Champlain Investment Partners, LLC Q4 2018 Filing
Filed February 13, 2019
Portfolio Value
$9.8B
Holdings
119
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (119 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IARTIntegra LifeSciences Holdings | 5,395,975 | $243.4B | 2473.36% | |
| 2 | RBAGBPRitchie Bros. Auctioneers Inco | 6,766,250 | $221.4B | 2250.10% | |
| 3 | REEverest Re Group, Ltd. | 851,485 | $185.4B | 1884.50% | |
| 4 | SPLKCHFSplunk Inc. | 1,768,330 | $185.4B | 1884.39% | |
| 5 | OKTAOkta, Inc. Class A | 2,869,070 | $183.0B | 1860.39% | |
| 6 | WLYJohn Wiley & Sons, Inc. Class | 3,841,445 | $180.4B | 1833.82% | |
| 7 | THSTreeHouse Foods, Inc. | 3,483,025 | $176.6B | 1795.11% | |
| 8 | WDAYWorkday, Inc. Class A | 1,060,810 | $169.4B | 1721.59% | |
| 9 | RHT1EURRed Hat, Inc. | 949,520 | $166.8B | 1695.00% | |
| 10 | AJGArthur J. Gallagher & Co. | 2,185,300 | $161.1B | 1636.89% | |
| 11 | —Medidata Solutions, Inc. | 2,354,750 | $158.8B | 1613.52% | |
| 12 | WATWaters Corporation | 826,260 | $155.9B | 1584.22% | |
| 13 | NDSNNordson Corporation | 1,303,765 | $155.6B | 1581.47% | |
| 14 | BLKBBlackbaud, Inc. | 2,432,505 | $153.0B | 1555.06% | |
| 15 | PANWPalo Alto Networks, Inc. | 790,205 | $148.8B | 1512.68% | |
| 16 | ATRAptargroup, Inc. | 1,577,215 | $148.4B | 1507.94% | |
| 17 | NEWREURNew Relic, Inc. | 1,739,755 | $140.9B | 1431.70% | |
| 18 | NTRSNorthern Trust Corporation | 1,662,665 | $139.0B | 1412.54% | |
| 19 | PSTGPure Storage, Inc. Class A | 8,639,190 | $138.9B | 1411.89% | |
| 20 | TSCOTractor Supply Company | 1,566,375 | $130.7B | 1328.34% | |
| 21 | S7VSally Beauty Holdings, Inc. | 7,467,940 | $127.3B | 1294.09% | |
| 22 | NUVAGBPNuVasive, Inc. | 2,540,130 | $125.9B | 1279.47% | |
| 23 | FTVFortive Corp. | 1,829,370 | $123.8B | 1257.98% | |
| 24 | PBProsperity Bancshares, Inc.(R) | 1,985,215 | $123.7B | 1257.00% | |
| 25 | VRSKVerisk Analytics Inc | 1,133,840 | $123.6B | 1256.55% | |
| 26 | LOGMEURLogMeIn, Inc. | 1,486,235 | $121.2B | 1232.13% | |
| 27 | CTLTEURCatalent Inc | 3,838,830 | $119.7B | 1216.51% | |
| 28 | ULTAUlta Beauty Inc | 482,835 | $118.2B | 1201.49% | |
| 29 | FLOFlowers Foods, Inc. | 6,182,485 | $114.2B | 1160.56% | |
| 30 | HRLHormel Foods Corporation | 2,650,670 | $113.1B | 1149.80% | |
| 31 | SJMJ.M. Smucker Company | 1,208,640 | $113.0B | 1148.43% | |
| 32 | IFFInternational Flavors & Fragra | 840,935 | $112.9B | 1147.57% | |
| 33 | ROKRockwell Automation, Inc. | 725,565 | $109.2B | 1109.68% | |
| 34 | AMEAMETEK, Inc. | 1,596,535 | $108.1B | 1098.52% | |
| 35 | XRAYDENTSPLY SIRONA, Inc. | 2,810,240 | $104.6B | 1062.78% | |
| 36 | —Argo Group International Holdi | 1,552,563 | $104.4B | 1061.17% | |
| 37 | VEEVVeeva Systems Inc Class A | 1,159,000 | $103.5B | 1052.14% | |
| 38 | EWEdwards Lifesciences Corporati | 670,510 | $102.7B | 1043.81% | |
| 39 | TECHBio-Techne Corporation | 708,100 | $102.5B | 1041.51% | |
| 40 | AWNAdvance Auto Parts, Inc. | 646,630 | $101.8B | 1034.82% | |
| 41 | SSFSensient Technologies Corporat | 1,803,185 | $100.7B | 1023.54% | |
| 42 | MCXMcCormick & Company, Incorpora | 721,840 | $100.5B | 1021.52% | |
| 43 | NTNXNutanix, Inc. Class A | 2,404,770 | $100.0B | 1016.49% | |
