CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings141 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
PURE STORAGE INC - CLASS A | 14.7M | $517.6M | 2.7% | $19.36 | +85.78% | 13 qtrssince 2019-Q1 | Decreased 0 |
AMETEK INC | 2.9M | $381.9M | 2.0% | $80.01 | +61.88% | 13 qtrssince 2019-Q1 | Increased 49 |
EVEREST GROUP LTD | 1.2M | $371.8M | 1.9% | $191.16 | +49.10% | 13 qtrssince 2019-Q1 | Increased 49 |
EDWARDS LIFESCIENCES CORP | 3.1M | $363.2M | 1.9% | $69.20 | +69.20% | 13 qtrssince 2019-Q1 | Increased 49 |
INTEGRA LIFESCIENCES HLDGS C | 5.6M | $358.9M | 1.9% | $55.92 | +17.50% | 13 qtrssince 2019-Q1 | Decreased 0 |
ARTHUR J GALLAGHER & CO | 2M | $356.4M | 1.8% | $73.66 | +127.51% | 13 qtrssince 2019-Q1 | Increased 49 |
FORTIVE CORP - W/I | 5.7M | $347M | 1.8% | $47.10 | -2.18% | 13 qtrssince 2019-Q1 | Increased 49 |
ADVANCE AUTO PARTS INC | 1.6M | $340M | 1.8% | $135.70 | +41.88% | 13 qtrssince 2019-Q1 | Increased 49 |
PALO ALTO NETWORKS INC | 534,498 | $332.7M | 1.7% | $41.38 | +148.01% | 13 qtrssince 2019-Q1 | Decreased 0 |
WORKDAY INC-CLASS A | 1.3M | $322.5M | 1.7% | $177.15 | +36.36% | 13 qtrssince 2019-Q1 | Increased 49 |
GENERAC HOLDINGS INC | 1.1M | $321.6M | 1.7% | $251.11 | +23.87% | 8 qtrssince 2020-Q2 | Increased 55 |
WATERS CORP | 1M | $312.3M | 1.6% | $252.75 | +27.27% | 13 qtrssince 2019-Q1 | Increased 50 |
DENTSPLY SIRONA INC | 5.5M | $269.2M | 1.4% | $43.95 | +1.96% | 13 qtrssince 2019-Q1 | Increased 49 |
STERIS PLC | 1.1M | $261.6M | 1.4% | $197.94 | +19.78% | 4 qtrssince 2021-Q2 | Decreased 0 |
ZSCALER INC | 1.1M | $256.1M | 1.3% | $75.48 | +217.82% | 9 qtrssince 2020-Q1 | Increased 53 |
MCCORMICK & CO-NON VTG SHRS | 2.5M | $245.4M | 1.3% | $79.58 | +11.98% | 5 qtrssince 2021-Q1 | Increased 49 |
ROCKWELL AUTOMATION INC | 866,825 | $242.7M | 1.3% | $185.59 | +41.52% | 13 qtrssince 2019-Q1 | Increased 60 |
FRESHPET INC | 2.3M | $241M | 1.2% | $108.91 | -3.66% | 3 qtrssince 2021-Q3 | Increased 59 |
JM SMUCKER CO/THE | 1.7M | $236.5M | 1.2% | $91.01 | +29.08% | 13 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 2.8M | $235.9M | 1.2% | $72.99 | +10.81% | 9 qtrssince 2020-Q1 | Increased 51 |
Champlain Investment Partners, LLC manages $19.3B across 141 positions as of Q1 2022. Top holdings: PSTG (2.7%), AME (2.0%), EG (1.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 4 new positions, 8 exits, 70 increased. Top move: ROK (INCREASED, conviction 60). Portfolio: $19.3B across 141 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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