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Champlain Investment Partners, LLC

CIK:0001315478
Asset Manager
$19B AUM
135 holdings
Burlington, VT, US
Founded:2004
42 employees
Latest filing:Jun 30, 2025

Champlain Investment Partners, LLC is an independent investment management firm headquartered in Burlington, Vermont. Founded in 2004, the firm specializes in managing equity portfolios primarily for institutional investors and high-net-worth individuals. Champlain emphasizes long-term client relationships and fundamental research in its portfolio management. The firm employs approximately 42 professionals and serves clients including pension funds, foundations, endowments, and other institutions.

Investment Strategy

Champlain Investment Partners, LLC pursues actively managed strategies across U.S. and Global equities, focusing on investing in high-quality companies with durable competitive advantages, consistent financials, and responsible management. The firm typically seeks to identify small- and mid-cap growth opportunities, using fundamental, bottom-up analysis and risk management disciplines to construct concentrated, long-term-oriented portfolios for their institutional clients.

Top Buys
G
GTLBGITLAB INC
+$143.2M
E
ELFE L F BEAUTY INC
+$116.2M
W
WINGWINGSTOP INC
+$107.0M
D
DDOGDATADOG INC
+$95.3M
A
AAONAAON INC
+$87.1M
Top Sells
T
TTCTORO CO
-$104.5M
F
FTVFORTIVE CORP
-$89.5M
B
BF-BBROWN FORMAN CORP
-$89.4M
M
MNSTMONSTER BEVERAGE CORP NEW
-$74.5M
V
VEEVVEEVA SYS INC
-$62.9M

Top Holdings

P
PSTGPURE STORAGE INC
+2.2%$308.3M
C
CFLTCONFLUENT INC
+2.0%$288.9M
E
ELFE L F BEAUTY INC
+2.0%$283.5M
M
MSAMSA SAFETY INC
+2.0%$279.4M
N
NTNXNUTANIX INC
+1.9%$277.9M

Equity Positions (130)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
P
PSTG
PURE STORAGE INC2.15%$308.3M5,355,128$21.75$57.58+$50.7M
C
CFLT
CONFLUENT INC2.02%$288.9M11,590,026$25.67$24.93+$34.3M
E
ELF
E L F BEAUTY INC1.98%$283.5M2,278,386$108.31$124.44+$116.2M
M
MSA
MSA SAFETY INC1.95%$279.4M1,668,053$147.96$167.53+$24.4M
N
NTNX
NUTANIX INC1.94%$277.9M3,635,784$41.23$76.44-$10.8M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+16.6%
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+5.6%
ORTHOPEDIC, PROSTHETIC & SURGICAL APPLIANCES & SUPPLIES
+3.9%
SERVICES-BUSINESS SERVICES, NEC
+3.4%
PUMPS & PUMPING EQUIPMENT
+3.3%