Clarkston Capital Partners, LLC
CIK 1562855
13F filing for Q2 2026・No. 2,302
- Holdings
- US$1.18B
- Quarter change
- −US$126.49M
- Entries
- 96
- Net bought (estimate)
- −US$163.51M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 8
- Cut 61
- Added 16
- Corporate actions 0
- Unchanged 13
Largest holdings
96 stocks worth US$1.18B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| POSTPOST HLDGS INCCOM | Added | 1,205,915 | US$106.43M | 8.99% |
| CLVTCLARIVATE PLCORD SHS | Added | 45,734,735 | US$98.79M | 8.34% |
| AMGAFFILIATED MANAGERS GROUPCOM | Cut | 228,683 | US$77.39M | 6.54% |
| AVTRAVANTOR INCCOM | Cut | 6,789,314 | US$67.21M | 5.68% |
| CCCCCC INTELLIGENT SOLUTIONS HLCOM | Added | 12,516,625 | US$64.59M | 5.45% |
| LKQLKQ CORPCOM | Added | 1,617,268 | US$42.58M | 3.60% |
| MIDDMIDDLEBY CORPCOM | Cut | 243,851 | US$41.94M | 3.54% |
| NVSTENVISTA HOLDINGS CORPORATIONCOM | Added | 1,474,050 | US$38.84M | 3.28% |
| ROPER TECHNOLOGIES INCCOM | Added | 112,559 | US$38.09M | 3.22% |
| WLYWILEY JOHN & SONS INCCL A | Cut | 759,081 | US$36.82M | 3.11% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.