Institutional
Champlain Investment Partners, LLC
CIK 0001315478
$7.88B
Reported AUM
130
Positions
Q1 2026
Period
2026-05-13
Filed
The Brief · Champlain Investment Partners, LLC · Q1 2026
AI · grounded in 13F
Champlain Investment Partners, LLC closed its position in 8QR for a reduction of $166M. The fund also exited positions in EXK and MKC, reducing holdings by $137.4M and $118.5M respectively. On the buy side, the fund established new positions in EOG for $153.2M and TPL for $120M. Additionally, it added TSCO as a new position valued at $91.1M.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TW | TRADEWEB MKTS INC | $102.53 | 1.92% | -26.39% | 20.69% | $172.9M | 2.19% | +253,140 | +20.8% |
| 2 | PEN | PENUMBRA INC | $320.53 | -0.03% | 23.80% | 20.40% | $161.4M | 2.05% | −110,422 | −18.3% |
| 3 | EOG | EOG RES INC | $137.78 | -2.20% | 25.11% | 141.99% | $153.2M | 1.94% | +1,059,630 | NEW |
| 4 | SNPS | SYNOPSYS INC | $464.85 | -5.99% | -4.35% | 61.41% | $152.6M | 1.94% | +107,989 | +39.0% |
| 5 | NTNX | NUTANIX INC | $53.64 | -2.42% | -30.44% | 48.92% | $152.4M | 1.93% | +598,980 | +17.6% |
| 6 | FAST | FASTENAL CO | $46.79 | -0.78% | 13.58% | 92.66% | $134.6M | 1.71% | +194,310 | +7.2% |
| 7 | AAON | AAON INC | $132.62 | -7.68% | 37.90% | 227.90% | $132.6M | 1.68% | −62,697 | −3.8% |
| 8 | VEEV | VEEVA SYS INC | $172.61 | -3.35% | -39.51% | -48.12% | $129.7M | 1.65% | +330,470 | +81.0% |
| 9 | AKAM | AKAMAI TECHNOLOGIES INC | $149.32 | -6.08% | 93.85% | 24.52% | $129.2M | 1.64% | +77,305 | +7.4% |
| 10 | ESAB | ESAB CORPORATION | $87.95 | -0.41% | -30.50% | 89.79% | $126.1M | 1.60% | −217,753 | −14.3% |
| 11 | P | EVERPURE INC | $72.17 | -8.08% | 30.53% | 269.72% | $122.8M | 1.56% | +621,966 | +42.6% |
| 12 | IEX | IDEX CORP | $215.35 | -0.43% | 19.29% | 1.25% | $121.4M | 1.54% | −190,373 | −22.9% |
| 13 | ACGL | ARCH CAP GROUP LTD | $91.19 | 3.23% | -4.54% | 145.89% | $121.2M | 1.54% | −63,979 | −4.8% |
| 14 | TPL | TEXAS PACIFIC LAND CORPORATI | $389.79 | -4.16% | 5.85% | 149.59% | $120.0M | 1.52% | +252,962 | NEW |
| 15 | CFR | CULLEN FROST BANKERS INC | $140.16 | 1.66% | 11.80% | 51.46% | $117.2M | 1.49% | −312,891 | −26.8% |
| 16 | FND | FLOOR & DECOR HLDGS INC | $47.41 | -3.05% | -33.65% | -61.14% | $115.5M | 1.47% | +498,990 | +28.1% |
| 17 | COO | COOPER COS INC | $67.34 | 8.58% | -6.90% | -36.11% | $115.0M | 1.46% | −161,650 | −9.1% |
| 18 | CAVA | CAVA GROUP INC | $72.60 | 1.18% | -8.14% | 27.12% | $113.0M | 1.43% | −417,558 | −23.0% |
| 19 | WH | WYNDHAM HOTELS & RESORTS INC | $81.96 | 2.85% | 0.30% | 24.16% | $111.9M | 1.42% | −395,212 | −22.3% |
| 20 | CBSH | COMMERCE BANCSHARES INC | $53.05 | 1.14% | -10.03% | -0.23% | $111.5M | 1.41% | +1,141,309 | +101.5% |
| 21 | HLNE | HAMILTON LANE INC | $80.46 | -2.67% | -45.74% | -5.78% | $108.1M | 1.37% | +25,963 | +2.4% |
| 22 | GWW | WW GRAINGER INC | $1300.01 | 0.83% | 19.82% | 207.80% | $107.6M | 1.37% | −31,727 | −24.3% |
| 23 | CSL | CARLISLE COS INC | $345.98 | 0.99% | -7.32% | 80.60% | $105.7M | 1.34% | −18,090 | −5.4% |
| 24 | OKTA | OKTA INC | $118.72 | -3.85% | 12.98% | -52.09% | $105.5M | 1.34% | −171,245 | −11.3% |
| 25 | MSA | MSA SAFETY INC | $161.30 | -0.13% | -1.11% | 4.29% | $105.2M | 1.34% | −419,173 | −39.5% |
| 26 | HLI | HOULIHAN LOKEY INC | $139.25 | -1.38% | -19.91% | 71.09% | $103.1M | 1.31% | +258,624 | +56.3% |
| 27 | DPZ | DOMINOS PIZZA INC | $313.99 | 2.11% | -31.80% | -36.32% | $102.4M | 1.30% | −33,240 | −10.4% |
| 28 | AME | AMETEK INC | $226.55 | -0.97% | 27.85% | 68.06% | $91.2M | 1.16% | −191,499 | −31.0% |
| 29 | SFM | SPROUTS FMRS MKT INC | $82.87 | 3.35% | -51.01% | 237.14% | $91.1M | 1.16% | +157,949 | +15.4% |
| 30 | TSCO | TRACTOR SUPPLY CO | $29.78 | 1.40% | -40.32% | -10.10% | $91.1M | 1.16% | +2,011,884 | NEW |
| 31 | WCN | WASTE CONNECTIONS INC | $155.22 | 0.82% | — | — | $90.5M | 1.15% | +144,650 | +35.1% |
| 32 | MTD | METTLER TOLEDO INTERNATIONAL | $1154.33 | -2.22% | — | — | $88.5M | 1.12% | −30,985 | −30.6% |
| 33 | XYL | XYLEM INC | $109.94 | -0.22% | — | — | $87.4M | 1.11% | −111,500 | −13.2% |
| 34 | WING | WINGSTOP INC | $142.23 | -1.56% | — | — | $84.4M | 1.07% | −133,798 | −19.7% |
| 35 | CELH | CELSIUS HLDGS INC | $28.13 | 1.37% | — | — | $84.3M | 1.07% | +1,836,702 | +341.4% |
| 36 | PCOR | PROCORE TECHNOLOGIES INC | $48.57 | -4.20% | — | — | $83.8M | 1.06% | −136,083 | −8.5% |
| 37 | WAT | WATERS CORP | $365.36 | -2.95% | — | — | $83.3M | 1.06% | −32,928 | −10.5% |
| 38 | DDOG | DATADOG INC | $234.11 | -3.90% | — | — | $83.0M | 1.05% | +199,095 | +39.5% |
| 39 | EW | EDWARDS LIFESCIENCES CORP | $85.96 | -1.70% | — | — | $82.8M | 1.05% | −700,715 | −40.4% |
| 40 | GTLB | GITLAB INC | $31.12 | 0.91% | — | — | $82.5M | 1.05% | −279,250 | −6.8% |
| 41 | MSCI | MSCI INC | $615.46 | -0.55% | — | — | $82.1M | 1.04% | −96,690 | −38.8% |
| 42 | RGEN | REPLIGEN CORP | $122.31 | -3.35% | — | — | $81.7M | 1.04% | −310,096 | −30.9% |
| 43 | TOST | TOAST INC | $24.64 | -2.30% | — | — | $81.3M | 1.03% | +162,453 | +5.6% |
| 44 | AXON | AXON ENTERPRISE INC | $486.12 | -5.28% | — | — | $81.2M | 1.03% | +10,060 | +5.6% |
| 45 | ADSK | AUTODESK INC | $229.96 | -1.58% | — | — | $80.2M | 1.02% | +62,745 | +23.1% |
| 46 | ELF | E L F BEAUTY INC | $49.57 | -3.64% | — | — | $78.4M | 0.99% | +79,248 | +6.5% |
| 47 | RYAN | RYAN SPECIALTY HOLDINGS INC | $32.56 | 2.36% | — | — | $76.6M | 0.97% | −286,020 | −11.2% |
| 48 | TECH | BIO-TECHNE CORP | $51.99 | -2.24% | — | — | $76.0M | 0.96% | +50,402 | +3.6% |
| 49 | CHWY | CHEWY INC | $20.64 | -0.86% | — | — | $74.3M | 0.94% | −100,514 | −3.5% |
| 50 | KNSL | KINSALE CAP GROUP INC | $306.12 | 3.52% | — | — | $73.4M | 0.93% | −23,360 | −9.8% |
| 51 | NDSN | NORDSON CORP | $282.73 | -1.31% | — | — | $73.2M | 0.93% | −191,624 | −41.1% |
