CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings128 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
PENUMBRA INC | 601,804 | $187.1M | 1.9% | $201.58 | +55.90% | 28 qtrssince 2019-Q1 | Decreased 0 |
NUTANIX INC - A | 3.4M | $176.3M | 1.8% | $40.42 | +28.54% | 18 qtrssince 2021-Q3 | Decreased 0 |
ESAB CORP | 1.5M | $170.1M | 1.7% | $108.95 | +3.86% | 8 qtrssince 2024-Q1 | Decreased 0 |
MSA SAFETY INC | 1.1M | $169.9M | 1.7% | $144.77 | +9.68% | 28 qtrssince 2019-Q1 | Decreased 0 |
CONFLUENT INC | 5.5M | $166M | 1.7% | $25.78 | +19.26% | 8 qtrssince 2024-Q1 | Decreased 0 |
REPLIGEN CORP | 1M | $164.5M | 1.7% | $154.94 | +7.52% | 14 qtrssince 2022-Q3 | Decreased 0 |
WINGSTOP INC | 678,213 | $161.7M | 1.6% | $260.57 | -9.09% | 5 qtrssince 2024-Q4 | Decreased 0 |
GITLAB INC | 4.1M | $153.5M | 1.6% | $46.09 | -17.21% | 4 qtrssince 2025-Q1 | Decreased 0 |
CULLEN/FROST BANKERS INC | 1.2M | $147.9M | 1.5% | $92.11 | +39.25% | 28 qtrssince 2019-Q1 | Decreased 0 |
EDWARDS LIFESCIENCES CORP | 1.7M | $147.8M | 1.5% | $70.14 | +22.90% | 28 qtrssince 2019-Q1 | Decreased 0 |
IDEX CORP | 830,647 | $147.8M | 1.5% | $182.80 | -2.28% | 28 qtrssince 2019-Q1 | Decreased 0 |
COOPER COS INC/THE | 1.8M | $145M | 1.5% | $92.40 | -10.75% | 28 qtrssince 2019-Q1 | Decreased 0 |
MSCI INC | 248,924 | $142.8M | 1.4% | $564.50 | +0.51% | 6 qtrssince 2024-Q3 | Decreased 0 |
HAMILTON LANE INC-CLASS A | 1.1M | $142.5M | 1.4% | $143.16 | -5.12% | 4 qtrssince 2025-Q1 | Decreased 0 |
METTLER-TOLEDO INTERNATIONAL | 101,191 | $141.1M | 1.4% | $1,129.30 | +25.24% | 10 qtrssince 2023-Q3 | Decreased 0 |
EXACT SCIENCES CORP | 1.4M | $137.4M | 1.4% | $68.50 | — | 9 qtrssince 2023-Q4 | Decreased 0 |
WYNDHAM HOTELS & RESORTS INC | 1.8M | $134M | 1.4% | $80.61 | -4.99% | 3 qtrssince 2025-Q2 | Decreased 0 |
DOMINO'S PIZZA INC | 318,654 | $132.8M | 1.3% | $425.63 | -0.87% | 6 qtrssince 2024-Q3 | Increased 50 |
RYAN SPECIALTY HOLDINGS INC | 2.6M | $132M | 1.3% | $49.82 | +2.55% | 12 qtrssince 2023-Q1 | Decreased 0 |
WW GRAINGER INC | 130,356 | $131.5M | 1.3% | $996.84 | +0.63% | 6 qtrssince 2024-Q3 | Decreased 0 |
Champlain Investment Partners, LLC manages $9.9B across 128 positions as of Q4 2025. Top holdings: PEN (1.9%), NTNX (1.8%), ESAB (1.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 12 new positions, 19 exits, 19 increased. Top move: DPZ (INCREASED, conviction 50). Portfolio: $9.9B across 128 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