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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 57
增持 25
减持 8
清仓 60
方向
标的
Δ市值
现股数(环比)
清仓
—
CLARIVATE PLC
-$359.3M
0
-100%
建仓
—
CLARIVATE PLC
+$292.9M
74,527,914
清仓
—
LPL FINL HLDGS INC
-$284.8M
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。
建仓
TAP
MOLSON COORS BEVERAGE CO
+$277.2M
4,553,212
清仓
—
MOLSON COORS BEVERAGE CO
-$259.1M
0
-100%
清仓
—
GFL ENVIRONMENTAL INC
-$236.9M
0
-100%
建仓
LPLA
LPL FINL HLDGS INC
+$220.6M
674,227
建仓
GFL
GFL ENVIRONMENTAL INC
+$217.8M
4,508,270
清仓
—
C H ROBINSON WORLDWIDE INC
-$208.0M
0
-100%
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$172.5M
510,565
清仓
—
AVANTOR INC
-$171.6M
0
-100%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$170.2M
1,662,009
清仓
—
WILLIS TOWERS WATSON PLC LTD
-$159.9M
0
-100%
建仓
AVTR
AVANTOR INC
+$155.5M
9,591,950
清仓
—
ENERGIZER HLDGS INC NEW
-$142.3M
0
-100%
建仓
ENR
ENERGIZER HLDGS INC NEW
+$125.8M
4,205,935
清仓
—
CABLE ONE INC
-$96.4M
0
-100%
清仓
—
FEDEX CORP
-$96.4M
0
-100%
建仓
CABO
CABLE ONE INC
+$94.9M
357,192
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$92.2M
1,498,297
建仓
FDX
FEDEX CORP
+$83.5M
342,482
清仓
—
ANHEUSER BUSCH INBEV SA/NV
-$74.8M
0
-100%
清仓
—
CAPITAL ONE FINL CORP
-$46.4M
0
-100%
建仓
CCC
CCC INTELLIGENT SOLUTIONS HL
+$45.8M
5,068,230
建仓
COF
CAPITAL ONE FINL CORP
+$42.5M
237,252
建仓
CMCSA
COMCAST CORP NEW
+$36.8M
998,549
建仓
MAA
MID-AMER APT CMNTYS INC
+$35.2M
210,000
增持
—
LESLIES INC
-$34.4M
23,191,550
+1%
建仓
KVUE
KENVUE INC
+$32.9M
1,370,403
清仓
—
MID-AMER APT CMNTYS INC
-$32.5M
0
-100%
清仓
—
ALPHABET INC
-$31.8M
0
-100%
清仓
—
KENVUE INC
-$29.2M
0
-100%
建仓
GOOGL
ALPHABET INC
+$26.2M
169,656
清仓
—
COMCAST CORP NEW
-$25.5M
0
-100%
减持
USFD
US FOODS HLDG CORP
-$24.8M
3,399,920
-7%
清仓
—
FORTIVE CORP
-$24.7M
0
-100%
建仓
FTV
FORTIVE CORP
+$24.7M
337,610
清仓
—
DIAGEO PLC
-$24.5M
0
-100%
增持
—
HILLENBRAND INC
-$24.5M
3,760,951
+0%
增持
AMG
AFFILIATED MANAGERS GROUP IN
-$24.3M
1,585,324
+1%
建仓
—
ICON PLC
+$23.4M
133,465
建仓
MA
MASTERCARD INCORPORATED
+$23.3M
42,493
建仓
BIL
SPDR SER TR
+$23.2M
253,176
清仓
—
SPDR SER TR
-$22.3M
0
-100%
清仓
—
MASTERCARD INCORPORATED
-$22.1M
0
-100%
增持
BRO
BROWN & BROWN INC
+$21.6M
950,710
+0%
清仓
—
ICON PLC
-$21.0M
