The Analysis of Champlain Investment Partners, LLC's Holdings & P&L


Currently, Champlain Investment Partners, LLC holds 130 types of securities in its portfolio with a total value $7.9B. In the most recent quarter, they have increased their positions in EOG (+1.1M shares, valued at $153.2M), TPL (+253.0K shares, valued at $120.0M), TSCO (+2.0M shares, valued at $91.1M); decreased their positions in MSA (-419.2K shares, valued at $68.7M), WST (-269.4K shares, valued at $67.5M), BWIN (-2.6M shares, valued at $57.4M); initiated new positions in EOG (+1.1M shares, valued at $153.2M), TPL (+253.0K shares, valued at $120.0M), TSCO (+2.0M shares, valued at $91.1M).


1M P&L
+269.0M+3.44%
3M P&L
-156.9M-1.90%
HY P&L
-204.0M-2.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure972.9M
12.8%
2Specialty Industrial Machinery624.2M
8.2%
3Capital Markets413.8M
5.4%

Top Industries by Stock Count

1Software - Infrastructure11 stocks
8.8%
2Specialty Industrial Machinery11 stocks
8.8%
3Medical Devices9 stocks
7.2%
Stock Holdings
TW
TRADEWEB MKTS INC
20.81%
Shares1.5M
Event2026-03-31
Filed2026-05-13
PEN
PENUMBRA INC
-18.35%
Shares491.4K
Event2026-03-31
Filed2026-05-13
EOG
EOG RES INC
New
Shares1.1M
Event2026-03-31
Filed2026-05-13
SNPS
SYNOPSYS INC
39.01%
Shares384.8K
Event2026-03-31
Filed2026-05-13
NTNX
NUTANIX INC
17.56%
Shares4.0M
Event2026-03-31
Filed2026-05-13
FAST
FASTENAL CO
7.18%
Shares2.9M
Event2026-03-31
Filed2026-05-13
AAON
AAON INC
-3.77%
Shares1.6M
Event2026-03-31
Filed2026-05-13
VEEV
VEEVA SYS INC
81.00%
Shares738.4K
Event2026-03-31
Filed2026-05-13
AKAM
AKAMAI TECHNOLOGIES INC
7.38%
Shares1.1M
Event2026-03-31
Filed2026-05-13
ESAB
ESAB CORPORATION
-14.30%
Shares1.3M
Event2026-03-31
Filed2026-05-13
PSTG
EVERPURE INC
42.64%
Shares2.1M
Event2026-03-31
Filed2026-05-13
IEX
IDEX CORP
-22.92%
Shares640.3K
Event2026-03-31
Filed2026-05-13
ACGL
ARCH CAP GROUP LTD
-4.82%
Shares1.3M
Event2026-03-31
Filed2026-05-13
TPL
TEXAS PACIFIC LAND CORPORATI
New
Shares253.0K
Event2026-03-31
Filed2026-05-13
CFR
CULLEN FROST BANKERS INC
-26.79%
Shares855.2K
Event2026-03-31
Filed2026-05-13
FND
FLOOR & DECOR HLDGS INC
28.12%
Shares2.3M
Event2026-03-31
Filed2026-05-13
COOPER COS INC
COOPER COS INC
-9.13%
Shares1.6M
Event2026-03-31
Filed2026-05-13
CAVA
CAVA GROUP INC
-23.01%
Shares1.4M
Event2026-03-31
Filed2026-05-13
WH
WYNDHAM HOTELS & RESORTS INC
-22.29%
Shares1.4M
Event2026-03-31
Filed2026-05-13
CBSH
COMMERCE BANCSHARES INC
101.54%
Shares2.3M
Event2026-03-31
Filed2026-05-13
HLNE
HAMILTON LANE INC
2.45%
Shares1.1M
Event2026-03-31
Filed2026-05-13
GWW
WW GRAINGER INC
-24.34%
