Clarkston Capital Partners, LLC Portfolio Holdings

Clarkston Capital Partners, LLC

  • $4.67 Billion
  • Q2 2025

Clarkston Capital Partners, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.67 Billion distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Post Holdings, Inc. with a value of $332M, Clarivate PLC with a value of $301M, Affiliated Managers Group, Inc. with a value of $282M, Lpl Financial Holdings Inc. with a value of $225M, and Us Foods Holding Corp. with a value of $209M.

Examining the 13F form we can see an decrease of $364M in the current position value, from $5.04B to 4.67B.

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 $4.67 Billion
Consumer Defensive: $1.2 Billion
Financial Services: $1.01 Billion
Industrials: $757 Million
Technology: $519 Million
Healthcare: $515 Million
Communication Services: $248 Million
Basic Materials: $203 Million
Consumer Cyclical: $127 Million
Other: $90.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.38B
$332 Million 7.1% of portfolio
3,043,770
Q2 2025 Reduced 9.53%
$2.71B
$301 Million 6.44% of portfolio
70,030,431
Q2 2025 Reduced 6.03%
$8.37B
$282 Million 6.04% of portfolio
1,435,354
Q2 2025 Reduced 9.46%
$29.8B
$225 Million 4.81% of portfolio
598,782
Q2 2025 Reduced 11.19%
$17.7B
$209 Million 4.46% of portfolio
2,708,185
Q2 2025 Reduced 20.35%
$8.53B
$188 Million 4.03% of portfolio
13,982,090
Q2 2025 Added 45.77%
$7.62B
$177 Million 3.78% of portfolio
3,406,959
Q2 2025 Reduced 8.45%
$10.2B
$173 Million 3.71% of portfolio
3,601,775
Q2 2025 Reduced 20.9%
$16.7B
$155 Million 3.31% of portfolio
3,064,520
Q2 2025 Reduced 32.02%
$36.2B
$145 Million 3.09% of portfolio
471,771
Q2 2025 Reduced 7.6%
$40.9B
$143 Million 3.06% of portfolio
1,888,853
Q2 2025 Reduced 11.78%
$14.7B
$136 Million 2.91% of portfolio
1,416,507
Q2 2025 Reduced 14.77%
$9.19B
$116 Million 2.48% of portfolio
1,587,820
Q2 2025 Reduced 9.35%
$6.9B
$99.8 Million 2.14% of portfolio
692,764
Q2 2025 Added 0.61%
$8.14B
$96.7 Million 2.07% of portfolio
2,612,257
Q2 2025 Added 3.9%
$1.96B
$96.6 Million 2.07% of portfolio
4,789,400
Q2 2025 Added 13.87%
$1.84B
$84.5 Million 1.81% of portfolio
1,892,495
Q2 2025 Reduced 38.02%
$179B
$82.5 Million 1.77% of portfolio
904,319
Q2 2025 Reduced 1.2%
$26.8B
$82.7 Million 1.77% of portfolio
745,985
Q2 2025 Reduced 21.53%
$5.79B
$79.2 Million 1.69% of portfolio
8,414,540
Q2 2025 Added 66.03%
$60B
$77.3 Million 1.66% of portfolio
340,240
Q2 2025 Reduced 0.65%
$124B
$71.1 Million 1.52% of portfolio
1,034,827
Q2 2025 Reduced 30.93%
$1.63B
$67.2 Million 1.44% of portfolio
3,346,801
Q2 2025 Reduced 11.01%
$1.13B
$66.9 Million 1.43% of portfolio
14,005,725
Q2 2025 Added 123.16%
$29.2B
$54.1 Million 1.16% of portfolio
4,717,650
Q2 2025 Added 0.05%
$55.6B
$51.1 Million 1.09% of portfolio
296,743
Q2 2025 Added 238.5%
$3.95T
$49.9 Million 1.07% of portfolio
100,370
Q2 2025 Reduced 2.42%
$83.2B
$49.4 Million 1.06% of portfolio
232,262
Q2 2025 Reduced 2.1%
$227B
$46.6 Million 1.0% of portfolio
146,172
Q2 2025 Reduced 1.92%
$34.5B
$41.3 Million 0.88% of portfolio
261,975
Q2 2025 Added 991.56%
$14.2B
$40.6 Million 0.87% of portfolio
129,259
Q2 2025 New
$141B
$34.8 Million 0.75% of portfolio
975,594
Q2 2025 Reduced 2.3%
$3.69T
$31.9 Million 0.68% of portfolio
155,692
Q2 2025 Reduced 0.4%
$16B
$31.1 Million 0.67% of portfolio
210,000
Q1 2025 New
$68B
$31.1 Million 0.67% of portfolio
688,187
Q2 2025 Reduced 2.29%
$207B
$30.4 Million 0.65% of portfolio
245,123
Q2 2025 Added 1.89%
$48.7B
$29.7 Million 0.64% of portfolio
204,137
Q2 2025 Reduced 2.33%
$16.9B
$29.5 Million 0.63% of portfolio
566,260
Q2 2025 Added 67.73%
$1.21T
$29.2 Million 0.63% of portfolio
165,916
Q2 2025 Reduced 2.2%
$4.66B
$27.2 Million 0.58% of portfolio
195,775
Q2 2025 New
$202B
$26.7 Million 0.57% of portfolio
202,121
Q2 2025 Added 2.99%
$63.8B
$23.3 Million 0.5% of portfolio
230,922
Q2 2025 Reduced 20.45%
$548B
$23.2 Million 0.5% of portfolio
41,253
Q2 2025 Reduced 2.92%
$11B
$21.3 Million 0.46% of portfolio
112,365
Q2 2025 Added 17.3%
$63.5B
$19.6 Million 0.42% of portfolio
194,684
Q2 2025 Reduced 0.54%
$49.3B
$19.5 Million 0.42% of portfolio
589,262
Q2 2025 Reduced 2.09%
$122B
$18.9 Million 0.41% of portfolio
217,197
Q2 2025 Reduced 20.64%
$368B
$19.3 Million 0.41% of portfolio
121,174
Q2 2025 Reduced 2.38%
$452B
$18.6 Million 0.4% of portfolio
121,857
Q2 2025 Reduced 2.03%

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $4.67 Billion
  • Prior Value $5.04 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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