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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 126 项
建仓 23
增持 48
减持 52
清仓 3
方向
标的
Δ市值
现股数(环比)
清仓
—
HILLENBRAND INC
-$84.9M
0
-100%
减持
SYY
SYSCO CORP
-$81.9M
821,027
-53%
清仓
MEDP
MEDPACE HLDGS INC
-$63.3M
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。
减持
LPLA
LPL FINL HLDGS INC
-$58.2M
301,484
-40%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$55.7M
303,260
-33%
减持
LW
LAMB WESTON HLDGS INC
-$45.2M
2,408,447
-4%
减持
WBD
WARNER BROS DISCOVERY INC
-$40.4M
514,700
-82%
减持
—
CLARIVATE PLC
-$38.5M
64,972,134
-3%
增持
CCC
CCC INTELLIGENT SOLUTIONS HL
+$35.9M
13,790,515
+70%
减持
AMG
AFFILIATED MANAGERS GROUP IN
-$33.2M
904,119
-27%
增持
MIDD
MIDDLEBY CORP
+$31.0M
788,809
+22%
减持
POST
POST HLDGS INC
-$28.0M
2,868,367
-1%
增持
FIS
FIDELITY NATL INFORMATION SV
+$22.6M
402,720
+539%
减持
BRO
BROWN & BROWN INC
-$22.4M
554,060
-22%
减持
KVUE
KENVUE INC
-$18.2M
198,340
-85%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$17.3M
405,620
+150%
减持
GFL
GFL ENVIRONMENTAL INC
-$15.0M
2,805,035
-2%
减持
CMCSA
COMCAST CORP NEW
-$14.5M
495,020
-47%
建仓
CPRT
COPART INC
+$14.5M
370,090
增持
—
EXXON MOBIL CORP
+$14.4M
171,226
+211%
增持
AVTR
AVANTOR INC
-$14.3M
15,105,065
+1%
增持
ABNB
AIRBNB INC
+$13.4M
196,795
+79%
减持
USFD
US FOODS HLDG CORP
-$12.4M
1,763,116
-7%
减持
NEOG
NEOGEN CORP
+$12.4M
11,328,670
-3%
减持
HSIC
HENRY SCHEIN INC
+$12.2M
1,477,665
-1%
增持
ENR
ENERGIZER HLDGS INC NEW
-$11.9M
4,227,520
+10%
减持
GOOGL
ALPHABET INC
+$11.6M
166,047
-0%
减持
SCHW
SCHWAB CHARLES CORP
-$10.9M
676,557
-18%
减持
IT
GARTNER INC
-$10.5M
111,867
-24%
建仓
DGRO
ISHARES TR
+$10.0M
144,369
建仓
ADI
ANALOG DEVICES INC
+$9.2M
33,857
增持
WLY
WILEY JOHN & SONS INC
-$9.2M
2,617,945
+19%
增持
OAKM
HARRIS OAKMARK ETF TRUST
+$8.7M
388,130
+352%
增持
FNDF
SCHWAB STRATEGIC TR
+$7.7M
274,126
+150%
建仓
ROK
ROCKWELL AUTOMATION INC
+$7.5M
19,197
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.5M
17,531
+552%
建仓
—
LINDE PLC
+$7.4M
17,266
建仓
ADBE
ADOBE INC
+$7.3M
20,991
增持
FNDX
SCHWAB STRATEGIC TR
+$7.2M
474,710
+119%
减持
IQV
IQVIA HLDGS INC
+$7.2M
252,525
-4%
增持
PRMB
PRIMO BRANDS CORPORATION
+$6.6M
3,476,460
+53%
增持
AAPL
APPLE INC
+$5.4M
165,816
+6%
增持
BIL
SPDR SERIES TRUST
+$5.0M
194,262
+39%
减持
FTV
FORTIVE CORP
+$4.8M
778,830
-0%
减持
COF
CAPITAL ONE FINL CORP
+$4.5M
219,639
-4%
增持
AMZN
AMAZON COM INC
+$4.4M
60,771
+38%
减持
ALGN
ALIGN TECHNOLOGY INC
+$4.3M
140,940
-0%
增持
LKQ
LKQ CORP
+$4.3M
3,760,070
+5%
减持
TAP
MOLSON COORS BEVERAGE CO
+$4.2M
3,351,415
-0%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$3.9M
1,025,010
-1%
减持
MSFT
MICROSOFT CORP
-$3.8M
97,699
-1%
减持
AXP
AMERICAN EXPRESS CO
+$3.7M
130,830
-3%
减持
RAL
RALLIANT CORP
+$3.7M
559,215
-1%
增持
VOO
VANGUARD INDEX FDS
+$3.7M
11,874
+94%
减持
LSTR
LANDSTAR SYS INC
+$3.6M
185,865
-1%
增持
JNJ
JOHNSON & JOHNSON
+$3.6M
128,913
+3%
增持
BRBR
BELLRING BRANDS INC
-$3.5M
1,154,115
+22%
减持
NVST
ENVISTA HOLDINGS CORPORATION
+$3.5M
4,211,735
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$3.4M
10,628
+86%
减持
