Clarkston Capital Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Clarkston Capital Partners, LLC reported 158 stock positions worth $4.6 billion. Its top holding was Post (POST) at 6.7% of the portfolio, followed by Affiliated Managers (AMG, 6.3%) and Clarivate (CLVT, 5.5%). Compared with Q2 2025, it opened 11 new positions, sold out of 4, added to 45 and reduced 46. The biggest buy was a new position in Primo Brands (PRMB) and the biggest sale US Foods (USFD, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- Rochester, MI
- CIK
- 0001562855
- Portfolio Value
- $4.6B (Q3 2025)
- SEC Filing
- 0001398344-25-020819 ↗ filed Nov 13, 2025
Holdings Value
Holdings 158 stocks · $4.6B
| POST Post Holdings Inc. filed as POST HLDGS INC | 6.72% | 2,903,860 | $312.1M | Reduce -4.6% |
| AMG Affiliated Managers Group | 6.33% | 1,232,333 | $293.8M | Reduce -14.1% |
| CLVT Clarivate PLC | 5.50% | 66,708,438 | $255.5M | Reduce -4.7% |
| AVTR Avantor Inc. | 4.04% | 15,020,325 | $187.5M | Add +7.4% |
| LPLA LPL Financial Holdings Inc. | 3.57% | 498,633 | $165.9M | Reduce -16.7% |
| WTW Willis Towers Watson PLC | 3.35% | 449,763 | $155.4M | Reduce -4.7% |
| TAP Molson Coors Beverage Co. Class B | 3.28% | 3,363,760 | $152.2M | Reduce -6.6% |
| LW Lamb Weston Holdings Inc. | 3.15% | 2,515,657 | $146.1M | Reduce -26.2% |
| USFD US Foods Holding Corp. | 3.13% | 1,895,545 | $145.2M | Reduce -30.0% |
| CHRW C.H. Robinson Worldwide Inc. | 3.09% | 1,083,588 | $143.5M | Reduce -23.5% |
| SYY Sysco Corp. | 3.07% | 1,729,470 | $142.4M | Reduce -8.4% |
| GFL GFL Environmental Inc.-Sub VT | 2.92% | 2,860,060 | $135.5M | Reduce -6.7% |
| LKQ LKQ Corp. | 2.35% | 3,577,695 | $109.3M | Add +37.0% |
| HSIC Henry Schein Inc. | 2.14% | 1,499,600 | $99.5M | Reduce -5.6% |
| ENR Energizer Holdings Inc. | 2.07% | 3,855,055 | $96.0M | Reduce -19.5% |
| WLY Wiley (john) & Sons Class A | 1.92% | 2,207,824 | $89.4M | Add +16.7% |
| NVST Envista Holdings Corp. | 1.89% | 4,317,255 | $87.9M | Reduce -8.2% |
| MIDD Middleby Corp. | 1.86% | 649,172 | $86.3M | Reduce -6.3% |
| HI Hillenbrand Inc. | 1.83% | 3,140,306 | $84.9M | Reduce -6.2% |
| FDX FedEx Corp. | 1.73% | 340,260 | $80.2M | Add +0.0% |
| SCHW Schwab (charles) Corp. | 1.69% | 822,313 | $78.5M | Reduce -9.1% |
| CCC CCC Intelligent Solutions Ho | 1.59% | 8,098,565 | $73.8M | Reduce -3.8% |
| BDX Becton Dickinson and Co. | 1.52% | 376,835 | $70.5M | Add +27.0% |
| NEOG Neogen Corp. | 1.44% | 11,693,250 | $66.8M | Reduce -16.5% |
| BRO Brown & Brown Inc. | 1.43% | 710,070 | $66.6M | Reduce -4.8% |
| MEDP Medpace Holdings Inc. | 1.36% | 123,064 | $63.3M | Reduce -4.8% |
| BUD Anheuser-Busch Inbev-SPN ADR | 1.33% | 1,035,362 | $61.7M | Add +0.1% |
| WBD Warner Bros Discovery Inc. | 1.19% | 2,826,825 | $55.2M | Reduce -40.1% |
| MSFT Microsoft Corp. | 1.10% | 98,581 | $51.1M | Reduce -1.8% |
| PRMB Primo Brands Corp. | 1.08% | 2,275,155 | $50.3M | New |
| IQV Iqvia Holdings Inc. | 1.07% | 261,975 | $49.8M | No change |
| COF Capital One Financial Corp. | 1.05% | 229,037 | $48.7M | Reduce -1.4% |
| AXP American Express Co. | 0.96% | 134,537 | $44.7M | Reduce -8.0% |
| GOOGL Alphabet Inc. Class A | 0.87% | 166,068 | $40.4M | Add +0.1% |
| AAPL Apple Inc. | 0.86% | 155,948 | $39.7M | Add +0.2% |
| IT Gartner Inc. | 0.83% | 147,159 | $38.7M | Add +569.7% |
| FTV Fortive Corp. | 0.82% | 780,280 | $38.2M | Add +37.8% |