Shares98.6K
Event2026-03-31
Filed2026-05-13
CSL
CARLISLE COS INC
-5.40%
Shares317.0K
Event2026-03-31
Filed2026-05-13
OKTA
OKTA INC
-11.33%
Shares1.3M
Event2026-03-31
Filed2026-05-13
MSA
MSA SAFETY INC
-39.51%
Shares641.9K
Event2026-03-31
Filed2026-05-13
HLI
HOULIHAN LOKEY INC
56.33%
Shares717.7K
Event2026-03-31
Filed2026-05-13
DPZ
DOMINOS PIZZA INC
-10.43%
Shares285.4K
Event2026-03-31
Filed2026-05-13
AME
AMETEK INC
-31.04%
Shares425.4K
Event2026-03-31
Filed2026-05-13
SFM
SPROUTS FMRS MKT INC
15.43%
Shares1.2M
Event2026-03-31
Filed2026-05-13
TSCO
TRACTOR SUPPLY CO
New
Shares2.0M
Event2026-03-31
Filed2026-05-13
WCN
WASTE CONNECTIONS INC
35.08%
Shares557.0K
Event2026-03-31
Filed2026-05-13
MTD
METTLER TOLEDO INTERNATIONAL
-30.62%
Shares70.2K
Event2026-03-31
Filed2026-05-13
XYL
XYLEM INC
-13.22%
Shares731.7K
Event2026-03-31
Filed2026-05-13
WING
WINGSTOP INC
-19.73%
Shares544.4K
Event2026-03-31
Filed2026-05-13
CELH
CELSIUS HLDGS INC
341.41%
Shares2.4M
Event2026-03-31
Filed2026-05-13
PCOR
PROCORE TECHNOLOGIES INC
-8.48%
Shares1.5M
Event2026-03-31
Filed2026-05-13
WAT
WATERS CORP
-10.53%
Shares279.8K
Event2026-03-31
Filed2026-05-13
DDOG
DATADOG INC
39.47%
Shares703.5K
Event2026-03-31
Filed2026-05-13
EW
EDWARDS LIFESCIENCES CORP
-40.41%
Shares1.0M
Event2026-03-31
Filed2026-05-13
GTLB
GITLAB INC
-6.83%
Shares3.8M
Event2026-03-31
Filed2026-05-13
MSCI
MSCI INC
-38.84%
Shares152.2K
Event2026-03-31
Filed2026-05-13
RGEN
REPLIGEN CORP
-30.89%
Shares693.9K
Event2026-03-31
Filed2026-05-13
TOST
TOAST INC
5.59%
Shares3.1M
Event2026-03-31
Filed2026-05-13
AXON
AXON ENTERPRISE INC
5.55%
Shares191.3K
Event2026-03-31
Filed2026-05-13
ADSK
AUTODESK INC
23.05%
Shares334.9K
Event2026-03-31
Filed2026-05-13
ELF
E L F BEAUTY INC
6.53%
Shares1.3M
Event2026-03-31
Filed2026-05-13
RYAN
RYAN SPECIALTY HOLDINGS INC
-11.19%
Shares2.3M
Event2026-03-31
Filed2026-05-13
TECH
BIO-TECHNE CORP
3.59%
Shares1.5M
Event2026-03-31
Filed2026-05-13
CHWY
CHEWY INC
-3.53%
Shares2.8M
Event2026-03-31
Filed2026-05-13
KNSL
KINSALE CAP GROUP INC
-9.81%
Shares214.8K
Event2026-03-31
Filed2026-05-13
NDSN
NORDSON CORP
-41.06%
Shares275.1K
Event2026-03-31
Filed2026-05-13
A
AGILENT TECHNOLOGIES INC
-24.53%
Shares610.0K
Event2026-03-31
Filed2026-05-13
KRMN
KARMAN HLDGS INC
70.46%
Shares830.8K
Event2026-03-31
Filed2026-05-13
GGG
GRACO INC
-8.65%
Shares755.1K
Event2026-03-31
Filed2026-05-13
BRO
BROWN & BROWN INC
-11.92%
Shares968.3K
Event2026-03-31
Filed2026-05-13
STERIS PLC
STERIS PLC
-12.42%
Shares284.3K
Event2026-03-31
Filed2026-05-13
VLTO
VERALTO CORP
-35.55%
Shares708.6K
Event2026-03-31
Filed2026-05-13
RBRK
RUBRIK INC.
