Arkolith/Funds/Champlain Investment Partners, LLC

Champlain Investment Partners, LLC

CIK 1315478
Holdings as of Mar 31, 2026·disclosed May 13, 2026·~43-day 13F lag·13F-HR
Active Filer

Champlain Investment Partners, LLC holds a diversified book of 130 stocks worth $7.9B as of Q1 2026 (disclosed May 13, 2026, a ~45-day 13F lag). This quarter they opened Eog Resources Inc and trimmed Penumbra Inc. Their largest long position is Tradeweb Markets Inc-Class A at 2% of the equity book.

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Use Arkolith to show Champlain Investment Partners, LLC's latest
holdings, largest changes, and filing provenance.
Opened
19
new positions
Added to
29
existing
Trimmed
82
reduced
Sold out
17
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
10%
Top 10 holdings
18%
Top 20 holdings
33%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
23%
Financials
20%
Industrials
20%
Health Care
16%
Consumer Discretionary
11%
Materials
3%
Energy
3%
Consumer Staples
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

130 positions
#SecurityValueShares% PortLast moveHistory
1Tradeweb MKTS Inc
CL A
$172.9M1.47M
2.2%
+21%
Added · +253K sh
2Penumbra Inc
COM
$161.4M491.4K
2.0%
−18%
Reduced · −110K sh
3Eog Res Inc
COM
$153.2M1.06M
1.9%
New
New position
4Synopsys Inc
COM
$152.6M384.8K
1.9%
+39%
Added · +108K sh
5Nutanix Inc
CL A
$152.4M4.01M
1.9%
+18%
Added · +599K sh
6Fastenal Co
COM
$134.6M2.90M
1.7%
+7.2%
Added · +194K sh
7Aaon Inc
COM PAR $0.004
$132.6M1.60M
1.7%
−3.8%
Reduced · −63K sh
8Veeva Sys Inc
CL A COM
$129.7M738.4K
1.6%
+81%
Added · +330K sh
9Akamai Technologies Inc
COM
$129.2M1.13M
1.6%
+7.4%
Added · +77K sh
10Esab Corporation
COM
$126.1M1.30M
1.6%
−14%
Reduced · −218K sh
11Everpure Inc
CL A
$122.8M2.08M
1.6%
+43%
Added · +622K sh
12Idex Corp
COM
$121.4M640.3K
1.5%
−23%
Reduced · −190K sh
13Arch Cap Group Ltd
ORD
$121.2M1.26M
1.5%
−4.8%
Reduced · −64K sh
14Texas Pacific Land Corporati
COM
$120.0M253.0K
1.5%
New
New position
15Cullen Frost Bankers Inc
COM
$117.2M855.2K
1.5%
−27%
Reduced · −313K sh
16Floor & Decor Hldgs Inc
CL A
$115.5M2.27M
1.5%
+28%
Added · +499K sh
17Cooper Cos Inc
COM
$115.0M1.61M
1.5%
−9.1%
Reduced · −162K sh
18Cava Group Inc
COM
$113.0M1.40M
1.4%
−23%
Reduced · −418K sh
19Wyndham Hotels & Resorts Inc
COM
$111.9M1.38M
1.4%
−22%
Reduced · −395K sh
20Commerce Bancshares Inc
COM
$111.5M2.27M
1.4%
+102%
Added · +1.1M sh
21Hamilton Lane Inc
CL A
$108.1M1.09M
1.4%
+2.4%
Added · +26K sh
22WW Grainger Inc
COM
$107.6M98.6K
1.4%
−24%
Reduced · −32K sh
23Carlisle Cos Inc
COM
$105.7M317.0K
1.3%
−5.4%
Reduced · −18K sh
24Okta Inc
CL A
$105.5M1.34M
1.3%
−11%
Reduced · −171K sh
25Msa Safety Inc
COM
$105.2M641.9K
1.3%
−40%
Reduced · −419K sh
26Houlihan Lokey Inc
CL A
$103.1M717.7K
1.3%
+56%
Added · +259K sh
27Dominos Pizza Inc
COM
$102.4M285.4K
1.3%
−10%
Reduced · −33K sh
