CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings119 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
INTEGRA LIFESCIENCES HLDGS C | 5.7M | $341.1M | 2.8% | $55.73 | +6.47% | 3 qtrssince 2019-Q1 | Decreased 0 |
EVEREST GROUP LTD | 999,050 | $265.8M | 2.2% | $191.02 | +22.27% | 3 qtrssince 2019-Q1 | Increased 54 |
PURE STORAGE INC - CLASS A | 15.2M | $256.7M | 2.1% | $19.79 | -14.76% | 3 qtrssince 2019-Q1 | Increased 63 |
BLACKBAUD INC | 2.6M | $235.1M | 1.9% | $79.58 | +10.57% | 3 qtrssince 2019-Q1 | Decreased 0 |
NORDSON CORP | 1.5M | $219.8M | 1.8% | $124.52 | +8.36% | 3 qtrssince 2019-Q1 | Increased 53 |
WATERS CORP | 983,220 | $219.5M | 1.8% | $247.02 | -9.92% | 3 qtrssince 2019-Q1 | Increased 53 |
FORTIVE CORP - W/I | 3.1M | $213.8M | 1.8% | $48.40 | -12.94% | 3 qtrssince 2019-Q1 | Increased 66 |
AMETEK INC | 2.3M | $208.9M | 1.7% | $81.12 | +8.23% | 3 qtrssince 2019-Q1 | Increased 60 |
ROCKWELL AUTOMATION INC | 1.3M | $207.2M | 1.7% | $152.23 | -2.25% | 3 qtrssince 2019-Q1 | Increased 63 |
EDWARDS LIFESCIENCES CORP | 904,070 | $198.8M | 1.6% | $64.32 | +12.61% | 3 qtrssince 2019-Q1 | Increased 53 |
SPLUNK INC | 1.7M | $197.1M | 1.6% | — | — | 3 qtrssince 2019-Q1 | Increased 53 |
CATALENT INC | 4.1M | $196.9M | 1.6% | — | — | 3 qtrssince 2019-Q1 | Increased 49 |
ARTHUR J GALLAGHER & CO | 2.2M | $196.8M | 1.6% | $72.11 | +14.29% | 3 qtrssince 2019-Q1 | Decreased 0 |
ADVANCE AUTO PARTS INC | 1.2M | $190.3M | 1.6% | $145.85 | -2.29% | 3 qtrssince 2019-Q1 | Increased 59 |
MEDIDATA SOLUTIONS INC | 2.1M | $188.1M | 1.5% | — | — | 3 qtrssince 2019-Q1 | Decreased 0 |
TREEHOUSE FOODS INC | 3.4M | $187.3M | 1.5% | $64.07 | -13.85% | 3 qtrssince 2019-Q1 | Increased 49 |
CANTEL MEDICAL CORP | 2.5M | $183.6M | 1.5% | — | — | 3 qtrssince 2019-Q1 | Increased 58 |
WILEY JOHN & SONS INC | 4.1M | $181.8M | 1.5% | $35.12 | +0.53% | 3 qtrssince 2019-Q1 | Increased 49 |
DENTSPLY SIRONA INC | 3.4M | $179.2M | 1.5% | $44.34 | +5.62% | 3 qtrssince 2019-Q1 | Increased 54 |
WORKDAY INC-CLASS A | 1M | $175.3M | 1.4% | $186.93 | -9.78% | 3 qtrssince 2019-Q1 | Increased 62 |
Champlain Investment Partners, LLC manages $12.2B across 119 positions as of Q3 2019. Top holdings: IART (2.8%), EG (2.2%), PSTG (2.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 9 new positions, 7 exits, 77 increased. Top move: FTV (INCREASED, conviction 66). Portfolio: $12.2B across 119 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
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