Champlain Investment Partners, LLC Q1 2019 Filing
Filed May 14, 2019
Portfolio Value
$11.5B
Holdings
120
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (120 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IARTIntegra LifeSciences Holdings | 5,473,820 | $305.0B | 2659.57% | |
| 2 | PSTGPure Storage, Inc. Class A | 9,854,855 | $214.7B | 1872.48% | |
| 3 | WATWaters Corporation | 838,625 | $211.1B | 1840.68% | |
| 4 | THSTreeHouse Foods, Inc. | 3,216,815 | $207.6B | 1810.64% | |
| 5 | PANWPalo Alto Networks, Inc. | 816,340 | $198.3B | 1728.92% | |
| 6 | BLKBBlackbaud, Inc. | 2,467,640 | $196.7B | 1715.59% | |
| 7 | SPLKCHFSplunk Inc. | 1,566,100 | $195.1B | 1701.56% | |
| 8 | REEverest Re Group, Ltd. | 889,250 | $192.0B | 1674.58% | |
| 9 | RBAGBPRitchie Bros. Auctioneers Inco | 5,645,210 | $191.9B | 1673.67% | |
| 10 | AJGArthur J. Gallagher & Co. | 2,274,585 | $177.6B | 1549.04% | |
| 11 | NDSNNordson Corporation | 1,327,985 | $176.0B | 1534.57% | |
| 12 | ATRAptargroup, Inc. | 1,649,865 | $175.5B | 1530.59% | |
| 13 | —Medidata Solutions, Inc. | 2,390,155 | $175.1B | 1526.46% | |
| 14 | ULTAUlta Beauty Inc | 498,510 | $173.8B | 1515.91% | |
| 15 | WLYJohn Wiley & Sons, Inc. Class | 3,916,080 | $173.2B | 1510.01% | |
| 16 | FTVFortive Corp. | 2,034,815 | $170.7B | 1488.49% | |
| 17 | NEWREURNew Relic, Inc. | 1,722,880 | $170.0B | 1482.80% | |
| 18 | TSCOTractor Supply Company | 1,625,875 | $158.9B | 1385.99% | |
| 19 | CTLTEURCatalent Inc | 3,913,500 | $158.8B | 1385.15% | |
| 20 | VRSKVerisk Analytics Inc | 1,172,675 | $156.0B | 1360.01% | |
| 21 | NTRSNorthern Trust Corporation | 1,723,450 | $155.8B | 1358.71% | |
| 22 | S7VSally Beauty Holdings, Inc. | 8,444,630 | $155.5B | 1355.65% | |
| 23 | VEEVVeeva Systems Inc Class A | 1,187,335 | $150.6B | 1313.43% | |
| 24 | SJMJ.M. Smucker Company | 1,258,070 | $146.6B | 1278.03% | |
| 25 | WDAYWorkday, Inc. Class A | 753,210 | $145.3B | 1266.62% | |
| 26 | AMEAMETEK, Inc. | 1,736,825 | $144.1B | 1256.57% | |
| 27 | XRAYDENTSPLY SIRONA, Inc. | 2,890,795 | $143.4B | 1250.04% | |
| 28 | TECHBio-Techne Corporation | 720,090 | $143.0B | 1246.72% | |
| 29 | PBProsperity Bancshares, Inc.(R) | 2,032,300 | $140.4B | 1223.85% | |
| 30 | EWEdwards Lifesciences Corporati | 727,900 | $139.3B | 1214.41% | |
| 31 | FLOFlowers Foods, Inc. | 6,293,150 | $134.2B | 1169.95% | |
| 32 | NTNXNutanix, Inc. Class A | 3,515,550 | $132.7B | 1156.93% | |
| 33 | ROKRockwell Automation, Inc. | 752,680 | $132.1B | 1151.59% | |
| 34 | IEXIDEX Corporation | 866,810 | $131.5B | 1146.93% | |
| 35 | NUVAGBPNuVasive, Inc. | 2,275,140 | $129.2B | 1126.65% | |
| 36 | OKTAOkta, Inc. Class A | 1,489,130 | $123.2B | 1074.26% | |
| 37 | SSFSensient Technologies Corporat | 1,812,105 | $122.8B | 1071.18% | |
| 38 | LOGMEURLogMeIn, Inc. | 1,519,600 | $121.7B | 1061.38% | |
| 39 | CNMDCONMED Corporation | 1,433,335 | $119.2B | 1039.63% | |
| 40 | AWNAdvance Auto Parts, Inc. | 693,505 | $118.3B | 1031.24% | |
| 41 | HRLHormel Foods Corporation | 2,585,655 | $115.7B | 1009.19% | |
| 42 | COOCooper Companies, Inc. | 390,720 | $115.7B | 1009.07% | |
| 43 | —Cantel Medical Corp. | 1,688,315 | $112.9B | 984.75% | |
| 44 | IFFInternational Flavors & Fragra | 868,390 | $111.8B | 975.23% | |
| 45 | —Argo Group International Holdi | 1,580,413 | $111.7B | 973.77% | |
| 46 | —Laboratory Corporation of Amer | 728,725 | $111.5B | 972.09% | |
| 47 | 3M4Masimo Corporation | 795,720 | $110.0B | 959.47% | |
| 48 | BF/BBrown-Forman Corporation Class | 2,073,430 | $109.4B | 954.27% | |
