CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings120 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
INTEGRA LIFESCIENCES HLDGS C | 5.5M | $305M | 2.7% | $55.72 | 0.00% | 1 qtr | New 80 |
PURE STORAGE INC - CLASS A | 9.9M | $214.7M | 1.9% | $21.79 | 0.00% | 1 qtr | New 70 |
WATERS CORP | 838,625 | $211.1M | 1.8% | $251.71 | 0.00% | 1 qtr | New 70 |
TREEHOUSE FOODS INC | 3.2M | $207.6M | 1.8% | $64.55 | 0.00% | 1 qtr | New 70 |
PALO ALTO NETWORKS INC | 816,340 | $198.3M | 1.7% | $40.48 | 0.00% | 1 qtr | New 70 |
BLACKBAUD INC | 2.5M | $196.7M | 1.7% | $79.26 | 0.00% | 1 qtr | New 70 |
SPLUNK INC | 1.6M | $195.1M | 1.7% | — | — | 1 qtr | New 70 |
EVEREST GROUP LTD | 889,250 | $192M | 1.7% | $187.46 | 0.00% | 1 qtr | New 70 |
| 5.6M | $191.9M | 1.7% | $30.08 | 0.00% | 1 qtr | New 70 | |
ARTHUR J GALLAGHER & CO | 2.3M | $177.6M | 1.5% | $71.78 | 0.00% | 1 qtr | New 70 |
NORDSON CORP | 1.3M | $176M | 1.5% | $123.25 | 0.00% | 1 qtr | New 70 |
APTARGROUP INC | 1.6M | $175.5M | 1.5% | $97.44 | 0.00% | 1 qtr | New 70 |
MEDIDATA SOLUTIONS INC | 2.4M | $175.1M | 1.5% | — | — | 1 qtr | New 70 |
ULTA BEAUTY INC | 498,510 | $173.8M | 1.5% | $348.73 | 0.00% | 1 qtr | New 70 |
WILEY JOHN & SONS INC | 3.9M | $173.2M | 1.5% | $35.07 | 0.00% | 1 qtr | New 70 |
FORTIVE CORP - W/I | 2M | $170.7M | 1.5% | $51.44 | 0.00% | 1 qtr | New 69 |
NEW RELIC INC | 1.7M | $170M | 1.5% | — | — | 1 qtr | New 69 |
TRACTOR SUPPLY COMPANY | 1.6M | $158.9M | 1.4% | $17.61 | 0.00% | 1 qtr | New 69 |
CATALENT INC | 3.9M | $158.8M | 1.4% | — | — | 1 qtr | New 69 |
VERISK ANALYTICS INC | 1.2M | $156M | 1.4% | $127.36 | 0.00% | 1 qtr | New 69 |
Champlain Investment Partners, LLC manages $11.5B across 120 positions as of Q1 2019. Top holdings: IART (2.7%), PSTG (1.9%), WAT (1.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 120 new positions, 0 exits, 0 increased. Top move: IART (NEW, conviction 80). Portfolio: $11.5B across 120 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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