Sponsored

The Analysis of Clarkston Capital Partners, LLC's Holdings & P&L

Currently, Clarkston Capital Partners, LLC holds 98 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in POST (+1.2M shares, valued at $117.9M), CLVT (+42.8M shares, valued at $108.4M), AMG (+313.7K shares, valued at $86.8M); initiated new positions in POST (+1.2M shares, valued at $117.9M), CLVT (+42.8M shares, valued at $108.4M), AMG (+313.7K shares, valued at $86.8M).

1M P&L

-122.4M-2.76%

3M P&L

-220.7M-4.87%

HY P&L

-100.4M-2.28%

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

1Packaged Foods538.5M

12.0%

2Information Technology Services374.4M

8.3%

3Medical Instruments & Supplies359.0M

8.0%

Top Industries by Stock Count

1N/A21 stocks

12.5%

2Software - Application10 stocks

6.0%

3Banks - Diversified8 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

POST POST HLDGS INC1.2M sharesnew addition2026-03-312026-05-14

CLVT CLARIVATE PLC42.8M sharesnew addition2026-03-312026-05-14

AMG AFFILIATED MANAGERS GROUP313.7K sharesnew addition2026-03-312026-05-14

AVTR AVANTOR INC8.6M sharesnew addition2026-03-312026-05-14

CCC CCC INTELLIGENT SOLUTIONS HL9.6M sharesnew addition2026-03-312026-05-14

LKQ LKQ CORP1.5M sharesnew addition2026-03-312026-05-14

LW LAMB WESTON HLDGS INC990.7K sharesnew addition2026-03-312026-05-14

GFL GFL ENVIRONMENTAL INC929.9K sharesnew addition2026-03-312026-05-14

Sponsored

MIDD MIDDLEBY CORP289.5K sharesnew addition2026-03-312026-05-14

IT GARTNER INC229.6K sharesnew addition2026-03-312026-05-14

WLY WILEY JOHN & SONS INC942.6K sharesnew addition2026-03-312026-05-14

HSIC SCHEIN HENRY INC484.2K sharesnew addition2026-03-312026-05-14

ROP ROPER TECHNOLOGIES INC94.4K sharesnew addition2026-03-312026-05-14

NVST ENVISTA HOLDINGS CORPORATION1.2M sharesnew addition2026-03-312026-05-14

LPLA LPL FINL HLDGS INC96.4K sharesnew addition2026-03-312026-05-14

TAP MOLSON COORS BEVERAGE CO665.2K sharesnew addition2026-03-312026-05-14

Sponsored

BRO BROWN & BROWN INC414.9K sharesnew addition2026-03-312026-05-14

USFD US FOODS HLDG CORP289.6K sharesnew addition2026-03-312026-05-14

PRMB PRIMO BRANDS CORPORATION1.3M sharesnew addition2026-03-312026-05-14

ENR ENERGIZER HLDGS INC1.4M sharesnew addition2026-03-312026-05-14

WAY WAYSTAR HLDG CORP950.5K sharesnew addition2026-03-312026-05-14

IQV IQVIA HLDGS INC130.4K sharesnew addition2026-03-312026-05-14

BDX BECTON DICKINSON & CO131.1K sharesnew addition2026-03-312026-05-14

NEOG NEOGEN CORP2.2M sharesnew addition2026-03-312026-05-14

Sponsored

FTV FORTIVE CORP347.7K sharesnew addition2026-03-312026-05-14

CHRW C H ROBINSON WORLDWIDE IN115.5K sharesnew addition2026-03-312026-05-14

ABNB AIRBNB INC149.1K sharesnew addition2026-03-312026-05-14

FIS FIDELITY NATL INFORMATION SV397.9K sharesnew addition2026-03-312026-05-14

LSTR LANDSTAR SYS INC107.2K sharesnew addition2026-03-312026-05-14

RAL RALLIANT CORP384.7K sharesnew addition2026-03-312026-05-14

IFF INTERNATIONAL FLAVORS&FRAGRA158.7K sharesnew addition2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP122.4K sharesnew addition2026-03-312026-05-14

Sponsored

ALGN ALIGN TECHNOLOGY INC60.0K sharesnew addition2026-03-312026-05-14

RYAN RYAN SPECIALTY HOLDINGS INC301.9K sharesnew addition2026-03-312026-05-14

FDX FEDEX CORP27.0K sharesnew addition2026-03-312026-05-14

WTW WILLIS TOWERS WATSON PLC LTD32.2K sharesnew addition2026-03-312026-05-14

CPRT COPART INC233.1K sharesnew addition2026-03-312026-05-14

BRBR BELLRING BRANDS INC446.8K sharesnew addition2026-03-312026-05-14

COF CAPITAL ONE FINL CORP38.4K sharesnew addition2026-03-312026-05-14

IEX IDEX CORP36.3K sharesnew addition2026-03-312026-05-14

Sponsored

BIL SPDR SERIES TRUST61.2K sharesnew addition2026-03-312026-05-14

BUD ANHEUSER BUSCH INBEV SA NV80.5K sharesnew addition2026-03-312026-05-14

AXP AMERICAN EXPRESS CO14.7K sharesnew addition2026-03-312026-05-14

ALPHABET INC ALPHABET INC13.6K sharesnew addition2026-03-312026-05-14

MSFT MICROSOFT CORP9.6K sharesnew addition2026-03-312026-05-14

DHR DANAHER CORP DEL18.1K sharesnew addition2026-03-312026-05-14

SYY SYSCO CORP45.0K sharesnew addition2026-03-312026-05-14

DIS DISNEY WALT CO32.7K sharesnew addition2026-03-312026-05-14

Sponsored

PEP PEPSICO INC20.2K sharesnew addition2026-03-312026-05-14

AAPL APPLE INC11.0K sharesnew addition2026-03-312026-05-14

IVV ISHARES TR4.2K sharesnew addition2026-03-312026-05-14

JNJ JOHNSON & JOHNSON9.8K sharesnew addition2026-03-312026-05-14

FNDX SCHWAB STRATEGIC TR84.3K sharesnew addition2026-03-312026-05-14

FNDF SCHWAB STRATEGIC TR47.0K sharesnew addition2026-03-312026-05-14

MA MASTERCARD INCORPORATED4.4K sharesnew addition2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC23.2K sharesnew addition2026-03-312026-05-14

Sponsored

CRM SALESFORCE INC10.6K sharesnew addition2026-03-312026-05-14

PG PROCTER & GAMBLE CO12.8K sharesnew addition2026-03-312026-05-14

PAYX PAYCHEX INC19.6K sharesnew addition2026-03-312026-05-14

SPDW SPDR INDEX SHS FDS39.5K sharesnew addition2026-03-312026-05-14

WDAY WORKDAY INC13.8K sharesnew addition2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC3.6K sharesnew addition2026-03-312026-05-14

CACC CREDIT ACCEP CORP MICH4.0K sharesnew addition2026-03-312026-05-14

KDP KEURIG DR PEPPER INC63.5K sharesnew addition2026-03-312026-05-14

Sponsored

OTIS OTIS WORLDWIDE CORP19.5K sharesnew addition2026-03-312026-05-14

DGRO ISHARES TR20.1K sharesnew addition2026-03-312026-05-14

OAKM HARRIS OAKMARK ETF TRUST51.1K sharesnew addition2026-03-312026-05-14

WM WASTE MGMT INC DEL5.5K sharesnew addition2026-03-312026-05-14

DVA DAVITA INC7.0K sharesnew addition2026-03-312026-05-14

AMZN AMAZON COM INC5.1K sharesnew addition2026-03-312026-05-14

ORLY OREILLY AUTOMOTIVE INC11.5K sharesnew addition2026-03-312026-05-14

ALPHABET INC ALPHABET INC3.2K sharesnew addition2026-03-312026-05-14

Sponsored

ZTS ZOETIS INC7.6K sharesnew addition2026-03-312026-05-14

USB US BANCORP17.2K sharesnew addition2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.8K sharesnew addition2026-03-312026-05-14

