Champlain Investment Partners, LLC
CIK 1315478 · View on SEC EDGAR ↗
- Portfolio value
- $3.9B
- Positions
- 129
- As of
- June 30, 2026
Portfolio value QoQ: -50.6% 13F does not disclose cash
- Top 10 holdings weight
- 17.56%
- Top 25 holdings weight
- 35.76%
- Positions above 1%
- 27
- Effective number of positions
- 100.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.1% Est. buys $123,434,694 · sells $5,197,975,148
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 66.2% still held
- New positions
- 7
- Increased
- 7
- Decreased
- 115
- Closed
- 8
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +1.7% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 99.1% · Options excluded: 0.0%
Sector breakdown
Full portfolio 129 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| NTNX Nutanix, Inc. - Class A Common Stock | $103,666,756 | 2.66% | 2,034,277 | $-48,759,236 | Down ×1 | ||
| PSTG Everpure, Inc. Class A common stock | $90,081,868 | 2.31% | 1,143,316 | $-32,766,320 | Down ×1 | ||
| ESAB ESAB Corporation Common Stock | $74,571,973 | 1.92% | 756,078 | $-51,553,281 | Down ×4 | ||
| PEN Penumbra, Inc. Common Stock | $69,159,354 | 1.78% | 219,032 | $-92,195,753 | Down ×6 | ||
| WH Wyndham Hotels & Resorts, Inc. Common Stock | $59,902,194 | 1.54% | 711,343 | $-52,024,379 | Down ×3 | ||
| SFM Sprouts Farmers Market, Inc. - Common Stock | $59,067,881 | 1.52% | 698,367 | $-32,071,241 | Down ×1 | ||
| CFR Cullen/Frost Bankers, Inc. Common Stock | $58,657,337 | 1.51% | 379,610 | $-58,572,108 | Down ×4 | ||
| OKTA Okta, Inc. - Class A Common Stock | $56,351,803 | 1.45% | 412,985 | $-49,161,707 | Down ×3 | ||
| CBSH Commerce Bancshares, Inc. - Common Stock | $56,125,146 | 1.44% | 971,864 | $-55,327,762 | Down ×1 | ||
| MSA MSA Safety Incorporated Common Stock | $55,908,023 | 1.44% | 320,243 | $-49,328,039 | Down ×5 | ||
| CAVA CAVA Group, Inc. Common Stock | $55,023,662 | 1.41% | 701,117 | $-58,024,461 | Down ×3 | ||
| SNPS Synopsys, Inc. - Common Stock | $54,074,836 | 1.39% | 121,225 | $-98,496,615 | Down ×1 | ||
| FND Floor & Decor Holdings, Inc. Common Stock | $53,633,363 | 1.38% | 903,527 | $-61,868,768 | Down ×1 | ||
| NOVT Novanta Inc. - Common Shares | $52,891,376 | 1.36% | 326,007 | $6,578,437 | Down ×4 | ||
| CVLT Commvault Systems, Inc. - Common Stock | $48,410,574 | 1.24% | 341,569 | $17,926,297 | Down ×2 | ||
| SPXC SPX Technologies, Inc. Common Stock | $47,633,834 | 1.22% | 194,289 | $1,721,212 | Down ×4 | ||
| EOG EOG Resources, Inc. Common Stock | $46,707,341 | 1.20% | 360,035 | $-106,483,368 | Down ×1 | ||
| AAON AAON, Inc. - Common Stock | $45,877,777 | 1.18% | 361,641 | $-86,688,220 | Down ×3 | ||
