Champlain Investment Partners, LLC

CIK 0001315478 · Q2 2026

13F Equity AUM

$3.9B

-50.6% QoQ

Positions

129

-1 QoQ

AUM Rank

#1,697

Top 14%

Skill Alpha (FF)

-0.5%/yr^ns

No Clear Edge

Rank #3,499 · Top 42%

vs S&P -2.0%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 10.2%Top 10: 17.6%Top 20: 30.2%

NTNX2.7%

PSTG2.3%

ESAB1.9%

PEN1.8%

WH1.5%

SFM1.5%

CFR1.5%

OKTA1.4%

CBSH1.4%

MSA1.4%

Others (119)82.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Industrials25.2%

Technology21.4%

Financial Services17.8%

Healthcare16.7%

Consumer Cyclical8.8%

Energy5.4%

Consumer Defensive2.9%

Other1.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 129Median: 0.69%Avg: 0.78%

0–0.5%

33(11.7%)

0.5–1%

69(50.5%)

1–3%

27(37.8%)

3–5%

0(0.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 129vs 20 funds

0%Low

129

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New7Increased7Decreased115Exited8

New Positions

TER0.5%

+43K

EQT0.5%

+372K

DC40.5%

+269K

SNOW0.4%

+66K

IRTC0.3%

+97K

NTRA0.2%

+24K

LINCOLN INTL INC0.2%

+280K

Increased

HTFL0.6%

+166K(+29%)

MMSI0.7%

+113K(+39%)

EAT0.8%

+30K(+19%)

SIBN0.4%

+19K(+2%)

KTOS0.3%

+13K(+6%)

SITM0.8%

+6K(+17%)

NOW0.0%

+785(+28%)

Decreased

GTLB0.3%

-3,406,436(-89%)

FAST1.1%

-2,009,928(-69%)

NTNX2.7%

-1,975,878(-49%)

TOST0.9%

-1,754,127(-57%)

TSCO0.3%

-1,643,610(-82%)

CHWY0.6%

-1,635,764(-59%)

RYAN0.8%

-1,491,850(-66%)

FND1.4%

-1,370,137(-60%)

CBSH1.4%

-1,293,439(-57%)

CELH0.8%

-1,290,991(-54%)

Exited

-1,087,227

-1,469,355

-205,979

-327,619

-141,284

-377,823

-158,989

-35,300

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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