Filed: 5/14/2025ACC: 0001398344-25-009360
📋 What this filing means
CLARKSTON CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 146 equity positions with a total reported market value of $5.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
146
Positions
$5.07B
Total AUM (reported)
183.99M
Total Shares
Allocation by class
COM$3.37B66.4%
CL B$309.08M6.1%
ORD SHS$292.89M5.8%
SHS$220.49M4.4%
SUB VTG SHS$217.79M4.3%
CL A$210.76M4.2%
COM NEW$203.62M4.0%
Portfolio Concentration
Top 3$961.54M19.0%
4–10$1.47B29.0%
11–25$1.60B31.5%
Rest$1.04B20.6%
Top 3 weight
19.0%
Top 10 weight
47.9%
Voting Authority Distribution
Total shares with voting rights: 183.99M
Sole
Full voting authority
176.63M
shares
% of voting shares96.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.37M
shares
% of voting shares4.0%
Investment Discretion (by position count)
Sole138
Shared0
Other8
Dominant voting typeSole · 96.0% of voting shares
Institutional Holdings146
Rows:
POST HLDGS INC
SOLEShares3.36M
TypeSH
Market value$391.49M
7.72%
Sole
3.20M
Shared
0.00
None
163.41K
CLARIVATE PLC
SOLEShares74.53M
TypeSH
Market value$292.89M
5.78%
Sole
70.98M
Shared
0.00
None
3.55M
MOLSON COORS BEVERAGE CO
SOLEShares4.55M
TypeSH
Market value$277.15M
5.47%
Sole
4.34M
Shared
0.00
None
208.55K
AFFILIATED MANAGERS GROUP IN
SOLEShares1.59M
TypeSH
Market value$266.38M
5.26%
Sole
1.51M
Shared
0.00
None
73.91K
US FOODS HLDG CORP
SOLEShares3.40M
TypeSH
Market value$222.56M
4.39%
Sole
3.23M
Shared
0.00
None
165.86K
LPL FINL HLDGS INC
SOLEShares674.23K
TypeSH
Market value$220.57M
4.35%
Sole
648.89K
Shared
0.00
None
25.34K
GFL ENVIRONMENTAL INC
SOLEShares4.51M
TypeSH
Market value$217.79M
4.30%
Sole
4.27M
Shared
0.00
None
239.53K
LAMB WESTON HLDGS INC
SOLEShares3.72M
TypeSH
Market value$198.36M
3.91%
Sole
3.56M
Shared
0.00
None
163.47K
WILLIS TOWERS WATSON PLC LTD
SOLEShares510.56K
TypeSH
Market value$172.55M
3.40%
Sole
483.40K
Shared
0.00
None
27.16K
C H ROBINSON WORLDWIDE INC
SOLEShares1.66M
TypeSH
Market value$170.19M
3.36%
Sole
1.58M
Shared
0.00
None
77.05K
SYSCO CORP
SOLEShares2.14M
TypeSH
Market value$160.67M
3.17%
Sole
2.07M
Shared
0.00
None
71.66K
AVANTOR INC
SOLEShares9.59M
TypeSH
Market value$155.49M
3.07%
Sole
9.11M
Shared
0.00
None
480.27K
WILEY JOHN & SONS INC
SOLEShares3.05M
TypeSH
Market value$136.06M
2.68%
Sole
3.03M
Shared
0.00
None
23.04K
ENERGIZER HLDGS INC NEW
SOLEShares4.21M
TypeSH
Market value$125.84M
2.48%
Sole
4.17M
Shared
0.00
None
32.85K
HENRY SCHEIN INC
SOLEShares1.75M
TypeSH
Market value$119.97M
2.37%
Sole
1.67M
Shared
0.00
None
85.25K
BROWN & BROWN INC
SOLEShares950.71K
TypeSH
Market value$118.27M
2.33%
Sole
903.83K
Shared
0.00
None
46.88K
LKQ CORP
SOLEShares2.51M
TypeSH
Market value$106.96M
2.11%
Sole
2.38M
Shared
0.00
None
131.97K
MIDDLEBY CORP
SOLEShares688.56K
TypeSH
Market value$104.65M
2.06%
Sole
654.01K
Shared
0.00
None
34.55K
CABLE ONE INC
SOLEShares357.19K
TypeSH
Market value$94.93M
1.87%
Sole
354.54K
Shared
