CC

Clarkston Capital Partners, LLC

13F
Clarkston Capital Partners, LLC
Last update 2024-11-07 153 Stocks (6 new)
Value $5.44 Bil Turnover 3 %
Countries:
Top Holdings: CLVT(8.54%)POST(7.12%)USFD(6.32%)AMG(5.80%)TAP(4.90%)
Portfolio Report
Summary Stock Picks Current Portfolio
Clarkston Capital Partners, LL... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CLVT 		Clarivate PLC
65,414,296
464441.500
-2.11%
8.540
-0.15%
9.210
-25.84%
-0.30%
3573.330
Software
POST 		Post Holdings Inc
3,344,150
387085.360
-3.25%
7.120
-0.22%
5.720
-6.65%
-6.15%
6254.411
Consumer Packaged Goods
USFD 		US Foods Holding Corp
5,583,845
343406.470
-3.04%
6.320
-0.18%
2.280
+7.36%
-1.13%
15595.245
Retail - Defensive
AMG 		Affiliated Managers Group Inc
1,775,252
315639.800
-2.91%
5.800
-0.16%
5.960
-4.56%
-1.94%
5501.276
Asset Management
TAP 		Molson Coors Beverage Co
4,629,717
266301.320
-0.82%
4.900
-0.04%
2.230
-0.25%
-5.23%
11165.928
Beverages - Alcoholic
GFL 		GFL Environmental Inc
6,072,850
242185.260
-0.95%
4.450
-0.04%
1.550
+7.22%
-2.10%
17186.906
Waste Management
SRCL 		Stericycle Inc
3,802,773
231969.150
-28.06%
4.270
-1.64%
4.100
+5.89%
+25.06%
5754.065
Waste Management
CHRW 		C.H. Robinson Worldwide Inc
2,071,852
228670.290
-3.30%
4.210
-0.12%
1.750
-5.98%
-0.34%
12156.223
Transportation
LPLA 		LPL Financial Holdings Inc
977,030
227286.490
-1.57%
4.180
-0.08%
1.300
+33.96%
+2.35%
25053.958
Capital Markets
LW 		Lamb Weston Holdings Inc
3,107,929
201207.350
+108.68%
3.700
+1.93%
2.180
-16.93%
-10.55%
8532.766
Consumer Packaged Goods

Clarkston Capital Partners, LLC's Historical Top Holdings Breakdowns

Clarkston Capital Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BEN 		Franklin Resources Inc2023-12-31Reduce
-2.85%
●
22.24 ($24.88) 30.18
$19.41
-21.99%
Reduce -84.95%
1,046,817
-5,909,379
IAA IAA Inc2023-03-31Sold Out
-2.12%
●
37.61 ($40.91) 43.84
$39.89
-2.49%
Sold Out
0
-2,803,869
EPAC 		Enerpac Tool Group Corp2023-12-31Sold Out
-2.10%
●
25.9 ($28.53) 32.8
$42.43
48.72%
Sold Out
0
-4,040,095
LW 		Lamb Weston Holdings Inc2024-06-30Add
+1.93%
●
77.8 ($85.31) 104.98
$59.82
-29.88%
Add 415.65%
1,489,359
1,200,525
LW 		Lamb Weston Holdings Inc2024-09-30Add
+1.93%
●
53.01 ($66.03) 82.74
$59.82
-9.40%
Add 108.68%
3,107,929
1,618,570
HSIC 		Henry Schein Inc2024-03-31New Buy
+1.77%
●
72.58 ($75.01) 80.57
$71.27
-4.99%
New holding
1,326,410
1,326,410
AVTR 		Avantor Inc2023-12-31Add
+1.74%
●
17.15 ($20.49) 23.08
$21.72
6.00%
Add 237.08%
5,844,047
4,110,295
TAP 		Molson Coors Beverage Co2023-06-30Reduce
-1.65%
●
51.68 ($61.66) 67.75
$54.19
-12.11%
Reduce -25.12%
5,096,134
-1,709,828
SRCL Stericycle Inc2024-09-30Reduce
-1.64%
●
57.95 ($59.36) 61.71
$61.98
4.41%
Reduce -28.06%
3,802,773
-1,483,072
LPLA 		LPL Financial Holdings Inc2024-06-30Reduce
-1.59%
●
256.41 ($271.44) 288.82
$334.59
23.26%
Reduce -25.56%
992,615
-340,758

Clarkston Capital Partners, LLC Total Holding History ($B)

To

Clarkston Capital Partners, LLC's Asset Allocation

To

Clarkston Capital Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Clarkston Capital Partners, LLC's Hypothetical Growth since 2024-09-30

Clarkston Capital Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Clarkston Capital Partners, LLC's Holdings Heat Map

Size field:

Clarkston Capital Partners, LLC's Holdings Bubble Chart

Clarkston Capital Partners, LLC News

  • 1

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