Clarkston Capital Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Clarkston Capital Partners, LLC reported 146 stock positions worth $5.1 billion. Its top holding was Post (POST) at 7.7% of the portfolio, followed by Clarivate (CLVT, 5.8%) and Molson Coors Beverage Class B (TAP, 5.5%). Compared with Q4 2024, it opened 6 new positions, sold out of 21, added to 53 and reduced 35. The biggest buy was a new position in CCC Intelligent Solutions Ho (CCC) and the biggest sale LPL Financial (LPLA, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- Rochester, MI
- CIK
- 0001562855
- Portfolio Value
- $5.1B (Q1 2025)
- SEC Filing
- 0001398344-25-009360 ↗ filed May 14, 2025
Holdings Value
Holdings 146 stocks · $5.1B
| POST Post Holdings Inc. filed as POST HLDGS INC | 7.72% | 3,364,510 | $391.5M | Add +3.2% |
| CLVT Clarivate PLC | 5.78% | 74,527,914 | $292.9M | Add +5.4% |
| TAP Molson Coors Beverage Co. Class B | 5.47% | 4,553,212 | $277.2M | Add +0.7% |
| AMG Affiliated Managers Group | 5.26% | 1,585,324 | $266.4M | Add +0.8% |
| USFD US Foods Holding Corp. | 4.39% | 3,399,920 | $222.6M | Reduce -7.3% |
| LPLA LPL Financial Holdings Inc. | 4.35% | 674,227 | $220.6M | Reduce -22.7% |
| GFL GFL Environmental Inc.-Sub VT | 4.30% | 4,508,270 | $217.8M | Reduce -15.2% |
| LW Lamb Weston Holdings Inc. | 3.91% | 3,721,559 | $198.4M | Add +21.1% |
| WTW Willis Towers Watson PLC | 3.40% | 510,565 | $172.5M | Add +0.0% |
| CHRW C.H. Robinson Worldwide Inc. | 3.36% | 1,662,009 | $170.2M | Reduce -17.4% |
| SYY Sysco Corp. | 3.17% | 2,141,143 | $160.7M | Add +0.5% |
| AVTR Avantor Inc. | 3.07% | 9,591,950 | $155.5M | Add +17.8% |
| WLY Wiley (john) & Sons Class A | 2.68% | 3,053,500 | $136.1M | Add +0.1% |
| ENR Energizer Holdings Inc. | 2.48% | 4,205,935 | $125.8M | Add +3.2% |
| HSIC Henry Schein Inc. | 2.37% | 1,751,570 | $120.0M | Add +0.4% |
| BRO Brown & Brown Inc. | 2.33% | 950,710 | $118.3M | Add +0.3% |
| LKQ LKQ Corp. | 2.11% | 2,514,295 | $107.0M | Add +0.8% |
| MIDD Middleby Corp. | 2.06% | 688,560 | $104.6M | Add +1.5% |
| CABO Cable One Inc. | 1.87% | 357,192 | $94.9M | Add +34.1% |
| BUD Anheuser-Busch Inbev-SPN ADR | 1.82% | 1,498,297 | $92.2M | Add +0.3% |
| HI Hillenbrand Inc. | 1.79% | 3,760,951 | $90.8M | Add +0.4% |
| FDX FedEx Corp. | 1.65% | 342,482 | $83.5M | Reduce -0.0% |
| NVST Envista Holdings Corp. | 1.60% | 4,686,747 | $80.9M | Add +9.3% |
| SCHW Schwab (charles) Corp. | 1.41% | 915,334 | $71.7M | Reduce -10.0% |
| NEOG Neogen Corp. | 1.07% | 6,276,075 | $54.4M | Add +118.9% |
| DG Dollar General Corp. | 1.02% | 586,431 | $51.6M | Reduce -2.6% |
| WBD Warner Bros Discovery Inc. | 1.00% | 4,715,425 | $50.6M | Add +0.2% |
| CCC CCC Intelligent Solutions Ho | 0.90% | 5,068,230 | $45.8M | New |
| COF Capital One Financial Corp. | 0.84% | 237,252 | $42.5M | Reduce -8.8% |
| AXP American Express Co. | 0.79% | 149,027 | $40.1M | Reduce -8.0% |
| MSFT Microsoft Corp. | 0.76% | 102,860 | $38.6M | Reduce -0.3% |
| CMCSA Comcast Corp. Class A | 0.73% | 998,549 | $36.8M | Add +47.1% |
| MAA Mid-America Apartment Comm | 0.69% | 210,000 | $35.2M | No change |
| AAPL Apple Inc. | 0.69% | 156,324 | $34.7M | Reduce -0.7% |
| KVUE Kenvue Inc. | 0.65% | 1,370,403 | $32.9M | Add +0.3% |
| PAYX Paychex Inc. | 0.64% | 209,010 | $32.2M | Add +0.8% |
| UPS United Parcel Service Class B | 0.63% | 290,299 | $31.9M | Add +38.3% |