0.00
None
2.65K
ANHEUSER BUSCH INBEV SA/NV
SOLEShares1.50M
TypeSH
Market value$92.24M
1.82%
Sole
1.48M
Shared
0.00
None
17.93K
HILLENBRAND INC
SOLEShares3.76M
TypeSH
Market value$90.79M
1.79%
Sole
3.73M
Shared
0.00
None
27.13K
FEDEX CORP
SOLEShares342.48K
TypeSH
Market value$83.49M
1.65%
Sole
307.05K
Shared
0.00
None
35.43K
ENVISTA HOLDINGS CORPORATION
SOLEShares4.69M
TypeSH
Market value$80.89M
1.60%
Sole
4.65M
Shared
0.00
None
35.63K
SCHWAB CHARLES CORP
SOLEShares915.33K
TypeSH
Market value$71.65M
1.41%
Sole
817.06K
Shared
0.00
None
98.28K
NEOGEN CORP
SOLEShares6.28M
TypeSH
Market value$54.41M
1.07%
Sole
6.23M
Shared
0.00
None
44.73K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
POST HLDGS INCSOLE | COM | 3.36M | SH | $391.49M 7.72% | 3.20M | 0.00 | 163.41K |
CLARIVATE PLCSOLE | ORD SHS | 74.53M | SH | $292.89M 5.78% | 70.98M | 0.00 | 3.55M |
MOLSON COORS BEVERAGE COSOLE | CL B | 4.55M | SH | $277.15M 5.47% | 4.34M | 0.00 | 208.55K |
AFFILIATED MANAGERS GROUP INSOLE | COM | 1.59M | SH | $266.38M 5.26% | 1.51M | 0.00 | 73.91K |
US FOODS HLDG CORPSOLE | COM | 3.40M | SH | $222.56M 4.39% | 3.23M | 0.00 | 165.86K |
LPL FINL HLDGS INCSOLE | COM | 674.23K | SH | $220.57M 4.35% | 648.89K | 0.00 | 25.34K |
GFL ENVIRONMENTAL INCSOLE | SUB VTG SHS | 4.51M | SH | $217.79M 4.30% | 4.27M | 0.00 | 239.53K |
LAMB WESTON HLDGS INCSOLE | COM | 3.72M | SH | $198.36M 3.91% | 3.56M | 0.00 | 163.47K |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 510.56K | SH | $172.55M 3.40% | 483.40K | 0.00 | 27.16K |
C H ROBINSON WORLDWIDE INCSOLE | COM NEW | 1.66M | SH | $170.19M 3.36% | 1.58M | 0.00 | 77.05K |
SYSCO CORPSOLE | COM | 2.14M | SH | $160.67M 3.17% | 2.07M | 0.00 | 71.66K |
AVANTOR INCSOLE | COM | 9.59M | SH | $155.49M 3.07% | 9.11M | 0.00 | 480.27K |
WILEY JOHN & SONS INCSOLE | CL A | 3.05M | SH | $136.06M 2.68% | 3.03M | 0.00 | 23.04K |
ENERGIZER HLDGS INC NEWSOLE | COM | 4.21M | SH | $125.84M 2.48% | 4.17M | 0.00 | 32.85K |
HENRY SCHEIN INCSOLE | COM | 1.75M | SH | $119.97M 2.37% | 1.67M | 0.00 | 85.25K |
BROWN & BROWN INCSOLE | COM | 950.71K | SH | $118.27M 2.33% | 903.83K | 0.00 | 46.88K |
LKQ CORPSOLE | COM | 2.51M | SH | $106.96M 2.11% | 2.38M | 0.00 | 131.97K |
MIDDLEBY CORPSOLE | COM | 688.56K | SH | $104.65M 2.06% | 654.01K | 0.00 | 34.55K |
CABLE ONE INCSOLE | COM | 357.19K | SH | $94.93M 1.87% | 354.54K | 0.00 | 2.65K |
ANHEUSER BUSCH INBEV SA/NVSOLE | SPONSORED ADR | 1.50M | SH | $92.24M 1.82% | 1.48M | 0.00 | 17.93K |
HILLENBRAND INCSOLE | COM | 3.76M | SH | $90.79M 1.79% | 3.73M | 0.00 | 27.13K |
FEDEX CORPSOLE | COM | 342.48K | SH | $83.49M 1.65% | 307.05K | 0.00 | 35.43K |
ENVISTA HOLDINGS CORPORATIONSOLE | COM | 4.69M | SH | $80.89M 1.60% | 4.65M | 0.00 | 35.63K |
SCHWAB CHARLES CORPSOLE | COM | 915.33K | SH | $71.65M 1.41% | 817.06K | 0.00 | 98.28K |
NEOGEN CORPSOLE | COM | 6.28M | SH | $54.41M 1.07% | 6.23M | 0.00 | 44.73K |
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