CLARKSTON CAPITAL PARTNERS LLC
Q1 2026 Form 13-F

BLOOMFIELD HILLS, MICHIGAN
CIK 0001562855 · CRD 143456 · SEC-registered investment adviser
Holdings reported by Advisory Services Network LLC since Q3 2018
$1.3B Reported Value Total

CLARKSTON CAPITAL PARTNERS, LLC reports 347 total accounts under management (AUM). There are 345 discretionary accounts valued at $1,701,833,212, and 2 non-discretionary accounts valued at $9,234,398.

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
$1.3B
Quarter over quarter
-5.4%
Holdings
98
Top-10 concentration
48.7%

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 2026 13F record

Q1 2026 13F filing summary

Q1 2026 Form 13F portfolio summary
Period of report March 31, 2026
Filed May 14, 2026
Form 13F-HR
Reported value $1.3B
Positions 98
Change in reported value -69.7%
New positions 10
Exited positions 90
Position turnover 53.2%
Top-10 concentration 48.7%

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 2026

Largest Q1 2026 13F positions by reported value
# Holding Reported value % of portfolio
1 POST POST HLDGS INC $117.9M 9.0%
2 CLVT CLARIVATE PLC $108.4M 8.27%
3 AMG AFFILIATED MANAGERS GROUP $86.8M 6.62%
4 AVTR AVANTOR INC $67.7M 5.16%
5 CCC CCC INTELLIGENT SOLUTIONS HL $57.5M 4.38%
6 LKQ LKQ CORP $45.2M 3.45%
7 LW LAMB WESTON HLDGS INC $41.9M 3.19%
8 GFL GFL ENVIRONMENTAL INC $38.8M 2.96%
9 MIDD MIDDLEBY CORP $38.4M 2.93%
10 IT GARTNER INC $36.4M 2.77%
11 WLYB WILEY JOHN & SONS INC $35.9M 2.74%
12 HSIC SCHEIN HENRY INC $35.7M 2.72%
13 ROP ROPER TECHNOLOGIES INC $33.4M 2.55%
14 NVST ENVISTA HOLDINGS CORPORATION $30.0M 2.29%
15 LPLA LPL FINL HLDGS INC $29.0M 2.21%
16 TAP MOLSON COORS BEVERAGE CO $28.6M 2.19%
17 BRO BROWN & BROWN INC $27.1M 2.06%
18 USFD US FOODS HLDG CORP $26.7M 2.04%
19 PRMB PRIMO BRANDS CORPORATION $24.8M 1.89%
20 ENR ENERGIZER HLDGS INC $23.0M 1.75%

Values as reported on the Q1 2026 Form 13F. Every position is in the holdings table below.

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