Champlain Investment Partners, LLC
CIK: 0001315478SEC EDGAR →
Portfolio Value
$9.9B
Holdings
128
As of
Q4 2025
New Positions
7
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PENUMBRA INC | 601,804 | $187.1M | 1.89% |
| 2 | NUTANIX INC | 3,411,175 | $176.3M | 1.79% |
| 3 | ESAB CORPORATION | 1,522,587 | $170.1M | 1.72% |
| 4 | MSA SAFETY INC | 1,061,052 | $169.9M | 1.72% |
| 5 | CONFLUENT INC | 5,489,498 | $166.0M | 1.68% |
| 6 | REPLIGEN CORP | 1,003,951 | $164.5M | 1.67% |
| 7 | WINGSTOP INC | 678,213 | $161.7M | 1.64% |
| 8 | GITLAB INC | 4,089,488 | $153.5M | 1.55% |
| 9 | CULLEN FROST BANKERS INC | 1,168,081 | $147.9M | 1.50% |
| 10 | EDWARDS LIFESCIENCES CORP | 1,734,212 | $147.8M | 1.50% |
Quarterly Changes
New Positions (12)
Closed Positions (19)
$134.0M · 384K shares
$124.0M · 356K shares
$73.0M · 1.1M shares
$73.0M · 3.0M shares
$64.0M · 522K shares
$64.0M · 1.2M shares
$62.0M · 366K shares
$61.0M · 2.5M shares
$54.0M · 260K shares
$49.0M · 1.9M shares
$36.0M · 353K shares
$35.0M · 2.9M shares
$32.0M · 1.1M shares
$31.0M · 1.1M shares
$31.0M · 327K shares
$26.0M · 2.6M shares
$19.0M · 235K shares
$17.0M · 423K shares
$0 · 123K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 29 | $2.1B | 22.4% |
| Technology | 24 | $2.1B | 22.2% |
| Financial Services | 25 | $1.8B | 19.4% |
| Healthcare | 24 | $1.7B | 18.4% |
| Consumer Cyclical | 13 | $956.7M | 10.2% |
| Consumer Defensive | 7 | $393.2M | 4.2% |
| Unknown | 5 | $264.3M | 2.8% |
| Energy | 1 | $31.1M | 0.3% |