Clarkston Capital Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Clarkston Capital Partners, LLC reported 178 stock positions worth $4.3 billion. Its top holding was Post (POST) at 6.6% of the portfolio, followed by Affiliated Managers (AMG, 6.0%) and Clarivate (CLVT, 5.0%). Compared with Q3 2025, it opened 23 new positions, sold out of 3, added to 47 and reduced 53. The biggest buy was CCC Intelligent Solutions Ho (CCC, shares +70%) and the biggest sale an exit from Hillenbrand (HI).
- Most Recent 13F
- Q2 2026
- Location
- Rochester, MI
- CIK
- 0001562855
- Portfolio Value
- $4.3B (Q4 2025)
- SEC Filing
- 0001398344-26-002957 ↗ filed Feb 13, 2026
Holdings Value
Holdings 178 stocks · $4.3B
| POST Post Holdings Inc. filed as POST HLDGS INC | 6.58% | 2,868,367 | $284.1M | Reduce -1.2% |
| AMG Affiliated Managers Group | 6.03% | 904,119 | $260.6M | Reduce -26.6% |
| CLVT Clarivate PLC | 5.02% | 64,972,134 | $217.0M | Reduce -2.6% |
| AVTR Avantor Inc. | 4.01% | 15,105,065 | $173.1M | Add +0.6% |
| TAP Molson Coors Beverage Co. Class B | 3.62% | 3,351,415 | $156.4M | Reduce -0.4% |
| CHRW C.H. Robinson Worldwide Inc. | 3.29% | 884,531 | $142.2M | Reduce -18.4% |
| USFD US Foods Holding Corp. | 3.07% | 1,763,116 | $132.8M | Reduce -7.0% |
| GFL GFL Environmental Inc.-Sub VT | 2.79% | 2,805,035 | $120.5M | Reduce -1.9% |
| MIDD Middleby Corp. | 2.71% | 788,809 | $117.3M | Add +21.5% |
| LKQ LKQ Corp. | 2.63% | 3,760,070 | $113.6M | Add +5.1% |
| HSIC Henry Schein Inc. | 2.59% | 1,477,665 | $111.7M | Reduce -1.5% |
| CCC CCC Intelligent Solutions Ho | 2.54% | 13,790,515 | $109.6M | Add +70.3% |
| LPLA LPL Financial Holdings Inc. | 2.49% | 301,484 | $107.7M | Reduce -39.5% |
| LW Lamb Weston Holdings Inc. | 2.34% | 2,408,447 | $100.9M | Reduce -4.3% |
| WTW Willis Towers Watson PLC | 2.31% | 303,260 | $99.7M | Reduce -32.6% |
| NVST Envista Holdings Corp. | 2.12% | 4,211,735 | $91.4M | Reduce -2.4% |
| ENR Energizer Holdings Inc. | 1.95% | 4,227,520 | $84.1M | Add +9.7% |
| FDX FedEx Corp. | 1.86% | 278,773 | $80.5M | Reduce -18.1% |
| WLY Wiley (john) & Sons Class A | 1.86% | 2,617,945 | $80.2M | Add +18.6% |
| NEOG Neogen Corp. | 1.83% | 11,328,670 | $79.2M | Reduce -3.1% |
| BDX Becton Dickinson and Co. | 1.65% | 366,250 | $71.1M | Reduce -2.8% |
| SCHW Schwab (charles) Corp. | 1.56% | 676,557 | $67.6M | Reduce -17.7% |
| BUD Anheuser-Busch Inbev-SPN ADR | 1.52% | 1,025,010 | $65.6M | Reduce -1.0% |
| SYY Sysco Corp. | 1.40% | 821,027 | $60.5M | Reduce -52.5% |
| IQV Iqvia Holdings Inc. | 1.32% | 252,525 | $56.9M | Reduce -3.6% |
| PRMB Primo Brands Corp. | 1.32% | 3,476,460 | $56.8M | Add +52.8% |
| COF Capital One Financial Corp. | 1.23% | 219,639 | $53.2M | Reduce -4.1% |
