Filed: 11/13/2025ACC: 0001398344-25-020819
📋 What this filing means
CLARKSTON CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 158 equity positions with a total reported market value of $4.64B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
158
Positions
$4.64B
Total AUM (reported)
159.80M
Total Shares
Allocation by class
COM$3.25B69.9%
ORD SHS$255.49M5.5%
COM NEW$180.28M3.9%
SHS$176.08M3.8%
CL B$169.91M3.7%
CL A$165.40M3.6%
SUB VTG SHS$135.51M2.9%
Portfolio Concentration
Top 3$861.43M18.6%
4–10$1.10B23.6%
11–25$1.37B29.5%
Rest$1.32B28.4%
Top 3 weight
18.6%
Top 10 weight
42.1%
Voting Authority Distribution
Total shares with voting rights: 159.80M
Sole
Full voting authority
152.60M
shares
% of voting shares95.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.20M
shares
% of voting shares4.5%
Investment Discretion (by position count)
Sole150
Shared0
Other8
Dominant voting typeSole · 95.5% of voting shares
Institutional Holdings158
Rows:
POST HLDGS INC
SOLEShares2.90M
TypeSH
Market value$312.11M
6.72%
Sole
2.75M
Shared
0.00
None
151.97K
AFFILIATED MANAGERS GROUP IN
SOLEShares1.23M
TypeSH
Market value$293.83M
6.33%
Sole
1.16M
Shared
0.00
None
67.83K
CLARIVATE PLC
SOLEShares66.71M
TypeSH
Market value$255.49M
5.50%
Sole
63.39M
Shared
0.00
None
3.31M
AVANTOR INC
SOLEShares15.02M
TypeSH
Market value$187.45M
4.04%
Sole
14.14M
Shared
0.00
None
882.83K
LPL FINL HLDGS INC
SOLEShares498.63K
TypeSH
Market value$165.89M
3.57%
Sole
481.31K
Shared
0.00
None
17.32K
WILLIS TOWERS WATSON PLC LTD
SOLEShares449.76K
TypeSH
Market value$155.37M
3.35%
Sole
423.87K
Shared
0.00
None
25.89K
MOLSON COORS BEVERAGE CO
SOLEShares3.36M
TypeSH
Market value$152.21M
3.28%
Sole
3.19M
Shared
0.00
None
178.63K
LAMB WESTON HLDGS INC
SOLEShares2.52M
TypeSH
Market value$146.11M
3.15%
Sole
2.38M
Shared
0.00
None
139.09K
US FOODS HLDG CORP
SOLEShares1.90M
TypeSH
Market value$145.24M
3.13%
Sole
1.79M
Shared
0.00
None
101.38K
C H ROBINSON WORLDWIDE INC
SOLEShares1.08M
TypeSH
Market value$143.47M
3.09%
Sole
1.03M
Shared
0.00
None
57.78K
SYSCO CORP
SOLEShares1.73M
TypeSH
Market value$142.40M
3.07%
Sole
1.66M
Shared
0.00
None
65.66K
GFL ENVIRONMENTAL INC
SOLEShares2.86M
TypeSH
Market value$135.51M
2.92%
Sole
2.70M
Shared
0.00
None
156.86K
LKQ CORP
SOLEShares3.58M
TypeSH
Market value$109.26M
2.35%
Sole
3.37M
Shared
0.00
None
208.93K
HENRY SCHEIN INC
SOLEShares1.50M
TypeSH
Market value$99.53M
2.14%
Sole
1.42M
Shared
0.00
None
78.70K
ENERGIZER HLDGS INC NEW
SOLEShares3.86M
TypeSH
Market value$95.95M
2.07%
Sole
3.84M
Shared
0.00
None
13.75K
WILEY JOHN & SONS INC
SOLEShares2.21M
TypeSH
Market value$89.35M
1.92%
Sole
2.20M
Shared
0.00
None
8.50K
ENVISTA HOLDINGS CORPORATION
SOLEShares4.32M
TypeSH
Market value$87.94M
1.89%
Sole
4.30M
Shared
0.00
None
14.80K
MIDDLEBY CORP
SOLEShares649.17K
TypeSH
Market value$86.29M
1.86%
Sole
613.10K
Shared
0.00
None
36.07K
HILLENBRAND INC
SOLEShares3.14M
TypeSH
Market value$84.91M
1.83%
Sole
3.13M
Shared
0.00