New
Shares1.3M
Event2026-03-31
Filed2026-05-13
ZS
ZSCALER INC
32.25%
Shares438.9K
Event2026-03-31
Filed2026-05-13
PANW
PALO ALTO NETWORKS INC
-10.51%
Shares374.7K
Event2026-03-31
Filed2026-05-13
BE
BLOOM ENERGY CORP
New
Shares424.7K
Event2026-03-31
Filed2026-05-13
MDB
MONGODB INC
-16.16%
Shares223.1K
Event2026-03-31
Filed2026-05-13
LECO
LINCOLN ELEC HLDGS INC
-44.53%
Shares218.4K
Event2026-03-31
Filed2026-05-13
AVAV
AEROVIRONMENT INC
New
Shares295.1K
Event2026-03-31
Filed2026-05-13
WST
WEST PHARMACEUTICAL SVSC INC
-56.67%
Shares206.0K
Event2026-03-31
Filed2026-05-13
MTDR
MATADOR RES CO
New
Shares744.8K
Event2026-03-31
Filed2026-05-13
NOVT
NOVANTA INC
-18.49%
Shares392.1K
Event2026-03-31
Filed2026-05-13
SPXC
SPX TECHNOLOGIES INC
-8.49%
Shares229.6K
Event2026-03-31
Filed2026-05-13
SSD
SIMPSON MFG INC
-19.45%
Shares254.5K
Event2026-03-31
Filed2026-05-13
CRDO
CREDO TECHNOLOGY GROUP HOLDI
New
Shares460.7K
Event2026-03-31
Filed2026-05-13
SXI
STANDEX INTL CORP
-27.62%
Shares168.5K
Event2026-03-31
Filed2026-05-13
SNEX
STONEX GROUP INC
43.39%
Shares529.1K
Event2026-03-31
Filed2026-05-13
CSW
CSW INDUSTRIALS INC
-24.28%
Shares162.7K
Event2026-03-31
Filed2026-05-13
PLMR
PALOMAR HLDGS INC
-1.68%
Shares326.9K
Event2026-03-31
Filed2026-05-13
KAI
KADANT INC
-30.05%
Shares129.1K
Event2026-03-31
Filed2026-05-13
ALAB
ASTERA LABS INC
New
Shares327.6K
Event2026-03-31
Filed2026-05-13
RB GLOBAL INC
RB GLOBAL INC
-22.08%
Shares369.2K
Event2026-03-31
Filed2026-05-13
MKTX
MARKETAXESS HLDGS INC
103.34%
Shares210.1K
Event2026-03-31
Filed2026-05-13
FFIN
FIRST FINL BANKSHARES INC
-28.98%
Shares1.2M
Event2026-03-31
Filed2026-05-13
GKOS
GLAUKOS CORP
-4.27%
Shares319.0K
Event2026-03-31
Filed2026-05-13
NVT
NVENT ELEC PLC
-23.26%
Shares290.3K
Event2026-03-31
Filed2026-05-13
VVV
VALVOLINE INC
-6.05%
Shares1.0M
Event2026-03-31
Filed2026-05-13
CENTRAL BANCOMPANY
CENTRAL BANCOMPANY
-20.03%
Shares1.4M
Event2026-03-31
Filed2026-05-13
SKWD
SKYWARD SPECIALTY INS GROUP
-17.17%
Shares764.9K
Event2026-03-31
Filed2026-05-13
S
SENTINELONE INC
-22.93%
Shares2.4M
Event2026-03-31
Filed2026-05-13
BRZE
BRAZE INC
-20.81%
Shares1.3M
Event2026-03-31
Filed2026-05-13
RMBS
RAMBUS INC DEL
New
Shares357.2K
Event2026-03-31
Filed2026-05-13
WHD
CACTUS INC
New
Shares646.5K
Event2026-03-31
Filed2026-05-13
CVLT
COMMVAULT SYS INC
-3.71%
Shares391.4K
Event2026-03-31
Filed2026-05-13
LPLA
LPL FINL HLDGS INC
New
Shares101.0K
Event2026-03-31
Filed2026-05-13
GMED
GLOBUS MED INC
-51.04%
Shares350.1K
Event2026-03-31
Filed2026-05-13
PJT
PJT PARTNERS INC
0.97%
Shares215.2K
Event2026-03-31
Filed2026-05-13
PLNT
PLANET FITNESS MASTER ISSUER
-13.94%
Shares402.3K
Event2026-03-31
Filed2026-05-13
EPAC
ENERPAC TOOL GROUP CORP
-35.92%
Shares788.4K
Event2026-03-31
Filed2026-05-13
PRCT
