FTV Fortive Corp. 0.47% 329,620 $24.7M Add +0.3%
DEO Diageo PLC-Sponsored ADR 0.47% 193,049 $24.5M Add +0.3%
BIL SS SPDR BB 1-3M T-Bill ETF 0.43% 243,363 $22.3M Reduce -3.2%
MA Mastercard Inc. Class A 0.42% 42,027 $22.1M Add +0.6%
MDT Medtronic PLC 0.42% 272,778 $21.8M Add +0.6%
ICLR Icon PLC 0.40% 100,055 $21.0M New
PG The Procter & Gamble Co. 0.39% 121,774 $20.4M Reduce -0.4%
BDX Becton Dickinson and Co. 0.37% 85,647 $19.4M New
KDP Keurig Dr Pepper Inc. 0.36% 592,517 $19.0M Add +0.6%
JNJ Johnson & Johnson 0.34% 121,313 $17.5M Reduce -1.5%
WM Waste Management Inc. 0.27% 70,874 $14.3M Add +3.1%
MMM 3M Co. 0.25% 102,714 $13.3M Reduce -26.9%
BX Blackstone Inc. 0.25% 75,325 $13.0M No change
SFBS Servisfirst Bancshares Inc. 0.19% 120,000 $10.2M No change
META Meta Platforms Inc. Class A 0.18% 16,371 $9.6M Add +0.9%
OTIS Otis Worldwide Corp. 0.17% 94,405 $8.7M New
LLY Eli Lilly & Co. 0.15% 10,000 $7.7M Reduce -0.7%
EPD Enterprise Products Partners 0.12% 204,600 $6.4M No change
XOM Exxon Mobil Corp. 0.11% 55,232 $5.9M Reduce -0.4%
GS Goldman Sachs Group Inc. 0.11% 10,000 $5.7M No change
FIS Fidelity National Info Serv 0.10% 63,000 $5.1M No change
IQV Iqvia Holdings Inc. 0.09% 24,000 $4.7M Add +60.0%
CSCO Cisco Systems Inc. 0.09% 77,700 $4.6M Reduce -2.5%
CHTR Charter Communications Inc. Class A 0.07% 10,500 $3.6M No change
IVV iShares Core S&P 500 ETF 0.07% 6,055 $3.6M Reduce -7.6%
COST Costco Wholesale Corp. 0.06% 3,699 $3.4M Reduce -14.2%
MCK McKesson Corp. 0.06% 5,840 $3.3M No change
VOO Vanguard S&P 500 ETF 0.06% 6,111 $3.3M Add +0.1%
PM Philip Morris International 0.06% 25,900 $3.1M No change
AMZN Amazon.com Inc. 0.06% 13,694 $3.0M Add +8.1%
HD Home Depot Inc. 0.05% 6,912 $2.7M No change
BMY Bristol-Myers Squibb Co. 0.05% 46,000 $2.6M No change
SO The Southern Co. 0.05% 30,000 $2.5M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 54,700 $2.4M No change
NUE Nucor Corp. 0.04% 20,000 $2.3M No change
DUK Duke Energy Corp. 0.04% 20,230 $2.2M Add +0.1%
GOOG Alphabet Inc. Class C 0.04% 10,720 $2.0M Add +2.3%
SUI Sun Communities Inc. filed as SUN CMNTYS INC 0.04% 16,000 $2.0M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.04% 3,346 $2.0M Reduce -1.5%
ET Energy Transfer LP 0.04% 100,000 $2.0M Reduce -3.7%
KO The Coca-Cola Co. 0.04% 30,915 $1.9M No change
CVX Chevron Corp. 0.04% 13,024 $1.9M No change
CACC Credit Acceptance Corp. 0.04% 4,000 $1.9M No change
MRK Merck & Co. Inc. 0.03% 18,107 $1.8M Add +13.7%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.03% 60,000 $1.8M No change
IWF iShares Russell 1000 Growth 0.03% 4,048 $1.6M No change
MCD McDonald's Corp. 0.03% 5,504 $1.6M Reduce -7.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 7,205 $1.6M New
PFE Pfizer Inc. 0.03% 56,688 $1.5M Reduce -1.9%
PRU Prudential Financial Inc. 0.03% 12,500 $1.5M No change
DKNG Draftkings Inc. Class A 0.03% 38,835 $1.4M No change
ES Eversource Energy 0.03% 25,000 $1.4M No change
