Filed: 8/11/2026ACC: 0001172661-26-003236
📋 What this filing means
CLARKSTON CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 96 equity positions with a total reported market value of $1.18B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
96
Positions
$1.18B
Total AUM (reported)
82.77M
Total Shares
Allocation by class
COM$885.13M74.8%
ORD SHS$100.50M8.5%
CL A$69.25M5.8%
SUB VTG SHS$32.34M2.7%
CLASS A COM SHS$27.26M2.3%
COM CL A$17.41M1.5%
COM NEW$11.68M1.0%
Portfolio Concentration
Top 3$282.61M23.9%
4–10$330.08M27.9%
11–25$369.11M31.2%
Rest$202.27M17.1%
Top 3 weight
23.9%
Top 10 weight
51.7%
Voting Authority Distribution
Total shares with voting rights: 82.77M
Sole
Full voting authority
61.88M
shares
% of voting shares74.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
20.88M
shares
% of voting shares25.2%
Investment Discretion (by position count)
Sole96
Shared0
Other0
Dominant voting typeSole · 74.8% of voting shares
Institutional Holdings96
Rows:
POST HLDGS INC
SOLEShares1.21M
TypeSH
Market value$106.43M
8.99%
Sole
905.04K
Shared
0.00
None
300.88K
CLARIVATE PLC
SOLEShares45.73M
TypeSH
Market value$98.79M
8.34%
Sole
33.90M
Shared
0.00
None
11.83M
AFFILIATED MANAGERS GROUP
SOLEShares228.68K
TypeSH
Market value$77.39M
6.54%
Sole
173.51K
Shared
0.00
None
55.17K
AVANTOR INC
SOLEShares6.79M
TypeSH
Market value$67.21M
5.68%
Sole
4.91M
Shared
0.00
None
1.88M
CCC INTELLIGENT SOLUTIONS HL
SOLEShares12.52M
TypeSH
Market value$64.59M
5.45%
Sole
9.16M
Shared
0.00
None
3.36M
LKQ CORP
SOLEShares1.62M
TypeSH
Market value$42.58M
3.60%
Sole
1.16M
Shared
0.00
None
461.25K
MIDDLEBY CORP
SOLEShares243.85K
TypeSH
Market value$41.94M
3.54%
Sole
178.63K
Shared
0.00
None
65.22K
ENVISTA HOLDINGS CORPORATION
SOLEShares1.47M
TypeSH
Market value$38.84M
3.28%
Sole
1.10M
Shared
0.00
None
371.50K
ROPER TECHNOLOGIES INC
SOLEShares112.56K
TypeSH
Market value$38.09M
3.22%
Sole
82.47K
Shared
0.00
None
30.09K
WILEY JOHN & SONS INC
SOLEShares759.08K
TypeSH
Market value$36.82M
3.11%
Sole
757.88K
Shared
0.00
None
1.21K
SCHEIN HENRY INC
SOLEShares421.07K
TypeSH
Market value$35.17M
2.97%
Sole
319.27K
Shared
0.00
None
101.80K
LAMB WESTON HLDGS INC
SOLEShares791.48K
TypeSH
Market value$34.18M
2.89%
Sole
575.73K
Shared
0.00
None
215.75K
GFL ENVIRONMENTAL INC
SOLEShares878.91K
TypeSH
Market value$32.34M
2.73%
Sole
641.19K
Shared
0.00
None
237.72K
WAYSTAR HLDG CORP
SOLEShares1.56M
TypeSH
Market value$32.03M
2.71%
Sole
1.16M
Shared
0.00
None
401.23K
PRIMO BRANDS CORPORATION
SOLEShares1.12M
TypeSH
Market value$27.26M
2.30%
Sole
799.58K
Shared
0.00
None
315.95K
RYAN SPECIALTY HOLDINGS INC
SOLEShares710.75K
TypeSH
Market value$26.84M
2.27%
Sole
500.14K
Shared
0.00
None
210.60K
GARTNER INC
SOLEShares197.57K
TypeSH
Market value$25.61M
2.16%
Sole
137.36K
Shared
0.00
None
60.21K
BROWN & BROWN INC
SOLEShares395.89K
TypeSH
Market value$25.40M
2.14%
Sole
290.59K
Shared
0.00
None
105.30K
LPL FINL HLDGS INC
SOLEShares76.50K
TypeSH
Market value$21.55M
