Clarkston Capital Partners, LLC

CIK 0001562855 · Q2 2026

13F Equity AUM

$1.2B

-9.7% QoQ

Positions

-2 QoQ

AUM Rank

#3,077

Top 25%

Skill Alpha (FF)

+0.1%/yr^ns

No Clear Edge

Rank #2,628 · Top 32%

vs S&P -3.7%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 35.0%Top 10: 51.7%Top 20: 75.5%

POST9.0%

CLVT8.3%

AMG6.5%

AVTR5.7%

CCC5.5%

LKQ13.6%

MIDD3.5%

NVST3.3%

ROP3.2%

WLY3.1%

Others (86)48.3%

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

Sector Allocation

Technology23.6%

Healthcare18.1%

Consumer Defensive16.9%

Financial Services16.1%

Industrials15.4%

Communication Services3.6%

Consumer Discretionary3.6%

Other2.6%

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

Position Sizing

Positions: 96Median: 0.18%Avg: 1.04%

0–0.5%

61(7.2%)

0.5–1%

6(4.7%)

1–3%

19(36.3%)

3–5%

5(16.8%)

5%+

5(35.0%)

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

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Portfolio Overlap

Shared: 0Unique: 96vs 20 funds

0%Low

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

New6Increased15Decreased62Exited8

New Positions

TYL0.9%

+38K

VEEV0.7%

+44K

NIQ0.6%

+728K

VRSK0.1%

+8K

SUI0.1%

+9K

FEDEX FGHT HLDG CO I…0.0%

+3K

Increased

CCC5.5%

+2.9M(+31%)

CLVT8.3%

+2.9M(+7%)

WAY2.7%

+610K(+64%)

RYAN2.3%

+409K(+135%)

NVST3.3%

+292K(+25%)

LKQ13.6%

+80K(+5%)

ROP3.2%

+18K(+19%)

ALC0.1%

+16K(+162%)

POST9.0%

+13K(+1%)

ZTS0.1%

+8K(+112%)

Decreased

AVTR5.7%

-1,840,075(-21%)

ENR1.5%

-550,040(-39%)

NEOG1.4%

-355,500(-16%)

CPRT0.1%

-206,047(-88%)

PRMB2.3%

-200,825(-15%)

LW2.9%

-199,225(-20%)

RAL1.2%

-188,612(-49%)

WLY3.1%

-183,475(-19%)

USFD1.6%

-101,960(-35%)

FTV1.3%

-101,550(-29%)

Exited

-665,185

-446,768

-36,260

-51,100

-4,670

-12,500

-7,250

-7,385

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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