| SSD Simpson Manufacturing Company, Inc. Common Stock | $44,961,053 | 1.16% | 214,765 | $1,279,472 | Down ×4 | ||
| TPL Texas Pacific Land Corporation Common Stock | $43,588,944 | 1.12% | 99,600 | $-76,456,703 | Down ×1 | ||
| RGEN Repligen Corporation - Common Stock | $43,518,220 | 1.12% | 318,955 | $-38,231,776 | Down ×6 | ||
| TW Tradeweb Markets Inc. - Class A Common Stock | $43,333,364 | 1.11% | 434,812 | $-129,566,359 | Down ×1 | ||
| VEEV Veeva Systems Inc. Class A Common Stock | $43,315,813 | 1.11% | 244,074 | $-86,400,138 | Down ×1 | ||
| FAST Fastenal Company - Common Stock | $42,808,419 | 1.10% | 891,285 | $-91,807,864 | Down ×1 | ||
| WING Wingstop Inc. - Common Stock | $42,551,172 | 1.09% | 245,379 | $-41,816,821 | Down ×3 | ||
| IEX IDEX Corporation Common Stock | $40,519,426 | 1.04% | 178,539 | $-80,844,511 | Down ×6 | ||
| RMBS Rambus, Inc. - Common Stock | $39,738,108 | 1.02% | 299,368 | $9,006,213 | Down ×1 | ||
| CSW CSW Industrials, Inc. Common Stock | $38,544,550 | 0.99% | 138,500 | $-3,857,288 | Down ×4 | ||
| GKOS Glaukos Corporation Common Stock | $38,457,899 | 0.99% | 275,171 | $4,111,452 | Down ×4 | ||
| CRDO Credo Technology Group Holding Ltd - Ordinary Shares | $38,345,766 | 0.99% | 141,003 | $-4,900,331 | Down ×1 | ||
| GWW W.W. Grainger, Inc. Common Stock | $37,884,419 | 0.97% | 27,848 | $-69,701,080 | Down ×3 | ||
| SKWD Skyward Specialty Insurance Group, Inc. - Common Stock | $37,666,442 | 0.97% | 645,526 | $4,255,129 | Down ×3 | ||
| MTDR Matador Resources Company Common Stock | $36,970,760 | 0.95% | 742,683 | $-10,086,020 | Down ×1 | ||
| RBRK Rubrik, Inc. Class A Common Stock | $36,630,640 | 0.94% | 456,286 | $-25,067,887 | Down ×1 | ||
| TOST Toast, Inc. Class A Common Stock | $36,554,757 | 0.94% | 1,313,974 | $-44,780,601 | Down ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $36,425,710 | 0.94% | 106,814 | $-23,644,591 | Down ×6 | ||
| RBA RB Global, Inc. Common Stock | $36,311,323 | 0.93% | 311,819 | $921,778 | Down ×6 | ||
| CSL Carlisle Companies Incorporated Common Stock | $36,269,559 | 0.93% | 99,985 | $-69,479,640 | Down ×2 | ||
| AXON Axon Enterprise, Inc. - Common Stock | $36,218,209 | 0.93% | 64,605 | $-45,016,494 | Down ×1 | ||
| ACGL Arch Capital Group Ltd. - Common Stock | $35,984,510 | 0.92% | 370,745 | $-85,182,227 | Down ×2 | ||
| KNSL Kinsale Capital Group, Inc. Common Stock | $35,288,021 | 0.91% | 106,995 | $-38,105,672 | Down ×6 | ||
| PLMR Palomar Holdings, Inc. - Common stock | $34,438,747 | 0.88% | 272,480 | $-4,631,539 | Down ×3 | ||
| FFIN First Financial Bankshares, Inc. - Common Stock | $33,784,478 | 0.87% | 976,430 | $-765,526 | Down ×5 | ||
| KAI Kadant Inc Common Stock | $33,721,907 | 0.87% | 107,316 | $-4,014,923 | Down ×4 | ||
