Clarkston Capital Partners, LLC

Name: Clarkston Capital Partners, LLC 13F holdings, Q1 2026
Creator: Clarkston Capital Partners, LLC
Published: 2026-05-14

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Clarkston Capital Partners, LLC reported 98 stock positions worth $1.3 billion. Its top holding was Post (POST) at 9.0% of the portfolio, followed by Clarivate (CLVT, 8.3%) and Affiliated Managers (AMG, 6.6%). Compared with Q4 2025, it opened 10 new positions, sold out of 90, added to 3 and reduced 77. The biggest buy was Roper Technologies (ROP, shares +1752%) and the biggest sale C.H. Robinson Worldwide (CHRW, shares −87%).

Most Recent 13F: Q2 2026
Location: Rochester, MI
CIK: 0001562855
Portfolio Value: $1.3B (Q1 2026)
SEC Filing: 0001398344-26-009118 ↗ filed May 14, 2026

Holdings Value

Holdings 98 stocks · $1.3B


POST Post Holdings Inc. filed as POST HLDGS INC	9.00%	1,193,067	$117.9M	Reduce -58.4%
CLVT Clarivate PLC	8.27%	42,846,530	$108.4M	Reduce -34.0%
AMG Affiliated Managers Group	6.62%	313,708	$86.8M	Reduce -65.3%
AVTR Avantor Inc.	5.16%	8,629,389	$67.7M	Reduce -42.9%
CCC CCC Intelligent Solutions Ho	4.38%	9,576,746	$57.5M	Reduce -30.6%
LKQ LKQ Corp.	3.45%	1,537,743	$45.2M	Reduce -59.1%
LW Lamb Weston Holdings Inc.	3.19%	990,705	$41.9M	Reduce -58.9%
GFL GFL Environmental Inc.-Sub VT	2.96%	929,859	$38.8M	Reduce -66.8%
MIDD Middleby Corp.	2.93%	289,516	$38.4M	Reduce -63.3%
IT Gartner Inc.	2.77%	229,592	$36.4M	Add +105.2%
WLY Wiley (john) & Sons Class A	2.74%	942,556	$35.9M	Reduce -64.0%
HSIC Henry Schein Inc. filed as SCHEIN HENRY INC	2.72%	484,174	$35.7M	Reduce -67.2%
ROP Roper Technologies Inc.	2.55%	94,427	$33.4M	Add +1751.5%
NVST Envista Holdings Corp.	2.29%	1,182,055	$30.0M	Reduce -71.9%
LPLA LPL Financial Holdings Inc.	2.21%	96,404	$29.0M	Reduce -68.0%
TAP Molson Coors Beverage Co. Class B	2.19%	665,185	$28.6M	Reduce -80.2%
BRO Brown & Brown Inc.	2.06%	414,861	$27.1M	Reduce -25.1%
USFD US Foods Holding Corp.	2.04%	289,575	$26.7M	Reduce -83.6%
PRMB Primo Brands Corp.	1.89%	1,316,352	$24.8M	Reduce -62.1%
ENR Energizer Holdings Inc.	1.75%	1,398,215	$23.0M	Reduce -66.9%
WAY Waystar Holding Corp.	1.75%	950,531	$22.9M	New
