13-F holdings, Q2 2026
Champlain Investment Partners, LLC
A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.
- Reported value
- $3.9B
- Positions
- 129
- Filed
- Data as of
These holdings are as of , 132 days ago.
13-Fs for Q3 2026 are due by .
See this manager's Holder IQ and how the book overlaps yours
Free to start, with no card. Holder IQ scores a manager's past record. It describes the past and is not a recommendation to buy or sell anything. Sign up and you can follow this manager: one notice for each new 13-F, naming what changed and which of those positions you hold or watch.
Top holdings
- NTNX$103.7M2,034,277 shares2.7% of the book
- P$90.1M1,143,316 shares2.3% of the book
- ESAB$74.6M756,078 shares1.9% of the book
- PEN$69.2M219,032 shares1.8% of the book
- WH$59.9M711,343 shares1.5% of the book
- SFM$59.1M698,367 shares1.5% of the book
- CFR$58.7M379,610 shares1.5% of the book
- OKTA$56.4M412,985 shares1.4% of the book
- CBSH$56.1M971,864 shares1.4% of the book
- MSA$55.9M320,243 shares1.4% of the book
What changed this quarter
6 new positions and 8 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.
Largest buys
Largest sells
What was sold out, by size
- 5 real positions, 0.25% of the book or more
- 3 small, between 0.015% and 0.25%
Not counted as trades: LCLN (newly listed or spun off).
All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.