CLARKSTON CAPITAL PARTNERS LLC
Q3 2022 Form 13-F
BLOOMFIELD HILLS, MICHIGAN
CIK 0001562855
· CRD 143456
· SEC-registered investment adviser
Holdings reported by
Advisory Services Network LLC since Q3 2018
$5.1B Reported Value Total
CLARKSTON CAPITAL PARTNERS, LLC reports 1,948 total accounts under management (AUM). There are 1,937 discretionary accounts valued at $6,759,209,295, and 11 non-discretionary accounts valued at $18,610,354.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
2 funds
· $1.1B gross asset value
Other: $1.1B
Source: Form ADV filed 2026-07-29
Reported value
$5.1B
Quarter over quarter
-5.2%
Holdings
175
Top-10 concentration
56.4%
Filing Structure
Reports holdings for
- PURSUIT WEALTH STRATEGIES LLC · File #028-26826 · Q4 2025 – Q4 2025 · declared by one filing
Holdings reported by
- Advisory Services Network LLC · since Q3 2018 · declared by one filing
- Integrated Investment Consultants LLC · Q3 2024 – Q4 2025 · declared by one filing
Key People
Form ADV owners & control persons
Gerald Wayne Hakala
SHAREHOLDER
Jeffrey Anthony Hakala
SHAREHOLDER
Joyce Marie Lapreta
CHIEF COMPLIANCE OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
Loading 13F Metrics
Q3 2022 13F record
Q3 2022 13F filing summary
| Period of report | September 30, 2022 |
|---|---|
| Filed | November 14, 2022 |
| Form | 13F-HR |
| Reported value | $5.1B |
| Positions | 175 |
| Change in reported value | -6.5% |
| New positions | 4 |
| Exited positions | 17 |
| Position turnover | 10.9% |
| Top-10 concentration | 56.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 10, 2026
|
96 | $1.1B |
|
Q2 2026 13F
Filed Aug 11, 2026
|
96 | $1.2B |
|
Q1 2026 13F
Filed May 14, 2026
|
98 | $1.3B |
|
Q4 2025 13F
Filed Feb 13, 2026
|
178 | $4.3B |
|
Q3 2025 13F
Filed Nov 13, 2025
|
158 | $4.6B |
|
Q2 2025 13F
Filed Aug 13, 2025
|
151 | $4.7B |
|
Q1 2025 13F
Filed May 14, 2025
|
146 | $5.1B |
|
Q4 2024 13F
Filed Feb 13, 2025
|
161 | $5.2B |
|
Q3 2024 13F
Filed Nov 7, 2024
|
153 | $5.4B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
153 | $5.2B |
|
Q1 2024 13F
Filed May 14, 2024
|
154 | $5.7B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
158 | $5.4B |
|
Q3 2023 13F
Filed Nov 2, 2023
|
162 | $5.1B |
|
Q2 2023 13F
Filed Aug 7, 2023
|
159 | $5.6B |
|
Q1 2023 13F
Filed May 15, 2023
|
166 | $5.4B |
|
Q4 2022 13F
Filed Feb 13, 2023
|
174 | $5.3B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
175 | $5.1B |
|
Q2 2022 13F
Filed Aug 10, 2022
|
188 | $5.4B |
|
Q1 2022 13F
Filed May 9, 2022
|
197 | $6.0B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
187 | $5.8B |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | CHNG CHANGE HEALTHCARE INC | $505.3M | 9.93% |
| 2 | LPLA LPL FINL HLDGS INC | $406.5M | 7.99% |
| 3 | CLVT CLARIVATE PLC | $317.2M | 6.24% |
| 4 | TAP MOLSON COORS BEVERAGE CO | $296.3M | 5.82% |
| 5 | WTW WILLIS TOWERS WATSON PLC LTD | $245.6M | 4.83% |
| 6 | SRCL STERICYCLE INC | $239.3M | 4.71% |
| 7 | AMG AFFILIATED MANAGERS GROUP IN | $232.4M | 4.57% |
| 8 | POST POST HLDGS INC | $220.0M | 4.32% |
| 9 | OPTU ALTICE USA INC | $202.0M | 3.97% |
| 10 | USFD US FOODS HLDG CORP | $201.8M | 3.97% |
| 11 | NLSN NIELSEN HLDGS PLC | $195.2M | 3.84% |
| 12 | HI HILLENBRAND INC | $186.9M | 3.67% |
| 13 | BRO BROWN & BROWN INC | $178.7M | 3.51% |
| 14 | SYY SYSCO CORP | $158.5M | 3.12% |
| 15 | BEN FRANKLIN RESOURCES INC | $148.6M | 2.92% |
| 16 | CHRW C H ROBINSON WORLDWIDE INC | $111.2M | 2.19% |
| 17 | WLYB WILEY JOHN & SONS INC | $103.6M | 2.04% |
| 18 | IAA IAA INC | $99.1M | 1.95% |
| 19 | ENR ENERGIZER HLDGS INC NEW | $95.1M | 1.87% |
| 20 | EPAC ENERPAC TOOL GROUP CORP | $90.2M | 1.77% |
Values as reported on the Q3 2022 Form 13F. Every position is in the holdings table below.