NOW SERVICENOW INC8.0K sharesnew addition2026-03-312026-05-14

XOM EXXON MOBIL CORP4.7K sharesnew addition2026-03-312026-05-14

IJH ISHARES TR11.1K sharesnew addition2026-03-312026-05-14

EFX EQUIFAX INC4.1K sharesnew addition2026-03-312026-05-14

ALC ALCON AG9.8K sharesnew addition2026-03-312026-05-14

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL1 sharesnew addition2026-03-312026-05-14

EEM ISHARES TR12.3K sharesnew addition2026-03-312026-05-14

IWM ISHARES TR2.6K sharesnew addition2026-03-312026-05-14

USL UNITED STS 12 MONTH OIL FD L12.5K sharesnew addition2026-03-312026-05-14

EFA ISHARES TR6.0K sharesnew addition2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR17.6K sharesnew addition2026-03-312026-05-14

NVDA NVIDIA CORPORATION2.2K sharesnew addition2026-03-312026-05-14

F FORD MTR CO32.2K sharesnew addition2026-03-312026-05-14

Sponsored

JAAA JANUS DETROIT STR TR7.3K sharesnew addition2026-03-312026-05-14

VNLA JANUS DETROIT STR TR7.4K sharesnew addition2026-03-312026-05-14

ORCL ORACLE CORP2.4K sharesnew addition2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS556 sharesnew addition2026-03-312026-05-14

