CLARKSTON CAPITAL PARTNERS LLC
Q1 2024 Form 13-F

BLOOMFIELD HILLS, MICHIGAN
CIK 0001562855 · CRD 143456 · SEC-registered investment adviser
Holdings reported by Advisory Services Network LLC since Q3 2018
$5.7B Reported Value Total

CLARKSTON CAPITAL PARTNERS, LLC reports 2,124 total accounts under management (AUM). There are 2,117 discretionary accounts valued at $6,678,478,318, and 7 non-discretionary accounts valued at $16,427,307.

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.
SEC Registered Discretionary & Non-Discretionary
Private funds (Form ADV)
2 funds · $1.1B gross asset value
Other: $1.1B
Source: Form ADV filed 2026-07-29
Reported value
$5.7B
Quarter over quarter
+5.4%
Holdings
154
Top-10 concentration
53.9%

Filing Structure

Reports holdings for

Holdings reported by

Key People

Form ADV owners & control persons
Gerald Wayne Hakala
SHAREHOLDER
Jeffrey Anthony Hakala
SHAREHOLDER
Joyce Marie Lapreta
CHIEF COMPLIANCE OFFICER

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Q1 2024 13F record

Q1 2024 13F filing summary

Q1 2024 Form 13F portfolio summary
Period of report March 31, 2024
Filed May 14, 2024
Form 13F-HR
Reported value $5.7B
Positions 154
Change in reported value +5.1%
New positions 11
Exited positions 15
Position turnover 15.4%
Top-10 concentration 53.9%

13F filings by quarter

Form 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 2024

Largest Q1 2024 13F positions by reported value
# Holding Reported value % of portfolio
1 CLVT CLARIVATE PLC $423.9M 7.48%
2 POST POST HLDGS INC $378.3M 6.67%
3 USFD US FOODS HLDG CORP $354.0M 6.24%
4 LPLA LPL FINL HLDGS INC $352.3M 6.21%
5 TAP MOLSON COORS BEVERAGE CO $316.0M 5.57%
6 AMG AFFILIATED MANAGERS GROUP IN $314.4M 5.55%
7 SRCL STERICYCLE INC $286.4M 5.05%
8 BRO BROWN & BROWN INC $229.1M 4.04%
9 GFL GFL ENVIRONMENTAL INC $212.5M 3.75%
10 WTW WILLIS TOWERS WATSON PLC LTD $190.9M 3.37%
11 HI HILLENBRAND INC $190.5M 3.36%
12 SYY SYSCO CORP $190.3M 3.36%
13 CHRW C H ROBINSON WORLDWIDE INC $164.2M 2.9%
14 WLYB WILEY JOHN & SONS INC $156.6M 2.76%
15 AVTR AVANTOR INC $149.6M 2.64%
16 ENR ENERGIZER HLDGS INC NEW $123.4M 2.18%
17 LESL LESLIES INC $118.3M 2.09%
18 FDX FEDEX CORP $117.1M 2.07%
19 HSIC HENRY SCHEIN INC $100.2M 1.77%
20 CABO CABLE ONE INC $95.4M 1.68%

Values as reported on the Q1 2024 Form 13F. Every position is in the holdings table below.

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