Clarkston Capital Partners, LLC
•CIK: 1562855•Filing: Q4 2025
Clarkston Capital Partners, LLC, managed by the seasoned investor team of John Clarkston and his partners, is known for its concentrated, high-conviction investment strategy, currently managing $4.3 billion in assets across 178 positions. The fund has recently made notable moves by adding Berkshire Hathaway (BRK/B) and Fiserv (FIS) to its portfolio, with both positions up over 500%, while exiting holdings in 9Horse Holdings (9HI) and Medpace Holdings (MEDP).
Total AUM
$4.3B
QoQ Performance
-7.0%
Positions
165
Top 10 Concentration
39.8%
Latest Filing
Q4 2025
Top Holdings Allocation
POST
AMG
CLVT
POST6.6%
AMG6.0%
CLVT5.0%
AVTR4.0%
TAP3.6%
CHRW3.3%
USFD3.1%
GFL2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.8%
Financial5.1%
Technology4.1%
Industrial2.4%
Healthcare2.4%
Consumer1.2%
Communication1.0%
Consumer Staples0.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW23 new positions
↑48 increased
↓52 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023