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CIK: 0001562855
Total reported value
$1.2B
$1.2B
151 檔
113.9%
In Q2 2025, Clarkston Capital Partners, LLC's U.S. equity holdings reached a combined market value of $1.2B, distributed across 151 disclosed stock positions.
Clarkston Capital Partners, LLC executed strategic sector rebalancing during Q2 2025, establishing 7 new positions while fully exiting 4 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | POST | Post Holdings Inc | Stock-Consumer Staples | 7.05% | -0.01% | -9.53% | |
| 2 | CLVT | Clarivate Plc | Stock-Other | 6.39% | +0.07% | -6.03% | |
| 3 | AMG | Affiliated Managers Group | Stock-Financials | 6.00% | -0.08% | -9.46% | |
| 4 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 4.77% | -0.39% | -11.19% | |
| 5 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 4.43% | -0.42% | -20.35% | |
| 6 | AVTR | Avantor Inc | Stock-Healthcare | 4.00% | +0.52% | +45.77% | |
| 7 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 3.75% | -0.30% | -8.45% | |
| 8 | TAP | Molson Coors Beverage Co - B | Stock-Consumer Staples | 3.68% | -2.19% | EXIT | |
| 9 | GFL | Gfl Environmental Inc-sub Vt | Stock-Other | 3.28% | -0.23% | -32.02% | |
| 10 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 3.07% | -0.49% | -7.60% | |
| 11 | SYY | Sysco CORP | Stock-Consumer Staples | 3.04% | +0.05% | -11.78% | |
| 12 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 2.89% | -0.52% | -14.77% | |
| 13 | HSIC | Henry Schein Inc | Stock-Healthcare | 2.46% | +0.25% | -9.35% | |
| 14 | MIDD | Middleby CORP | Stock-Industrials | 2.12% | +0.61% | +0.61% | |
| 15 | LKQ | Lkq CORP | Stock-Consumer Disc | 2.05% | +0.15% | +3.90% | |
| 16 | ENR | Energizer Holdings Inc | Stock-Other | 2.05% | -0.21% | +13.87% | |
| 17 | NVST | Envista Holdings CORP | Stock-Healthcare | 1.95% | +0.99% | +0.35% | |
| 18 | WLY | Wiley (john) & Sons-class A | Stock-Other | 1.79% | +0.37% | -38.02% | |
| 19 | BRO | Brown & Brown Inc | Stock-Financials | 1.76% | +0.08% | -21.53% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.75% | -0.05% | -1.20% | |
| 21 | CCC | Ccc Intelligent Solutions Ho | Stock-Tech | 1.68% | +1.07% | +66.03% | |
| 22 | FDX | Fedex CORP | Stock-Industrials | 1.64% | -0.55% | -0.65% | |
| 23 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 1.51% | -0.12% | -30.93% | |
| 24 | 9HI | Hillenbrand Inc | Stock-Other | 1.43% | — | -11.01% | |
| 25 | NEOG | Neogen CORP | Stock-Healthcare | 1.42% | -0.16% | +123.16% | |
| 26 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 1.15% | — | +0.05% | |
| 27 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.09% | -0.20% | +238.50% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | — | -2.42% | |
| 29 | COF | Capital One Financial CORP | Stock-Financials | 1.05% | -0.11% | -2.10% | |
| 30 | AXP | American Express Co | Stock-Financials | 0.99% | +0.02% | -1.92% | |
| 31 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.88% | +0.01% | +991.56% | |
| 32 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 0.86% | — | — | |
| 33 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.74% | — | -2.30% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.68% | -0.03% | -0.40% | |
| 35 | USB | US Bancorp | Stock-Financials | 0.66% | -0.02% | -2.29% | |
| 36 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.66% | — | — | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | -0.11% | +1.89% | |
| 38 | PAYX | Paychex Inc | Stock-Tech | 0.63% | +0.05% | -2.33% | |
| 39 | FTV | Fortive CORP | Stock-Tech | 0.63% | -0.20% | +67.73% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | -0.01% | -2.20% | |
| 41 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.59% | — | -2.41% | |
| 42 | LSTR | Landstar System Inc | Stock-Industrials | 0.58% | +0.13% | — | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | -0.04% | +2.99% | |
| 44 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.49% | — | -20.45% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.49% | +0.01% | -2.92% | |
| 46 | ALGN | Align Technology Inc | Stock-Healthcare | 0.45% | -0.75% | +17.30% | |
