CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings145 positions
Everpure Inc. | 17.3M | $563.7M | 2.6% | $19.32 | +68.49% | 12 qtrssince 2019-Q1 | Decreased 0 |
FORTIVE CORP | 5.6M | $430.3M | 1.9% | $47.11 | +19.53% | 12 qtrssince 2019-Q1 | Increased 50 |
Ametek, Inc. | 2.8M | $416.6M | 1.9% | $79.41 | +79.76% | 12 qtrssince 2019-Q1 | Decreased 0 |
EDWARDS LIFESCIENCES CORP | 3.1M | $395.6M | 1.8% | $66.82 | +93.88% | 12 qtrssince 2019-Q1 | Decreased 0 |
ADVANCE AUTO PARTS INC | 1.6M | $389.3M | 1.8% | $135.02 | +58.75% | 12 qtrssince 2019-Q1 | Decreased 0 |
INTEGRA LIFESCIENCES HLDGS C | 5.7M | $381.5M | 1.7% | $55.92 | +22.27% | 12 qtrssince 2019-Q1 | Decreased 0 |
Steris PLC | 1.6M | $380.3M | 1.7% | $197.94 | +19.20% | 3 qtrssince 2021-Q2 | Decreased 0 |
WORKDAY INC | 1.3M | $364.6M | 1.7% | $176.56 | +56.60% | 12 qtrssince 2019-Q1 | Decreased 0 |
WATERS CORP | 972,735 | $362.4M | 1.6% | $250.38 | +48.58% | 12 qtrssince 2019-Q1 | Decreased 0 |
Palo Alto Networks Inc | 623,543 | $347.2M | 1.6% | $41.48 | +123.73% | 12 qtrssince 2019-Q1 | Decreased 0 |
Gallagher Aj &Co | 2M | $344.5M | 1.6% | $73.14 | +121.77% | 12 qtrssince 2019-Q1 | Decreased 0 |
Generac Holdings Inc. | 965,680 | $339.8M | 1.5% | $243.90 | +44.72% | 7 qtrssince 2020-Q2 | Increased 58 |
ASANA INC CL A | 4.5M | $336.5M | 1.5% | $39.32 | +94.71% | 5 qtrssince 2020-Q4 | Increased 53 |
EVEREST RE GROUP LTD | 1.2M | $335.9M | 1.5% | $190.60 | +33.80% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALIGN TECHNOLOGY INC | 490,201 | $322.2M | 1.5% | $277.45 | +138.68% | 9 qtrssince 2019-Q4 | Increased 56 |
NEW RELIC INC | 2.9M | $322M | 1.5% | — | — | 12 qtrssince 2019-Q1 | Decreased 0 |
ZSCALER INC | 972,344 | $312.4M | 1.4% | $60.43 | +437.16% | 8 qtrssince 2020-Q1 | Decreased 0 |
DENTSPLY SIRONA INC | 5.4M | $303.3M | 1.4% | $43.94 | +15.38% | 12 qtrssince 2019-Q1 | Increased 56 |
MASIMO CORP | 969,687 | $283.9M | 1.3% | $179.31 | +65.77% | 12 qtrssince 2019-Q1 | Decreased 0 |
JBT Marel Corp. | 1.8M | $269.2M | 1.2% | $93.17 | +62.10% | 12 qtrssince 2019-Q1 | Increased 49 |
Champlain Investment Partners, LLC manages $22.1B across 145 positions as of Q4 2021. Top holdings: PSTG (2.6%), FTV (1.9%), AME (1.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 1.5/5.0.
Active quarter - 7 new positions, 6 exits, 69 increased. Top move: GNRC (INCREASED, conviction 58). Portfolio: $22.1B across 145 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
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