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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 101 项
建仓 12
增持 34
减持 48
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
TAP
MOLSON COORS BEVERAGE CO
-$103.9M
3,601,775
-21%
清仓
CABO
CABLE ONE INC
-$94.9M
0
-100%
减持
GFL
GFL ENVIRONMENTAL INC
-$63.2M
3,064,520
-32%
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。
减持
POST
POST HLDGS INC
-$59.6M
3,043,770
-10%
减持
WLY
WILEY JOHN & SONS INC
-$51.6M
1,892,495
-38%
清仓
DG
DOLLAR GEN CORP NEW
-$51.6M
0
-100%
建仓
MEDP
MEDPACE HLDGS INC
+$40.6M
129,259
增持
IQV
IQVIA HLDGS INC
+$37.1M
261,975
+992%
减持
BRO
Brown & Brown Inc
-$35.6M
745,985
-22%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$34.3M
1,416,507
-15%
增持
CCC
CCC INTELLIGENT SOLUTIONS HL
+$33.4M
8,414,540
+66%
增持
AVTR
Avantor Inc
+$32.7M
13,982,090
+46%
增持
BDX
BECTON DICKINSON & CO
+$31.0M
296,743
+239%
增持
ENR
ENERGIZER HLDGS INC NEW
-$29.3M
4,789,400
+14%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$27.9M
471,771
-8%
建仓
LSTR
LANDSTAR SYS INC
+$27.2M
195,775
减持
—
HILLENBRAND INC
-$23.6M
3,346,801
-11%
清仓
—
ICON PLC
-$23.4M
0
-100%
减持
LW
LAMB WESTON HLDGS INC
-$21.7M
3,406,959
-8%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$21.1M
1,034,827
-31%
减持
SYY
SYSCO CORP
-$17.6M
1,888,853
-12%
建仓
IEX
IDEX CORP
+$17.6M
100,035
减持
AMG
AFFILIATED MANAGERS GROUP IN
+$16.1M
1,435,354
-9%
增持
DHR
Danaher Corporation
+$15.3M
78,999
+5543%
减持
USFD
US FOODS HLDG CORP
-$14.0M
2,708,185
-20%
增持
TMO
Thermo Fisher Scientific Inc
+$13.2M
33,477
+4860%
增持
NEOG
Neogen Corp
+$12.5M
14,005,725
+123%
建仓
META
Meta Platforms Inc
+$12.0M
16,221
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$11.9M
162,320
减持
MSFT
MICROSOFT CORP
+$11.3M
100,370
-2%
减持
—
LESLIES INC
-$11.2M
14,037,110
-39%
增持
NVST
Envista Holdings Corporation
+$11.0M
4,703,330
+0%
减持
SCHW
SCHWAB CHARLES CORP
+$10.9M
904,319
-1%
增持
LKQ
LKQ CORP
-$10.3M
2,612,257
+4%
减持
BIL
SPDR SERIES TRUST
-$9.7M
147,783
-42%
清仓
—
META PLATFORMS INC
-$9.4M
0
-100%
建仓
RAL
Ralliant Corp
+$9.2M
188,753
建仓
IT
GARTNER INC
+$8.9M
21,975
减持
UPS
UNITED PARCEL SERVICE INC
-$8.6M
230,922
-20%
减持
—
Clarivate PLC
+$8.2M
70,030,431
-6%
减持
COF
CAPITAL ONE FINL CORP
+$6.9M
232,262
-2%
增持
DIS
DISNEY WALT CO
+$6.7M
245,123
+2%
减持
AXP
AMERICAN EXPRESS CO
+$6.5M
146,172
-2%
减持
FDX
FEDEX CORP
-$6.2M
340,240
-1%
增持
ALGN
ALIGN TECHNOLOGY INC
+$6.1M
112,365
+17%
减持
—
Medtronic PLC
