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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 106 项
建仓 11
增持 45
减持 46
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
USFD
US FOODS HLDG CORP
-$63.3M
1,895,545
-30%
减持
LPLA
LPL FINL HLDGS INC
-$58.6M
498,633
-17%
建仓
PRMB
PRIMO BRANDS CORPORATION
+$50.3M
2,275,155
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
—
CLARIVATE PLC
-$45.6M
66,708,438
-5%
建仓
BRBR
BELLRING BRANDS INC
+$34.4M
945,940
减持
LW
LAMB WESTON HLDGS INC
-$30.5M
2,515,657
-26%
增持
IT
GARTNER INC
+$29.8M
147,159
+570%
减持
MEDP
MEDPACE HLDGS INC
+$22.7M
123,064
-5%
减持
TAP
MOLSON COORS BEVERAGE CO
-$21.0M
3,363,760
-7%
减持
POST
POST HLDGS INC
-$19.8M
2,903,860
-5%
增持
BDX
BECTON DICKINSON & CO
+$19.4M
376,835
+27%
减持
GFL
GFL ENVIRONMENTAL INC
-$19.1M
2,860,060
-7%
减持
—
HILLENBRAND INC
+$17.7M
3,140,306
-6%
减持
HSIC
HENRY SCHEIN INC
-$16.5M
1,499,600
-6%
减持
BRO
BROWN & BROWN INC
-$16.1M
710,070
-5%
增持
RAL
RALLIANT CORP
+$15.6M
566,405
+200%
减持
DEO
DIAGEO PLC
-$14.4M
55,110
-72%
减持
MIDD
MIDDLEBY CORP
-$13.5M
649,172
-6%
增持
LKQ
LKQ CORP
+$12.6M
3,577,695
+37%
减持
AMG
AFFILIATED MANAGERS GROUP IN
+$11.4M
1,232,333
-14%
增持
GOOGL
ALPHABET INC
+$11.1M
166,068
+0%
减持
—
WILLIS TOWERS WATSON PLC LTD
+$10.8M
449,763
-5%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$9.4M
1,035,362
+0%
建仓
WDAY
WORKDAY INC
+$9.1M
37,714
增持
FTV
FORTIVE CORP
+$8.7M
780,280
+38%
增持
AAPL
APPLE INC
+$7.8M
155,948
+0%
减持
CHRW
C H ROBINSON WORLDWIDE INC
+$7.6M
1,083,588
-24%
增持
AMZN
AMAZON COM INC
+$6.9M
43,937
+248%
减持
KVUE
KENVUE INC
-$6.4M
1,331,653
-0%
清仓
—
LESLIES INC
-$5.9M
0
-100%
建仓
FNDX
SCHWAB STRATEGIC TR
+$5.7M
216,509
减持
UPS
UNITED PARCEL SERVICE INC
-$5.6M
211,940
-8%
减持
CMCSA
COMCAST CORP NEW
-$5.5M
933,319
-4%
减持
CCC
CCC INTELLIGENT SOLUTIONS HL
-$5.4M
8,098,565
-4%
减持
KDP
KEURIG DR PEPPER INC
-$5.2M
561,375
-5%
增持
OTIS
OTIS WORLDWIDE CORP
+$5.0M
157,698
+66%
增持
WLY
WILEY JOHN & SONS INC
+$4.9M
2,207,824
+17%
建仓
FNDF
SCHWAB STRATEGIC TR
+$4.7M
109,540
增持
JNJ
JOHNSON & JOHNSON
+$4.5M
124,610
+2%
减持
PAYX
PAYCHEX INC
-$4.3M
200,704
-2%
减持
LSTR
LANDSTAR SYS INC
-$4.2M
188,175
-4%
减持
SCHW
SCHWAB CHARLES CORP
-$4.0M
822,313
-9%
减持
NVST
ENVISTA HOLDINGS CORPORATION
-$4.0M
4,317,255
-8%
增持
ALGN
ALIGN TECHNOLOGY INC
-$3.6M
141,215
+26%
增持
FDX
FEDEX CORP
+$2.9M
340,260
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.5M
33,218
-1%
减持
DIS
DISNEY WALT CO
-$2.4M
244,938
-0%
建仓
OAKM
HARRIS OAKMARK ETF TRUST
+$2.3M
85,925
增持
PEP
PEPSICO INC
+$2.2M
205,405
+2%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$2.1M