| 52 | A | AGILENT TECHNOLOGIES INC | $135.44 | -2.12% | — | — | $69.5M | 0.88% | −198,245 | −24.5% |
| 53 | KRMN | KARMAN HLDGS INC | $49.44 | -9.10% | — | — | $66.5M | 0.84% | +343,425 | +70.5% |
| 54 | GGG | GRACO INC | $74.34 | 0.04% | — | — | $63.9M | 0.81% | −71,494 | −8.6% |
| 55 | BRO | BROWN & BROWN INC | $58.86 | 2.58% | — | — | $63.1M | 0.80% | −131,036 | −11.9% |
| 56 | STE | STERIS PLC | $212.35 | 0.05% | — | — | $62.9M | 0.80% | −40,325 | −12.4% |
| 57 | VLTO | VERALTO CORP | $86.05 | 1.55% | — | — | $62.7M | 0.80% | −390,926 | −35.6% |
| 58 | RBRK | RUBRIK INC. | $73.41 | -4.66% | — | — | $61.7M | 0.78% | +1,259,925 | NEW |
| 59 | ZS | ZSCALER INC | $130.78 | -3.31% | — | — | $61.6M | 0.78% | +107,045 | +32.3% |
| 60 | PANW | PALO ALTO NETWORKS INC | $272.05 | -2.58% | — | — | $60.1M | 0.76% | −44,025 | −10.5% |
| 61 | BE | BLOOM ENERGY CORP | $263.61 | -9.53% | — | — | $57.5M | 0.73% | +424,657 | NEW |
| 62 | MDB | MONGODB INC | $350.74 | -7.74% | — | — | $54.6M | 0.69% | −42,995 | −16.2% |
| 63 | LECO | LINCOLN ELEC HLDGS INC | $262.13 | -0.65% | — | — | $54.4M | 0.69% | −175,320 | −44.5% |
| 64 | AVAV | AEROVIRONMENT INC | $185.92 | -9.04% | — | — | $54.0M | 0.69% | +295,077 | NEW |
| 65 | WST | WEST PHARMACEUTICAL SVSC INC | $314.50 | -0.89% | — | — | $51.6M | 0.66% | −269,376 | −56.7% |
| 66 | MTDR | MATADOR RES CO | $53.57 | -3.91% | — | — | $47.1M | 0.60% | +744,805 | NEW |
| 67 | NOVT | NOVANTA INC | $156.29 | -5.34% | — | — | $46.3M | 0.59% | −88,947 | −18.5% |
| 68 | SPXC | SPX TECHNOLOGIES INC | $227.80 | -3.53% | — | — | $45.9M | 0.58% | −21,304 | −8.5% |
| 69 | SSD | SIMPSON MFG INC | $185.41 | -0.75% | — | — | $43.7M | 0.55% | −61,465 | −19.5% |
| 70 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $206.89 | -4.88% | — | — | $43.2M | 0.55% | +460,702 | NEW |
| 71 | SXI | STANDEX INTL CORP | $290.45 | -2.42% | — | — | $42.9M | 0.54% | −64,300 | −27.6% |
| 72 | SNEX | STONEX GROUP INC | $115.54 | 1.31% | — | — | $42.7M | 0.54% | +160,103 | +43.4% |
| 73 | CSW | CSW INDUSTRIALS INC | $266.37 | -1.24% | — | — | $42.4M | 0.54% | −52,166 | −24.3% |
| 74 | PLMR | PALOMAR HLDGS INC | $108.51 | 5.07% | — | — | $39.1M | 0.50% | −5,596 | −1.7% |
| 75 | KAI | KADANT INC | $293.28 | -3.49% | — | — | $37.7M | 0.48% | −55,465 | −30.1% |
| 76 | ALAB | ASTERA LABS INC | $317.06 | -11.45% | — | — | $35.9M | 0.46% | +327,619 | NEW |
| 77 | RBA | RB GLOBAL INC | $104.49 | -0.99% | — | — | $35.4M | 0.45% | −104,643 | −22.1% |
| 78 | MKTX | MARKETAXESS HLDGS INC | $116.93 | -3.06% | — | — | $34.7M | 0.44% | +106,765 | +103.3% |
| 79 | FFIN | FIRST FINL BANKSHARES INC | $32.48 | 0.40% | — | — | $34.6M | 0.44% | −478,611 | −29.0% |
| 80 | GKOS | GLAUKOS CORP | $125.00 | 2.72% | — | — | $34.3M | 0.44% | −14,237 | −4.3% |
| 81 | NVT | NVENT ELEC PLC | $162.86 | -6.34% | — | — | $34.3M | 0.44% | −88,025 | −23.3% |
| 82 | VVV | VALVOLINE INC | $35.73 | 1.36% | — | — | $33.9M | 0.43% | −64,783 | −6.1% |
