CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings129 positions
EVERPURE INC | 14.4M | $367.2M | 2.3% | $19.56 | +30.43% | 17 qtrssince 2019-Q1 | Increased 55 |
EVEREST GROUP LTD | 1M | $359.2M | 2.3% | $189.08 | +77.85% | 17 qtrssince 2019-Q1 | Decreased 0 |
AMETEK | 2.5M | $359.1M | 2.3% | $79.89 | +77.87% | 17 qtrssince 2019-Q1 | Decreased 0 |
FORTIVE | 5.2M | $353.9M | 2.2% | — | — | 17 qtrssince 2019-Q1 | Decreased 0 |
WORKDAY INC | 1.7M | $346.3M | 2.2% | — | — | 17 qtrssince 2019-Q1 | Decreased 0 |
TRADEWEB MKTS INC | 4.1M | $321.9M | 2.0% | $54.27 | +43.52% | 14 qtrssince 2019-Q4 | Decreased 0 |
INTEGRA LIFESCIENCES HLDGS C | 5.2M | $296.9M | 1.9% | $55.97 | +2.58% | 17 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 2.5M | $275.9M | 1.7% | $71.48 | +45.81% | 13 qtrssince 2020-Q1 | Decreased 0 |
PALO ALTO NETWORKS INC | 1.3M | $254.6M | 1.6% | $41.48 | +140.79% | 17 qtrssince 2019-Q1 | Decreased 0 |
OKTA INC | 2.9M | $253.1M | 1.6% | $100.07 | -13.82% | 17 qtrssince 2019-Q1 | Increased 56 |
FRESHPET INC | 3.7M | $247.8M | 1.6% | $86.71 | -23.67% | 7 qtrssince 2021-Q3 | Increased 49 |
VEEVA SYS INC | 1.3M | $231M | 1.5% | $169.04 | +8.72% | 17 qtrssince 2019-Q1 | Increased 61 |
EDWARDS LIFESCIENCES CORP | 2.8M | $228.6M | 1.4% | $67.34 | +22.85% | 17 qtrssince 2019-Q1 | Decreased 0 |
WATERS CORP | 738,079 | $228.5M | 1.4% | — | — | 17 qtrssince 2019-Q1 | Decreased 0 |
DEXCOM INC | 1.9M | $219.3M | 1.4% | $94.12 | +23.44% | 5 qtrssince 2022-Q1 | Increased 52 |
NORDSON CORP | 980,180 | $217.9M | 1.4% | $170.03 | +25.11% | 17 qtrssince 2019-Q1 | Decreased 0 |
IDEX | 930,631 | $215M | 1.4% | $158.11 | +38.90% | 17 qtrssince 2019-Q1 | Decreased 0 |
MCCORMICK & CO INC | 2.6M | $213.5M | 1.3% | $76.45 | -1.34% | 9 qtrssince 2021-Q1 | Increased 52 |
STERIS PLC | 1.1M | $206.1M | 1.3% | $195.22 | -5.18% | 8 qtrssince 2021-Q2 | Decreased 0 |
GENERAC HLDGS INC | 1.9M | $205.7M | 1.3% | $197.15 | -45.21% | 12 qtrssince 2020-Q2 | Increased 58 |
Champlain Investment Partners, LLC manages $15.9B across 129 positions as of Q1 2023. Top holdings: PSTG (2.3%), EG (2.3%), AME (2.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 9 new positions, 12 exits, 36 increased. Top move: VEEV (INCREASED, conviction 61). Portfolio: $15.9B across 129 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
Verify source filings on SEC EDGAR