Champlain Investment Partners, LLC
Champlain Investment Partners, LLC's Champlain Investment Partners, LLC holds 130 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 +18% over 3 years (-61 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) | $94.38 | $101.28 (+7%) | 2026-03-31 |
| PEN Penumbra, Inc. | 2.0% | 491K | $161M | ▼ 18% (−110K) | $227.46 | $318.70 (+40%) | 2026-03-31 |
| EOG EOG Resources, Inc. | 1.9% | 1.1M | $153M | NEW (+1.1M) | $144.57 | $138.65 (−4%) | 2026-03-31 |
| SNPS Synopsys Inc | 1.9% | 385K | $153M | ▲ 39% (+108K) | $418.40 | $474.75 (+13%) | 2026-03-31 |
| NTNX Nutanix, Inc. Class A Common Stock | 1.9% | 4.0M | $152M | ▲ 18% (+599K) | $36.64 | $70.47 (+92%) | 2026-03-31 |
| FAST Fastenal Co | 1.7% | 2.9M | $135M | ▲ 7.2% (+194K) | $38.95 | $49.46 (+27%) | 2026-03-31 |
| AAON Aaon Inc | 1.7% | 1.6M | $133M | ▼ 3.8% (−63K) | $83.41 | $81.85 (−2%) | 2026-03-31 |
| VEEV Veeva Systems Inc. | 1.6% | 738K | $130M | ▲ 81% (+330K) | $181.15 | $285.72 (+58%) | 2026-03-31 |
| AKAM Akamai Technologies Inc | 1.6% | 1.1M | $129M | ▲ 7.4% (+77K) | $87.77 | $105.95 (+21%) | 2026-03-31 |
| ESAB ESAB Corporation | 1.6% | 1.3M | $126M | ▼ 14% (−218K) | $109.51 | $66.16 (−40%) | 2026-03-31 |
| P Everpure, Inc. | 1.6% | 2.1M | $123M | ▲ 43% (+622K) | $25.51 | $131.91 (+417%) | 2026-03-31 |
| IEX IDEX Corporation | 1.5% | 640K | $121M | ▼ 23% (−190K) | $219.98 | $228.53 (+4%) | 2026-03-31 |
| ACGL Arch Capital Group Ltd | 1.5% | 1.3M | $121M | ▼ 4.8% (−64K) | $93.02 | $92.28 (−1%) | 2026-03-31 |
| TPL Texas Pacific Land Corporation | 1.5% | 253K | $120M | NEW (+253K) | $474.56 | $327.36 (−31%) | 2026-03-31 |
| CFR Cullen/Frost Bankers Inc. | 1.5% | 855K | $117M | ▼ 27% (−313K) | $103.41 | $151.63 (+47%) | 2026-03-31 |
| FND Floor & Decor Holdings, Inc. | 1.5% | 2.3M | $116M | ▲ 28% (+499K) | $58.68 | $45.03 (−23%) | 2026-03-31 |
| COO The Cooper Companies, Inc. Common Stock | 1.5% | 1.6M | $115M | ▼ 9.1% (−162K) | $97.31 | $56.50 (−42%) | 2026-03-31 |
| CAVA CAVA Group, Inc. | 1.4% | 1.4M | $113M | ▼ 23% (−418K) | $76.07 | $53.91 (−29%) | 2026-03-31 |
| WH Wyndham Hotels & Resorts, Inc. Common Stock | 1.4% | 1.4M | $112M | ▼ 22% (−395K) | $80.19 | $71.48 (−11%) | 2026-03-31 |
| CBSH Commerce Bancshares Inc | 1.4% | 2.3M | $111M | ▲ 102% (+1.1M) | $50.76 | $54.42 (+7%) | 2026-03-31 |
| HLNE Hamilton Lane Incorporated Class A Common Stock | 1.4% | 1.1M | $108M | ▲ 2.4% (+26K) | $142.79 | $86.86 (−39%) | 2026-03-31 |
| GWW W.W. Grainger, Inc. | 1.4% | 99K | $108M | ▼ 24% (−32K) | $1,010.02 | $1,248.20 (+24%) | 2026-03-31 |
| CSL Carlisle Companies, Inc. | 1.3% | 317K | $106M | ▼ 5.4% (−18K) | $323.49 | $320.95 (−1%) | 2026-03-31 |
| OKTA Okta, Inc. Class A Common Stock | 1.3% | 1.3M | $106M | ▼ 11% (−171K) | $81.74 | $207.46 (+154%) | 2026-03-31 |
| MSA Mine Safety Incorporated | 1.3% | 642K | $105M | ▼ 40% (−419K) | $153.06 | $178.04 (+16%) | 2026-03-31 |
