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Clarkston Capital Partners, LLC

Q2 2023 · 13F-HR

Clarkston Capital Partners, LLCholdings as filed

Filed 2023-08-07 · accession 0001398344-23-014168

$5.56B
Reported value
159
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
g21810109CLARIVATE PLC$489.8M8.81%51,394,421CommonSOLE
912008109USFDUS FOODS HLDG CORP$356.6M6.41%8,104,434CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$340.1M6.12%2,269,302CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$335.5M6.03%5,096,134CommonSOLE
50212V100LPLALPL FINL HLDGS INC$326.6M5.87%1,501,863CommonSOLE
858912108SRCLEURSTERICYCLE INC$300.6M5.40%6,472,244CommonSOLE
4315711089HIHILLENBRAND INC$263.9M4.75%5,146,396CommonSOLE
737446104POSTPOST HLDGS INC$260.9M4.69%3,011,241CommonSOLE
115236101BROBROWN & BROWN INC$248.1M4.46%3,603,612CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$199.0M3.58%2,109,647CommonSOLE
354613101BENFRANKLIN RESOURCES INC$189.2M3.40%7,082,389CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$176.8M3.18%750,624CommonSOLE
871829107SYYSYSCO CORP$171.5M3.08%2,310,675CommonSOLE
36168q104GFL ENVIRONMENTAL INC$145.4M2.61%3,746,432CommonSOLE
31428X106FDXFEDEX CORP$141.0M2.54%568,940CommonSOLE
29272w109ENERGIZER HLDGS INC NEW$140.5M2.53%4,184,208CommonSOLE
04316A108APAMARTISAN PARTNERS ASSET MGMT$136.6M2.46%3,475,511CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$135.5M2.44%5,018,252CommonSOLE
02156K103OPTUALTICE USA INC$115.2M2.07%38,138,891CommonSOLE
968223206WLYWILEY JOHN & SONS INC$97.9M1.76%2,876,698CommonSOLE
527064109LESLIES INC$89.4M1.61%9,515,920CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$64.2M1.15%1,131,535CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$61.1M1.10%1,077,225CommonSOLE
369604301GEGENERAL ELECTRIC CO$48.2M0.87%438,576CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$45.1M0.81%3,594,774CommonSOLE
025816109AXPAMERICAN EXPRESS CO$42.9M0.77%246,537CommonSOLE
594918104MSFTMICROSOFT CORP$39.3M0.71%115,377CommonSOLE
513272104LWLAMB WESTON HLDGS INC$34.7M0.62%301,664CommonSOLE
713448108PEPPEPSICO INC$33.0M0.59%177,962CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$31.9M0.57%210,000CommonSOLE
037833100AAPLAPPLE INC$31.5M0.57%162,483CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$30.6M0.55%279,787CommonSOLE
05352a100AVANTOR INC$27.5M0.49%1,336,905CommonSOLE
902973304USBUS BANCORP DEL$26.0M0.47%788,333CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$25.3M0.46%141,250CommonSOLE
704326107PAYXPAYCHEX INC$22.0M0.40%196,385CommonSOLE
64110L106NFLXNETFLIX INC$21.3M0.38%48,354CommonSOLE
254687106DISDISNEY WALT CO$19.9M0.36%222,876CommonSOLE
02079K305GOOGLALPHABET INC$19.6M0.35%163,828CommonSOLE
478160104JNJJOHNSON & JOHNSON$19.6M0.35%118,315CommonSOLE
20030N101CMCSACOMCAST CORP NEW$17.9M0.32%429,968CommonSOLE
25243Q205DEODIAGEO PLC$17.9M0.32%102,909CommonSOLE
742718109PGPROCTER AND GAMBLE CO$17.7M0.32%116,502CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$17.6M0.32%44,734CommonSOLE
G5960L103MDTMEDTRONIC PLC$17.3M0.31%195,863CommonSOLE
88579Y101MMM3M CO$11.5M0.21%114,647CommonSOLE
94106L109WMWASTE MGMT INC DEL$11.1M0.20%64,153CommonSOLE
36266g107GE HEALTHCARE TECHNOLOGIES I$9.9M0.18%121,267CommonSOLE
579780206MKCMCCORMICK & CO INC$8.4M0.15%96,202CommonSOLE
09260D107BXBLACKSTONE INC$7.0M0.13%75,325CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$5.4M0.10%206,600CommonSOLE
81768t108SERVISFIRST BANCSHARES INC$4.9M0.09%120,000CommonSOLE
532457108LLYLILLY ELI & CO$4.7M0.08%10,000CommonSOLE
30303m102META PLATFORMS INC$4.7M0.08%16,325CommonSOLE
17275R102CSCOCISCO SYS INC$4.3M0.08%83,492CommonSOLE
670346105NUENUCOR CORP$3.3M0.06%20,000CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$3.2M0.06%10,000CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.1M0.06%29,053CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.0M0.05%5,610CommonSOLE
842587107SOSOUTHERN CO$2.8M0.05%40,262CommonSOLE
717081103PFEPFIZER INC$2.8M0.05%76,559CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.8M0.05%6,810CommonSOLE
464287200IVVISHARES TR$2.7M0.05%5,962CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.6M0.05%41,000CommonSOLE
58155Q103MCKMCKESSON CORP$2.5M0.05%5,940CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.5M0.05%25,900CommonSOLE
437076102HDHOME DEPOT INC$2.2M0.04%7,148CommonSOLE
866674104SUISUN CMNTYS INC$2.1M0.04%16,000CommonSOLE
225310101CACCCREDIT ACCEP CORP MICH$2.0M0.04%4,000CommonSOLE
65406e102NICOLET BANKSHARES INC$1.9M0.04%28,693CommonNONE
166764100CVXCHEVRON CORP NEW$1.9M0.03%12,240CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.9M0.03%4,267CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.8M0.03%20,210CommonSOLE
580135101MCDMCDONALDS CORP$1.8M0.03%5,966CommonSOLE
30040W108ESEVERSOURCE ENERGY$1.8M0.03%25,000CommonSOLE
191216100KOCOCA COLA CO$1.7M0.03%28,015CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$1.7M0.03%50,000CommonSOLE
023135106AMZNAMAZON COM INC$1.6M0.03%12,085CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.5M0.03%4,757CommonSOLE
060505104BACBANK AMERICA CORP$1.5M0.03%50,600CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.4M0.03%10,000CommonSOLE
863667101SYKSTRYKER CORPORATION$1.4M0.02%4,436CommonSOLE
464287614IWFISHARES TR$1.3M0.02%4,764CommonSOLE
435763107HOLLY ENERGY PARTNERS L P$1.3M0.02%70,000CommonSOLE
056752108BIDUBAIDU INC$1.3M0.02%9,400CommonSOLE
78463x889SPDR INDEX SHS FDS$1.3M0.02%39,500CommonSOLE
58933Y105MRKMERCK & CO INC$1.2M0.02%10,648CommonSOLE
02079K107GOOGALPHABET INC$1.1M0.02%9,320CommonSOLE
744320102PRUPRUDENTIAL FINL INC$1.1M0.02%12,500CommonSOLE
26142v105DRAFTKINGS INC NEW$1.0M0.02%38,835CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.0M0.02%7,676CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.0M0.02%4,045CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$979,4680.02%34,696CommonSOLE
92826C839VVISA INC$964,6510.02%4,062CommonSOLE
882508104TXNTEXAS INSTRS INC$900,1000.02%5,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$891,0330.02%2,613CommonSOLE
46641q837J P MORGAN EXCHANGE TRADED F$852,3800.02%17,000CommonSOLE
88160R101TSLATESLA INC$844,2080.02%3,225CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$836,0430.02%2,445CommonSOLE
303250104FICOFAIR ISAAC CORP$809,2100.01%1,000CommonSOLE
68389X105ORCLORACLE CORP$774,2040.01%6,501CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$738,4940.01%3,360CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$730,8050.01%765CommonSOLE
23918K108DVADAVITA INC$698,6680.01%6,954CommonSOLE
002824100ABTABBOTT LABS$658,6990.01%6,042CommonSOLE
