CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings122 positions
EVERPURE INC | 6M | $385.1M | 2.4% | $20.85 | +207.96% | 22 qtrssince 2019-Q1 | Decreased 0 |
FORTIVE CORP | 4.9M | $361.9M | 2.2% | $47.29 | +16.93% | 22 qtrssince 2019-Q1 | Decreased 0 |
OKTA INC | 3.9M | $360.6M | 2.2% | $90.94 | +2.93% | 22 qtrssince 2019-Q1 | Decreased 0 |
EVEREST GROUP LTD | 944,350 | $359.8M | 2.2% | $209.32 | +78.10% | 22 qtrssince 2019-Q1 | Increased 56 |
AMETEK INC | 2.1M | $350.4M | 2.1% | $80.42 | +104.63% | 22 qtrssince 2019-Q1 | Increased 53 |
NUTANIX INC | 5.8M | $328.2M | 2.0% | $39.87 | +42.60% | 12 qtrssince 2021-Q3 | Increased 69 |
CULLEN/FROST BANKERS INC | 3.2M | $322.1M | 2.0% | $88.75 | +7.13% | 22 qtrssince 2019-Q1 | Decreased 0 |
FRESHPET INC | 2.5M | $318.3M | 2.0% | $88.08 | +46.90% | 12 qtrssince 2021-Q3 | Decreased 0 |
RYAN SPECIALTY HOLDINGS INC | 4.8M | $280.6M | 1.7% | $45.33 | +25.05% | 6 qtrssince 2023-Q1 | Decreased 0 |
EDWARDS LIFESCIENCES CORP | 2.9M | $272.3M | 1.7% | $68.57 | +34.71% | 22 qtrssince 2019-Q1 | Decreased 0 |
PLANET FITNESS INC | 3.5M | $259.3M | 1.6% | $69.58 | +5.76% | 15 qtrssince 2020-Q4 | Increased 50 |
MCCORMICK & CO INC | 3.6M | $257.1M | 1.6% | $71.42 | -7.51% | 14 qtrssince 2021-Q1 | Increased 55 |
ROCKWELL AUTOMATION INC | 863,837 | $237.8M | 1.5% | $229.61 | +16.85% | 22 qtrssince 2019-Q1 | Increased 48 |
TOAST INC | 9M | $232.6M | 1.4% | $18.57 | +38.78% | 8 qtrssince 2022-Q3 | Decreased 0 |
DEXCOM INC | 2.1M | $232.4M | 1.4% | $94.12 | +20.47% | 10 qtrssince 2022-Q1 | Decreased 0 |
PENUMBRA INC | 1.3M | $231.1M | 1.4% | $203.65 | -11.63% | 22 qtrssince 2019-Q1 | Increased 57 |
ULTA BEAUTY INC | 578,860 | $223.4M | 1.4% | $369.86 | +4.33% | 22 qtrssince 2019-Q1 | Increased 76 |
STERIS PLC | 1M | $223.1M | 1.4% | $196.61 | +10.00% | 13 qtrssince 2021-Q2 | Decreased 0 |
WATERS CORP | 757,124 | $219.7M | 1.3% | $254.22 | +14.12% | 22 qtrssince 2019-Q1 | Decreased 0 |
BROWN-FORMAN CORP | 5.1M | $218.6M | 1.3% | $53.29 | -24.15% | 5 qtrssince 2023-Q2 | Increased 64 |
Champlain Investment Partners, LLC manages $16.3B across 122 positions as of Q2 2024. Top holdings: PSTG (2.4%), FTV (2.2%), OKTA (2.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 4 new positions, 8 exits, 50 increased. Top move: ULTA (INCREASED, conviction 76). Portfolio: $16.3B across 122 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
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