Filed: 8/13/2025ACC: 0001398344-25-015184
📋 What this filing means
CLARKSTON CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 151 equity positions with a total reported market value of $4.71B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
151
Positions
$4.71B
Total AUM (reported)
179.87M
Total Shares
Allocation by class
COM$3.34B70.8%
ORD SHS$301.13M6.4%
CL B$196.52M4.2%
COM NEW$170.79M3.6%
SHS$163.64M3.5%
CL A$159.46M3.4%
SUB VTG SHS$154.64M3.3%
Portfolio Concentration
Top 3$915.43M19.4%
4–10$1.27B27.0%
11–25$1.39B29.5%
Rest$1.13B24.0%
Top 3 weight
19.4%
Top 10 weight
46.4%
Voting Authority Distribution
Total shares with voting rights: 179.87M
Sole
Full voting authority
172.72M
shares
% of voting shares96.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.15M
shares
% of voting shares4.0%
Investment Discretion (by position count)
Sole143
Shared0
Other8
Dominant voting typeSole · 96.0% of voting shares
Institutional Holdings151
Rows:
POST HLDGS INC
SOLEShares3.04M
TypeSH
Market value$331.86M
7.05%
Sole
2.89M
Shared
0.00
None
151.97K
Clarivate PLC
SOLEShares70.03M
TypeSH
Market value$301.13M
6.39%
Sole
66.71M
Shared
0.00
None
3.32M
AFFILIATED MANAGERS GROUP IN
SOLEShares1.44M
TypeSH
Market value$282.43M
6.00%
Sole
1.37M
Shared
0.00
None
68.20K
LPL FINL HLDGS INC
SOLEShares598.78K
TypeSH
Market value$224.53M
4.77%
Sole
576.30K
Shared
0.00
None
22.48K
US FOODS HLDG CORP
SOLEShares2.71M
TypeSH
Market value$208.56M
4.43%
Sole
2.57M
Shared
0.00
None
133.86K
Avantor Inc
SOLEShares13.98M
TypeSH
Market value$188.20M
4.00%
Sole
13.31M
Shared
0.00
None
669.83K
LAMB WESTON HLDGS INC
SOLEShares3.41M
TypeSH
Market value$176.65M
3.75%
Sole
3.25M
Shared
0.00
None
152.47K
MOLSON COORS BEVERAGE CO
SOLEShares3.60M
TypeSH
Market value$173.21M
3.68%
Sole
3.42M
Shared
0.00
None
178.63K
GFL ENVIRONMENTAL INC
SOLEShares3.06M
TypeSH
Market value$154.64M
3.28%
Sole
2.91M
Shared
0.00
None
156.86K
WILLIS TOWERS WATSON PLC LTD
SOLEShares471.77K
TypeSH
Market value$144.60M
3.07%
Sole
445.80K
Shared
0.00
None
25.98K
SYSCO CORP
SOLEShares1.89M
TypeSH
Market value$143.06M
3.04%
Sole
1.82M
Shared
0.00
None
65.75K
C H ROBINSON WORLDWIDE INC
SOLEShares1.42M
TypeSH
Market value$135.91M
2.89%
Sole
1.34M
Shared
0.00
None
71.58K
HENRY SCHEIN INC
SOLEShares1.59M
TypeSH
Market value$115.99M
2.46%
Sole
1.51M
Shared
0.00
None
78.72K
MIDDLEBY CORP
SOLEShares692.76K
TypeSH
Market value$99.76M
2.12%
Sole
656.69K
Shared
0.00
None
36.07K
LKQ CORP
SOLEShares2.61M
TypeSH
Market value$96.68M
2.05%
Sole
2.47M
Shared
0.00
None
137.38K
ENERGIZER HLDGS INC NEW
SOLEShares4.79M
TypeSH
Market value$96.55M
2.05%
Sole
4.77M
Shared
0.00
None
15.20K
Envista Holdings Corporation
SOLEShares4.70M
TypeSH
Market value$91.90M
1.95%
Sole
4.69M
Shared
0.00
None
14.80K
WILEY JOHN & SONS INC
SOLEShares1.89M
TypeSH
Market value$84.46M
1.79%
Sole
1.89M
Shared
0.00
None
6K
Brown & Brown Inc
SOLEShares745.99K
TypeSH
Market value$82.71M
1.76%
Sole
720.67K
Shared
