Champlain Investment Partners, LLC
•CIK: 1315478•Filing: Q4 2025
Champlain Investment Partners, LLC, managed by the seasoned duo of Jonathan Lavine and Jonathan Lavine Jr., maintains a concentrated portfolio with 128 positions and $9.9 billion in assets under management. The fund recently adjusted its holdings by adding FND, BRO, and SFM, while exiting TCBIO and ROK, and notably increased its stake in BRKR by 226% and CSL by 144%, reflecting its focus on high-conviction, value-oriented investments.
Total AUM
$9.9B
QoQ Performance
-25.5%
Positions
128
Top 10 Concentration
16.7%
Latest Filing
Q4 2025
Top Holdings Allocation
PEN1.9%
NTNX1.8%
ESAB1.7%
MSA1.7%
8QR1.7%
RGEN1.7%
WING1.6%
GTLB1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other98.7%
Consumer1.3%
🚪 Exited Positionssold since Q3 2025
+14 more exited positions
Changes from Q3 2025
NEW12 new positions
↑19 increased
↓97 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023