Champlain Investment Partners, LLC
- SEC CIK
- 0001315478
- Latest filing
- Aug 12, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 126
- +5 vs. Q2 2023
- Portfolio value
- $15.4B
- −$834.6M (−5.1%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PEverpure, Inc. | CL A | 12,745,983 | $454.0M | 2.9% | −1,420,750−10.0% | Reduced | History |
| FTVFortive Corp | Stock | 5,194,811 | $385.2M | 2.5% | −12,160−0.2% | Reduced | History |
| EGEverest Group, Ltd. | COM | 1,003,440 | $372.9M | 2.4% | −2,460−0.2% | Reduced | History |
| AMEAmetek Inc | COM | 2,473,220 | $365.4M | 2.4% | −6,460−0.3% | Reduced | History |
| NTNXNutanix, Inc. | Stock | 10,303,836 | $359.4M | 2.3% | +1,647,445+19.0% | Added | History |
| OKTAOkta, Inc. | CL A | 4,195,962 | $342.0M | 2.2% | +36,945+0.9% | Added | History |
| WDAYWorkday, Inc. | CL A | 1,322,816 | $284.2M | 1.8% | −357,735−21.3% | Reduced | History |
| ZSZscaler, Inc. | Stock | 1,694,660 | $263.7M | 1.7% | −92,345−5.2% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 1,256,377 | $255.6M | 1.7% | −4,250−0.3% | Reduced | History |
| FRPTFreshpet, Inc. | Stock | 3,797,098 | $250.2M | 1.6% | +58,663+1.6% | Added | History |
| IEXIdex Corp | COM | 1,142,816 | $237.7M | 1.5% | +73,820+6.9% | Added | History |
| STESTERIS plc | SHS USD | 1,078,477 | $236.6M | 1.5% | −2,865−0.3% | Reduced | History |
| NDSNNordson Corp | COM | 1,032,860 | $230.5M | 1.5% | +48,795+5.0% | Added | History |
| WATWaters Corp | COM | 803,634 | $220.4M | 1.4% | +47,085+6.2% | Added | History |
| TTCToro Co | COM | 2,488,206 | $206.8M | 1.3% | −1,365−0.1% | Reduced | History |
| DXCMDexcom Inc | COM | 2,157,718 | $201.3M | 1.3% | +264,220+14.0% | Added | History |
| XYLXylem Inc. | COM | 2,181,971 | $198.6M | 1.3% | +1,005,724+85.5% | Added | History |
| CFRCullen/Frost Bankers, Inc. | COM | 2,154,377 | $196.5M | 1.3% | +1,055,941+96.1% | Added | History |
| HRLHormel Foods Corp | COM | 5,163,022 | $196.3M | 1.3% | +817,250+18.8% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 2,767,323 | $191.7M | 1.2% | −3,170−0.1% | Reduced | History |
| FDSFactset Research Systems Inc | Stock | 433,007 | $189.3M | 1.2% | −510−0.1% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 900,670 | $186.4M | 1.2% | −172,635−16.1% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 2,692,309 | $183.3M | 1.2% | +561,800+26.4% | Added | History |
| PLNTPlanet Fitness, Inc. | CL A | 3,672,185 | $180.6M | 1.2% | +569,026+18.3% | Added | History |
| TWTradeweb Markets Inc. | Stock | 2,207,240 | $177.0M | 1.1% | −1,767,480−44.5% | Reduced | History |
| ALGNAlign Technology Inc | COM | 578,182 | $176.5M | 1.1% | −965−0.2% | Reduced | History |
| NEWRNew Relic, Inc. | COM | 1,979,589 | $169.5M | 1.1% | −10,766−0.5% | Reduced | History |
| BBWIBath & Body Works, Inc. | COM | 4,923,710 | $166.4M | 1.1% | +1,354,665+38.0% | Added | History |
| SNPSSynopsys Inc | COM | 351,991 | $161.6M | 1.0% | −1,440−0.4% | Reduced | History |
| MDBMongoDB, Inc. | CL A | 463,269 | $160.2M | 1.0% | −2,000−0.4% | Reduced | History |
| JBTMJBT Marel Corp | COM | 1,518,258 | $159.6M | 1.0% | −1,572−0.1% | Reduced | History |
| TOSTToast, Inc. | Stock | 8,381,365 | $157.0M | 1.0% | +1,315,780+18.6% | Added | History |
| TWNKHostess Brands, Inc. | CL A | 4,696,565 | $156.4M | 1.0% | +782,630+20.0% | Added | History |
| MKCMcCormick & Co Inc | Stock | 2,066,377 | $156.3M | 1.0% | −8,820−0.4% | Reduced | History |
| MTDMettler Toledo International Inc | COM | 139,282 | $154.3M | 1.0% | +139,282 | New | History |
| TSCOTractor Supply Co | COM | 745,793 | $151.4M | 1.0% | +58,610+8.5% | Added | History |
| CLXClorox Co | Stock | 1,151,604 | $150.9M | 1.0% | −6,110−0.5% | Reduced | History |
| RBCRBC Bearings INC | COM | 643,145 | $150.6M | 1.0% | +125,090+24.1% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 632,748 | $148.3M | 1.0% | −121,215−16.1% | Reduced | History |
| AJGArthur J. Gallagher & Co. | COM | 647,440 | $147.6M | 1.0% | −1,590−0.2% | Reduced | History |
| KEYSKeysight Technologies, Inc. | Stock | 1,051,445 | $139.1M | 0.9% | +1,051,445 | New | History |
| AKAMAkamai Technologies Inc | COM | 1,302,553 | $138.8M | 0.9% | −1,175,265−47.4% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 483,287 | $138.2M | 0.9% | −122,370−20.2% | Reduced | History |
| BF.BBrown Forman Corp | Stock | 2,393,935 | $138.1M | 0.9% | +29,470+1.2% | Added | History |
| ANSSAnsys Inc | COM | 461,715 | $137.4M | 0.9% | +166,255+56.3% | Added | History |
| ULTAUlta Beauty, Inc. | Stock | 341,400 | $136.4M | 0.9% | +86,705+34.0% | Added | History |
| RGENRepligen Corp | COM | 855,190 | $136.0M | 0.9% | +244,445+40.0% | Added | History |
| XRAYDentsply Sirona Inc. | Stock | 3,869,852 | $132.2M | 0.9% | −5,790−0.1% | Reduced | History |
| SJMJ M SMUCKER Co | Stock | 1,054,575 | $129.6M | 0.8% | +88,280+9.1% | Added | History |
| GGGGraco Inc | COM | 1,768,437 | $128.9M | 0.8% | −6,840−0.4% | Reduced | History |
| ESEEsco Technologies Inc | COM | 1,216,467 | $127.0M | 0.8% | +3,117+0.3% | Added | History |
| COOCooper Companies, Inc. | COM NEW | 397,790 | $126.5M | 0.8% | −1,940−0.5% | Reduced | History |
| RYANRyan Specialty Holdings, Inc. | CL A | 2,553,247 | $123.6M | 0.8% | +891,635+53.7% | Added | History |
| NTRSNorthern Trust Corp | COM | 1,725,731 | $119.9M | 0.8% | +196,235+12.8% | Added | History |
| SIGISelective Insurance Group Inc | COM | 1,126,980 | $116.3M | 0.8% | −1,540−0.1% | Reduced | History |
| AXNXAxonics, Inc. | COM | 2,013,401 | $113.0M | 0.7% | +272,006+15.6% | Added | History |
| FRSHFreshworks Inc. | Stock | 5,661,166 | $112.8M | 0.7% | −11,874−0.2% | Reduced | History |
| Abcam PLC000380204 | ADS | 4,877,046 | $110.4M | 0.7% | +1,015,125+26.3% | Added | – |
| SMPLSimply Good Foods Co | COM | 3,136,239 | $108.3M | 0.7% | +632,445+25.3% | Added | History |
| MZTIMarzetti Co | COM | 651,329 | $107.5M | 0.7% | +1,236+0.2% | Added | History |
| SMARSmartsheet Inc | COM CL A | 2,626,630 | $106.3M | 0.7% | +473,385+22.0% | Added | History |
| MGPIMGP Ingredients Inc | COM | 985,967 | $104.0M | 0.7% | −1,148−0.1% | Reduced | History |
| WSTWest Pharmaceutical Services Inc | COM | 273,745 | $102.7M | 0.7% | −109,165−28.5% | Reduced | History |
| CSWCSW Industrials, Inc. | COM | 552,485 | $96.8M | 0.6% | −97,730−15.0% | Reduced | History |
| GMEDGlobus Medical Inc | Stock | 1,917,376 | $95.2M | 0.6% | +214,626+12.6% | Added | History |
| CNMDCONMED Corp | COM | 943,260 | $95.1M | 0.6% | −1,110−0.1% | Reduced | History |
| INSPInspire Medical Systems, Inc. | COM | 469,545 | $93.2M | 0.6% | −96,570−17.1% | Reduced | History |
| IARTIntegra Lifesciences Holdings Corp | COM NEW | 2,438,829 | $93.1M | 0.6% | −1,462,894−37.5% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 212,909 | $93.1M | 0.6% | −455−0.2% | Reduced | History |
