CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings135 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
PURE STORAGE INC - CLASS A | 14.5M | $373.4M | 2.4% | $19.36 | +33.87% | 14 qtrssince 2019-Q1 | Decreased 0 |
EVEREST GROUP LTD | 1.2M | $341M | 2.2% | $191.16 | +37.12% | 14 qtrssince 2019-Q1 | Decreased 0 |
WATERS CORP | 964,420 | $319.2M | 2.1% | $252.75 | +30.41% | 14 qtrssince 2019-Q1 | Decreased 0 |
AMETEK INC | 2.8M | $310.2M | 2.0% | $80.01 | +33.81% | 14 qtrssince 2019-Q1 | Decreased 0 |
FORTIVE CORP - W/I | 5.6M | $304.9M | 2.0% | $47.10 | -14.05% | 14 qtrssince 2019-Q1 | Decreased 0 |
INTEGRA LIFESCIENCES HLDGS C | 5.5M | $294.6M | 1.9% | $55.92 | -0.13% | 14 qtrssince 2019-Q1 | Decreased 0 |
ARTHUR J GALLAGHER & CO | 1.8M | $293.5M | 1.9% | $73.66 | +114.31% | 14 qtrssince 2019-Q1 | Decreased 0 |
EDWARDS LIFESCIENCES CORP | 3M | $289.9M | 1.9% | $69.20 | +38.77% | 14 qtrssince 2019-Q1 | Decreased 0 |
ADVANCE AUTO PARTS INC | 1.6M | $279.6M | 1.8% | $135.70 | +19.41% | 14 qtrssince 2019-Q1 | Decreased 0 |
GENERAC HOLDINGS INC | 1.3M | $272.4M | 1.8% | $245.14 | -12.45% | 9 qtrssince 2020-Q2 | Increased 58 |
IDEX CORP | 1.3M | $235.2M | 1.5% | $160.43 | +7.42% | 14 qtrssince 2019-Q1 | Increased 56 |
| 14.4M | $219.3M | 1.4% | — | — | — | Increased 63 | |
STERIS PLC | 1.1M | $219.3M | 1.4% | $197.94 | +1.68% | 5 qtrssince 2021-Q2 | Decreased 0 |
PALO ALTO NETWORKS INC | 443,291 | $219M | 1.4% | $41.38 | +98.08% | 14 qtrssince 2019-Q1 | Decreased 0 |
ROCKWELL AUTOMATION INC | 1.1M | $211.7M | 1.4% | $185.57 | -0.04% | 14 qtrssince 2019-Q1 | Increased 58 |
TRADEWEB MARKETS INC-CLASS A | 3M | $207.6M | 1.3% | $52.91 | +29.76% | 11 qtrssince 2019-Q4 | Increased 58 |
NORDSON CORP | 1M | $207.4M | 1.3% | $173.19 | +11.68% | 14 qtrssince 2019-Q1 | Increased 55 |
TORO CO | 2.7M | $206.2M | 1.3% | $72.99 | -1.59% | 10 qtrssince 2020-Q1 | Decreased 0 |
MCCORMICK & CO-NON VTG SHRS | 2.4M | $202.3M | 1.3% | $79.58 | -1.05% | 6 qtrssince 2021-Q1 | Decreased 0 |
PROSPERITY BANCSHARES INC | 2.9M | $200.9M | 1.3% | $53.88 | +12.64% | 14 qtrssince 2019-Q1 | Decreased 0 |
Champlain Investment Partners, LLC manages $15.5B across 135 positions as of Q2 2022. Top holdings: PSTG (2.4%), EG (2.2%), WAT (2.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 6 new positions, 12 exits, 46 increased. Top move: GNRC (INCREASED, conviction 58). Portfolio: $15.5B across 135 positions.
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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