MondegarAI
Clarkston Capital Partners, LLC

Q2 2024 · 13F-HR

Clarkston Capital Partners, LLCholdings as filed

Filed 2024-08-14 · accession 0001398344-24-014658

$5.24B
Reported value
153
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
g21810109Clarivate PLC$380.2M7.26%66,821,676CommonSOLE
737446104POSTPOST HLDGS INC$360.0M6.87%3,456,405CommonSOLE
858912108SRCLEURStericycle Inc$307.3M5.86%5,285,845CommonSOLE
912008109USFDUS FOODS HLDG CORP$305.1M5.82%5,759,090CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$285.6M5.45%1,828,389CommonSOLE
50212v100LPL FINL HLDGS INC$277.2M5.29%992,615CommonSOLE
36168q104GFL ENVIRONMENTAL INC$238.7M4.56%6,131,375CommonSOLE
60871r209MOLSON COORS BEVERAGE CO$237.3M4.53%4,667,837CommonSOLE
12541w209C H ROBINSON WORLDWIDE INC$188.8M3.60%2,142,576CommonSOLE
871829107SYYSysco Corp$165.2M3.15%2,314,496CommonSOLE
4315711089HIHillenbrand Inc$150.0M2.86%3,748,446CommonSOLE
115236101BROBROWN & BROWN INC$142.0M2.71%1,588,285CommonSOLE
g96629103WILLIS TOWERS WATSON PLC LTD$139.3M2.66%531,318CommonSOLE
968223206WLYWILEY JOHN & SONS INC$138.4M2.64%3,399,842CommonSOLE
29272w109ENERGIZER HLDGS INC NEW$125.3M2.39%4,241,346CommonSOLE
513272104LWLAMB WESTON HLDGS INC$125.2M2.39%1,489,359CommonSOLE
05352a100Avantor Inc$122.1M2.33%5,760,370CommonSOLE
31428x106FedEx Corp$105.8M2.02%352,835CommonSOLE
527064109LESLIES INC$98.3M1.88%23,458,550CommonSOLE
12685j105Cable One Inc$97.3M1.86%274,955CommonSOLE
806407102HSICHENRY SCHEIN INC$85.0M1.62%1,326,245CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$75.2M1.43%1,020,048CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$72.0M1.37%4,330,215CommonSOLE
03524a108ANHEUSER BUSCH INBEV SA/NV$66.6M1.27%1,144,624CommonSOLE
02156k103ALTICE USA INC$63.7M1.22%31,243,434CommonSOLE
256677105DGDOLLAR GEN CORP NEW$58.5M1.12%442,448CommonSOLE
594918104MSFTMicrosoft Corp$47.8M0.91%106,963CommonSOLE
025816109AXPAMERICAN EXPRESS CO$39.6M0.76%170,922CommonSOLE
14040h105CAPITAL ONE FINL CORP$39.0M0.74%281,372CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$35.3M0.67%4,749,074CommonSOLE
037833100AAPLApple Inc$32.9M0.63%156,400CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$31.8M0.61%334,350CommonSOLE
02079k305ALPHABET INC$30.4M0.58%166,927CommonSOLE
59522j103MID-AMER APT CMNTYS INC$29.9M0.57%210,000CommonSOLE
713448108PEPPepsiCo Inc$29.9M0.57%181,424CommonSOLE
902973304USBUS BANCORP DEL$29.2M0.56%735,577CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$27.5M0.52%200,861CommonSOLE
20030n101COMCAST CORP NEW$26.5M0.51%677,895CommonSOLE
49177j102Kenvue Inc$24.8M0.47%1,361,794CommonSOLE
704326107PAYXPaychex Inc$24.3M0.46%205,259CommonSOLE
354613101BENFRANKLIN RESOURCES INC$24.1M0.46%1,079,127CommonSOLE
25243q205DIAGEO PLC$23.8M0.45%188,823CommonSOLE
254687106DISDISNEY WALT CO$23.3M0.44%234,186CommonSOLE
G5960L103MDTMedtronic PLC$21.3M0.41%270,803CommonSOLE
742718109PGPROCTER AND GAMBLE CO$20.1M0.38%122,094CommonSOLE
49271v100KEURIG DR PEPPER INC$19.6M0.37%587,321CommonSOLE
57636q104MASTERCARD INCORPORATED$18.4M0.35%41,611CommonSOLE
