CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings129 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NUTANIX INC - A | 2M | $103.7M | 2.7% | $40.46 | +61.60% | 20 qtrssince 2021-Q3 | Decreased 0 |
PURE STORAGE INC - CLASS A | 1.1M | $90.1M | 2.3% | $33.94 | — | 30 qtrssince 2019-Q1 | Decreased 0 |
ESAB CORP | 756,078 | $74.6M | 1.9% | $108.95 | -24.52% | 10 qtrssince 2024-Q1 | Decreased 0 |
PENUMBRA INC | 219,032 | $69.2M | 1.8% | $201.58 | +60.26% | 30 qtrssince 2019-Q1 | Decreased 0 |
WYNDHAM HOTELS & RESORTS INC | 711,343 | $59.9M | 1.5% | $80.61 | -4.68% | 5 qtrssince 2025-Q2 | Decreased 0 |
SPROUTS FMRS MKT INC | 698,367 | $59.1M | 1.5% | $79.86 | +8.73% | 3 qtrssince 2025-Q4 | Decreased 0 |
CULLEN/FROST BANKERS INC | 379,610 | $58.7M | 1.5% | $92.11 | +77.25% | 30 qtrssince 2019-Q1 | Decreased 0 |
OKTA INC | 412,985 | $56.4M | 1.4% | $91.24 | +47.33% | 30 qtrssince 2019-Q1 | Decreased 0 |
COMMERCE BANCSHARES INC | 971,864 | $56.1M | 1.4% | $50.35 | +16.18% | 3 qtrssince 2025-Q4 | Decreased 0 |
MSA SAFETY INC | 320,243 | $55.9M | 1.4% | $144.77 | +31.61% | 30 qtrssince 2019-Q1 | Decreased 0 |
CAVA GROUP INC | 701,117 | $55M | 1.4% | $73.22 | -7.44% | 6 qtrssince 2025-Q1 | Decreased 0 |
SYNOPSYS INC | 121,225 | $54.1M | 1.4% | $328.83 | +24.68% | 30 qtrssince 2019-Q1 | Decreased 0 |
FLOOR & DECOR HOLDINGS INC-A | 903,527 | $53.6M | 1.4% | $62.45 | -13.04% | 3 qtrssince 2025-Q4 | Decreased 0 |
Novanta Inc | 326,007 | $52.9M | 1.4% | $136.91 | +5.15% | 18 qtrssince 2022-Q1 | Decreased 0 |
COMMVAULT SYS INC | 341,569 | $48.4M | 1.2% | $156.09 | -13.95% | 6 qtrssince 2025-Q1 | Decreased 0 |
SPX TECHNOLOGIES INC | 194,289 | $47.6M | 1.2% | $133.56 | +54.00% | 6 qtrssince 2025-Q1 | Decreased 0 |
EOG RESOURCES INC | 360,035 | $46.7M | 1.2% | $142.40 | +1.71% | 2 qtrssince 2026-Q1 | Decreased 0 |
AAON INC | 361,641 | $45.9M | 1.2% | $83.12 | -4.01% | 5 qtrssince 2025-Q2 | Decreased 0 |
SIMPSON MFG INC | 214,765 | $45M | 1.2% | $165.68 | +11.62% | 8 qtrssince 2024-Q3 | Decreased 0 |
TEXAS PACIFIC LAND CORP | 99,600 | $43.6M | 1.1% | $523.64 | -29.46% | 2 qtrssince 2026-Q1 | Decreased 0 |
Champlain Investment Partners, LLC manages $3.9B across 129 positions as of Q2 2026. Top holdings: NTNX (2.7%), PSTG (2.3%), ESAB (1.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 7 new positions, 8 exits, 7 increased. No standout high-conviction moves this quarter. Portfolio: $3.9B across 129 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR