Q2 2026 13F · SEC CIK 1562855

Clarkston Capital Partners, LLC

Asset managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 96
Top holdings a year, 3 yrs: +3.3%
Assets under management: $1.7B

Clarkston Capital Partners, LLC is an asset manager that reported 96 positions worth $1.2B in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Post Hldgs Inc (POST, 9.0%), Clarivate PLC (CLVT, 8.3%), Affiliated Managers Group (AMG, 6.5%). A portfolio copying its top holdings returned 3.3% a year over the last 3 years, against 20.4% for the S&P 500.

Clarkston Capital Partners, LLC holdings largest 50 of 96 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.

Clarkston Capital Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
POSTPost Hldgs Inc	9.0%	9.0%	1,205,915	+1.1%	$106.4M
CLVTClarivate PLC	8.3%	8.3%	45,734,735	+6.7%	$98.8M
AMGAffiliated Managers Group	6.5%	6.6%	228,683	-27.1%	$77.4M
AVTRAvantor Inc	5.7%	5.2%	6,789,314	-21.3%	$67.2M
CCCCCC Intelligent Solutions Hold	5.5%	4.4%	12,516,625	+30.7%	$64.6M
LKQLkq Corp	3.6%	3.4%	1,617,268	+5.2%	$42.6M
MIDDMiddleby Corp	3.5%	2.9%	243,851	-15.8%	$41.9M
NVSTEnvista Holdings Corporation	3.3%	2.3%	1,474,050	+24.7%	$38.8M
ROPRoper Technologies Inc	3.2%	2.5%	112,559	+19.2%	$38.1M
WLYWiley John & Sons Inc	3.1%	2.7%	759,081	-19.5%	$36.8M
HSICSchein Henry Inc Com	3.0%	2.7%	421,074	-13.0%	$35.2M
LWLamb Weston Hldgs Inc	2.9%	3.2%	791,480	-20.1%	$34.2M
GFLGfl Environmental Inc	2.7%	3.0%	878,909	-5.5%	$32.3M
WAYWaystar Hldg Corp	2.7%	1.7%	1,560,190	+64.1%	$32.0M
PRMBPrimo Brands Corporation Class A Com Shs	2.3%	1.9%	1,115,527	-15.3%	$27.3M
RYANRyan Specialty Holdings Inc	2.3%	0.8%	710,745	+135.4%	$26.8M
ITGartner Inc	2.2%	2.8%	197,571	-13.9%	$25.6M
BROBrown & Brown Inc Com	2.1%	2.1%	395,886	-4.6%	$25.4M
LPLALpl Finl Hldgs Inc	1.8%	2.2%	76,499	-20.6%	$21.5M
IQVIqvia Hldgs Inc	1.7%	1.7%	104,939	-19.5%	$20.3M
USFDUS Foods Hldg Corp	1.6%	2.0%	187,615	-35.2%	$19.2M
ENREnergizer Hldgs Inc	1.5%	1.8%	848,175	-39.3%	$18.2M
ABNBAirbnb Inc	1.5%	1.4%	121,653	-18.4%	$17.4M
LSTRLandstar Systems Inc	1.4%	1.3%	82,510	-23.0%	$17.1M
NEOGNeogen Corp	1.4%	1.6%	1,849,288	-16.1%	$16.6M
BDXBecton Dickinson & Co	1.4%	1.6%	106,880	-18.5%	$16.2M
FISFidelity Natl Information Sv	1.3%	1.4%	392,663	-1.3%	$15.3M
FTVFortive Corp	1.3%	1.5%	246,180	-29.2%	$15.0M
RALRalliant Corp	1.2%	1.2%	196,135	-49.0%	$14.4M
TYLTyler Technologies Inc	0.9%	—	38,458	—	$11.2M
CHRWC H Robinson Worldwide in	0.9%	1.5%	58,909	-49.0%	$11.1M
SCHWCharles Schwab Corp (the)	0.8%	0.9%	106,637	-12.8%	$9.8M
IFFInternational Flavors&fragra	0.7%	0.9%	111,820	-29.5%	$8.9M
VEEVVeeva Sys Inc	0.7%	—	43,915	—	$7.8M
NIQNiq Global Intelligence PLC	0.6%	—	727,875	—	$6.8M
COFCapital One Finl Corp	0.4%	0.5%	24,559	-36.0%	$4.9M
AXPAmerican Express Co	0.4%	0.3%	12,679	-13.5%	$4.3M
BUDAnheuser Busch Inbev SA NV	0.3%	0.4%	44,034	-45.3%	$3.6M
GOOGLAlphabet Inc	0.3%	0.3%	9,541	-30.0%	$3.4M
SYYSysco Corp	0.3%	0.2%	40,425	-10.1%	$3.4M
MSFTMicrosoft Corp	0.3%	0.3%	8,628	-10.2%	$3.2M
IVVIshares Tr	0.3%	—	4,120	—	$3.1M
DHRDanaher Corp Del	0.3%	0.3%	15,590	-13.8%	$3.0M
WTWWillis Towers Watson PLC Ltd	0.2%	0.7%	10,155	-68.4%	$2.7M
PEPPepsico Inc	0.2%	0.2%	17,650	-12.6%	$2.4M
PAYXPaychex Inc	0.2%	—	22,709	—	$2.2M
AAPLApple Inc	0.2%	0.2%	7,547	-31.6%	$2.2M
MAMastercard Incorporated	0.2%	—	4,191	—	$2.2M
FDXFedex Corp	0.2%	0.7%	6,618	-75.5%	$2.1M
SPDWSpdr Index Shs Fds	0.2%	—	39,500	—	$2.0M

