Champlain Investment Partners, LLC
- SEC CIK
- 0001315478
- Latest filing
- Aug 12, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 125
- −1 vs. Q3 2023
- Portfolio value
- $16.9B
- +$1.46B (+9.5%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PEverpure, Inc. | CL A | 13,857,963 | $494.2M | 2.9% | +1,111,980+8.7% | Added | History |
| AMEAmetek Inc | COM | 2,434,405 | $401.4M | 2.4% | −38,815−1.6% | Reduced | History |
| NTNXNutanix, Inc. | Stock | 8,380,521 | $399.7M | 2.4% | −1,923,315−18.7% | Reduced | History |
| FTVFortive Corp | Stock | 5,103,946 | $375.8M | 2.2% | −90,865−1.7% | Reduced | History |
| OKTAOkta, Inc. | CL A | 3,999,607 | $362.1M | 2.1% | −196,355−4.7% | Reduced | History |
| FRPTFreshpet, Inc. | Stock | 3,794,059 | $329.2M | 2.0% | −3,039−0.1% | Reduced | History |
| ZSZscaler, Inc. | Stock | 1,415,385 | $313.6M | 1.9% | −279,275−16.5% | Reduced | History |
| EGEverest Group, Ltd. | COM | 860,395 | $304.2M | 1.8% | −143,045−14.3% | Reduced | History |
| CFRCullen/Frost Bankers, Inc. | COM | 2,697,271 | $292.6M | 1.7% | +542,894+25.2% | Added | History |
| NDSNNordson Corp | COM | 1,012,530 | $267.5M | 1.6% | −20,330−2.0% | Reduced | History |
| DXCMDexcom Inc | COM | 2,109,983 | $261.8M | 1.6% | −47,735−2.2% | Reduced | History |
| XYLXylem Inc. | COM | 2,288,461 | $261.7M | 1.6% | +106,490+4.9% | Added | History |
| WATWaters Corp | COM | 785,129 | $258.5M | 1.5% | −18,505−2.3% | Reduced | History |
| PLNTPlanet Fitness, Inc. | CL A | 3,505,425 | $255.9M | 1.5% | −166,760−4.5% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 901,286 | $248.8M | 1.5% | −421,530−31.9% | Reduced | History |
| IEXIdex Corp | COM | 1,105,341 | $240.0M | 1.4% | −37,475−3.3% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 1,244,682 | $239.6M | 1.4% | −11,695−0.9% | Reduced | History |
| TTCToro Co | COM | 2,444,796 | $234.7M | 1.4% | −43,410−1.7% | Reduced | History |
| STESTERIS plc | SHS USD | 1,062,591 | $233.6M | 1.4% | −15,886−1.5% | Reduced | History |
| CLXClorox Co | Stock | 1,600,914 | $228.3M | 1.4% | +449,310+39.0% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 2,875,963 | $219.3M | 1.3% | +108,640+3.9% | Added | History |
| TECHBIO-TECHNE Corp | COM | 2,776,119 | $214.2M | 1.3% | +83,810+3.1% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 1,341,175 | $213.4M | 1.3% | +289,730+27.6% | Added | History |
| MKCMcCormick & Co Inc | Stock | 3,075,042 | $210.4M | 1.2% | +1,008,665+48.8% | Added | History |
| BBWIBath & Body Works, Inc. | COM | 4,813,290 | $207.7M | 1.2% | −110,420−2.2% | Reduced | History |
| FDSFactset Research Systems Inc | Stock | 420,307 | $200.5M | 1.2% | −12,700−2.9% | Reduced | History |
| MTDMettler Toledo International Inc | COM | 164,812 | $199.9M | 1.2% | +25,530+18.3% | Added | History |
| BF.BBrown Forman Corp | Stock | 3,477,605 | $198.6M | 1.2% | +1,083,670+45.3% | Added | History |
| MDBMongoDB, Inc. | CL A | 449,959 | $184.0M | 1.1% | −13,310−2.9% | Reduced | History |
| SNPSSynopsys Inc | COM | 349,581 | $180.0M | 1.1% | −2,410−0.7% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 607,223 | $179.1M | 1.1% | −25,525−4.0% | Reduced | History |
| ULTAUlta Beauty, Inc. | Stock | 364,200 | $178.5M | 1.1% | +22,800+6.7% | Added | History |
| TWTradeweb Markets Inc. | Stock | 1,877,905 | $170.7M | 1.0% | −329,335−14.9% | Reduced | History |
| TOSTToast, Inc. | Stock | 9,142,966 | $167.0M | 1.0% | +761,601+9.1% | Added | History |