0
-100%
建仓
KDP
KEURIG DR PEPPER INC
+$20.6M
601,847
建仓
DEO
DIAGEO PLC
+$20.5M
195,744
增持
NEOG
NEOGEN CORP
+$19.6M
6,276,075
+119%
清仓
—
KEURIG DR PEPPER INC
-$19.0M
0
-100%
增持
POST
POST HLDGS INC
+$18.4M
3,364,510
+3%
增持
LKQ
LKQ CORP
+$15.3M
2,514,295
+1%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$15.2M
95,790
清仓
—
3M CO
-$13.3M
0
-100%
清仓
—
BLACKSTONE INC
-$13.0M
0
-100%
增持
MIDD
MIDDLEBY CORP
+$12.8M
688,560
+2%
建仓
ABNB
AIRBNB INC
+$10.7M
89,415
建仓
BX
BLACKSTONE INC
+$10.5M
75,325
清仓
—
SERVISFIRST BANCSHARES INC
-$10.2M
0
-100%
建仓
OTIS
OTIS WORLDWIDE CORP
+$10.0M
96,668
建仓
SFBS
SERVISFIRST BANCSHARES INC
+$9.9M
120,000
清仓
—
OTIS WORLDWIDE CORP
-$8.7M
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$8.0M
149,027
-8%
增持
LW
LAMB WESTON HLDGS INC
-$7.0M
3,721,559
+21%
建仓
—
EXXON MOBIL CORP
+$6.5M
54,982
清仓
—
EXXON MOBIL CORP
-$5.9M
0
-100%
减持
DG
DOLLAR GEN CORP NEW
+$5.9M
586,431
-3%
清仓
—
GOLDMAN SACHS GROUP INC
-$5.7M
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$5.5M
290,299
+38%
建仓
GS
GOLDMAN SACHS GROUP INC
+$5.5M
10,000
清仓
—
FIDELITY NATL INFORMATION SV
-$5.1M
0
-100%
减持
MSFT
MICROSOFT CORP
-$4.9M
102,860
-0%
建仓
CSCO
CISCO SYS INC
+$4.8M
77,700
清仓
—
IQVIA HLDGS INC
-$4.7M
0
-100%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$4.7M
63,000
减持
AAPL
APPLE INC
-$4.7M
156,324
-1%
清仓
—
CISCO SYS INC
-$4.6M
0
-100%
建仓
IQV
IQVIA HLDGS INC
+$4.2M
24,000
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$4.1M
6
+500%
建仓
MCK
MCKESSON CORP
+$3.9M
5,840
增持
USB
US BANCORP DEL
-$3.9M
704,302
+0%
减持
SCHW
SCHWAB CHARLES CORP
-$3.6M
915,334
-10%
清仓
—
CHARTER COMMUNICATIONS INC N
-$3.6M
0
-100%
清仓
—
COSTCO WHSL CORP NEW
-$3.4M
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$3.3M
3,527
清仓
—
MCKESSON CORP
-$3.3M
0
-100%
增持
PAYX
PAYCHEX INC
+$3.2M
209,010
+1%
增持
JNJ
JOHNSON & JOHNSON
+$3.1M
124,377
+3%
增持
—
MEDTRONIC PLC
+$2.8M
273,688
+0%
增持
WLY
WILEY JOHN & SONS INC
+$2.8M
3,053,500
+0%
增持
DIS
DISNEY WALT CO
-$2.8M
240,572
+1%
增持
WM
WASTE MGMT INC DEL
+$2.7M
73,392
+4%
建仓
DUK
DUKE ENERGY CORP NEW
+$2.5M
20,210
建仓
SPY
SPDR S&P 500 ETF TR
+$2.3M
4,140
增持
SYY
SYSCO CORP
-$2.3M
2,141,143
+0%
清仓
—
DUKE ENERGY CORP NEW
-$2.2M
0
-100%
清仓
—
ALPHABET INC
-$2.0M
0
-100%
清仓
SUI
SUN CMNTYS INC
-$2.0M
0
-100%
清仓
—
SPDR S&P 500 ETF TR
-$2.0M
0
-100%
清仓
—
ENERGY TRANSFER L P
-$2.0M
0
-100%
建仓
ET
ENERGY TRANSFER L P
+$1.9M
100,000
增持
NVST
ENVISTA HOLDINGS CORPORATION
-$1.8M
4,686,747
+9%
增持
PEP
PEPSICO INC
+$1.8M
196,249
+8%
清仓
—
MERCK & CO INC
-$1.8M
0
-100%
建仓
GOOG
ALPHABET INC
+$1.7M
10,775
建仓
MRK
MERCK & CO INC
+$1.6M
18,107
建仓
ES
EVERSOURCE ENERGY
+$1.6M
25,000
清仓
—
DRAFTKINGS INC NEW
-$1.4M
0
-100%
建仓
SPDW
SPDR INDEX SHS FDS
+$1.4M
39,500
清仓
—
EVERSOURCE ENERGY
-$1.4M
0
-100%
清仓
—
SPDR INDEX SHS FDS
-$1.3M
0
-100%
清仓
—
INTUITIVE SURGICAL INC
-$1.3M
0
-100%
建仓
V
VISA INC
+$1.3M
3,628
清仓
—
TESLA INC
-$1.2M
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$1.2M
2,482
清仓
—
VISA INC
-$1.2M
0
-100%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$1.1M
765
清仓
—
NVIDIA CORPORATION
-$1.1M
0
-100%
建仓
DVA
DAVITA INC
+$1.1M
6,954
清仓
—
DAVITA INC
-$1.0M
0
-100%
清仓
—
ORACLE CORP
-$1.0M
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$967.4K
0
-100%
清仓
—
OREILLY AUTOMOTIVE INC
-$907.1K
0
-100%
建仓
ORCL
ORACLE CORP
+$879.5K
6,290
清仓
—
J P MORGAN EXCHANGE TRADED F
-$856.3K
0
-100%
增持
WBD
WARNER BROS DISCOVERY INC
+$852.2K
4,715,425
+0%
建仓
—
ACCENTURE PLC IRELAND
+$826.9K
2,650
建仓
TSLA
TESLA INC
+$822.8K
3,175
建仓
NVDA
NVIDIA CORPORATION
+$751.3K
6,932
增持
PG
PROCTER AND GAMBLE CO
+$738.2K
124,126
+2%
增持
HSIC
HENRY SCHEIN INC
-$735.3K
1,751,570
+0%
增持
BDX
BECTON DICKINSON & CO
+$649.6K
87,664
+2%
建仓
ABBV
ABBVIE INC
+$565.7K
2,700
清仓
—
ABBVIE INC
-$550.9K
0
-100%
建仓
JPM
JPMORGAN CHASE & CO.
+$524.4K
2,138
建仓
USL
UNITED STS 12 MONTH OIL FD L
+$477.6K
12,500
清仓
—
UNITED STS 12 MONTH OIL FD L
-$475.3K
0
-100%
建仓
MMI
MARCUS & MILLICHAP INC
+$466.1K
13,530
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$459.5K
201,400
-2%
建仓
IEFA
ISHARES TR
+$448.5K
5,928
清仓
—
ISHARES TR
-$427.7K
0
-100%
清仓
—
JPMORGAN CHASE & CO.
-$425.1K
0
-100%
清仓
PNW
PINNACLE WEST CAP CORP
-$423.9K
0
-100%
减持
AMZN
AMAZON COM INC
-$412.6K
13,622
-1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$406.0K
4,810
清仓
—
VANGUARD WORLD FD
-$402.9K
0
-100%
建仓
VGT
VANGUARD WORLD FD
+$391.6K
722
清仓
—
PALANTIR TECHNOLOGIES INC
-$363.8K
0
-100%
清仓
—
TARGET CORP
-$310.9K
0
-100%
