CLARKSTON CAPITAL PARTNERS LLC
Q1 2023 Form 13-F
BLOOMFIELD HILLS, MICHIGAN
CIK 0001562855
· CRD 143456
· SEC-registered investment adviser
Holdings reported by
Advisory Services Network LLC since Q3 2018
$5.4B Reported Value Total
CLARKSTON CAPITAL PARTNERS, LLC reports 2,025 total accounts under management (AUM). There are 2,015 discretionary accounts valued at $6,498,273,358, and 10 non-discretionary accounts valued at $25,619,742.
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
$5.4B
Quarter over quarter
+1.1%
Holdings
166
Top-10 concentration
55.4%
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
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Q1 2023 13F record
Q1 2023 13F filing summary
| Period of report | March 31, 2023 |
|---|---|
| Filed | May 15, 2023 |
| Form | 13F-HR |
| Reported value | $5.4B |
| Positions | 166 |
| Change in reported value | +1.2% |
| New positions | 10 |
| Exited positions | 18 |
| Position turnover | 15.2% |
| Top-10 concentration | 55.4% |
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 · Q1 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | CLVT CLARIVATE PLC | $456.9M | 8.52% |
| 2 | TAP MOLSON COORS BEVERAGE CO | $351.7M | 6.56% |
| 3 | AMG AFFILIATED MANAGERS GROUP IN | $322.9M | 6.02% |
| 4 | LPLA LPL FINL HLDGS INC | $300.5M | 5.6% |
| 5 | USFD US FOODS HLDG CORP | $297.4M | 5.55% |
| 6 | SRCL STERICYCLE INC | $280.4M | 5.23% |
| 7 | POST POST HLDGS INC | $265.7M | 4.95% |
| 8 | HI HILLENBRAND INC | $247.4M | 4.61% |
| 9 | WTW WILLIS TOWERS WATSON PLC LTD | $235.8M | 4.4% |
| 10 | BRO BROWN & BROWN INC | $212.4M | 3.96% |
| 11 | CHRW C H ROBINSON WORLDWIDE INC | $208.9M | 3.9% |
| 12 | BEN FRANKLIN RESOURCES INC | $190.2M | 3.55% |
| 13 | SYY SYSCO CORP | $175.9M | 3.28% |
| 14 | ENR ENERGIZER HLDGS INC NEW | $143.7M | 2.68% |
| 15 | FDX FEDEX CORP | $130.1M | 2.43% |
| 16 | OPTU ALTICE USA INC | $129.4M | 2.41% |
| 17 | EPAC ENERPAC TOOL GROUP CORP | $128.6M | 2.4% |
| 18 | GFL GFL ENVIRONMENTAL INC | $128.5M | 2.4% |
| 19 | WLYB WILEY JOHN & SONS INC | $111.8M | 2.08% |
| 20 | APAM ARTISAN PARTNERS ASSET MGMT | $110.8M | 2.07% |
Values as reported on the Q1 2023 Form 13F. Every position is in the holdings table below.