What Clarkston Capital 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

RYAN Ryan Specialty Holdings Inc+135.4% shares
WAY Waystar Hldg Corp+64.1% shares
CCC CCC Intelligent Solutions Hold+30.7% shares
NVST Envista Holdings Corporation+24.7% shares
ROP Roper Technologies Inc+19.2% shares
CLVT Clarivate PLC+6.7% shares
LKQ Lkq Corp+5.2% shares

Reduced

FDX Fedex Corp-75.5% shares
WTW Willis Towers Watson PLC Ltd-68.4% shares
RAL Ralliant Corp-49.0% shares
CHRW C H Robinson Worldwide in-49.0% shares
BUD Anheuser Busch Inbev SA NV-45.3% shares
ENR Energizer Hldgs Inc-39.3% shares
COF Capital One Finl Corp-36.0% shares
USFD US Foods Hldg Corp-35.2% shares

Left the top 50

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: +1.3% /yr; S&P 500 +20.1%
3 years: +3.3% /yr; S&P 500 +20.4%
5 years: +0.8% /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	$1.2B	96
Q1 2026	$1.3B	98
Q4 2025	$4.3B	178
Q3 2025	$4.6B	158
Q2 2025	$4.7B	151
Q1 2025	$5.1B	146
Q4 2024	$5.2B	161
Q3 2024	$5.4B	153
Q2 2024	$5.2B	153
Q1 2024	$5.7B	154
Q4 2023	$5.4B	158
Q3 2023	$5.1B	162

Questions about Clarkston Capital Partners, LLC's portfolio

What stocks does Clarkston Capital Partners, LLC own?

Clarkston Capital Partners, LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 96 positions worth $1.2B. The largest are Post Hldgs Inc (POST) at 9.0%, Clarivate PLC (CLVT) at 8.3%, Affiliated Managers Group (AMG) at 6.5%, Avantor Inc (AVTR) at 5.7% and CCC Intelligent Solutions Hold (CCC) at 5.5%.

What did Clarkston Capital Partners, LLC buy last quarter?

In Q2 2026, Clarkston Capital Partners, LLC added Ryan Specialty Holdings Inc (RYAN) (+135.4% shares), Waystar Hldg Corp (WAY) (+64.1% shares) and CCC Intelligent Solutions Hold (CCC) (+30.7% shares), compared with its Q1 2026 filing.

What did Clarkston Capital Partners, LLC sell last quarter?

In Q2 2026, Clarkston Capital Partners, LLC cut from its top 50 Molson Coors Beverage Co (TAP), cut from its top 50 Align Technology Inc (ALGN), cut from its top 50 Copart Inc (CPRT), cut from its top 50 Bellring Brands Inc (BRBR), cut from its top 50 Idex Corp (IEX), Fedex Corp (FDX) (-75.5% shares), Willis Towers Watson PLC Ltd (WTW) (-68.4% shares) and Ralliant Corp (RAL) (-49.0% shares), compared with its Q1 2026 filing.

How has Clarkston Capital Partners, LLC's portfolio performed?

A portfolio copying Clarkston Capital Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +3.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +1.3% against +20.1%. Over 5 years: +0.8% a year against +11.6%.

When is Clarkston Capital Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Clarkston Capital 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 Clarkston Capital Partners, LLC manage?

Clarkston Capital Partners, LLC reported $1.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.2B.