| VCEL Vericel Corporation - Common Stock | $33,626,788 | 0.86% | 755,828 | $7,402,673 | Down ×2 | ||
| AME AMETEK, Inc. | $33,508,206 | 0.86% | 138,498 | $-57,671,535 | Down ×6 | ||
| WHD Cactus, Inc. Class A Common Stock | $32,450,055 | 0.83% | 633,419 | $1,825,871 | Down ×1 | ||
| VVV Valvoline Inc. Common Stock | $32,323,713 | 0.83% | 817,494 | $-1,531,288 | Down ×4 | ||
| EAT Brinker International, Inc. Common Stock | $31,795,008 | 0.82% | 189,256 | $8,994,353 | Up ×2 | ||
| CELH Celsius Holdings, Inc. - Common Stock | $31,730,414 | 0.82% | 1,083,689 | $-52,523,232 | Down ×1 | ||
| WAT Waters Corporation Common Stock | $31,668,378 | 0.81% | 84,440 | $-51,667,974 | Down ×5 | ||
| SXI Standex International Corporation Common Stock | $31,488,194 | 0.81% | 88,037 | $-11,446,286 | Down ×4 | ||
| RAL Ralliant Corporation Common Stock | $31,480,580 | 0.81% | 427,551 | $5,740,446 | Down ×1 | ||
| EW Edwards Lifesciences Corporation Common Stock | $31,357,054 | 0.81% | 346,640 | $-51,405,386 | Down ×6 | ||
| COO The Cooper Companies, Inc. - Common Stock | $30,908,803 | 0.79% | 431,025 | $-84,069,632 | Down ×4 | ||
| TECH Bio-Techne Corp - Common Stock | $30,713,745 | 0.79% | 434,731 | $-45,281,231 | Down ×1 | ||
| SITM SiTime Corporation - Common Stock | $29,399,667 | 0.76% | 39,433 | $17,805,577 | Up ×1 | ||
| RYAN Ryan Specialty Holdings, Inc. Class A Common Stock | $29,371,880 | 0.75% | 777,857 | $-47,208,034 | Down ×3 | ||
| WCN Waste Connections, Inc. Common Shares | $28,188,112 | 0.72% | 169,105 | $-62,288,531 | Down ×1 | ||
| HLI Houlihan Lokey, Inc. Class A Common Stock | $28,165,020 | 0.72% | 209,983 | $-74,914,501 | Down ×1 | ||
| SNEX StoneX Group Inc. - Common Stock | $28,055,942 | 0.72% | 236,759 | $-14,612,062 | Down ×1 | ||
| MMSI Merit Medical Systems, Inc. - Common Stock | $28,007,951 | 0.72% | 403,922 | $7,983,786 | Up ×1 | ||
| PJT PJT Partners Inc. Class A Common Stock | $27,623,378 | 0.71% | 183,009 | $-2,450,095 | Down ×1 | ||
| SXT Sensient Technologies Corporation Common Stock | $27,415,874 | 0.70% | 222,369 | $4,872,841 | Down ×6 | ||
| MTD Mettler-Toledo International, Inc. Common Stock | $26,931,188 | 0.69% | 21,081 | $-61,612,619 | Down ×3 | ||
| ATRC AtriCure, Inc. - Common Stock | $26,261,105 | 0.67% | 938,567 | $-1,444,692 | Down ×6 | ||
| KRMN Karman Holdings Inc. Common Stock | $25,999,035 | 0.67% | 520,814 | $-40,508,906 | Down ×1 | ||
| EPAC Enerpac Tool Group Corp. Common Stock | $25,772,976 | 0.66% | 718,711 | $-2,978,914 | Down ×3 | ||
| MDB MongoDB, Inc. - Class A Common Stock | $25,721,543 | 0.66% | 76,575 | $-28,877,832 | Down ×6 | ||
| MSCI MSCI Inc. Common Stock | $25,430,856 | 0.65% | 45,409 | $-56,624,792 | Down ×3 | ||
