Clarkston Capital Partners, LLC
Rochester MI · SEC CIK 0001562855
$13.11亿2026Q1 申报市值
98持仓数
48.7%前十大占比 · 第一大 9.0%
9 / 90新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ROP 加仓+$3,160.93万
WAY 新建仓+$2,291.73万
IT 加仓+$1,864.06万
RYAN 新建仓+$1,018.66万
CRM 新建仓+$198.62万
2026Q1 卖出最多 按季末市值估算
POST 减仓-$1.66亿
AMG 减仓-$1.63亿
USFD 减仓-$1.36亿
CHRW 减仓-$1.28亿
TAP 减仓-$1.16亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| POST | POST HLDGS INC | $1.18亿 | 9.00% | 1,193,067 | -1,675,300 | -58.4% | -$1.66亿 | 减仓 |
| CLVT | CLARIVATE PLC | $1.08亿 | 8.27% | 42,846,530 | -22,125,604 | -34.1% | -$5,597.78万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $8,680.30万 | 6.62% | 313,708 | -590,411 | -65.3% | -$1.63亿 | 减仓 |
| AVTR | AVANTOR INC | $6,765.44万 | 5.16% | 8,629,389 | -6,475,676 | -42.9% | -$5,076.93万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $5,746.05万 | 4.38% | 9,576,746 | -4,213,769 | -30.6% | -$2,528.26万 | 减仓 |
| LKQ | LKQ CORP | $4,516.35万 | 3.45% | 1,537,743 | -2,222,327 | -59.1% | -$6,526.97万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $4,186.72万 | 3.19% | 990,705 | -1,417,742 | -58.9% | -$5,991.38万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC | $3,879.37万 | 2.96% | 929,859 | -1,875,176 | -66.9% | -$7,823.23万 | 减仓 |
| MIDD | MIDDLEBY CORP | $3,838.40万 | 2.93% | 289,516 | -499,293 | -63.3% | -$6,619.63万 | 减仓 |
| IT | GARTNER INC | $3,635.36万 | 2.77% | 229,592 | 117,725 | 105.2% | $1,864.06万 | 加仓 |
| WLY | WILEY JOHN & SONS INC | $3,591.14万 | 2.74% | 942,556 | -1,675,389 | -64.0% | -$6,383.23万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $3,568.36万 | 2.72% | 484,174 | -993,491 | -67.2% | -$7,322.03万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $3,341.39万 | 2.55% | 94,427 | 89,327 | 1,751.5% | $3,160.93万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $2,998.87万 | 2.29% | 1,182,055 | -3,029,680 | -71.9% | -$7,686.30万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $2,900.12万 | 2.21% | 96,404 | -205,080 | -68.0% | -$6,169.42万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $2,864.29万 | 2.19% | 665,185 | -2,686,230 | -80.2% | -$1.16亿 | 减仓 |
| BRO | BROWN & BROWN INC | $2,705.31万 | 2.06% | 414,861 | -139,199 | -25.1% | -$907.72万 | 减仓 |
| USFD | US FOODS HLDG CORP | $2,670.17万 | 2.04% | 289,575 | -1,473,541 | -83.6% | -$1.36亿 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $2,478.69万 | 1.89% | 1,316,352 | -2,160,108 | -62.1% | -$4,067.48万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $2,295.87万 | 1.75% | 1,398,215 | -2,829,305 | -66.9% | -$4,645.72万 | 减仓 |
| WAY | WAYSTAR HLDG CORP | $2,291.73万 | 1.75% | 950,531 | 950,531 | — | $2,291.73万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $2,224.23万 | 1.70% | 130,423 | -122,102 | -48.4% | -$2,082.33万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $2,061.38万 | 1.57% | 131,106 | -235,144 | -64.2% | -$3,697.17万 | 减仓 |
| NEOG | NEOGEN CORP | $2,048.25万 | 1.56% | 2,204,788 | -9,123,882 | -80.5% | -$8,476.09万 | 减仓 |
| FTV | FORTIVE CORP | $1,922.25万 | 1.47% | 347,730 | -431,100 | -55.4% | -$2,383.12万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1,918.66万 | 1.46% | 115,533 | -768,998 | -86.9% | -$1.28亿 | 减仓 |
| ABNB | AIRBNB INC | $1,882.33万 | 1.44% | 149,060 | -47,735 | -24.3% | -$602.80万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1,866.43万 | 1.42% | 397,875 | -4,845 | -1.2% | -$22.73万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $1,718.68万 | 1.31% | 107,210 | -78,655 | -42.3% | -$1,260.92万 | 减仓 |
