CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings126 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
WORKDAY INC-CLASS A | 1.5M | $327.8M | 2.2% | $175.39 | +25.88% | 7 qtrssince 2019-Q1 | Increased 53 |
FORTIVE CORP - W/I | 4.1M | $311M | 2.1% | $45.14 | +4.15% | 7 qtrssince 2019-Q1 | Increased 53 |
AMETEK INC | 3M | $297.8M | 2.0% | $78.88 | +21.42% | 7 qtrssince 2019-Q1 | Increased 53 |
CATALENT INC | 3.5M | $297.6M | 2.0% | — | — | 7 qtrssince 2019-Q1 | Decreased 0 |
INTEGRA LIFESCIENCES HLDGS C | 6.3M | $296.1M | 2.0% | $55.51 | -16.37% | 7 qtrssince 2019-Q1 | Increased 53 |
PURE STORAGE INC - CLASS A | 19.2M | $295.6M | 2.0% | $18.73 | -16.31% | 7 qtrssince 2019-Q1 | Increased 55 |
MEDALLIA INC | 10.6M | $289.8M | 2.0% | — | — | 4 qtrssince 2019-Q4 | Increased 57 |
ARTHUR J GALLAGHER & CO | 2.5M | $262.1M | 1.8% | $73.14 | +35.31% | 7 qtrssince 2019-Q1 | Increased 49 |
ULTA BEAUTY INC | 1.1M | $247.7M | 1.7% | $279.71 | -20.32% | 7 qtrssince 2019-Q1 | Increased 60 |
CLARIVATE PLC | 8M | $247.4M | 1.7% | $18.60 | +58.78% | 4 qtrssince 2019-Q4 | Increased 51 |
VEEVA SYSTEMS INC-CLASS A | 871,692 | $245.1M | 1.7% | $133.16 | +111.02% | 7 qtrssince 2019-Q1 | Decreased 0 |
EVEREST GROUP LTD | 1.2M | $238.6M | 1.6% | $189.30 | -4.79% | 7 qtrssince 2019-Q1 | Increased 49 |
HERSHEY CO/THE | 1.6M | $234.4M | 1.6% | $116.32 | +7.19% | 2 qtrssince 2020-Q2 | Increased 67 |
TRACTOR SUPPLY COMPANY | 1.6M | $232.6M | 1.6% | $17.25 | +50.24% | 7 qtrssince 2019-Q1 | Decreased 0 |
BIO-TECHNE CORP | 931,735 | $230.8M | 1.6% | $48.25 | +24.92% | 7 qtrssince 2019-Q1 | Increased 50 |
JM SMUCKER CO/THE | 2M | $229.8M | 1.6% | $90.44 | +4.08% | 7 qtrssince 2019-Q1 | Increased 48 |
EDWARDS LIFESCIENCES CORP | 2.9M | $229.6M | 1.6% | $66.85 | +17.14% | 7 qtrssince 2019-Q1 | Increased 49 |
Q2 Holdings, Inc. | 2.5M | $229.2M | 1.6% | $75.40 | +21.55% | 7 qtrssince 2019-Q1 | Increased 51 |
SPLUNK INC | 1.2M | $227.7M | 1.5% | — | — | 7 qtrssince 2019-Q1 | Decreased 0 |
ADVANCE AUTO PARTS INC | 1.5M | $226.3M | 1.5% | $134.04 | +0.40% | 7 qtrssince 2019-Q1 | Increased 49 |
Champlain Investment Partners, LLC manages $14.7B across 126 positions as of Q3 2020. Top holdings: WDAY (2.2%), FTV (2.1%), AME (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 8 new positions, 3 exits, 77 increased. Top move: HSY (INCREASED, conviction 67). Portfolio: $14.7B across 126 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