Champlain Investment Partners, LLC Q2 2019 Filing
Filed August 13, 2019
Portfolio Value
$11.9B
Holdings
117
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (117 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IARTIntegra LifeSciences Holdings | 5,760,230 | $321.7B | 2700.14% | |
| 2 | REEverest Re Group, Ltd. | 973,890 | $240.7B | 2020.44% | |
| 3 | BLKBBlackbaud, Inc. | 2,686,956 | $224.4B | 1883.09% | |
| 4 | CTLTEURCatalent Inc | 4,057,445 | $220.0B | 1846.10% | |
| 5 | AJGArthur J. Gallagher & Co. | 2,359,550 | $206.7B | 1734.63% | |
| 6 | ATRAptargroup, Inc. | 1,621,690 | $201.6B | 1692.40% | |
| 7 | NDSNNordson Corporation | 1,371,435 | $193.8B | 1626.56% | |
| 8 | SPLKCHFSplunk Inc. | 1,535,305 | $193.1B | 1620.42% | |
| 9 | WATWaters Corporation | 891,965 | $192.0B | 1611.37% | |
| 10 | RBAGBPRitchie Bros. Auctioneers Inco | 5,764,155 | $191.5B | 1607.16% | |
| 11 | PSTGPure Storage, Inc. Class A | 12,482,210 | $190.6B | 1599.75% | |
| 12 | —Medidata Solutions, Inc. | 2,065,100 | $186.9B | 1568.78% | |
| 13 | WLYJohn Wiley & Sons, Inc. Class | 4,044,125 | $185.5B | 1556.62% | |
| 14 | THSTreeHouse Foods, Inc. | 3,335,450 | $180.4B | 1514.52% | |
| 15 | XRAYDENTSPLY SIRONA, Inc. | 2,990,740 | $174.5B | 1464.94% | |
| 16 | FTVFortive Corp. | 2,110,770 | $172.1B | 1444.20% | |
| 17 | NEWREURNew Relic, Inc. | 1,956,605 | $169.3B | 1420.67% | |
| 18 | TSCOTractor Supply Company | 1,532,620 | $166.7B | 1399.54% | |
| 19 | AMEAMETEK, Inc. | 1,787,480 | $162.4B | 1362.83% | |
| 20 | —Cantel Medical Corp. | 1,996,447 | $161.0B | 1351.23% | |
| 21 | NTRSNorthern Trust Corporation | 1,786,745 | $160.8B | 1349.67% | |
| 22 | WDAYWorkday, Inc. Class A | 770,270 | $158.4B | 1329.07% | |
| 23 | PANWPalo Alto Networks, Inc. | 771,800 | $157.3B | 1319.92% | |
| 24 | PBProsperity Bancshares, Inc.(R) | 2,375,400 | $156.9B | 1316.84% | |
| 25 | FLOFlowers Foods, Inc. | 6,715,160 | $156.3B | 1311.53% | |
| 26 | VEEVVeeva Systems Inc Class A | 956,850 | $155.1B | 1301.90% | |
| 27 | ULTAUlta Beauty Inc | 445,765 | $154.6B | 1297.84% | |
| 28 | EWEdwards Lifesciences Corporati | 823,235 | $152.1B | 1276.46% | |
| 29 | TECHBio-Techne Corporation | 727,195 | $151.6B | 1272.51% | |
| 30 | IEXIDEX Corporation | 874,730 | $150.6B | 1263.80% | |
| 31 | ROKRockwell Automation, Inc. | 913,795 | $149.7B | 1256.51% | |
| 32 | SJMJ.M. Smucker Company | 1,283,800 | $147.9B | 1241.18% | |
| 33 | AWNAdvance Auto Parts, Inc. | 913,885 | $140.9B | 1182.31% | |
| 34 | VRSKVerisk Analytics Inc | 956,205 | $140.0B | 1175.42% | |
| 35 | COOCooper Companies, Inc. | 413,805 | $139.4B | 1170.06% | |
| 36 | SSFSensient Technologies Corporat | 1,839,205 | $135.1B | 1134.29% | |
| 37 | IFFInternational Flavors & Fragra | 901,465 | $130.8B | 1097.77% | |
| 38 | —Laboratory Corporation of Amer | 754,125 | $130.4B | 1094.36% | |
| 39 | CNMDCONMED Corporation | 1,452,360 | $124.3B | 1043.08% | |
| 40 | 3M4Masimo Corporation | 823,225 | $122.5B | 1028.26% | |
| 41 | OKTAOkta, Inc. Class A | 991,285 | $122.4B | 1027.60% | |
| 42 | JBTJohn Bean Technologies Corpora | 1,007,740 | $122.1B | 1024.53% | |
| 43 | HRLHormel Foods Corporation | 3,001,255 | $121.7B | 1021.20% | |
| 44 | TWNKEURHostess Brands, Inc. Class A | 8,339,035 | $120.4B | 1010.67% | |
| 45 | S7VSally Beauty Holdings, Inc. | 8,877,105 | $118.4B | 993.92% | |
| 46 | NTNXNutanix, Inc. Class A | 4,560,470 | $118.3B | 992.90% | |
| 47 | BF/BBrown-Forman Corporation Class | 2,100,220 | $116.4B | 977.09% | |
| 48 | LOGMEURLogMeIn, Inc. | 1,576,415 | $116.2B | 974.86% | |
