Clarkston Capital Partners, LLC holds a focused book of 96 stocks worth $1.2B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Tyler Technologies Inc and trimmed Affiliated Managers Group. Their largest long position is Post Holdings Inc at 9% of the equity book. Cloning the disclosed picks since 2024 would be +7% (+4.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 1.8 points over this window.
Growth of $10,000 cloning Clarkston Capital Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Clarkston Capital Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $1.4T |
| FMR LLC | 80 / 80 | $421.9B |
| MORGAN STANLEY | 80 / 80 | $326.5B |
| JPMORGAN CHASE & CO | 80 / 80 | $312.5B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $186.3B |
| NORTHERN TRUST CORP | 80 / 80 | $184.8B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $146.8B |
| Bank of New York Mellon Corp | 80 / 80 | $129.3B |
Ranked by how many of Clarkston Capital Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Post Hldgs Inc COM | $106.4M | 1.21M | 9.0% | ▲+1.1% Added · +13K sh | |
| 2 | Clarivate PLC ORD SHS | $98.8M | 45.73M | 8.3% | ▲+6.7% Added · +2.9M sh | |
| 3 | Affiliated Managers Group COM | $77.4M | 228.7K | 6.5% | ▼−27% Reduced · −85K sh | |
| 4 | Avantor Inc COM | $67.2M | 6.79M | 5.7% | ▼−21% Reduced · −1.8M sh | |
| 5 | CCC Intelligent Solutions HL COM | $64.6M | 12.52M | 5.5% | ▲+31% Added · +2.9M sh | |
| 6 | LKQ Corp COM | $42.6M | 1.62M | 3.6% | ▲+5.2% Added · +80K sh | |
| 7 | Middleby Corp COM | $41.9M | 243.9K | 3.5% | ▼−16% Reduced · −46K sh | |
| 8 | Envista Holdings Corporation COM | $38.8M | 1.47M | 3.3% | ▲+25% Added · +292K sh | |
| 9 | Roper Technologies Inc COM | $38.1M | 112.6K | 3.2% | ▲+19% Added · +18K sh | |
| 10 | Wiley John & Sons Inc CL A | $36.8M | 759.1K | 3.1% | ▼−19% Reduced · −183K sh | |
| 11 | Schein Henry Inc COM | $35.2M | 421.1K | 3.0% | ▼−13% Reduced · −63K sh | |
| 12 | Lamb Weston Hldgs Inc COM | $34.2M | 791.5K | 2.9% | ▼−20% Reduced · −199K sh | |
| 13 | GFL Environmental Inc SUB VTG SHS | $32.3M | 878.9K | 2.7% | ▼−5.5% Reduced · −51K sh | |
| 14 | Waystar Hldg Corp COM | $32.0M | 1.56M | 2.7% | ▲+64% Added · +610K sh | |
| 15 | Primo Brands Corporation CLASS A COM SHS | $27.3M | 1.12M | 2.3% | ▼−15% Reduced · −201K sh | |
| 16 | Ryan Specialty Holdings Inc CL A | $26.8M | 710.7K | 2.3% | ▲+135% Added · +409K sh | |
| 17 | Gartner Inc COM | $25.6M | 197.6K | 2.2% | ▼−14% Reduced · −32K sh | |
| 18 | Brown & Brown Inc COM | $25.4M | 395.9K | 2.1% | ▼−4.6% Reduced · −19K sh | |
| 19 | LPL Finl Hldgs Inc COM | $21.5M | 76.5K | 1.8% | ▼−21% Reduced · −20K sh | |
| 20 | Iqvia Hldgs Inc COM | $20.3M | 104.9K | 1.7% | ▼−20% Reduced · −25K sh | |
| 21 | US Foods Hldg Corp COM | $19.2M | 187.6K | 1.6% | ▼−35% Reduced · −102K sh | |
| 22 | Energizer Hldgs Inc COM | $18.2M | 848.2K | 1.5% | ▼−39% Reduced · −550K sh | |
| 23 | Airbnb Inc COM CL A | $17.4M | 121.7K | 1.5% | ▼−18% Reduced · −27K sh | |