| 83 | CBC | CENTRAL BANCOMPANY | $28.51 | 1.53% | — | — | $33.5M | 0.42% | −350,063 | −20.0% |
| 84 | SKWD | SKYWARD SPECIALTY INS GROUP | $45.96 | 4.38% | — | — | $33.4M | 0.42% | −158,601 | −17.2% |
| 85 | S | SENTINELONE INC | $15.95 | -3.51% | — | — | $31.4M | 0.40% | −725,486 | −22.9% |
| 86 | BRZE | BRAZE INC | $22.91 | -0.99% | — | — | $31.2M | 0.40% | −347,713 | −20.8% |
| 87 | RMBS | RAMBUS INC DEL | $145.31 | -14.20% | — | — | $30.7M | 0.39% | +357,223 | NEW |
| 88 | WHD | CACTUS INC | $56.62 | -3.84% | — | — | $30.6M | 0.39% | +646,489 | NEW |
| 89 | CVLT | COMMVAULT SYS INC | $118.68 | -2.36% | — | — | $30.5M | 0.39% | −15,081 | −3.7% |
| 90 | LPLA | LPL FINL HLDGS INC | $288.49 | -1.15% | — | — | $30.4M | 0.39% | +101,050 | NEW |
| 91 | GMED | GLOBUS MED INC | $80.00 | 0.00% | — | — | $30.2M | 0.38% | −364,920 | −51.0% |
| 92 | PJT | PJT PARTNERS INC | $157.22 | -1.82% | — | — | $30.1M | 0.38% | +2,073 | +1.0% |
| 93 | PLNT | PLANET FITNESS MASTER ISSUER | $50.68 | -1.27% | — | — | $29.9M | 0.38% | −65,146 | −13.9% |
| 94 | EPAC | ENERPAC TOOL GROUP CORP | $33.45 | 0.78% | — | — | $28.8M | 0.36% | −441,956 | −35.9% |
| 95 | PRCT | PROCEPT BIOROBOTICS CORP | $27.83 | 3.07% | — | — | $28.4M | 0.36% | −304,712 | −21.1% |
| 96 | ATRC | ATRICURE INC | $27.10 | -0.62% | — | — | $27.7M | 0.35% | −202,494 | −17.3% |
| 97 | RLI | RLI CORP | $52.38 | 4.03% | — | — | $26.5M | 0.34% | −121,571 | −20.7% |
| 98 | VCEL | VERICEL CORP | $36.30 | 1.71% | — | — | $26.2M | 0.33% | −213,674 | −20.8% |
| 99 | GABC | GERMAN AMERN BANCORP INC | $44.28 | 1.30% | — | — | $26.2M | 0.33% | −135,073 | −17.7% |
| 100 | RAL | RALLIANT CORP | $60.17 | -3.62% | — | — | $25.7M | 0.33% | +114,887 | +22.8% |
| 101 | MASI | MASIMO CORP | — | — | — | — | $25.1M | 0.32% | +141,284 | NEW |
| 102 | ALKT | ALKAMI TECHNOLOGY INC | — | — | — | — | $25.1M | 0.32% | −381,695 | −19.2% |
| 103 | MOD | MODINE MFG CO | — | — | — | — | $25.1M | 0.32% | −145,859 | −55.7% |
| 104 | BANF | BANCFIRST CORP | — | — | — | — | $24.2M | 0.31% | −17,358 | −7.2% |
| 105 | EAT | BRINKER INTL INC | — | — | — | — | $22.8M | 0.29% | +33,665 | +26.7% |
| 106 | BWIN | THE BALDWIN INSURANCE GRP IN | — | — | — | — | $22.7M | 0.29% | −2,616,150 | −71.7% |
| 107 | SXT | SENSIENT TECHNOLOGIES CORP | — | — | — | — | $22.5M | 0.29% | −58,504 | −18.3% |
| 108 | BRKR | BRUKER CORP | — | — | — | — | $21.9M | 0.28% | −146,883 | −19.5% |
| 109 | CAI | CARIS LIFE SCIENCES INC | — | — | — | — | $21.6M | 0.27% | +268,598 | +28.6% |
| 110 | SYBT | STOCK YDS BANCORP INC | — | — | — | — | $21.4M | 0.27% | −86,444 | −21.1% |
| 111 | MMSI | MERIT MED SYS INC | — | — | — | — | $20.0M | 0.25% | −76,630 | −20.9% |
| 112 | SOLS | SOLSTICE ADVANCED MATLS INC | — | — | — | — | $19.5M | 0.25% | +256,062 | NEW |
| 113 | JBTM | JBT MAREL CORPORATION | — | — | — | — | $19.4M | 0.25% | −168,026 | −52.6% |