| XYL Xylem Inc. Common Stock New | $25,156,270 | 0.65% | 212,810 | $-62,279,490 | Down ×6 | ||
| CBC Central Bancompany, Inc. - Class A Common Stock | $24,972,907 | 0.64% | 822,018 | $-8,510,510 | Down ×2 | ||
| GABC German American Bancorp, Inc. - Common Stock | $24,710,619 | 0.63% | 520,662 | $-1,468,601 | Down ×4 | ||
| BANF BancFirst Corporation - Common Stock | $24,709,422 | 0.63% | 222,347 | $473,234 | Down ×6 | ||
| LPLA LPL Financial Holdings Inc. - Common Stock | $24,256,873 | 0.62% | 86,115 | $-6,141,999 | Down ×1 | ||
| S SentinelOne, Inc. Class A Common Stock | $24,122,702 | 0.62% | 1,421,491 | $-7,291,386 | Down ×3 | ||
| A Agilent Technologies, Inc. Common Stock | $23,530,303 | 0.60% | 177,146 | $-46,002,740 | Down ×3 | ||
| RLI RLI Corp. Common Stock (DE) | $23,138,428 | 0.59% | 391,712 | $-3,351,347 | Down ×3 | ||
| STE STERIS plc (Ireland) Ordinary Shares | $23,000,561 | 0.59% | 109,230 | $-39,861,170 | Down ×4 | ||
| GMED Globus Medical, Inc. Class A Common Stock | $22,982,271 | 0.59% | 290,878 | $-7,178,295 | Down ×3 | ||
| BWIN The Baldwin Insurance Group, Inc. - Class A Common Stock | $22,939,550 | 0.59% | 863,038 | $247,886 | Down ×3 | ||
| BE Bloom Energy Corporation Class A Common Stock | $22,406,157 | 0.58% | 74,021 | $-35,130,620 | Down ×1 | ||
| PRCT PROCEPT BioRobotics Corporation - Common Stock | $22,159,583 | 0.57% | 981,381 | $-6,259,830 | Down ×2 | ||
| ELF e.l.f. Beauty, Inc. Common Stock | $22,079,232 | 0.57% | 298,368 | $-56,283,134 | Down ×1 | ||
| ZS Zscaler, Inc. - Common Stock | $22,000,909 | 0.57% | 155,869 | $-39,576,440 | Down ×1 | ||
| CHWY Chewy, Inc. Class A Common Stock | $21,900,711 | 0.56% | 1,114,540 | $-52,357,497 | Down ×2 | ||
| HTFL Heartflow, Inc. - Common Stock | $21,524,029 | 0.55% | 733,607 | $7,718,603 | Up ×1 | ||
| BRKR Bruker Corporation - Common Stock | $21,408,794 | 0.55% | 355,746 | $-447,960 | Down ×2 | ||
| TER Teradyne, Inc. - Common Stock | $21,034,460 | 0.54% | 43,474 | Up ×1 | |||
| AKAM Akamai Technologies, Inc. - Common Stock | $20,924,943 | 0.54% | 177,015 | $-108,320,356 | Down ×1 | ||
| VLTO Veralto Corp Common Stock | $20,837,938 | 0.54% | 234,979 | $-41,817,712 | Down ×4 | ||
| SYBT Stock Yards Bancorp, Inc. - Common Stock | $20,691,711 | 0.53% | 270,586 | $-674,352 | Down ×6 | ||
| NDSN Nordson Corporation - Common Stock | $20,488,975 | 0.53% | 67,914 | $-52,705,195 | Down ×4 | ||
| AVAV AeroVironment, Inc. - Common Stock | $20,240,223 | 0.52% | 122,616 | $-33,773,622 | Down ×1 | ||
| EQT EQT Corporation Common Stock | $19,776,847 | 0.51% | 371,955 | Up ×1 | |||
| DDOG Datadog, Inc. - Class A Common Stock | $19,606,149 | 0.50% | 75,304 | $-63,442,380 | Down ×1 | ||
