1y return+0.0%S&P 500 +20.9%
3y return+13.1%S&P 500 +68.5%
5y return+3.9%S&P 500 +74.5%
10y return+154.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $255 against $357 in the S&P 500.2
Champlain Investment Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NTNXNutanix Inc | $103.7M | 2.7% | −49.3% |
| PEverpure Inc | $90.1M | 2.3% | −45.1% |
| ESABEsab Corporation | $74.6M | 1.9% | −42.1% |
| PENPenumbra Inc | $69.2M | 1.8% | −55.4% |
| WHWyndham Hotels & Resorts Inc | $59.9M | 1.5% | −48.4% |
| SFMSprouts Fmrs Mkt Inc | $59.1M | 1.5% | −40.9% |
| CFRCullen Frost Bankers Inc | $58.7M | 1.5% | −55.6% |
| OKTAOkta Inc | $56.4M | 1.4% | −69.2% |
| CBSHCommerce Bancshares Inc | $56.1M | 1.4% | −57.1% |
| MSAMsa Safety Inc | $55.9M | 1.4% | −50.1% |
| CAVACava Group Inc | $55.0M | 1.4% | −49.8% |
| SNPSSynopsys Inc | $54.1M | 1.4% | −68.5% |
| FNDFloor & Decor Hldgs Inc | $53.6M | 1.4% | −60.3% |
| NOVTNovanta Inc | $52.9M | 1.4% | −16.9% |
| CVLTCommvault Sys Inc | $48.4M | 1.2% | −12.7% |
| SPXCSpx Technologies Inc | $47.6M | 1.2% | −15.4% |
| EOGEog Res Inc | $46.7M | 1.2% | −66.0% |
| AAONAaon Inc | $45.9M | 1.2% | −77.4% |
| SSDSimpson Mfg Inc | $45.0M | 1.2% | −15.6% |
| TPLTexas Pacific Land Corporati | $43.6M | 1.1% | −60.6% |
| RGENRepligen Corp | $43.5M | 1.1% | −54.0% |
| TWTradeweb Mkts Inc | $43.3M | 1.1% | −70.4% |
| VEEVVeeva Sys Inc | $43.3M | 1.1% | −66.9% |
| FASTFastenal Co | $42.8M | 1.1% | −69.3% |
| WINGWingstop Inc | $42.6M | 1.1% | −54.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $36.4M |
| PEverpure Inc | June 30, 2020 | +354.6% | $90.1M |
| Credo Technology Group HoldiCUSIP G25457105 | March 31, 2026 | +189.7% | $38.3M |
| SNPSSynopsys Inc | June 30, 2020 | +128.8% | $54.1M |
| AXONAxon Enterprise Inc | December 31, 2023 | +117.0% | $36.2M |
| SKWDSkyward Specialty Ins Group | September 30, 2023 | +113.3% | $37.7M |
| CFRCullen Frost Bankers Inc | June 30, 2020 | +106.8% | $58.7M |
| RBARb Global Inc | June 30, 2023 | +94.1% | $36.3M |
| SPXCSpx Technologies Inc | March 31, 2025 | +90.4% | $47.6M |
| PENPenumbra Inc | June 30, 2020 | +76.6% | $69.2M |
Sold off last quarter
- HLNEHamilton Lane Inc was $108.1M
- PCORProcore Technologies Inc was $83.8M
- WSTWest Pharmaceutical Svsc Inc was $51.6M
- ALABAstera Labs Inc was $35.9M
- Masimo CorpCUSIP 574795100 was $25.1M
- AMSFAmerisafe Inc was $12.6M
- INSPInspire Med Sys Inc was $8.2M
- IWRIshares Tr was $3.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.5% | +14.8% |
| March 31, 2026 | −9.7% | −4.6% |
| December 31, 2025 | −1.0% | +2.4% |
| September 30, 2025 | −1.5% | +7.8% |
| June 30, 2025 | +7.7% | +10.5% |
| March 31, 2025 | −6.2% | −4.6% |
| December 31, 2024 | +2.5% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | −6.4% | +4.0% |
| March 31, 2024 | +7.2% | +10.0% |
| December 31, 2023 | +10.9% | +11.2% |
| September 30, 2023 | −6.7% | −3.6% |
| June 30, 2023 | +4.8% | +8.3% |
| March 31, 2023 | +6.0% | +7.0% |
| December 31, 2022 | +8.2% | +7.1% |
| September 30, 2022 | −3.2% | −5.3% |
| June 30, 2022 | −18.0% | −16.5% |
| March 31, 2022 | −10.6% | −4.9% |
| December 31, 2021 | +6.3% | +10.7% |
| September 30, 2021 | +1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Champlain Investment Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1315478&type=13F-HR&dateb=&owner=include&count=40CIK 1315478
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1315478/000131547826000020/Filed August 12, 2026 · accession 0001315478-26-000020