CLARKSTON CAPITAL PARTNERS LLC
Q4 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
$4.3B 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
Firm Brochure (Part 2A) Client Relationship Summary (Form CRS)
Private funds (Form ADV)
2 funds · $1.1B gross asset value
Other: $1.1B
Source: Form ADV filed 2026-07-29
Reported value
$4.3B
Quarter over quarter
+0.9%
Holdings
178
Top-10 concentration
39.8%

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
Q3 2025
Q1 2026
Go to latest

Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.

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Q4 2025 13F filing summary

Period of report December 31, 2025
Filed February 13, 2026
Form 13F-HR
Reported value $4.3B
Positions 178
Change in reported value -7.0%
New positions 23
Exited positions 3
Position turnover 14.4%
Top-10 concentration 39.8%

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 · Q4 2025

# Holding Reported value % of portfolio
1 POST POST HLDGS INC $284.1M 6.58%
2 AMG AFFILIATED MANAGERS GROUP IN $260.6M 6.03%
3 CLVT CLARIVATE PLC $217.0M 5.02%
4 AVTR AVANTOR INC $173.1M 4.01%
5 TAP MOLSON COORS BEVERAGE CO $156.4M 3.62%
6 CHRW C H ROBINSON WORLDWIDE INC $142.2M 3.29%
7 USFD US FOODS HLDG CORP $132.8M 3.07%
8 GFL GFL ENVIRONMENTAL INC $120.5M 2.79%
9 MIDD MIDDLEBY CORP $117.3M 2.71%
10 LKQ LKQ CORP $113.6M 2.63%
11 HSIC HENRY SCHEIN INC $111.7M 2.59%
12 CCC CCC INTELLIGENT SOLUTIONS HL $109.6M 2.54%
13 LPLA LPL FINL HLDGS INC $107.7M 2.49%
14 LW LAMB WESTON HLDGS INC $100.9M 2.34%
15 WTW WILLIS TOWERS WATSON PLC LTD $99.7M 2.31%
16 NVST ENVISTA HOLDINGS CORPORATION $91.4M 2.12%
17 ENR ENERGIZER HLDGS INC NEW $84.1M 1.95%
18 FDX FEDEX CORP $80.5M 1.86%
19 WLYB WILEY JOHN & SONS INC $80.2M 1.86%
20 NEOG NEOGEN CORP $79.2M 1.83%

Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.

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