| MSAMSA Safety Inc | COM | 582,829 | $91.9M | 0.6% | −435,826−42.8% | Reduced | History |
| LWLamb Weston Holdings, Inc. | Stock | 988,145 | $91.4M | 0.6% | −2,210−0.2% | Reduced | History |
| WKWorkiva Inc | COM CL A | 891,183 | $90.3M | 0.6% | −261,072−22.7% | Reduced | History |
| AINAlbany International Corp | CL A | 1,011,045 | $87.2M | 0.6% | +340,730+50.8% | Added | History |
| BOXBox Inc | CL A | 3,596,118 | $87.1M | 0.6% | −4,882−0.1% | Reduced | History |
| BWINBaldwin Insurance Group, Inc. | COM CL A | 3,741,785 | $86.9M | 0.6% | +422,340+12.7% | Added | History |
| LESLLeslie's, Inc. | COM | 15,342,122 | $86.8M | 0.6% | −51,961−0.3% | Reduced | History |
| AAPAdvance Auto Parts Inc | COM | 1,546,478 | $86.5M | 0.6% | −10,360−0.7% | Reduced | History |
| PENPenumbra Inc | COM | 353,390 | $85.5M | 0.6% | −178,410−33.5% | Reduced | History |
| IOSPInnospec Inc. | COM | 823,030 | $84.1M | 0.5% | −1100.0% | Reduced | History |
| SXIStandex International Corp | COM | 571,833 | $83.3M | 0.5% | −508−0.1% | Reduced | History |
| NEOGNeogen Corp | COM | 4,389,022 | $81.4M | 0.5% | +298,052+7.3% | Added | History |
| ATRCAtriCure, Inc. | COM | 1,851,540 | $81.1M | 0.5% | +41,155+2.3% | Added | History |
| UTZUtz Brands, Inc. | COM CL A | 5,940,140 | $79.8M | 0.5% | +24,040+0.4% | Added | History |
| RBARB Global Inc. | COM | 1,213,583 | $75.8M | 0.5% | −834,247−40.7% | Reduced | History |
| WLYJohn Wiley & Sons, Inc. | CL A | 2,002,675 | $74.4M | 0.5% | −2,215−0.1% | Reduced | History |
| HAYWHayward Holdings, Inc. | COM | 5,216,420 | $73.6M | 0.5% | +1,672,770+47.2% | Added | History |
| SOVOSovos Brands, Inc. | COM | 3,213,224 | $72.5M | 0.5% | +39,804+1.3% | Added | History |
| OMCLOmnicell, Inc. | COM | 1,584,420 | $71.4M | 0.5% | +576,068+57.1% | Added | History |
| WINGWingstop Inc. | COM | 392,420 | $70.6M | 0.5% | +149,050+61.2% | Added | History |
| JJSFJ&J Snack Foods Corp | COM | 430,841 | $70.5M | 0.5% | −62,254−12.6% | Reduced | History |
| CENTACentral Garden & Pet Co | CL A NON-VTG | 1,752,991 | $70.3M | 0.5% | +14,706+0.8% | Added | History |
| SXTSensient Technologies Corp | COM | 1,136,852 | $66.5M | 0.4% | −2,043−0.2% | Reduced | History |
| SHAKShake Shack Inc. | CL A | 1,094,865 | $63.6M | 0.4% | −145,625−11.7% | Reduced | History |
| ASANAsana, Inc. | CL A | 3,339,605 | $61.1M | 0.4% | −3,107,244−48.2% | Reduced | History |
| DPZDominos Pizza Inc | COM | 160,887 | $60.9M | 0.4% | +160,887 | New | History |
| BRZEBraze, Inc. | Stock | 1,293,395 | $60.4M | 0.4% | +1,293,395 | New | History |
| NOVTNovanta Inc | COM | 419,512 | $60.2M | 0.4% | −104,720−20.0% | Reduced | History |
| FFINFirst Financial Bankshares Inc | COM | 2,339,641 | $58.8M | 0.4% | +319,644+15.8% | Added | History |
| PLMRPalomar Holdings, Inc. | Stock | 1,120,980 | $56.9M | 0.4% | +167,295+17.5% | Added | History |
| QTWOQ2 Holdings, Inc. | COM | 1,757,569 | $56.7M | 0.4% | −7,747−0.4% | Reduced | History |
Sold out since Q2 2023 (3)
Positions held at the end of Q2 2023 that are gone from this filing.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| GNRCGenerac Holdings Inc. | Stock | 1,954,264 | $291.4M | 1.8% | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 256,730 | $97.3M | 0.6% | History |
| ZVIAZevia PBC | CL A | 1,194,280 | $5.15M | <0.1% | History |