1y return+2.3%S&P 500 +20.9%
3y return+4.6%S&P 500 +68.5%
5y return+2.7%S&P 500 +74.5%
10y return+103.9%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: $204 against $357 in the S&P 500.2
Clarkston Capital 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 |
|---|---|---|---|
| POSTPost Hldgs Inc | $106.4M | 9.0% | +1.1% |
| Clarivate PLCCUSIP G21810109 | $98.8M | 8.3% | +6.7% |
| AMGAffiliated Managers Group | $77.4M | 6.5% | −27.1% |
| AVTRAvantor Inc | $67.2M | 5.7% | −21.3% |
| CCCCcc Intelligent Solutions Hl | $64.6M | 5.5% | +30.7% |
| LKQLkq Corp | $42.6M | 3.6% | +5.2% |
| MIDDMiddleby Corp | $41.9M | 3.5% | −15.8% |
| NVSTEnvista Holdings Corporation | $38.8M | 3.3% | +24.7% |
| ROPRoper Technologies Inc | $38.1M | 3.2% | +19.2% |
| WLYWiley John & Sons Inc | $36.8M | 3.1% | −19.5% |
| HSICSchein Henry Inc | $35.2M | 3.0% | −13.0% |
| LWLamb Weston Hldgs Inc | $34.2M | 2.9% | −20.1% |
| GFLGfl Environmental Inc | $32.3M | 2.7% | −5.5% |
| WAYWaystar Hldg Corp | $32.0M | 2.7% | +64.1% |
| PRMBPrimo Brands Corporation | $27.3M | 2.3% | −15.3% |
| RYANRyan Specialty Holdings Inc | $26.8M | 2.3% | +135.4% |
| ITGartner Inc | $25.6M | 2.2% | −13.9% |
| BROBrown & Brown Inc | $25.4M | 2.1% | −4.6% |
| LPLALpl Finl Hldgs Inc | $21.5M | 1.8% | −20.6% |
| IQVIqvia Hldgs Inc | $20.3M | 1.7% | −19.5% |
| USFDUs Foods Hldg Corp | $19.2M | 1.6% | −35.2% |
| ENREnergizer Hldgs Inc | $18.2M | 1.5% | −39.3% |
| ABNBAirbnb Inc | $17.4M | 1.5% | −18.4% |
| LSTRLandstar Sys Inc | $17.1M | 1.4% | −23.0% |
| NEOGNeogen Corp | $16.6M | 1.4% | −16.1% |
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 |
|---|---|---|---|
| USFDUs Foods Hldg Corp | June 30, 2020 | +418.5% | $19.2M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $3.4M |
| AMGAffiliated Managers Group | June 30, 2020 | +353.9% | $77.4M |
| LPLALpl Finl Hldgs Inc | June 30, 2020 | +259.3% | $21.5M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $4.3M |
| COFCapital One Finl Corp | June 30, 2020 | +220.5% | $4.9M |
| SCHWSchwab Charles Corp | June 30, 2020 | +173.5% | $9.8M |
| CHRWC H Robinson Worldwide In | June 30, 2020 | +138.2% | $11.1M |
| BUDAnheuser Busch Inbev Sa Nv | June 30, 2020 | +67.1% | $3.6M |
| BROBrown & Brown Inc | June 30, 2020 | +57.4% | $25.4M |
Sold off last quarter
- TAPMolson Coors Beverage Co was $28.6M
- BRBRBellring Brands Inc was $7.2M
- IEXIdex Corp was $6.9M
- OAKMHarris Oakmark Etf Trust was $1.4M
- Exxon Mobil CorpCUSIP 30231G102 was $792K
- USLUnited Sts 12 Month Oil Fd L was $602K
- JAAAJanus Detroit Str Tr was $365K
- VNLAJanus Detroit Str Tr was $361K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.7% | +14.8% |
| March 31, 2026 | −5.2% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +2.8% | +7.8% |
| June 30, 2025 | −1.7% | +10.5% |
| March 31, 2025 | −3.6% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +7.0% | +5.4% |
| June 30, 2024 | −5.8% | +4.0% |
| March 31, 2024 | +5.6% | +10.0% |
| December 31, 2023 | +10.3% | +11.2% |
| September 30, 2023 | −7.8% | −3.6% |
| June 30, 2023 | +5.4% | +8.3% |
| March 31, 2023 | +0.9% | +7.0% |
| December 31, 2022 | +10.8% | +7.1% |
| September 30, 2022 | −4.9% | −5.3% |
| June 30, 2022 | −9.3% | −16.5% |
| March 31, 2022 | +1.2% | −4.9% |
| December 31, 2021 | +3.5% | +10.7% |
| September 30, 2021 | −7.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Clarkston Capital Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1562855&type=13F-HR&dateb=&owner=include&count=40CIK 1562855
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1562855/000117266126003236/Filed August 11, 2026 · accession 0001172661-26-003236