| USB US Bancorp | 0.59% | 704,302 | $29.7M | Add +0.2% |
| PEP Pepsico Inc. | 0.58% | 196,249 | $29.4M | Add +8.1% |
| GOOGL Alphabet Inc. Class A | 0.52% | 169,656 | $26.2M | Add +1.1% |
| FTV Fortive Corp. | 0.49% | 337,610 | $24.7M | Add +2.4% |
| MDT Medtronic PLC | 0.49% | 273,688 | $24.6M | Add +0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.47% | 240,572 | $23.7M | Add +1.0% |
| ICLR Icon PLC | 0.46% | 133,465 | $23.4M | Add +33.4% |
| MA Mastercard Inc. Class A | 0.46% | 42,493 | $23.3M | Add +1.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.46% | 253,176 | $23.2M | Add +4.0% |
| PG The Procter & Gamble Co. | 0.42% | 124,126 | $21.2M | Add +1.9% |
| JNJ Johnson & Johnson | 0.41% | 124,377 | $20.6M | Add +2.5% |
| KDP Keurig Dr Pepper Inc. | 0.41% | 601,847 | $20.6M | Add +1.6% |
| DEO Diageo PLC-Sponsored ADR | 0.40% | 195,744 | $20.5M | Add +1.4% |
| BDX Becton Dickinson and Co. | 0.40% | 87,664 | $20.1M | Add +2.4% |
| LESLIES INC | 0.34% | 23,191,550 | $17.1M | Add +0.6% |
| WM Waste Management Inc. | 0.34% | 73,392 | $17.0M | Add +3.5% |
| ALGN Align Technology Inc. | 0.30% | 95,790 | $15.2M | New |
| ABNB Airbnb Inc. Class A | 0.21% | 89,415 | $10.7M | New |
| BX Blackstone Inc. | 0.21% | 75,325 | $10.5M | No change |
| OTIS Otis Worldwide Corp. | 0.20% | 96,668 | $10.0M | Add +2.4% |
| SFBS Servisfirst Bancshares Inc. | 0.20% | 120,000 | $9.9M | No change |
| META Meta Platforms Inc. Class A | 0.18% | 16,251 | $9.4M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.16% | 10,000 | $8.3M | No change |
| EPD Enterprise Products Partners | 0.14% | 201,400 | $6.9M | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 0.13% | 54,982 | $6.5M | Reduce -0.5% |
| GS Goldman Sachs Group Inc. | 0.11% | 10,000 | $5.5M | No change |
| CSCO Cisco Systems Inc. | 0.09% | 77,700 | $4.8M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.09% | 6 | $4.8M | Add +500.0% |
| FIS Fidelity National Info Serv | 0.09% | 63,000 | $4.7M | No change |
| IQV Iqvia Holdings Inc. | 0.08% | 24,000 | $4.2M | No change |
| PM Philip Morris International | 0.08% | 25,900 | $4.1M | No change |
| MCK McKesson Corp. | 0.08% | 5,840 | $3.9M | No change |
| IVV iShares Core S&P 500 ETF | 0.07% | 6,055 | $3.4M | No change |
| COST Costco Wholesale Corp. | 0.07% | 3,527 | $3.3M | Reduce -4.7% |
| VOO Vanguard S&P 500 ETF | 0.06% | 6,110 | $3.1M | Reduce -0.0% |
| BMY Bristol-Myers Squibb Co. | 0.06% | 46,000 | $2.8M | No change |
| SO The Southern Co. | 0.05% | 30,000 | $2.8M | No change |
| AMZN Amazon.com Inc. | 0.05% | 13,622 | $2.6M | Reduce -0.5% |
| HD Home Depot Inc. | 0.05% | 6,797 | $2.5M | Reduce -1.7% |
| DUK Duke Energy Corp. | 0.05% | 20,210 | $2.5M | Reduce -0.1% |
| NUE Nucor Corp. | 0.05% | 20,000 | $2.4M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 4,140 | $2.3M | Add +23.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 54,700 | $2.3M | No change |
| KO The Coca-Cola Co. | 0.04% | 30,915 | $2.2M | No change |
| CVX Chevron Corp. | 0.04% | 13,024 | $2.2M | No change |
| CACC Credit Acceptance Corp. | 0.04% | 4,000 | $2.1M | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.04% | 60,000 | $2.0M | No change |
| ET Energy Transfer LP | 0.04% | 100,000 | $1.9M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 7,050 | $1.8M | Reduce -2.1% |
| PFE Pfizer Inc. | 0.03% | 66,688 | $1.7M | Add +17.6% |
| MCD McDonald's Corp. | 0.03% | 5,400 | $1.7M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 0.03% | 10,775 | $1.7M | Add +0.5% |
| MRK Merck & Co. Inc. | 0.03% | 18,107 | $1.6M | No change |
| IWF iShares Russell 1000 Growth | 0.03% | 4,364 | $1.6M | Add +7.8% |
| ES Eversource Energy | 0.03% | 25,000 | $1.6M | No change |
| AWK American Water Works Co. Inc. | 0.03% | 10,000 | $1.5M | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.03% | 39,500 | $1.4M | No change |
| PRU Prudential Financial Inc. | 0.03% | 12,500 | $1.4M | No change |
| SYK Stryker Corp. | 0.03% | 3,572 | $1.3M | Reduce -1.4% |
| V Visa Inc. Class A | 0.03% | 3,628 | $1.3M | Reduce -3.3% |
| FRME First Merchants Corp. | 0.02% | 31,113 | $1.3M | Reduce -10.3% |
| ISRG Intuitive Surgical Inc. | 0.02% | 2,482 | $1.2M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.02% | 2,296 | $1.2M | Add +3.4% |
Portfolio Sells Q4 2024 → Q1 2025
| LPLA LPL Financial Holdings Inc. | Reduce -22.7% | 4.35% | −1.11 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -17.4% | 3.36% | −0.63 |
| USFD US Foods Holding Corp. | Reduce -7.3% | 4.39% | −0.35 |
| MMM 3M Co. | Sold out | 0.00% | −0.25 |
| GFL GFL Environmental Inc.-Sub VT | Reduce -15.2% | 4.30% | −0.24 |
| FDX FedEx Corp. | Reduce -0.0% | 1.65% | −0.20 |
| AXP American Express Co. | Reduce -8.0% | 0.79% | −0.13 |
| MSFT Microsoft Corp. | Reduce -0.3% | 0.76% | −0.07 |
| AAPL Apple Inc. | Reduce -0.7% | 0.69% | −0.07 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.07 |
| COF Capital One Financial Corp. | Reduce -8.8% | 0.84% | −0.05 |
| SUI Sun Communities Inc. | Sold out | 0.00% | −0.04 |
| SCHW Schwab (charles) Corp. | Reduce -10.0% | 1.41% | −0.03 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.02 |
| PNW Pinnacle West Capital | Sold out | 0.00% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 0.05% | −0.01 |
| NVDA Nvidia Corp. | Reduce -14.3% | 0.01% | −0.01 |
| SCHB Schwab US Broad Market ETF | Sold out | 0.00% | −0.00 |
| HD Home Depot Inc. | Reduce -1.7% | 0.05% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -11.9% | 0.01% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.00 |
| ACN Accenture PLC Class A | Reduce -3.6% | 0.02% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.00 |
| FRME First Merchants Corp. | Reduce -10.3% | 0.02% | −0.00 |
| ADC Agree Realty Corp. | Reduce -29.8% | 0.01% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.00 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.00 |
| SCHV Schwab US Large-Cap Value | Sold out | 0.00% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -0.0% | 0.06% | −0.00 |
| ITW Illinois Tool Works | Reduce -6.6% | 0.01% | −0.00 |
| OPTU Optimum Communications Inc. Class A | Sold out | 0.00% | −0.00 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.00 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.00 |
| NFLX Netflix Inc. | Reduce -16.8% | 0.01% | −0.00 |
| FXI iShares China Large-Cap ETF | Sold out | 0.00% | −0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Sold out | 0.00% | −0.00 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.00 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.00 |
| WMT Walmart Inc. | Reduce -2.5% | 0.01% | −0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -4.9% | 0.01% | +0.00 |