RTX RTX CORPORATION1.6K sharesnew addition2026-03-312026-05-14

JPM JPMORGAN CHASE & CO1.0K sharesnew addition2026-03-312026-05-14

LBRDK LIBERTY BROADBAND CORP6.0K sharesnew addition2026-03-312026-05-14

MMC MARSH & MCLENNAN COS INC1.7K sharesnew addition2026-03-312026-05-14

Sponsored

NIC NICOLET BANKSHARES INC1.6K sharesnew addition2026-03-312026-05-14

WFC WELLS FARGO & CO2.6K sharesnew addition2026-03-312026-05-14

POST

POST HLDGS INC

New

Shares1.2M

Event2026-03-31

Filed2026-05-14

CLVT

CLARIVATE PLC

New

Shares42.8M

Event2026-03-31

Filed2026-05-14

AMG

AFFILIATED MANAGERS GROUP

New

Shares313.7K

Event2026-03-31

Filed2026-05-14

AVTR

AVANTOR INC

New

Shares8.6M

Event2026-03-31

Filed2026-05-14

CCC

CCC INTELLIGENT SOLUTIONS HL

New

Shares9.6M

Event2026-03-31

Filed2026-05-14

LKQ

LKQ CORP

New

Shares1.5M

Event2026-03-31

Filed2026-05-14

LAMB WESTON HLDGS INC

New

Shares990.7K

Event2026-03-31

Filed2026-05-14

GFL

GFL ENVIRONMENTAL INC

New

Shares929.9K

Event2026-03-31

Filed2026-05-14

MIDD

MIDDLEBY CORP

New

Shares289.5K

Event2026-03-31

Filed2026-05-14

GARTNER INC

New

Shares229.6K

Event2026-03-31

Filed2026-05-14

WLY

WILEY JOHN & SONS INC

New

Shares942.6K

Event2026-03-31

Filed2026-05-14

HSIC

SCHEIN HENRY INC

New

Shares484.2K

Event2026-03-31

Filed2026-05-14

ROP

ROPER TECHNOLOGIES INC

New

Shares94.4K

Event2026-03-31

Filed2026-05-14

NVST

ENVISTA HOLDINGS CORPORATION

New

Shares1.2M

Event2026-03-31

Filed2026-05-14

LPLA

LPL FINL HLDGS INC

New

Shares96.4K

Event2026-03-31

Filed2026-05-14

TAP

MOLSON COORS BEVERAGE CO

New

Shares665.2K

Event2026-03-31

Filed2026-05-14

BRO

BROWN & BROWN INC

New

Shares414.9K

Event2026-03-31

Filed2026-05-14

USFD

US FOODS HLDG CORP

New

Shares289.6K

Event2026-03-31

Filed2026-05-14

PRMB

PRIMO BRANDS CORPORATION

New

Shares1.3M

Event2026-03-31

Filed2026-05-14

ENR

ENERGIZER HLDGS INC

New

Shares1.4M

Event2026-03-31

Filed2026-05-14

WAY

WAYSTAR HLDG CORP

New

Shares950.5K

Event2026-03-31

Filed2026-05-14

IQV

IQVIA HLDGS INC

New

Shares130.4K

Event2026-03-31

Filed2026-05-14

BDX

BECTON DICKINSON & CO

New

Shares131.1K

Event2026-03-31

Filed2026-05-14

NEOG

NEOGEN CORP

New

Shares2.2M

Event2026-03-31

Filed2026-05-14

FTV

FORTIVE CORP

New

Shares347.7K

Event2026-03-31

Filed2026-05-14

CHRW

C H ROBINSON WORLDWIDE IN

New

Shares115.5K

Event2026-03-31

Filed2026-05-14

ABNB

AIRBNB INC

New

Shares149.1K

Event2026-03-31

Filed2026-05-14

FIS

FIDELITY NATL INFORMATION SV

New

Shares397.9K

Event2026-03-31

Filed2026-05-14

LSTR

LANDSTAR SYS INC

New

Shares107.2K

Event2026-03-31

Filed2026-05-14

RAL

RALLIANT CORP

New

Shares384.7K

Event2026-03-31

Filed2026-05-14

IFF

INTERNATIONAL FLAVORS&FRAGRA

New

Shares158.7K

Event2026-03-31

Filed2026-05-14

SCHW

SCHWAB CHARLES CORP

New

Shares122.4K

Event2026-03-31

Filed2026-05-14

ALGN

ALIGN TECHNOLOGY INC

New

Shares60.0K

Event2026-03-31

Filed2026-05-14

RYAN

RYAN SPECIALTY HOLDINGS INC

New

Shares301.9K

Event2026-03-31

Filed2026-05-14

FDX

FEDEX CORP

New

Shares27.0K

Event2026-03-31

Filed2026-05-14

WTW

WILLIS TOWERS WATSON PLC LTD

New

Shares32.2K

Event2026-03-31

Filed2026-05-14

CPRT

COPART INC

New

Shares233.1K

Event2026-03-31

Filed2026-05-14

BRBR

BELLRING BRANDS INC

New

Shares446.8K

Event2026-03-31

Filed2026-05-14

COF

CAPITAL ONE FINL CORP

New

Shares38.4K

Event2026-03-31

Filed2026-05-14

IEX

IDEX CORP

New

Shares36.3K

Event2026-03-31

Filed2026-05-14

BIL

SPDR SERIES TRUST

New

Shares61.2K

Event2026-03-31

Filed2026-05-14

BUD

ANHEUSER BUSCH INBEV SA NV

New

Shares80.5K

Event2026-03-31

Filed2026-05-14

AXP

AMERICAN EXPRESS CO

New

Shares14.7K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

New

Shares13.6K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

New

Shares9.6K

Event2026-03-31

Filed2026-05-14

