CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings132 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
PURE STORAGE INC - CLASS A | 13.8M | $370.3M | 2.4% | $19.36 | +38.21% | 16 qtrssince 2019-Q1 | Decreased 0 |
EVEREST GROUP LTD | 1.1M | $363.8M | 2.3% | $192.27 | +63.95% | 16 qtrssince 2019-Q1 | Decreased 0 |
AMETEK INC | 2.5M | $350.1M | 2.2% | $80.01 | +70.70% | 16 qtrssince 2019-Q1 | Decreased 0 |
FORTIVE CORP - W/I | 5.3M | $338.4M | 2.2% | $47.10 | +1.49% | 16 qtrssince 2019-Q1 | Decreased 0 |
INTEGRA LIFESCIENCES HLDGS C | 5.3M | $294.9M | 1.9% | $55.92 | +0.26% | 16 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 2.5M | $285.5M | 1.8% | $72.99 | +47.26% | 12 qtrssince 2020-Q1 | Decreased 0 |
WORKDAY INC-CLASS A | 1.7M | $284.9M | 1.8% | $172.81 | -3.17% | 16 qtrssince 2019-Q1 | Increased 51 |
TRADEWEB MARKETS INC-CLASS A | 4.1M | $268.6M | 1.7% | $54.84 | +17.01% | 13 qtrssince 2019-Q4 | Increased 55 |
ROCKWELL AUTOMATION INC | 1M | $265.8M | 1.7% | $185.57 | +31.78% | 16 qtrssince 2019-Q1 | Decreased 0 |
WATERS CORP | 748,509 | $256.4M | 1.6% | $252.75 | +35.54% | 16 qtrssince 2019-Q1 | Decreased 0 |
NORDSON CORP | 998,990 | $237.5M | 1.5% | $173.19 | +32.18% | 16 qtrssince 2019-Q1 | Decreased 0 |
ADVANCE AUTO PARTS INC | 1.6M | $231.1M | 1.5% | $135.70 | +1.29% | 16 qtrssince 2019-Q1 | Decreased 0 |
EDWARDS LIFESCIENCES CORP | 3M | $220.3M | 1.4% | $69.20 | +7.81% | 16 qtrssince 2019-Q1 | Decreased 0 |
IDEX CORP | 952,806 | $217.6M | 1.4% | $160.43 | +36.31% | 16 qtrssince 2019-Q1 | Decreased 0 |
STERIS PLC | 1.1M | $208M | 1.3% | $196.54 | -8.74% | 7 qtrssince 2021-Q2 | Increased 52 |
PROSPERITY BANCSHARES INC | 2.8M | $206.6M | 1.3% | $53.88 | +39.29% | 16 qtrssince 2019-Q1 | Decreased 0 |
DEXCOM INC | 1.8M | $200.7M | 1.3% | $80.86 | +40.05% | 4 qtrssince 2022-Q1 | Decreased 0 |
MCCORMICK & CO-NON VTG SHRS | 2.4M | $196.1M | 1.3% | $79.58 | -2.85% | 8 qtrssince 2021-Q1 | Decreased 0 |
AKAMAI TECHNOLOGIES INC | 2.3M | $195.7M | 1.3% | $109.83 | -23.24% | 5 qtrssince 2021-Q4 | Decreased 0 |
FRESHPET INC | 3.7M | $193.8M | 1.2% | $88.86 | -40.62% | 6 qtrssince 2021-Q3 | Decreased 0 |
Champlain Investment Partners, LLC manages $15.6B across 132 positions as of Q4 2022. Top holdings: PSTG (2.4%), EG (2.3%), AME (2.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Added 5 new positions, exited 3, increased 31, trimmed 96. Top move: TW (INCREASED, conviction 55). Portfolio: $15.6B across 132 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