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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 111 项
建仓 4
增持 47
减持 43
清仓 17
方向
标的
Δ市值
现股数(环比)
清仓
—
CDK GLOBAL INC
-$322.8M
0
-100%
建仓
—
ENERGIZER HLDGS INC NEW
+$95.1M
3,784,281
增持
OPTU
ALTICE USA INC
-$88.2M
34,640,405
+10%
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。
增持
—
CHANGE HEALTHCARE INC
+$82.6M
18,379,976
+0%
增持
—
CLARIVATE PLC
+$65.6M
33,781,635
+86%
减持
—
NIELSEN HLDGS PLC
-$49.6M
7,041,183
-33%
减持
SYY
SYSCO CORP
-$32.7M
2,241,074
-1%
减持
LPLA
LPL FINL HLDGS INC
+$31.7M
1,860,718
-8%
增持
TAP
MOLSON COORS BEVERAGE CO
-$28.5M
6,173,932
+4%
增持
WLY
WILEY JOHN & SONS INC
-$28.1M
2,757,929
+0%
增持
USFD
US FOODS HLDG CORP
+$26.8M
7,631,985
+34%
增持
—
HILLENBRAND INC
-$21.4M
5,089,819
+0%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$17.9M
1,382,965
-7%
增持
APAM
ARTISAN PARTNERS ASSET MGMT
-$14.5M
2,397,233
+8%
增持
BEN
FRANKLIN RESOURCES INC
-$11.1M
6,903,235
+1%
增持
FDX
FEDEX CORP
-$10.0M
567,840
+36%
增持
SCHW
SCHWAB CHARLES CORP
+$7.9M
777,102
+2%
增持
—
STERICYCLE INC
-$7.1M
5,683,657
+1%
增持
—
IAA INC
+$7.1M
3,111,680
+11%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$6.5M
1,222,289
+1%
减持
BRO
BROWN & BROWN INC
+$6.2M
2,954,964
-0%
增持
AMG
AFFILIATED MANAGERS GROUP IN
-$4.1M
2,077,383
+2%
减持
UPS
UNITED PARCEL SERVICE INC
-$3.6M
141,899
-2%
增持
CHRW
C H ROBINSON WORLDWIDE INC
-$3.5M
1,154,364
+2%
增持
CMCSA
COMCAST CORP NEW
-$3.5M
401,649
+3%
减持
COF
CAPITAL ONE FINL CORP
-$3.5M
263,093
-1%
减持
MSFT
MICROSOFT CORP
-$3.4M
114,535
-2%
增持
NFLX
NETFLIX INC
+$3.0M
48,142
+1%
增持
USB
US BANCORP DEL
-$2.3M
426,756
+1%
建仓
NUE
NUCOR CORP
+$2.1M
20,000
增持
AAPL
APPLE INC
+$2.0M
176,747
+8%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$2.0M
0
-100%
增持
MMM
3M CO
-$2.0M
131,837
+3%
减持
JNJ
JOHNSON & JOHNSON
-$2.0M
112,784
-2%
减持
PG
PROCTER AND GAMBLE CO
-$2.0M
111,937
-0%
增持
EPAC
ENERPAC TOOL GROUP CORP
-$1.9M
5,057,859
+4%
增持
GOOGL
ALPHABET INC
-$1.7M
163,303
+1949%
清仓
MS
Morgan Stanley
-$1.5M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$1.5M
16,941
+609%
减持
VOO
VANGUARD INDEX FDS
-$1.4M
19,520
-13%
减持
MA
MASTERCARD INCORPORATED
-$1.4M
41,474
-1%
减持
LW
LAMB WESTON HLDGS INC
+$1.3M
314,970
-2%
减持
AXP
AMERICAN EXPRESS CO
-$1.3M
242,270
-1%
减持
PEP
PEPSICO INC
-$1.2M
173,858
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$1.2M
7,039
+109%
增持
—
MEDTRONIC PLC
-$1.1M
140,541
+1%
减持
IVV
ISHARES TR
-$1.0M
2,981
-46%
增持
MKC
MCCORMICK & CO INC
-$1.0M
88,082
+0%
增持
—
ISHARES TR
+$1.0M
28,238
+246%
清仓
—
SPDR INDEX SHS FDS
-$948.0K
0
-100%
减持
—
J P MORGAN EXCHANGE TRADED F
-$762.0K
12,231
-55%
减持
DEO
DIAGEO PLC
-$753.0K
97,910
-2%
增持
GE
GENERAL ELECTRIC CO