UPS
UNITED PARCEL SERVICE INC
+$3.3M
211,592
-0%
减持
DEO
DIAGEO PLC
-$3.3M
23,015
-58%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.3M
33,414
+1%
减持
PAYX
PAYCHEX INC
-$3.2M
197,896
-1%
增持
DHR
DANAHER CORPORATION
+$2.9M
80,980
+3%
减持
USB
US BANCORP DEL
+$2.6M
665,273
-2%
建仓
ROP
ROPER TECHNOLOGIES INC
+$2.3M
5,100
减持
OTIS
OTIS WORLDWIDE CORP
-$1.8M
144,554
-8%
建仓
UBER
UBER TECHNOLOGIES INC
+$1.7M
20,860
增持
HD
HOME DEPOT INC
+$1.7M
13,062
+86%
减持
IEX
IDEX CORP
+$1.5M
99,835
-0%
减持
WDAY
WORKDAY INC
-$1.4M
35,565
-6%
建仓
SHW
SHERWIN WILLIAMS CO
+$1.4M
4,175
增持
WM
WASTE MGMT INC DEL
+$1.3M
78,129
+9%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$1.3M
884,531
-18%
增持
META
META PLATFORMS INC
-$1.2M
16,416
+0%
减持
LLY
ELI LILLY & CO
+$983.0K
8,050
-20%
增持
PG
PROCTER AND GAMBLE CO
-$747.7K
125,198
+3%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$719.8K
11,523
减持
CSCO
CISCO SYS INC
+$592.0K
76,700
-1%
增持
MRK
MERCK & CO INC
+$587.2K
21,725
+7%
增持
NUE
NUCOR CORP
+$569.9K
20,100
+1%
减持
ONB
OLD NATL BANCORP IND
-$547.0K
12,230
-67%
减持
BDX
BECTON DICKINSON & CO
+$545.9K
366,250
-3%
减持
GOOG
ALPHABET INC
+$523.5K
8,995
-5%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$504.6K
2,634
减持
PEP
PEPSICO INC
+$455.4K
204,170
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$450.6K
46,815
+2%
建仓
VO
VANGUARD INDEX FDS
+$446.9K
1,540
减持
DIS
DISNEY WALT CO
-$381.5K
243,156
-1%
建仓
VB
VANGUARD INDEX FDS
+$359.1K
1,392
增持
VICI
VICI PPTYS INC
+$342.9K
81,775
+36%
减持
FDX
FEDEX CORP
+$289.7K
278,773
-18%
增持
NVDA
NVIDIA CORPORATION
+$269.8K
8,707
+20%
减持
COST
COSTCO WHSL CORP NEW
-$241.2K
3,665
-0%
建仓
ETOR
ETORO GROUP LTD
+$228.0K
6,491
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$227.6K
3,475
建仓
MFC
MANULIFE FINL CORP
+$216.3K
5,963
建仓
AMGN
AMGEN INC
+$211.4K
646
清仓
NIC
NICOLET BANKSHARES INC
-$209.1K
0
-100%
建仓
NVS
NOVARTIS AG
+$206.8K
1,500
建仓
TGT
TARGET CORP
+$205.3K
2,100
建仓
GWW
WW GRAINGER INC
+$201.8K
200
建仓
SHOP
SHOPIFY INC
+$201.2K
1,250
建仓
CAT
CATERPILLAR INC
+$200.5K
350
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$200.1K
205,800
+1%
增持
MA
MASTERCARD INCORPORATED
+$176.9K
41,204
+0%
增持
IVV
ISHARES TR
+$159.9K
6,145
+2%
减持
KDP
KEURIG DR PEPPER INC
-$148.5K
505,970
-10%
增持
QQQ
INVESCO QQQ TR
+$129.3K
1,238
+18%
建仓
AGNC
AGNC INVT CORP
+$117.7K
10,975
增持
NFLX
NETFLIX INC
-$115.7K
2,820
+790%
增持
MAA
MID-AMER APT CMNTYS INC
-$105.5K
210,480
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$87.0K
7,315
+52%
增持
F
FORD MTR CO
+$84.8K
39,332
+9%
减持
—
MEDTRONIC PLC
-$84.2K
213,859
-1%
增持
TSLA
TESLA INC
+$79.1K
3,365
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$70.1K
7,100
-1%
增持
ET
ENERGY TRANSFER L P
-$62.6K
152,300
+2%
增持
ES
EVERSOURCE ENERGY
-$56.2K
25,580
+2%
减持
SCHD
SCHWAB STRATEGIC TR
-$37.4K
17,606
-8%
减持
V
VISA INC
+$32.5K
3,781
-0%
增持
VGT
VANGUARD WORLD FD
+$17.8K
599
+3%
增持
PFE
PFIZER INC
+$10.4K
84,036
+3%
增持
CVX
CHEVRON CORP NEW
-$4.4K
18,794
+2%
增持
INTU
INTUIT
-$3.8K
351
+1%
减持
MCD
MCDONALDS CORP
+$2.4K
5,729
-0%