478160104JNJJohnson & Johnson$17.8M0.34%121,525CommonSOLE
78468r663SPDR SER TR$17.1M0.33%186,225CommonSOLE
94106L109WMWASTE MGMT INC DEL$14.6M0.28%68,664CommonSOLE
88579y1013M Co$14.3M0.27%140,349CommonSOLE
09260d107BLACKSTONE INC$9.3M0.18%75,325CommonSOLE
532457108LLYELI LILLY & CO$9.1M0.17%10,075CommonSOLE
30303m102META PLATFORMS INC$8.2M0.16%16,221CommonSOLE
579780206MKCMCCORMICK & CO INC$8.1M0.15%113,841CommonSOLE
81768t108SERVISFIRST BANCSHARES INC$7.6M0.14%120,000CommonSOLE
30231g102EXXON MOBIL CORP$6.4M0.12%55,441CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$5.9M0.11%204,600CommonSOLE
38141g104GOLDMAN SACHS GROUP INC$4.5M0.09%10,000CommonSOLE
31620m106FIDELITY NATL INFORMATION SV$4.5M0.09%60,000CommonSOLE
17275r102CISCO SYS INC$3.8M0.07%79,650CommonSOLE
22160k105COSTCO WHSL CORP NEW$3.7M0.07%4,357CommonSOLE
464287200IVVISHARES TR$3.6M0.07%6,555CommonSOLE
58155q103McKesson Corp$3.4M0.07%5,840CommonSOLE
922908363VOOVANGUARD INDEX FDS$3.2M0.06%6,366CommonSOLE
670346105NUENucor Corp$3.2M0.06%20,000CommonSOLE
16119p108CHARTER COMMUNICATIONS INC N$3.1M0.06%10,500CommonSOLE
46266c105IQVIA HLDGS INC$3.0M0.06%14,000CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.6M0.05%25,900CommonSOLE
78462f103SPDR S&P 500 ETF TR$2.4M0.05%4,487CommonSOLE
023135106AMZNAMAZON COM INC$2.4M0.05%12,474CommonSOLE
437076102HDHOME DEPOT INC$2.4M0.05%6,912CommonSOLE
842587107SOSouthern Co$2.3M0.04%30,000CommonSOLE
060505104BACBANK AMERICA CORP$2.2M0.04%54,700CommonSOLE
166764100CVXCHEVRON CORP NEW$2.1M0.04%13,190CommonSOLE
225310101CACCCREDIT ACCEP CORP MICH$2.1M0.04%4,000CommonSOLE
26441c204DUKE ENERGY CORP NEW$2.0M0.04%20,210CommonSOLE
191216100KOCOCA COLA CO$2.0M0.04%31,315CommonSOLE
866674104SUISUN CMNTYS INC$1.9M0.04%16,000CommonNONE
02079k107ALPHABET INC$1.9M0.04%10,475CommonSOLE
925652109VICIVICI PPTYS INC$1.7M0.03%60,000CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.7M0.03%41,000CommonSOLE
29273v100ENERGY TRANSFER L P$1.7M0.03%103,840CommonSOLE
464287614IWFISHARES TR$1.6M0.03%4,384CommonSOLE
580135101MCDMcDonalds Corp$1.5M0.03%5,916CommonSOLE
26142v105DRAFTKINGS INC NEW$1.5M0.03%38,835CommonSOLE
744320102PRUPRUDENTIAL FINL INC$1.5M0.03%12,500CommonSOLE
30040w108Eversource Energy$1.4M0.03%25,000CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.4M0.03%8,151CommonSOLE
78463x889SPDR INDEX SHS FDS$1.4M0.03%39,500CommonSOLE
g1151c101ACCENTURE PLC IRELAND$1.4M0.03%4,525CommonSOLE
58933y105MERCK & CO INC$1.4M0.03%10,975CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.3M0.02%10,000CommonSOLE
863667101SYKSTRYKER CORPORATION$1.3M0.02%3,772CommonSOLE
717081103PFEPfizer Inc$1.2M0.02%44,077CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$1.2M0.02%34,696CommonSOLE
46120e602INTUITIVE SURGICAL INC$1.1M0.02%2,482CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.02%2,696CommonSOLE
92826c839Visa Inc$1.0M0.02%3,894CommonSOLE
882508104TXNTEXAS INSTRS INC$1.0M0.02%5,211CommonSOLE
23918k108DAVITA INC$963,6160.02%6,954CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$922,9590.02%3,895CommonSOLE
