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Clarkston Capital Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Clarkston Capital Partners, LLC

报告期 2026-03-31 · CIK 0001562855

持仓数

98

前50大市值合计

$1.26B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

POST POST HLDGS INC

COM

$117.9M

1,193,067

9.4%

— CLARIVATE PLC

ORD SHS

$108.4M

42,846,530

8.6%

AMG AFFILIATED MANAGERS GROUP

COM

$86.8M

313,708

6.9%

AVTR AVANTOR INC

COM

$67.7M

8,629,389

5.4%

CCC CCC INTELLIGENT SOLUTIONS HL

COM

$57.5M

9,576,746

4.6%

LKQ LKQ CORP

COM

$45.2M

1,537,743

3.6%

LW LAMB WESTON HLDGS INC

COM

$41.9M

990,705

3.3%

GFL GFL ENVIRONMENTAL INC

SUB VTG SHS

$38.8M

929,859

3.1%

MIDD MIDDLEBY CORP

COM

$38.4M

289,516

3.1%

IT GARTNER INC

COM

$36.4M

229,592

2.9%

WLY WILEY JOHN & SONS INC

CL A

$35.9M

942,556

2.9%

HSIC SCHEIN HENRY INC

COM

$35.7M

484,174

2.8%

ROP ROPER TECHNOLOGIES INC

COM

$33.4M

94,427

2.7%

NVST ENVISTA HOLDINGS CORPORATION

COM

$30.0M

1,182,055

2.4%

LPLA LPL FINL HLDGS INC

COM

$29.0M

96,404

2.3%

TAP MOLSON COORS BEVERAGE CO

CL B

$28.6M

665,185

2.3%

BRO BROWN & BROWN INC

COM

$27.1M

414,861

2.1%

USFD US FOODS HLDG CORP

COM

$26.7M

289,575

2.1%

PRMB PRIMO BRANDS CORPORATION

CLASS A COM SHS

$24.8M

1,316,352

2.0%

ENR ENERGIZER HLDGS INC

COM

$23.0M

1,398,215

1.8%

WAY WAYSTAR HLDG CORP

COM

$22.9M

950,531

1.8%

IQV IQVIA HLDGS INC

COM

$22.2M

130,423

1.8%

BDX BECTON DICKINSON & CO

COM

$20.6M

131,106

1.6%

NEOG NEOGEN CORP

COM

$20.5M

2,204,788

1.6%

FTV FORTIVE CORP

COM

$19.2M

347,730

1.5%

CHRW C H ROBINSON WORLDWIDE IN

COM NEW

$19.2M

115,533

1.5%

ABNB AIRBNB INC

COM CL A

$18.8M

149,060

1.5%

FIS FIDELITY NATL INFORMATION SV

COM

$18.7M

397,875

1.5%

LSTR LANDSTAR SYS INC

COM

$17.2M

107,210

1.4%

RAL RALLIANT CORP

COM

$16.0M

384,747

1.3%

IFF INTERNATIONAL FLAVORS&FRAGRA

COM

$11.5M

158,670

0.9%

SCHW SCHWAB CHARLES CORP

COM

$11.5M

122,357

0.9%

ALGN ALIGN TECHNOLOGY INC

COM

$10.3M

59,975

0.8%

RYAN RYAN SPECIALTY HOLDINGS INC

CL A

$10.2M

301,915

0.8%

FDX FEDEX CORP

COM

$9.6M

27,005

0.8%

— WILLIS TOWERS WATSON PLC LTD

SHS

$9.4M

32,180

0.7%

CPRT COPART INC

COM

$7.7M

233,076

0.6%

BRBR BELLRING BRANDS INC

COMMON STOCK

$7.2M

446,768

0.6%

COF CAPITAL ONE FINL CORP

COM

$7.0M

38,375

0.6%

IEX IDEX CORP

COM

$6.9M

36,260

0.5%

BIL SPDR SERIES TRUST

STATE STREET SPD

$5.6M

61,215

0.4%

BUD ANHEUSER BUSCH INBEV SA NV

SPONSORED ADR

$5.6M

80,465

0.4%

AXP AMERICAN EXPRESS CO

COM

$4.4M

14,664

0.4%

GOOGL ALPHABET INC

CAP STK CL A

$3.9M

13,638

0.3%

MSFT MICROSOFT CORP

COM

$3.6M

9,611

0.3%

DHR DANAHER CORP DEL

COM

$3.4M

18,080

0.3%

SYY SYSCO CORP

COM

$3.2M

44,964

0.3%

DIS DISNEY WALT CO

COM

$3.2M

32,696

0.3%

PEP PEPSICO INC

COM

$3.1M

20,183

0.2%

AAPL APPLE INC

COM

$2.8M

11,033

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

38%前 6 大占比

POST9.4%CLARIVATE PLC8.6%AMG6.9%AVTR5.4%CCC4.6%LKQ3.6%