IQV Iqvia Holdings Inc.	1.70%	130,423	$22.2M	Reduce -48.4%
BDX Becton Dickinson and Co.	1.57%	131,106	$20.6M	Reduce -64.2%
NEOG Neogen Corp.	1.56%	2,204,788	$20.5M	Reduce -80.5%
FTV Fortive Corp.	1.47%	347,730	$19.2M	Reduce -55.4%
CHRW C.H. Robinson Worldwide Inc.	1.46%	115,533	$19.2M	Reduce -86.9%
ABNB Airbnb Inc. Class A	1.44%	149,060	$18.8M	Reduce -24.3%
FIS Fidelity National Info Serv	1.42%	397,875	$18.7M	Reduce -1.2%
LSTR Landstar System Inc.	1.31%	107,210	$17.2M	Reduce -42.3%
RAL Ralliant Corp.	1.22%	384,747	$16.0M	Reduce -31.2%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA	0.88%	158,670	$11.5M	Reduce -60.9%
SCHW Schwab (charles) Corp.	0.88%	122,357	$11.5M	Reduce -81.9%
ALGN Align Technology Inc.	0.78%	59,975	$10.3M	Reduce -57.5%
RYAN Ryan Specialty Holdings Inc.	0.78%	301,915	$10.2M	New
FDX FedEx Corp.	0.73%	27,005	$9.6M	Reduce -90.3%
WTW Willis Towers Watson PLC	0.71%	32,180	$9.4M	Reduce -89.4%
CPRT Copart Inc.	0.59%	233,076	$7.7M	Reduce -37.0%
BRBR Bellring Brands Inc.	0.55%	446,768	$7.2M	Reduce -61.3%
COF Capital One Financial Corp.	0.53%	38,375	$7.0M	Reduce -82.5%
IEX Idex Corp.	0.52%	36,260	$6.9M	Reduce -63.7%
BIL SS SPDR BB 1-3M T-Bill ETF	0.43%	61,215	$5.6M	Reduce -68.5%
BUD Anheuser-Busch Inbev-SPN ADR	0.43%	80,465	$5.6M	Reduce -92.2%
AXP American Express Co.	0.34%	14,664	$4.4M	Reduce -88.8%
GOOGL Alphabet Inc. Class A	0.30%	13,638	$3.9M	Reduce -91.8%
MSFT Microsoft Corp.	0.27%	9,611	$3.6M	Reduce -90.2%
DHR Danaher Corp.	0.26%	18,080	$3.4M	Reduce -77.7%
SYY Sysco Corp.	0.24%	44,964	$3.2M	Reduce -94.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.24%	32,696	$3.2M	Reduce -86.5%
PEP Pepsico Inc.	0.24%	20,183	$3.1M	Reduce -90.1%
AAPL Apple Inc.	0.21%	11,033	$2.8M	Reduce -93.3%
IVV iShares Core S&P 500 ETF	0.21%	4,238	$2.8M	Reduce -31.0%
JNJ Johnson & Johnson	0.18%	9,836	$2.4M	Reduce -92.4%
FNDX Schwab Fndmntl US LRG Co. ETF	0.18%	84,310	$2.3M	Reduce -82.2%
FNDF Schwab Fndmn Intl LRG Co. ETF	0.18%	46,977	$2.3M	Reduce -82.9%
MA Mastercard Inc. Class A	0.17%	4,362	$2.2M	Reduce -89.4%
MDT Medtronic PLC	0.15%	23,151	$2.0M	Reduce -89.2%
CRM Salesforce Inc.	0.15%	10,640	$2.0M	New
PG The Procter & Gamble Co.	0.14%	12,818	$1.9M	Reduce -89.8%
PAYX Paychex Inc.	0.14%	19,608	$1.8M	Reduce -90.1%
SPDW Ste STR SPDR PT DW Eu ETF	0.14%	39,500	$1.8M	No change
WDAY Workday Inc. Class A	0.14%	13,850	$1.8M	Reduce -61.1%
TMO Thermo Fisher Scientific Inc.	0.13%	3,580	$1.8M	Reduce -89.3%
CACC Credit Acceptance Corp.	0.13%	4,000	$1.7M	No change
KDP Keurig Dr Pepper Inc.	0.13%	63,500	$1.7M	Reduce -87.5%
OTIS Otis Worldwide Corp.	0.11%	19,530	$1.5M	Reduce -86.5%
DGRO iShares Core Dividend Growth	0.11%	20,145	$1.4M	Reduce -86.0%
OAKM Oakmark US Large Cap ETF	0.11%	51,100	$1.4M	Reduce -86.8%
WM Waste Management Inc.	0.10%	5,463	$1.3M	Reduce -93.0%
DVA Davita Inc.	0.08%	6,954	$1.1M	No change
AMZN Amazon.com Inc.	0.08%	5,099	$1.1M	Reduce -91.6%
ORLY O'reilly Automotive Inc.	0.08%	11,475	$1.1M	Reduce -20.7%
GOOG Alphabet Inc. Class C	0.07%	3,215	$922K	Reduce -64.3%
ZTS Zoetis Inc.	0.07%	7,584	$897K	New
USB US Bancorp	0.07%	17,167	$893K	Reduce -97.4%
BRK.B Berkshire Hathaway Inc. Class B	0.06%	1,755	$841K	Reduce -90.0%
NOW ServiceNow Inc.	0.06%	8,002	$837K	New
XOM Exxon Mobil Corp.	0.06%	4,670	$792K	Reduce -97.3%
IJH iShares Core S&P Midcap ETF	0.06%	11,125	$751K	No change
EFX Equifax Inc.	0.06%	4,109	$740K	New
ALC Alcon Inc. filed as ALCON AG	0.06%	9,771	$736K	New
BRK.A Berkshire Hathaway Inc. Class A	0.05%	1	$718K	Reduce -66.7%
EEM iShares MSCI Emerging Market	0.05%	12,250	$696K	No change
IWM iShares Russell 2000 ETF	0.05%	2,600	$645K	Reduce -11.9%
USL United States 12 Month Oil	0.05%	12,500	$603K	No change
EFA iShares MSCI Eafe ETF	0.04%	5,992	$582K	Reduce -4.9%
SCHD Schwab US DVD Equity ETF	0.04%	17,608	$540K	Add +0.0%
NVDA Nvidia Corp.	0.03%	2,222	$388K	Reduce -74.5%
F Ford Motor Co. filed as FORD MTR CO	0.03%	32,160	$371K	Reduce -18.2%
JAAA Janus Henderson Aaa Clo ETF	0.03%	7,250	$365K	New
VNLA Janus Henderson Short Durati	0.03%	7,385	$361K	New
ORCL Oracle Corp.	0.03%	2,350	$346K	Reduce -62.7%
VOO Vanguard S&P 500 ETF	0.03%	556	$332K	Reduce -95.3%
RTX RTX Corp.	0.02%	1,608	$310K	Reduce -20.5%
JPM JPMorgan Chase & Co.	0.02%	1,034	$304K	Reduce -51.8%
LBRDK Liberty Broadband-C	0.02%	6,000	$302K	No change
MRSH Marsh & McLennan Cos	0.02%	1,725	$299K	Reduce -22.5%
NIC Nicolet Bankshares Inc.	0.02%	1,555	$231K	New
WFC Wells Fargo & Co.	0.02%	2,650	$211K	No change