+$632.0K
457,765
+5%
增持
PFE
PFIZER INC
-$629.0K
79,248
+1%
增持
POST
POST HLDGS INC
-$566.0K
2,685,471
+0%
减持
PM
PHILIP MORRIS INTL INC
-$516.0K
25,900
-4%
清仓
GLD
SPDR GOLD TR
-$505.0K
0
-100%
建仓
—
PIMCO MUN INCOME FD II
+$477.0K
50,000
减持
PAYX
PAYCHEX INC
-$442.0K
187,059
-1%
减持
DIS
DISNEY WALT CO
-$394.0K
224,585
-2%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$368.0K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$357.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$355.0K
5,995
+16%
清仓
—
INVESCO EXCH TRADED FD TR II
-$289.0K
0
-100%
增持
—
META PLATFORMS INC
-$263.0K
18,063
+7%
增持
—
J P MORGAN EXCHANGE TRADED F
+$256.0K
40,120
+14%
清仓
HON
HONEYWELL INTL INC
-$253.0K
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$243.0K
0
-100%
减持
WM
WASTE MGMT INC DEL
+$236.0K
56,229
-2%
减持
CSCO
CISCO SYS INC
-$234.0K
88,082
-0%
增持
AMZN
AMAZON COM INC
+$228.0K
22,350
+3%
清仓
RY
ROYAL BK CDA
-$204.0K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$193.0K
41,439
-1%
增持
F
FORD MTR CO DEL
+$193.0K
75,260
+29%
减持
—
ACCENTURE PLC IRELAND
-$177.0K
5,561
-4%
清仓
—
POINT BIOPHARMA GLOBAL INC
-$154.0K
0
-100%
增持
INTC
INTEL CORP
-$146.0K
13,685
+3%
增持
PRU
PRUDENTIAL FINL INC
+$140.0K
10,000
+33%
增持
TSLA
TESLA INC
+$129.0K
3,171
+200%
减持
—
EXXON MOBIL CORP
-$123.0K
28,909
-6%
增持
GOOG
ALPHABET INC
-$118.0K
8,560
+1891%
清仓
—
ISHARES TR
-$97.0K
0
-100%
建仓
—
NUVEEN PFD & INCOME OPPORTUN
+$90.0K
13,000
减持
MRK
MERCK & CO INC
-$90.0K
12,354
-2%
减持
IWF
ISHARES TR
-$89.0K
4,569
-5%
减持
V
VISA INC
-$86.0K
4,264
-0%
减持
BAC
BK OF AMERICA CORP
-$78.0K
51,262
-2%
减持
FICO
FAIR ISAAC CORP
-$77.0K
2,050
-11%
增持
ABT
ABBOTT LABS
-$75.0K
6,721
+1%
增持
AGNC
AGNC INVT CORP
+$67.0K
100,000
+43%
减持
EMR
EMERSON ELEC CO
-$65.0K
5,780
-6%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$64.0K
3,900
-11%
增持
ABBV
ABBVIE INC
-$61.0K
3,650
+1%
增持
SYK
STRYKER CORPORATION
+$59.0K
5,140
+4%
增持
SCHD
SCHWAB STRATEGIC TR
-$45.0K
8,668
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$45.0K
3,010
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$42.0K
3,454
-2%
减持
CVX
CHEVRON CORP NEW
-$42.0K
11,424
-2%
减持
CVS
CVS HEALTH CORP
-$39.0K
5,469
-10%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$38.0K
737
-3%
减持
ITW
ILLINOIS TOOL WKS INC
-$15.0K
4,050
-1%
清仓
LRGF
ISHARES TR
-$13.0K
0
-100%
增持
UNP
UNION PAC CORP
+$10.0K
1,100
+15%
清仓
FNDF
SCHWAB STRATEGIC TR
-$10.0K
0
-100%
清仓
INTF
ISHARES TR
-$8.0K
0
-100%
减持
DHR
DANAHER CORPORATION
-$8.0K
1,805
-3%
增持
SDCCQ
SMILEDIRECTCLUB INC
-$5.0K
347,016
+13%
减持
TXN
TEXAS INSTRS INC
-$5.0K
5,252
-1%
清仓
PXH
INVESCO EXCH TRADED FD TR II
-$4.0K
0
-100%
减持
HD
HOME DEPOT INC
+$0
7,938
-1%
减持
WMT
WALMART INC
+$0
2,598
-6%