| BRBR Bellring Brands Inc. | 0.74% | 945,940 | $34.4M | New |
| USB US Bancorp | 0.71% | 681,627 | $32.9M | Reduce -0.9% |
| MAA Mid-America Apartment Comm | 0.63% | 210,000 | $29.3M | No change |
| CMCSA Comcast Corp. Class A | 0.63% | 933,319 | $29.3M | Reduce -4.3% |
| PEP Pepsico Inc. | 0.62% | 205,405 | $28.8M | Add +1.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.60% | 244,938 | $28.0M | Reduce -0.1% |
| PAYX Paychex Inc. | 0.55% | 200,704 | $25.4M | Reduce -1.7% |
| RAL Ralliant Corp. | 0.53% | 566,405 | $24.8M | Add +200.1% |
| MA Mastercard Inc. Class A | 0.50% | 41,043 | $23.3M | Reduce -0.5% |
| JNJ Johnson & Johnson | 0.50% | 124,610 | $23.1M | Add +2.3% |
| LSTR Landstar System Inc. | 0.50% | 188,175 | $23.1M | Reduce -3.9% |
| KVUE Kenvue Inc. | 0.47% | 1,331,653 | $21.6M | Reduce -0.4% |
| MDT Medtronic PLC | 0.44% | 216,584 | $20.6M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.40% | 121,639 | $18.7M | Add +0.4% |
| UPS United Parcel Service Class B | 0.38% | 211,940 | $17.7M | Reduce -8.2% |
| ALGN Align Technology Inc. | 0.38% | 141,215 | $17.7M | Add +25.7% |
| IEX Idex Corp. | 0.35% | 100,035 | $16.3M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.35% | 33,218 | $16.1M | Reduce -0.8% |
| WM Waste Management Inc. | 0.34% | 71,687 | $15.8M | Add +1.6% |
| DHR Danaher Corp. | 0.34% | 78,964 | $15.7M | Reduce -0.0% |
| OTIS Otis Worldwide Corp. | 0.31% | 157,698 | $14.4M | Add +65.7% |
| KDP Keurig Dr Pepper Inc. | 0.31% | 561,375 | $14.3M | Reduce -4.7% |
| ABNB Airbnb Inc. Class A | 0.29% | 109,734 | $13.3M | Add +3.0% |
| BX Blackstone Inc. | 0.28% | 75,325 | $12.9M | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.28% | 139,363 | $12.8M | Reduce -5.7% |
| META Meta Platforms Inc. Class A | 0.26% | 16,391 | $12.0M | Add +1.1% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.22% | 162,320 | $10.0M | No change |
| SFBS Servisfirst Bancshares Inc. | 0.21% | 120,000 | $9.7M | No change |
| AMZN Amazon.com Inc. | 0.21% | 43,937 | $9.6M | Add +248.1% |
| WDAY Workday Inc. Class A | 0.20% | 37,714 | $9.1M | New |
| GS Goldman Sachs Group Inc. | 0.17% | 10,000 | $8.0M | No change |
| LLY Eli Lilly & Co. | 0.17% | 10,050 | $7.7M | No change |
| EPD Enterprise Products Partners | 0.14% | 204,600 | $6.4M | Add +1.6% |
| XOM Exxon Mobil Corp. | 0.13% | 54,982 | $6.2M | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.12% | 216,509 | $5.7M | New |
| CSCO Cisco Systems Inc. | 0.11% | 77,700 | $5.3M | No change |
| DEO Diageo PLC-Sponsored ADR | 0.11% | 55,110 | $5.3M | Reduce -71.7% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.10% | 109,540 | $4.7M | New |
| PM Philip Morris International | 0.09% | 25,900 | $4.2M | No change |
| FIS Fidelity National Info Serv | 0.09% | 63,000 | $4.2M | No change |
| IVV iShares Core S&P 500 ETF | 0.09% | 6,050 | $4.0M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 5,725 | $3.8M | Add +32.4% |
| VOO Vanguard S&P 500 ETF | 0.08% | 6,120 | $3.7M | Add +0.3% |
| COST Costco Wholesale Corp. | 0.07% | 3,675 | $3.4M | Reduce -2.9% |
| CVX Chevron Corp. | 0.06% | 18,474 | $2.9M | No change |
| SO The Southern Co. | 0.06% | 30,000 | $2.8M | No change |
| HD Home Depot Inc. | 0.06% | 7,015 | $2.8M | Add +3.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 54,000 | $2.8M | No change |
| NUE Nucor Corp. | 0.06% | 20,000 | $2.7M | No change |
| ET Energy Transfer LP | 0.06% | 150,000 | $2.6M | Add +30.4% |