Portfolio Sells Q4 2025 → Q1 2026


CHRW C.H. Robinson Worldwide Inc.	Reduce -86.9%	1.46%	−1.83
WTW Willis Towers Watson PLC	Reduce -89.4%	0.71%	−1.59
TAP Molson Coors Beverage Co. Class B	Reduce -80.2%	2.19%	−1.44
SYY Sysco Corp.	Reduce -94.5%	0.24%	−1.16
FDX FedEx Corp.	Reduce -90.3%	0.73%	−1.13
BUD Anheuser-Busch Inbev-SPN ADR	Reduce -92.2%	0.43%	−1.09
USFD US Foods Holding Corp.	Reduce -83.6%	2.04%	−1.04
GOOGL Alphabet Inc. Class A	Reduce -91.8%	0.30%	−0.90
AAPL Apple Inc.	Reduce -93.3%	0.21%	−0.83
MSFT Microsoft Corp.	Reduce -90.2%	0.27%	−0.82
AXP American Express Co.	Reduce -88.8%	0.34%	−0.78
USB US Bancorp	Reduce -97.4%	0.07%	−0.75
COF Capital One Financial Corp.	Reduce -82.5%	0.53%	−0.70
SCHW Schwab (charles) Corp.	Reduce -81.9%	0.88%	−0.69
MAA Mid-America Apartment Comm	Sold out	0.00%	−0.68
UPS United Parcel Service Class B	Sold out	0.00%	−0.49
PEP Pepsico Inc.	Reduce -90.1%	0.24%	−0.44
JNJ Johnson & Johnson	Reduce -92.4%	0.18%	−0.43
XOM Exxon Mobil Corp.	Reduce -97.3%	0.06%	−0.42
DIS The Walt Disney Co.	Reduce -86.5%	0.24%	−0.40
MA Mastercard Inc. Class A	Reduce -89.4%	0.17%	−0.38
PAYX Paychex Inc.	Reduce -90.1%	0.14%	−0.38
WBD Warner Bros Discovery Inc.	Sold out	0.00%	−0.34
CMCSA Comcast Corp. Class A	Sold out	0.00%	−0.34
MDT Medtronic PLC	Reduce -89.2%	0.15%	−0.32
TMO Thermo Fisher Scientific Inc.	Reduce -89.3%	0.13%	−0.31
WM Waste Management Inc.	Reduce -93.0%	0.10%	−0.30
LPLA LPL Financial Holdings Inc.	Reduce -68.0%	2.21%	−0.28
PG The Procter & Gamble Co.	Reduce -89.8%	0.14%	−0.27
NEOG Neogen Corp.	Reduce -80.5%	1.56%	−0.27
BX Blackstone Inc.	Sold out	0.00%	−0.27
META Meta Platforms Inc. Class A	Sold out	0.00%	−0.25
AMZN Amazon.com Inc.	Reduce -91.6%	0.08%	−0.24
ADI Analog Devices Inc.	Sold out	0.00%	−0.21
GS Goldman Sachs Group Inc.	Sold out	0.00%	−0.20
KDP Keurig Dr Pepper Inc.	Reduce -87.5%	0.13%	−0.20
LLY Eli Lilly & Co.	Sold out	0.00%	−0.20
SFBS Servisfirst Bancshares Inc.	Sold out	0.00%	−0.20
ENR Energizer Holdings Inc.	Reduce -66.9%	1.75%	−0.19
OTIS Otis Worldwide Corp.	Reduce -86.5%	0.11%	−0.18
ROK Rockwell Automation Inc.	Sold out	0.00%	−0.17
LIN Linde PLC	Sold out	0.00%	−0.17
ADBE Adobe Inc.	Sold out	0.00%	−0.17
SPY SS SPDR S&P 500 ETF Trust-US	Sold out	0.00%	−0.17
DHR Danaher Corp.	Reduce -77.7%	0.26%	−0.17
BRBR Bellring Brands Inc.	Reduce -61.3%	0.55%	−0.17
EPD Enterprise Products Partners	Sold out	0.00%	−0.15
OAKM Oakmark US Large Cap ETF	Reduce -86.8%	0.11%	−0.15
VOO Vanguard S&P 500 ETF	Reduce -95.3%	0.03%	−0.15
BRK.B Berkshire Hathaway Inc. Class B	Reduce -90.0%	0.06%	−0.14

Portfolio Buys Q4 2025 → Q1 2026


ROP Roper Technologies Inc.	Add +1751.5%	2.55%	+2.50
IT Gartner Inc.	Add +105.2%	2.77%	+2.12
WAY Waystar Holding Corp.	New	1.75%	+1.75
RYAN Ryan Specialty Holdings Inc.	New	0.78%	+0.78
CRM Salesforce Inc.	New	0.15%	+0.15
ZTS Zoetis Inc.	New	0.07%	+0.07
NOW ServiceNow Inc.	New	0.06%	+0.06
EFX Equifax Inc.	New	0.06%	+0.06
ALC Alcon Inc.	New	0.06%	+0.06
SCHD Schwab US DVD Equity ETF	Add +0.0%	0.04%	+0.03
JAAA Janus Henderson Aaa Clo ETF	New	0.03%	+0.03
VNLA Janus Henderson Short Durati	New	0.03%	+0.03
NIC Nicolet Bankshares Inc.	New	0.02%	+0.02

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