Q4 2025 · 13F-HR
Champlain Investment Partners, LLCholdings as filed
Filed 2026-02-13 · accession 0001315478-26-000015
$9.88B
Reported value
128
Positions
2025-12-31
Period end
The Brief · Champlain Investment Partners, LLC · Q4 2025
AI · grounded in 13F
Champlain Investment Partners, LLC closed its position in EG for a reduction of $134.5M. The fund also exited ROK for $124.5M and trimmed its stake in NVT by 78.8%. On the buy side, the fund established new positions in FND for $108.1M, BRO for $87.6M, and SFM for $81.6M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 70975L107 | PEN | PENUMBRA INC | $187.1M | 1.89% | 601,804 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $176.3M | 1.79% | 3,411,175 | Common | SOLE |
| 29605J106 | ESAB | ESAB CORPORATION | $170.1M | 1.72% | 1,522,587 | Common | SOLE |
| 553498106 | MSA | MSA SAFETY INC | $169.9M | 1.72% | 1,061,052 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $166.0M | 1.68% | 5,489,498 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $164.5M | 1.67% | 1,003,951 | Common | SOLE |
| 974155103 | WING | WINGSTOP INC | $161.7M | 1.64% | 678,213 | Common | SOLE |
| 37637K108 | GTLB | GITLAB INC | $153.5M | 1.55% | 4,089,488 | Common | SOLE |
| 229899109 | CFR | CULLEN FROST BANKERS INC | $147.9M | 1.50% | 1,168,081 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $147.8M | 1.50% | 1,734,212 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $147.8M | 1.50% | 830,647 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $145.0M | 1.47% | 1,769,740 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $142.8M | 1.45% | 248,924 | Common | SOLE |
| 407497106 | HLNE | HAMILTON LANE INC | $142.5M | 1.44% | 1,061,264 | Common | SOLE |
| 592688105 | MTD | METTLER TOLEDO INTERNATIONAL | $141.1M | 1.43% | 101,191 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $137.4M | 1.39% | 1,352,745 | Common | SOLE |
| 98311A105 | WH | WYNDHAM HOTELS & RESORTS INC | $134.0M | 1.36% | 1,773,109 | Common | SOLE |
| 25754A201 | DPZ | DOMINOS PIZZA INC | $132.8M | 1.34% | 318,654 | Common | SOLE |
| 78351F107 | RYAN | RYAN SPECIALTY HOLDINGS INC | $132.0M | 1.34% | 2,555,727 | Common | SOLE |
| 384802104 | GWW | WW GRAINGER INC | $131.5M | 1.33% | 130,356 | Common | SOLE |
| 892672106 | TW | TRADEWEB MKTS INC | $130.8M | 1.32% | 1,216,346 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $130.8M | 1.32% | 475,355 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $130.7M | 1.32% | 1,511,780 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $130.0M | 1.32% | 276,826 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAP GROUP LTD | $127.2M | 1.29% | 1,326,264 | Common | SOLE |
| 000360206 | AAON | AAON INC | $126.9M | 1.29% | 1,664,703 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $126.6M | 1.28% | 616,857 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $118.8M | 1.20% | 312,768 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC | $118.5M | 1.20% | 1,740,550 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $116.8M | 1.18% | 1,605,438 | Common | SOLE |
| 98419M100 | XYL | XYLEM INC | $114.8M | 1.16% | 843,180 | Common | SOLE |
| 81768T108 | SFBS | SERVISFIRST BANCSHARES INC | $112.6M | 1.14% | 1,568,859 | Common | SOLE |
| 655663102 | NDSN | NORDSON CORP | $112.2M | 1.14% | 466,728 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $111.7M | 1.13% | 266,059 | Common | SOLE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $110.0M | 1.11% | 808,291 | Common | SOLE |
| 92338C103 | VLTO | VERALTO CORP | $109.7M | 1.11% | 1,099,540 | Common | SOLE |
| 311900104 | FAST | FASTENAL CO | $108.6M | 1.10% | 2,706,903 | Common | SOLE |
| 358039105 | FRPT | FRESHPET INC | $108.2M | 1.10% | 1,776,396 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC | $108.1M | 1.09% | 1,774,674 | Common | SOLE |