| COOCooper Companies, Inc. | COM NEW | 440,500 | $166.7M | 1.0% | +42,710+10.7% | Added | History |
| RGENRepligen Corp | COM | 926,440 | $166.6M | 1.0% | +71,250+8.3% | Added | History |
| RYANRyan Specialty Holdings, Inc. | CL A | 3,857,827 | $166.0M | 1.0% | +1,304,580+51.1% | Added | History |
| HRLHormel Foods Corp | COM | 5,049,237 | $162.1M | 1.0% | −113,785−2.2% | Reduced | History |
| TSCOTractor Supply Co | COM | 725,213 | $155.9M | 0.9% | −20,580−2.8% | Reduced | History |
| ALGNAlign Technology Inc | COM | 568,577 | $155.8M | 0.9% | −9,605−1.7% | Reduced | History |
| RBCRBC Bearings INC | COM | 529,050 | $150.7M | 0.9% | −114,095−17.7% | Reduced | History |
| GGGGraco Inc | COM | 1,732,397 | $150.3M | 0.9% | −36,040−2.0% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 471,317 | $146.3M | 0.9% | −11,970−2.5% | Reduced | History |
| AJGArthur J. Gallagher & Co. | COM | 637,735 | $143.4M | 0.9% | −9,705−1.5% | Reduced | History |
| SJMJ M SMUCKER Co | Stock | 1,130,315 | $142.8M | 0.8% | +75,740+7.2% | Added | History |
| JBTMJBT Marel Corp | COM | 1,433,124 | $142.5M | 0.8% | −85,134−5.6% | Reduced | History |
| NTRSNorthern Trust Corp | COM | 1,685,671 | $142.2M | 0.8% | −40,060−2.3% | Reduced | History |
| FRSHFreshworks Inc. | Stock | 5,992,903 | $140.8M | 0.8% | +331,737+5.9% | Added | History |
| ADSKAutodesk, Inc. | COM | 578,025 | $140.7M | 0.8% | −322,645−35.8% | Reduced | History |
| ANSSAnsys Inc | COM | 386,955 | $140.4M | 0.8% | −74,760−16.2% | Reduced | History |
| XRAYDentsply Sirona Inc. | Stock | 3,856,582 | $137.3M | 0.8% | −13,270−0.3% | Reduced | History |
| ESEEsco Technologies Inc | COM | 1,145,601 | $134.1M | 0.8% | −70,866−5.8% | Reduced | History |
| AKAMAkamai Technologies Inc | COM | 1,132,138 | $134.0M | 0.8% | −170,415−13.1% | Reduced | History |
| SMARSmartsheet Inc | COM CL A | 2,761,845 | $132.1M | 0.8% | +135,215+5.1% | Added | History |
| INSPInspire Medical Systems, Inc. | COM | 648,595 | $131.9M | 0.8% | +179,050+38.1% | Added | History |
| SMPLSimply Good Foods Co | COM | 3,084,944 | $122.2M | 0.7% | −51,295−1.6% | Reduced | History |
| LWLamb Weston Holdings, Inc. | Stock | 1,104,300 | $119.4M | 0.7% | +116,155+11.8% | Added | History |
| AXNXAxonics, Inc. | COM | 1,917,133 | $119.3M | 0.7% | −96,268−4.8% | Reduced | History |
| PENPenumbra Inc | COM | 467,895 | $117.7M | 0.7% | +114,505+32.4% | Added | History |
| NEOGNeogen Corp | COM | 5,597,791 | $112.6M | 0.7% | +1,208,769+27.5% | Added | History |
| IDXXIDEXX Laboratories Inc | COM | 200,946 | $111.5M | 0.7% | −11,963−5.6% | Reduced | History |
| MSAMSA Safety Inc | COM | 657,864 | $111.1M | 0.7% | +75,035+12.9% | Added | History |
| MGPIMGP Ingredients Inc | COM | 1,090,231 | $107.4M | 0.6% | +104,264+10.6% | Added | History |
| GMEDGlobus Medical Inc | Stock | 2,000,638 | $106.6M | 0.6% | +83,262+4.3% | Added | History |
| SIGISelective Insurance Group Inc | COM | 1,066,975 | $106.1M | 0.6% | −60,005−5.3% | Reduced | History |
| IARTIntegra Lifesciences Holdings Corp | COM NEW | 2,435,957 | $106.1M | 0.6% | −2,872−0.1% | Reduced | History |
| CNMDCONMED Corp | COM | 957,325 | $104.8M | 0.6% | +14,065+1.5% | Added | History |
| BRZEBraze, Inc. | Stock | 1,956,160 | $103.9M | 0.6% | +662,765+51.2% | Added | History |
| MZTIMarzetti Co | COM | 617,641 | $102.8M | 0.6% | −33,688−5.2% | Reduced | History |
| LESLLeslie's, Inc. | COM | 14,815,010 | $102.4M | 0.6% | −527,112−3.4% | Reduced | History |