| ABBV Abbvie Inc. | Reduce -12.9% | 0.01% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.6% | 0.01% | +0.00 |
| COST Costco Wholesale Corp. | Reduce -4.7% | 0.07% | +0.00 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 0.18% | +0.00 |
| SYK Stryker Corp. | Reduce -1.4% | 0.03% | +0.00 |
| V Visa Inc. Class A | Reduce -3.3% | 0.03% | +0.00 |
| ABT Abbott Laboratories | Reduce -1.7% | 0.02% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| CCC CCC Intelligent Solutions Ho | New | 0.90% | +0.90 |
| POST Post Holdings Inc. | Add +3.2% | 7.72% | +0.58 |
| TAP Molson Coors Beverage Co. Class B | Add +0.7% | 5.47% | +0.50 |
| BRO Brown & Brown Inc. | Add +0.3% | 2.33% | +0.48 |
| NEOG Neogen Corp. | Add +118.9% | 1.07% | +0.41 |
| BUD Anheuser-Busch Inbev-SPN ADR | Add +0.3% | 1.82% | +0.39 |
| LKQ LKQ Corp. | Add +0.8% | 2.11% | +0.35 |
| WTW Willis Towers Watson PLC | Add +0.0% | 3.40% | +0.34 |
| MIDD Middleby Corp. | Add +1.5% | 2.06% | +0.30 |
| ALGN Align Technology Inc. | New | 0.30% | +0.30 |
| CMCSA Comcast Corp. Class A | Add +47.1% | 0.73% | +0.24 |
| ABNB Airbnb Inc. Class A | New | 0.21% | +0.21 |
| WLY Wiley (john) & Sons Class A | Add +0.1% | 2.68% | +0.13 |
| UPS United Parcel Service Class B | Add +38.3% | 0.63% | +0.12 |
| KVUE Kenvue Inc. | Add +0.3% | 0.65% | +0.09 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +500.0% | 0.09% | +0.08 |
| PAYX Paychex Inc. | Add +0.8% | 0.64% | +0.08 |
| JNJ Johnson & Johnson | Add +2.5% | 0.41% | +0.07 |
| MDT Medtronic PLC | Add +0.3% | 0.49% | +0.07 |
| WM Waste Management Inc. | Add +3.5% | 0.34% | +0.06 |
| ICLR Icon PLC | Add +33.4% | 0.46% | +0.06 |
| HSIC Henry Schein Inc. | Add +0.4% | 2.37% | +0.05 |
| PEP Pepsico Inc. | Add +8.1% | 0.58% | +0.05 |
| SYY Sysco Corp. | Add +0.5% | 3.17% | +0.05 |
| WBD Warner Bros Discovery Inc. | Add +0.2% | 1.00% | +0.05 |
| KDP Keurig Dr Pepper Inc. | Add +1.6% | 0.41% | +0.04 |
| MA Mastercard Inc. Class A | Add +1.1% | 0.46% | +0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +4.0% | 0.46% | +0.03 |
| OTIS Otis Worldwide Corp. | Add +2.4% | 0.20% | +0.03 |
| PG The Procter & Gamble Co. | Add +1.9% | 0.42% | +0.03 |
| CABO Cable One Inc. | Add +34.1% | 1.87% | +0.03 |
| BDX Becton Dickinson and Co. | Add +2.4% | 0.40% | +0.02 |
| FTV Fortive Corp. | Add +2.4% | 0.49% | +0.01 |
| NVST Envista Holdings Corp. | Add +9.3% | 1.60% | +0.01 |
| MMI Marcus & Millichap Inc. | New | 0.01% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +23.7% | 0.05% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.4% | 0.02% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.00% | +0.00 |
| PFE Pfizer Inc. | Add +17.6% | 0.03% | +0.00 |
| AMGN Amgen Inc. | New | 0.00% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +20.6% | 0.01% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +2.0% | 0.01% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +11.4% | 0.01% | 0.00 |
| IWF iShares Russell 1000 Growth | Add +7.8% | 0.03% | −0.00 |
| TGT Target Corp. | Add +1.6% | 0.00% | −0.00 |
| ORCL Oracle Corp. | Add +1.1% | 0.02% | −0.00 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 0.03% | −0.01 |
| TSLA Tesla Inc. | Add +3.3% | 0.02% | −0.01 |
| LW Lamb Weston Holdings Inc. | Add +21.1% | 3.91% | −0.02 |
| DIS The Walt Disney Co. | Add +1.0% | 0.47% | −0.04 |
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 |