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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 123 项
建仓 11
增持 51
减持 49
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
—
CHANGE HEALTHCARE INC
-$505.3M
0
-100%
清仓
—
NIELSEN HLDGS PLC
-$195.2M
0
-100%
增持
AMG
AFFILIATED MANAGERS GROUP IN
+$122.1M
2,237,093
+8%
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。
建仓
—
GFL ENVIRONMENTAL INC
+$97.2M
3,324,896
减持
LPLA
LPL FINL HLDGS INC
-$88.4M
1,471,471
-21%
增持
—
CLARIVATE PLC
+$87.0M
48,465,749
+43%
建仓
—
LESLIES INC
+$79.0M
6,470,802
增持
—
STERICYCLE INC
+$76.6M
6,332,330
+11%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$67.1M
1,947,555
+69%
增持
USFD
US FOODS HLDG CORP
+$66.4M
7,883,742
+3%
增持
TAP
MOLSON COORS BEVERAGE CO
+$50.5M
6,731,138
+9%
增持
—
ENERGIZER HLDGS INC NEW
+$40.3M
4,036,587
+7%
增持
OPTU
ALTICE USA INC
-$39.8M
35,252,350
+2%
减持
EPAC
ENERPAC TOOL GROUP CORP
+$37.2M
5,005,747
-1%
增持
BEN
FRANKLIN RESOURCES INC
+$36.2M
7,005,280
+1%
增持
APAM
ARTISAN PARTNERS ASSET MGMT
+$36.0M
3,384,207
+41%
建仓
WBD
WARNER BROS DISCOVERY INC
+$33.9M
3,577,774
增持
—
HILLENBRAND INC
+$31.4M
5,116,220
+1%
减持
—
WILLIS TOWERS WATSON PLC LTD
+$28.8M
1,121,819
-8%
增持
BRO
BROWN & BROWN INC
+$28.4M
3,634,955
+23%
减持
POST
POST HLDGS INC
+$21.8M
2,678,401
-0%
增持
FDX
FEDEX CORP
+$14.9M
572,820
+1%
减持
—
IAA INC
+$13.0M
2,803,869
-10%
减持
SYY
SYSCO CORP
+$12.2M
2,232,837
-0%
减持
GE
GENERAL ELECTRIC CO
+$9.2M
447,618
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$8.9M
778,047
+0%
减持
WLY
WILEY JOHN & SONS INC
+$6.4M
2,746,684
-0%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$5.8M
1,136,435
-18%
增持
LW
LAMB WESTON HLDGS INC
+$4.0M
317,390
+1%
增持
AXP
AMERICAN EXPRESS CO
+$3.7M
246,294
+2%
增持
PEP
PEPSICO INC
+$3.5M
176,253
+1%
增持
MA
MASTERCARD INCORPORATED
+$3.4M
43,626
+5%
增持
—
MEDTRONIC PLC
+$3.2M
186,745
+33%
增持
PG
PROCTER AND GAMBLE CO
+$3.1M
113,694
+2%
增持
NFLX
NETFLIX INC
+$3.0M
48,584
+1%
减持
MMM
3M CO
-$2.9M
97,192
-26%
减持
DIS
DISNEY WALT CO
-$2.8M
212,014
-6%
增持
CMCSA
COMCAST CORP NEW
+$2.5M
407,220
+1%
减持
GOOGL
ALPHABET INC
-$2.4M
150,048
-8%
减持
AAPL
APPLE INC
-$2.2M
171,446
-3%
增持
UPS
UNITED PARCEL SERVICE INC
+$2.0M
143,120
+1%
增持
JNJ
JOHNSON & JOHNSON
+$1.9M
115,121
+2%
减持
JPM
JPMORGAN CHASE & CO
-$1.5M
1,941
-89%
增持
IVV
ISHARES TR
+$1.3M
6,076
+104%
减持
AMZN
AMAZON COM INC
-$1.2M
15,250
-32%
增持
DEO
DIAGEO PLC
+$1.2M
100,130
+2%
增持
MKC
MCCORMICK & CO INC
+$1.2M
90,207
+2%
建仓
—
SPDR INDEX SHS FDS
+$1.2M
39,500
清仓
BXMT
BLACKSTONE MTG TR INC
-$1.2M
0
-100%
增持
MSFT
MICROSOFT CORP
+$1.2M
116,081
+1%
减持
USB
US BANCORP DEL
+$1.1M
419,930
-2%
减持
—
ISHARES TR
-$1.1M
7,053
-75%
减持
SPY
SPDR S&P 500 ETF TR
-$968.9K
4,040
-43%
增持
COF
CAPITAL ONE FINL CORP
+$883.6K
270,359
+3%
清仓
AGNC
AGNC INVT CORP
-$842.0K
0
-100%
增持
PAYX
PAYCHEX INC
+$792.9K
188,499
+1%
增持
—
EXXON MOBIL CORP
+$678.9K
29,038
+0%
减持
CSCO
CISCO SYS INC
+$615.2K
86,865
-1%
增持
PFE
PFIZER INC
+$614.6K
79,676
+1%
减持
—
J P MORGAN EXCHANGE TRADED F