| 24 | Landstar Sys Inc COM | $17.1M | 82.5K | 1.4% | ▼−23% Reduced · −25K sh | |
| 25 | Neogen Corp COM | $16.6M | 1.85M | 1.4% | ▼−16% Reduced · −356K sh | |
| 26 | Becton Dickinson & Co COM | $16.2M | 106.9K | 1.4% | ▼−18% Reduced · −24K sh | |
| 27 | Fidelity Natl Information SV COM | $15.3M | 392.7K | 1.3% | ▼−1.3% Reduced · −5K sh | |
| 28 | Fortive Corp COM | $15.0M | 246.2K | 1.3% | ▼−29% Reduced · −102K sh | |
| 29 | Ralliant Corp COM | $14.4M | 196.1K | 1.2% | ▼−49% Reduced · −189K sh | |
| 30 | Tyler Technologies Inc COM | $11.2M | 38.5K | 0.9% | ▲New New position | |
| 31 | C H Robinson Worldwide In COM NEW | $11.1M | 58.9K | 0.9% | ▼−49% Reduced · −57K sh | |
| 32 | Schwab Charles Corp COM | $9.8M | 106.6K | 0.8% | ▼−13% Reduced · −16K sh | |
| 33 | International Flavors&fragra COM | $8.9M | 111.8K | 0.7% | ▼−30% Reduced · −47K sh | |
| 34 | Veeva Sys Inc CL A COM | $7.8M | 43.9K | 0.7% | ▲New New position | |
| 35 | Niq Global Intelligence PLC ORDINARY SHARES | $6.8M | 727.9K | 0.6% | ▲New New position | |
| 36 | Capital One Finl Corp COM | $4.9M | 24.6K | 0.4% | ▼−36% Reduced · −14K sh | |
| 37 | American Express Co COM | $4.3M | 12.7K | 0.4% | ▼−14% Reduced · −2K sh | |
| 38 | Anheuser Busch Inbev Sa NV SPONSORED ADR | $3.6M | 44.0K | 0.3% | ▼−45% Reduced · −36K sh | |
| 39 | Alphabet Inc CAP STK CL A | $3.4M | 9.5K | 0.3% | ▼−30% Reduced · −4K sh | |
| 40 | Sysco Corp COM | $3.4M | 40.4K | 0.3% | ▼−10% Reduced · −5K sh | |
| 41 | Microsoft Corp COM | $3.2M | 8.6K | 0.3% | ▼−10% Reduced · −983 sh | |
| 42 | Ishares TR CORE S&P500 ETF | $3.1M | 4.1K | 0.3% | ▼−2.8% Reduced · −118 sh | |
| 43 | Danaher Corp Del COM | $3.0M | 15.6K | 0.3% | ▼−14% Reduced · −2K sh | |
| 44 | Willis Towers Watson PLC Ltd SHS | $2.7M | 10.2K | 0.2% | ▼−68% Reduced · −22K sh | |
| 45 | Pepsico Inc COM | $2.4M | 17.6K | 0.2% | ▼−13% Reduced · −3K sh | |
| 46 | Paychex Inc COM | $2.2M | 22.7K | 0.2% | ▲+16% Added · +3K sh | |
| 47 | Apple Inc COM | $2.2M | 7.5K | 0.2% | ▼−32% Reduced · −3K sh | |
| 48 | Mastercard Incorporated CL A | $2.2M | 4.2K | 0.2% | ▼−3.9% Reduced · −171 sh | |
| 49 | Fedex Corp COM | $2.1M | 6.6K | 0.2% | ▼−75% Reduced · −20K sh | |
| 50 | SPDR Index SHS FDS ST STR PO EX ETF | $2.0M | 39.5K | 0.2% | —Held |
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1562855/holdings"
Use Arkolith to show Clarkston Capital Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 96 | $1.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 100 | $1.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 226 | $4.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 207 | $4.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 155 | $4.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 149 | $5.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 161 | $5.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 153 | $5.4B | 13F-HR |
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. The performance line is a simulation of the disclosed long book, not an audited return.