| 142339100 | CSL | CARLISLE COS INC | $107.2M | 1.09% | 335,065 | Common | SOLE |
| 148929102 | CAVA | CAVA GROUP INC | $106.5M | 1.08% | 1,814,939 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $103.2M | 1.04% | 2,905,648 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $102.9M | 1.04% | 181,220 | Common | SOLE |
| 303075105 | FDS | FACTSET RESH SYS INC | $99.6M | 1.01% | 343,281 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $98.9M | 1.00% | 460,645 | Common | SOLE |
| 74624M102 | P | PURE STORAGE INC | $97.8M | 0.99% | 1,458,796 | Common | SOLE |
| 34959J108 | FTV | FORTIVE CORP | $97.4M | 0.99% | 1,763,637 | Common | SOLE |
| 533900106 | LECO | LINCOLN ELEC HLDGS INC | $94.4M | 0.96% | 393,724 | Common | SOLE |
| 16679L109 | CHWY | CHEWY INC | $94.2M | 0.95% | 2,850,818 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $93.2M | 0.94% | 238,175 | Common | SOLE |
| 26856L103 | ELF | E L F BEAUTY INC | $92.3M | 0.93% | 1,213,647 | Common | SOLE |
| 00971T101 | AKAM | AKAMAI TECHNOLOGIES INC | $91.4M | 0.93% | 1,048,035 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $91.1M | 0.92% | 407,979 | Common | SOLE |
| 05589G102 | BWIN | THE BALDWIN INSURANCE GRP IN | $87.7M | 0.89% | 3,650,410 | Common | SOLE |
| 115236101 | BRO | BROWN & BROWN INC | $87.6M | 0.89% | 1,099,310 | Common | SOLE |
| 09073M104 | TECH | BIO-TECHNE CORP | $82.6M | 0.84% | 1,403,769 | Common | SOLE |
| G8473T100 | STE | STERIS PLC | $82.3M | 0.83% | 324,600 | Common | SOLE |
| 85208M102 | SFM | SPROUTS FMRS MKT INC | $81.6M | 0.83% | 1,023,681 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $80.6M | 0.82% | 272,185 | Common | SOLE |
| 441593100 | HLI | HOULIHAN LOKEY INC | $80.0M | 0.81% | 459,100 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $77.1M | 0.78% | 418,715 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $74.6M | 0.76% | 331,884 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $72.3M | 0.73% | 412,335 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $68.6M | 0.69% | 504,408 | Common | SOLE |
| 384109104 | GGG | GRACO INC | $67.8M | 0.69% | 826,576 | Common | SOLE |
| 126402106 | CSW | CSW INDUSTRIALS INC | $63.1M | 0.64% | 214,887 | Common | SOLE |
| 379577208 | GMED | GLOBUS MED INC | $62.4M | 0.63% | 714,973 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $61.8M | 0.63% | 1,373,352 | Common | SOLE |
| 200525103 | CBSH | COMMERCE BANCSHARES INC | $58.8M | 0.60% | 1,123,994 | Common | SOLE |
| 10576N102 | BRZE | BRAZE INC | $57.3M | 0.58% | 1,670,640 | Common | SOLE |
| 67000B104 | NOVT | NOVANTA INC | $57.2M | 0.58% | 481,064 | Common | SOLE |
| 48282T104 | KAI | KADANT INC | $52.6M | 0.53% | 184,546 | Common | SOLE |
| 829073105 | SSD | SIMPSON MFG INC | $51.0M | 0.52% | 315,990 | Common | SOLE |
| 204166102 | CVLT | COMMVAULT SYS INC | $51.0M | 0.52% | 406,457 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS INC | $50.7M | 0.51% | 467,492 | Common | SOLE |
| 854231107 | SXI | STANDEX INTL CORP | $50.6M | 0.51% | 232,763 | Common | SOLE |
| 78473E103 | SPXC | SPX TECHNOLOGIES INC | $50.2M | 0.51% | 250,936 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $49.4M | 0.50% | 1,301,060 | Common | SOLE |
| 32020R109 | FFIN | FIRST FINL BANKSHARES INC | $49.3M | 0.50% | 1,651,786 | Common | SOLE |
| 74935Q107 | RBA | RB GLOBAL INC | $48.7M | 0.49% | 473,861 | Common | SOLE |
| 477839104 | JBTM | JBT MAREL CORPORATION | $48.2M | 0.49% | 319,576 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $47.5M | 0.48% | 3,164,468 | Common | SOLE |
| 830940102 | SKWD | SKYWARD SPECIALTY INS GROUP | $47.2M | 0.48% | 923,512 | Common | SOLE |
| 292765104 | EPAC | ENERPAC TOOL GROUP CORP | $47.0M | 0.48% | 1,230,327 | Common | SOLE |
