小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 90 项
建仓 3
增持 42
减持 35
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
USFD
US FOODS HLDG CORP
+$59.2M
8,104,434
+1%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$59.1M
750,624
-26%
减持
BRO
BROWN & BROWN INC
+$35.7M
3,603,612
-3%
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
—
CLARIVATE PLC
+$32.9M
51,394,421
+6%
增持
LPLA
LPL FINL HLDGS INC
+$26.1M
1,501,863
+1%
增持
APAM
ARTISAN PARTNERS ASSET MGMT
+$25.8M
3,475,511
+0%
增持
—
STERICYCLE INC
+$20.2M
6,472,244
+1%
增持
AMG
AFFILIATED MANAGERS GROUP IN
+$17.2M
2,269,302
+0%
增持
—
GFL ENVIRONMENTAL INC
+$16.8M
3,746,432
+0%
减持
—
HILLENBRAND INC
+$16.5M
5,146,396
-1%
减持
TAP
MOLSON COORS BEVERAGE CO
-$16.2M
5,096,134
-25%
增持
—
LESLIES INC
+$15.4M
9,515,920
+42%
增持
OPTU
ALTICE USA INC
-$14.3M
38,138,891
+1%
减持
WLY
WILEY JOHN & SONS INC
-$13.9M
2,876,698
-0%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$11.7M
1,131,535
-1%
减持
FDX
FEDEX CORP
+$10.9M
568,940
-0%
增持
USB
US BANCORP DEL
+$10.5M
788,333
+83%
增持
CHRW
C H ROBINSON WORLDWIDE INC
-$9.9M
2,109,647
+0%
增持
SCHW
SCHWAB CHARLES CORP
+$9.8M
1,077,225
+10%
增持
WBD
WARNER BROS DISCOVERY INC
-$8.9M
3,594,774
+0%
减持
EPAC
ENERPAC TOOL GROUP CORP
+$6.9M
5,018,252
-1%
增持
MSFT
MICROSOFT CORP
+$6.1M
115,377
+0%
减持
GE
GENERAL ELECTRIC CO
+$5.7M
438,576
-1%
增持
—
AVANTOR INC
+$4.9M
1,336,905
+25%
增持
POST
POST HLDGS INC
-$4.8M
3,011,241
+2%
减持
AAPL
APPLE INC
+$4.7M
162,483
-0%
减持
NFLX
NETFLIX INC
+$4.5M
48,354
-0%
增持
SYY
SYSCO CORP
-$4.4M
2,310,675
+1%
增持
COF
CAPITAL ONE FINL CORP
+$4.2M
279,787
+2%
增持
—
ENERGIZER HLDGS INC NEW
-$3.2M
4,184,208
+1%
增持
GOOGL
ALPHABET INC
+$2.7M
163,828
+1%
增持
AXP
AMERICAN EXPRESS CO
+$2.4M
246,537
+0%
减持
—
GE HEALTHCARE TECHNOLOGIES I
-$2.3M
121,267
-18%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.1M
141,250
-0%
减持
LW
LAMB WESTON HLDGS INC
+$2.1M
301,664
-3%
增持
DIS
DISNEY WALT CO
-$2.0M
222,876
+2%
增持
CMCSA
COMCAST CORP NEW
+$1.7M
429,968
+1%
增持
—
MEDTRONIC PLC
+$1.5M
195,863
+0%
增持
MA
MASTERCARD INCORPORATED
+$1.5M
44,734
+1%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
118,315
+1%
减持
—
META PLATFORMS INC
+$1.2M
16,325
-0%
增持
BEN
FRANKLIN RESOURCES INC
-$1.1M
7,082,389
+0%
增持
WM
WASTE MGMT INC DEL
+$881.9K
64,153
+2%
增持
PEP
PEPSICO INC
+$662.6K
177,962
+0%
减持
—
J P MORGAN EXCHANGE TRADED F
-$632.1K
17,000
-42%
增持
DEO
DIAGEO PLC
-$618.8K
102,909
+1%
增持
PG
PROCTER AND GAMBLE CO
+$570.6K
116,502
+1%
增持
MKC
MCCORMICK & CO INC
+$413.8K
96,202
+0%
减持
PFE
PFIZER INC
-$353.4K
76,559
-1%
增持
COST
COSTCO WHSL CORP NEW
+$332.3K
5,610
+4%
减持
MCK
MCKESSON CORP
+$321.8K
5,940
-5%
减持
AMZN
AMAZON COM INC
+$309.1K
12,085
-1%
清仓
—
J P MORGAN EXCHANGE TRADED F
-$274.8K
0
-100%
增持
MMM
3M CO
-$274.1K
114,647
+3%
增持
GOOG
ALPHABET INC
+$266.3K
9,320
+13%
减持
F
FORD MTR CO DEL
-$246.7K
43,510
-39%
清仓
EMR
EMERSON ELEC CO
-$237.8K
0
-100%
增持
IWF
ISHARES TR
+$219.0K
4,764
+7%
建仓
—
SELECT SECTOR SPDR TR
+$208.5K
1,200
减持
VOO
VANGUARD INDEX FDS
+$190.4K
6,810
-1%
增持
HD
HOME DEPOT INC
+$153.7K
7,148
+2%
增持
PAYX
PAYCHEX INC
-$142.3K
196,385
+2%
清仓
—
MOMENTIVE GLOBAL INC
-$139.8K
0
-100%
清仓
—
ATI PHYSICAL THERAPY INC
-$112.4K
0
-100%
减持
SCHE
SCHWAB STRATEGIC TR
-$100.7K
2,105
-66%
减持
—
ACCENTURE PLC IRELAND
+$88.3K
4,757
-1%
增持
V
VISA INC
+$86.3K
4,062
+4%
减持
MCD
MCDONALDS CORP
+$85.9K
5,966
-2%
减持
NVDA
NVIDIA CORPORATION
+$78.7K
1,068
-20%
建仓
IWD
ISHARES TR
+$78.1K
495
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$67.2K
2,613
-2%
增持
CVX
CHEVRON CORP NEW
+$62.0K
12,240
+7%
建仓
IWB
ISHARES TR
+$49.7K
204
增持
CSCO
CISCO SYS INC
-$26.6K
83,492
+0%
减持
DHR
DANAHER CORPORATION
-$23.1K
1,750
-0%
减持
SCHF
SCHWAB STRATEGIC TR
-$7.4K
2,934
-9%
减持
SCHO
SCHWAB STRATEGIC TR
-$5.3K
913
-9%
减持
SCHP
SCHWAB STRATEGIC TR
-$5.0K
659
-11%
减持
SCHX
SCHWAB STRATEGIC TR
-$4.9K
1,340
-14%
增持
SCHD
SCHWAB STRATEGIC TR
-$4.3K
8,695
+0%
清仓
—
J P MORGAN EXCHANGE TRADED F
-$4.0K
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$3.2K
700
-5%
减持
VBR
VANGUARD INDEX FDS
+$2.6K
586
-1%
减持
IJR
ISHARES TR
-$2.5K
1,000
-5%
清仓
VTV
VANGUARD INDEX FDS
-$1.9K
0
-100%
清仓
—
SPDR SER TR
-$1.7K
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$1.6K
0
-100%
减持
BAC
BANK AMERICA CORP
+$1.4K
50,600
-0%
清仓
AGG
ISHARES TR
-$797
0
-100%
清仓
EMB
ISHARES TR
-$431
0
-100%