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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 108 项
建仓 14
增持 33
减持 55
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
—
STERICYCLE INC
-$232.0M
0
-100%
增持
—
CLARIVATE PLC
-$105.1M
70,733,831
+8%
减持
USFD
US FOODS HLDG CORP
-$96.1M
3,666,227
-34%
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
MIDD
MIDDLEBY CORP
+$91.9M
678,250
建仓
LKQ
LKQ CORP
+$91.7M
2,494,650
减持
—
LPL FINL HLDGS INC
+$57.5M
872,283
-11%
建仓
NEOG
NEOGEN CORP
+$34.8M
2,866,666
减持
WLY
WILEY JOHN & SONS INC
-$25.2M
3,048,882
-7%
减持
AMG
AFFILIATED MANAGERS GROUP IN
-$24.9M
1,572,189
-11%
增持
—
AVANTOR INC
+$24.9M
8,145,825
+44%
减持
—
LESLIES INC
-$22.6M
23,052,900
-2%
清仓
BEN
FRANKLIN RESOURCES INC
-$22.0M
0
-100%
建仓
—
ICON PLC
+$21.0M
100,055
减持
—
C H ROBINSON WORLDWIDE INC
-$20.7M
2,012,707
-3%
建仓
BDX
BECTON DICKINSON & CO
+$19.4M
85,647
增持
HSIC
HENRY SCHEIN INC
+$18.8M
1,744,225
+25%
减持
POST
POST HLDGS INC
-$14.0M
3,259,185
-3%
减持
—
HILLENBRAND INC
+$10.9M
3,746,751
-0%
减持
WBD
WARNER BROS DISCOVERY INC
+$10.6M
4,706,175
-1%
清仓
MKC
MCCORMICK & CO INC
-$9.5M
0
-100%
减持
—
ENERGIZER HLDGS INC NEW
-$9.4M
4,077,205
-15%
减持
SCHW
SCHWAB CHARLES CORP
+$9.1M
1,017,095
-0%
减持
DG
DOLLAR GEN CORP NEW
-$8.8M
602,061
-7%
建仓
—
OTIS WORLDWIDE CORP
+$8.7M
94,405
减持
SYY
SYSCO CORP
-$7.9M
2,131,171
-3%
减持
—
MOLSON COORS BEVERAGE CO
-$7.2M
4,519,677
-2%
减持
—
3M CO
-$6.0M
102,714
-27%
减持
—
WILLIS TOWERS WATSON PLC LTD
+$5.9M
510,500
-2%
减持
—
GFL ENVIRONMENTAL INC
-$5.3M
5,318,610
-12%
减持
—
CAPITAL ONE FINL CORP
+$4.9M
260,091
-6%
减持
BRO
BROWN & BROWN INC
-$4.5M
947,980
-3%
减持
LW
LAMB WESTON HLDGS INC
+$4.1M
3,072,704
-1%
增持
—
ALPHABET INC
+$4.1M
167,810
+1%
减持
DIS
DISNEY WALT CO
+$3.5M
238,233
-0%
减持
NVST
ENVISTA HOLDINGS CORPORATION
-$3.2M
4,288,075
-1%
增持
PEP
PEPSICO INC
-$3.2M
181,624
+0%
增持
—
KEURIG DR PEPPER INC
-$3.0M
592,517
+1%
增持
AAPL
APPLE INC
+$2.8M
157,366
+0%
增持
—
COMCAST CORP NEW
-$2.8M
678,694
+0%
增持
—
MEDTRONIC PLC
-$2.6M
272,778
+1%
减持
AXP
AMERICAN EXPRESS CO
+$2.6M
161,912
-3%
减持
—
KENVUE INC
-$2.5M
1,365,583
-0%
增持
—
DIAGEO PLC
-$2.5M
193,049
+0%
减持
JNJ
JOHNSON & JOHNSON
-$2.4M
121,313
-1%
减持
—
ALTICE USA INC
-$2.1M
17,300
-98%
减持
MSFT
MICROSOFT CORP
-$1.8M
103,118
-2%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$1.6M
7,205
增持
—
MASTERCARD INCORPORATED
+$1.5M
42,027
+1%
增持
UPS
UNITED PARCEL SERVICE INC
-$1.4M
209,886
+3%
增持
PAYX
PAYCHEX INC
+$1.3M
207,401
+0%
建仓
—
TESLA INC
+$1.2M
3,075
增持
—
ANHEUSER BUSCH INBEV SA/NV
-$1.2M
1,493,842
+30%
增持
—
FORTIVE CORP
-$1.2M
329,620
+0%
减持
LLY
ELI LILLY & CO
-$1.2M
10,000
-1%
增持
—
IQVIA HLDGS INC
+$1.2M
24,000
+60%
减持
—
FEDEX CORP
+$1.1M
342,598
-2%
减持
—
SPDR SER TR
-$834.8K
243,363
-3%
减持
PG
PROCTER AND GAMBLE CO
-$759.7K
121,774
-0%
增持
AMZN
AMAZON COM INC
+$642.8K
13,694
+8%
减持
—
ACCENTURE PLC IRELAND
-$614.4K
2,750
-39%
减持
USB
US BANCORP DEL
+$570.7K
702,707
-3%
减持
—
EXXON MOBIL CORP
-$557.5K
55,232
-0%
减持
—
COSTCO WHSL CORP NEW
-$433.4K
3,699
-14%
建仓
—
PALANTIR TECHNOLOGIES INC
+$363.8K
4,810
减持
—
CISCO SYS INC
+$360.9K
77,700
-2%
增持
—
META PLATFORMS INC
+$299.8K
16,371
+1%
减持
—
ENERGY TRANSFER L P
+$292.4K
100,000
-4%
建仓
NFLX
NETFLIX INC
+$291.5K
327
增持
—
ALPHABET INC
+$290.2K
10,720
+2%
减持
FICO
FAIR ISAAC CORP
-$284.4K
150
-50%
增持
—
NVIDIA CORPORATION
+$280.0K
8,090
+22%
减持
—
CABLE ONE INC
+$264.6K
266,258
-3%
清仓
OKE
ONEOK INC NEW
-$249.1K
0
-100%
减持
ITW
ILLINOIS TOOL WKS INC
-$248.7K
3,045
-22%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$234.1K
2,221
-18%
减持
IVV
ISHARES TR
-$216.6K
6,055
-8%
建仓
—
RTX CORPORATION
+$216.2K
1,868
清仓
AMGN
AMGEN INC
-$208.1K
0
-100%
减持
MCD
MCDONALDS CORP
-$205.8K
5,504
-7%
清仓
—
UNITEDHEALTH GROUP INC
-$203.5K
0
-100%
减持
PFE
PFIZER INC
-$168.1K
56,688
-2%
增持
—
VISA INC
+$156.4K
3,752
+0%
增持
—
DUKE ENERGY CORP NEW
-$150.7K
20,230
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$143.7K
2,260
-22%
减持
QCOM
QUALCOMM INC
-$126.9K
2,551
-16%
减持
—
ABBVIE INC
-$110.7K
3,100
-7%
建仓
VTI
VANGUARD INDEX FDS
+$105.8K
365
减持
TXN
TEXAS INSTRS INC
-$101.4K
5,200
-0%
增持
VOO
VANGUARD INDEX FDS
+$70.7K
6,111
+0%
减持
—
TARGET CORP
-$70.3K
2,300
-6%
减持
PNW
PINNACLE WEST CAP CORP
-$63.4K
5,000
-9%
减持
SYK
STRYKER CORPORATION
-$58.6K
3,622
-4%
减持
WMT
WALMART INC
-$30.9K
4,040
-18%
减持
F
FORD MTR CO
-$30.1K
36,060
-2%
增持
WM
WASTE MGMT INC DEL
+$26.7K
70,874
+3%
增持
SCHD
SCHWAB STRATEGIC TR
-$16.6K
19,327
+200%
建仓
VUG
VANGUARD INDEX FDS
+$14.0K
34
减持
—
SPDR S&P 500 ETF TR
+$12.0K
3,346
-2%
减持
—
JPMORGAN CHASE & CO.
+$10.5K
1,773
-10%
建仓
VTV
VANGUARD INDEX FDS
+$10.2K
60
增持
—
ORACLE CORP
-$9.9K
6,222
+1%
增持
—
MERCK & CO INC
-$7.7K
18,107
+14%
增持
SCHX
SCHWAB STRATEGIC TR
+$6.9K
2,787
+228%
增持
SCHF
SCHWAB STRATEGIC TR
-$3.3K
1,834
+103%
增持
SCHB
SCHWAB STRATEGIC TR
+$3.1K
5,862
+200%
增持
SCHV
SCHWAB STRATEGIC TR
-$1.6K
2,208
+200%
增持
SCHP
SCHWAB STRATEGIC TR
-$306
310
+100%
增持
SCHO
SCHWAB STRATEGIC TR
+$17
644
+104%
