Clarkston Capital Partners, LLC Portfolio Holdings

Clarkston Capital Partners, LLC

  • $4.54 Billion
  • Q3 2025

Clarkston Capital Partners, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.54 Billion distributed in 207 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Post Holdings, Inc. with a value of $312M, Affiliated Managers Group, Inc. with a value of $294M, Clarivate PLC with a value of $255M, Avantor, Inc. with a value of $187M, and Lpl Financial Holdings Inc. with a value of $166M.

Examining the 13F form we can see an decrease of $128M in the current position value, from $4.67B to 4.54B.

Clarkston Capital Partners, LLC is based out at Bloomfield Hills, MI

Below you can find more details about Clarkston Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.54 Billion
Consumer Defensive: $1.07 Billion
Financial Services: $957 Million
Industrials: $742 Million
Healthcare: $550 Million
Technology: $523 Million
Communication Services: $258 Million
Basic Materials: $200 Million
Consumer Cyclical: $141 Million
Other: $102 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.38B
$312 Million 6.87% of portfolio
2,903,860
Q3 2025 Reduced 4.6%
$9.87B
$294 Million 6.47% of portfolio
1,232,333
Q3 2025 Reduced 14.14%
$2.33B
$255 Million 5.62% of portfolio
66,708,438
Q3 2025 Reduced 4.74%
$7.67B
$187 Million 4.12% of portfolio
15,020,325
Q3 2025 Added 7.43%
$29.6B
$166 Million 3.65% of portfolio
498,633
Q3 2025 Reduced 16.73%
$34.9B
$155 Million 3.42% of portfolio
449,763
Q3 2025 Reduced 4.66%
$9.3B
$152 Million 3.35% of portfolio
3,363,760
Q3 2025 Reduced 6.61%
$8.2B
$146 Million 3.22% of portfolio
2,515,657
Q3 2025 Reduced 26.16%
$16.1B
$145 Million 3.2% of portfolio
1,895,545
Q3 2025 Reduced 30.01%
$18.9B
$143 Million 3.16% of portfolio
1,083,588
Q3 2025 Reduced 23.5%
$37.9B
$142 Million 3.13% of portfolio
1,729,470
Q3 2025 Reduced 8.44%
$14.7B
$136 Million 2.98% of portfolio
2,860,060
Q3 2025 Reduced 6.67%
$8.25B
$109 Million 2.4% of portfolio
3,577,695
Q3 2025 Added 36.96%
$9.72B
$99.5 Million 2.19% of portfolio
1,499,600
Q3 2025 Reduced 5.56%
$1.7B
$96 Million 2.11% of portfolio
3,855,055
Q3 2025 Reduced 19.51%
$1.66B
$89.4 Million 1.97% of portfolio
2,207,824
Q3 2025 Added 16.66%
$6.36B
$86.3 Million 1.9% of portfolio
649,172
Q3 2025 Reduced 6.29%
$2.2B
$84.9 Million 1.87% of portfolio
3,140,306
Q3 2025 Reduced 6.17%
$68.9B
$80.2 Million 1.77% of portfolio
340,260
Q3 2025 Added 0.01%
$167B
$78.5 Million 1.73% of portfolio
822,313
Q3 2025 Reduced 9.07%
$4.64B
$73.8 Million 1.62% of portfolio
8,098,565
Q3 2025 Reduced 3.76%
$54.5B
$70.5 Million 1.55% of portfolio
376,835
Q3 2025 Added 26.99%
$1.38B
$66.8 Million 1.47% of portfolio
11,693,250
Q3 2025 Reduced 16.51%
$22.8B
$66.6 Million 1.47% of portfolio
710,070
Q3 2025 Reduced 4.81%
$18.4B
$63.3 Million 1.39% of portfolio
123,064
Q3 2025 Reduced 4.79%
$125B
$61.7 Million 1.36% of portfolio
1,035,362
Q3 2025 Added 0.05%
$55.9B
$55.2 Million 1.21% of portfolio
2,826,825
Q3 2025 Reduced 40.08%
$3.78T
$51.1 Million 1.12% of portfolio
98,581
Q3 2025 Reduced 1.78%
$41B
$49.8 Million 1.09% of portfolio
261,975
Q2 2025 Added 991.56%
$77.2B
$48.7 Million 1.07% of portfolio
229,037
Q3 2025 Reduced 1.39%
$255B
$44.7 Million 0.98% of portfolio
134,537
Q3 2025 Reduced 7.96%
$1.65T
$40.4 Million 0.89% of portfolio
166,068
Q3 2025 Added 0.09%
$4.3T
$39.7 Million 0.87% of portfolio
155,948
Q3 2025 Added 0.16%
$18.3B
$38.7 Million 0.85% of portfolio
147,159
Q3 2025 Added 569.67%
$18.3B
$38.2 Million 0.84% of portfolio
780,280
Q3 2025 Added 37.8%
$3.65B
$34.4 Million 0.76% of portfolio
945,940
Q3 2025 New
$67.6B
$32.9 Million 0.72% of portfolio
681,627
Q3 2025 Reduced 0.95%
$15.1B
$29.3 Million 0.65% of portfolio
210,000
Q1 2025 New
$120B
$29.3 Million 0.65% of portfolio
933,319
Q3 2025 Reduced 4.33%
$204B
$28.8 Million 0.63% of portfolio
205,405
Q3 2025 Added 1.62%
$193B
$28 Million 0.62% of portfolio
244,938
Q3 2025 Reduced 0.08%
$40.4B
$25.4 Million 0.56% of portfolio
200,704
Q3 2025 Reduced 1.68%
$522B
$23.1 Million 0.51% of portfolio
124,610
Q3 2025 Added 2.26%
$4.52B
$23.1 Million 0.51% of portfolio
188,175
Q3 2025 Reduced 3.88%
$512B
$23.3 Million 0.51% of portfolio
41,043
Q3 2025 Reduced 0.51%
$128B
$20.6 Million 0.45% of portfolio
216,584
Q3 2025 Reduced 0.28%
$346B
$18.7 Million 0.41% of portfolio
121,639
Q3 2025 Added 0.38%
$10.7B
$17.7 Million 0.39% of portfolio
141,215
Q3 2025 Added 25.68%
$68.7B
$17.7 Million 0.39% of portfolio
211,940
Q3 2025 Reduced 8.22%

Summary

  • Portfolio
  • No. of Stocks 207
  • Current Value $4.54 Billion
  • Prior Value $4.67 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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