Investor Details
| Filer Name: | CLARKSTON CAPITAL PARTNERS, LLC |
|---|---|
| CIK: | 1562855 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 161 |
| Portfolio Value: | $5.22B |
Clarkston Capital Partners, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| POST | US | POST HOLDINGS INC | 3,259,185 | $373M | 7.15% | -2.5% | - |
| g21810109 | - | CLARIVATE PLC | 70,733,831 | $359M | 6.88% | 8.1% | - |
| AMG | US | AFFILIATED MANAGERS GROUP | 1,572,189 | $291M | 5.57% | -11.4% | - |
| 50212v100 | - | LPL FINL HLDGS INC | 872,283 | $285M | 5.46% | -10.7% | - |
| 60871r209 | - | MOLSON COORS BREWING CO | 4,519,677 | $259M | 4.96% | -2.4% | - |
| USFD | US | US FOODS HOLDING CORP | 3,666,227 | $247M | 4.74% | -34.3% | - |
| 36168q104 | - | GFL ENVIRONMENTAL | 5,318,610 | $237M | 4.54% | -12.4% | - |
| 12541w209 | - | C H ROBINSON WORLDWIDE INC | 2,012,707 | $208M | 3.98% | -2.9% | - |
| LW | US | LAMB WESTON HOLDINGS INC | 3,072,704 | $205M | 3.93% | -1.1% | - |
| 05352a100 | - | AVANTOR | 8,145,825 | $172M | 3.29% | 43.6% | - |
| SYY | US | SYSCO CORP | 2,131,171 | $163M | 3.12% | -2.7% | - |
| g96629103 | - | WILLIS TOWERS WATSON PLC | 510,500 | $160M | 3.06% | -2.4% | - |
| 29272w109 | - | ENERGIZER HLDGS INC NEW | 4,077,205 | $142M | 2.73% | -14.6% | - |
| WLY | US | WILEY (JOHN) & SONS-CLASS A | 3,048,882 | $133M | 2.55% | -7.1% | - |
| HSIC | US | HENRY SCHEIN INC | 1,744,225 | $121M | 2.31% | 24.8% | - |
| HI | US | HILLENBRAND INC | 3,746,751 | $115M | 2.21% | -0.2% | - |
| 31428x106 | - | FEDEX CORPORATION | 342,598 | $96M | 1.85% | -1.6% | - |
| BRO | US | BROWN & BROWN INC | 947,980 | $97M | 1.85% | -2.9% | - |
| 12685j105 | - | CABLE ONE INC COM | 266,258 | $96M | 1.85% | -3.1% | - |
| MIDD | US | MIDDLEBY CORP | 678,250 | $92M | 1.76% | 100.0% | - |