None
9.85K
FEDEX CORP
SOLEShares340.26K
TypeSH
Market value$80.24M
1.73%
Sole
304.83K
Shared
0.00
None
35.43K
SCHWAB CHARLES CORP
SOLEShares822.31K
TypeSH
Market value$78.51M
1.69%
Sole
744.54K
Shared
0.00
None
77.78K
CCC INTELLIGENT SOLUTIONS HL
SOLEShares8.10M
TypeSH
Market value$73.78M
1.59%
Sole
7.68M
Shared
0.00
None
418.77K
BECTON DICKINSON & CO
SOLEShares376.83K
TypeSH
Market value$70.53M
1.52%
Sole
339.13K
Shared
0.00
None
37.70K
NEOGEN CORP
SOLEShares11.69M
TypeSH
Market value$66.77M
1.44%
Sole
11.65M
Shared
0.00
None
38.35K
BROWN & BROWN INC
SOLEShares710.07K
TypeSH
Market value$66.60M
1.43%
Sole
684.75K
Shared
0.00
None
25.32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
POST HLDGS INCSOLE | COM | 2.90M | SH | $312.11M 6.72% | 2.75M | 0.00 | 151.97K |
AFFILIATED MANAGERS GROUP INSOLE | COM | 1.23M | SH | $293.83M 6.33% | 1.16M | 0.00 | 67.83K |
CLARIVATE PLCSOLE | ORD SHS | 66.71M | SH | $255.49M 5.50% | 63.39M | 0.00 | 3.31M |
AVANTOR INCSOLE | COM | 15.02M | SH | $187.45M 4.04% | 14.14M | 0.00 | 882.83K |
LPL FINL HLDGS INCSOLE | COM | 498.63K | SH | $165.89M 3.57% | 481.31K | 0.00 | 17.32K |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 449.76K | SH | $155.37M 3.35% | 423.87K | 0.00 | 25.89K |
MOLSON COORS BEVERAGE COSOLE | CL B | 3.36M | SH | $152.21M 3.28% | 3.19M | 0.00 | 178.63K |
LAMB WESTON HLDGS INCSOLE | COM | 2.52M | SH | $146.11M 3.15% | 2.38M | 0.00 | 139.09K |
US FOODS HLDG CORPSOLE | COM | 1.90M | SH | $145.24M 3.13% | 1.79M | 0.00 | 101.38K |
C H ROBINSON WORLDWIDE INCSOLE | COM NEW | 1.08M | SH | $143.47M 3.09% | 1.03M | 0.00 | 57.78K |
SYSCO CORPSOLE | COM | 1.73M | SH | $142.40M 3.07% | 1.66M | 0.00 | 65.66K |
GFL ENVIRONMENTAL INCSOLE | SUB VTG SHS | 2.86M | SH | $135.51M 2.92% | 2.70M | 0.00 | 156.86K |
LKQ CORPSOLE | COM | 3.58M | SH | $109.26M 2.35% | 3.37M | 0.00 | 208.93K |
HENRY SCHEIN INCSOLE | COM | 1.50M | SH | $99.53M 2.14% | 1.42M | 0.00 | 78.70K |
ENERGIZER HLDGS INC NEWSOLE | COM | 3.86M | SH | $95.95M 2.07% | 3.84M | 0.00 | 13.75K |
WILEY JOHN & SONS INCSOLE | CL A | 2.21M | SH | $89.35M 1.92% | 2.20M | 0.00 | 8.50K |
ENVISTA HOLDINGS CORPORATIONSOLE | COM | 4.32M | SH | $87.94M 1.89% | 4.30M | 0.00 | 14.80K |
MIDDLEBY CORPSOLE | COM | 649.17K | SH | $86.29M 1.86% | 613.10K | 0.00 | 36.07K |
HILLENBRAND INCSOLE | COM | 3.14M | SH | $84.91M 1.83% | 3.13M | 0.00 | 9.85K |
FEDEX CORPSOLE | COM | 340.26K | SH | $80.24M 1.73% | 304.83K | 0.00 | 35.43K |
SCHWAB CHARLES CORPSOLE | COM | 822.31K | SH | $78.51M 1.69% | 744.54K | 0.00 | 77.78K |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 8.10M | SH | $73.78M 1.59% | 7.68M | 0.00 | 418.77K |
BECTON DICKINSON & COSOLE | COM | 376.83K | SH | $70.53M 1.52% | 339.13K | 0.00 | 37.70K |
NEOGEN CORPSOLE | COM | 11.69M | SH | $66.77M 1.44% | 11.65M | 0.00 | 38.35K |
BROWN & BROWN INCSOLE | COM | 710.07K | SH | $66.60M 1.43% | 684.75K | 0.00 | 25.32K |
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