Clarkston Capital Partners, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- A decrease of -3,140,306 shares of $HI (~$99,610,506). This was a decrease of ~100% from their previous position.
- A decrease of -328,214 shares of $AMG (~$94,617,532). This was a decrease of ~27% from their previous position.
- A decrease of -197,149 shares of $LPLA (~$70,415,708). This was a decrease of ~40% from their previous position.
- A decrease of -123,064 shares of $MEDP (~$69,118,896). This was a decrease of ~100% from their previous position.
- A decrease of -908,443 shares of $SYY (~$66,943,165). This was a decrease of ~53% from their previous position.
- A decrease of -2,312,125 shares of $WBD (~$66,635,442). This was a decrease of ~82% from their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Clarkston Capital Partners, LLC for more details.