| BRO Brown & Brown, Inc. Common Stock | $18,967,872 | 0.49% | 295,680 | $-44,173,276 | Down ×2 | ||
| CAI Caris Life Sciences, Inc. - Common Stock | $18,690,721 | 0.48% | 1,048,862 | $-2,907,657 | Down ×1 | ||
| OSW OneSpaWorld Holdings Limited - Common Shares | $18,411,633 | 0.47% | 651,970 | $1,299,539 | Down ×3 | ||
| SOLS Solstice Advanced Materials Inc. - Common Stock | $18,321,240 | 0.47% | 206,786 | $-1,180,442 | Down ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| NOW | $360,883 | 0.01% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| TW | Trimmed | -1.0M | -$129.6M |
| EOG | Trimmed | -700K | -$106.5M |
| SNPS | Trimmed | -264K | -$98.5M |
| PEN | Trimmed | -272K | -$92.2M |
| FAST | Trimmed | -2.0M | -$91.8M |
| AAON | Trimmed | -1.2M | -$86.7M |
| VEEV | Trimmed | -494K | -$86.4M |
| ACGL | Trimmed | -892K | -$85.2M |
| COO | Trimmed | -1.2M | -$84.1M |
| IEX | Trimmed | -462K | -$80.8M |
2 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| CFLT | March 31, 2026 | 5,489,498 | $166,002,420 | No longer tracked |
| KEYS | March 31, 2025 | 951,370 | $152,818,563 | 111.7% |
| SJM | March 31, 2025 | 1,312,375 | $144,518,735 | 3.7% |
| EXAS | March 31, 2026 | 1,352,745 | $137,384,782 | No longer tracked |
| EG | Dec. 31, 2025 | 384,141 | $134,537,702 | 8.8% |
| ROK | Dec. 31, 2025 | 356,115 | $124,472,876 | 12.2% |
| MKC | March 31, 2026 | 1,740,550 | $118,548,861 | 9.7% |
| SMAR | March 31, 2025 | 2,085,845 | $116,869,895 | No longer tracked |
| LW | March 31, 2025 | 1,747,255 | $116,769,052 | 0.1% |
| SFBS | March 31, 2026 | 1,568,859 | $112,628,388 | -40.3% |
| FRPT | March 31, 2026 | 1,776,396 | $108,235,808 | 24.9% |
| HLNE | June 30, 2026 | 1,087,227 | $108,070,364 | 34.2% |
| TTC | June 30, 2025 | 1,435,966 | $104,466,527 | 38.1% |
| IDXX | Sept. 30, 2025 | 192,226 | $103,098,493 | -14.4% |
| FDS | March 31, 2026 | 343,281 | $99,616,713 | 37.5% |
| WDAY | March 31, 2026 | 460,645 | $98,937,333 | 50.4% |
| AJG | March 31, 2025 | 343,280 | $97,440,028 | -24.7% |
| FTV | March 31, 2026 | 1,763,637 | $97,370,399 | 8.4% |
| BFB | June 30, 2025 | 2,633,390 | $89,377,257 | No longer tracked |
| PCOR | June 30, 2026 | 1,469,355 | $83,753,235 | 53.2% |
| HRL | Dec. 31, 2025 | 2,961,282 | $73,262,117 | 1.1% |
| DXCM | Dec. 31, 2025 | 1,086,120 | $73,085,015 | 34.8% |
| ULTA | Dec. 31, 2025 | 122,920 | $67,206,510 | -14.3% |
| WSFS | Dec. 31, 2025 | 1,194,893 | $64,440,580 | 45.7% |
| CLX | Dec. 31, 2025 | 521,745 | $64,331,158 | 4.6% |
| IRTC | Dec. 31, 2025 | 365,627 | $62,884,188 | -27.8% |
| HOLX | June 30, 2025 | 1,014,070 | $62,639,104 | No longer tracked |
