CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings136 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
INTEGRA LIFESCIENCES HLDGS C | 6.5M | $451.1M | 2.3% | $55.92 | +23.06% | 9 qtrssince 2019-Q1 | Increased 54 |
FORTIVE CORP - W/I | 5.5M | $391.8M | 2.0% | $46.93 | +12.39% | 9 qtrssince 2019-Q1 | Increased 60 |
AMETEK INC | 3M | $379M | 2.0% | $79.91 | +54.63% | 9 qtrssince 2019-Q1 | Increased 49 |
MEDALLIA INC | 13.3M | $370.2M | 1.9% | — | — | 6 qtrssince 2019-Q4 | Increased 55 |
WORKDAY INC-CLASS A | 1.5M | $367.3M | 1.9% | $176.38 | +37.90% | 9 qtrssince 2019-Q1 | Decreased 0 |
CANTEL MEDICAL CORP | 4M | $319.8M | 1.7% | — | — | 9 qtrssince 2019-Q1 | Increased 49 |
PURE STORAGE INC - CLASS A | 14.7M | $317.2M | 1.6% | $18.76 | +11.43% | 9 qtrssince 2019-Q1 | Decreased 0 |
EVEREST GROUP LTD | 1.3M | $316.2M | 1.6% | $190.60 | +21.93% | 9 qtrssince 2019-Q1 | Increased 49 |
ADVANCE AUTO PARTS INC | 1.7M | $312.3M | 1.6% | $134.99 | +22.64% | 9 qtrssince 2019-Q1 | Increased 49 |
DENTSPLY SIRONA INC | 4.9M | $310.5M | 1.6% | $42.88 | +32.94% | 9 qtrssince 2019-Q1 | Increased 49 |
NEW RELIC INC | 4.8M | $293M | 1.5% | — | — | 9 qtrssince 2019-Q1 | Increased 56 |
ARTHUR J GALLAGHER & CO | 2.3M | $286.6M | 1.5% | $73.14 | +63.53% | 9 qtrssince 2019-Q1 | Decreased 0 |
WATERS CORP | 987,075 | $280.5M | 1.5% | $248.12 | +13.86% | 9 qtrssince 2019-Q1 | Increased 53 |
JM SMUCKER CO/THE | 2.2M | $275.3M | 1.4% | $91.01 | +19.47% | 9 qtrssince 2019-Q1 | Increased 49 |
APTARGROUP INC | 1.9M | $269.2M | 1.4% | $101.95 | +31.67% | 9 qtrssince 2019-Q1 | Increased 57 |
EDWARDS LIFESCIENCES CORP | 3.2M | $267.2M | 1.4% | $68.71 | +20.58% | 9 qtrssince 2019-Q1 | Increased 55 |
HERSHEY CO/THE | 1.7M | $265.5M | 1.4% | $117.42 | +20.75% | 4 qtrssince 2020-Q2 | Increased 51 |
TRACTOR SUPPLY COMPANY | 1.5M | $263.4M | 1.4% | $18.24 | +79.45% | 9 qtrssince 2019-Q1 | Decreased 0 |
TRADEWEB MARKETS INC-CLASS A | 3.5M | $261.3M | 1.4% | $49.21 | +46.05% | 6 qtrssince 2019-Q4 | Decreased 0 |
PALO ALTO NETWORKS INC | 746,260 | $240.3M | 1.3% | $41.34 | +28.21% | 9 qtrssince 2019-Q1 | Increased 55 |
Champlain Investment Partners, LLC manages $19.2B across 136 positions as of Q1 2021. Top holdings: IART (2.3%), FTV (2.0%), AME (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1/5.0.
Active quarter - 19 new positions, 5 exits, 87 increased. Top move: FTV (INCREASED, conviction 60). Portfolio: $19.2B across 136 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer