CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings135 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
PURE STORAGE INC - CLASS A | 4.2M | $355.3M | 2.7% | $22.09 | +275.37% | 27 qtrssince 2019-Q1 | Decreased 0 |
e.l.f. Beauty, Inc. | 2.1M | $273.3M | 2.1% | $110.77 | +18.44% | 5 qtrssince 2024-Q3 | Decreased 0 |
NUTANIX INC - A | 3.5M | $259.1M | 2.0% | $40.42 | +90.26% | 17 qtrssince 2021-Q3 | Decreased 0 |
MSA SAFETY INC | 1.5M | $253.4M | 1.9% | $144.77 | +17.46% | 27 qtrssince 2019-Q1 | Decreased 0 |
ESAB CORP | 2M | $222.4M | 1.7% | $108.95 | +0.43% | 7 qtrssince 2024-Q1 | Decreased 0 |
CONFLUENT INC | 11.1M | $220.6M | 1.7% | $25.78 | -22.01% | 7 qtrssince 2024-Q1 | Decreased 0 |
SERVISFIRST BANCSHARES INC | 2.7M | $217.1M | 1.6% | $67.49 | +19.84% | 11 qtrssince 2023-Q1 | Increased 51 |
AAON INC | 2.3M | $216.8M | 1.6% | $82.24 | +11.13% | 2 qtrssince 2025-Q2 | Increased 77 |
CULLEN/FROST BANKERS INC | 1.7M | $214.2M | 1.6% | $92.11 | +37.06% | 27 qtrssince 2019-Q1 | Decreased 0 |
GITLAB INC | 4.7M | $212M | 1.6% | $46.09 | +1.64% | 3 qtrssince 2025-Q1 | Increased 50 |
WINGSTOP INC | 767,208 | $193.1M | 1.5% | $260.57 | -4.18% | 4 qtrssince 2024-Q4 | Increased 50 |
HAMILTON LANE INC-CLASS A | 1.4M | $187.1M | 1.4% | $143.16 | -3.30% | 3 qtrssince 2025-Q1 | Increased 62 |
PENUMBRA INC | 717,900 | $181.9M | 1.4% | $201.58 | +24.84% | 27 qtrssince 2019-Q1 | Decreased 0 |
XYLEM INC | 1.2M | $181.1M | 1.4% | $103.71 | +38.41% | 11 qtrssince 2023-Q1 | Decreased 0 |
REPLIGEN CORP | 1.3M | $179M | 1.3% | $154.94 | -19.91% | 13 qtrssince 2022-Q3 | Decreased 0 |
WYNDHAM HOTELS & RESORTS INC | 2.2M | $176.8M | 1.3% | $80.61 | -0.15% | 2 qtrssince 2025-Q2 | Increased 77 |
NVENT ELECTRIC PLC | 1.8M | $176.3M | 1.3% | $64.79 | +51.24% | 4 qtrssince 2024-Q4 | Decreased 0 |
RYAN SPECIALTY HOLDINGS INC | 3.1M | $172.8M | 1.3% | $49.82 | +11.71% | 11 qtrssince 2023-Q1 | Increased 73 |
MONGODB INC | 544,822 | $169.1M | 1.3% | $263.80 | +20.17% | 11 qtrssince 2023-Q1 | Decreased 0 |
AMETEK INC | 882,265 | $165.9M | 1.3% | $80.42 | +132.68% | 27 qtrssince 2019-Q1 | Decreased 0 |
Champlain Investment Partners, LLC manages $13.3B across 135 positions as of Q3 2025. Top holdings: PSTG (2.7%), ELF (2.1%), NTNX (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 7 new positions, 7 exits, 34 increased. Top move: AAON (INCREASED, conviction 77). Portfolio: $13.3B 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