| 04963C209 | ATRC | ATRICURE INC | $46.4M | 0.47% | 1,173,605 | Common | SOLE |
| 01644J108 | ALKT | ALKAMI TECHNOLOGY INC | $45.8M | 0.46% | 1,984,261 | Common | SOLE |
| 74276L105 | PRCT | PROCEPT BIOROBOTICS CORP | $45.3M | 0.46% | 1,441,034 | Common | SOLE |
| 69753M105 | PLMR | PALOMAR HLDGS INC | $44.8M | 0.45% | 332,544 | Common | SOLE |
| 152413100 | CBC | CENTRAL BANCOMPANY | $42.2M | 0.43% | 1,748,118 | Common | SOLE |
| 68278B107 | K4F | ONESTREAM INC | $38.9M | 0.39% | 2,116,556 | Common | SOLE |
| 61174X109 | MNST | MONSTER BEVERAGE CORP NEW | $38.7M | 0.39% | 504,170 | Common | SOLE |
| G6700G107 | NVT | NVENT ELECTRIC PLC | $38.6M | 0.39% | 378,372 | Common | SOLE |
| 377322102 | GKOS | GLAUKOS CORP | $37.6M | 0.38% | 333,264 | Common | SOLE |
| 749607107 | RLI | RLI CORP | $37.5M | 0.38% | 585,978 | Common | SOLE |
| 92346J108 | VCEL | VERICEL CORP | $37.0M | 0.38% | 1,028,847 | Common | SOLE |
| 75524B104 | RBC | RBC BEARINGS INC | $36.3M | 0.37% | 80,895 | Common | SOLE |
| 485924104 | KRMN | KARMAN HLDGS INC | $35.7M | 0.36% | 487,405 | Common | SOLE |
| 69343T107 | PJT | PJT PARTNERS INC | $35.6M | 0.36% | 213,168 | Common | SOLE |
| 116794108 | BRKR | BRUKER CORP | $35.4M | 0.36% | 751,998 | Common | SOLE |
| 861896108 | SNEX | STONEX GROUP INC | $35.1M | 0.36% | 368,949 | Common | SOLE |
| 607828100 | MOD | MODINE MFG CO | $34.9M | 0.35% | 261,684 | Common | SOLE |
| 589889104 | MMSI | MERIT MED SYS INC | $32.4M | 0.33% | 367,130 | Common | SOLE |
| 92047W101 | VVV | VALVOLINE INC | $31.1M | 0.31% | 1,069,979 | Common | SOLE |
| 942749102 | WTS | WATTS WATER TECHNOLOGIES INC | $30.3M | 0.31% | 109,909 | Common | SOLE |
| 81725T100 | SXT | SENSIENT TECHNOLOGIES CORP | $30.0M | 0.30% | 319,298 | Common | SOLE |
| 373865104 | GABC | GERMAN AMERN BANCORP INC | $29.8M | 0.30% | 761,520 | Common | SOLE |
| 92337F107 | VCYT | VERACYTE INC | $29.0M | 0.29% | 688,782 | Common | SOLE |
| 104674106 | BRC | BRADY CORP | $28.8M | 0.29% | 367,166 | Common | SOLE |
| 513847103 | MZTI | MARZETTI COMPANY | $28.3M | 0.29% | 172,024 | Common | SOLE |
| 71944F106 | PHR | PHREESIA INC | $27.2M | 0.28% | 1,609,941 | Common | SOLE |
| 861025104 | SYBT | STOCK YDS BANCORP INC | $26.5M | 0.27% | 408,756 | Common | SOLE |
| 750940108 | RAL | RALLIANT CORP | $25.7M | 0.26% | 504,015 | Common | SOLE |
| 05945F103 | BANF | BANCFIRST CORP | $25.5M | 0.26% | 240,733 | Common | SOLE |
| 142152107 | CAI | CARIS LIFE SCIENCES INC | $25.3M | 0.26% | 939,365 | Common | SOLE |
| 15118V207 | CELH | CELSIUS HLDGS INC | $24.6M | 0.25% | 537,978 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $22.0M | 0.22% | 1,116,182 | Common | SOLE |
| 07831C103 | BRBR | BELLRING BRANDS INC | $19.6M | 0.20% | 731,895 | Common | SOLE |
| P73684113 | OSW | ONESPAWORLD HOLDINGS LIMITED | $19.3M | 0.20% | 932,331 | Common | SOLE |
| 03071H100 | AMSF | AMERISAFE INC | $18.9M | 0.19% | 491,671 | Common | SOLE |
| 457730109 | INSP | INSPIRE MED SYS INC | $18.7M | 0.19% | 203,098 | Common | SOLE |
| 57060D108 | MKTX | MARKETAXESS HLDGS INC | $18.7M | 0.19% | 103,311 | Common | SOLE |
| 109641100 | EAT | BRINKER INTL INC | $18.1M | 0.18% | 126,037 | Common | SOLE |
| 819047101 | SHAK | SHAKE SHACK INC | $17.4M | 0.18% | 214,193 | Common | SOLE |
| 33748L101 | FWRG | FIRST WATCH RESTAURANT GROUP | $17.2M | 0.17% | 1,137,880 | Common | SOLE |
| T9224W109 | STVN | STEVANATO GROUP S P A | $16.1M | 0.16% | 801,304 | Common | SOLE |
| 92538J106 | VERX | VERTEX INC | $14.8M | 0.15% | 739,673 | Common | SOLE |
| 893529107 | TRNS | TRANSCAT INC | $13.7M | 0.14% | 241,996 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $294,891 | 0.00% | 1,925 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.