Q2 2026 13F · SEC CIK 1315478

Champlain Investment Partners, LLC

Mutual fund managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.9B
Reported positions: 129
Top holdings a year, 3 yrs: +8.2%
Assets under management: $10.2B

Champlain Investment Partners, LLC is a mutual fund manager that reported 129 positions worth $3.9B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Nutanix Inc (NTNX, 2.7%), Everpure Inc (PSTG, 2.3%), Esab Corporation (ESAB, 1.9%). A portfolio copying its top holdings returned 8.2% a year over the last 3 years, against 20.4% for the S&P 500.

Champlain Investment Partners, LLC holdings largest 50 of 129 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Champlain Investment Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NTNXNutanix Inc	2.7%	1.9%	2,034,277	-49.3%	$103.7M
PSTGEverpure Inc	2.3%	1.6%	1,143,316	-45.1%	$90.1M
ESABEsab Corporation	1.9%	1.6%	756,078	-42.1%	$74.6M
PENPenumbra, Inc.	1.8%	2.0%	219,032	-55.4%	$69.2M
WHWyndham Hotels & Resorts Inc	1.5%	1.4%	711,343	-48.4%	$59.9M
SFMSprouts Fmrs Mkt Inc	1.5%	1.2%	698,367	-40.9%	$59.1M
CFRCullen Frost Bankers Inc	1.5%	1.5%	379,610	-55.6%	$58.7M
OKTAOkta Inc	1.4%	1.3%	412,985	-69.2%	$56.4M
CBSHCommerce Bancshares Inc	1.4%	1.4%	971,864	-57.1%	$56.1M
MSAMsa Safety Inc	1.4%	1.3%	320,243	-50.1%	$55.9M
CAVACava Group Inc	1.4%	1.4%	701,117	-49.8%	$55.0M
SNPSSynopsys Inc	1.4%	1.9%	121,225	-68.5%	$54.1M
FNDFloor & Decor Hldgs Inc	1.4%	1.5%	903,527	-60.3%	$53.6M
NOVTNovanta Inc	1.4%	—	326,007	—	$52.9M
CVLTCommvault Sys Inc	1.2%	—	341,569	—	$48.4M
SPXCSpx Technologies Inc	1.2%	—	194,289	—	$47.6M
EOGEog Res Inc	1.2%	1.9%	360,035	-66.0%	$46.7M
AAONAaon Inc	1.2%	1.7%	361,641	-77.4%	$45.9M
SSDSimpson Mfg Inc	1.2%	—	214,765	—	$45.0M
TPLTexas Pacific Land Corporati	1.1%	1.5%	99,600	-60.6%	$43.6M
RGENRepligen Corp	1.1%	1.0%	318,955	-54.0%	$43.5M
TWTradeweb Mkts Inc	1.1%	2.2%	434,812	-70.4%	$43.3M
VEEVVeeva Sys Inc	1.1%	1.6%	244,074	-66.9%	$43.3M
FASTFastenal Co	1.1%	1.7%	891,285	-69.3%	$42.8M
WINGWingstop Inc	1.1%	1.1%	245,379	-54.9%	$42.6M
IEXIdex Corp	1.0%	1.5%	178,539	-72.1%	$40.5M
RMBSRambus Inc Del	1.0%	—	299,368	—	$39.7M
CSWCsw Industrials Inc	1.0%	—	138,500	—	$38.5M
GKOSGlaukos Corp	1.0%	—	275,171	—	$38.5M
CRDOCredo Technology Group Holdi	1.0%	—	141,003	—	$38.3M
GWWWw Grainger Inc	1.0%	1.4%	27,848	-71.8%	$37.9M
SKWDSkyward Specialty Insurance Gr	1.0%	—	645,526	—	$37.7M
MTDRMatador Resources Co.	0.9%	—	742,683	—	$37.0M
RBRKRubrik Inc.	0.9%	—	456,286	—	$36.6M
TOSTToast Inc	0.9%	1.0%	1,313,974	-57.2%	$36.6M
PANWPalo Alto Networks Inc	0.9%	—	106,814	—	$36.4M
RBARb Global Inc	0.9%	—	311,819	—	$36.3M
CSLCarlisle Cos Inc	0.9%	1.3%	99,985	-68.5%	$36.3M
AXONAxon Enterprise Inc	0.9%	1.0%	64,605	-66.2%	$36.2M
ACGLArch Cap Group Ltd	0.9%	1.5%	370,745	-70.6%	$36.0M
KNSLKinsale Cap Group Inc	0.9%	0.9%	106,995	-50.2%	$35.3M
PLMRPalomar Hldgs Inc	0.9%	—	272,480	—	$34.4M
FFINFirst Finl Bankshares Inc	0.9%	—	976,430	—	$33.8M
KAIKadant Inc	0.9%	—	107,316	—	$33.7M
VCELVericel Corp	0.9%	—	755,828	—	$33.6M
AMEAmetek Inc	0.9%	1.2%	138,498	-67.4%	$33.5M
WHDCactus Inc	0.8%	—	633,419	—	$32.5M
VVVValvoline Inc	0.8%	—	817,494	—	$32.3M
EATBrinker International	0.8%	—	189,256	—	$31.8M
CELHCelsius Holding Inc.	0.8%	1.1%	1,083,689	-54.4%	$31.7M

What Champlain Investment Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

AAON Aaon Inc-77.4% shares
IEX Idex Corp-72.1% shares
GWW Ww Grainger Inc-71.8% shares
ACGL Arch Cap Group Ltd-70.6% shares
TW Tradeweb Mkts Inc-70.4% shares
FAST Fastenal Co-69.3% shares
OKTA Okta Inc-69.2% shares
SNPS Synopsys Inc-68.5% shares

Left the top 50

AKAM Akamai Technologies Incwas 1.6%
COO Cooper Cos Incwas 1.5%
HLNE Hamilton Lane Incwas 1.4%
HLI Houlihan Lokey Incwas 1.3%
DPZ Dominos Pizza Incwas 1.3%
TSCO Tractor Supply Cowas 1.2%
WCN Waste Connections Incwas 1.1%
MTD Mettler Toledo Internationalwas 1.1%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -0.7% /yr; S&P 500 +20.1%
3 years: +8.2% /yr; S&P 500 +20.4%
5 years: +2.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$3.9B	129
Q1 2026	$7.9B	130
Q4 2025	$9.9B	128
Q3 2025	$13.3B	135
Q2 2025	$14.3B	135
Q1 2025	$13.8B	139
Q4 2024	$15.8B	133
Q3 2024	$16.5B	124
Q2 2024	$16.3B	122
Q1 2024	$17.5B	126
Q4 2023	$16.9B	125
Q3 2023	$15.4B	126

Questions about Champlain Investment Partners, LLC's portfolio

What stocks does Champlain Investment Partners, LLC own?

Champlain Investment Partners, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 129 positions worth $3.9B. The largest are Nutanix Inc (NTNX) at 2.7%, Everpure Inc (PSTG) at 2.3%, Esab Corporation (ESAB) at 1.9%, Penumbra, Inc. (PEN) at 1.8% and Wyndham Hotels & Resorts Inc (WH) at 1.5%.

What did Champlain Investment Partners, LLC buy last quarter?

Champlain Investment Partners, LLC opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.

What did Champlain Investment Partners, LLC sell last quarter?

In Q2 2026, Champlain Investment Partners, LLC cut from its top 50 Akamai Technologies Inc (AKAM), cut from its top 50 Cooper Cos Inc (COO), cut from its top 50 Hamilton Lane Inc (HLNE), cut from its top 50 Houlihan Lokey Inc (HLI), cut from its top 50 Dominos Pizza Inc (DPZ), Aaon Inc (AAON) (-77.4% shares), Idex Corp (IEX) (-72.1% shares) and Ww Grainger Inc (GWW) (-71.8% shares), compared with its Q1 2026 filing.

How has Champlain Investment Partners, LLC's portfolio performed?

A portfolio copying Champlain Investment Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +8.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -0.7% against +20.1%. Over 5 years: +2.1% a year against +11.6%.

When is Champlain Investment Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Champlain Investment Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Champlain Investment Partners, LLC manage?

Champlain Investment Partners, LLC reported $10.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $3.9B.