3
-50%
减持
AXP
AMERICAN EXPRESS CO
-$1.9M
134,537
-8%
减持
USB
US BANCORP DEL
+$1.8M
681,627
-1%
减持
—
MEDTRONIC PLC
+$1.7M
216,584
-0%
减持
WBD
WARNER BROS DISCOVERY INC
+$1.1M
2,826,825
-40%
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
5,725
+32%
减持
MSFT
MICROSOFT CORP
+$1.1M
98,581
-2%
增持
ABNB
AIRBNB INC
-$770.2K
109,734
+3%
减持
BIL
SPDR SERIES TRUST
-$769.6K
139,363
-6%
增持
AVTR
AVANTOR INC
-$745.3K
15,020,325
+7%
减持
COF
CAPITAL ONE FINL CORP
-$727.5K
229,037
-1%
减持
SYY
SYSCO CORP
-$657.1K
1,729,470
-8%
清仓
PLTR
Palantir Technologies Inc
-$655.7K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
-$615.6K
121,639
+0%
减持
ENR
ENERGIZER HLDGS INC NEW
-$602.0K
3,855,055
-20%
增持
ET
ENERGY TRANSFER L P
+$489.1K
150,000
+30%
减持
GOOG
ALPHABET INC
+$468.4K
9,440
-9%
增持
TSLA
TESLA INC
+$425.7K
3,225
+2%
增持
ORCL
ORACLE CORP
+$410.4K
6,296
+1%
增持
HD
HOME DEPOT INC
+$350.4K
7,015
+3%
减持
COST
COSTCO WHSL CORP NEW
-$345.2K
3,675
-3%
增持
QQQ
INVESCO QQQ TR
+$328.1K
1,051
+91%
增持
WM
WASTE MGMT INC DEL
-$313.1K
71,687
+2%
增持
IVV
ISHARES TR
+$311.9K
6,050
+1%
增持
VOO
VANGUARD INDEX FDS
+$280.5K
6,120
+0%
增持
NVDA
NVIDIA CORPORATION
+$280.5K
7,257
+7%
建仓
TD
TORONTO DOMINION BK ONT
+$254.1K
3,178
建仓
BMO
BANK MONTREAL QUE
+$231.2K
1,775
建仓
BNS
BANK NOVA SCOTIA HALIFAX
+$224.7K
3,476
建仓
IAU
ISHARES GOLD TR
+$212.9K
2,925
建仓
NIC
NICOLET BANKSHARES INC
+$209.1K
1,555
清仓
GWW
Grainger W W Inc
-$208.0K
0
-100%
清仓
TGT
TARGET CORP
-$207.2K
0
-100%
减持
NEOG
NEOGEN CORP
-$178.9K
11,693,250
-17%
减持
MA
MASTERCARD INCORPORATED
+$163.9K
41,043
-1%
增持
IWM
ISHARES TR
+$152.7K
2,950
+13%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$152.4K
204,600
+2%
减持
IWF
ISHARES TR
+$136.0K
4,234
-3%
增持
RY
ROYAL BK CDA
+$121.6K
2,706
+28%
增持
FRME
FIRST MERCHANTS CORP
+$116.4K
34,696
+12%
增持
CM
CANADIAN IMPERIAL BANK OF CO
+$116.1K
5,000
+25%
增持
PFE
PFIZER INC
+$102.0K
81,716
+0%
增持
MCD
MCDONALDS CORP
+$97.8K
5,754
+2%
增持
ADC
AGREE RLTY CORP
+$92.8K
4,700
+42%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$66.0K
2,688
+2%
增持
RTX
RTX CORPORATION
+$65.6K
2,022
+8%
增持
META
META PLATFORMS INC
+$64.7K
16,391
+1%
增持
EFA
ISHARES TR
+$52.8K
6,302
+5%
减持
DHR
DANAHER CORPORATION
+$49.9K
78,964
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$45.2K
7,205
+2%
减持
VGT
VANGUARD WORLD FD
-$45.1K
581
-20%
增持
V
VISA INC
-$42.6K
3,789
+1%
减持
GD
GENERAL DYNAMICS CORP
-$31.9K
831
-23%
增持
SYK
STRYKER CORPORATION
-$31.8K
4,272
+5%
增持
WMT
WALMART INC
+$27.5K
4,005
+2%
增持
NFLX
NETFLIX INC
+$15.8K
317
+17%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.5K
19,058
-3%
