Clarkston Capital Partners
Clarkston Capital Partners reported 96 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are POST (9.0%), CLVT (8.3%) and AMG (6.5%). Compared with Q1 2026, the fund opened new positions in TYL, VEEV and NIQ, added to POST, CLVT and CCC, trimmed AMG, AVTR and MIDD and sold out of TAP, BRBR and IEX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  POST Post Hldgs Inc | $106M | 9.0% | 1.2M | +13K (+1%) | 8 of 8 | |
| 2 |  CLVT Clarivate PLC | $98.8M | 8.3% | 45.7M | +2.9M (+7%) | 8 of 8 | |
| 3 |  AMG Affiliated Managers Group in | $77.4M | 6.5% | 229K | −85K (−27%) | 8 of 8 | |
| 4 |  AVTR Avantor Inc | $67.2M | 5.7% | 6.8M | −1.8M (−21%) | 8 of 8 | |
| 5 |  CCC Ccc Intelligent Solutions HL | $64.6M | 5.5% | 12.5M | +2.9M (+31%) | 6 of 8 | |
| 6 |  LKQ Lkq Corp | $42.6M | 3.6% | 1.6M | +80K (+5%) | 7 of 8 | |
| 7 |  MIDD Middleby Corp | $41.9M | 3.5% | 244K | −46K (−16%) | 7 of 8 | |
| 8 |  NVST Envista Holdings Corporation | $38.8M | 3.3% | 1.5M | +292K (+25%) | 8 of 8 | |
| 9 |  ROP Roper Technologies | $38.1M | 3.2% | 113K | +18K (+19%) | 3 of 8 | |
| 10 |  WLY WILEY JOHN & SONS INC | $36.8M | 3.1% | 759K | −183K (−19%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TAP Molson Coors Beverag B | $28.6M | 665K |
 BRBR Bellring Brands Inc | $7.2M | 447K |
 IEX Idex Corp | $6.9M | 36K |
 OAKM Harris Oakmark ETF Trust | $1.4M | 51K |
 XOM Exxon Mobil Corp | $792K | 4,670 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Clarkston Capital Partners 13F FAQ
What does Clarkston Capital Partners own?
Clarkston Capital Partners reported 96 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are POST (9.0%), CLVT (8.3%) and AMG (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did Clarkston Capital Partners buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 14 added to, 62 trimmed and 8 sold out. New positions include TYL, VEEV and NIQ. It sold all of TAP, BRBR and IEX.
When will Clarkston Capital Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Clarkston Capital Partners's portfolio worth?
The Q2 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.