Champlain Investment Partners, LLC
Champlain Investment Partners, LLC's Champlain Investment Partners, LLC holds 129 U.S.-equity positions worth $7.9B (SEC 13F, Q1 2026). Top positions: Tradeweb Markets Inc. Class A Common Stock 2.2%, Penumbra, Inc. 2.0%, EOG Resources, Inc. 1.9%. 13F-replication return is +14% over 3 years (-58 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| TW Tradeweb Markets Inc. Class A Common Stock | 2.2% | 1.5M | $173M | ▲ 21% (+253K) | $79.02 | $98.20 (+24%) | 2026-03-31 |
| PEN Penumbra, Inc. | 2.0% | 491K | $161M | ▼ 18% (−110K) | $278.69 | $316.20 (+13%) | 2026-03-31 |
| EOG EOG Resources, Inc. | 1.9% | 1.1M | $153M | NEW (+1.1M) | $144.57 | $132.83 (−8%) | 2026-03-31 |
| SNPS Synopsys Inc | 1.9% | 385K | $153M | ▲ 39% (+108K) | $386.25 | $464.58 (+20%) | 2026-03-31 |
| NTNX Nutanix, Inc. Class A Common Stock | 1.9% | 4.0M | $152M | ▲ 18% (+599K) | $25.99 | $46.61 (+79%) | 2026-03-31 |
| FAST Fastenal Co | 1.7% | 2.9M | $135M | ▲ 7.2% (+194K) | $71.91 | $46.12 (−36%) | 2026-03-31 |
| AAON Aaon Inc | 1.7% | 1.6M | $133M | ▼ 3.8% (−63K) | $73.75 | $136.16 (+85%) | 2026-03-31 |
| VEEV Veeva Systems Inc. | 1.6% | 738K | $130M | ▲ 81% (+330K) | $183.79 | $153.16 (−17%) | 2026-03-31 |
| AKAM Akamai Technologies Inc | 1.6% | 1.1M | $129M | ▲ 7.4% (+77K) | $78.30 | $120.74 (+54%) | 2026-03-31 |
| ESAB ESAB Corporation | 1.6% | 1.3M | $126M | ▼ 14% (−218K) | $110.57 | $102.28 (−7%) | 2026-03-31 |
| P Everpure, Inc. | 1.6% | 2.1M | $123M | ▲ 43% (+622K) | $25.51 | $77.04 (+202%) | 2026-03-31 |
| IEX IDEX Corporation | 1.5% | 640K | $121M | ▼ 23% (−190K) | $231.03 | $225.36 (−2%) | 2026-03-31 |
| ACGL Arch Capital Group Ltd | 1.5% | 1.3M | $121M | ▼ 4.8% (−64K) | $96.18 | $92.04 (−4%) | 2026-03-31 |
| TPL Texas Pacific Land Corporation | 1.5% | 253K | $120M | NEW (+253K) | $474.56 | $361.11 (−24%) | 2026-03-31 |
| CFR Cullen/Frost Bankers Inc. | 1.5% | 855K | $117M | ▼ 27% (−313K) | $105.34 | $149.39 (+42%) | 2026-03-31 |
| FND Floor & Decor Holdings, Inc. | 1.5% | 2.3M | $116M | ▲ 28% (+499K) | $60.89 | $50.78 (−17%) | 2026-03-31 |
| COO The Cooper Companies, Inc. Common Stock | 1.5% | 1.6M | $115M | ▼ 9.1% (−162K) | $101.46 | $65.42 (−36%) | 2026-03-31 |
| CAVA CAVA Group, Inc. | 1.4% | 1.4M | $113M | ▼ 23% (−418K) | $86.41 | $80.88 (−6%) | 2026-03-31 |
| WH Wyndham Hotels & Resorts, Inc. Common Stock | 1.4% | 1.4M | $112M | ▼ 22% (−395K) | $81.21 | $82.02 (+1%) | 2026-03-31 |
| CBSH Commerce Bancshares Inc | 1.4% | 2.3M | $111M | ▲ 102% (+1.1M) | $52.34 | $55.08 (+5%) | 2026-03-31 |
| HLNE Hamilton Lane Incorporated Class A Common Stock | 1.4% | 1.1M | $108M | ▲ 2.4% (+26K) | $148.67 | $79.51 (−47%) | 2026-03-31 |
| GWW W.W. Grainger, Inc. | 1.4% | 99K | $108M | ▼ 24% (−32K) | $1,038.81 | $1,341.42 (+29%) | 2026-03-31 |
| CSL Carlisle Companies, Inc. | 1.3% | 317K | $106M | ▼ 5.4% (−18K) | $328.96 | $360.96 (+10%) | 2026-03-31 |
| OKTA Okta, Inc. Class A Common Stock | 1.3% | 1.3M | $106M | ▼ 11% (−171K) | $86.24 | $115.94 (+34%) | 2026-03-31 |
| MSA Mine Safety Incorporated | 1.3% | 642K | $105M | ▼ 40% (−419K) | $133.50 | $163.95 (+23%) | 2026-03-31 |