FRME First Merchants Corp. 0.03% 34,696 $1.4M No change
SPDW Ste STR SPDR PT DW Eu ETF 0.03% 39,500 $1.3M No change
SYK Stryker Corp. 0.03% 3,622 $1.3M Reduce -4.0%
ISRG Intuitive Surgical Inc. 0.02% 2,482 $1.3M No change
AWK American Water Works Co. Inc. 0.02% 10,000 $1.2M No change
TSLA Tesla Inc. 0.02% 3,075 $1.2M New
V Visa Inc. Class A 0.02% 3,752 $1.2M Add +0.2%
NVDA Nvidia Corp. 0.02% 8,090 $1.1M Add +21.8%
DVA Davita Inc. 0.02% 6,954 $1.0M No change
ORCL Oracle Corp. 0.02% 6,222 $1.0M Add +1.3%
BRK.B Berkshire Hathaway Inc. Class B 0.02% 2,221 $1.0M Reduce -17.6%
TXN Texas Instruments Inc. 0.02% 5,200 $975K Reduce -0.2%
ACN Accenture PLC Class A 0.02% 2,750 $967K Reduce -38.5%
ORLY O'reilly Automotive Inc. 0.02% 765 $907K No change
JPST JPMorgan Ultra-Short Income 0.02% 17,000 $856K No change
ONB Old National Bancorp 0.02% 37,353 $811K No change
ITW Illinois Tool Works 0.01% 3,045 $772K Reduce -21.8%
IJH iShares Core S&P Midcap ETF 0.01% 11,125 $693K No change
ABT Abbott Laboratories 0.01% 6,042 $683K No change
BRK.A Berkshire Hathaway Inc. Class A 0.01% 1 $681K No change
ADP Automatic Data Processing 0.01% 2,260 $662K Reduce -22.3%
IWM iShares Russell 2000 ETF 0.01% 2,950 $652K No change
BSX Boston Scientific Corp. 0.01% 6,500 $581K No change
ABBV Abbvie Inc. 0.01% 3,100 $551K Reduce -7.5%
SCHD Schwab US DVD Equity ETF 0.01% 19,327 $528K No change
PHM Pultegroup Inc. 0.01% 4,829 $526K No change
EEM iShares MSCI Emerging Market 0.01% 12,250 $512K No change
EFA iShares MSCI Eafe ETF 0.01% 6,302 $477K No change
USL United States 12 Month Oil 0.01% 12,500 $475K No change
LBRDK Liberty Broadband-C 0.01% 6,000 $449K No change
IEFA iShares Core MSCI Eafe ETF 0.01% 6,086 $428K No change
JPM JPMorgan Chase & Co. 0.01% 1,773 $425K Reduce -9.8%
PNW Pinnacle West Capital 0.01% 5,000 $424K Reduce -9.1%
VGT Vanguard Info Tech ETF 0.01% 648 $403K No change
QCOM Qualcomm Inc. 0.01% 2,551 $392K Reduce -16.4%
MRSH Marsh & McLennan Cos 0.01% 1,725 $366K No change
WMT Walmart Inc. 0.01% 4,040 $365K Reduce -17.6%
PLTR Palantir Technologies Inc. Class A 0.01% 4,810 $364K New
F Ford Motor Co. filed as FORD MTR CO 0.01% 36,060 $357K Reduce -1.6%
TMO Thermo Fisher Scientific Inc. 0.01% 675 $351K No change
ADC Agree Realty Corp. 0.01% 4,700 $331K No change
DHR Danaher Corp. 0.01% 1,400 $321K No change
TGT Target Corp. 0.01% 2,300 $311K Reduce -6.0%
FICO Fair Isaac Corp. 0.01% 150 $299K Reduce -50.0%
NFLX Netflix Inc. 0.01% 327 $291K New
GD General Dynamics Corp. 0.01% 1,081 $285K No change
DE Deere & Co. 0.00% 600 $254K No change
RY Royal Bank of Canada 0.00% 2,106 $254K No change
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM 0.00% 4,000 $253K No change
CMA Comerica Inc. 0.00% 3,615 $224K No change
INTU Intuit Inc. 0.00% 346 $217K No change
RTX RTX Corp. 0.00% 1,868 $216K New
SCHB Schwab US Broad Market ETF 0.00% 5,862 $133K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.00% 586 $116K No change
VTI VG Morningstar TS MKT ETF-US 0.00% 365 $106K New
SCHX Schwab US Large-Cap ETF 0.00% 2,787 $65K Add +9.3%
ABCL Abcellera Biologics Inc. 0.00% 22,000 $64K No change
SCHV Schwab US Large-Cap Value 0.00% 2,208 $58K No change
IWO iShares Russell 2000 Growth 0.00% 193 $55K No change
OPTU Optimum Communications Inc. Class A filed as ALTICE USA INC 0.00% 17,300 $42K Reduce -98.1%
SCHF Schwab Intl Equity ETF 0.00% 1,834 $34K Add +1.3%
IWB iShares Russell 1000 ETF 0.00% 103 $33K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.00% 589 $16K No change
SCHO Schwab Short-Term US Treas 0.00% 644 $15K Add +1.9%
FXI iShares China Large-Cap ETF 0.00% 478 $15K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.00% 34 $14K New
VTV Vanguard Mrngstr Val ETF-Aui 0.00% 60 $10K New
SCHP Schwab U.S. Tips ETF 0.00% 310 $8K No change

Portfolio Sells Q3 2024 → Q4 2024
SRCL Stericycle Inc. Sold out 0.00% −4.27
USFD US Foods Holding Corp. Reduce -34.3% 4.74% −1.58
BEN Franklin Templeton Inc. Sold out 0.00% −0.40
LESLIES INC Reduce -1.6% 0.98% −0.38
WLY Wiley (john) & Sons Class A Reduce -7.1% 2.55% −0.36
AMG Affiliated Managers Group Reduce -11.4% 5.57% −0.23
CHRW C.H. Robinson Worldwide Inc. Reduce -2.9% 3.98% −0.22
MKC McCormick & Co.-Non VTG SHRS Sold out 0.00% −0.17
DG Dollar General Corp. Reduce -6.5% 0.87% −0.13
MMM 3M Co. Reduce -26.9% 0.25% −0.10
ENR Energizer Holdings Inc. Reduce -14.6% 2.73% −0.06
OPTU Optimum Communications Inc. Class A Reduce -98.1% 0.00% −0.04
JNJ Johnson & Johnson Reduce -1.5% 0.34% −0.03
KVUE Kenvue Inc. Reduce -0.3% 0.56% −0.02
SYY Sysco Corp. Reduce -2.6% 3.12% −0.02
LLY Eli Lilly & Co. Reduce -0.7% 0.15% −0.02
ACN Accenture PLC Class A Reduce -38.5% 0.02% −0.01
BRO Brown & Brown Inc. Reduce -2.9% 1.85% −0.01
XOM Exxon Mobil Corp. Reduce -0.4% 0.11% −0.01
COST Costco Wholesale Corp. Reduce -14.2% 0.06% −0.01
FICO Fair Isaac Corp. Reduce -50.0% 0.01% −0.01
OKE Oneok Inc. Sold out 0.00% −0.00
ITW Illinois Tool Works Reduce -21.8% 0.01% −0.00
AMGN Amgen Inc. Sold out 0.00% −0.00
UNH Unitedhealth Group Inc. Sold out 0.00% −0.00
BRK.B Berkshire Hathaway Inc. Class B Reduce -17.6% 0.02% −0.00
MCD McDonald's Corp. Reduce -7.0% 0.03% −0.00
ADP Automatic Data Processing Reduce -22.3% 0.01% −0.00
QCOM Qualcomm Inc. Reduce -16.4% 0.01% −0.00
PFE Pfizer Inc. Reduce -1.9% 0.03% −0.00
ABBV Abbvie Inc. Reduce -7.5% 0.01% −0.00
IVV iShares Core S&P 500 ETF Reduce -7.6% 0.07% −0.00
TGT Target Corp. Reduce -6.0% 0.01% −0.00
TXN Texas Instruments Inc. Reduce -0.2% 0.02% −0.00
PNW Pinnacle West Capital Reduce -9.1% 0.01% −0.00
F Ford Motor Co. Reduce -1.6% 0.01% −0.00
WMT Walmart Inc. Reduce -17.6% 0.01% −0.00
SYK Stryker Corp. Reduce -4.0% 0.03% −0.00
MSFT Microsoft Corp. Reduce -2.0% 0.83% 0.00
JPM JPMorgan Chase & Co. Reduce -9.8% 0.01% +0.00
