Champlain Investment Partners, LLC Q1 2020 Filing
Filed May 14, 2020
Portfolio Value
$11.1B
Holdings
119
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (119 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IARTIntegra LifeSciences Holdings | 6,199,220 | $276.9B | 2493.61% | |
| 2 | CTLTEURCatalent Inc | 4,907,175 | $254.9B | 2295.58% | |
| 3 | PSTGPure Storage, Inc. Class A | 18,395,170 | $226.3B | 2037.44% | |
| 4 | FTVFortive Corp. | 3,915,315 | $216.1B | 1945.82% | |
| 5 | SJMJ.M. Smucker Company | 1,946,215 | $216.0B | 1945.31% | |
| 6 | NOWServiceNow, Inc. | 739,320 | $211.9B | 1907.89% | |
| 7 | AMEAMETEK, Inc. | 2,907,520 | $209.4B | 1885.61% | |
| 8 | TECHBio-Techne Corporation | 1,096,205 | $207.9B | 1871.76% | |
| 9 | REEverest Re Group, Ltd. | 1,046,625 | $201.4B | 1813.50% | |
| 10 | AJGArthur J. Gallagher & Co. | 2,427,005 | $197.8B | 1781.38% | |
| 11 | WDAYWorkday, Inc. Class A | 1,490,455 | $194.1B | 1747.72% | |
| 12 | ATRAptargroup, Inc. | 1,873,730 | $186.5B | 1679.50% | |
| 13 | WATWaters Corporation | 1,015,785 | $184.9B | 1665.21% | |
| 14 | ROKRockwell Automation, Inc. | 1,218,655 | $183.9B | 1656.05% | |
| 15 | SPLKCHFSplunk Inc. | 1,454,285 | $183.6B | 1653.05% | |
| 16 | TSCOTractor Supply Company | 2,100,520 | $177.6B | 1599.25% | |
| 17 | EWEdwards Lifesciences Corporati | 936,554 | $176.7B | 1590.73% | |
| 18 | THSTreeHouse Foods, Inc. | 3,984,335 | $175.9B | 1584.02% | |
| 19 | NEWREURNew Relic, Inc. | 3,794,970 | $175.5B | 1580.16% | |
| 20 | NDSNNordson Corporation | 1,282,985 | $173.3B | 1560.47% | |
| 21 | IEXIDEX Corporation | 1,253,570 | $173.1B | 1559.01% | |
| 22 | VEEVVeeva Systems Inc Class A | 1,089,335 | $170.3B | 1533.87% | |
| 23 | WLYJohn Wiley & Sons, Inc. Class | 4,388,290 | $164.5B | 1481.45% | |
| 24 | CLVTClarivate Analytics Plc | 7,524,955 | $156.1B | 1406.04% | |
| 25 | XRAYDENTSPLY SIRONA, Inc. | 3,954,290 | $153.5B | 1382.65% | |
| 26 | —Medallia, Inc. | 7,455,235 | $149.4B | 1345.35% | |
| 27 | PANWPalo Alto Networks, Inc. | 888,265 | $145.6B | 1311.46% | |
| 28 | NTRSNorthern Trust Corporation | 1,907,715 | $144.0B | 1296.30% | |
| 29 | LWLamb Weston Holdings, Inc. | 2,518,260 | $143.8B | 1294.83% | |
| 30 | ULTAUlta Beauty Inc | 808,785 | $142.1B | 1279.62% | |
| 31 | MZTILancaster Colony Corporation | 961,495 | $139.1B | 1252.31% | |
| 32 | 3M4Masimo Corporation | 773,350 | $137.0B | 1233.44% | |
| 33 | AWNAdvance Auto Parts, Inc. | 1,431,560 | $133.6B | 1202.98% | |
| 34 | COOCooper Companies, Inc. | 482,830 | $133.1B | 1198.56% | |
| 35 | —Cantel Medical Corp. | 3,669,710 | $131.7B | 1186.32% | |
| 36 | PBProsperity Bancshares, Inc.(R) | 2,596,975 | $125.3B | 1128.34% | |
| 37 | OKTAOkta, Inc. Class A | 975,900 | $119.3B | 1074.40% | |
| 38 | JBTJohn Bean Technologies Corpora | 1,574,565 | $116.9B | 1053.05% | |
| 39 | QTWOQ2 Holdings, Inc. | 1,879,060 | $111.0B | 999.33% | |
| 40 | TWNKEURHostess Brands, Inc. Class A | 9,838,905 | $104.9B | 944.45% | |
| 41 | ZSZscaler, Inc. | 1,702,290 | $103.6B | 932.91% | |
| 42 | WSTWest Pharmaceutical Services, | 639,730 | $97.4B | 877.06% | |
| 43 | SNPSSynopsys, Inc. | 736,070 | $94.8B | 853.64% | |
| 44 | CSIIEURCardiovascular Systems, Inc. | 2,690,410 | $94.7B | 853.02% | |
| 45 | SSFSensient Technologies Corporat | 2,147,235 | $93.4B | 841.28% | |
| 46 | AVNSAvanos Medical, Inc. | 3,434,370 | $92.5B | 832.84% | |
| 47 | FRPTFreshpet Inc | 1,444,485 | $92.3B | 830.78% | |
| 48 | CFRCullen/Frost Bankers, Inc. | 1,639,615 | $91.5B | 823.71% | |
| 49 | TENBTenable Holdings, Inc. | 4,152,475 | $90.8B | 817.39% | |