| 49 | QTWOQ2 Holdings, Inc. | 1,413,490 | $107.9B | 905.90% | |
| 50 | MFS1EURWelbilt Inc | 6,463,080 | $107.9B | 905.89% | |
| 51 | AVNSAvanos Medical, Inc. | 2,455,532 | $107.1B | 898.79% | |
| 52 | TAPMolson Coors Brewing Company C | 1,894,525 | $106.1B | 890.45% | |
| 53 | GWREGuidewire Software, Inc. | 1,024,190 | $103.8B | 871.47% | |
| 54 | —Argo Group International Holdi | 1,399,953 | $103.7B | 870.09% | |
| 55 | CFRCullen/Frost Bankers, Inc. | 1,091,005 | $102.2B | 857.64% | |
| 56 | UMBFUMB Financial Corporation | 1,527,670 | $100.6B | 843.94% | |
| 57 | BLBlackLine, Inc. | 1,818,680 | $97.3B | 816.80% | |
| 58 | NOWServiceNow, Inc. | 354,005 | $97.2B | 815.80% | |
| 59 | MSAMSA Safety, Inc. | 899,740 | $94.8B | 795.87% | |
| 60 | CSIIEURCardiovascular Systems, Inc. | 2,174,310 | $93.3B | 783.44% | |
| 61 | YEXTYext, Inc. | 4,555,440 | $91.5B | 768.13% | |
| 62 | MCXMcCormick & Company, Incorpora | 578,170 | $89.6B | 752.21% | |
| 63 | NUVAGBPNuVasive, Inc. | 1,519,570 | $89.0B | 746.62% | |
| 64 | CPBCampbell Soup Company | 2,193,375 | $87.9B | 737.66% | |
| 65 | SNPSSynopsys, Inc. | 665,597 | $85.7B | 718.92% | |
| 66 | SIVBEURSVB Financial Group | 372,475 | $83.7B | 702.12% | |
| 67 | VVVValvoline Inc. | 4,256,990 | $83.1B | 697.80% | |
| 68 | INDBIndependent Bank Corp. | 1,036,165 | $78.9B | 662.25% | |
| 69 | AIMCUSDAltra Industrial Motion Corp. | 2,162,215 | $77.6B | 651.14% | |
| 70 | BUSDBarnes Group Inc. | 1,364,950 | $76.9B | 645.44% | |
| 71 | CBSHCommerce Bancshares, Inc. | 1,286,840 | $76.8B | 644.37% | |
| 72 | SRCLStericycle, Inc. | 1,588,943 | $75.9B | 636.80% | |
| 73 | WSTWest Pharmaceutical Services, | 602,300 | $75.4B | 632.66% | |
| 74 | MGPIMGP Ingredients, Inc. | 1,133,055 | $75.1B | 630.60% | |
| 75 | AKAMAkamai Technologies, Inc. | 931,265 | $74.6B | 626.40% | |
| 76 | FULH.B. Fuller Company | 1,575,480 | $73.1B | 613.55% | |
| 77 | IOSPInnospec Inc. | 778,035 | $71.0B | 595.81% | |
| 78 | GTESGates Industrial Corporation p | 5,974,145 | $68.2B | 572.12% | |
| 79 | PBVPrestige Consumer Healthcare I | 2,111,405 | $66.9B | 561.41% | |
| 80 | WWWWolverine World Wide, Inc. | 2,408,955 | $66.3B | 556.82% | |
| 81 | AKXANSYS, Inc. | 313,575 | $64.2B | 539.06% | |
| 82 | SMPLSimply Good Foods Co | 2,622,310 | $63.1B | 529.98% | |
| 83 | DHRB&G Foods, Inc. | 2,946,820 | $61.3B | 514.45% | |
| 84 | PODDInsulet Corporation | 513,060 | $61.2B | 514.07% | |
| 85 | TDOCTeladoc Health, Inc. | 912,915 | $60.6B | 508.85% | |
| 86 | DATATableau Software, Inc. Class A | 345,975 | $57.4B | 482.09% | |
| 87 | QLYSQualys, Inc. | 624,185 | $54.4B | 456.20% | |
| 88 | CBUCommunity Bank System, Inc. | 818,430 | $53.9B | 452.26% | |
| 89 | SAMBoston Beer Company, Inc. Clas | 142,625 | $53.9B | 452.20% | |
| 90 | SXIStandex International Corporat | 721,695 | $52.8B | 443.03% | |
| 91 | ENVUSDEnvestnet, Inc. | 769,400 | $52.6B | 441.51% | |
| 92 | SUPNSupernus Pharmaceuticals, Inc. | 1,586,125 | $52.5B | 440.51% | |
| 93 | ELFe.l.f. Beauty, Inc. | 3,436,560 | $48.5B | 406.69% | |
| 94 | CVBFCVB Financial Corp. | 2,266,605 | $47.7B | 400.07% | |
| 95 | JRVRJames River Group Holdings Ltd | 965,240 | $45.3B | 379.96% | |
| 96 | HELEHelen of Troy Limited | 343,400 | $44.8B | 376.39% | |
| 97 | MORNMorningstar, Inc. | 296,715 | $42.9B | 360.21% | |
| 98 | WASHWashington Trust Bancorp, Inc. | 762,940 | $39.8B | 334.13% | |
| 99 | —Bryn Mawr Bank Corporation | 948,625 | $35.4B | 297.14% | |
| 100 | TRSTriMas Corporation | 1,079,385 | $33.4B | 280.57% |
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