Filed: 2/13/2026ACC: 0001398344-26-002957
📋 What this filing means
CLARKSTON CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 178 equity positions with a total reported market value of $4.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
178
Positions
$4.32B
Total AUM (reported)
158.35M
Total Shares
Allocation by class
COM$3.00B69.4%
ORD SHS$217.01M5.0%
COM NEW$181.77M4.2%
CL B$177.43M4.1%
CL A$139.25M3.2%
SHS$127.57M3.0%
SUB VTG SHS$120.48M2.8%
Portfolio Concentration
Top 3$761.76M17.6%
4–10$955.85M22.1%
11–25$1.27B29.3%
Rest$1.34B30.9%
Top 3 weight
17.6%
Top 10 weight
39.8%
Voting Authority Distribution
Total shares with voting rights: 158.35M
Sole
Full voting authority
150.48M
shares
% of voting shares95.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.87M
shares
% of voting shares5.0%
Investment Discretion (by position count)
Sole163
Shared0
Other15
Dominant voting typeSole · 95.0% of voting shares
Institutional Holdings178
Rows:
POST HLDGS INC
SOLEShares2.87M
TypeSH
Market value$284.11M
6.58%
Sole
2.71M
Shared
0.00
None
162.20K
AFFILIATED MANAGERS GROUP IN
SOLEShares904.12K
TypeSH
Market value$260.64M
6.03%
Sole
846.55K
Shared
0.00
None
57.57K
CLARIVATE PLC
SOLEShares64.97M
TypeSH
Market value$217.01M
5.02%
Sole
61.23M
Shared
0.00
None
3.74M
AVANTOR INC
SOLEShares15.11M
TypeSH
Market value$173.10M
4.01%
Sole
14.21M
Shared
0.00
None
895.70K
MOLSON COORS BEVERAGE CO
SOLEShares3.35M
TypeSH
Market value$156.44M
3.62%
Sole
3.17M
Shared
0.00
None
179.01K
C H ROBINSON WORLDWIDE INC
SOLEShares884.53K
TypeSH
Market value$142.20M
3.29%
Sole
826.79K
Shared
0.00
None
57.74K
US FOODS HLDG CORP
SOLEShares1.76M
TypeSH
Market value$132.80M
3.07%
Sole
1.66M
Shared
0.00
None
101.38K
GFL ENVIRONMENTAL INC
SOLEShares2.81M
TypeSH
Market value$120.48M
2.79%
Sole
2.65M
Shared
0.00
None
156.86K
MIDDLEBY CORP
SOLEShares788.81K
TypeSH
Market value$117.27M
2.71%
Sole
751.51K
Shared
0.00
None
37.30K
LKQ CORP
SOLEShares3.76M
TypeSH
Market value$113.55M
2.63%
Sole
3.55M
Shared
0.00
None
211.97K
HENRY SCHEIN INC
SOLEShares1.48M
TypeSH
Market value$111.68M
2.59%
Sole
1.40M
Shared
0.00
None
79.08K
CCC INTELLIGENT SOLUTIONS HL
SOLEShares13.79M
TypeSH
Market value$109.63M
2.54%
Sole
12.94M
Shared
0.00
None
849.88K
LPL FINL HLDGS INC
SOLEShares301.48K
TypeSH
Market value$107.68M
2.49%
Sole
287.17K
Shared
0.00
None
14.31K
LAMB WESTON HLDGS INC
SOLEShares2.41M
TypeSH
Market value$100.89M
2.34%
Sole
2.23M
Shared
0.00
None
180.38K
WILLIS TOWERS WATSON PLC LTD
SOLEShares303.26K
TypeSH
Market value$99.65M
2.31%
Sole
289.70K
Shared
0.00
None
13.55K
ENVISTA HOLDINGS CORPORATION
SOLEShares4.21M
TypeSH
Market value$91.44M
2.12%
Sole
4.20M
Shared
0.00
None
16.02K
ENERGIZER HLDGS INC NEW
SOLEShares4.23M
TypeSH
Market value$84.09M
1.95%
Sole
4.21M
Shared
0.00
None
21.20K
FEDEX CORP
SOLEShares278.77K
TypeSH
Market value$80.53M
1.86%
Sole
252.04K
Shared
0.00
None
26.73K
WILEY JOHN & SONS INC
SOLEShares2.62M
TypeSH
Market value$80.19M
1.86%
Sole
2.61M
Shared
0.00
None
10.55K
NEOGEN CORP
SOLEShares11.33M
TypeSH
Market value$79.19M
1.83%
Sole
11.29M
Shared
0.00
None
39.95K
BECTON DICKINSON & CO
SOLEShares366.25K
TypeSH
Market value$71.08M
1.65%
Sole
328.55K
Shared
0.00
None
37.70K
SCHWAB CHARLES CORP
SOLEShares676.56K
TypeSH
Market value$67.59M
1.56%
Sole
618.78K
Shared
0.00
None
57.77K
ANHEUSER BUSCH INBEV SA/NV
SOLEShares1.03M
TypeSH
Market value$65.64M
1.52%
Sole
1.01M
Shared
0.00
None
14.47K
SYSCO CORP
SOLEShares821.03K
TypeSH
Market value$60.50M
1.40%
Sole
809.58K
Shared
0.00
None
11.45K
IQVIA HLDGS INC
SOLEShares252.53K
TypeSH
Market value$56.92M
1.32%
Sole
215.53K
Shared
0.00
None
37K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
POST HLDGS INCSOLE | COM | 2.87M | SH | $284.11M 6.58% | 2.71M | 0.00 | 162.20K |
AFFILIATED MANAGERS GROUP INSOLE | COM | 904.12K | SH | $260.64M 6.03% | 846.55K | 0.00 | 57.57K |
CLARIVATE PLCSOLE | ORD SHS | 64.97M | SH | $217.01M 5.02% | 61.23M | 0.00 | 3.74M |
AVANTOR INCSOLE | COM | 15.11M | SH | $173.10M 4.01% | 14.21M | 0.00 | 895.70K |
MOLSON COORS BEVERAGE COSOLE | CL B | 3.35M | SH | $156.44M 3.62% | 3.17M | 0.00 | 179.01K |
C H ROBINSON WORLDWIDE INCSOLE | COM NEW | 884.53K | SH | $142.20M 3.29% | 826.79K | 0.00 | 57.74K |
US FOODS HLDG CORPSOLE | COM | 1.76M | SH | $132.80M 3.07% | 1.66M | 0.00 | 101.38K |
GFL ENVIRONMENTAL INCSOLE | SUB VTG SHS | 2.81M | SH | $120.48M 2.79% | 2.65M | 0.00 | 156.86K |
MIDDLEBY CORPSOLE | COM | 788.81K | SH | $117.27M 2.71% | 751.51K | 0.00 | 37.30K |
LKQ CORPSOLE | COM | 3.76M | SH | $113.55M 2.63% | 3.55M | 0.00 | 211.97K |
HENRY SCHEIN INCSOLE | COM | 1.48M | SH | $111.68M 2.59% | 1.40M | 0.00 | 79.08K |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 13.79M | SH | $109.63M 2.54% | 12.94M | 0.00 | 849.88K |
LPL FINL HLDGS INCSOLE | COM | 301.48K | SH | $107.68M 2.49% | 287.17K | 0.00 | 14.31K |
LAMB WESTON HLDGS INCSOLE | COM | 2.41M | SH | $100.89M 2.34% | 2.23M | 0.00 | 180.38K |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 303.26K | SH | $99.65M 2.31% | 289.70K | 0.00 | 13.55K |
ENVISTA HOLDINGS CORPORATIONSOLE | COM | 4.21M | SH | $91.44M 2.12% | 4.20M | 0.00 | 16.02K |
ENERGIZER HLDGS INC NEWSOLE | COM | 4.23M | SH | $84.09M 1.95% | 4.21M | 0.00 | 21.20K |
FEDEX CORPSOLE | COM | 278.77K | SH | $80.53M 1.86% | 252.04K | 0.00 | 26.73K |
WILEY JOHN & SONS INCSOLE | CL A | 2.62M | SH | $80.19M 1.86% | 2.61M | 0.00 | 10.55K |
NEOGEN CORPSOLE | COM | 11.33M | SH | $79.19M 1.83% | 11.29M | 0.00 | 39.95K |
BECTON DICKINSON & COSOLE | COM | 366.25K | SH | $71.08M 1.65% | 328.55K | 0.00 | 37.70K |
SCHWAB CHARLES CORPSOLE | COM | 676.56K | SH | $67.59M 1.56% | 618.78K | 0.00 | 57.77K |
ANHEUSER BUSCH INBEV SA/NVSOLE | SPONSORED ADR | 1.03M | SH | $65.64M 1.52% | 1.01M | 0.00 | 14.47K |
SYSCO CORPSOLE | COM | 821.03K | SH | $60.50M 1.40% | 809.58K | 0.00 | 11.45K |
IQVIA HLDGS INCSOLE | COM | 252.53K | SH | $56.92M 1.32% | 215.53K | 0.00 | 37K |
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