Clarkston Capital Partners portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 11, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Clarkston Capital Partners reported a $1.2 bn portfolio of 94 companies (96 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are POST, CLVT, AMG. During the quarter it opened Tyler Technologies and exited Molson Coors Beverage.
Sections with a free account
What changed this quarter
89 positions with a change (5 new, 14 added to, 62 trimmed, 8 sold); also, 1 entered through a spin-off. 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Affiliated Managers Group−27%fewer sharesReduced6.6% → 6.5%
- Molson Coors Beverage−2.2 ppof portfolioSold out2.2% → —
- Avantor−21%fewer sharesReduced5.2% → 5.7%
- Ryan Specialty Holdings+135%more sharesIncreased0.8% → 2.3%
- CCC Intelligent Solutions Holdings+31%more sharesIncreased4.4% → 5.5%
- Ralliant−49%fewer sharesReduced1.2% → 1.2%
- Waystar Holding+64%more sharesIncreased1.7% → 2.7%
- Energizer Holdings−39%fewer sharesReduced1.8% → 1.5%
- Tyler Technologies+0.9 ppof portfolioNew— → 0.9%
- C.h. Robinson Worldwide−49%fewer sharesReduced1.5% → 0.9%
- US Foods Holding−35%fewer sharesReduced2.0% → 1.6%
- Align Technology−97%fewer sharesReduced0.8% → under 0.1%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Post HoldingsPOST9.0%
- ClarivateCLVT8.3%
- Affiliated Managers GroupAMG6.5%
- AvantorAVTR5.7%
- CCC Intelligent Solutions HoldingsCCC5.5%
- LKQLKQ3.6%
- MiddlebyMIDD3.5%
- Envista HoldingsNVST3.3%
- Roper TechnologiesROP3.2%
- John Wiley & SonsWLY3.1%
- Henry ScheinHSIC3.0%
- Lamb Weston HoldingsLW2.9%
- GFL EnvironmentalGFL2.7%
- Waystar HoldingWAY2.7%
- Primo BrandsPRMB2.3%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Health Care 21%
- ● Industrials 19%
- ● Consumer Staples 17%
- ● Financials 16%
- ● Information Technology 16%
- ● Consumer Discretionary 5%
- ● Communication Services 4%
- ● No sector 1%
- ● Materials 1%
How its portfolio changed (8 quarters)
Q2 2026: 96
Q2 2026: 52%
Q2 2026: 14.2%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Jul 29, 2026 (medium confidence).
The data, as reported: CLARKSTON CAPITAL PARTNERS, LLC (CRD 143456): 7.B private funds: 1 other (gross assets $79M); 5.D assets by client type: registered funds 44%, governments 14%, pension plans 13%, other advisers 9% (of $1.7 bn)
The type comes from a rule applied to that data. If it looks wrong, tell us.
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