| 114 | RBC | RBC BEARINGS INC | — | — | — | — | $19.0M | 0.24% | −45,916 | −56.8% |
| 115 | NIC | NICOLET BANKSHARES INC | — | — | — | — | $18.7M | 0.24% | +125,512 | NEW |
| 116 | OSW | ONESPAWORLD HOLDINGS LIMITED | — | — | — | — | $17.1M | 0.22% | −186,706 | −20.0% |
| 117 | WTS | WATTS WATER TECHNOLOGIES INC | — | — | — | — | $15.9M | 0.20% | −55,077 | −50.1% |
| 118 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | — | — | — | — | $15.5M | 0.20% | +220,402 | NEW |
| 119 | SHAK | SHAKE SHACK INC | — | — | — | — | $15.1M | 0.19% | −43,210 | −20.2% |
| 120 | TRNS | TRANSCAT INC | — | — | — | — | $15.0M | 0.19% | −37,552 | −15.5% |
| 121 | HTFL | HEARTFLOW INC | — | — | — | — | $13.8M | 0.18% | +567,424 | NEW |
| 122 | AMSF | AMERISAFE INC | — | — | — | — | $12.6M | 0.16% | −113,848 | −23.2% |
| 123 | SITM | SITIME CORP | — | — | — | — | $11.6M | 0.15% | +33,572 | NEW |
| 124 | SIBN | SI BONE INC | — | — | — | — | $11.1M | 0.14% | −238,577 | −21.4% |
| 125 | BRC | BRADY CORP | — | — | — | — | $10.8M | 0.14% | −233,898 | −63.7% |
| 126 | VCYT | VERACYTE INC | — | — | — | — | $9.1M | 0.12% | −406,859 | −59.1% |
| 127 | INSP | INSPIRE MED SYS INC | — | — | — | — | $8.2M | 0.10% | −44,109 | −21.7% |
| 128 | FWRG | FIRST WATCH RESTAURANT GROUP | — | — | — | — | $8.0M | 0.10% | −372,949 | −32.8% |
| 129 | IWR | ISHARES TR | — | — | — | — | $3.4M | 0.04% | +35,300 | NEW |
| 130 | NOW | SERVICENOW INC | — | — | — | — | $298K | 0.00% | +925 | +48.1% |
| 131 | 8QR | CONFLUENT INC | — | — | — | — | — | — | −5,489,498 | EXITED |
| 132 | EXK | EXACT SCIENCES CORP | — | — | — | — | — | — | −1,352,745 | EXITED |
| 133 | MKC | MCCORMICK & CO INC | — | — | — | — | — | — | −1,740,550 | EXITED |
| 134 | SFBS | SERVISFIRST BANCSHARES INC | — | — | — | — | — | — | −1,568,859 | EXITED |
| 135 | FRPT | FRESHPET INC | — | — | — | — | — | — | −1,776,396 | EXITED |
| 136 | FDS | FACTSET RESH SYS INC | — | — | — | — | — | — | −343,281 | EXITED |
| 137 | WDAY | WORKDAY INC | — | — | — | — | — | — | −460,645 | EXITED |
| 138 | FTV | FORTIVE CORP | — | — | — | — | — | — | −1,763,637 | EXITED |
| 139 | CART | MAPLEBEAR INC | — | — | — | — | — | — | −1,373,352 | EXITED |
| 140 | TTD | THE TRADE DESK INC | — | — | — | — | — | — | −1,301,060 | EXITED |
| 141 | K4F | ONESTREAM INC | — | — | — | — | — | — | −2,116,556 | EXITED |
| 142 | MNST | MONSTER BEVERAGE CORP NEW | — | — | — | — | — | — | −504,170 | EXITED |
| 143 | MZTI | MARZETTI COMPANY | — | — | — | — | — | — | −172,024 | EXITED |
| 144 | PHR | PHREESIA INC | — | — | — | — | — | — | −1,609,941 | EXITED |
| 145 | BRBR | BELLRING BRANDS INC | — | — | — | — | — | — | −731,895 | EXITED |
| 146 | STVN | STEVANATO GROUP S P A | — | — | — | — | — | — | −801,304 | EXITED |
| 147 | VERX | VERTEX INC | — | — | — | — | — | — | −739,673 | EXITED |
Source: SEC EDGAR · accession 0001315478-26-000017. 13F discloses long positions only — shorts, foreign equities, and options are excluded.