CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings130 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TRADEWEB MARKETS INC-CLASS A | 1.5M | $172.9M | 2.2% | $82.85 | +51.61% | 26 qtrssince 2019-Q4 | Increased 62 |
PENUMBRA INC | 491,382 | $161.4M | 2.0% | $201.58 | +68.74% | 29 qtrssince 2019-Q1 | Decreased 0 |
EOG RESOURCES INC | 1.1M | $153.2M | 1.9% | $142.40 | 0.00% | 1 qtr | New 69 |
SYNOPSYS INC | 384,815 | $152.6M | 1.9% | $328.83 | +29.04% | 29 qtrssince 2019-Q1 | Increased 63 |
NUTANIX INC - A | 4M | $152.4M | 1.9% | $40.46 | +0.58% | 19 qtrssince 2021-Q3 | Increased 56 |
FASTENAL CO | 2.9M | $134.6M | 1.7% | $39.26 | +16.93% | 6 qtrssince 2024-Q4 | Increased 51 |
AAON INC | 1.6M | $132.6M | 1.7% | $82.24 | +15.92% | 4 qtrssince 2025-Q2 | Decreased 0 |
VEEVA SYSTEMS INC-CLASS A | 738,449 | $129.7M | 1.6% | $178.62 | +4.08% | 29 qtrssince 2019-Q1 | Increased 73 |
AKAMAI TECHNOLOGIES INC | 1.1M | $129.2M | 1.6% | $98.61 | +3.52% | 18 qtrssince 2021-Q4 | Increased 51 |
ESAB CORP | 1.3M | $126.1M | 1.6% | $108.95 | +7.03% | 9 qtrssince 2024-Q1 | Decreased 0 |
PURE STORAGE INC - CLASS A | 2.1M | $122.8M | 1.6% | $33.94 | +81.91% | 29 qtrssince 2019-Q1 | Increased 64 |
IDEX CORP | 640,274 | $121.4M | 1.5% | $182.80 | +14.31% | 29 qtrssince 2019-Q1 | Decreased 0 |
ARCH CAPITAL GROUP LTD | 1.3M | $121.2M | 1.5% | $92.15 | +9.04% | 5 qtrssince 2025-Q1 | Decreased 0 |
TEXAS PACIFIC LAND CORP | 252,962 | $120M | 1.5% | $523.64 | 0.00% | 1 qtr | New 69 |
CULLEN/FROST BANKERS INC | 855,190 | $117.2M | 1.5% | $92.11 | +52.50% | 29 qtrssince 2019-Q1 | Decreased 0 |
FLOOR & DECOR HOLDINGS INC-A | 2.3M | $115.5M | 1.5% | $62.45 | +6.29% | 2 qtrssince 2025-Q4 | Increased 59 |
COOPER COS INC/THE | 1.6M | $115M | 1.5% | $92.40 | -9.77% | 29 qtrssince 2019-Q1 | Decreased 0 |
CAVA GROUP INC | 1.4M | $113M | 1.4% | $73.22 | +5.26% | 5 qtrssince 2025-Q1 | Decreased 0 |
WYNDHAM HOTELS & RESORTS INC | 1.4M | $111.9M | 1.4% | $80.61 | +0.38% | 4 qtrssince 2025-Q2 | Decreased 0 |
COMMERCE BANCSHARES INC | 2.3M | $111.5M | 1.4% | $52.21 | -1.15% | 2 qtrssince 2025-Q4 | Increased 76 |
Champlain Investment Partners, LLC manages $7.9B across 130 positions as of Q1 2026. Top holdings: TW (2.2%), PEN (2.0%), EOG (1.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 19 new positions, 17 exits, 29 increased. Top move: CBSH (INCREASED, conviction 76). Portfolio: $7.9B across 130 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