| GOOGL Alphabet Inc. Class A | 1.20% | 166,047 | $52.0M | Reduce -0.0% |
| AXP American Express Co. | 1.12% | 130,830 | $48.4M | Reduce -2.8% |
| MSFT Microsoft Corp. | 1.09% | 97,699 | $47.2M | Reduce -0.9% |
| AAPL Apple Inc. | 1.04% | 165,816 | $45.1M | Add +6.3% |
| BRO Brown & Brown Inc. | 1.02% | 554,060 | $44.2M | Reduce -22.0% |
| FTV Fortive Corp. | 1.00% | 778,830 | $43.0M | Reduce -0.2% |
| USB US Bancorp | 0.82% | 665,273 | $35.5M | Reduce -2.4% |
| BRBR Bellring Brands Inc. | 0.71% | 1,154,115 | $30.8M | Add +22.0% |
| PEP Pepsico Inc. | 0.68% | 204,170 | $29.3M | Reduce -0.6% |
| MAA Mid-America Apartment Comm | 0.68% | 210,480 | $29.2M | Add +0.2% |
| RAL Ralliant Corp. | 0.66% | 559,215 | $28.5M | Reduce -1.3% |
| IT Gartner Inc. | 0.65% | 111,867 | $28.2M | Reduce -24.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.64% | 243,156 | $27.7M | Reduce -0.7% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.63% | 405,620 | $27.3M | Add +149.9% |
| FIS Fidelity National Info Serv | 0.62% | 402,720 | $26.8M | Add +539.2% |
| ABNB Airbnb Inc. Class A | 0.62% | 196,795 | $26.7M | Add +79.3% |
| LSTR Landstar System Inc. | 0.62% | 185,865 | $26.7M | Reduce -1.2% |
| JNJ Johnson & Johnson | 0.62% | 128,913 | $26.7M | Add +3.5% |
| MA Mastercard Inc. Class A | 0.54% | 41,204 | $23.5M | Add +0.4% |
| PAYX Paychex Inc. | 0.51% | 197,896 | $22.2M | Reduce -1.4% |
| ALGN Align Technology Inc. | 0.51% | 140,940 | $22.0M | Reduce -0.2% |
| UPS United Parcel Service Class B | 0.49% | 211,592 | $21.0M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 0.48% | 171,226 | $20.6M | Add +211.4% |
| MDT Medtronic PLC | 0.48% | 213,859 | $20.5M | Reduce -1.3% |
| TMO Thermo Fisher Scientific Inc. | 0.45% | 33,414 | $19.4M | Add +0.6% |
| DHR Danaher Corp. | 0.43% | 80,980 | $18.5M | Add +2.5% |
| PG The Procter & Gamble Co. | 0.42% | 125,198 | $17.9M | Add +2.9% |
| IEX Idex Corp. | 0.41% | 99,835 | $17.8M | Reduce -0.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.41% | 194,262 | $17.8M | Add +39.4% |
| WM Waste Management Inc. | 0.40% | 78,129 | $17.2M | Add +9.0% |
| WBD Warner Bros Discovery Inc. | 0.34% | 514,700 | $14.8M | Reduce -81.8% |
| CMCSA Comcast Corp. Class A | 0.34% | 495,020 | $14.8M | Reduce -47.0% |
| CPRT Copart Inc. | 0.34% | 370,090 | $14.5M | New |
| KDP Keurig Dr Pepper Inc. | 0.33% | 505,970 | $14.2M | Reduce -9.9% |
| AMZN Amazon.com Inc. | 0.32% | 60,771 | $14.0M | Add +38.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.30% | 474,710 | $12.9M | Add +119.3% |
| OTIS Otis Worldwide Corp. | 0.29% | 144,554 | $12.6M | Reduce -8.3% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.29% | 274,126 | $12.4M | Add +150.3% |
| BX Blackstone Inc. | 0.27% | 75,325 | $11.6M | No change |
