CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings135 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
PURE STORAGE INC - CLASS A | 5.4M | $308.3M | 2.2% | $22.09 | +150.82% | 26 qtrssince 2019-Q1 | Decreased 0 |
CONFLUENT INC | 11.6M | $288.9M | 2.0% | $25.78 | -5.10% | 6 qtrssince 2024-Q1 | Increased 57 |
e.l.f. Beauty, Inc. | 2.3M | $283.5M | 2.0% | $110.77 | +14.04% | 4 qtrssince 2024-Q3 | Decreased 0 |
MSA SAFETY INC | 1.7M | $279.4M | 2.0% | $144.77 | +14.00% | 26 qtrssince 2019-Q1 | Decreased 0 |
NUTANIX INC - A | 3.6M | $277.9M | 1.9% | $40.42 | +86.25% | 16 qtrssince 2021-Q3 | Decreased 0 |
WINGSTOP INC | 741,097 | $249.6M | 1.7% | $260.96 | +27.89% | 3 qtrssince 2024-Q4 | Increased 56 |
ESAB CORP | 2M | $246.4M | 1.7% | $108.95 | +10.50% | 6 qtrssince 2024-Q1 | Increased 51 |
CULLEN/FROST BANKERS INC | 1.7M | $222.9M | 1.6% | $92.11 | +37.79% | 26 qtrssince 2019-Q1 | Increased 49 |
XYLEM INC | 1.6M | $207.9M | 1.5% | $103.71 | +22.95% | 10 qtrssince 2023-Q1 | Decreased 0 |
AMETEK INC | 1.1M | $207.1M | 1.4% | $80.42 | +123.60% | 26 qtrssince 2019-Q1 | Decreased 0 |
GITLAB INC | 4.5M | $203.5M | 1.4% | $46.06 | -2.00% | 2 qtrssince 2025-Q1 | Increased 78 |
SERVISFIRST BANCSHARES INC | 2.6M | $198.9M | 1.4% | $66.81 | +16.73% | 10 qtrssince 2023-Q1 | Increased 55 |
PENUMBRA INC | 743,710 | $190.9M | 1.3% | $201.58 | +27.21% | 26 qtrssince 2019-Q1 | Decreased 0 |
WORKDAY INC-CLASS A | 756,844 | $181.6M | 1.3% | $210.96 | +12.52% | 26 qtrssince 2019-Q1 | Decreased 0 |
IDEX CORP | 1M | $176.7M | 1.2% | $182.80 | -4.67% | 26 qtrssince 2019-Q1 | Decreased 0 |
NORDSON CORP | 816,115 | $175M | 1.2% | $177.20 | +20.54% | 26 qtrssince 2019-Q1 | Increased 49 |
FRESHPET INC | 2.6M | $174.6M | 1.2% | $82.08 | -16.68% | 16 qtrssince 2021-Q3 | Increased 64 |
REPLIGEN CORP | 1.4M | $174.3M | 1.2% | $154.94 | -20.25% | 12 qtrssince 2022-Q3 | Decreased 0 |
EDWARDS LIFESCIENCES CORP | 2.2M | $173.9M | 1.2% | $70.14 | +11.51% | 26 qtrssince 2019-Q1 | Decreased 0 |
ROCKWELL AUTOMATION INC | 501,937 | $166.7M | 1.2% | $230.58 | +42.03% | 26 qtrssince 2019-Q1 | Decreased 0 |
Champlain Investment Partners, LLC manages $14.3B across 135 positions as of Q2 2025. Top holdings: PSTG (2.2%), CFLT (2.0%), ELF (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 7 new positions, 11 exits, 53 increased. Top move: GTLB (INCREASED, conviction 78). Portfolio: $14.3B across 135 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