| 49 | TAPMolson Coors Brewing Company C | 1,829,265 | $109.1B | 951.48% | |
| 50 | MFS1EURWelbilt Inc | 6,345,165 | $103.9B | 906.29% | |
| 51 | AVNSAvanos Medical, Inc. | 2,401,987 | $102.5B | 893.94% | |
| 52 | MCXMcCormick & Company, Incorpora | 673,195 | $101.4B | 884.22% | |
| 53 | TWNKEURHostess Brands, Inc. Class A | 7,884,750 | $98.6B | 859.42% | |
| 54 | UMBFUMB Financial Corporation | 1,504,115 | $96.3B | 839.93% | |
| 55 | GWREGuidewire Software, Inc. | 987,605 | $96.0B | 836.73% | |
| 56 | CFRCullen/Frost Bankers, Inc. | 969,405 | $94.1B | 820.54% | |
| 57 | JBTJohn Bean Technologies Corpora | 997,920 | $91.7B | 799.61% | |
| 58 | QTWOQ2 Holdings, Inc. | 1,270,670 | $88.0B | 767.41% | |
| 59 | MSAMSA Safety, Inc. | 841,055 | $87.0B | 758.33% | |
| 60 | NOWServiceNow, Inc. | 342,305 | $84.4B | 735.74% | |
| 61 | SNPSSynopsys, Inc. | 725,822 | $83.6B | 728.79% | |
| 62 | SRCLStericycle, Inc. | 1,527,793 | $83.1B | 724.99% | |
| 63 | CSIIEURCardiovascular Systems, Inc. | 2,145,285 | $82.9B | 723.20% | |
| 64 | YEXTYext, Inc. | 3,748,305 | $81.9B | 714.49% | |
| 65 | GTESGates Industrial Corporation p | 5,706,660 | $81.8B | 713.58% | |
| 66 | FULH.B. Fuller Company | 1,608,215 | $78.2B | 682.10% | |
| 67 | INDBIndependent Bank Corp. | 957,230 | $77.5B | 676.18% | |
| 68 | IOSPInnospec Inc. | 927,470 | $77.3B | 674.09% | |
| 69 | VVVValvoline Inc. | 4,097,605 | $76.1B | 663.16% | |
| 70 | QLYSQualys, Inc. | 916,935 | $75.9B | 661.55% | |
| 71 | BLBlackLine, Inc. | 1,634,940 | $75.7B | 660.36% | |
| 72 | AKXANSYS, Inc. | 408,755 | $74.7B | 651.24% | |
| 73 | CPBCampbell Soup Company | 1,939,815 | $74.0B | 644.97% | |
| 74 | RHT1EURRed Hat, Inc. | 403,955 | $73.8B | 643.55% | |
| 75 | CBSHCommerce Bancshares, Inc. | 1,242,242 | $72.1B | 628.92% | |
| 76 | MGPIMGP Ingredients, Inc. | 925,220 | $71.4B | 622.43% | |
| 77 | DHRB&G Foods, Inc. | 2,894,480 | $70.7B | 616.35% | |
| 78 | WWWWolverine World Wide, Inc. | 1,924,285 | $68.8B | 599.54% | |
| 79 | AIMCUSDAltra Industrial Motion Corp. | 2,134,575 | $66.3B | 577.95% | |
| 80 | BUSDBarnes Group Inc. | 1,276,260 | $65.6B | 572.14% | |
| 81 | WSTWest Pharmaceutical Services, | 594,625 | $65.5B | 571.40% | |
| 82 | PBVPrestige Consumer Healthcare I | 2,088,940 | $62.5B | 544.82% | |
| 83 | —Navigators Group, Inc. | 850,585 | $59.4B | 518.22% | |
| 84 | AKAMAkamai Technologies, Inc. | 819,465 | $58.8B | 512.42% | |
| 85 | PODDInsulet Corporation | 617,790 | $58.7B | 512.26% | |
| 86 | SIVBEURSVB Financial Group | 253,475 | $56.4B | 491.48% | |
| 87 | SUPNSupernus Pharmaceuticals, Inc. | 1,560,515 | $54.7B | 476.80% | |
| 88 | SMPLSimply Good Foods Co | 2,585,895 | $53.2B | 464.28% | |
| 89 | SXIStandex International Corporat | 707,945 | $52.0B | 453.11% | |
| 90 | ENVUSDEnvestnet, Inc. | 766,335 | $50.1B | 436.96% | |
| 91 | DATATableau Software, Inc. Class A | 387,455 | $49.3B | 430.02% | |
| 92 | CBUCommunity Bank System, Inc. | 806,220 | $48.2B | 420.19% | |
| 93 | CVBFCVB Financial Corp. | 2,229,415 | $46.9B | 409.22% | |
| 94 | TDOCTeladoc Health, Inc. | 823,120 | $45.8B | 399.07% | |
| 95 | SAMBoston Beer Company, Inc. Clas | 138,465 | $40.8B | 355.86% | |
| 96 | WWDWoodward, Inc. | 417,950 | $39.7B | 345.82% | |
| 97 | HELEHelen of Troy Limited | 341,025 | $39.5B | 344.83% | |
| 98 | JRVRJames River Group Holdings Ltd | 952,240 | $38.2B | 332.80% | |
| 99 | HSICHenry Schein, Inc. | 619,030 | $37.2B | 324.47% | |
| 100 | ELFe.l.f. Beauty, Inc. | 3,505,480 | $37.2B | 324.01% |
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