§ 13F · FUND PROFILE
Clarkston Capital Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4709.8T (13F)Positions · 155Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4320.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | POST | POST HLDGS INC | 2.87M | $284.1T | 6.6% | NEW |
| 2 | AMG | AFFILIATED MANAGERS GROUP IN | 904K | $260.6T | 6.0% | NEW |
| 3 | CLVT | CLARIVATE PLC | 64.97M | $217.0T | 5.0% | NEW |
| 4 | AVTR | AVANTOR INC | 15.11M | $173.1T | 4.0% | NEW |
| 5 | TAP | MOLSON COORS BEVERAGE CO | 3.35M | $156.4T | 3.6% | NEW |
| 6 | CHRW | C H ROBINSON WORLDWIDE INC | 884K | $142.2T | 3.3% | NEW |
| 7 | USFD | US FOODS HLDG CORP | 1.76M | $132.8T | 3.1% | NEW |
| 8 | GFL | GFL ENVIRONMENTAL INC | 2.81M | $120.5T | 2.8% | NEW |
| 9 | MIDD | MIDDLEBY CORP | 789K | $117.3T | 2.7% | NEW |
| 10 | LKQ | LKQ CORP | 3.76M | $113.6T | 2.6% | NEW |
§ 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 $4709793.2 trillion in assets. The fund runs a portfolio of 155 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed