Champlain Investment Partners, LLC
- SEC CIK
- 0001315478
- Latest filing
- Aug 12, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 133
- +9 vs. Q3 2024
- Portfolio value
- $15.8B
- −$741.2M (−4.5%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PEverpure, Inc. | CL A | 5,921,392 | $363.8M | 2.3% | +174,449+3.0% | Added | History |
| CFRCullen/Frost Bankers, Inc. | COM | 2,670,290 | $358.5M | 2.3% | −743,771−21.8% | Reduced | History |
| PENPenumbra Inc | COM | 1,495,957 | $355.3M | 2.2% | −52,015−3.4% | Reduced | History |
| EGEverest Group, Ltd. | COM | 862,325 | $312.6M | 2.0% | −61,605−6.7% | Reduced | History |
| NTNXNutanix, Inc. | Stock | 4,981,516 | $304.8M | 1.9% | −1,007,803−16.8% | Reduced | History |
| CFLTConfluent, Inc. | CLASS A COM | 10,834,754 | $302.9M | 1.9% | +133,908+1.3% | Added | History |
| ELFe.l.f. Beauty, Inc. | COM | 2,226,451 | $279.5M | 1.8% | +1,111,550+99.7% | Added | History |
| FTVFortive Corp | Stock | 3,442,061 | $258.2M | 1.6% | −1,334,665−27.9% | Reduced | History |
| AMEAmetek Inc | COM | 1,425,325 | $256.9M | 1.6% | −623,435−30.4% | Reduced | History |
| OKTAOkta, Inc. | CL A | 3,253,267 | $256.4M | 1.6% | −525,440−13.9% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 982,961 | $253.6M | 1.6% | +418,480+74.1% | Added | History |
| FRPTFreshpet, Inc. | Stock | 1,657,468 | $245.5M | 1.6% | −87,215−5.0% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 854,672 | $244.3M | 1.5% | +16,065+1.9% | Added | History |
| ULTAUlta Beauty, Inc. | Stock | 560,735 | $243.9M | 1.5% | −49,665−8.1% | Reduced | History |
| IEXIdex Corp | COM | 1,132,994 | $237.1M | 1.5% | −90,682−7.4% | Reduced | History |
| PLNTPlanet Fitness, Inc. | CL A | 2,296,309 | $227.0M | 1.4% | −1,089,387−32.2% | Reduced | History |
| MSAMSA Safety Inc | COM | 1,354,310 | $224.5M | 1.4% | +674,560+99.2% | Added | History |
| RGENRepligen Corp | COM | 1,543,530 | $222.2M | 1.4% | +122,595+8.6% | Added | History |
| VEEVVeeva Systems Inc | Stock | 1,038,712 | $218.4M | 1.4% | −78,295−7.0% | Reduced | History |
| ZSZscaler, Inc. | Stock | 1,178,175 | $212.6M | 1.3% | −111,175−8.6% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 2,821,713 | $208.9M | 1.3% | −258,990−8.4% | Reduced | History |
| XYLXylem Inc. | COM | 1,769,795 | $205.3M | 1.3% | +112,010+6.8% | Added | History |
| MKCMcCormick & Co Inc | Stock | 2,662,335 | $203.0M | 1.3% | −205,597−7.2% | Reduced | History |
| NDSNNordson Corp | COM | 860,430 | $180.0M | 1.1% | +24,030+2.9% | Added | History |
| MDBMongoDB, Inc. | CL A | 765,469 | $178.2M | 1.1% | −56,915−6.9% | Reduced | History |
| WATWaters Corp | COM | 478,319 | $177.4M | 1.1% | −265,910−35.7% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 2,419,654 | $174.3M | 1.1% | −186,765−7.2% | Reduced | History |
| HRLHormel Foods Corp | COM | 5,233,137 | $164.2M | 1.0% | −336,675−6.0% | Reduced | History |
| ESABESAB Corp | COM | 1,358,204 | $162.9M | 1.0% | +276,565+25.6% | Added | History |
| COOCooper Companies, Inc. | COM | 1,736,240 | $159.6M | 1.0% | −82,105−4.5% | Reduced | History |
| FDSFactset Research Systems Inc | Stock | 332,207 | $159.6M | 1.0% | −21,495−6.1% | Reduced | History |
| DXCMDexcom Inc | COM | 2,015,713 | $156.8M | 1.0% | −197,570−8.9% | Reduced | History |
| KEYSKeysight Technologies, Inc. | Stock | 951,370 | $152.8M | 1.0% | −431,985−31.2% | Reduced | History |
| SNPSSynopsys Inc | COM | 312,526 | $151.7M | 1.0% | +29,600+10.5% | Added | History |
| CLXClorox Co | Stock | 928,234 | $150.8M | 1.0% | −78,020−7.8% | Reduced | History |
| KNSLKinsale Capital Group, Inc. | Stock | 323,100 | $150.3M | 1.0% | −29,975−8.5% | Reduced | History |
| MTDMettler Toledo International Inc | COM | 119,665 | $146.4M | 0.9% | +4,818+4.2% | Added | History |
| WSTWest Pharmaceutical Services Inc | COM | 444,670 | $145.7M | 0.9% | +670+0.2% | Added | History |
| SJMJ M SMUCKER Co | Stock | 1,312,375 | $144.5M | 0.9% | −104,240−7.4% | Reduced | History |
| RYANRyan Specialty Holdings, Inc. | CL A | 2,191,580 | $140.6M | 0.9% | −1,452,670−39.9% | Reduced | History |
| ESEEsco Technologies Inc | COM | 1,030,172 | $137.2M | 0.9% | −233,210−18.5% | Reduced | History |
| EXASExact Sciences Corp | COM | 2,437,305 | $137.0M | 0.9% | −57,175−2.3% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 746,608 | $135.9M | 0.9% | −69,920−8.6% | ReducedConverted for a 2-for-1 split | History |
| TWTradeweb Markets Inc. | Stock | 1,025,540 | $134.3M | 0.8% | −732,515−41.7% | Reduced | History |
| AKAMAkamai Technologies Inc | COM | 1,402,968 | $134.2M | 0.8% | −377,030−21.2% | Reduced | History |
| SMPLSimply Good Foods Co | COM | 3,427,988 | $133.6M | 0.8% | −635,890−15.6% | Reduced | History |
| VLTOVeralto Corp | Stock | 1,306,410 | $133.1M | 0.8% | +1,306,410 | New | History |
| BF.BBrown Forman Corp | Stock | 3,321,557 | $126.2M | 0.8% | −1,639,623−33.0% | Reduced | History |
| TTCToro Co | COM | 1,550,336 | $124.2M | 0.8% | −126,345−7.5% | Reduced | History |
| DPZDominos Pizza Inc | COM | 294,175 | $123.5M | 0.8% | +63,200+27.4% | Added | History |
| MNSTMonster Beverage Corp | COM | 2,313,065 | $121.6M | 0.8% | +2,313,065 | New | History |
| JBTMJBT Marel Corp | COM | 947,978 | $120.5M | 0.8% | −409,188−30.2% | Reduced | History |
| GGGGraco Inc | COM | 1,409,132 | $118.8M | 0.8% | −276,610−16.4% | Reduced | History |
| SMARSmartsheet Inc | COM CL A | 2,085,845 | $116.9M | 0.7% | −327,539−13.6% | Reduced | History |
| LWLamb Weston Holdings, Inc. | Stock | 1,747,255 | $116.8M | 0.7% | −203,770−10.4% | Reduced | History |
| TOSTToast, Inc. | Stock | 3,179,142 | $115.9M | 0.7% | −3,394,857−51.6% | Reduced | History |
| STESTERIS plc | SHS USD | 547,448 | $112.5M | 0.7% | +23,825+4.6% | Added | History |
| SFBSServisFirst Bancshares, Inc. | COM | 1,312,906 | $111.3M | 0.7% | −67,568−4.9% | Reduced | History |
| BRZEBraze, Inc. | Stock | 2,639,844 | $110.6M | 0.7% | −139,956−5.0% | Reduced | History |
| LECOLincoln Electric Holdings Inc | COM | 587,090 | $110.1M | 0.7% | +587,090 | New | History |
| SXIStandex International Corp | COM | 584,430 | $109.3M | 0.7% | +11,774+2.1% | Added | History |
| PCORProcore Technologies, Inc. | COM | 1,411,280 | $105.7M | 0.7% | +1,411,280 | New | History |
| ENTGEntegris Inc | COM | 1,040,185 | $103.0M | 0.7% | +18,610+1.8% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 172,985 | $102.8M | 0.7% | −509,435−74.7% | Reduced | History |
| SSentinelOne, Inc. | CL A | 4,534,294 | $100.7M | 0.6% | +1,164,541+34.6% | Added | History |
| AAgilent Technologies, Inc. | COM | 748,200 | $100.5M | 0.6% | −55,720−6.9% | Reduced | History |
| FFINFirst Financial Bankshares Inc | COM | 2,739,248 | $98.7M | 0.6% | −777,081−22.1% | Reduced | History |
| OSOneStream, Inc. | CL A | 3,438,838 | $98.1M | 0.6% | +3,438,838 | New | History |
| AJGArthur J. Gallagher & Co. | COM | 343,280 | $97.4M | 0.6% | −12,005−3.4% | Reduced | History |
