Clarkston Capital Partners, LLC — 13F holdings

Clarkston Capital Partners, LLC reported 96 holdings worth $1.18B in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. POST POST HLDGS INC — $106M (9.0%)
  2. CLVT CLARIVATE PLC — $98.8M (8.3%)
  3. AMG AFFILIATED MANAGERS GROUP IN — $77.4M (6.5%)
  4. AVTR AVANTOR INC — $67.2M (5.7%)
  5. CCC CCC INTELLIGENT SOLUTIONS HL — $64.6M (5.5%)
  6. LKQ LKQ CORP — $42.6M (3.6%)
  7. MIDD MIDDLEBY CORP — $41.9M (3.5%)
  8. NVST ENVISTA HOLDINGS CORPORATION — $38.8M (3.3%)
  9. ROP ROPER TECHNOLOGIES INC — $38.1M (3.2%)
  10. WLY WILEY JOHN & SONS INC — $36.8M (3.1%)