| HLI Houlihan Lokey, Inc. | 1.3% | 718K | $103M | ▲ 56% (+259K) | $162.86 | $125.46 (−23%) | 2026-03-31 |
| DPZ Domino's Pizza Inc. | 1.3% | 285K | $102M | ▼ 10% (−33K) | $416.04 | $297.71 (−28%) | 2026-03-31 |
| AME Ametek, Inc. | 1.2% | 425K | $91M | ▼ 31% (−191K) | $145.42 | $248.31 (+71%) | 2026-03-31 |
| SFM Sprouts Farmers Market, Inc. | 1.2% | 1.2M | $91M | ▲ 15% (+158K) | $79.33 | $65.91 (−17%) | 2026-03-31 |
| TSCO Tractor Supply Co | 1.2% | 2.0M | $91M | NEW (+2.0M) | $46.10 | $31.16 (−32%) | 2026-03-31 |
| WCN Waste Connections, Inc. | 1.1% | 557K | $90M | ▲ 35% (+145K) | $172.00 | $154.03 (−10%) | 2026-03-31 |
| MTD Mettler-Toledo International | 1.1% | 70K | $89M | ▼ 31% (−31K) | $1,130.10 | $1,507.36 (+33%) | 2026-03-31 |
| XYL Xylem Inc | 1.1% | 732K | $87M | ▼ 13% (−112K) | $107.08 | $100.78 (−6%) | 2026-03-31 |
| WING Wingstop Inc | 1.1% | 544K | $84M | ▼ 20% (−134K) | $240.53 | $105.25 (−56%) | 2026-03-31 |
| CELH Celsius Holdings, Inc. Common Stock | 1.1% | 2.4M | $84M | ▲ 341% (+1.8M) | $33.41 | $27.62 (−17%) | 2026-03-31 |
| PCOR Procore Technologies, Inc. | 1.1% | 1.5M | $84M | ▼ 8.5% (−136K) | $72.18 | $52.55 (−27%) | 2026-03-31 |
| WAT Waters Corp | 1.1% | 280K | $83M | ▼ 11% (−33K) | $309.04 | $436.87 (+41%) | 2026-03-31 |
| DDOG Datadog, Inc. Class A Common Stock | 1.1% | 704K | $83M | ▲ 39% (+199K) | $123.71 | $275.01 (+122%) | 2026-03-31 |
| EW Edwards Lifesciences Corp | 1.1% | 1.0M | $83M | ▼ 40% (−701K) | $82.17 | $86.48 (+5%) | 2026-03-31 |
| GTLB GitLab Inc. Class A Common Stock | 1.1% | 3.8M | $82M | ▼ 6.8% (−279K) | $45.62 | $48.04 (+5%) | 2026-03-31 |
| MSCI MSCI, Inc. | 1.0% | 152K | $82M | ▼ 39% (−97K) | $577.50 | $541.65 (−6%) | 2026-03-31 |
| RGEN Repligen Corp | 1.0% | 694K | $82M | ▼ 31% (−310K) | $154.48 | $189.74 (+23%) | 2026-03-31 |
| TOST Toast, Inc. | 1.0% | 3.1M | $81M | ▲ 5.6% (+162K) | $21.82 | $29.16 (+34%) | 2026-03-31 |
| AXON Axon Enterprise, Inc. Common Stock | 1.0% | 191K | $81M | ▲ 5.6% (+10K) | $361.18 | $421.55 (+17%) | 2026-03-31 |
| ADSK Autodesk Inc | 1.0% | 335K | $80M | ▲ 23% (+63K) | $263.83 | $213.62 (−19%) | 2026-03-31 |
| ELF e.l.f. Beauty, Inc. | 1.0% | 1.3M | $78M | ▲ 6.5% (+79K) | $105.39 | $105.29 (−0%) | 2026-03-31 |
| RYAN Ryan Specialty Holdings, Inc. | 1.0% | 2.3M | $77M | ▼ 11% (−286K) | $50.85 | $37.77 (−26%) | 2026-03-31 |
| TECH Bio-Techne Corp. | 1.0% | 1.5M | $76M | ▲ 3.6% (+50K) | $71.04 | $72.42 (+2%) | 2026-03-31 |
| CHWY Chewy, Inc. | 0.9% | 2.8M | $74M | ▼ 3.5% (−101K) | $38.76 | $18.34 (−53%) | 2026-03-31 |
| KNSL Kinsale Capital Group, Inc. | 0.9% | 215K | $73M | ▼ 9.8% (−23K) | $398.85 | $331.21 (−17%) | 2026-03-31 |
Showing top 50 of 130 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 130 disclosed U.S.-equity positions.
What is Champlain Investment Partners, LLC's 3-year performance?
+18% (13F-replication, price return), -61 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.