345370860FFORD MTR CO DEL$658,3060.01%43,510CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$631,4030.01%8,695CommonSOLE
233331107DTEDTE ENERGY CO$589,2720.01%5,356CommonSOLE
464287507IJHISHARES TR$581,7930.01%2,225CommonSOLE
464287655IWMISHARES TR$552,4470.01%2,950CommonSOLE
680033107ONBOLD NATL BANCORP IND$520,7010.01%37,353CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$517,8100.01%1CommonSOLE
464287234EEMISHARES TR$484,6100.01%12,250CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$480,6600.01%6,000CommonSOLE
46432f842ISHARES TR$476,0780.01%7,053CommonSOLE
464287465EFAISHARES TR$456,9160.01%6,302CommonSOLE
67066G104NVDANVIDIA CORPORATION$451,7850.01%1,068CommonSOLE
00287Y109ABBVABBVIE INC$451,3460.01%3,350CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$448,0300.01%5,500CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$439,1400.01%2,000CommonSOLE
458140100INTCINTEL CORP$423,3500.01%12,660CommonSOLE
235851102DHRDANAHER CORPORATION$420,0000.01%1,750CommonSOLE
91288v103UNITED STS 12 MONTH OIL FD L$407,7500.01%12,500CommonSOLE
745867101PHMPULTE GROUP INC$375,1330.01%4,829CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$373,5730.01%716CommonSOLE
92204A702VGTVANGUARD WORLD FDS$363,0130.01%821CommonSOLE
747525103QCOMQUALCOMM INC$357,1200.01%3,000CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$351,5850.01%6,500CommonSOLE
81211K100SDASEALED AIR CORP NEW$340,0000.01%8,500CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$324,4380.01%1,725CommonSOLE
87612E106TGTTARGET CORP$316,5600.01%2,400CommonSOLE
78464a607SPDR SER TR$316,5400.01%3,500CommonSOLE
008492100ADCAGREE RLTY CORP$307,3330.01%4,700CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$285,9350.01%1,966CommonSOLE
559080106WEPMAGELLAN MIDSTREAM PRTNRS LP$255,5120.00%4,100CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$246,4540.00%4,767CommonSOLE
244199105DEDEERE & CO$243,1140.00%600CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$223,7410.00%2,284CommonSOLE
931142103WMTWALMART INC$219,7930.00%1,398CommonSOLE
81369y803SELECT SECTOR SPDR TR$208,5480.00%1,200CommonSOLE
907818108UNPUNION PAC CORP$204,6200.00%1,000CommonSOLE
780087102RYROYAL BK CDA$201,1440.00%2,106CommonSOLE
83192H106SDCCQSMILEDIRECTCLUB INC$156,8880.00%296,016CommonNONE
922908769VTIVANGUARD INDEX FDS$154,1960.00%700CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$104,5970.00%2,934CommonSOLE
464287804IJRISHARES TR$99,6500.00%1,000CommonSOLE
78464a763SPDR SER TR$98,1090.00%800CommonSOLE
922908611VBRVANGUARD INDEX FDS$96,9670.00%586CommonSOLE
464287598IWDISHARES TR$78,1260.00%495CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$70,1970.00%1,340CommonSOLE
464287481IWPISHARES TR$56,7170.00%587CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$51,8460.00%2,105CommonSOLE
464287622IWBISHARES TR$49,7230.00%204CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$49,2440.00%734CommonSOLE
464287648IWOISHARES TR$46,7190.00%193CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$43,8790.00%913CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$34,5510.00%659CommonSOLE
20731J102PRHICONIFER HLDGS INC$22,7040.00%12,900CommonSOLE
464287184FXIISHARES TR$12,9990.00%478CommonSOLE

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.