Filed: 5/14/2026ACC: 0001398344-26-009118
📋 What this filing means
CLARKSTON CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 98 equity positions with a total reported market value of $1.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
98
Positions
$1.31B
Total AUM (reported)
80.75M
Total Shares
Allocation by class
COM$965.95M73.7%
ORD SHS$109.14M8.3%
CL A$51.69M3.9%
SUB VTG SHS$38.79M3.0%
CL B$28.64M2.2%
CLASS A COM SHS$24.79M1.9%
COM NEW$20.08M1.5%
Portfolio Concentration
Top 3$313.15M23.9%
4–10$325.68M24.9%
11–25$399.62M30.5%
Rest$272.10M20.8%
Top 3 weight
23.9%
Top 10 weight
48.7%
Voting Authority Distribution
Total shares with voting rights: 80.75M
Sole
Full voting authority
71.62M
shares
% of voting shares88.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.13M
shares
% of voting shares11.3%
Investment Discretion (by position count)
Sole90
Shared0
Other8
Dominant voting typeSole · 88.7% of voting shares
Institutional Holdings98
Rows:
POST HLDGS INC
SOLEShares1.19M
TypeSH
Market value$117.95M
9.00%
Sole
1.02M
Shared
0.00
None
170.70K
CLARIVATE PLC
SOLEShares42.85M
TypeSH
Market value$108.40M
8.27%
Sole
38.60M
Shared
0.00
None
4.25M
AFFILIATED MANAGERS GROUP
SOLEShares313.71K
TypeSH
Market value$86.80M
6.62%
Sole
268.53K
Shared
0.00
None
45.17K
AVANTOR INC
SOLEShares8.63M
TypeSH
Market value$67.65M
5.16%
Sole
7.32M
Shared
0.00
None
1.31M
CCC INTELLIGENT SOLUTIONS HL
SOLEShares9.58M
TypeSH
Market value$57.46M
4.38%
Sole
8.07M
Shared
0.00
None
1.51M
LKQ CORP
SOLEShares1.54M
TypeSH
Market value$45.16M
3.45%
Sole
1.30M
Shared
0.00
None
241.25K
LAMB WESTON HLDGS INC
SOLEShares990.71K
TypeSH
Market value$41.87M
3.19%
Sole
814.96K
Shared
0.00
None
175.75K
GFL ENVIRONMENTAL INC
SOLEShares929.86K
TypeSH
Market value$38.79M
2.96%
Sole
779.14K
Shared
0.00
None
150.72K
MIDDLEBY CORP
SOLEShares289.52K
TypeSH
Market value$38.38M
2.93%
Sole
254.86K
Shared
0.00
None
34.66K
GARTNER INC
SOLEShares229.59K
TypeSH
Market value$36.35M
2.77%
Sole
189.47K
Shared
0.00
None
40.12K
WILEY JOHN & SONS INC
SOLEShares942.56K
TypeSH
Market value$35.91M
2.74%
Sole
941.35K
Shared
0.00
None
1.21K
SCHEIN HENRY INC
SOLEShares484.17K
TypeSH
Market value$35.68M
2.72%
Sole
408.77K
Shared
0.00
None
75.40K
ROPER TECHNOLOGIES INC
SOLEShares94.43K
TypeSH
Market value$33.41M
2.55%
Sole
81.37K
Shared
0.00
None
13.05K
ENVISTA HOLDINGS CORPORATION
SOLEShares1.18M
TypeSH
Market value$29.99M
2.29%
Sole
1.18M
Shared
0.00
None
1.50K
LPL FINL HLDGS INC
SOLEShares96.40K
TypeSH
Market value$29.00M
2.21%
Sole
82.91K
Shared
0.00
None
13.49K
MOLSON COORS BEVERAGE CO
SOLEShares665.18K
TypeSH
Market value$28.64M
2.19%
Sole
519.49K
Shared
0.00
None
145.70K
BROWN & BROWN INC
SOLEShares414.86K
TypeSH
Market value$27.05M
2.06%
Sole
354.59K
Shared
0.00
None
60.27K
US FOODS HLDG CORP
SOLEShares289.57K
TypeSH
Market value$26.70M
2.04%
Sole
234.30K
Shared
0.00
None
55.27K
PRIMO BRANDS CORPORATION
SOLEShares1.32M
TypeSH
Market value$24.79M