-$593.3K
28,300
-29%
减持
—
META PLATFORMS INC
-$480.4K
16,375
-9%
建仓
LBRDK
LIBERTY BROADBAND CORP
+$457.6K
6,000
增持
TSLA
TESLA INC
-$434.1K
3,303
+4%
清仓
—
CHARTER COMMUNICATIONS INC N
-$418.0K
0
-100%
减持
VGT
VANGUARD WORLD FDS
-$344.8K
821
-58%
增持
WM
WASTE MGMT INC DEL
+$338.6K
59,583
+6%
清仓
CASH
PATHWARD FINANCIAL INC
-$330.0K
0
-100%
减持
HD
HOME DEPOT INC
+$252.9K
7,734
-3%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$239.1K
2,369
增持
KO
COCA COLA CO
+$236.2K
28,144
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$222.3K
20,413
+1%
建仓
PHM
PULTE GROUP INC
+$219.9K
4,829
减持
VEA
VANGUARD TAX-MANAGED FDS
+$219.2K
41,130
-1%
清仓
ACWI
ISHARES TR
-$218.0K
0
-100%
建仓
TRV
TRAVELERS COMPANIES INC
+$211.7K
1,129
减持
SDCCQ
SMILEDIRECTCLUB INC
-$209.7K
296,016
-15%
清仓
NEE
NEXTERA ENERGY INC
-$207.0K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$204.7K
386
清仓
—
PROSHARES TR
-$200.0K
0
-100%
减持
—
J P MORGAN EXCHANGE TRADED F
-$164.7K
8,911
-27%
增持
ORCL
ORACLE CORP
+$156.4K
6,501
+6%
建仓
FNDF
SCHWAB STRATEGIC TR
+$140.3K
4,828
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$140.0K
3,056
+2%
建仓
VTV
VANGUARD INDEX FDS
+$135.0K
962
减持
VO
VANGUARD INDEX FDS
+$133.2K
9,637
-1%
减持
MGC
VANGUARD WORLD FD
+$124.6K
20,691
-1%
减持
EMR
EMERSON ELEC CO
+$123.5K
5,689
-2%
减持
MRK
MERCK & CO INC
+$117.4K
10,648
-14%
减持
SO
SOUTHERN CO
+$116.1K
40,262
-1%
减持
COST
COSTCO WHSL CORP NEW
-$114.8K
5,950
-1%
减持
—
HOLLY ENERGY PARTNERS L P
+$100.4K
70,000
-2%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$98.7K
765
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$92.0K
8,844
+2%
减持
V
VISA INC
+$91.9K
4,086
-4%
清仓
—
NUVEEN PFD & INCOME OPPORTUN
-$90.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$89.2K
8,476
-9%
减持
SUI
SUN CMNTYS INC
+$89.0K
16,000
-2%
减持
VOO
VANGUARD INDEX FDS
+$79.0K
18,466
-5%
增持
IJR
ISHARES TR
+$78.2K
2,158
+49%
减持
ABT
ABBOTT LABS
+$76.3K
6,615
-2%
减持
VB
VANGUARD INDEX FDS
+$68.8K
6,934
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$65.7K
27,288
-0%
增持
—
ACCENTURE PLC IRELAND
+$63.9K
5,602
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$54.5K
3,498
+1%
增持
WMT
WALMART INC
+$53.5K
2,754
+6%
减持
TGT
TARGET CORP
-$46.9K
2,550
-11%
减持
SYK
STRYKER CORPORATION
+$43.6K
4,436
-14%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$35.9K
207,500
-1%
减持
—
MAGELLAN MIDSTREAM PRTNRS LP
-$35.1K
4,500
-18%
减持
CVS
CVS HEALTH CORP
-$20.9K
5,377
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$20.3K
716
-3%
减持
QCOM
QUALCOMM INC
-$20.2K
3,000
-3%
增持
SCHF
SCHWAB STRATEGIC TR
+$19.3K
3,176
+7%
增持
SCHB
SCHWAB STRATEGIC TR
+$15.8K
4,750
+1%
增持
SCHE
SCHWAB STRATEGIC TR
+$12.6K
6,024
+4%
增持
INTC
INTEL CORP
+$11.3K
13,785
+1%
增持
SCHV
SCHWAB STRATEGIC TR
+$7.3K
731
+3%
增持
GOOG
ALPHABET INC
-$6.7K
9,200
+7%
清仓
—
LANNET INC
-$5.0K
0
-100%
清仓
—
TREVENA INC
-$3.0K
0
-100%
增持
SCHP
SCHWAB STRATEGIC TR
+$2.7K
728
+8%
增持
SCHO
SCHWAB STRATEGIC TR
+$2.5K
1,005
+5%
减持
F
FORD MTR CO DEL
+$2.0K
72,660
-3%
