Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Clarkston Capital Partners, LLC

Q1 2024 · 13F-HR

Clarkston Capital Partners, LLCholdings as filed

Filed 2024-05-14 · accession 0001398344-24-009369

$5.67B
Reported value
154
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
g21810109CLARIVATE PLC$423.9M7.48%57,058,414CommonSOLE
737446104POSTPOST HLDGS INC$378.3M6.67%3,559,285CommonSOLE
912008109USFDUS FOODS HLDG CORP$354.0M6.24%6,558,691CommonSOLE
50212v100LPL FINL HLDGS INC$352.3M6.21%1,333,373CommonSOLE
60871r209MOLSON COORS BEVERAGE CO$316.0M5.57%4,699,429CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$314.4M5.55%1,877,459CommonSOLE
858912108SRCLEURSTERICYCLE INC$286.4M5.05%5,430,177CommonSOLE
115236101BROBROWN & BROWN INC$229.1M4.04%2,616,825CommonSOLE
36168q104GFL ENVIRONMENTAL INC$212.5M3.75%6,157,980CommonSOLE
g96629103WILLIS TOWERS WATSON PLC LTD$190.9M3.37%694,238CommonSOLE
4315711089HIHILLENBRAND INC$190.5M3.36%3,787,530CommonSOLE
871829107SYYSYSCO CORP$190.3M3.36%2,344,513CommonSOLE
12541w209C H ROBINSON WORLDWIDE INC$164.2M2.90%2,156,679CommonSOLE
968223206WLYWILEY JOHN & SONS INC$156.6M2.76%4,106,358CommonSOLE
05352a100AVANTOR INC$149.6M2.64%5,851,620CommonSOLE
29272w109ENERGIZER HLDGS INC NEW$123.4M2.18%4,193,226CommonSOLE
527064109LESLIES INC$118.3M2.09%18,200,726CommonSOLE
31428x106FEDEX CORP$117.1M2.07%404,116CommonSOLE
806407102HSICHENRY SCHEIN INC$100.2M1.77%1,326,410CommonSOLE
12685j105CABLE ONE INC$95.4M1.68%225,475CommonSOLE
02156k103ALTICE USA INC$89.2M1.57%34,169,341CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$75.7M1.34%1,046,652CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$74.8M1.32%3,500,130CommonSOLE
256677105DGDOLLAR GEN CORP NEW$70.2M1.24%450,050CommonSOLE
03524a108ANHEUSER BUSCH INBEV SA/NV$68.8M1.21%1,132,689CommonSOLE
025816109AXPAMERICAN EXPRESS CO$52.3M0.92%229,498CommonSOLE
594918104MSFTMICROSOFT CORP$46.4M0.82%110,288CommonSOLE
14040h105CAPITAL ONE FINL CORP$42.0M0.74%281,811CommonSOLE
902973304USBUS BANCORP DEL$32.5M0.57%727,322CommonSOLE
713448108PEPPEPSICO INC$31.3M0.55%178,595CommonSOLE
513272104LWLAMB WESTON HLDGS INC$30.8M0.54%288,834CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$30.7M0.54%3,514,774CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$30.0M0.53%349,350CommonSOLE
354613101BENFRANKLIN RESOURCES INC$29.4M0.52%1,045,217CommonSOLE
254687106DISDISNEY WALT CO$28.0M0.49%228,651CommonSOLE
59522j103MID-AMER APT CMNTYS INC$27.6M0.49%210,000CommonSOLE
037833100AAPLAPPLE INC$27.1M0.48%157,794CommonSOLE
02079k305ALPHABET INC$25.2M0.44%166,792CommonSOLE
704326107PAYXPAYCHEX INC$24.7M0.43%200,739CommonSOLE
20030n101COMCAST CORP NEW$24.2M0.43%558,822CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$21.4M0.38%143,890CommonSOLE
57636q104MASTERCARD INCORPORATED$19.8M0.35%41,106CommonSOLE
742718109PGPROCTER AND GAMBLE CO$19.3M0.34%119,129CommonSOLE
478160104JNJJOHNSON & JOHNSON$18.8M0.33%118,722CommonSOLE
49271v100KEURIG DR PEPPER INC$17.7M0.31%577,242CommonSOLE
G5960L103MDTMEDTRONIC PLC$17.5M0.31%201,325CommonSOLE
49177j102KENVUE INC$17.1M0.30%796,921CommonSOLE
