Clarkston Capital Partners, LLC Top Holdings and 13F Report (2025) About Clarkston Capital Partners, LLCInvestment ActivityClarkston Capital Partners, LLC has $5.22 billion in total holdings as of December 31, 2024.Clarkston Capital Partners, LLC owns shares of 161 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 7.61% of the portfolio was purchased this quarter.About 11.46% of the portfolio was sold this quarter.This quarter, Clarkston Capital Partners, LLC has purchased 153 new stocks and bought additional shares in 33 stocks.Clarkston Capital Partners, LLC sold shares of 55 stocks and completely divested from 6 stocks this quarter.Largest Holdings Post $373,046,315Clarivate $359,327,861Affiliated Managers Group $290,729,190LPL Financial $284,809,122Molson Coors Beverage $259,067,886 Largest New Holdings this Quarter Middleby $91,868,963 HoldingLKQ $91,678,388 HoldingNeogen $34,801,325 HoldingICON Public $20,982,534 HoldingBecton, Dickinson and Company $19,430,735 Holding Largest Purchases this Quarter Middleby 678,250 shares (about $91.87M)LKQ 2,494,650 shares (about $91.68M)Avantor 2,473,395 shares (about $52.11M)Neogen 2,866,666 shares (about $34.80M)Clarivate 5,319,535 shares (about $27.02M) Largest Sales this Quarter US Foods 1,917,618 shares (about $129.36M)Affiliated Managers Group 203,063 shares (about $37.55M)LPL Financial 104,747 shares (about $34.20M)GFL Environmental 754,240 shares (about $33.59M)Energizer 697,972 shares (about $24.35M) Sector Allocation Over TimeMap of 500 Largest Holdings ofClarkston Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPOSTPost$373,046,315$9,725,094 ▼-2.5%3,259,1857.1%Consumer StaplesCLVTClarivate$359,327,861$27,023,238 ▲8.1%70,733,8316.9%Computer and TechnologyAMGAffiliated Managers Group$290,729,190$37,550,410 ▼-11.4%1,572,1895.6%FinanceLPLALPL Financial$284,809,122$34,200,943 ▼-10.7%872,2835.5%FinanceTAPMolson Coors Beverage$259,067,886$6,307,493 ▼-2.4%4,519,6775.0%Consumer StaplesUSFDUS Foods$247,323,673$129,362,510 ▼-34.3%3,666,2274.7%Consumer StaplesGFLGFL Environmental$236,890,889$33,593,850 ▼-12.4%5,318,6104.5%Business ServicesCHRWC.H. Robinson Worldwide$207,952,887$6,110,861 ▼-2.9%2,012,7074.0%TransportationLWLamb Weston$205,348,808$2,354,087 ▼-1.1%3,072,7043.9%Consumer StaplesAVTRAvantor$171,632,533$52,114,433 ▲43.6%8,145,8253.3%MedicalSYYSysco$162,949,335$4,437,280 ▼-2.7%2,131,1713.1%Consumer StaplesWTWWillis Towers Watson Public$159,909,020$3,874,152 ▼-2.4%510,5003.1%FinanceENREnergizer$142,253,682$24,352,243 ▼-14.6%4,077,2052.7%Consumer StaplesWLYJohn Wiley & Sons$133,266,632$10,247,766 ▼-7.1%3,048,8822.6%Consumer StaplesHSICHenry Schein$120,700,370$23,972,264 ▲24.8%1,744,2252.3%MedicalHIHillenbrand$115,324,996$288,840 ▼-0.2%3,746,7512.2%Industrial ProductsBROBrown & Brown$96,712,920$2,911,141 ▼-2.9%947,9801.9%FinanceCABOCable One$96,417,347$3,124,733 ▼-3.1%266,2581.8%Consumer DiscretionaryFDXFedEx$96,382,981$1,521,993 ▼-1.6%342,5981.8%TransportationMIDDMiddleby$91,868,963$91,868,963 ▲New Holding678,2501.8%Industrial ProductsLKQLKQ$91,678,388$91,678,388 ▲New Holding2,494,6501.8%Auto/Tires/TrucksNVSTEnvista$82,716,967$1,142,450 ▼-1.4%4,288,0751.6%MedicalSCHWCharles Schwab$75,275,200$334,303 ▼-0.4%1,017,0951.4%FinanceBUDAnheuser-Busch InBev SA/NV$74,796,669$17,374,290 ▲30.3%1,493,8421.4%Consumer StaplesLESLLeslie's$51,407,967$847,289 ▼-1.6%23,052,9001.0%Consumer StaplesWBDWarner Bros. Discovery$49,744,270$453,442 ▼-0.9%4,706,1751.0%Consumer DiscretionaryAXPAmerican Express$48,053,776$1,694,668 ▼-3.4%161,9120.9%FinanceCOFCapital One Financial$46,379,427$3,067,282 ▼-6.2%260,0910.9%FinanceDGDollar General$45,648,290$3,190,432 ▼-6.5%602,0610.9%Retail/WholesaleMSFTMicrosoft$43,464,237$895,266 ▼-2.0%103,1180.8%Computer and TechnologyAAPLApple$39,407,677$80,886 ▲0.2%157,3660.8%Computer and TechnologyNEOGNeogen$34,801,325$34,801,325 ▲New Holding2,866,6660.7%MedicalUSBU.S. Bancorp$33,610,484$946,604 ▼-2.7%702,7070.6%FinanceMAAMid-America Apartment Communities$32,459,7000.0%210,0000.6%FinanceGOOGLAlphabet$31,766,501$192,708 ▲0.6%167,8100.6%Computer and TechnologyKVUEKenvue$29,155,201$72,056 ▼-0.2%1,365,5830.6%Consumer StaplesPAYXPaychex$29,081,812$24,959 ▲0.1%207,4010.6%Business ServicesPEPPepsiCo$27,617,745$101,728 ▲0.4%181,6240.5%Consumer StaplesDISWalt Disney$26,527,246$82,510 ▼-0.3%238,2330.5%Consumer DiscretionaryUPSUnited Parcel Service$26,466,650$730,372 ▲2.8%209,8860.5%TransportationCMCSAComcast$25,471,387$99,530 ▲0.4%678,6940.5%Consumer DiscretionaryFTVFortive$24,721,500$82,500 ▲0.3%329,6200.5%Computer and TechnologyDEODiageo$24,542,352$83,779 ▲0.3%193,0490.5%Consumer StaplesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$22,250,679$739,212 ▼-3.2%243,3630.4%ETFMAMastercard$22,130,340$120,059 ▲0.5%42,0270.4%Business ServicesMDTMedtronic$21,789,468$129,405 ▲0.6%272,7780.4%MedicalICLRICON Public$20,982,534$20,982,534 ▲New Holding100,0550.4%MedicalPGProcter & Gamble$20,415,380$81,142 ▼-0.4%121,7740.4%Consumer StaplesBDXBecton, Dickinson and Company$19,430,735$19,430,735 ▲New Holding85,6470.4%MedicalKDPKeurig Dr Pepper$19,031,651$119,326 ▲0.6%592,5170.4%Consumer StaplesJNJJohnson & Johnson$17,544,300$266,679 ▼-1.5%121,3130.3%MedicalWMWaste Management$14,301,738$426,183 ▲3.1%70,8740.3%Business ServicesMMM3M$13,259,322$4,882,173 ▼-26.9%102,7140.3%Multi-Sector ConglomeratesBXBlackstone$12,987,5370.0%75,3250.2%FinanceSERVISFIRST BANCSHARES INC$10,168,8000.0%120,0000.2%COMMETAMeta Platforms$9,585,384$87,826 ▲0.9%16,3710.2%Computer and TechnologyOTISOtis Worldwide$8,742,856$8,742,856 ▲New Holding94,4050.2%ConstructionLLYEli Lilly and Company$7,720,000$57,900 ▼-0.7%10,0000.1%MedicalEPDEnterprise Products Partners$6,416,2560.0%204,6000.1%Oils/EnergyXOMExxon Mobil$5,941,291$22,482 ▼-0.4%55,2320.1%Oils/EnergyGSThe Goldman Sachs Group$5,726,2000.0%10,0000.1%FinanceFISFidelity National Information Services$5,088,5100.0%63,0000.1%Business ServicesIQVIQVIA$4,716,240$1,768,590 ▲60.0%24,0000.1%MedicalCSCOCisco Systems$4,599,840$115,440 ▼-2.4%77,7000.1%Computer and TechnologyCHTRCharter Communications$3,599,0850.0%10,5000.1%Consumer DiscretionaryIVViShares Core S&P 500 ETF$3,564,476$294,342 ▼-7.6%6,0550.1%ETFCOSTCostco Wholesale$3,389,424$561,697 ▼-14.2%3,6990.1%Retail/WholesaleMCKMcKesson$3,328,2740.0%5,8400.1%MedicalVOOVanguard S&P 500 ETF$3,292,668$2,694 ▲0.1%6,1110.1%ETFPMPhilip Morris International$3,117,0650.0%25,9000.1%Consumer StaplesAMZNAmazon.com$3,004,327$223,778 ▲8.0%13,6940.1%Retail/WholesaleHDHome Depot$2,688,6990.0%6,9120.1%Retail/WholesaleBMYBristol-Myers Squibb$2,601,7600.0%46,0000.0%MedicalSOSouthern$2,469,6000.0%30,0000.0%UtilitiesBACBank of America$2,404,0650.0%54,7000.0%FinanceNUENucor$2,334,2000.0%20,0000.0%Basic MaterialsDUKDuke Energy$2,179,539$2,155 ▲0.1%20,2300.0%UtilitiesGOOGAlphabet$2,041,517$46,658 ▲2.3%10,7200.0%Computer and TechnologySUISun Communities$1,967,5200.0%16,0000.0%FinanceSPYSPDR S&P 500 ETF Trust$1,961,104$29,891 ▼-1.5%3,3460.0%FinanceETEnergy Transfer$1,959,000$75,226 ▼-3.7%100,0000.0%Oils/EnergyKOCoca-Cola$1,924,7680.0%30,9150.0%Consumer StaplesCVXChevron$1,886,3960.0%13,0240.0%Oils/EnergyCACCCredit Acceptance$1,877,8400.0%4,0000.0%FinanceMRKMerck & Co., Inc.$1,801,284$216,667 ▲13.7%18,1070.0%MedicalVICIVICI Properties$1,752,6000.0%60,0000.0%FinanceIWFiShares Russell 1000 Growth ETF$1,625,5960.0%4,0480.0%ETFMCDMcDonald's$1,595,555$119,435 ▼-7.0%5,5040.0%Retail/WholesaleIBMInternational Business Machines$1,583,875$1,583,875 ▲New Holding7,2050.0%Computer and TechnologyPFEPfizer$1,503,933$28,891 ▼-1.9%56,6880.0%MedicalPRUPrudential Financial$1,481,6250.0%12,5000.0%FinanceDKNGDraftKings$1,444,6620.0%38,8350.0%Consumer DiscretionaryESEversource Energy$1,435,7500.0%25,0000.0%UtilitiesFRMEFirst Merchants$1,384,0230.0%34,6960.0%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$1,348,1350.0%39,5000.0%ETFSYKStryker$1,304,101$54,007 ▼-4.0%3,6220.0%MedicalISRGIntuitive Surgical$1,295,5050.0%2,4820.0%MedicalAWKAmerican Water Works$1,244,9000.0%10,0000.0%UtilitiesTSLATesla$1,241,808$1,241,808 ▲New Holding3,0750.0%Auto/Tires/TrucksVVisa$1,185,782$2,528 ▲0.2%3,7520.0%Business ServicesShowing largest 100 holdings. 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