| OAKM Oakmark US Large Cap ETF | 0.25% | 388,130 | $11.0M | Add +351.7% |
| META Meta Platforms Inc. Class A | 0.25% | 16,416 | $10.8M | Add +0.1% |
| DGRO iShares Core Dividend Growth | 0.23% | 144,369 | $10.0M | New |
| ADI Analog Devices Inc. | 0.21% | 33,857 | $9.2M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 17,531 | $8.8M | Add +552.2% |
| GS Goldman Sachs Group Inc. | 0.20% | 10,000 | $8.8M | No change |
| LLY Eli Lilly & Co. | 0.20% | 8,050 | $8.7M | Reduce -19.9% |
| SFBS Servisfirst Bancshares Inc. | 0.20% | 120,000 | $8.6M | No change |
| WDAY Workday Inc. Class A | 0.18% | 35,565 | $7.6M | Reduce -5.7% |
| ROK Rockwell Automation Inc. | 0.17% | 19,197 | $7.5M | New |
| VOO Vanguard S&P 500 ETF | 0.17% | 11,874 | $7.4M | Add +94.0% |
| LIN Linde PLC | 0.17% | 17,266 | $7.4M | New |
| ADBE Adobe Inc. | 0.17% | 20,991 | $7.3M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 10,628 | $7.2M | Add +85.6% |
| EPD Enterprise Products Partners | 0.15% | 205,800 | $6.6M | Add +0.6% |
| CSCO Cisco Systems Inc. | 0.14% | 76,700 | $5.9M | Reduce -1.3% |
| HD Home Depot Inc. | 0.10% | 13,062 | $4.5M | Add +86.2% |
| IVV iShares Core S&P 500 ETF | 0.10% | 6,145 | $4.2M | Add +1.6% |
| PM Philip Morris International | 0.10% | 25,900 | $4.2M | No change |
| KVUE Kenvue Inc. | 0.08% | 198,340 | $3.4M | Reduce -85.1% |
| NUE Nucor Corp. | 0.08% | 20,100 | $3.3M | Add +0.5% |
| COST Costco Wholesale Corp. | 0.07% | 3,665 | $3.2M | Reduce -0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 54,000 | $3.0M | No change |
| CVX Chevron Corp. | 0.07% | 18,794 | $2.9M | Add +1.7% |
| GOOG Alphabet Inc. Class C | 0.07% | 8,995 | $2.8M | Reduce -4.7% |
| SO The Southern Co. | 0.06% | 30,000 | $2.6M | No change |
| BMY Bristol-Myers Squibb Co. | 0.06% | 46,815 | $2.5M | Add +1.8% |
| ET Energy Transfer LP | 0.06% | 152,300 | $2.5M | Add +1.5% |
| DUK Duke Energy Corp. | 0.05% | 20,210 | $2.4M | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.05% | 81,775 | $2.3M | Add +36.3% |
| MRK Merck & Co. Inc. | 0.05% | 21,725 | $2.3M | Add +7.3% |
| ROP Roper Technologies Inc. | 0.05% | 5,100 | $2.3M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.05% | 3 | $2.3M | No change |
| KO The Coca-Cola Co. | 0.05% | 30,915 | $2.2M | No change |
Portfolio Sells Q3 2025 → Q4 2025
| HI Hillenbrand Inc. | Sold out | 0.00% | −1.83 |
| SYY Sysco Corp. | Reduce -52.5% | 1.40% | −1.67 |
| MEDP Medpace Holdings Inc. | Sold out | 0.00% | −1.36 |
| LPLA LPL Financial Holdings Inc. | Reduce -39.5% | 2.49% | −1.08 |
| WTW Willis Towers Watson PLC | Reduce -32.6% | 2.31% | −1.04 |
| WBD Warner Bros Discovery Inc. | Reduce -81.8% | 0.34% | −0.85 |
| LW Lamb Weston Holdings Inc. | Reduce -4.3% | 2.34% | −0.81 |