0.00
None
25.32K
SCHWAB CHARLES CORP
SOLEShares904.32K
TypeSH
Market value$82.51M
1.75%
Sole
806.07K
Shared
0.00
None
98.25K
CCC INTELLIGENT SOLUTIONS HL
SOLEShares8.41M
TypeSH
Market value$79.18M
1.68%
Sole
8M
Shared
0.00
None
418.77K
FEDEX CORP
SOLEShares340.24K
TypeSH
Market value$77.34M
1.64%
Sole
304.81K
Shared
0.00
None
35.43K
ANHEUSER BUSCH INBEV SA/NV
SOLEShares1.03M
TypeSH
Market value$71.11M
1.51%
Sole
1.02M
Shared
0.00
None
14.20K
HILLENBRAND INC
SOLEShares3.35M
TypeSH
Market value$67.17M
1.43%
Sole
3.34M
Shared
0.00
None
9.85K
Neogen Corp
SOLEShares14.01M
TypeSH
Market value$66.95M
1.42%
Sole
13.96M
Shared
0.00
None
41.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
POST HLDGS INCSOLE | COM | 3.04M | SH | $331.86M 7.05% | 2.89M | 0.00 | 151.97K |
Clarivate PLCSOLE | ORD SHS | 70.03M | SH | $301.13M 6.39% | 66.71M | 0.00 | 3.32M |
AFFILIATED MANAGERS GROUP INSOLE | COM | 1.44M | SH | $282.43M 6.00% | 1.37M | 0.00 | 68.20K |
LPL FINL HLDGS INCSOLE | COM | 598.78K | SH | $224.53M 4.77% | 576.30K | 0.00 | 22.48K |
US FOODS HLDG CORPSOLE | COM | 2.71M | SH | $208.56M 4.43% | 2.57M | 0.00 | 133.86K |
Avantor IncSOLE | COM | 13.98M | SH | $188.20M 4.00% | 13.31M | 0.00 | 669.83K |
LAMB WESTON HLDGS INCSOLE | COM | 3.41M | SH | $176.65M 3.75% | 3.25M | 0.00 | 152.47K |
MOLSON COORS BEVERAGE COSOLE | CL B | 3.60M | SH | $173.21M 3.68% | 3.42M | 0.00 | 178.63K |
GFL ENVIRONMENTAL INCSOLE | SUB VTG SHS | 3.06M | SH | $154.64M 3.28% | 2.91M | 0.00 | 156.86K |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 471.77K | SH | $144.60M 3.07% | 445.80K | 0.00 | 25.98K |
SYSCO CORPSOLE | COM | 1.89M | SH | $143.06M 3.04% | 1.82M | 0.00 | 65.75K |
C H ROBINSON WORLDWIDE INCSOLE | COM NEW | 1.42M | SH | $135.91M 2.89% | 1.34M | 0.00 | 71.58K |
HENRY SCHEIN INCSOLE | COM | 1.59M | SH | $115.99M 2.46% | 1.51M | 0.00 | 78.72K |
MIDDLEBY CORPSOLE | COM | 692.76K | SH | $99.76M 2.12% | 656.69K | 0.00 | 36.07K |
LKQ CORPSOLE | COM | 2.61M | SH | $96.68M 2.05% | 2.47M | 0.00 | 137.38K |
ENERGIZER HLDGS INC NEWSOLE | COM | 4.79M | SH | $96.55M 2.05% | 4.77M | 0.00 | 15.20K |
Envista Holdings CorporationSOLE | COM | 4.70M | SH | $91.90M 1.95% | 4.69M | 0.00 | 14.80K |
WILEY JOHN & SONS INCSOLE | CL A | 1.89M | SH | $84.46M 1.79% | 1.89M | 0.00 | 6K |
Brown & Brown IncSOLE | COM | 745.99K | SH | $82.71M 1.76% | 720.67K | 0.00 | 25.32K |
SCHWAB CHARLES CORPSOLE | COM | 904.32K | SH | $82.51M 1.75% | 806.07K | 0.00 | 98.25K |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 8.41M | SH | $79.18M 1.68% | 8M | 0.00 | 418.77K |
FEDEX CORPSOLE | COM | 340.24K | SH | $77.34M 1.64% | 304.81K | 0.00 | 35.43K |
ANHEUSER BUSCH INBEV SA/NVSOLE | SPONSORED ADR | 1.03M | SH | $71.11M 1.51% | 1.02M | 0.00 | 14.20K |
HILLENBRAND INCSOLE | COM | 3.35M | SH | $67.17M 1.43% | 3.34M | 0.00 | 9.85K |
Neogen CorpSOLE | COM | 14.01M | SH | $66.95M 1.42% | 13.96M | 0.00 | 41.95K |
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