Clarkston Capital Partners, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Clarkston Capital Partners, LLC reported 151 stock positions worth $4.7 billion. Its top holding was Post (POST) at 7.0% of the portfolio, followed by Clarivate (CLVT, 6.4%) and Affiliated Managers (AMG, 6.0%). Compared with Q1 2025, it opened 10 new positions, sold out of 6, added to 35 and reduced 49. The biggest buy was Avantor (AVTR, shares +46%) and the biggest sale an exit from Cable One (CABO).

Most Recent 13F
Q2 2026
Location
Rochester, MI
CIK
0001562855
Portfolio Value
$4.7B (Q2 2025)
SEC Filing
0001398344-25-015184 ↗ filed Aug 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 Q4 2024 Q1 2025: $5.1B Q1 2025 Q2 2025: $4.7B $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 151 stocks · $4.7B
POST Post Holdings Inc. filed as POST HLDGS INC 7.05% 3,043,770 $331.9M Reduce -9.5%
CLVT Clarivate PLC 6.39% 70,030,431 $301.1M Reduce -6.0%
AMG Affiliated Managers Group 6.00% 1,435,354 $282.4M Reduce -9.5%
LPLA LPL Financial Holdings Inc. 4.77% 598,782 $224.5M Reduce -11.2%
USFD US Foods Holding Corp. 4.43% 2,708,185 $208.6M Reduce -20.4%
AVTR Avantor Inc. 4.00% 13,982,090 $188.2M Add +45.8%
LW Lamb Weston Holdings Inc. 3.75% 3,406,959 $176.7M Reduce -8.4%
TAP Molson Coors Beverage Co. Class B 3.68% 3,601,775 $173.2M Reduce -20.9%
GFL GFL Environmental Inc.-Sub VT 3.28% 3,064,520 $154.6M Reduce -32.0%
WTW Willis Towers Watson PLC 3.07% 471,771 $144.6M Reduce -7.6%
SYY Sysco Corp. 3.04% 1,888,853 $143.1M Reduce -11.8%
CHRW C.H. Robinson Worldwide Inc. 2.89% 1,416,507 $135.9M Reduce -14.8%
HSIC Henry Schein Inc. 2.46% 1,587,820 $116.0M Reduce -9.3%
MIDD Middleby Corp. 2.12% 692,764 $99.8M Add +0.6%
LKQ LKQ Corp. 2.05% 2,612,257 $96.7M Add +3.9%
ENR Energizer Holdings Inc. 2.05% 4,789,400 $96.6M Add +13.9%
NVST Envista Holdings Corp. 1.95% 4,703,330 $91.9M Add +0.3%
WLY Wiley (john) & Sons Class A 1.79% 1,892,495 $84.5M Reduce -38.0%
BRO Brown & Brown Inc. 1.76% 745,985 $82.7M Reduce -21.5%
SCHW Schwab (charles) Corp. 1.75% 904,319 $82.5M Reduce -1.2%
CCC CCC Intelligent Solutions Ho 1.68% 8,414,540 $79.2M Add +66.0%
FDX FedEx Corp. 1.64% 340,240 $77.3M Reduce -0.7%
BUD Anheuser-Busch Inbev-SPN ADR 1.51% 1,034,827 $71.1M Reduce -30.9%
HI Hillenbrand Inc. 1.43% 3,346,801 $67.2M Reduce -11.0%
NEOG Neogen Corp. 1.42% 14,005,725 $66.9M Add +123.2%
WBD Warner Bros Discovery Inc. 1.15% 4,717,650 $54.1M Add +0.1%
BDX Becton Dickinson and Co. 1.09% 296,743 $51.1M Add +238.5%
MSFT Microsoft Corp. 1.06% 100,370 $49.9M Reduce -2.4%
COF Capital One Financial Corp. 1.05% 232,262 $49.4M Reduce -2.1%
AXP American Express Co. 0.99% 146,172 $46.6M Reduce -1.9%
IQV Iqvia Holdings Inc. 0.88% 261,975 $41.3M Add +991.6%
MEDP Medpace Holdings Inc. 0.86% 129,259 $40.6M New
CMCSA Comcast Corp. Class A 0.74% 975,594 $34.8M Reduce -2.3%
AAPL Apple Inc. 0.68% 155,692 $31.9M Reduce -0.4%
USB US Bancorp 0.66% 688,187 $31.1M Reduce -2.3%
MAA Mid-America Apartment Comm 0.66% 210,000 $31.1M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.65% 245,123 $30.4M Add +1.9%
PAYX Paychex Inc. 0.63% 204,137 $29.7M Reduce -2.3%
FTV Fortive Corp. 0.63% 566,260 $29.5M Add +67.7%
GOOGL Alphabet Inc. Class A 0.62% 165,916 $29.2M Reduce -2.2%
KVUE Kenvue Inc. 0.59% 1,337,353 $28.0M Reduce -2.4%
LSTR Landstar System Inc. 0.58% 195,775 $27.2M New
PEP Pepsico Inc. 0.57% 202,121 $26.7M Add +3.0%
UPS United Parcel Service Class B 0.49% 230,922 $23.3M Reduce -20.4%
MA Mastercard Inc. Class A 0.49% 41,253 $23.2M Reduce -2.9%
ALGN Align Technology Inc. 0.45% 112,365 $21.3M Add +17.3%
DEO Diageo PLC-Sponsored ADR 0.42% 194,684 $19.6M Reduce -0.5%
KDP Keurig Dr Pepper Inc. 0.41% 589,262 $19.5M Reduce -2.1%
PG The Procter & Gamble Co. 0.41% 121,174 $19.3M Reduce -2.4%
MDT Medtronic PLC 0.40% 217,197 $18.9M Reduce -20.6%
JNJ Johnson & Johnson 0.40% 121,857 $18.6M Reduce -2.0%
IEX Idex Corp. 0.37% 100,035 $17.6M New
WM Waste Management Inc. 0.34% 70,552 $16.1M Reduce -3.9%
DHR Danaher Corp. 0.33% 78,999 $15.6M Add +5542.8%
ABNB Airbnb Inc. Class A 0.30% 106,499 $14.1M Add +19.1%
TMO Thermo Fisher Scientific Inc. 0.29% 33,477 $13.6M Add +4859.6%
BIL SS SPDR BB 1-3M T-Bill ETF 0.29% 147,783 $13.6M Reduce -41.6%
META Meta Platforms Inc. Class A 0.25% 16,221 $12.0M Reduce -0.2%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.25% 162,320 $11.9M New
BX Blackstone Inc. 0.24% 75,325 $11.3M No change
OTIS Otis Worldwide Corp. 0.20% 95,197 $9.4M Reduce -1.5%
SFBS Servisfirst Bancshares Inc. 0.20% 120,000 $9.3M No change
RAL Ralliant Corp. 0.19% 188,753 $9.2M Add +67.9%
IT Gartner Inc. 0.19% 21,975 $8.9M New
LLY Eli Lilly & Co. 0.17% 10,050 $7.8M Add +0.5%
GS Goldman Sachs Group Inc. 0.15% 10,000 $7.1M No change
EPD Enterprise Products Partners 0.13% 201,400 $6.2M No change
XOM Exxon Mobil Corp. 0.13% 54,982 $5.9M No change
LESLIES INC 0.13% 14,037,110 $5.9M Reduce -39.5%
CSCO Cisco Systems Inc. 0.11% 77,700 $5.4M No change
FIS Fidelity National Info Serv 0.11% 63,000 $5.1M No change
PM Philip Morris International 0.10% 25,900 $4.7M No change
BRK.A Berkshire Hathaway Inc. Class A 0.09% 6 $4.4M No change
COST Costco Wholesale Corp. 0.08% 3,785 $3.7M Add +7.3%
IVV iShares Core S&P 500 ETF 0.08% 6,019 $3.7M Reduce -0.6%
VOO Vanguard S&P 500 ETF 0.07% 6,104 $3.5M Reduce -0.1%
AMZN Amazon.com Inc. 0.06% 12,623 $2.8M Reduce -7.3%
SO The Southern Co. 0.06% 30,000 $2.8M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.06% 4,325 $2.7M Add +4.5%
CVX Chevron Corp. 0.06% 18,474 $2.6M Add +41.9%
NUE Nucor Corp. 0.06% 20,000 $2.6M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 54,000 $2.6M Reduce -1.3%
HD Home Depot Inc. 0.05% 6,797 $2.5M No change
DUK Duke Energy Corp. 0.05% 20,210 $2.4M No change
KO The Coca-Cola Co. 0.05% 30,915 $2.2M No change
BMY Bristol-Myers Squibb Co. 0.05% 46,000 $2.1M No change
ET Energy Transfer LP 0.04% 115,000 $2.1M Add +15.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 7,050 $2.1M No change
CACC Credit Acceptance Corp. 0.04% 4,000 $2.0M No change
PFE Pfizer Inc. 0.04% 81,688 $2.0M Add +22.5%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.04% 60,000 $2.0M No change
IWF iShares Russell 1000 Growth 0.04% 4,351 $1.8M Reduce -0.3%
GOOG Alphabet Inc. Class C 0.04% 10,320 $1.8M Reduce -4.2%
MCD McDonald's Corp. 0.04% 5,650 $1.7M Add +4.6%
PRU Prudential Financial Inc. 0.03% 15,000 $1.6M Add +20.0%
SYK Stryker Corp. 0.03% 4,072 $1.6M Add +14.0%
MRK Merck & Co. Inc. 0.03% 20,250 $1.6M Add +11.8%
SPDW Ste STR SPDR PT DW Eu ETF 0.03% 39,500 $1.6M No change
ES Eversource Energy 0.03% 25,000 $1.6M No change
AWK American Water Works Co. Inc. 0.03% 10,000 $1.4M No change

Show all 151 holdings

Portfolio Sells Q1 2025 → Q2 2025
CABO Cable One Inc. Sold out 0.00% −1.87
TAP Molson Coors Beverage Co. Class B Reduce -20.9% 3.68% −1.79
DG Dollar General Corp. Sold out 0.00% −1.02
GFL GFL Environmental Inc.-Sub VT Reduce -32.0% 3.28% −1.01
WLY Wiley (john) & Sons Class A Reduce -38.0% 1.79% −0.89
POST Post Holdings Inc. Reduce -9.5% 7.05% −0.68
BRO Brown & Brown Inc. Reduce -21.5% 1.76% −0.58
CHRW C.H. Robinson Worldwide Inc. Reduce -14.8% 2.89% −0.47
ICLR Icon PLC Sold out 0.00% −0.46
HI Hillenbrand Inc. Reduce -11.0% 1.43% −0.36
WTW Willis Towers Watson PLC Reduce -7.6% 3.07% −0.33
BUD Anheuser-Busch Inbev-SPN ADR Reduce -30.9% 1.51% −0.31
LESLIES INC Reduce -39.5% 0.13% −0.21
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -41.6% 0.29% −0.17
LW Lamb Weston Holdings Inc. Reduce -8.4% 3.75% −0.16
UPS United Parcel Service Class B Reduce -20.4% 0.49% −0.14
SYY Sysco Corp. Reduce -11.8% 3.04% −0.13
MDT Medtronic PLC Reduce -20.6% 0.40% −0.08
MCK McKesson Corp. Sold out 0.00% −0.08
KVUE Kenvue Inc. Reduce -2.4% 0.59% −0.05
JNJ Johnson & Johnson Reduce -2.0% 0.40% −0.01
PG The Procter & Gamble Co. Reduce -2.4% 0.41% −0.01
AAPL Apple Inc. Reduce -0.4% 0.68% −0.01
PAYX Paychex Inc. Reduce -2.3% 0.63% −0.01
FDX FedEx Corp. Reduce -0.7% 1.64% −0.01
AMGN Amgen Inc. Sold out 0.00% −0.00
ABCL Abcellera Biologics Inc. Sold out 0.00% −0.00
TGT Target Corp. Reduce -10.1% 0.00% −0.00
SCHD Schwab US DVD Equity ETF Reduce -0.1% 0.01% +0.00
OTIS Otis Worldwide Corp. Reduce -1.5% 0.20% +0.00
GOOG Alphabet Inc. Class C Reduce -4.2% 0.04% +0.01
KDP Keurig Dr Pepper Inc. Reduce -2.1% 0.41% +0.01
WM Waste Management Inc. Reduce -3.9% 0.34% +0.01
AMZN Amazon.com Inc. Reduce -7.3% 0.06% +0.01
NVDA Nvidia Corp. Reduce -2.0% 0.02% +0.01
IWF iShares Russell 1000 Growth Reduce -0.3% 0.04% +0.01
BAC Bank of America Corp. Reduce -1.3% 0.05% +0.01
ORCL Oracle Corp. Reduce -1.1% 0.03% +0.01
VOO Vanguard S&P 500 ETF Reduce -0.1% 0.07% +0.01
DEO Diageo PLC-Sponsored ADR Reduce -0.5% 0.42% +0.01
IVV iShares Core S&P 500 ETF Reduce -0.6% 0.08% +0.01
CMCSA Comcast Corp. Class A Reduce -2.3% 0.74% +0.01
MA Mastercard Inc. Class A Reduce -2.9% 0.49% +0.03
USFD US Foods Holding Corp. Reduce -20.4% 4.43% +0.04
META Meta Platforms Inc. Class A Reduce -0.2% 0.25% +0.07
USB US Bancorp Reduce -2.3% 0.66% +0.07
HSIC Henry Schein Inc. Reduce -9.3% 2.46% +0.10
GOOGL Alphabet Inc. Class A Reduce -2.2% 0.62% +0.10
AXP American Express Co. Reduce -1.9% 0.99% +0.20
COF Capital One Financial Corp. Reduce -2.1% 1.05% +0.21

Portfolio Buys Q1 2025 → Q2 2025
AVTR Avantor Inc. Add +45.8% 4.00% +0.93
MEDP Medpace Holdings Inc. New 0.86% +0.86
IQV Iqvia Holdings Inc. Add +991.6% 0.88% +0.79
CCC CCC Intelligent Solutions Ho Add +66.0% 1.68% +0.78
BDX Becton Dickinson and Co. Add +238.5% 1.09% +0.69
LSTR Landstar System Inc. New 0.58% +0.58
IEX Idex Corp. New 0.37% +0.37
NVST Envista Holdings Corp. Add +0.3% 1.95% +0.36
NEOG Neogen Corp. Add +123.2% 1.42% +0.35
DHR Danaher Corp. Add +5542.8% 0.33% +0.33
TMO Thermo Fisher Scientific Inc. Add +4859.6% 0.29% +0.28
IFF Intl Flavors & Fragrances New 0.25% +0.25
IT Gartner Inc. New 0.19% +0.19
DIS The Walt Disney Co. Add +1.9% 0.65% +0.18
ALGN Align Technology Inc. Add +17.3% 0.45% +0.15
WBD Warner Bros Discovery Inc. Add +0.1% 1.15% +0.15
FTV Fortive Corp. Add +67.7% 0.63% +0.14
ABNB Airbnb Inc. Class A Add +19.1% 0.30% +0.09
RAL Ralliant Corp. Add +67.9% 0.19% +0.09
MIDD Middleby Corp. Add +0.6% 2.12% +0.05
COST Costco Wholesale Corp. Add +7.3% 0.08% +0.01
CVX Chevron Corp. Add +41.9% 0.06% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +4.5% 0.06% +0.01
PFE Pfizer Inc. Add +22.5% 0.04% +0.01
SYK Stryker Corp. Add +14.0% 0.03% +0.01
ET Energy Transfer LP Add +15.0% 0.04% +0.01
PRU Prudential Financial Inc. Add +20.0% 0.03% +0.01
ORLY O'reilly Automotive Inc. Add +26.1% 0.03% +0.01
BA The Boeing Co. New 0.00% +0.00
WFC Wells Fargo & Co. New 0.00% +0.00
GWW WW Grainger Inc. New 0.00% +0.00
VZ Verizon Communications Inc. New 0.00% +0.00
ABT Abbott Laboratories Add +15.2% 0.02% +0.00
LLY Eli Lilly & Co. Add +0.5% 0.17% +0.00
V Visa Inc. Class A Add +3.7% 0.03% +0.00
BRK.B Berkshire Hathaway Inc. Class B Add +15.2% 0.03% +0.00
JPM JPMorgan Chase & Co. Add +0.3% 0.01% +0.00
GAUZ Gauzy Ltd. New 0.00% +0.00
MRSH Marsh & McLennan Cos Add +29.0% 0.01% +0.00
MRK Merck & Co. Inc. Add +11.8% 0.03% +0.00
QQQ Invesco QQQ Trust Series 1 Add +9.2% 0.01% +0.00
MCD McDonald's Corp. Add +4.6% 0.04% +0.00
PEP Pepsico Inc. Add +3.0% 0.57% −0.01
LKQ LKQ Corp. Add +3.9% 2.05% −0.06
ENR Energizer Holdings Inc. Add +13.9% 2.05% −0.43

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