| CLVT Clarivate PLC | Reduce -2.6% | 5.02% | −0.48 |
| BRO Brown & Brown Inc. | Reduce -22.0% | 1.02% | −0.41 |
| KVUE Kenvue Inc. | Reduce -85.1% | 0.08% | −0.39 |
| AMG Affiliated Managers Group | Reduce -26.6% | 6.03% | −0.29 |
| CMCSA Comcast Corp. Class A | Reduce -47.0% | 0.34% | −0.29 |
| IT Gartner Inc. | Reduce -24.0% | 0.65% | −0.18 |
| POST Post Holdings Inc. | Reduce -1.2% | 6.58% | −0.15 |
| GFL GFL Environmental Inc.-Sub VT | Reduce -1.9% | 2.79% | −0.13 |
| SCHW Schwab (charles) Corp. | Reduce -17.7% | 1.56% | −0.13 |
| DEO Diageo PLC-Sponsored ADR | Reduce -58.2% | 0.05% | −0.07 |
| USFD US Foods Holding Corp. | Reduce -7.0% | 3.07% | −0.05 |
| PAYX Paychex Inc. | Reduce -1.4% | 0.51% | −0.03 |
| WDAY Workday Inc. Class A | Reduce -5.7% | 0.18% | −0.02 |
| OTIS Otis Worldwide Corp. | Reduce -8.3% | 0.29% | −0.02 |
| ONB Old National Bancorp | Reduce -67.3% | 0.01% | −0.01 |
| MSFT Microsoft Corp. | Reduce -0.9% | 1.09% | −0.01 |
| NIC Nicolet Bankshares Inc. | Sold out | 0.00% | −0.00 |
| NFLX Netflix Inc. | Reduce -11.0% | 0.01% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 0.07% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -7.6% | 0.01% | 0.00 |
| V Visa Inc. Class A | Reduce -0.2% | 0.03% | +0.00 |
| MCD McDonald's Corp. | Reduce -0.4% | 0.04% | +0.00 |
| IBM Intl Business Machines Corp. | Reduce -1.5% | 0.05% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -4.7% | 0.07% | +0.02 |
| KDP Keurig Dr Pepper Inc. | Reduce -9.9% | 0.33% | +0.02 |
| CSCO Cisco Systems Inc. | Reduce -1.3% | 0.14% | +0.02 |
| MDT Medtronic PLC | Reduce -1.3% | 0.48% | +0.03 |
| LLY Eli Lilly & Co. | Reduce -19.9% | 0.20% | +0.04 |
| DIS The Walt Disney Co. | Reduce -0.7% | 0.64% | +0.04 |
| PEP Pepsico Inc. | Reduce -0.6% | 0.68% | +0.06 |
| IEX Idex Corp. | Reduce -0.2% | 0.41% | +0.06 |
| UPS United Parcel Service Class B | Reduce -0.2% | 0.49% | +0.10 |
| USB US Bancorp | Reduce -2.4% | 0.82% | +0.11 |
| LSTR Landstar System Inc. | Reduce -1.2% | 0.62% | +0.12 |
| RAL Ralliant Corp. | Reduce -1.3% | 0.66% | +0.13 |
| BDX Becton Dickinson and Co. | Reduce -2.8% | 1.65% | +0.13 |
| ALGN Align Technology Inc. | Reduce -0.2% | 0.51% | +0.13 |
| FDX FedEx Corp. | Reduce -18.1% | 1.86% | +0.14 |
| AXP American Express Co. | Reduce -2.8% | 1.12% | +0.16 |
| FTV Fortive Corp. | Reduce -0.2% | 1.00% | +0.17 |
| COF Capital One Financial Corp. | Reduce -4.1% | 1.23% | +0.18 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -1.0% | 1.52% | +0.19 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -18.4% | 3.29% | +0.20 |
Portfolio Buys Q3 2025 → Q4 2025
| CCC CCC Intelligent Solutions Ho | Add +70.3% | 2.54% | +0.95 |
| MIDD Middleby Corp. | Add +21.5% | 2.71% | +0.86 |
| FIS Fidelity National Info Serv | Add +539.2% | 0.62% | +0.53 |