67066g104NVIDIA CORPORATION$869,7220.02%7,040CommonSOLE
68389x105Oracle Corp$867,3920.02%6,143CommonSOLE
46641q837J P MORGAN EXCHANGE TRADED F$857,9900.02%17,000CommonSOLE
67103h107OREILLY AUTOMOTIVE INC$807,8860.02%765CommonSOLE
303250104FICOFair Isaac Corp$744,3300.01%500CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$694,5880.01%2,910CommonSOLE
464287507IJHISHARES TR$651,0350.01%11,125CommonSOLE
680033107ONBOLD NATL BANCORP IND$642,0980.01%37,353CommonSOLE
002824100ABTAbbott Labs$627,8240.01%6,042CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$612,2410.01%1CommonSOLE
88160r101TESLA INC$608,4810.01%3,075CommonNONE
747525103QCOMQualcomm Inc$607,6980.01%3,051CommonSOLE
464287655IWMISHARES TR$598,5260.01%2,950CommonSOLE
00287y109AbbVie Inc$574,5920.01%3,350CommonSOLE
745867101PHMPULTE GROUP INC$531,6960.01%4,829CommonSOLE
464287234EEMISHARES TR$521,7280.01%12,250CommonSOLE
91288v103UNITED STS 12 MONTH OIL FD L$506,5000.01%12,500CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$500,5650.01%6,500CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$498,8780.01%6,416CommonSOLE
464287465EFAISHARES TR$493,6590.01%6,302CommonSOLE
92204a702VANGUARD WORLD FD$473,3800.01%821CommonSOLE
345370860FFORD MTR CO DEL$472,2560.01%37,660CommonSOLE
46432f842ISHARES TR$442,0870.01%6,086CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$420,0900.01%5,500CommonSOLE
46625h100JPMORGAN CHASE & CO.$397,6430.01%1,966CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$395,9480.01%716CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$363,4920.01%1,725CommonSOLE
87612e106Target Corp$362,1060.01%2,446CommonSOLE
235851102DHRDANAHER CORPORATION$349,7900.01%1,400CommonSOLE
931142103WMTWalmart Inc$331,9860.01%4,903CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$328,9200.01%6,000CommonSOLE
369550108GDGENERAL DYNAMICS CORP$313,6410.01%1,081CommonSOLE
008492100ADCAgree Rlty Corp$291,1180.01%4,700CommonSOLE
75513e101RTX CORPORATION$229,2910.00%2,284CommonSOLE
461202103INTUINTUIT$227,3950.00%346CommonSOLE
81369y803SELECT SECTOR SPDR TR$226,1200.00%1,000CommonSOLE
244199105DEDeere & Co$224,1780.00%600CommonSOLE
780087102RYROYAL BK CDA$224,0360.00%2,106CommonSOLE
682680103OKEONEOK INC NEW$222,9580.00%2,734CommonSOLE
031162100AMGNAmgen Inc$201,8430.00%646CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$122,8480.00%1,954CommonSOLE
922908611VBRVANGUARD INDEX FDS$107,0040.00%586CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$54,6390.00%850CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$54,5230.00%736CommonSOLE
464287648IWOISHARES TR$50,5440.00%193CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$34,7700.00%905CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$15,6440.00%589CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$15,2090.00%316CommonSOLE
464287184FXIISHARES TR$12,4250.00%478CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$8,0620.00%155CommonSOLE
464287804IJRISHARES TR$3,5200.00%33CommonSOLE

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.