| 50 | PBVPrestige Consumer Healthcare I | 2,462,320 | $90.3B | 813.30% | |
| 51 | AFWAlign Technology, Inc. | 513,565 | $89.3B | 804.45% | |
| 52 | SMPLSimply Good Foods Co | 4,527,875 | $87.2B | 785.28% | |
| 53 | YEXTYext, Inc. | 8,363,320 | $85.2B | 767.41% | |
| 54 | MSAMSA Safety, Inc. | 841,105 | $85.1B | 766.49% | |
| 55 | UMBFUMB Financial Corporation | 1,800,055 | $83.5B | 751.79% | |
| 56 | BUSDBarnes Group Inc. | 1,940,350 | $81.2B | 730.88% | |
| 57 | INDBIndependent Bank Corp. | 1,254,040 | $80.7B | 726.90% | |
| 58 | DNKNDunkin' Brands Group, Inc. | 1,501,060 | $79.7B | 717.74% | |
| 59 | TWTradeweb Markets, Inc. Class A | 1,884,295 | $79.2B | 713.33% | |
| 60 | TAPMolson Coors Beverage Company | 2,025,905 | $79.0B | 711.66% | |
| 61 | PFPTProofpoint, Inc. | 761,150 | $78.1B | 703.15% | |
| 62 | MCXMcCormick & Company, Incorpora | 532,195 | $75.2B | 676.72% | |
| 63 | CNMDCONMED Corporation | 1,277,195 | $73.1B | 658.66% | |
| 64 | BF/BBrown-Forman Corporation Class | 1,274,595 | $70.8B | 637.12% | |
| 65 | RBAGBPRitchie Bros. Auctioneers Inco | 2,055,730 | $70.3B | 632.72% | |
| 66 | —Argo Group International Holdi | 1,864,558 | $69.1B | 622.24% | |
| 67 | BLKBBlackbaud, Inc. | 1,208,235 | $67.1B | 604.38% | |
| 68 | SIVBEURSVB Financial Group | 431,535 | $65.2B | 587.08% | |
| 69 | GWREGuidewire Software, Inc. | 796,670 | $63.2B | 568.96% | |
| 70 | SAILEURSailPoint Technologies Holding | 3,991,155 | $60.7B | 547.00% | |
| 71 | CBUCommunity Bank System, Inc. | 1,021,920 | $60.1B | 541.09% | |
| 72 | DHRB&G Foods, Inc. | 3,302,030 | $59.7B | 537.89% | |
| 73 | CPBCampbell Soup Company | 1,292,300 | $59.7B | 537.16% | |
| 74 | TTCToro Company | 902,740 | $58.8B | 529.11% | |
| 75 | ENVUSDEnvestnet, Inc. | 1,090,865 | $58.7B | 528.29% | |
| 76 | NTNXNutanix, Inc. Class A | 3,649,190 | $57.7B | 519.19% | |
| 77 | ATRCAtriCure, Inc. | 1,693,225 | $56.9B | 512.15% | |
| 78 | SAMBoston Beer Company, Inc. Clas | 146,950 | $54.0B | 486.38% | |
| 79 | INSPInspire Medical Systems, Inc. | 870,320 | $52.5B | 472.42% | |
| 80 | PENPenumbra, Inc. | 324,660 | $52.4B | 471.65% | |
| 81 | WWWWolverine World Wide, Inc. | 3,396,895 | $51.6B | 464.95% | |
| 82 | CVBFCVB Financial Corp. | 2,566,645 | $51.5B | 463.40% | |
| 83 | AIMCUSDAltra Industrial Motion Corp. | 2,937,905 | $51.4B | 462.70% | |
| 84 | CBSHCommerce Bancshares, Inc. | 973,551 | $49.0B | 441.40% | |
| 85 | TRSTriMas Corporation | 2,094,140 | $48.4B | 435.61% | |
| 86 | IOSPInnospec Inc. | 682,775 | $47.4B | 427.24% | |
| 87 | BLBlackLine, Inc. | 866,670 | $45.6B | 410.58% | |
| 88 | TXRHTexas Roadhouse, Inc. | 1,085,365 | $44.8B | 403.65% | |
| 89 | JRVRJames River Group Holdings Ltd | 1,230,875 | $44.6B | 401.68% | |
| 90 | NVSTEnvista Holdings Corp. | 2,736,755 | $40.9B | 368.18% | |
| 91 | MFS1EURWelbilt Inc | 7,903,386 | $40.5B | 365.09% | |
| 92 | S7VSally Beauty Holdings, Inc. | 4,933,205 | $39.9B | 358.93% | |
| 93 | SXIStandex International Corporat | 812,695 | $39.8B | 358.73% | |
| 94 | FULH.B. Fuller Company | 1,419,740 | $39.7B | 357.07% | |
| 95 | MGPIMGP Ingredients, Inc. | 1,383,915 | $37.2B | 335.10% | |
| 96 | CHDChurch & Dwight Co., Inc. | 570,525 | $36.6B | 329.72% | |
| 97 | MORNMorningstar, Inc. | 310,460 | $36.1B | 324.99% | |
| 98 | BUWABio-Rad Laboratories, Inc. Cla | 102,725 | $36.0B | 324.27% | |
| 99 | ELFe.l.f. Beauty, Inc. | 3,643,000 | $35.8B | 322.80% | |
| 100 | EYENational Vision Holdings, Inc. | 1,726,160 | $33.5B | 301.86% |
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