Arkolith/Funds/Champlain Investment Partners, LLC

Champlain Investment Partners, LLC

CIK 1315478
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Champlain Investment Partners, LLC holds a diversified book of 129 stocks worth $3.9B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Teradyne Inc and trimmed Nutanix Inc - A. Their largest long position is Nutanix Inc - A at 3% of the equity book.

Opened
24
bought for the first time
Added to
7
already held, bought more
Trimmed
115
sold some, still holds it
Sold out
8
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
10%
Top 10 holdings
18%
Top 20 holdings
30%

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
25%
Financials
19%
Industrials
19%
Health Care
17%
Consumer Discretionary
10%
Materials
4%
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

Funds with the most overlap

Other tracked managers holding the same core names as Champlain Investment Partners, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$116.6B
VANGUARD CAPITAL MANAGEMENT LLC80 / 80$74.3B
STATE STREET CORP80 / 80$67.6B
VANGUARD PORTFOLIO MANAGEMENT LLC80 / 80$56.7B
GEODE CAPITAL MANAGEMENT, LLC80 / 80$38.9B
FMR LLC80 / 80$28.2B
MORGAN STANLEY80 / 80$25.2B
JPMORGAN CHASE & CO80 / 80$18.8B

Ranked by how many of Champlain Investment Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

129 positions
#SecurityValueShares% PortLast moveHistory
1Nutanix Inc
CL A
$103.7M2.03M
2.7%
−49%
Reduced · −2.0M sh
2Everpure Inc
CL A
$90.1M1.14M
2.3%
−45%
Reduced · −937K sh
3Esab Corporation
COM
$74.6M756.1K
1.9%
−42%
Reduced · −549K sh
4Penumbra Inc
COM
$69.2M219.0K
1.8%
−55%
Reduced · −272K sh
5Wyndham Hotels & Resorts Inc
COM
$59.9M711.3K
1.5%
−48%
Reduced · −667K sh
6Sprouts FMRS MKT Inc
COM
$59.1M698.4K
1.5%
−41%
Reduced · −483K sh
7Cullen Frost Bankers Inc
COM
$58.7M379.6K
1.5%
−56%
Reduced · −476K sh
8Okta Inc
CL A
$56.4M413.0K
1.4%
−69%
Reduced · −928K sh
9Commerce Bancshares Inc
COM
$56.1M971.9K
1.4%
−57%
Reduced · −1.3M sh
10Msa Safety Inc
COM
$55.9M320.2K
1.4%
−50%
Reduced · −322K sh
11Cava Group Inc
COM
$55.0M701.1K
1.4%
−50%
Reduced · −696K sh
12Synopsys Inc
COM
$54.1M121.2K
1.4%
−68%
Reduced · −264K sh
13Floor & Decor Hldgs Inc
CL A
$53.6M903.5K
1.4%
−60%
Reduced · −1.4M sh
14Novanta Inc
COM
$52.9M326.0K
1.4%
−17%
Reduced · −66K sh
15Commvault Sys Inc
COM
$48.4M341.6K
1.2%
−13%
Reduced · −50K sh
16SPX Technologies Inc
COM
$47.6M194.3K
1.2%
−15%
Reduced · −35K sh
17Eog Res Inc
COM
$46.7M360.0K
1.2%
−66%
Reduced · −700K sh
18Aaon Inc
COM PAR $0.004
$45.9M361.6K
1.2%
−77%
Reduced · −1.2M sh
19Simpson MFG Inc
COM
$45.0M214.8K
1.2%
−16%
Reduced · −40K sh
20Texas Pacific Land Corporati
COM
$43.6M99.6K
1.1%
−61%
Reduced · −153K sh
21Repligen Corp
COM
$43.5M319.0K
1.1%
−54%
Reduced · −375K sh
22Tradeweb MKTS Inc
CL A
$43.3M434.8K
1.1%
−70%
Reduced · −1.0M sh
23Veeva Sys Inc
CL A COM
$43.3M244.1K
1.1%
−67%
Reduced · −494K sh
24Fastenal Co
COM
$42.8M891.3K
1.1%
−69%
Reduced · −2.0M sh
25Wingstop Inc
COM
$42.6M245.4K
1.1%
−55%
Reduced · −299K sh
26Idex Corp
COM
$40.5M178.5K
1.0%
−72%
Reduced · −462K sh
27Rambus Inc Del
COM
$39.7M299.4K
1.0%
−16%
Reduced · −58K sh
28CSW Industrials Inc
COM
$38.5M138.5K
1.0%
−15%
Reduced · −24K sh
29Glaukos Corp
COM
$38.5M275.2K
1.0%
−14%
Reduced · −44K sh
30Credo Technology Group Holdi
ORDINARY SHARES
$38.3M141.0K
1.0%
−69%
Reduced · −320K sh
31WW Grainger Inc
COM
$37.9M27.8K
1.0%
−72%
Reduced · −71K sh
32Skyward Specialty Ins Group
COM
$37.7M645.5K
1.0%
−16%
Reduced · −119K sh
33Matador Res Co
COM
$37.0M742.7K
0.9%
−0.3%
Reduced · −2K sh
34Rubrik Inc.
CL A
$36.6M456.3K
0.9%
−64%
Reduced · −804K sh
35Toast Inc
CL A
$36.6M1.31M
0.9%
−57%
Reduced · −1.8M sh
36Palo Alto Networks Inc
COM
$36.4M106.8K
0.9%
−71%
Reduced · −268K sh
37RB Global Inc
COM
$36.3M311.8K
0.9%
−16%
Reduced · −57K sh
38Carlisle Cos Inc
COM
$36.3M100.0K
0.9%
−68%
Reduced · −217K sh
39Axon Enterprise Inc
COM
$36.2M64.6K
0.9%
−66%
Reduced · −127K sh
40Arch Cap Group Ltd
ORD
$36.0M370.7K
0.9%
−71%
Reduced · −892K sh
41Kinsale Cap Group Inc
COM
$35.3M107.0K
0.9%
−50%
Reduced · −108K sh
42Palomar Hldgs Inc
COM
$34.4M272.5K
0.9%
−17%
Reduced · −54K sh
43First Finl Bankshares Inc
COM
$33.8M976.4K
0.9%
−17%
Reduced · −197K sh
44Kadant Inc
COM
$33.7M107.3K
0.9%
−17%
Reduced · −22K sh
45Vericel Corp
COM
$33.6M755.8K
0.9%
−7.3%
Reduced · −59K sh
46Ametek Inc
COM
$33.5M138.5K
0.9%
−67%
Reduced · −287K sh
47Cactus Inc
CL A
$32.5M633.4K
0.8%
−2.0%
Reduced · −13K sh
48Valvoline Inc
COM
$32.3M817.5K
0.8%
−19%
Reduced · −188K sh
49Brinker Intl Inc
COM
$31.8M189.3K
0.8%
+19%
Added · +30K sh
50Celsius Hldgs Inc
COM NEW
$31.7M1.08M
0.8%
−54%
Reduced · −1.3M sh
Showing 50 of 129 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 2026129$3.9B13F-HR
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

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.