| 47 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.42% | — | -0.54% | |
| 48 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.41% | +0.03% | -2.09% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.41% | -0.03% | -2.38% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.40% | -0.03% | -20.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVTR | Avantor Inc | +0.9% | +45.77% | Add |
| 2 | MEDP | Medpace Holdings Inc | +0.9% | NEW | New buy |
| 3 | IQV | Iqvia Holdings Inc | +0.8% | +991.56% | Add |
| 4 | CCC | Ccc Intelligent Solutions Ho | +0.8% | +66.03% | Add |
| 5 | AMG | Affiliated Managers Group | +0.7% | -9.46% | Trim |
| 6 | BDX | Becton Dickinson And Co | +0.7% | +238.50% | Add |
| 7 | CLVT | Clarivate Plc | +0.6% | -6.03% | Trim |
| 8 | LSTR | Landstar System Inc | +0.6% | NEW | New buy |
| 9 | IEX | Idex CORP | +0.4% | NEW | New buy |
| 10 | NEOG | Neogen CORP | +0.4% | +123.16% | Add |
| 11 | NVST | Envista Holdings CORP | +0.4% | +0.35% | Add |
| 12 | SCHW | Schwab (charles) CORP | +0.3% | -1.20% | Trim |
| 13 | DHR | Danaher CORP | +0.3% | +5542.79% | Add |
| 14 | MSFT | Microsoft CORP | +0.3% | -2.42% | Trim |
| 15 | TMO | Thermo Fisher Scientific Inc | +0.3% | +4859.56% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.3% | NEW | New buy |
| 17 | IFF | Intl Flavors & Fragrances | +0.3% | NEW | New buy |
| 18 | COF | Capital One Financial CORP | +0.2% | -2.10% | Trim |
| 19 | AXP | American Express Co | +0.2% | -1.92% | Trim |
| 20 | RAL | Ralliant CORP | +0.2% | NEW | New buy |
| 21 | IT | Gartner Inc | +0.2% | NEW | New buy |
| 22 | DIS | Walt Disney Co/the | +0.2% | +1.89% | Add |
| 23 | ALGN | Align Technology Inc | +0.2% | +17.30% | Add |
| 24 | FTV | Fortive CORP | +0.1% | +67.73% | Add |
| 25 | MIDD | Middleby CORP | +0.1% | +0.61% | Add |
| 26 | USFD | US Foods Holding CORP | 0% | -20.35% | Trim |
| 27 | FDX | Fedex CORP | 0% | -0.65% | Trim |
| 28 | MAA | Mid-america Apartment Comm | 0% | — | Unchanged |
| 29 | LKQ | Lkq CORP | -0.1% | +3.90% | Add |
| 30 | KVUE | Kenvue Inc | -0.1% | -2.41% | Trim |
| 31 | MDT | Medtronic plc | -0.1% | -20.64% | Trim |
| 32 | SYY | Sysco CORP | -0.1% | -11.78% | Trim |
| 33 | UPS | United Parcel Service-cl B | -0.1% | -20.45% | Trim |
| 34 | LW | Lamb Weston Holdings Inc | -0.2% | -8.45% | Trim |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | -41.63% | Trim |
| 36 | ✓ | -0.2% | EXIT | Sold out | |
| 37 | LESL | Leslie's, Inc. | -0.2% | -39.47% | Trim |
| 38 | BUD | Anheuser-busch Inbev-spn Adr | -0.3% | -30.93% | Trim |
| 39 | WTW | Willis Towers Watson Public Limited Company | -0.3% | -7.60% | Trim |
| 40 | 9HI | Hillenbrand Inc | -0.4% | -11.01% | Trim |
| 41 | ENR | Energizer Holdings Inc | -0.4% | +13.87% | Add |
| 42 | ICLR | ICON Public Limited Company | -0.5% | EXIT | Sold out |
| 43 | CHRW | C.h. Robinson Worldwide Inc | -0.5% | -14.77% | Trim |
| 44 | BRO | Brown & Brown Inc | -0.6% | -21.53% | Trim |
| 45 | POST | Post Holdings Inc | -0.7% | -9.53% | Trim |
| 46 | WLY | Wiley (john) & Sons-class A | -0.9% | -38.02% | Trim |
| 47 | GFL | Gfl Environmental Inc-sub Vt | -1% | -32.02% | Trim |
| 48 | DG | Dollar General CORP | -1% | EXIT | Sold out |
| 49 | TAP | Molson Coors Beverage Co - B | -1.8% | -20.90% | Trim |
| 50 | CABO | Cable One Inc | -1.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Clarkston Capital Partners, LLC reported a total U.S. public equity portfolio value of $1.2B across 151 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including POST, CLVT, AMG) accounted for 113.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
MEDP
市值: $40.6M
Top Position Liquidated / Trimmed
CABO
前期市值: $94.9M
During Q2 2025, Clarkston Capital Partners, LLC's top holdings by market value included POST (7.0%)、CLVT (6.4%)、AMG (6.0%). The largest single position, POST, represented 7.0% of total portfolio value.
In Q2 2025, Clarkston Capital Partners, LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 14 positions, trimming 24 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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