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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
$1.26B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 127 项
建仓 7
增持 51
减持 52
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
—
NIELSEN HLDGS PLC
-$338.5M
10,543,152
-51%
增持
—
Clarivate PLC
+$69.6M
18,155,475
+67%
增持
OPTU
ALTICE USA INC
-$53.7M
31,366,022
+14%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
BRO
BROWN & BROWN INC
-$48.9M
2,956,923
-3%
增持
—
WILLIS TOWERS WATSON PLC LTD
-$44.7M
1,211,316
+1%
减持
POST
POST HLDGS INC
+$34.1M
2,677,996
-0%
减持
—
CDK GLOBAL INC
+$30.1M
5,893,448
-2%
增持
BEN
FRANKLIN RESOURCES INC
-$27.6M
6,848,995
+2%
减持
—
Hillenbrand Inc
-$19.3M
5,085,439
-1%
减持
WLY
WILEY JOHN & SONS INC
-$17.1M
2,756,514
-2%
减持
—
IAA Inc
-$16.4M
2,808,569
-1%
减持
AXP
AMERICAN EXPRESS CO
-$16.3M
244,938
-9%
增持
SCHW
SCHWAB CHARLES CORP
-$13.5M
758,652
+4%
增持
—
Stericycle Inc
-$11.3M
5,620,912
+28%
增持
EPAC
ENERPAC TOOL GROUP CORP
-$10.9M
4,842,883
+3%
增持
GE
GENERAL ELECTRIC CO
-$10.2M
435,175
+5%
减持
—
CHANGE HEALTHCARE INC
+$9.8M
18,328,712
-3%
减持
LPLA
LPL FINL HLDGS INC
-$9.5M
2,031,833
-3%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$9.2M
1,489,459
-0%
减持
APAM
ARTISAN PARTNERS ASSET MGMT
-$8.8M
2,223,118
-0%
增持
DIS
DISNEY WALT CO
+$8.6M
228,587
+141%
增持
FDX
FedEx Corp
+$8.4M
416,169
+12%
建仓
NFLX
Netflix Inc
+$8.3M
47,475
增持
USFD
US FOODS HLDG CORP
-$6.7M
5,703,740
+18%
增持
COF
CAPITAL ONE FINL CORP
-$6.6M
266,074
+2%
增持
CHRW
C H ROBINSON WORLDWIDE INC
-$6.0M
1,131,711
+1%
增持
MSFT
Microsoft Corp
-$5.8M
117,238
+1%
减持
TAP
MOLSON COORS BEVERAGE CO
-$4.8M
5,959,090
-4%
增持
UPS
UNITED PARCEL SERVICE INC
-$4.4M
145,506
+1%
增持
LW
LAMB WESTON HLDGS INC
+$4.0M
323,035
+2%
增持
PAYX
Paychex Inc
-$4.0M
188,216
+1%
减持
SYY
Sysco Corp
-$3.7M
2,257,070
-5%
增持
—
Medtronic PLC
-$2.4M
139,013
+4%
增持
DEO
DIAGEO PLC
-$2.4M
99,810
+3%
增持
USB
US BANCORP DEL
-$2.3M
424,329
+3%
增持
CMCSA
COMCAST CORP NEW
-$2.0M
390,359
+6%
清仓
—
LEVEL ONE BANCORP INC
-$1.9M
0
-100%
增持
JNJ
Johnson & Johnson
+$1.9M
114,927
+10%
减持
—
NICOLET BANKSHARES INC
-$1.7M
28,693
-29%
建仓
BAC
BK OF AMERICA CORP
+$1.6M
52,231
减持
VOO
VANGUARD INDEX FDS
-$1.5M
22,548
-0%
增持
MMM
3M Co
-$1.4M
127,931
+6%
减持
CSCO
CISCO SYS INC
-$1.3M
88,117
-2%
增持
MA
MASTERCARD INCORPORATED
-$1.3M
41,701
+3%
建仓
FRME
FIRST MERCHANTS CORP
+$1.2M
34,696
清仓
—
PENUMBRA INC
-$1.1M
0
-100%
增持
MKC
MCCORMICK & CO INC
-$1.1M
87,902
+5%
增持
AAPL
Apple Inc
+$1.0M
163,819
+34%
减持
—
META PLATFORMS INC
-$1.0M
16,828
-0%
增持
AMZN
AMAZON COM INC
-$903.0K
21,640
+2104%
增持
PG
PROCTER AND GAMBLE CO
-$801.0K
111,972
+1%
清仓
—
DRAFTKINGS INC
-$756.0K
0
-100%
减持
—
J P MORGAN EXCHANGE TRADED F
-$723.0K
35,060
-29%
减持
—
J P MORGAN EXCHANGE TRADED F
-$646.0K
27,190
-32%
建仓
—
ATI PHYSICAL THERAPY INC
+$623.0K
442,031
增持
—
EXXON MOBIL CORP
+$569.0K
30,909
+23%
减持
IWF
ISHARES TR
-$563.0K
4,799
-17%
减持
COST
COSTCO WHSL CORP NEW
-$499.0K
5,165
-0%
减持
ISRG
INTUITIVE SURGICAL INC
-$486.0K
2,945
-18%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$469.0K