-$5.7M
217,197
-21%
增持
MIDD
MIDDLEBY CORP
-$4.9M
692,764
+1%
减持
KVUE
KENVUE INC
-$4.9M
1,337,353
-2%
增持
FTV
FORTIVE CORP
+$4.8M
566,260
+68%
减持
HSIC
HENRY SCHEIN INC
-$4.0M
1,587,820
-9%
减持
LPLA
LPL FINL HLDGS INC
+$4.0M
598,782
-11%
清仓
MCK
MCKESSON CORP
-$3.9M
0
-100%
增持
WBD
WARNER BROS DISCOVERY INC
+$3.5M
4,717,650
+0%
增持
ABNB
Airbnb Inc
+$3.4M
106,499
+19%
减持
GOOGL
ALPHABET INC
+$3.0M
165,916
-2%
减持
AAPL
APPLE INC
-$2.8M
155,692
-0%
增持
PEP
Pepsico Inc
-$2.7M
202,121
+3%
减持
PAYX
Paychex Inc
-$2.6M
204,137
-2%
减持
CMCSA
COMCAST CORP NEW
-$2.0M
975,594
-2%
减持
JNJ
Johnson & Johnson
-$2.0M
121,857
-2%
减持
PG
PROCTER AND GAMBLE CO
-$1.8M
121,174
-2%
减持
USB
US BANCORP DEL
+$1.4M
688,187
-2%
减持
KDP
Keurig Dr Pepper Inc
-$1.1M
589,262
-2%
减持
DEO
Diageo PLC
-$880.1K
194,684
-1%
减持
WM
WASTE MGMT INC DEL
-$847.3K
70,552
-4%
减持
OTIS
OTIS WORLDWIDE CORP
-$549.7K
95,197
-2%
减持
ORCL
ORACLE CORP
+$480.9K
6,222
-1%
增持
CVX
CHEVRON CORP NEW
+$466.5K
18,474
+42%
增持
LLY
ELI LILLY & CO
-$424.8K
10,050
+1%
增持
COST
COSTCO WHSL CORP NEW
+$411.2K
3,785
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$356.3K
4,325
+4%
减持
IVV
ISHARES TR
+$335.2K
6,019
-1%
减持
VOO
VANGUARD INDEX FDS
+$327.3K
6,104
-0%
减持
NVDA
NVIDIA CORPORATION
+$322.3K
6,795
-2%
增持
PFE
PFIZER INC
+$290.2K
81,688
+22%
增持
SYK
Stryker Corporation
+$281.3K
4,072
+14%
减持
BAC
BANK AMERICA CORP
+$272.6K
54,000
-1%
减持
IWF
ISHARES TR
+$271.6K
4,351
-0%
建仓
BA
BOEING CO
+$229.9K
1,097
增持
ET
ENERGY TRANSFER L P
+$225.9K
115,000
+15%
增持
PRU
PRUDENTIAL FINL INC
+$215.6K
15,000
+20%
建仓
WFC
WELLS FARGO CO NEW
+$212.3K
2,650
增持
ORLY
OREILLY AUTOMOTIVE INC
+$208.7K
14,475
+1792%
建仓
GWW
Grainger W W Inc
+$208.0K
200
建仓
VZ
VERIZON COMMUNICATIONS INC
+$207.7K
4,800
清仓
AMGN
AMGEN INC
-$201.3K
0
-100%
减持
AMZN
AMAZON COM INC
+$177.6K
12,623
-7%
减持
GOOG
ALPHABET INC
+$147.3K
10,320
-4%
增持
ABT
ABBOTT LABS
+$142.4K
6,842
+15%
减持
MA
MasterCard Incorporated
-$109.6K
41,253
-3%
建仓
—
GAUZY LTD
+$105.8K
12,537
增持
JPM
JPMorgan Chase & Co.
+$97.4K
2,145
+0%
增持
QQQ
INVESCO QQQ TR
+$67.0K
549
+9%
增持
MRSH
MARSH & MCLENNAN COS INC
+$65.5K
2,225
+29%
增持
V
Visa Inc
+$64.6K
3,763
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$62.5K
2,646
+15%
清仓
ABCL
ABCELLERA BIOLOGICS INC
-$49.1K
0
-100%
减持
TGT
TARGET CORP
-$36.6K
2,100
-10%
增持
MCD
MCDONALDS CORP
-$36.0K
5,650
+5%
减持
SCHD
SCHWAB STRATEGIC TR
-$29.3K
19,691
-0%
增持
MRK
MERCK & CO INC
-$22.3K
20,250
+12%
