CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings130 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
PURE STORAGE INC - CLASS A | 14.3M | $390.9M | 2.7% | $19.36 | +41.72% | 15 qtrssince 2019-Q1 | Decreased 0 |
EVEREST GROUP LTD | 1.2M | $325.1M | 2.2% | $192.27 | +31.71% | 15 qtrssince 2019-Q1 | Increased 54 |
FORTIVE CORP - W/I | 5.5M | $321.6M | 2.2% | $47.10 | -6.58% | 15 qtrssince 2019-Q1 | Decreased 0 |
AMETEK INC | 2.8M | $313.1M | 2.1% | $80.01 | +38.34% | 15 qtrssince 2019-Q1 | Decreased 0 |
IDEX CORP | 1.3M | $253.5M | 1.7% | $160.43 | +19.19% | 15 qtrssince 2019-Q1 | Decreased 0 |
WORKDAY INC-CLASS A | 1.6M | $248.9M | 1.7% | $173.04 | -9.70% | 15 qtrssince 2019-Q1 | Increased 56 |
ADVANCE AUTO PARTS INC | 1.6M | $247M | 1.7% | $135.70 | +8.84% | 15 qtrssince 2019-Q1 | Decreased 0 |
EDWARDS LIFESCIENCES CORP | 3M | $246.7M | 1.7% | $69.20 | +21.14% | 15 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 2.7M | $230.4M | 1.6% | $72.99 | +12.24% | 11 qtrssince 2020-Q1 | Decreased 0 |
INTEGRA LIFESCIENCES HLDGS C | 5.4M | $227M | 1.5% | $55.92 | -22.23% | 15 qtrssince 2019-Q1 | Decreased 0 |
GENERAC HOLDINGS INC | 1.3M | $226M | 1.5% | $245.14 | -28.96% | 10 qtrssince 2020-Q2 | Decreased 0 |
ROCKWELL AUTOMATION INC | 1M | $223.8M | 1.5% | $185.57 | +9.88% | 15 qtrssince 2019-Q1 | Decreased 0 |
| 14.8M | $217.2M | 1.5% | — | — | — | Increased 49 | |
NORDSON CORP | 1M | $212.9M | 1.5% | $173.19 | +18.54% | 15 qtrssince 2019-Q1 | Decreased 0 |
PALO ALTO NETWORKS INC | 1.3M | $212.8M | 1.5% | $68.66 | +20.58% | 15 qtrssince 2019-Q1 | Increased 78 |
TRADEWEB MARKETS INC-CLASS A | 3.6M | $205.6M | 1.4% | $53.58 | +6.26% | 12 qtrssince 2019-Q4 | Increased 57 |
WATERS CORP | 757,745 | $204.2M | 1.4% | $252.75 | +8.63% | 15 qtrssince 2019-Q1 | Decreased 0 |
ARTHUR J GALLAGHER & CO | 1.1M | $193.5M | 1.3% | $73.66 | +125.38% | 15 qtrssince 2019-Q1 | Decreased 0 |
PROSPERITY BANCSHARES INC | 2.9M | $192.5M | 1.3% | $53.88 | +10.89% | 15 qtrssince 2019-Q1 | Decreased 0 |
COSTAR GROUP INC | 2.8M | $192M | 1.3% | $79.41 | -10.98% | 6 qtrssince 2021-Q2 | Decreased 0 |
Champlain Investment Partners, LLC manages $14.6B across 130 positions as of Q3 2022. Top holdings: PSTG (2.7%), EG (2.2%), FTV (2.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 3 new positions, 8 exits, 39 increased. Top move: PANW (INCREASED, conviction 78). Portfolio: $14.6B across 130 positions.
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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