PROCEPT BIOROBOTICS CORP
-21.15%
Shares1.1M
Event2026-03-31
Filed2026-05-13
ATRC
ATRICURE INC
-17.25%
Shares971.1K
Event2026-03-31
Filed2026-05-13
RLI
RLI CORP
-20.75%
Shares464.4K
Event2026-03-31
Filed2026-05-13
VCEL
VERICEL CORP
-20.77%
Shares815.2K
Event2026-03-31
Filed2026-05-13
GABC
GERMAN AMERN BANCORP INC
-17.74%
Shares626.4K
Event2026-03-31
Filed2026-05-13
RAL
RALLIANT CORP
22.79%
Shares618.9K
Event2026-03-31
Filed2026-05-13
MASI
MASIMO CORP
New
Shares141.3K
Event2026-03-31
Filed2026-05-13
ALKT
ALKAMI TECHNOLOGY INC
-19.24%
Shares1.6M
Event2026-03-31
Filed2026-05-13
MOD
MODINE MFG CO
-55.74%
Shares115.8K
Event2026-03-31
Filed2026-05-13
BANF
BANCFIRST CORP
-7.21%
Shares223.4K
Event2026-03-31
Filed2026-05-13
EAT
BRINKER INTL INC
26.71%
Shares159.7K
Event2026-03-31
Filed2026-05-13
BWIN
THE BALDWIN INSURANCE GRP IN
-71.67%
Shares1.0M
Event2026-03-31
Filed2026-05-13
SXT
SENSIENT TECHNOLOGIES CORP
-18.32%
Shares260.8K
Event2026-03-31
Filed2026-05-13
BRKR
BRUKER CORP
-19.53%
Shares605.1K
Event2026-03-31
Filed2026-05-13
CAI
CARIS LIFE SCIENCES INC
28.59%
Shares1.2M
Event2026-03-31
Filed2026-05-13
SYBT
STOCK YDS BANCORP INC
-21.15%
Shares322.3K
Event2026-03-31
Filed2026-05-13
MMSI
MERIT MED SYS INC
-20.87%
Shares290.5K
Event2026-03-31
Filed2026-05-13
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
New
Shares256.1K
Event2026-03-31
Filed2026-05-13
JBTM
JBT MAREL CORPORATION
-52.58%
Shares151.6K
Event2026-03-31
Filed2026-05-13
RBC
RBC BEARINGS INC
-56.76%
Shares35.0K
Event2026-03-31
Filed2026-05-13
NIC
NICOLET BANKSHARES INC
New
Shares125.5K
Event2026-03-31
Filed2026-05-13
OSW
ONESPAWORLD HOLDINGS LIMITED
-20.03%
Shares745.6K
Event2026-03-31
Filed2026-05-13
WTS
WATTS WATER TECHNOLOGIES INC
-50.11%
Shares54.8K
Event2026-03-31
Filed2026-05-13
KTOS
KRATOS DEFENSE & SEC SOLUTIO
New
Shares220.4K
Event2026-03-31
Filed2026-05-13
SHAK
SHAKE SHACK INC
-20.17%
Shares171.0K
Event2026-03-31
Filed2026-05-13
TRNS
TRANSCAT INC
-15.52%
Shares204.4K
Event2026-03-31
Filed2026-05-13
HTFL
HEARTFLOW INC
New
Shares567.4K
Event2026-03-31
Filed2026-05-13
AMSF
AMERISAFE INC
-23.16%
Shares377.8K
Event2026-03-31
Filed2026-05-13
SITM
SITIME CORP
New
Shares33.6K
Event2026-03-31
Filed2026-05-13
SIBN
SI BONE INC
-21.37%
Shares877.6K
Event2026-03-31
Filed2026-05-13
BRC
BRADY CORP
-63.70%
Shares133.3K
Event2026-03-31
Filed2026-05-13
VCYT
VERACYTE INC
-59.07%
Shares281.9K
Event2026-03-31
Filed2026-05-13
INSP
INSPIRE MED SYS INC
-21.72%
Shares159.0K
Event2026-03-31
Filed2026-05-13
FWRG
FIRST WATCH RESTAURANT GROUP
-32.78%
Shares764.9K
Event2026-03-31
Filed2026-05-13
IWR
ISHARES TR
New
Shares35.3K
Event2026-03-31
Filed2026-05-13
NOW
SERVICENOW INC
48.05%
Shares2.9K
Event2026-03-31
Filed2026-05-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available