1.82%
Sole
55K
Shared
0.00
None
21.50K
IQVIA HLDGS INC
SOLEShares104.94K
TypeSH
Market value$20.28M
1.71%
Sole
47.94K
Shared
0.00
None
57K
US FOODS HLDG CORP
SOLEShares187.62K
TypeSH
Market value$19.18M
1.62%
Sole
132.41K
Shared
0.00
None
55.20K
ENERGIZER HLDGS INC
SOLEShares848.17K
TypeSH
Market value$18.18M
1.54%
Sole
846.92K
Shared
0.00
None
1.25K
AIRBNB INC
SOLEShares121.65K
TypeSH
Market value$17.41M
1.47%
Sole
56.65K
Shared
0.00
None
65K
LANDSTAR SYS INC
SOLEShares82.51K
TypeSH
Market value$17.06M
1.44%
Sole
82.40K
Shared
0.00
None
110.00
NEOGEN CORP
SOLEShares1.85M
TypeSH
Market value$16.63M
1.40%
Sole
1.85M
Shared
0.00
None
2.60K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
POST HLDGS INCSOLE | COM | 1.21M | SH | $106.43M 8.99% | 905.04K | 0.00 | 300.88K |
CLARIVATE PLCSOLE | ORD SHS | 45.73M | SH | $98.79M 8.34% | 33.90M | 0.00 | 11.83M |
AFFILIATED MANAGERS GROUPSOLE | COM | 228.68K | SH | $77.39M 6.54% | 173.51K | 0.00 | 55.17K |
AVANTOR INCSOLE | COM | 6.79M | SH | $67.21M 5.68% | 4.91M | 0.00 | 1.88M |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 12.52M | SH | $64.59M 5.45% | 9.16M | 0.00 | 3.36M |
LKQ CORPSOLE | COM | 1.62M | SH | $42.58M 3.60% | 1.16M | 0.00 | 461.25K |
MIDDLEBY CORPSOLE | COM | 243.85K | SH | $41.94M 3.54% | 178.63K | 0.00 | 65.22K |
ENVISTA HOLDINGS CORPORATIONSOLE | COM | 1.47M | SH | $38.84M 3.28% | 1.10M | 0.00 | 371.50K |
ROPER TECHNOLOGIES INCSOLE | COM | 112.56K | SH | $38.09M 3.22% | 82.47K | 0.00 | 30.09K |
WILEY JOHN & SONS INCSOLE | CL A | 759.08K | SH | $36.82M 3.11% | 757.88K | 0.00 | 1.21K |
SCHEIN HENRY INCSOLE | COM | 421.07K | SH | $35.17M 2.97% | 319.27K | 0.00 | 101.80K |
LAMB WESTON HLDGS INCSOLE | COM | 791.48K | SH | $34.18M 2.89% | 575.73K | 0.00 | 215.75K |
GFL ENVIRONMENTAL INCSOLE | SUB VTG SHS | 878.91K | SH | $32.34M 2.73% | 641.19K | 0.00 | 237.72K |
WAYSTAR HLDG CORPSOLE | COM | 1.56M | SH | $32.03M 2.71% | 1.16M | 0.00 | 401.23K |
PRIMO BRANDS CORPORATIONSOLE | CLASS A COM SHS | 1.12M | SH | $27.26M 2.30% | 799.58K | 0.00 | 315.95K |
RYAN SPECIALTY HOLDINGS INCSOLE | CL A | 710.75K | SH | $26.84M 2.27% | 500.14K | 0.00 | 210.60K |
GARTNER INCSOLE | COM | 197.57K | SH | $25.61M 2.16% | 137.36K | 0.00 | 60.21K |
BROWN & BROWN INCSOLE | COM | 395.89K | SH | $25.40M 2.14% | 290.59K | 0.00 | 105.30K |
LPL FINL HLDGS INCSOLE | COM | 76.50K | SH | $21.55M 1.82% | 55K | 0.00 | 21.50K |
IQVIA HLDGS INCSOLE | COM | 104.94K | SH | $20.28M 1.71% | 47.94K | 0.00 | 57K |
US FOODS HLDG CORPSOLE | COM | 187.62K | SH | $19.18M 1.62% | 132.41K | 0.00 | 55.20K |
ENERGIZER HLDGS INCSOLE | COM | 848.17K | SH | $18.18M 1.54% | 846.92K | 0.00 | 1.25K |
AIRBNB INCSOLE | COM CL A | 121.65K | SH | $17.41M 1.47% | 56.65K | 0.00 | 65K |
LANDSTAR SYS INCSOLE | COM | 82.51K | SH | $17.06M 1.44% | 82.40K | 0.00 | 110.00 |
NEOGEN CORPSOLE | COM | 1.85M | SH | $16.63M 1.40% | 1.85M | 0.00 | 2.60K |
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