| RAL | RALLIANT CORP | $1,600.16万 | 1.22% | 384,747 | -174,468 | -31.2% | -$725.61万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1,151.15万 | 0.88% | 158,670 | -246,950 | -60.9% | -$1,791.62万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,149.91万 | 0.88% | 122,357 | -554,200 | -81.9% | -$5,208.36万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1,028.15万 | 0.78% | 59,975 | -80,965 | -57.4% | -$1,387.98万 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $1,018.66万 | 0.78% | 301,915 | 301,915 | — | $1,018.66万 | 新建仓 |
| FDX | FEDEX CORP | $961.86万 | 0.73% | 27,005 | -251,768 | -90.3% | -$8,967.47万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $935.47万 | 0.71% | 32,180 | -271,080 | -89.4% | -$7,880.29万 | 减仓 |
| CPRT | COPART INC | $773.81万 | 0.59% | 233,076 | -137,014 | -37.0% | -$454.89万 | 减仓 |
| BRBR | BELLRING BRANDS INC | $718.85万 | 0.55% | 446,768 | -707,347 | -61.3% | -$1,138.12万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $700.07万 | 0.53% | 38,375 | -181,264 | -82.5% | -$3,306.77万 | 减仓 |
| IEX | IDEX CORP | $687.31万 | 0.52% | 36,260 | -63,575 | -63.7% | -$1,205.06万 | 减仓 |
| BIL | SPDR SERIES TRUST | $560.97万 | 0.43% | 61,215 | -133,047 | -68.5% | -$1,219.24万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $558.19万 | 0.43% | 80,465 | -944,545 | -92.1% | -$6,552.31万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $443.56万 | 0.34% | 14,664 | -116,166 | -88.8% | -$3,513.80万 | 减仓 |
| GOOGL | ALPHABET INC | $392.18万 | 0.30% | 13,638 | -152,409 | -91.8% | -$4,382.76万 | 减仓 |
| MSFT | MICROSOFT CORP | $355.76万 | 0.27% | 9,611 | -88,088 | -90.2% | -$3,260.69万 | 减仓 |
| DHR | DANAHER CORP DEL | $342.80万 | 0.26% | 18,080 | -62,900 | -77.7% | -$1,192.58万 | 减仓 |
| SYY | SYSCO CORP | $320.73万 | 0.24% | 44,964 | -776,063 | -94.5% | -$5,535.71万 | 减仓 |
| DIS | DISNEY WALT CO | $315.13万 | 0.24% | 32,696 | -210,460 | -86.6% | -$2,028.43万 | 减仓 |
| PEP | PEPSICO INC | $313.43万 | 0.24% | 20,183 | -183,987 | -90.1% | -$2,857.19万 | 减仓 |
| AAPL | APPLE INC | $280.00万 | 0.21% | 11,033 | -154,783 | -93.3% | -$3,928.15万 | 减仓 |
| IVV | ISHARES TR | $276.85万 | 0.21% | 4,238 | -1,907 | -31.0% | -$124.57万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $240.43万 | 0.18% | 9,836 | -119,077 | -92.4% | -$2,910.66万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $234.80万 | 0.18% | 84,310 | -390,400 | -82.2% | -$1,087.26万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $229.86万 | 0.18% | 46,977 | -227,149 | -82.9% | -$1,111.44万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $217.95万 | 0.17% | 4,362 | -36,842 | -89.4% | -$1,840.85万 | 减仓 |
| MDT | MEDTRONIC PLC | $200.60万 | 0.15% | 23,151 | -190,708 | -89.2% | -$1,652.48万 | 减仓 |
| CRM | SALESFORCE INC | $198.62万 | 0.15% | 10,640 | 10,640 | — | $198.62万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $185.15万 | 0.14% | 12,818 | -112,380 | -89.8% | -$1,623.24万 | 减仓 |
| PAYX | PAYCHEX INC | $180.63万 | 0.14% | 19,608 | -178,288 | -90.1% | -$1,642.39万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $180.32万 | 0.14% | 39,500 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $179.94万 | 0.14% | 13,850 | -21,715 | -61.1% | -$282.12万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $175.97万 | 0.13% | 3,580 | -29,834 | -89.3% | -$1,466.43万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $169.38万 | 0.13% | 4,000 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $167.20万 | 0.13% | 63,500 | -442,470 | -87.4% | -$1,165.02万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $150.54万 | 0.11% | 19,530 | -125,024 | -86.5% | -$963.68万 | 减仓 |
