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

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 Q2 2025 Q3 2025: $4.6B $4.6B Q3 2025 Q4 2025: $4.3B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $1.2B Q2 2026

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%
MCD McDonald's Corp. 0.04% 5,754 $1.7M Add +1.8%
MRK Merck & Co. Inc. 0.04% 20,250 $1.7M No change
SPDW Ste STR SPDR PT DW Eu ETF 0.04% 39,500 $1.7M No change
SYK Stryker Corp. 0.03% 4,272 $1.6M Add +4.9%
ORLY O'reilly Automotive Inc. 0.03% 14,475 $1.6M No change
PRU Prudential Financial Inc. 0.03% 15,000 $1.6M No change
TSLA Tesla Inc. 0.03% 3,225 $1.4M Add +1.6%
AWK American Water Works Co. Inc. 0.03% 10,000 $1.4M No change
NVDA Nvidia Corp. 0.03% 7,257 $1.4M Add +6.8%
BRK.B Berkshire Hathaway Inc. Class B 0.03% 2,688 $1.4M Add +1.6%
FRME First Merchants Corp. 0.03% 34,696 $1.3M Add +11.5%
V Visa Inc. Class A 0.03% 3,789 $1.3M Add +0.7%
ISRG Intuitive Surgical Inc. 0.02% 2,482 $1.1M No change
TXN Texas Instruments Inc. 0.02% 5,200 $955K No change
DVA Davita Inc. 0.02% 6,954 $924K No change
ABT Abbott Laboratories 0.02% 6,842 $916K No change
ONB Old National Bancorp 0.02% 37,353 $820K No change
ITW Illinois Tool Works 0.02% 2,845 $742K No change
IJH iShares Core S&P Midcap ETF 0.02% 11,125 $726K No change
IWM iShares Russell 2000 ETF 0.02% 2,950 $714K Add +13.5%
JPM JPMorgan Chase & Co. 0.01% 2,145 $676K No change
ADP Automatic Data Processing 0.01% 2,260 $663K No change
EEM iShares MSCI Emerging Market 0.01% 12,250 $654K No change
ACN Accenture PLC Class A 0.01% 2,650 $653K No change
PHM Pultegroup Inc. 0.01% 4,829 $638K No change
BSX Boston Scientific Corp. 0.01% 6,500 $635K No change
QQQ Invesco QQQ Trust Series 1 0.01% 1,051 $631K Add +91.4%
ABBV Abbvie Inc. 0.01% 2,700 $625K No change
EFA iShares MSCI Eafe ETF 0.01% 6,302 $588K Add +5.2%
SCHD Schwab US DVD Equity ETF 0.01% 19,058 $520K Reduce -3.2%
IEFA iShares Core MSCI Eafe ETF 0.01% 5,928 $518K No change
MRSH Marsh & McLennan Cos 0.01% 2,225 $448K No change
USL United States 12 Month Oil 0.01% 12,500 $445K No change
VGT Vanguard Info Tech ETF 0.01% 581 $434K Reduce -19.5%
F Ford Motor Co. filed as FORD MTR CO 0.01% 36,060 $431K No change
QCOM Qualcomm Inc. 0.01% 2,551 $424K No change
WMT Walmart Inc. 0.01% 4,005 $413K Add +1.6%
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO 0.01% 5,000 $399K Add +25.0%
RY Royal Bank of Canada 0.01% 2,706 $399K Add +28.5%
MMI Marcus & Millichap Inc. 0.01% 13,530 $397K No change
LBRDK Liberty Broadband-C 0.01% 6,000 $381K No change
NFLX Netflix Inc. 0.01% 317 $380K Add +16.5%
RTX RTX Corp. 0.01% 2,022 $338K Add +8.2%
ADC Agree Realty Corp. 0.01% 4,700 $334K Add +42.4%
GD General Dynamics Corp. 0.01% 831 $283K Reduce -23.1%
DE Deere & Co. 0.01% 600 $274K No change
TD Toronto-Dominion Bank 0.01% 3,178 $254K New
CMA Comerica Inc. 0.01% 3,615 $248K No change
BA The Boeing Co. 0.01% 1,097 $237K No change
INTU Intuit Inc. 0.01% 346 $236K No change
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.01% 1,775 $231K New
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX 0.00% 3,476 $225K New
FICO Fair Isaac Corp. 0.00% 150 $224K No change
WFC Wells Fargo & Co. 0.00% 2,650 $222K No change
IAU iShares Gold Trust 0.00% 2,925 $213K New
VZ Verizon Communications Inc. 0.00% 4,800 $211K No change
NIC Nicolet Bankshares Inc. 0.00% 1,555 $209K New
GAUZ Gauzy Ltd. 0.00% 12,537 $79K No change

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

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