Champlain Investment Partners, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings129 positions
 Nutanix, Inc. | 2M | $103.7M | 2.7% | $40.18 | +47.55% | 20 qtrssince 2021-Q3 | Decreased 0 |
 EVERPURE INC | 1.1M | $90.1M | 2.3% | $33.10 | +208.06% | 30 qtrssince 2019-Q1 | Decreased 0 |
 ESAB Corporation | 756,078 | $74.6M | 1.9% | $108.63 | -19.79% | 10 qtrssince 2024-Q1 | Decreased 0 |
 Penumbra, Inc. | 219,032 | $69.2M | 1.8% | $201.84 | +59.27% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Wyndham Hotels & Resorts, Inc. | 711,343 | $59.9M | 1.5% | $78.32 | +3.57% | 5 qtrssince 2025-Q2 | Decreased 0 |
 Sprouts Farmers Market, Inc. | 698,367 | $59.1M | 1.5% | $79.33 | -38.40% | 3 qtrssince 2025-Q4 | Decreased 0 |
 Cullen/Frost Bankers, Inc. | 379,610 | $58.7M | 1.5% | $90.28 | +75.18% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Okta, Inc. | 412,985 | $56.4M | 1.4% | $90.98 | +96.05% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Commerce Bancshares, Inc. | 971,864 | $56.1M | 1.4% | $50.12 | +11.80% | 3 qtrssince 2025-Q4 | Decreased 0 |
 MSA Safety Incorporated | 320,243 | $55.9M | 1.4% | $144.77 | +21.05% | 30 qtrssince 2019-Q1 | Decreased 0 |
 CAVA Group, Inc. | 701,117 | $55M | 1.4% | $76.07 | -20.61% | 6 qtrssince 2025-Q1 | Decreased 0 |
 Synopsys, Inc. | 121,225 | $54.1M | 1.4% | $321.46 | +43.08% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Floor & Decor Holdings, Inc. | 903,527 | $53.6M | 1.4% | $58.68 | -12.33% | 3 qtrssince 2025-Q4 | Decreased 0 |
 Novanta Inc. | 326,007 | $52.9M | 1.4% | $135.78 | -8.89% | 18 qtrssince 2022-Q1 | Decreased 0 |
 Commvault Systems, Inc. | 341,569 | $48.4M | 1.2% | $156.09 | +7.82% | 6 qtrssince 2025-Q1 | Decreased 0 |
 SPX Technologies, Inc. | 194,289 | $47.6M | 1.2% | $133.04 | +12.84% | 6 qtrssince 2025-Q1 | Decreased 0 |
 EOG Resources, Inc. | 360,035 | $46.7M | 1.2% | $141.45 | +7.11% | 2 qtrssince 2026-Q1 | Decreased 0 |
 AAON, Inc. | 361,641 | $45.9M | 1.2% | $83.01 | -9.64% | 5 qtrssince 2025-Q2 | Decreased 0 |
 Simpson Manufacturing Company, Inc. | 214,765 | $45M | 1.2% | $164.68 | +22.32% | 8 qtrssince 2024-Q3 | Decreased 0 |
 Texas Pacific Land Corporation | 99,600 | $43.6M | 1.1% | $473.08 | -41.95% | 2 qtrssince 2026-Q1 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q1 | $13,805,720,791 | -12.6452129784% |
| 2025-Q2 | $14,325,487,664 | 3.76486589051% |
| 2025-Q3 | $13,261,195,505 | -7.42936075869% |
| 2025-Q4 | $9,877,135,734 | -25.5185120355% |
| 2026-Q1 | $7,880,441,354 | -20.2153178186% |
| 2026-Q2 | $3,891,848,985 | -50.6138195797% |
Champlain Investment Partners, LLC manages $3.9B across 129 positions as of Q2 2026. Top holdings: NTNX (2.7%), PSTG (2.3%), ESAB (1.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 1.5/5.0.
Active quarter - 7 new positions, 8 exits, 7 increased. No standout high-conviction moves this quarter. Portfolio: $3.9B across 129 positions.
Top holdings by portfolio weight
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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
Verify source filings on SEC EDGAR