| DGRO | ISHARES TR | $141.38万 | 0.11% | 20,145 | -124,224 | -86.0% | -$871.80万 | 减仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $140.86万 | 0.11% | 51,100 | -337,030 | -86.8% | -$929.02万 | 减仓 |
| WM | WASTE MGMT INC DEL | $125.53万 | 0.10% | 5,463 | -72,666 | -93.0% | -$1,669.69万 | 减仓 |
| DVA | DAVITA INC | $106.88万 | 0.08% | 6,954 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $106.20万 | 0.08% | 5,099 | -55,672 | -91.6% | -$1,159.48万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $105.93万 | 0.08% | 11,475 | -3,000 | -20.7% | -$27.69万 | 减仓 |
| GOOG | ALPHABET INC | $92.23万 | 0.07% | 3,215 | -5,780 | -64.3% | -$165.81万 | 减仓 |
| ZTS | ZOETIS INC | $89.65万 | 0.07% | 7,584 | 7,584 | — | $89.65万 | 新建仓 |
| USB | US BANCORP | $89.29万 | 0.07% | 17,167 | -648,106 | -97.4% | -$3,370.80万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $84.10万 | 0.06% | 1,755 | -15,776 | -90.0% | -$755.99万 | 减仓 |
| NOW | SERVICENOW INC | $83.66万 | 0.06% | 8,002 | 8,002 | — | $83.66万 | 新建仓 |
| — | EXXON MOBIL CORP | $79.23万 | 0.06% | 4,670 | -166,556 | -97.3% | -$2,825.70万 | 减仓 |
| IJH | ISHARES TR | $75.13万 | 0.06% | 11,125 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $73.99万 | 0.06% | 4,109 | 4,109 | — | $73.99万 | 新建仓 |
| ALC | ALCON AG | $73.62万 | 0.06% | 9,771 | 9,771 | — | $73.62万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.05% | 1 | -2 | -66.7% | -$143.63万 | 减仓 |
| EEM | ISHARES TR | $69.57万 | 0.05% | 12,250 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $64.48万 | 0.05% | 2,600 | -350 | -11.9% | -$8.68万 | 减仓 |
| — | UNITED STS 12 MONTH OIL FD L | $60.25万 | 0.05% | 12,500 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $58.20万 | 0.04% | 5,992 | -310 | -4.9% | -$3.01万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $54.02万 | 0.04% | 17,608 | 2 | 0.0% | $61 | 加仓 |
| NVDA | NVIDIA CORPORATION | $38.75万 | 0.03% | 2,222 | -6,485 | -74.5% | -$113.10万 | 减仓 |
| F | FORD MTR CO | $37.11万 | 0.03% | 32,160 | -7,172 | -18.2% | -$8.28万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $36.52万 | 0.03% | 7,250 | 7,250 | — | $36.52万 | 新建仓 |
| VNLA | JANUS DETROIT STR TR | $36.08万 | 0.03% | 7,385 | 7,385 | — | $36.08万 | 新建仓 |
| ORCL | ORACLE CORP | $34.58万 | 0.03% | 2,350 | -3,946 | -62.7% | -$58.06万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $33.22万 | 0.03% | 556 | -11,318 | -95.3% | -$676.31万 | 减仓 |
| RTX | RTX CORPORATION | $31.02万 | 0.02% | 1,608 | -414 | -20.5% | -$7.99万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $30.41万 | 0.02% | 1,034 | -1,111 | -51.8% | -$32.67万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $30.18万 | 0.02% | 6,000 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $29.92万 | 0.02% | 1,725 | -500 | -22.5% | -$8.67万 | 减仓 |
| NIC | NICOLET BANKSHARES INC | $23.11万 | 0.02% | 1,555 | 0 | 0.0% | — | 重新持有 |
| WFC | WELLS FARGO & CO | $21.10万 | 0.02% | 2,650 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -210,480 | -100.0% | -$2,923.78万 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -211,592 | -100.0% | -$2,098.78万 | 清仓 |