DHR

DANAHER CORP DEL

New

Shares18.1K

Event2026-03-31

Filed2026-05-14

SYY

SYSCO CORP

New

Shares45.0K

Event2026-03-31

Filed2026-05-14

DIS

DISNEY WALT CO

New

Shares32.7K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

New

Shares20.2K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

New

Shares11.0K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

New

Shares4.2K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

New

Shares9.8K

Event2026-03-31

Filed2026-05-14

FNDX

SCHWAB STRATEGIC TR

New

Shares84.3K

Event2026-03-31

Filed2026-05-14

FNDF

SCHWAB STRATEGIC TR

New

Shares47.0K

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

New

Shares4.4K

Event2026-03-31

Filed2026-05-14

MEDTRONIC PLC

New

Shares23.2K

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC

New

Shares10.6K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

New

Shares12.8K

Event2026-03-31

Filed2026-05-14

PAYX

PAYCHEX INC

New

Shares19.6K

Event2026-03-31

Filed2026-05-14

SPDW

SPDR INDEX SHS FDS

New

Shares39.5K

Event2026-03-31

Filed2026-05-14

WDAY

WORKDAY INC

New

Shares13.8K

Event2026-03-31

Filed2026-05-14

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares3.6K

Event2026-03-31

Filed2026-05-14

CACC

CREDIT ACCEP CORP MICH

New

Shares4.0K

Event2026-03-31

Filed2026-05-14

KDP

KEURIG DR PEPPER INC

New

Shares63.5K

Event2026-03-31

Filed2026-05-14

OTIS

OTIS WORLDWIDE CORP

New

Shares19.5K

Event2026-03-31

Filed2026-05-14

DGRO

ISHARES TR

New

Shares20.1K

Event2026-03-31

Filed2026-05-14

OAKM

HARRIS OAKMARK ETF TRUST

New

Shares51.1K

Event2026-03-31

Filed2026-05-14

WASTE MGMT INC DEL

New

Shares5.5K

Event2026-03-31

Filed2026-05-14

DVA

DAVITA INC

New

Shares7.0K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

New

Shares5.1K

Event2026-03-31

Filed2026-05-14

ORLY

OREILLY AUTOMOTIVE INC

New

Shares11.5K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

New

Shares3.2K

Event2026-03-31

Filed2026-05-14

ZTS

ZOETIS INC

New

Shares7.6K

Event2026-03-31

Filed2026-05-14

USB

US BANCORP

New

Shares17.2K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

New

Shares1.8K

Event2026-03-31

Filed2026-05-14

NOW

SERVICENOW INC

New

Shares8.0K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

New

Shares4.7K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

New

Shares11.1K

Event2026-03-31

Filed2026-05-14

EFX

EQUIFAX INC

New

Shares4.1K

Event2026-03-31

Filed2026-05-14

ALC

ALCON AG

New

Shares9.8K

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares1

Event2026-03-31

Filed2026-05-14

EEM

ISHARES TR

New

Shares12.3K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

New

Shares2.6K

Event2026-03-31

Filed2026-05-14

USL

UNITED STS 12 MONTH OIL FD L

New

Shares12.5K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

New

Shares6.0K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

New

Shares17.6K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

New

Shares2.2K

Event2026-03-31

Filed2026-05-14

FORD MTR CO

New

Shares32.2K

Event2026-03-31

Filed2026-05-14

JAAA

JANUS DETROIT STR TR

New

Shares7.3K

Event2026-03-31

Filed2026-05-14

VNLA

JANUS DETROIT STR TR

New

Shares7.4K

Event2026-03-31

Filed2026-05-14

ORCL

ORACLE CORP

New

Shares2.4K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

New

Shares556

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

New

Shares1.6K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

New

Shares1.0K

Event2026-03-31

Filed2026-05-14

LBRDK

LIBERTY BROADBAND CORP

New

Shares6.0K

Event2026-03-31

Filed2026-05-14

MMC

MARSH & MCLENNAN COS INC

New

Shares1.7K

Event2026-03-31

Filed2026-05-14

NIC

NICOLET BANKSHARES INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-14

WFC

WELLS FARGO & CO

New

Shares2.6K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available