PG The Procter & Gamble Co. Reduce -0.4% 0.39% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.5% 0.04% +0.00
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -3.2% 0.43% +0.00
NVST Envista Holdings Corp. Reduce -1.4% 1.58% +0.01
ET Energy Transfer LP Reduce -3.7% 0.04% +0.01
CSCO Cisco Systems Inc. Reduce -2.5% 0.09% +0.01
POST Post Holdings Inc. Reduce -2.5% 7.15% +0.03
USB US Bancorp Reduce -2.7% 0.64% +0.04
TAP Molson Coors Beverage Co. Class B Reduce -2.4% 4.96% +0.07
CABO Cable One Inc. Reduce -3.1% 1.85% +0.08

Portfolio Buys Q3 2024 → Q4 2024
MIDD Middleby Corp. New 1.76% +1.76
LKQ LKQ Corp. New 1.76% +1.76
NEOG Neogen Corp. New 0.67% +0.67
AVTR Avantor Inc. Add +43.6% 3.29% +0.59
HSIC Henry Schein Inc. Add +24.8% 2.31% +0.44
ICLR Icon PLC New 0.40% +0.40
BDX Becton Dickinson and Co. New 0.37% +0.37
OTIS Otis Worldwide Corp. New 0.17% +0.17
GOOGL Alphabet Inc. Class A Add +0.6% 0.61% +0.10
AAPL Apple Inc. Add +0.2% 0.76% +0.08
PAYX Paychex Inc. Add +0.1% 0.56% +0.05
MA Mastercard Inc. Class A Add +0.6% 0.42% +0.04
BUD Anheuser-Busch Inbev-SPN ADR Add +30.3% 1.43% +0.04
IBM Intl Business Machines Corp. New 0.03% +0.03
IQV Iqvia Holdings Inc. Add +60.0% 0.09% +0.03
TSLA Tesla Inc. New 0.02% +0.02
AMZN Amazon.com Inc. Add +8.1% 0.06% +0.01
META Meta Platforms Inc. Class A Add +0.9% 0.18% +0.01
WM Waste Management Inc. Add +3.1% 0.27% +0.01
PLTR Palantir Technologies Inc. Class A New 0.01% +0.01
GOOG Alphabet Inc. Class C Add +2.3% 0.04% +0.01
NVDA Nvidia Corp. Add +21.8% 0.02% +0.01
NFLX Netflix Inc. New 0.01% +0.01
RTX RTX Corp. New 0.00% +0.00
VOO Vanguard S&P 500 ETF Add +0.1% 0.06% +0.00
V Visa Inc. Class A Add +0.2% 0.02% +0.00
VTI VG Morningstar TS MKT ETF-US New 0.00% +0.00
MRK Merck & Co. Inc. Add +13.7% 0.03% +0.00
ORCL Oracle Corp. Add +1.3% 0.02% +0.00
VUG Vanguard Mrngstar GR ETF-Sui New 0.00% +0.00
SCHX Schwab US Large-Cap ETF Add +9.3% 0.00% +0.00
VTV Vanguard Mrngstr Val ETF-Aui New 0.00% +0.00
SCHF Schwab Intl Equity ETF Add +1.3% 0.00% 0.00
SCHO Schwab Short-Term US Treas Add +1.9% 0.00% 0.00
DUK Duke Energy Corp. Add +0.1% 0.04% −0.00
FTV Fortive Corp. Add +0.3% 0.47% −0.00
UPS United Parcel Service Class B Add +2.8% 0.51% −0.00
DEO Diageo PLC-Sponsored ADR Add +0.3% 0.47% −0.03
CMCSA Comcast Corp. Class A Add +0.4% 0.49% −0.03
MDT Medtronic PLC Add +0.6% 0.42% −0.03
PEP Pepsico Inc. Add +0.4% 0.53% −0.04
KDP Keurig Dr Pepper Inc. Add +0.6% 0.36% −0.04
CLVT Clarivate PLC Add +8.1% 6.88% −1.66

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 96$1.2BPOST, CLVT, AMG, AVTR, CCC
Q1 2026 98$1.3BPOST, CLVT, AMG, AVTR, CCC
Q4 2025 178$4.3BPOST, AMG, CLVT, AVTR, TAP
Q3 2025 158$4.6BPOST, AMG, CLVT, AVTR, LPLA
Q2 2025 151$4.7BPOST, CLVT, AMG, LPLA, USFD
Q1 2025 146$5.1BPOST, CLVT, TAP, AMG, USFD
Q4 2024 161$5.2BPOST, CLVT, AMG, LPLA, TAP
Q3 2024 153$5.4BCLVT, POST, USFD, AMG, TAP
Q2 2024 153$5.2BCLVT, POST, SRCL, USFD, AMG
Q1 2024 154$5.7BCLVT, POST, USFD, LPLA, TAP