CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings121 positions
Catalent Inc | 4.9M | $359.6M | 2.6% | — | — | 6 qtrssince 2019-Q1 | Decreased 0 |
Pure Storage Inc | 18.6M | $323M | 2.3% | $18.84 | -8.03% | 6 qtrssince 2019-Q1 | Increased 54 |
INTEGRA LIFESCIENCES HLDGS C | 6.2M | $291.7M | 2.1% | $55.60 | -16.40% | 6 qtrssince 2019-Q1 | Increased 53 |
Workday Inc | 1.5M | $282.8M | 2.0% | $174.96 | +6.41% | 6 qtrssince 2019-Q1 | Increased 53 |
Fortive Corp | 4M | $273.2M | 2.0% | $45.12 | -7.24% | 6 qtrssince 2019-Q1 | Increased 50 |
AMETEK Inc | 3M | $265.2M | 1.9% | $78.71 | +9.19% | 6 qtrssince 2019-Q1 | Increased 49 |
Tractor Supply Co | 2M | $264.3M | 1.9% | $16.91 | +40.12% | 6 qtrssince 2019-Q1 | Decreased 0 |
ServiceNow Inc | 645,523 | $261.5M | 1.9% | $53.03 | +52.77% | 6 qtrssince 2019-Q1 | Decreased 0 |
New Relic Inc | 3.8M | $260.8M | 1.9% | — | — | 6 qtrssince 2019-Q1 | Decreased 0 |
Veeva Systems Inc | 1.1M | $257M | 1.8% | $132.91 | +76.37% | 6 qtrssince 2019-Q1 | Increased 49 |
Everest Re Group Ltd | 1.2M | $246.9M | 1.8% | $189.38 | -4.20% | 6 qtrssince 2019-Q1 | Increased 55 |
Splunk Inc | 1.2M | $245.3M | 1.8% | — | — | 6 qtrssince 2019-Q1 | Decreased 0 |
Arthur J Gallagher & Co | 2.5M | $240M | 1.7% | $72.91 | +23.42% | 6 qtrssince 2019-Q1 | Increased 49 |
Bio-Techne Corp | 905,740 | $239.2M | 1.7% | $47.68 | +34.72% | 6 qtrssince 2019-Q1 | Decreased 0 |
MEDALLIA INC | 9M | $228.2M | 1.6% | — | — | 3 qtrssince 2019-Q4 | Increased 58 |
APTARGROUP INC | 1.9M | $212.4M | 1.5% | $96.31 | +5.51% | 6 qtrssince 2019-Q1 | Increased 49 |
JM Smucker Co/The | 2M | $209.1M | 1.5% | $90.41 | -3.95% | 6 qtrssince 2019-Q1 | Increased 49 |
Advance Auto Parts Inc | 1.4M | $206.4M | 1.5% | $134.03 | -5.67% | 6 qtrssince 2019-Q1 | Increased 49 |
Rockwell Automation Inc | 961,337 | $204.8M | 1.5% | $151.81 | +25.04% | 6 qtrssince 2019-Q1 | Decreased 0 |
Q2 HLDGS INC | 2.4M | $203.1M | 1.5% | $74.41 | +14.12% | 6 qtrssince 2019-Q1 | Increased 59 |
Champlain Investment Partners, LLC manages $13.9B across 121 positions as of Q2 2020. Top holdings: CTLT (2.6%), PSTG (2.3%), IART (2.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 7 new positions, 5 exits, 49 increased. Top move: QTWO (INCREASED, conviction 59). Portfolio: $13.9B across 121 positions.
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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
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