CLARKSTON CAPITAL PARTNERS LLC
Q3 2025 Form 13-F

BLOOMFIELD HILLS, MICHIGAN
CIK 0001562855 · CRD 143456 · SEC-registered investment adviser
Holdings reported by Advisory Services Network LLC since Q3 2018
$4.6B Reported Value Total

CLARKSTON CAPITAL PARTNERS, LLC reports 1,795 total accounts under management (AUM). There are 1,783 discretionary accounts valued at $6,731,447,648, and 12 non-discretionary accounts valued at $37,703,549.

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
$4.6B
Quarter over quarter
+2.9%
Holdings
158
Top-10 concentration
42.2%

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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Q3 2025 13F record

Q3 2025 13F filing summary

Q3 2025 Form 13F portfolio summary
Period of report September 30, 2025
Filed November 13, 2025
Form 13F-HR
Reported value $4.6B
Positions 158
Change in reported value -1.4%
New positions 11
Exited positions 4
Position turnover 9.3%
Top-10 concentration 42.2%

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 · Q3 2025

Largest Q3 2025 13F positions by reported value
# Holding Reported value % of portfolio
1 POST POST HLDGS INC $312.1M 6.72%
2 AMG AFFILIATED MANAGERS GROUP IN $293.8M 6.33%
3 CLVT CLARIVATE PLC $255.5M 5.5%
4 AVTR AVANTOR INC $187.5M 4.04%
5 LPLA LPL FINL HLDGS INC $165.9M 3.57%
6 WTW WILLIS TOWERS WATSON PLC LTD $155.4M 3.35%
7 TAP MOLSON COORS BEVERAGE CO $152.2M 3.28%
8 LW LAMB WESTON HLDGS INC $146.1M 3.15%
9 USFD US FOODS HLDG CORP $145.2M 3.13%
10 CHRW C H ROBINSON WORLDWIDE INC $143.5M 3.09%
11 SYY SYSCO CORP $142.4M 3.07%
12 GFL GFL ENVIRONMENTAL INC $135.5M 2.92%
13 LKQ LKQ CORP $109.3M 2.35%
14 HSIC HENRY SCHEIN INC $99.5M 2.14%
15 ENR ENERGIZER HLDGS INC NEW $96.0M 2.07%
16 WLYB WILEY JOHN & SONS INC $89.4M 1.92%
17 NVST ENVISTA HOLDINGS CORPORATION $87.9M 1.89%
18 MIDD MIDDLEBY CORP $86.3M 1.86%
19 HI HILLENBRAND INC $84.9M 1.83%
20 FDX FEDEX CORP $80.2M 1.73%

Values as reported on the Q3 2025 Form 13F. Every position is in the holdings table below.

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