| GMEDGlobus Medical Inc | Stock | 1,098,772 | $90.9M | 0.6% | −695,865−38.8% | Reduced | History |
| PJTPJT Partners Inc. | COM CL A | 565,156 | $89.2M | 0.6% | −29,203−4.9% | Reduced | History |
| CNMDCONMED Corp | COM | 1,300,558 | $89.0M | 0.6% | −67,092−4.9% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 607,840 | $86.9M | 0.5% | +151,030+33.1% | Added | History |
| PLMRPalomar Holdings, Inc. | Stock | 821,520 | $86.7M | 0.5% | −369,290−31.0% | Reduced | History |
| NVTnVent Electric plc | SHS | 1,272,570 | $86.7M | 0.5% | +1,272,570 | New | History |
| NEOGNeogen Corp | COM | 7,118,636 | $86.4M | 0.5% | +8,106+0.1% | Added | History |
| WTSWatts Water Technologies Inc | CL A | 422,026 | $85.8M | 0.5% | +194,033+85.1% | Added | History |
| RBARB Global Inc. | COM | 943,556 | $85.1M | 0.5% | −70,186−6.9% | Reduced | History |
| CELHCelsius Holdings, Inc. | COM NEW | 3,229,598 | $85.1M | 0.5% | +3,229,598 | New | History |
| AINAlbany International Corp | CL A | 1,043,455 | $83.4M | 0.5% | −7,333−0.7% | Reduced | History |
| INSPInspire Medical Systems, Inc. | COM | 444,409 | $82.4M | 0.5% | −20,203−4.3% | Reduced | History |
| UTZUtz Brands, Inc. | COM CL A | 5,208,402 | $81.6M | 0.5% | +620,196+13.5% | Added | History |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 1,606,654 | $81.2M | 0.5% | −85,087−5.0% | Reduced | History |
| MSCIMSCI Inc. | Stock | 134,850 | $80.9M | 0.5% | +38,610+40.1% | Added | History |
| HOLXHologic Inc | COM | 1,099,885 | $79.3M | 0.5% | +1,099,885 | New | History |
| WINGWingstop Inc. | COM | 273,945 | $77.9M | 0.5% | +273,945 | New | History |
| BWINBaldwin Insurance Group, Inc. | COM CL A | 2,005,171 | $77.7M | 0.5% | −555,556−21.7% | Reduced | History |
| ATRCAtriCure, Inc. | COM | 2,528,614 | $77.3M | 0.5% | −262,144−9.4% | Reduced | History |
| MZTIMarzetti Co | COM | 444,023 | $76.9M | 0.5% | −98,282−18.1% | Reduced | History |
| FROGJFrog Ltd | Stock | 2,446,819 | $72.0M | 0.5% | +797,949+48.4% | Added | History |
| SXTSensient Technologies Corp | COM | 975,776 | $69.5M | 0.4% | −50,121−4.9% | Reduced | History |
| RBCRBC Bearings INC | COM | 222,660 | $66.6M | 0.4% | −142,394−39.0% | Reduced | History |
| WSFSWSFS Financial Corp | COM | 1,234,834 | $65.6M | 0.4% | −65,164−5.0% | Reduced | History |
| OMCLOmnicell, Inc. | COM | 1,473,639 | $65.6M | 0.4% | −73,365−4.7% | Reduced | History |
| TENBTenable Holdings, Inc. | COM | 1,663,784 | $65.5M | 0.4% | −84,138−4.8% | Reduced | History |
| IRTCiRhythm Holdings, Inc. | COM | 726,262 | $65.5M | 0.4% | +59,161+8.9% | Added | History |
| SYBTStock Yards Bancorp, Inc. | COM | 905,650 | $64.9M | 0.4% | −124,257−12.1% | Reduced | History |
| NOVTNovanta Inc | COM | 409,342 | $62.5M | 0.4% | −52,760−11.4% | Reduced | History |
| PHRPhreesia, Inc. | COM | 2,456,149 | $61.8M | 0.4% | −47,688−1.9% | Reduced | History |
| TRNSTranscat Inc | COM | 555,650 | $58.8M | 0.4% | +146,150+35.7% | Added | History |
Sold out since Q3 2024 (7)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| ALGNAlign Technology Inc | COM | 534,629 | $136.0M | 0.8% | History |
| XRAYDentsply Sirona Inc. | Stock | 4,028,967 | $109.0M | 0.7% | History |
| TSCOTractor Supply Co | COM | 304,558 | $88.6M | 0.5% | History |
| CVLTCommvault Systems Inc | COM | 372,070 | $57.2M | 0.3% | History |
| BOXBox Inc | CL A | 1,326,515 | $43.4M | 0.3% | History |
| FRSHFreshworks Inc. | Stock | 2,558,034 | $29.4M | 0.2% | History |
| NOWServiceNow, Inc. | Stock | 670 | $599.2K | <0.1% | History |