25243q205DIAGEO PLC$16.4M0.29%110,385CommonSOLE
94106L109WMWASTE MGMT INC DEL$14.2M0.25%66,824CommonSOLE
88579y1013M CO$14.1M0.25%133,304CommonSOLE
09260d107BLACKSTONE INC$9.9M0.17%75,325CommonSOLE
579780206MKCMCCORMICK & CO INC$8.4M0.15%109,911CommonSOLE
81768t108SERVISFIRST BANCSHARES INC$8.0M0.14%120,000CommonSOLE
30303m102META PLATFORMS INC$7.9M0.14%16,200CommonSOLE
532457108LLYELI LILLY & CO$7.8M0.14%10,075CommonSOLE
30231g102EXXON MOBIL CORP$6.4M0.11%55,441CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$6.0M0.11%206,600CommonSOLE
31620m106FIDELITY NATL INFORMATION SV$4.5M0.08%60,000CommonSOLE
38141g104GOLDMAN SACHS GROUP INC$4.2M0.07%10,000CommonSOLE
17275r102CISCO SYS INC$4.1M0.07%81,550CommonSOLE
670346105NUENUCOR CORP$4.0M0.07%20,000CommonSOLE
46266c105IQVIA HLDGS INC$3.5M0.06%14,000CommonSOLE
464287200IVVISHARES TR$3.5M0.06%6,657CommonSOLE
22160k105COSTCO WHSL CORP NEW$3.2M0.06%4,372CommonSOLE
58155q103MCKESSON CORP$3.1M0.06%5,840CommonSOLE
16119p108CHARTER COMMUNICATIONS INC N$3.1M0.05%10,500CommonSOLE
922908363VOOVANGUARD INDEX FDS$3.0M0.05%6,310CommonSOLE
842587107SOSOUTHERN CO$2.9M0.05%40,262CommonSOLE
437076102HDHOME DEPOT INC$2.7M0.05%7,037CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.4M0.04%25,900CommonSOLE
78462f103SPDR S&P 500 ETF TR$2.3M0.04%4,462CommonSOLE
023135106AMZNAMAZON COM INC$2.2M0.04%12,394CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.2M0.04%41,000CommonSOLE
225310101CACCCREDIT ACCEP CORP MICH$2.2M0.04%4,000CommonSOLE
166764100CVXCHEVRON CORP NEW$2.1M0.04%13,190CommonSOLE
060505104BACBANK AMERICA CORP$2.1M0.04%54,700CommonSOLE
866674104SUISUN CMNTYS INC$2.1M0.04%16,000CommonNONE
26441c204DUKE ENERGY CORP NEW$2.0M0.03%20,210CommonSOLE
191216100KOCOCA COLA CO$1.9M0.03%31,315CommonSOLE
925652109VICIVICI PPTYS INC$1.8M0.03%60,000CommonSOLE
26142v105DRAFTKINGS INC NEW$1.8M0.03%38,835CommonSOLE
580135101MCDMCDONALDS CORP$1.7M0.03%5,916CommonSOLE
29273v100ENERGY TRANSFER L P$1.6M0.03%103,840CommonSOLE
02079k107ALPHABET INC$1.6M0.03%10,476CommonSOLE
g1151c101ACCENTURE PLC IRELAND$1.6M0.03%4,560CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.6M0.03%8,151CommonSOLE
30040w108EVERSOURCE ENERGY$1.5M0.03%25,000CommonSOLE
464287614IWFISHARES TR$1.5M0.03%4,411CommonSOLE
744320102PRUPRUDENTIAL FINL INC$1.5M0.03%12,500CommonSOLE
58933y105MERCK & CO INC$1.4M0.03%10,929CommonSOLE
78463x889SPDR INDEX SHS FDS$1.4M0.02%39,500CommonSOLE
717081103PFEPFIZER INC$1.4M0.02%49,859CommonSOLE
863667101SYKSTRYKER CORPORATION$1.3M0.02%3,772CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.2M0.02%10,000CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$1.2M0.02%34,696CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.02%2,686CommonSOLE
92826c839VISA INC$1.1M0.02%3,894CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.1M0.02%4,045CommonSOLE
46120e602INTUITIVE SURGICAL INC$990,5410.02%2,482CommonSOLE
23918k108DAVITA INC$960,0000.02%6,954CommonSOLE
882508104TXNTEXAS INSTRS INC$907,8080.02%5,211CommonSOLE
67103h107OREILLY AUTOMOTIVE INC$863,5930.02%765CommonSOLE
46641q837J P MORGAN EXCHANGE TRADED F$857,6500.02%17,000CommonSOLE
68389x105ORACLE CORP$771,6220.01%6,143CommonSOLE
67066g104NVIDIA CORPORATION$739,1120.01%818CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$726,7430.01%2,910CommonSOLE
002824100ABTABBOTT LABS$686,7340.01%6,042CommonSOLE
464287507IJHISHARES TR$675,7330.01%11,125CommonSOLE
680033107ONBOLD NATL BANCORP IND$650,3160.01%37,353CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$634,4400.01%1CommonSOLE
303250104FICOFAIR ISAAC CORP$624,8050.01%500CommonSOLE
464287655IWMISHARES TR$620,3850.01%2,950CommonSOLE
00287y109ABBVIE INC$610,0350.01%3,350CommonSOLE
233331107DTEDTE ENERGY CO$600,6270.01%5,356CommonSOLE
745867101PHMPULTE GROUP INC$582,5000.01%4,829CommonSOLE
88160r101TESLA INC$540,5540.01%3,075CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$517,2910.01%6,416CommonSOLE
747525103QCOMQUALCOMM INC$507,9000.01%3,000CommonSOLE
464287465EFAISHARES TR$503,3010.01%6,302CommonSOLE
464287234EEMISHARES TR$503,2300.01%12,250CommonSOLE
345370860FFORD MTR CO DEL$500,1250.01%37,660CommonSOLE
91288v103UNITED STS 12 MONTH OIL FD L$498,2500.01%12,500CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$445,1850.01%6,500CommonSOLE
46432f842ISHARES TR$439,9760.01%5,928CommonSOLE
87612e106TARGET CORP$433,4560.01%2,446CommonSOLE
92204a702VANGUARD WORLD FD$430,4830.01%821CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$416,1460.01%716CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$411,0150.01%5,500CommonSOLE
46625h100JPMORGAN CHASE & CO$393,7900.01%1,966CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$355,3160.01%1,725CommonSOLE
235851102DHRDANAHER CORPORATION$349,6080.01%1,400CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$343,3800.01%6,000CommonSOLE
81211k100SEALED AIR CORP NEW$316,2000.01%8,500CommonSOLE
369550108GDGENERAL DYNAMICS CORP$305,3720.01%1,081CommonSOLE
931142103WMTWALMART INC$288,5180.01%4,795CommonSOLE
008492100ADCAGREE RLTY CORP$268,4640.00%4,700CommonSOLE
244199105DEDEERE & CO$246,4440.00%600CommonSOLE
461202103INTUINTUIT$224,9000.00%346CommonSOLE
75513e101RTX CORPORATION$222,7590.00%2,284CommonSOLE
682680103OKEONEOK INC NEW$219,1850.00%2,734CommonSOLE
780087102RYROYAL BK CDA$212,4530.00%2,106CommonSOLE
81369y803SELECT SECTOR SPDR TR$208,1690.00%1,000CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM TO$202,8800.00%4,000CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$119,2920.00%1,954CommonSOLE
922908611VBRVANGUARD INDEX FDS$112,4910.00%586CommonSOLE
464287481IWPISHARES TR$66,9940.00%587CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$55,9210.00%736CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$52,7760.00%850CommonSOLE
464287648IWOISHARES TR$52,1370.00%193CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$35,3130.00%905CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$15,2340.00%316CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$14,8720.00%589CommonSOLE
464287184FXIISHARES TR$11,5070.00%478CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$8,0850.00%155CommonSOLE

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.