Champlain Investment Partners, LLC Portfolio Holdings by Sector
Champlain Investment Partners, LLC
- $12.7 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
NTNX CFLT MDB OKTA SNPS ZS PANW S 12 stocks |
$1.46 Million
11.53% of portfolio
|
3
|
9
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
XYL AME IEX NDSN ROK SXI CSWI GGG 13 stocks |
$1.42 Million
11.19% of portfolio
|
1
|
12
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
GTLB PCOR WDAY DDOG TTD BRZE ALKT ADSK 11 stocks |
$1.04 Million
8.25% of portfolio
|
5
|
5
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
PEN EW STE GMED DXCM IRTC PRCT SIBN 12 stocks |
$831,983
6.57% of portfolio
|
4
|
8
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
SFBS CFR FFIN WSFS GABC SYBT BANF 7 stocks |
$726,599
5.74% of portfolio
|
1
|
6
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
FRPT MKC HRL SMPL LANC BRBR UTZ CENTA 9 stocks |
$591,305
4.67% of portfolio
|
1
|
8
|
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MTD EXAS A WAT 4 stocks |
$492,113
3.89% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
RGEN WST ATRC STVN 4 stocks |
$401,825
3.17% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
WING DPZ FWRG SHAK 4 stocks |
$380,199
3.0% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
PSTG 1 stocks |
$355,315
2.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
TW HLI PJT SNEX 4 stocks |
$342,375
2.7% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
ELF CLX 2 stocks |
$337,598
2.67% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
MSA BRC 2 stocks |
$308,689
2.44% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW FAST TRNS 3 stocks |
$279,899
2.21% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
AAON CSL 2 stocks |
$260,752
2.06% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
NOVT FTV ESE 3 stocks |
$241,418
1.91% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MSCI FDS 2 stocks |
$241,279
1.91% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
ESAB 1 stocks |
$222,371
1.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
KNSL PLMR RLI 3 stocks |
$212,233
1.68% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
RYAN AMSF 2 stocks |
$207,419
1.64% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
NVT BE 2 stocks |
$196,132
1.55% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
HLNE 1 stocks |
$187,139
1.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV PHR 2 stocks |
$178,853
1.41% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
WH 1 stocks |
$176,796
1.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
TECH VCYT VCEL 3 stocks |
$165,838
1.31% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
LECO ROLL 2 stocks |
$162,121
1.28% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
BRP 1 stocks |
$156,752
1.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
MNST CELH 2 stocks |
$145,458
1.15% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RE 1 stocks |
$142,401
1.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
ACGL 1 stocks |
$117,789
0.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ULTA BBWI 2 stocks |
$117,198
0.93% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
AXON 1 stocks |
$100,405
0.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
PLNT OSW 2 stocks |
$98,310
0.78% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
CHWY 1 stocks |
$89,021
0.7% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
MOD 1 stocks |
$80,812
0.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
SSD 1 stocks |
$74,907
0.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VVV 1 stocks |
$53,433
0.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SXT 1 stocks |
$33,994
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
BOWL 1 stocks |
$27,141
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|