| IFF Intl Flavors & Fragrances | Add +149.9% | 0.63% | +0.42 |
| XOM Exxon Mobil Corp. | Add +211.4% | 0.48% | +0.34 |
| CPRT Copart Inc. | New | 0.34% | +0.34 |
| ABNB Airbnb Inc. Class A | Add +79.3% | 0.62% | +0.33 |
| LKQ LKQ Corp. | Add +5.1% | 2.63% | +0.28 |
| PRMB Primo Brands Corp. | Add +52.8% | 1.32% | +0.23 |
| DGRO iShares Core Dividend Growth | New | 0.23% | +0.23 |
| ADI Analog Devices Inc. | New | 0.21% | +0.21 |
| OAKM Oakmark US Large Cap ETF | Add +351.7% | 0.25% | +0.21 |
| AAPL Apple Inc. | Add +6.3% | 1.04% | +0.19 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +150.3% | 0.29% | +0.19 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +119.3% | 0.30% | +0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +552.2% | 0.20% | +0.17 |
| ROK Rockwell Automation Inc. | New | 0.17% | +0.17 |
| LIN Linde PLC | New | 0.17% | +0.17 |
| ADBE Adobe Inc. | New | 0.17% | +0.17 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +39.4% | 0.41% | +0.14 |
| JNJ Johnson & Johnson | Add +3.5% | 0.62% | +0.12 |
| AMZN Amazon.com Inc. | Add +38.3% | 0.32% | +0.12 |
| TMO Thermo Fisher Scientific Inc. | Add +0.6% | 0.45% | +0.10 |
| DHR Danaher Corp. | Add +2.5% | 0.43% | +0.09 |
| VOO Vanguard S&P 500 ETF | Add +94.0% | 0.17% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +85.6% | 0.17% | +0.09 |
| WM Waste Management Inc. | Add +9.0% | 0.40% | +0.06 |
| ROP Roper Technologies Inc. | New | 0.05% | +0.05 |
| MAA Mid-America Apartment Comm | Add +0.2% | 0.68% | +0.04 |
| HD Home Depot Inc. | Add +86.2% | 0.10% | +0.04 |
| MA Mastercard Inc. Class A | Add +0.4% | 0.54% | +0.04 |
| UBER Uber Technologies Inc. | New | 0.04% | +0.04 |
| SHW The Sherwin-Williams Co. | New | 0.03% | +0.03 |
| NUE Nucor Corp. | Add +0.5% | 0.08% | +0.02 |
| VEA Vanguard Ftse Developed ETF | New | 0.02% | +0.02 |
| MRK Merck & Co. Inc. | Add +7.3% | 0.05% | +0.02 |
| EPD Enterprise Products Partners | Add +0.6% | 0.15% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +1.8% | 0.06% | +0.01 |
| PG The Procter & Gamble Co. | Add +2.9% | 0.42% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | New | 0.01% | +0.01 |
| VICI Vici Properties Inc. | Add +36.3% | 0.05% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.01% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +1.6% | 0.10% | +0.01 |
| NVDA Nvidia Corp. | Add +20.0% | 0.04% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.01% | +0.01 |
| AKRE Akre Focus ETF | New | 0.01% | +0.01 |
| ETOR Etoro Group Ltd. Class A | New | 0.01% | +0.01 |
| MFC Manulife Financial Corp. | New | 0.01% | +0.01 |
| AMGN Amgen Inc. | New | 0.00% | +0.00 |
| NVS Novartis AG-Sponsored ADR | New | 0.00% | +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 |