Clarkston Capital Partners, LLC 13F 持仓 · 2026年Q2
Clarkston Capital Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 96 只证券，申报市值合计 11.84 亿美元。前几大持仓：POST（8.99%）、CLVT（8.34%）、AMG（6.54%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | POST | POST HLDGS INC | $106.4M | 8.99% | 1.2M | 增持 |
| 2 | CLVT | CLARIVATE PLC | $98.8M | 8.34% | 45.7M | 增持 |
| 3 | AMG | AFFILIATED MANAGERS GROUP | $77.4M | 6.54% | 228,683 | 减持 |
| 4 | AVTR | AVANTOR INC | $67.2M | 5.68% | 6.8M | 减持 |
| 5 | CCC | CCC INTELLIGENT SOLUTIONS HL | $64.6M | 5.45% | 12.5M | 增持 |
| 6 | LKQ | LKQ CORP | $42.6M | 3.60% | 1.6M | 增持 |
| 7 | MIDD | MIDDLEBY CORP | $41.9M | 3.54% | 243,851 | 减持 |
| 8 | NVST | ENVISTA HOLDINGS CORPORATION | $38.8M | 3.28% | 1.5M | 增持 |
| 9 | ROP | ROPER TECHNOLOGIES INC | $38.1M | 3.22% | 112,559 | 增持 |
| 10 | WLY | WILEY JOHN & SONS INC | $36.8M | 3.11% | 759,081 | 减持 |
| 11 | HSIC | SCHEIN HENRY INC | $35.2M | 2.97% | 421,074 | 减持 |
| 12 | LW | LAMB WESTON HLDGS INC | $34.2M | 2.89% | 791,480 | 减持 |
| 13 | GFL | GFL ENVIRONMENTAL INC | $32.3M | 2.73% | 878,909 | 减持 |
| 14 | WAY | WAYSTAR HLDG CORP | $32.0M | 2.71% | 1.6M | 增持 |
| 15 | PRMB | PRIMO BRANDS CORPORATION | $27.3M | 2.30% | 1.1M | 减持 |
| 16 | RYAN | RYAN SPECIALTY HOLDINGS INC | $26.8M | 2.27% | 710,745 | 增持 |
| 17 | IT | GARTNER INC | $25.6M | 2.16% | 197,571 | 减持 |
| 18 | BRO | BROWN & BROWN INC | $25.4M | 2.14% | 395,886 | 减持 |
| 19 | LPLA | LPL FINL HLDGS INC | $21.5M | 1.82% | 76,499 | 减持 |
| 20 | IQV | IQVIA HLDGS INC | $20.3M | 1.71% | 104,939 | 减持 |
| 21 | USFD | US FOODS HLDG CORP | $19.2M | 1.62% | 187,615 | 减持 |
| 22 | ENR | ENERGIZER HLDGS INC | $18.2M | 1.54% | 848,175 | 减持 |
| 23 | ABNB | AIRBNB INC | $17.4M | 1.47% | 121,653 | 减持 |
| 24 | LSTR | LANDSTAR SYS INC | $17.1M | 1.44% | 82,510 | 减持 |
| 25 | NEOG | NEOGEN CORP | $16.6M | 1.40% | 1.8M | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR