Clarkston Capital Partners, LLC
CIK:0001562855
Investment Adviser
$7B AUM
151 holdings
Bloomfield Hills, MI, USA
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.
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)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P POST | POST HLDGS INC | 7.05% | $331.9M | 3,043,770 | $66.07 | $109.03 | -$59.6M |
C CLVT | Clarivate PLC | 6.39% | $301.1M | 70,030,431 | $9.33 | $4.30 | +$8.2M |
A AMG | AFFILIATED MANAGERS GROUP IN | 6.00% | $282.4M | 1,435,354 | $100.17 | $196.77 | +$16.1M |
L LPLA | LPL FINL HLDGS INC | 4.77% | $224.5M | 598,782 | $45.35 | $374.97 | +$4.0M |
U USFD | US FOODS HLDG CORP | 4.43% | $208.6M | 2,708,185 | $25.84 | $77.01 | -$14.0M |
Industry Allocation
WHOLESALE-GROCERIES & RELATED PRODUCTS
+7.5%
GRAIN MILL PRODUCTS
+7.0%
SERVICES-COMPUTER PROCESSING & DATA PREPARATION
+6.4%
INVESTMENT ADVICE
+6.2%
MALT BEVERAGES
+5.2%
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
C Cole Chewins | Research Analyst | East Lansing, MI , United States | |
D Daniel Coble | Research Analyst | Detroit, MI , United States | |
 | Partner | Detroit, MI , United States | |
J Jeremy Modell | Managing Partner | Detroit, MI , United States | |
 | Analyst | Rochester, MI , United States | |
 | Partner | Rochester, MI , United States | |
 | Portfolio Manager | Scottsdale, AZ , United States |