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Clarkston Capital Partners, LLC

CIK:0001562855
Investment Adviser
$7B AUM
151 holdings
Bloomfield Hills, MI, USA
Founded:2007
38 employees
Latest filing:Jun 30, 2025

Clarkston Capital Partners, LLC is a Michigan investment management firm known for its intellectual honesty, emotional discipline, and commitment to excellence. The firm emphasizes a patient, disciplined investment philosophy, community involvement, and support for education initiatives.

Investment Strategy

Patient, disciplined investment approach with a long-term focus; emphasis on intellectual honesty and rigorous analysis.

Latest 13F Filing Activity

Clarkston Capital Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 150 equity positions with a total 13F market value of $5B. The fund increased holdings in Medpace HLDGS Inc., Iqvia HLDGS Inc., CCC Intelligent Solutions HL among other positions. Clarkston Capital Partners, LLC reduced exposure to Molson Coors Beverage Co., Cable One Inc., GFL Environmental Inc. among others.

Top Buys
M
MEDPMEDPACE HLDGS INC
+$40.6M
I
IQVIQVIA HLDGS INC
+$37.1M
C
CCCSCCC INTELLIGENT SOLUTIONS HL
+$33.4M
A
AVTRAvantor Inc
+$32.7M
B
BDXBECTON DICKINSON & CO
+$31.0M
Top Sells
T
TAPMOLSON COORS BEVERAGE CO
-$103.9M
C
CABOCABLE ONE INC
-$94.9M
G
GFLGFL ENVIRONMENTAL INC
-$63.2M
P
POSTPOST HLDGS INC
-$59.6M
W
WLYWILEY JOHN & SONS INC
-$51.6M

Top Holdings

P
POSTPOST HLDGS INC
+7.0%$331.9M
C
CLVTClarivate PLC
+6.4%$301.1M
A
AMGAFFILIATED MANAGERS GROUP IN
+6.0%$282.4M
L
LPLALPL FINL HLDGS INC
+4.8%$224.5M
U
USFDUS FOODS HLDG CORP
+4.4%$208.6M

Equity Positions (150)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
POST HLDGS INC7.05%$331.9M3,043,770$66.07$109.03-$59.6M
Clarivate PLC6.39%$301.1M70,030,431$9.33$4.30+$8.2M
AFFILIATED MANAGERS GROUP IN6.00%$282.4M1,435,354$100.17$196.77+$16.1M
LPL FINL HLDGS INC4.77%$224.5M598,782$45.35$374.97+$4.0M
US FOODS HLDG CORP4.43%$208.6M2,708,185$25.84$77.01-$14.0M

Industry Allocation

GRAIN MILL PRODUCTS
+6.7%
INVESTMENT ADVICE
+6.6%
WHOLESALE-GROCERIES & RELATED PRODUCTS
+6.2%
SERVICES-COMPUTER PROCESSING & DATA PREPARATION
+5.7%
INSURANCE AGENTS, BROKERS & SERVICE
+4.8%

Investment Team (12)

NameRoleLocationLinkedIn
C
Cole Chewins
Research AnalystEast Lansing, MI , United States
D
Daniel Coble
Research AnalystDetroit, MI , United States
Domenic Curtis
Domenic Curtis
AnalystDetroit, MI , United States
Jake Powers
Jake Powers
PartnerDetroit, MI , United States
Jeffrey Shiffra
Jeffrey Shiffra
PartnerScottsdale, AZ , United States
J
Jeremy Modell
Managing PartnerDetroit, MI , United States
J
Jerry Hakala
Partner, Director of ResearchBirmingham, MI , United States
B
Brandon Brooks
Research AnalystRochester, MI , United States
J
Jen Upward
Institutional Reporting AnalystRochester, MI , United States
Phil Olsen
Phil Olsen
AnalystRochester, MI , United States
Showing 1-10 of 12 team members