| AINAlbany International Corp | CL A | 1,033,720 | $101.5M | 0.6% | +22,675+2.2% | Added | History |
| SXIStandex International Corp | COM | 609,172 | $96.5M | 0.6% | +37,339+6.5% | Added | History |
| IOSPInnospec Inc. | COM | 779,565 | $96.1M | 0.6% | −43,465−5.3% | Reduced | History |
| WSTWest Pharmaceutical Services Inc | COM | 265,755 | $93.6M | 0.6% | −7,990−2.9% | Reduced | History |
| EPACEnerpac Tool Group Corp | CL A COM | 3,005,255 | $93.4M | 0.6% | +2,462,360+453.6% | Added | History |
| AAPAdvance Auto Parts Inc | COM | 1,528,238 | $93.3M | 0.6% | −18,240−1.2% | Reduced | History |
| SHAKShake Shack Inc. | CL A | 1,249,100 | $92.6M | 0.5% | +154,235+14.1% | Added | History |
| UTZUtz Brands, Inc. | COM CL A | 5,634,800 | $91.5M | 0.5% | −305,340−5.1% | Reduced | History |
| SXTSensient Technologies Corp | COM | 1,357,106 | $89.6M | 0.5% | +220,254+19.4% | Added | History |
| NOVTNovanta Inc | COM | 526,102 | $88.6M | 0.5% | +106,590+25.4% | Added | History |
| BOXBox Inc | CL A | 3,414,379 | $87.4M | 0.5% | −181,739−5.1% | Reduced | History |
| CSWCSW Industrials, Inc. | COM | 418,670 | $86.8M | 0.5% | −133,815−24.2% | Reduced | History |
| WKWorkiva Inc | COM CL A | 847,169 | $86.0M | 0.5% | −44,014−4.9% | Reduced | History |
| BWINBaldwin Insurance Group, Inc. | COM CL A | 3,560,690 | $85.5M | 0.5% | −181,095−4.8% | Reduced | History |
| HAYWHayward Holdings, Inc. | COM | 6,161,610 | $83.8M | 0.5% | +945,190+18.1% | Added | History |
| CENTACentral Garden & Pet Co | CL A NON-VTG | 1,845,670 | $81.3M | 0.5% | +92,679+5.3% | Added | History |
| FFINFirst Financial Bankshares Inc | COM | 2,613,529 | $79.2M | 0.5% | +273,888+11.7% | Added | History |
| RBARB Global Inc. | COM | 1,153,394 | $77.2M | 0.5% | −60,189−5.0% | Reduced | History |
| ATRCAtriCure, Inc. | COM | 2,105,395 | $75.1M | 0.4% | +253,855+13.7% | Added | History |
| QTWOQ2 Holdings, Inc. | COM | 1,659,975 | $72.1M | 0.4% | −97,594−5.6% | Reduced | History |
| SFBSServisFirst Bancshares, Inc. | COM | 1,074,152 | $71.6M | 0.4% | +84,883+8.6% | Added | History |
| PLMRPalomar Holdings, Inc. | Stock | 1,271,180 | $70.6M | 0.4% | +150,200+13.4% | Added | History |
| PRCTPROCEPT BioRobotics Corp | COM | 1,588,039 | $66.6M | 0.4% | +19,645+1.3% | Added | History |
| DPZDominos Pizza Inc | COM | 154,467 | $63.7M | 0.4% | −6,420−4.0% | Reduced | History |
| JJSFJ&J Snack Foods Corp | COM | 373,388 | $62.4M | 0.4% | −57,453−13.3% | Reduced | History |
| EXASExact Sciences Corp | COM | 820,225 | $60.7M | 0.4% | +820,225 | New | History |
| ASANAsana, Inc. | CL A | 3,177,680 | $60.4M | 0.4% | −161,925−4.8% | Reduced | History |
| VCYTVeracyte, Inc. | COM | 2,188,260 | $60.2M | 0.4% | −115,940−5.0% | Reduced | History |
| SYBTStock Yards Bancorp, Inc. | COM | 1,117,526 | $57.5M | 0.3% | +258,680+30.1% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 220,705 | $57.0M | 0.3% | +220,705 | New | History |
Sold out since Q3 2023 (6)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| NEWRNew Relic, Inc. | COM | 1,979,589 | $169.5M | 1.1% | History |
| TWNKHostess Brands, Inc. | CL A | 4,696,565 | $156.4M | 1.0% | History |
| Abcam PLC000380204 | ADS | 4,877,046 | $110.4M | 0.7% | – |
| WLYJohn Wiley & Sons, Inc. | CL A | 2,002,675 | $74.4M | 0.5% | History |
| SOVOSovos Brands, Inc. | COM | 3,213,224 | $72.5M | 0.5% | History |
| OMOutset Medical, Inc. | COM | 1,926,544 | $21.0M | 0.1% | History |