| HLI Houlihan Lokey, Inc. | 1.3% | 718K | $103M | ▲ 56% (+259K) | $161.50 | $140.93 (−13%) | 2026-03-31 |
| DPZ Domino's Pizza Inc. | 1.3% | 285K | $102M | ▼ 10% (−33K) | $378.79 | $295.11 (−22%) | 2026-03-31 |
| AME Ametek, Inc. | 1.2% | 425K | $91M | ▼ 31% (−191K) | $145.33 | $241.55 (+66%) | 2026-03-31 |
| SFM Sprouts Farmers Market, Inc. | 1.2% | 1.2M | $91M | ▲ 15% (+158K) | $79.67 | $80.84 (+1%) | 2026-03-31 |
| TSCO Tractor Supply Co | 1.2% | 2.0M | $91M | NEW (+2.0M) | $235.04 | $29.81 (−87%) | 2026-03-31 |
| WCN Waste Connections, Inc. | 1.1% | 557K | $90M | ▲ 35% (+145K) | $175.36 | $153.43 (−13%) | 2026-03-31 |
| MTD Mettler-Toledo International | 1.1% | 70K | $89M | ▼ 31% (−31K) | $1,108.07 | $1,164.07 (+5%) | 2026-03-31 |
| XYL Xylem Inc | 1.1% | 732K | $87M | ▼ 13% (−112K) | $104.70 | $111.77 (+7%) | 2026-03-31 |
| WING Wingstop Inc | 1.1% | 544K | $84M | ▼ 20% (−134K) | $183.58 | $156.74 (−15%) | 2026-03-31 |
| CELH Celsius Holdings, Inc. Common Stock | 1.1% | 2.4M | $84M | ▲ 341% (+1.8M) | $26.34 | $29.12 (+11%) | 2026-03-31 |
| PCOR Procore Technologies, Inc. | 1.1% | 1.5M | $84M | ▼ 8.5% (−136K) | $74.93 | $38.99 (−48%) | 2026-03-31 |
| WAT Waters Corp | 1.1% | 280K | $83M | ▼ 11% (−33K) | $309.63 | $358.25 (+16%) | 2026-03-31 |
| DDOG Datadog, Inc. Class A Common Stock | 1.1% | 704K | $83M | ▲ 39% (+199K) | $115.06 | $221.37 (+92%) | 2026-03-31 |
| EW Edwards Lifesciences Corp | 1.1% | 1.0M | $83M | ▼ 40% (−701K) | $82.73 | $85.88 (+4%) | 2026-03-31 |
| GTLB GitLab Inc. Class A Common Stock | 1.1% | 3.8M | $82M | ▼ 6.8% (−279K) | $47.00 | $25.83 (−45%) | 2026-03-31 |
| MSCI MSCI, Inc. | 1.0% | 152K | $82M | ▼ 39% (−97K) | $582.93 | $580.85 (−0%) | 2026-03-31 |
| RGEN Repligen Corp | 1.0% | 694K | $82M | ▼ 31% (−310K) | $168.36 | $126.57 (−25%) | 2026-03-31 |
| TOST Toast, Inc. | 1.0% | 3.1M | $81M | ▲ 5.6% (+162K) | $17.75 | $24.26 (+37%) | 2026-03-31 |
| AXON Axon Enterprise, Inc. Common Stock | 1.0% | 191K | $81M | ▲ 5.6% (+10K) | $258.33 | $410.03 (+59%) | 2026-03-31 |
| ADSK Autodesk Inc | 1.0% | 335K | $80M | ▲ 23% (+63K) | $208.16 | $187.72 (−10%) | 2026-03-31 |
| ELF e.l.f. Beauty, Inc. | 1.0% | 1.3M | $78M | ▲ 6.5% (+79K) | $109.03 | $63.18 (−42%) | 2026-03-31 |
| RYAN Ryan Specialty Holdings, Inc. | 1.0% | 2.3M | $77M | ▼ 11% (−286K) | $40.24 | $33.26 (−17%) | 2026-03-31 |
| TECH Bio-Techne Corp. | 1.0% | 1.5M | $76M | ▲ 3.6% (+50K) | $74.19 | $55.61 (−25%) | 2026-03-31 |
| CHWY Chewy, Inc. | 0.9% | 2.8M | $74M | ▼ 3.5% (−101K) | $40.45 | $17.51 (−57%) | 2026-03-31 |
| KNSL Kinsale Capital Group, Inc. | 0.9% | 215K | $73M | ▼ 9.8% (−23K) | $334.91 | $295.05 (−12%) | 2026-03-31 |
Showing top 50 of 129 holdings by value.
FAQ ▾
What are Champlain Investment Partners, LLC's largest holdings?
As of the latest 13F: Tradeweb Markets Inc. Class A Common Stock 2.2%, Penumbra, Inc. 2.0%, EOG Resources, Inc. 1.9%, Synopsys Inc 1.9%, Nutanix, Inc. Class A Common Stock 1.9%.
How big is Champlain Investment Partners, LLC's 13F portfolio?
$7.9B across 129 disclosed U.S.-equity positions.
What is Champlain Investment Partners, LLC's 3-year performance?
+14% (13F-replication, price return), -58 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.