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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 49
增持 25
减持 25
清仓 51
方向
标的
Δ市值
现股数(环比)
建仓
—
LPL FINL HLDGS INC
+$352.3M
1,333,373
建仓
—
MOLSON COORS BEVERAGE CO
+$316.0M
4,699,429
清仓
LPLA
LPL FINL HLDGS INC
-$308.2M
0
-100%
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。
清仓
TAP
MOLSON COORS BEVERAGE CO
-$282.3M
0
-100%
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$190.9M
694,238
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$176.1M
0
-100%
清仓
—
WILLIS TOWERS WATSON PLC LTD
-$167.8M
0
-100%
建仓
—
C H ROBINSON WORLDWIDE INC
+$164.2M
2,156,679
建仓
—
FEDEX CORP
+$117.1M
404,116
清仓
OPTU
ALTICE USA INC
-$115.4M
0
-100%
清仓
FDX
FEDEX CORP
-$101.9M
0
-100%
建仓
HSIC
HENRY SCHEIN INC
+$100.2M
1,326,410
增持
—
CLARIVATE PLC
-$97.8M
57,058,414
+1%
建仓
—
ALTICE USA INC
+$89.2M
34,169,341
建仓
NVST
ENVISTA HOLDINGS CORPORATION
+$74.8M
3,500,130
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$72.9M
0
-100%
建仓
—
ANHEUSER BUSCH INBEV SA/NV
+$68.8M
1,132,689
减持
POST
POST HLDGS INC
+$64.5M
3,559,285
-0%
增持
BRO
BROWN & BROWN INC
+$43.1M
2,616,825
+0%
建仓
—
CAPITAL ONE FINL CORP
+$42.0M
281,811
清仓
GE
GENERAL ELECTRIC CO
-$38.1M
0
-100%
清仓
COF
CAPITAL ONE FINL CORP
-$36.6M
0
-100%
减持
—
STERICYCLE INC
-$34.3M
5,430,177
-16%
清仓
MAA
MID-AMER APT CMNTYS INC
-$28.2M
0
-100%
建仓
—
MID-AMER APT CMNTYS INC
+$27.6M
210,000
建仓
—
ALPHABET INC
+$25.2M
166,792
清仓
CMCSA
COMCAST CORP NEW
-$24.4M
0
-100%
建仓
—
COMCAST CORP NEW
+$24.2M
558,822
增持
—
CABLE ONE INC
+$23.3M
225,475
+74%
减持
AMG
AFFILIATED MANAGERS GROUP IN
-$23.1M
1,877,459
-16%
清仓
GOOGL
ALPHABET INC
-$22.9M
0
-100%
减持
WLY
WILEY JOHN & SONS INC
+$22.2M
4,106,358
-3%
减持
—
HILLENBRAND INC
-$20.5M
3,787,530
-14%
建仓
—
MASTERCARD INCORPORATED
+$19.8M
41,106
减持
SYY
SYSCO CORP
+$18.8M
2,344,513
-0%
建仓
—
KEURIG DR PEPPER INC
+$17.7M
577,242
清仓
MA
MASTERCARD INCORPORATED
-$17.3M
0
-100%
建仓
—
DIAGEO PLC
+$16.4M
110,385
增持
—
AVANTOR INC
+$16.2M
5,851,620
+0%
清仓
DEO
DIAGEO PLC
-$15.4M
0
-100%
建仓
—
3M CO
+$14.1M
133,304
清仓
MMM
3M CO
-$12.6M
0
-100%
建仓
—
BLACKSTONE INC
+$9.9M
75,325
清仓
BX
BLACKSTONE INC
-$9.9M
0
-100%
减持
DG
DOLLAR GEN CORP NEW
+$9.0M
450,050
-0%
增持
WBD
WARNER BROS DISCOVERY INC
-$8.4M
3,514,774
+2%
减持
USFD
US FOODS HLDG CORP
-$8.1M
6,558,691
-18%
减持
—
LESLIES INC
-$7.8M
18,200,726
-0%
增持
—
ENERGIZER HLDGS INC NEW
-$7.7M
4,193,226
+1%
增持
DIS
DISNEY WALT CO
+$7.6M
228,651
+1%
建仓
—
EXXON MOBIL CORP
+$6.4M
55,441
减持
AXP
AMERICAN EXPRESS CO
+$6.3M
229,498
-6%
清仓
—
EXXON MOBIL CORP
-$5.6M
0
-100%
建仓
—
FIDELITY NATL INFORMATION SV
+$4.5M
60,000
清仓
CSCO
CISCO SYS INC
-$4.2M
0
-100%
建仓
—
GOLDMAN SACHS GROUP INC
+$4.2M
10,000
建仓
—
CISCO SYS INC
+$4.1M
81,550
减持
MSFT
MICROSOFT CORP
+$4.1M
110,288
-2%
清仓
GS
GOLDMAN SACHS GROUP INC
-$3.9M
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
+$3.6M
1,046,652
-0%
减持
AAPL
APPLE INC
-$3.4M
157,794
-0%
建仓
—
COSTCO WHSL CORP NEW
+$3.2M
4,372
建仓
—
MCKESSON CORP
+$3.1M
5,840
建仓
—
CHARTER COMMUNICATIONS INC N
+$3.1M
10,500
清仓
COST
COSTCO WHSL CORP NEW
-$3.0M
0
-100%
清仓
MCK
MCKESSON CORP
-$2.8M
0
-100%
建仓
—
SPDR S&P 500 ETF TR
+$2.3M
4,462
增持
WM
WASTE MGMT INC DEL
+$2.3M
66,824
+0%
增持
PG
PROCTER AND GAMBLE CO
+$2.1M
119,129
+1%
减持
—
META PLATFORMS INC
+$2.1M
16,200
-1%
清仓
SPY
SPDR S&P 500 ETF TR
-$2.1M
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$2.0M
0
-100%
建仓
—
DUKE ENERGY CORP NEW
+$2.0M
20,210
增持
—
IQVIA HLDGS INC
+$1.9M
14,000
+100%
增持
IJH
ISHARES TR
-$1.9M
11,125
+21%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$1.8M
349,350
+0%
减持
BEN
FRANKLIN RESOURCES INC
-$1.8M
1,045,217
-0%
建仓
VICI
VICI PPTYS INC
+$1.8M
60,000
清仓
WY
WEYERHAEUSER CO MTN BE
-$1.7M
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$1.7M
0
-100%
建仓
—
ENERGY TRANSFER L P
+$1.6M
103,840
清仓
GOOG
ALPHABET INC
-$1.6M
0
-100%
建仓
—
ALPHABET INC
+$1.6M
10,476
建仓
—
ACCENTURE PLC IRELAND
+$1.6M
4,560
清仓
ES
EVERSOURCE ENERGY
-$1.5M
0
-100%
建仓
—
EVERSOURCE ENERGY
+$1.5M
25,000
建仓
—
MERCK & CO INC
+$1.4M
10,929
清仓
DINO
HF SINCLAIR CORP
-$1.2M
0
-100%
增持
MKC
MCCORMICK & CO INC
+$1.2M
109,911
+3%
清仓
MRK
MERCK & CO INC
-$1.2M
0
-100%
增持
—
MEDTRONIC PLC
+$1.1M
201,325
+1%
增持
PEP
PEPSICO INC
+$1.1M
178,595
+1%
建仓
—
VISA INC
+$1.1M
3,894
增持
PAYX
PAYCHEX INC
+$1.1M
200,739
+1%
清仓
V
VISA INC
-$1.1M
0
-100%
减持
USB
US BANCORP DEL
+$991.9K
727,322
-0%
建仓
—
INTUITIVE SURGICAL INC
+$990.5K
2,482
建仓
—
DAVITA INC
+$960.0K
6,954
建仓
—
OREILLY AUTOMOTIVE INC
+$863.6K
765
清仓
ISRG
INTUITIVE SURGICAL INC
-$824.8K
0
-100%
建仓
—
ORACLE CORP
+$771.6K
6,143
清仓
TSLA
TESLA INC
-$764.1K
0
-100%
减持
LW
LAMB WESTON HLDGS INC
-$759.2K
288,834
-1%
建仓
—
NVIDIA CORPORATION
+$739.1K
818
清仓
DVA
DAVITA INC
-$728.5K
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$726.8K
0
-100%
清仓
ORCL
ORACLE CORP
-$685.4K
0
-100%
建仓
—
ABBVIE INC
+$610.0K
3,350
建仓
—
TESLA INC
+$540.6K
3,075
清仓
NVDA
NVIDIA CORPORATION
-$528.9K
0
-100%
清仓
ABBV
ABBVIE INC
-$519.1K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
-$476.5K
143,890
+3%
建仓
—
TARGET CORP
+$433.5K
2,446
建仓
—
VANGUARD WORLD FD
+$430.5K
821
建仓
PNW
PINNACLE WEST CAP CORP
+$411.0K
5,500
减持
IVV
ISHARES TR
-$398.6K
6,657
-18%
清仓
VGT
VANGUARD WORLD FDS
-$397.4K
0
-100%
建仓
—
JPMORGAN CHASE & CO
+$393.8K
1,966
减持
AMZN
AMAZON COM INC
+$342.5K
12,394
-1%
清仓
TGT
TARGET CORP
-$334.7K
0
-100%
清仓
JPM
JPMORGAN CHASE & CO
-$334.4K
0
-100%
建仓
—
SEALED AIR CORP NEW
+$316.2K
8,500
清仓
—
SEALED AIR CORP NEW
-$310.4K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$279.4K
118,722
+1%
清仓
BA
BOEING CO
-$267.7K
0
-100%
减持
HD
HOME DEPOT INC
+$243.4K
7,037
-1%
增持
BAC
BANK AMERICA CORP
+$235.8K
54,700
+0%
清仓
AMGN
AMGEN INC
-$229.3K
0
-100%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$224.9K
0
-100%
建仓
—
RTX CORPORATION
+$222.8K
2,284
建仓
OKE
ONEOK INC NEW
+$219.2K
2,734
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$205.8K
0
-100%
建仓
CM
CANADIAN IMPERIAL BK COMM TO
+$202.9K
4,000
清仓
CMA
COMERICA INC
-$201.8K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$197.6K
2,686
+3%
增持
—
KENVUE INC
+$191.5K
796,921
+1%
增持
—
GFL ENVIRONMENTAL INC
+$133.4K
6,157,980
+0%
减持
MCD
MCDONALDS CORP
-$130.6K
5,916
-2%
清仓
VB
VANGUARD INDEX FDS
-$118.0K
0
-100%
清仓
IWD
ISHARES TR
-$81.8K
0
-100%
减持
DHR
DANAHER CORPORATION
-$78.4K
1,400
-24%
减持
FICO
FAIR ISAAC CORP
-$73.6K
500
-17%
增持
WMT
WALMART INC
+$68.1K
4,795
+243%
减持
PM
PHILIP MORRIS INTL INC
-$65.3K
25,900
-0%
清仓
VTI
VANGUARD INDEX FDS
-$60.0K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$55.5K
5,211
+4%
清仓
IWB
ISHARES TR
-$53.5K
0
-100%
减持
CVX
CHEVRON CORP NEW
+$47.1K
13,190
-3%
清仓
VV
VANGUARD INDEX FDS
-$44.9K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$42.0K
6,416
+3%