28Ametek Inc
COM
$91.2M425.4K
1.2%
−31%
Reduced · −191K sh
29Sprouts FMRS MKT Inc
COM
$91.1M1.18M
1.2%
+15%
Added · +158K sh
30Tractor Supply Co
COM
$91.1M2.01M
1.2%
New
New position
31Waste Connections Inc
COM
$90.5M557.0K
1.1%
+35%
Added · +145K sh
32Mettler Toledo International
COM
$88.5M70.2K
1.1%
−31%
Reduced · −31K sh
33Xylem Inc
COM
$87.4M731.7K
1.1%
−13%
Reduced · −112K sh
34Wingstop Inc
COM
$84.4M544.4K
1.1%
−20%
Reduced · −134K sh
35Celsius Hldgs Inc
COM NEW
$84.3M2.37M
1.1%
+341%
Added · +1.8M sh
36Procore Technologies Inc
COM
$83.8M1.47M
1.1%
−8.5%
Reduced · −136K sh
37Waters Corp
COM
$83.3M279.8K
1.1%
−11%
Reduced · −33K sh
38Datadog Inc
CL A COM
$83.0M703.5K
1.1%
+39%
Added · +199K sh
39Edwards Lifesciences Corp
COM
$82.8M1.03M
1.1%
−40%
Reduced · −701K sh
40Gitlab Inc
CLASS A COM
$82.5M3.81M
1.0%
−6.8%
Reduced · −279K sh
41Msci Inc
COM
$82.1M152.2K
1.0%
−39%
Reduced · −97K sh
42Repligen Corp
COM
$81.7M693.9K
1.0%
−31%
Reduced · −310K sh
43Toast Inc
CL A
$81.3M3.07M
1.0%
+5.6%
Added · +162K sh
44Axon Enterprise Inc
COM
$81.2M191.3K
1.0%
+5.5%
Added · +10K sh
45Autodesk Inc
COM
$80.2M334.9K
1.0%
+23%
Added · +63K sh
46E L F Beauty Inc
COM
$78.4M1.29M
1.0%
+6.5%
Added · +79K sh
47Ryan Specialty Holdings Inc
CL A
$76.6M2.27M
1.0%
−11%
Reduced · −286K sh
48Bio-Techne Corp
COM
$76.0M1.45M
1.0%
+3.6%
Added · +50K sh
49Chewy Inc
CL A
$74.3M2.75M
0.9%
−3.5%
Reduced · −101K sh
50Kinsale Cap Group Inc
COM
$73.4M214.8K
0.9%
−9.8%
Reduced · −23K sh
Showing 50 of 130 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 13, 2026130$7.9B13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026128$9.9B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025135$13.3B13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025135$14.3B13F-HR
Q1 2025Mar 31, 2025May 14, 2025139$13.8B13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025133$15.8B13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024124$16.5B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024122$16.3B13F-HR
Q1 2024Mar 31, 2024May 13, 2024126$17.5B13F-HR
Q4 2023Dec 31, 2023Feb 13, 2024125$16.9B13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023126$15.4B13F-HR
Q2 2023Jun 30, 2023Aug 11, 2023121$16.2B13F-HR
Q1 2023Mar 31, 2023May 12, 2023129$15.9B13F-HR
Q4 2022Dec 31, 2022Feb 13, 2023132$15.6B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022130$14.6B13F-HR
Q2 2022Jun 30, 2022Aug 12, 2022135$15.5B13F-HR
Q1 2022Mar 31, 2022May 12, 2022141$19.3B13F-HR
Q4 2021Dec 31, 2021Feb 10, 2022145$22.1B13F-HR
Q3 2021Sep 30, 2021Nov 12, 2021144$20.9B13F-HR
Q2 2021Jun 30, 2021Aug 12, 2021139$21.0B13F-HR
Q1 2021Mar 31, 2021May 13, 2021136$19.2B13F-HR
Q4 2020Dec 31, 2020Feb 12, 2021122$17.4B13F-HR
Q3 2020Sep 30, 2020Nov 13, 2020126$14.7B13F-HR
Q2 2020Jun 30, 2020Aug 13, 2020121$13.9B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.