1.89%
Sole
1.09M
Shared
0.00
None
225.95K
ENERGIZER HLDGS INC
SOLEShares1.40M
TypeSH
Market value$22.96M
1.75%
Sole
1.40M
Shared
0.00
None
1.60K
WAYSTAR HLDG CORP
SOLEShares950.53K
TypeSH
Market value$22.92M
1.75%
Sole
949.46K
Shared
0.00
None
1.07K
IQVIA HLDGS INC
SOLEShares130.42K
TypeSH
Market value$22.24M
1.70%
Sole
93.42K
Shared
0.00
None
37K
BECTON DICKINSON & CO
SOLEShares131.11K
TypeSH
Market value$20.61M
1.57%
Sole
91.11K
Shared
0.00
None
40K
NEOGEN CORP
SOLEShares2.20M
TypeSH
Market value$20.48M
1.56%
Sole
2.20M
Shared
0.00
None
2.60K
FORTIVE CORP
SOLEShares347.73K
TypeSH
Market value$19.22M
1.47%
Sole
232.73K
Shared
0.00
None
115K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
POST HLDGS INCSOLE | COM | 1.19M | SH | $117.95M 9.00% | 1.02M | 0.00 | 170.70K |
CLARIVATE PLCSOLE | ORD SHS | 42.85M | SH | $108.40M 8.27% | 38.60M | 0.00 | 4.25M |
AFFILIATED MANAGERS GROUPSOLE | COM | 313.71K | SH | $86.80M 6.62% | 268.53K | 0.00 | 45.17K |
AVANTOR INCSOLE | COM | 8.63M | SH | $67.65M 5.16% | 7.32M | 0.00 | 1.31M |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 9.58M | SH | $57.46M 4.38% | 8.07M | 0.00 | 1.51M |
LKQ CORPSOLE | COM | 1.54M | SH | $45.16M 3.45% | 1.30M | 0.00 | 241.25K |
LAMB WESTON HLDGS INCSOLE | COM | 990.71K | SH | $41.87M 3.19% | 814.96K | 0.00 | 175.75K |
GFL ENVIRONMENTAL INCSOLE | SUB VTG SHS | 929.86K | SH | $38.79M 2.96% | 779.14K | 0.00 | 150.72K |
MIDDLEBY CORPSOLE | COM | 289.52K | SH | $38.38M 2.93% | 254.86K | 0.00 | 34.66K |
GARTNER INCSOLE | COM | 229.59K | SH | $36.35M 2.77% | 189.47K | 0.00 | 40.12K |
WILEY JOHN & SONS INCSOLE | CL A | 942.56K | SH | $35.91M 2.74% | 941.35K | 0.00 | 1.21K |
SCHEIN HENRY INCSOLE | COM | 484.17K | SH | $35.68M 2.72% | 408.77K | 0.00 | 75.40K |
ROPER TECHNOLOGIES INCSOLE | COM | 94.43K | SH | $33.41M 2.55% | 81.37K | 0.00 | 13.05K |
ENVISTA HOLDINGS CORPORATIONSOLE | COM | 1.18M | SH | $29.99M 2.29% | 1.18M | 0.00 | 1.50K |
LPL FINL HLDGS INCSOLE | COM | 96.40K | SH | $29.00M 2.21% | 82.91K | 0.00 | 13.49K |
MOLSON COORS BEVERAGE COSOLE | CL B | 665.18K | SH | $28.64M 2.19% | 519.49K | 0.00 | 145.70K |
BROWN & BROWN INCSOLE | COM | 414.86K | SH | $27.05M 2.06% | 354.59K | 0.00 | 60.27K |
US FOODS HLDG CORPSOLE | COM | 289.57K | SH | $26.70M 2.04% | 234.30K | 0.00 | 55.27K |
PRIMO BRANDS CORPORATIONSOLE | CLASS A COM SHS | 1.32M | SH | $24.79M 1.89% | 1.09M | 0.00 | 225.95K |
ENERGIZER HLDGS INCSOLE | COM | 1.40M | SH | $22.96M 1.75% | 1.40M | 0.00 | 1.60K |
WAYSTAR HLDG CORPSOLE | COM | 950.53K | SH | $22.92M 1.75% | 949.46K | 0.00 | 1.07K |
IQVIA HLDGS INCSOLE | COM | 130.42K | SH | $22.24M 1.70% | 93.42K | 0.00 | 37K |
BECTON DICKINSON & COSOLE | COM | 131.11K | SH | $20.61M 1.57% | 91.11K | 0.00 | 40K |
NEOGEN CORPSOLE | COM | 2.20M | SH | $20.48M 1.56% | 2.20M | 0.00 | 2.60K |
FORTIVE CORPSOLE | COM | 347.73K | SH | $19.22M 1.47% | 232.73K | 0.00 | 115K |
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