§ 13F · FUND PROFILE
Clarkston Capital Partners, LLC.
AUM · $1.2B (13F)Positions · 96Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$29M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | POST | POST HLDGS INC | 1.21M | $106M | 9.0% | +1% |
| 2 | CLVT | CLARIVATE PLC | 45.73M | $99M | 8.3% | +7% |
| 3 | AMG | AFFILIATED MANAGERS GROUP | 229K | $77M | 6.5% | −27% |
| 4 | AVTR | AVANTOR INC | 6.79M | $67M | 5.7% | −21% |
| 5 | CCC | CCC INTELLIGENT SOLUTIONS HL | 12.52M | $65M | 5.5% | +31% |
| 6 | LKQ | LKQ CORP | 1.62M | $43M | 3.6% | +5% |
| 7 | MIDD | MIDDLEBY CORP | 244K | $42M | 3.5% | −16% |
| 8 | NVST | ENVISTA HOLDINGS CORPORATION | 1.47M | $39M | 3.3% | +25% |
| 9 | ROP | ROPER TECHNOLOGIES INC | 113K | $38M | 3.2% | +19% |
| 10 | WLY | WILEY JOHN & SONS INC | 759K | $37M | 3.1% | −19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLARKSTON SIGNAL
AC read
Clarkston Capital Partners, LLC is a Other fund managing $1.2 billion in assets. The fund runs a portfolio of 96 positions.
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