41,662
-8%
建仓
—
DRAFTKINGS INC NEW
+$453.0K
38,835
增持
AMG
AFFILIATED MANAGERS GROUP IN
+$384.0K
2,028,182
+21%
减持
—
ACCENTURE PLC IRELAND
-$379.0K
5,793
-2%
减持
VGT
VANGUARD WORLD FDS
-$365.0K
1,976
-19%
减持
CVX
CHEVRON CORP NEW
-$363.0K
11,624
-7%
减持
LLY
Lilly Eli & Co
+$350.0K
10,000
-1%
增持
GOOGL
ALPHABET INC
-$326.0K
7,970
+25%
增持
F
FORD MTR CO DEL
-$320.0K
58,360
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$289.0K
3,110
-4%
减持
EMR
EMERSON ELEC CO
-$279.0K
6,140
-22%
建仓
JPM
JPMORGAN CHASE & CO
+$269.0K
2,391
减持
TGT
Target Corp
-$250.0K
2,875
-7%
增持
GOOG
ALPHABET INC
-$249.0K
430
+1%
建仓
NVDA
NVIDIA CORPORATION
+$243.0K
1,601
清仓
—
INVESCO EXCH TRADED FD TR II
-$243.0K
0
-100%
清仓
TNDM
TANDEM DIABETES CARE INC
-$233.0K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$233.0K
27,000
+4%
减持
HD
HOME DEPOT INC
-$223.0K
7,984
-1%
清仓
—
ISHARES INC
-$222.0K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$222.0K
0
-100%
清仓
TWLO
TWILIO INC
-$218.0K
0
-100%
清仓
IVW
ISHARES TR
-$215.0K
0
-100%
增持
DXCM
DexCom Inc
-$214.0K
4,000
+300%
清仓
TRV
TRAVELERS COMPANIES INC
-$206.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$204.0K
39,209
+12%
清仓
PHM
PULTE GROUP INC
-$202.0K
0
-100%
增持
—
SPDR INDEX SHS FDS
+$182.0K
32,885
+47%
增持
PEP
PepsiCo Inc
+$179.0K
177,763
+1%
减持
—
SEALED AIR CORP NEW
-$179.0K
8,500
-15%
增持
SPY
SPDR S&P 500 ETF TR
-$170.0K
3,376
+6%
减持
INTC
Intel Corp
-$165.0K
13,350
-0%
减持
FNDF
SCHWAB STRATEGIC TR
-$162.0K
338
-94%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$145.0K
27,363
-2%
增持
MRK
MERCK & CO INC
+$140.0K
12,654
+2%
增持
WM
WASTE MGMT INC DEL
+$139.0K
57,347
+5%
增持
WFC
WELLS FARGO CO NEW
+$138.0K
9,120
+102%
减持
ACWI
ISHARES TR
-$130.0K
2,798
-24%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$91.0K
9,298
-1%
减持
SCHD
SCHWAB STRATEGIC TR
-$90.0K
8,663
-4%
减持
CVS
CVS HEALTH CORP
-$85.0K
6,059
-5%
清仓
VBK
VANGUARD INDEX FDS
-$80.0K
0
-100%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$77.0K
30,629
+1%
清仓
IWS
ISHARES TR
-$75.0K
0
-100%
清仓
—
ATAI LIFE SCIENCES NV
-$75.0K
0
-100%
减持
SO
Southern Co
-$63.0K
40,580
-0%
增持
WMT
Walmart Inc
-$61.0K
2,773
+4%
减持
SCHB
SCHWAB STRATEGIC TR
-$57.0K
4,697
-5%
增持
V
Visa Inc
-$57.0K
4,284
+6%
减持
BSX
BOSTON SCIENTIFIC CORP
-$53.0K
6,500
-2%
增持
IVV
ISHARES TR
-$53.0K
5,566
+17%
增持
HON
HONEYWELL INTL INC
+$50.0K
1,458
+40%
减持
PFE
Pfizer Inc
+$49.0K
78,148
-0%
减持
MCD
McDonalds Corp
-$47.0K
6,208
-3%
清仓
—
LIFEMD INC
-$46.0K
0
-100%
减持
—
MAGELLAN MIDSTREAM PRTNRS LP
-$36.0K
5,500
-10%
减持
—
PROSHARES TR
-$32.0K
2,500
-3%
增持
QCOM
Qualcomm Inc
-$32.0K
3,100
+11%
减持
RY
ROYAL BK CDA
-$30.0K
2,106
-1%
增持
UNP
UNION PAC CORP
-$30.0K
956
+12%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$26.0K
758
+2%
减持
SCHF
SCHWAB STRATEGIC TR
-$21.0K
2,963
-5%
清仓
—
SPDR SER TR
-$17.0K
0
-100%
减持
SCHE
SCHWAB STRATEGIC TR
-$15.0K
5,784
-1%
减持
SCHP
SCHWAB STRATEGIC TR
-$6.0K
672
-6%
增持
SCHV
SCHWAB STRATEGIC TR
-$5.0K
708
+3%
清仓
EMGF
ISHARES INC
-$5.0K
0
-100%
减持
SCHO
SCHWAB STRATEGIC TR
-$3.0K
954
-5%