| DUK Duke Energy Corp. | 0.05% | 20,210 | $2.5M | No change |
| OAKM Oakmark US Large Cap ETF | 0.05% | 85,925 | $2.3M | New |
| GOOG Alphabet Inc. Class C | 0.05% | 9,440 | $2.3M | Reduce -8.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.05% | 3 | $2.3M | Reduce -50.0% |
| PFE Pfizer Inc. | 0.04% | 81,716 | $2.1M | Add +0.0% |
| BMY Bristol-Myers Squibb Co. | 0.04% | 46,000 | $2.1M | No change |
| KO The Coca-Cola Co. | 0.04% | 30,915 | $2.1M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 7,205 | $2.0M | Add +2.2% |
| IWF iShares Russell 1000 Growth | 0.04% | 4,234 | $2.0M | Reduce -2.7% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.04% | 60,000 | $2.0M | No change |
| CACC Credit Acceptance Corp. | 0.04% | 4,000 | $1.9M | No change |
| ES Eversource Energy | 0.04% | 25,000 | $1.8M | No change |
| ORCL Oracle Corp. | 0.04% | 6,296 | $1.8M | Add +1.2% |
Portfolio Sells Q2 2025 → Q3 2025
| USFD US Foods Holding Corp. | Reduce -30.0% | 3.13% | −1.30 |
| LPLA LPL Financial Holdings Inc. | Reduce -16.7% | 3.57% | −1.19 |
| CLVT Clarivate PLC | Reduce -4.7% | 5.50% | −0.89 |
| LW Lamb Weston Holdings Inc. | Reduce -26.2% | 3.15% | −0.60 |
| TAP Molson Coors Beverage Co. Class B | Reduce -6.6% | 3.28% | −0.40 |
| GFL GFL Environmental Inc.-Sub VT | Reduce -6.7% | 2.92% | −0.36 |
| POST Post Holdings Inc. | Reduce -4.6% | 6.72% | −0.32 |
| BRO Brown & Brown Inc. | Reduce -4.8% | 1.43% | −0.32 |
| HSIC Henry Schein Inc. | Reduce -5.6% | 2.14% | −0.32 |
| DEO Diageo PLC-Sponsored ADR | Reduce -71.7% | 0.11% | −0.30 |
| MIDD Middleby Corp. | Reduce -6.3% | 1.86% | −0.26 |
| KVUE Kenvue Inc. | Reduce -0.4% | 0.47% | −0.13 |
| LESLIES INC | Sold out | 0.00% | −0.13 |
| UPS United Parcel Service Class B | Reduce -8.2% | 0.38% | −0.11 |
| CMCSA Comcast Corp. Class A | Reduce -4.3% | 0.63% | −0.11 |
| KDP Keurig Dr Pepper Inc. | Reduce -4.7% | 0.31% | −0.11 |
| CCC CCC Intelligent Solutions Ho | Reduce -3.8% | 1.59% | −0.09 |
| PAYX Paychex Inc. | Reduce -1.7% | 0.55% | −0.08 |
| LSTR Landstar System Inc. | Reduce -3.9% | 0.50% | −0.08 |
| SCHW Schwab (charles) Corp. | Reduce -9.1% | 1.69% | −0.06 |
| NVST Envista Holdings Corp. | Reduce -8.2% | 1.89% | −0.06 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -50.0% | 0.05% | −0.04 |
| DIS The Walt Disney Co. | Reduce -0.1% | 0.60% | −0.04 |
| AXP American Express Co. | Reduce -8.0% | 0.96% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -5.7% | 0.28% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -2.9% | 0.07% | −0.01 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.00 |
| TGT Target Corp. | Sold out | 0.00% | −0.00 |
| VGT Vanguard Info Tech ETF | Reduce -19.5% | 0.01% | −0.00 |
| COF Capital One Financial Corp. | Reduce -1.4% | 1.05% | −0.00 |
| GD General Dynamics Corp. | Reduce -23.1% | 0.01% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.2% | 0.01% | +0.00 |
| IWF iShares Russell 1000 Growth | Reduce -2.7% | 0.04% | +0.00 |
| DHR Danaher Corp. | Reduce -0.0% | 0.34% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -8.5% | 0.05% | +0.01 |
| MA Mastercard Inc. Class A | Reduce -0.5% | 0.50% | +0.01 |
| ENR Energizer Holdings Inc. | Reduce -19.5% | 2.07% | +0.02 |
| NEOG Neogen Corp. | Reduce -16.5% | 1.44% | +0.02 |
| SYY Sysco Corp. | Reduce -8.4% | 3.07% | +0.03 |
| MSFT Microsoft Corp. | Reduce -1.8% | 1.10% | +0.04 |
| WBD Warner Bros Discovery Inc. | Reduce -40.1% | 1.19% | +0.04 |
| MDT Medtronic PLC | Reduce -0.3% | 0.44% | +0.04 |
| USB US Bancorp | Reduce -0.9% | 0.71% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.8% | 0.35% | +0.06 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -23.5% | 3.09% | +0.20 |
| WTW Willis Towers Watson PLC | Reduce -4.7% | 3.35% | +0.28 |
| AMG Affiliated Managers Group | Reduce -14.1% | 6.33% | +0.33 |
| HI Hillenbrand Inc. | Reduce -6.2% | 1.83% | +0.40 |
| MEDP Medpace Holdings Inc. | Reduce -4.8% | 1.36% | +0.50 |
Portfolio Buys Q2 2025 → Q3 2025
| PRMB Primo Brands Corp. | New | 1.08% | +1.08 |
| BRBR Bellring Brands Inc. | New | 0.74% | +0.74 |
| IT Gartner Inc. | Add +569.7% | 0.83% | +0.64 |
| BDX Becton Dickinson and Co. | Add +27.0% | 1.52% | +0.43 |
| RAL Ralliant Corp. | Add +200.1% | 0.53% | +0.34 |
| LKQ LKQ Corp. | Add +37.0% | 2.35% | +0.30 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.87% | +0.25 |
| FTV Fortive Corp. | Add +37.8% | 0.82% | +0.20 |
| WDAY Workday Inc. Class A | New | 0.20% | +0.20 |
| AAPL Apple Inc. | Add +0.2% | 0.86% | +0.18 |
| AMZN Amazon.com Inc. | Add +248.1% | 0.21% | +0.15 |
| WLY Wiley (john) & Sons Class A | Add +16.7% | 1.92% | +0.13 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.12% | +0.12 |
| OTIS Otis Worldwide Corp. | Add +65.7% | 0.31% | +0.11 |
| JNJ Johnson & Johnson | Add +2.3% | 0.50% | +0.10 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.10% | +0.10 |
| FDX FedEx Corp. | Add +0.0% | 1.73% | +0.09 |
| PEP Pepsico Inc. | Add +1.6% | 0.62% | +0.05 |
| OAKM Oakmark US Large Cap ETF | New | 0.05% | +0.05 |
| AVTR Avantor Inc. | Add +7.4% | 4.04% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +32.4% | 0.08% | +0.03 |
| ET Energy Transfer LP | Add +30.4% | 0.06% | +0.01 |
| TSLA Tesla Inc. | Add +1.6% | 0.03% | +0.01 |
| ORCL Oracle Corp. | Add +1.2% | 0.04% | +0.01 |
| HD Home Depot Inc. | Add +3.2% | 0.06% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.5% | 0.09% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +91.4% | 0.01% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 0.08% | +0.01 |
| NVDA Nvidia Corp. | Add +6.8% | 0.03% | +0.01 |
| TD Toronto-Dominion Bank | New | 0.01% | +0.01 |
| EPD Enterprise Products Partners | Add +1.6% | 0.14% | +0.01 |
| BMO Bank of Montreal | New | 0.01% | +0.01 |
| META Meta Platforms Inc. Class A | Add +1.1% | 0.26% | +0.01 |
| BNS Bank of Nova Scotia | New | 0.00% | +0.00 |
| IAU iShares Gold Trust | New | 0.00% | +0.00 |
| NIC Nicolet Bankshares Inc. | New | 0.00% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +13.5% | 0.02% | +0.00 |
| FRME First Merchants Corp. | Add +11.5% | 0.03% | +0.00 |
| PFE Pfizer Inc. | Add +0.0% | 0.04% | +0.00 |
| RY Royal Bank of Canada | Add +28.5% | 0.01% | +0.00 |
| CM Can Imperial BK of Commerce | Add +25.0% | 0.01% | +0.00 |
| MCD McDonald's Corp. | Add +1.8% | 0.04% | +0.00 |
| ADC Agree Realty Corp. | Add +42.4% | 0.01% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.6% | 0.03% | +0.00 |
| RTX RTX Corp. | Add +8.2% | 0.01% | +0.00 |
| EFA iShares MSCI Eafe ETF | Add +5.2% | 0.01% | +0.00 |
| WMT Walmart Inc. | Add +1.6% | 0.01% | +0.00 |
| NFLX Netflix Inc. | Add +16.5% | 0.01% | +0.00 |
| SYK Stryker Corp. | Add +4.9% | 0.03% | −0.00 |
| IBM Intl Business Machines Corp. | Add +2.2% | 0.04% | −0.00 |
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 |