| SMPL | Dec. 31, 2025 | 2,496,072 | $61,952,507 | -45.7% |
| CART | March 31, 2026 | 1,373,352 | $61,773,373 | 34.1% |
| NEOG | June 30, 2025 | 6,830,310 | $59,218,788 | 148.3% |
| OLLI | June 30, 2025 | 473,588 | $55,106,700 | -43.2% |
| ESE | Dec. 31, 2025 | 259,805 | $54,847,434 | 45.2% |
| FROG | Sept. 30, 2025 | 1,239,962 | $54,409,533 | 82.8% |
| WST | June 30, 2026 | 205,979 | $51,626,577 | -1.7% |
| OMCL | June 30, 2025 | 1,450,802 | $50,720,038 | 20.0% |
| CWAN | March 31, 2025 | 1,817,308 | $50,012,316 | No longer tracked |
| BBWI | Dec. 31, 2025 | 1,940,685 | $49,992,046 | -3.1% |
| TTD | March 31, 2026 | 1,301,060 | $49,388,238 | -41.7% |
| MGPI | March 31, 2025 | 1,193,147 | $46,974,197 | -40.0% |
| DKS | June 30, 2025 | 226,900 | $45,733,964 | -9.7% |
| CNMD | Sept. 30, 2025 | 835,854 | $43,531,276 | 8.6% |
| ENTG | June 30, 2025 | 461,440 | $40,366,771 | 79.6% |
| SIGI | March 31, 2025 | 423,984 | $39,650,984 | -0.3% |
| OS | March 31, 2026 | 2,116,556 | $38,902,299 | No longer tracked |
| MNST | March 31, 2026 | 504,170 | $38,654,714 | -34.3% |
| RBRK | June 30, 2025 | 603,740 | $36,816,065 | 7.6% |
| SPSC | Dec. 31, 2025 | 352,748 | $36,735,177 | -11.4% |
| ALAB | June 30, 2026 | 327,619 | $35,907,042 | -40.0% |
| UTZ | Dec. 31, 2025 | 2,945,434 | $35,787,023 | 36.3% |
| HAYW | March 31, 2025 | 2,158,772 | $33,007,624 | 6.0% |
| BRBR | June 30, 2025 | 442,394 | $32,940,657 | -82.3% |
| TENB | Dec. 31, 2025 | 1,110,975 | $32,396,031 | 38.3% |
| VCYT | March 31, 2025 | 800,355 | $31,694,058 | 39.6% |
| CENTA | Dec. 31, 2025 | 1,068,329 | $31,547,756 | 30.4% |
| JJSF | Dec. 31, 2025 | 326,555 | $31,378,670 | -2.7% |
| COCO | March 31, 2025 | 838,404 | $30,945,492 | 112.1% |
| MZTI | March 31, 2026 | 172,024 | $28,284,186 | -18.3% |
| PHR | March 31, 2026 | 1,609,941 | $27,240,202 | 41.8% |
| TNDM | Sept. 30, 2025 | 1,455,123 | $27,123,493 | 83.3% |
| LUCK | Dec. 31, 2025 | 2,567,807 | $26,294,344 | -20.3% |
| MASI | June 30, 2026 | 141,284 | $25,130,185 | No longer tracked |
| SG | Sept. 30, 2025 | 1,664,750 | $24,771,480 | -16.8% |
| RAL | Sept. 30, 2025 | 431,387 | $20,917,956 | 46.0% |
| BE | Dec. 31, 2025 | 234,725 | $19,850,693 | 137.2% |
| BRBR | March 31, 2026 | 731,895 | $19,563,553 | -36.2% |
| AORT | Dec. 31, 2025 | 423,053 | $17,912,064 | -38.4% |
| STVN | March 31, 2026 | 801,304 | $16,122,236 | 61.5% |
| VERX | March 31, 2026 | 739,673 | $14,771,270 | 10.8% |
| AMSF | June 30, 2026 | 377,823 | $12,592,841 | -23.2% |
| AIN | Sept. 30, 2025 | 172,011 | $12,063,131 | 10.5% |
| TRS | June 30, 2025 | 351,137 | $8,227,140 | 35.2% |
| INSP | June 30, 2026 | 158,989 | $8,200,653 | 36.1% |
| IWR | June 30, 2026 | 35,300 | $3,432,219 | No longer tracked |