| 44 | TAPMolson Coors Brewing Company C | 1,769,485 | $99.4B | 1009.98% | |
| 45 | COOCooper Companies, Inc. | 389,510 | $99.1B | 1007.50% | |
| 46 | IEXIDEX Corporation | 780,965 | $98.6B | 1002.17% | |
| 47 | AVNSAvanos Medical, Inc. | 2,097,972 | $94.0B | 955.04% | |
| 48 | CNMDCONMED Corporation | 1,422,180 | $91.3B | 927.96% | |
| 49 | —Laboratory Corporation of Amer | 706,950 | $89.3B | 907.90% | |
| 50 | UMBFUMB Financial Corporation | 1,415,210 | $86.3B | 876.95% | |
| 51 | 3M4Masimo Corporation | 798,650 | $85.8B | 871.53% | |
| 52 | CFRCullen/Frost Bankers, Inc. | 935,835 | $82.3B | 836.42% | |
| 53 | TWNKEURHostess Brands, Inc. Class A | 7,449,950 | $81.5B | 828.34% | |
| 54 | DHRB&G Foods, Inc. | 2,795,815 | $80.8B | 821.48% | |
| 55 | FULH.B. Fuller Company | 1,814,935 | $77.4B | 787.09% | |
| 56 | GWREGuidewire Software, Inc. | 964,385 | $77.4B | 786.38% | |
| 57 | WWDWoodward, Inc. | 1,041,230 | $77.4B | 786.17% | |
| 58 | VVVValvoline Inc. | 3,974,570 | $76.9B | 781.65% | |
| 59 | CSIIEURCardiovascular Systems, Inc. | 2,590,880 | $73.8B | 750.20% | |
| 60 | SNPSSynopsys, Inc. | 875,682 | $73.8B | 749.73% | |
| 61 | GTESGates Industrial Corporation p | 5,548,670 | $73.5B | 746.65% | |
| 62 | JBTJohn Bean Technologies Corpora | 1,001,710 | $71.9B | 731.09% | |
| 63 | MFS1EURWelbilt Inc | 6,167,875 | $68.5B | 696.45% | |
| 64 | BF/BBrown-Forman Corporation Class | 1,436,165 | $68.3B | 694.50% | |
| 65 | MSAMSA Safety, Inc. | 724,830 | $68.3B | 694.47% | |
| 66 | CBSHCommerce Bancshares, Inc. | 1,201,480 | $67.7B | 688.34% | |
| 67 | QLYSQualys, Inc. | 906,025 | $67.7B | 688.23% | |
| 68 | —Cantel Medical Corp. | 865,820 | $64.5B | 655.14% | |
| 69 | PBVPrestige Consumer Healthcare I | 2,043,965 | $63.1B | 641.50% | |
| 70 | QTWOQ2 Holdings, Inc. | 1,253,270 | $62.1B | 631.15% | |
| 71 | CPBCampbell Soup Company | 1,880,435 | $62.0B | 630.50% | |
| 72 | —Navigators Group, Inc. | 858,105 | $59.6B | 606.05% | |
| 73 | WWWWolverine World Wide, Inc. | 1,862,370 | $59.4B | 603.62% | |
| 74 | INDBIndependent Bank Corp. | 842,950 | $59.3B | 602.37% | |
| 75 | AKXANSYS, Inc. | 398,615 | $57.0B | 579.09% | |
| 76 | DATATableau Software, Inc. Class A | 470,015 | $56.4B | 573.24% | |
| 77 | IOSPInnospec Inc. | 908,630 | $56.1B | 570.34% | |
| 78 | WSTWest Pharmaceutical Services, | 567,985 | $55.7B | 565.90% | |
| 79 | SRCLStericycle, Inc. | 1,489,043 | $54.6B | 555.26% | |
| 80 | SUPNSupernus Pharmaceuticals, Inc. | 1,565,185 | $52.0B | 528.45% | |
| 81 | BLBlackLine, Inc. | 1,259,900 | $51.6B | 524.36% | |
| 82 | AIMCUSDAltra Industrial Motion Corp. | 1,930,320 | $48.5B | 493.41% | |
| 83 | YEXTYext, Inc. | 3,235,370 | $48.0B | 488.30% | |
| 84 | PODDInsulet Corporation | 598,580 | $47.5B | 482.55% | |
| 85 | HSICHenry Schein, Inc. | 600,720 | $47.2B | 479.40% | |
| 86 | SMPLSimply Good Foods Co | 2,464,365 | $46.6B | 473.37% | |
| 87 | SIVBEURSVB Financial Group | 242,425 | $46.0B | 467.94% | |
| 88 | CBUCommunity Bank System, Inc. | 785,650 | $45.8B | 465.52% | |
| 89 | SXIStandex International Corporat | 679,020 | $45.6B | 463.63% | |
| 90 | BUSDBarnes Group Inc. | 848,365 | $45.5B | 462.32% | |
| 91 | CVBFCVB Financial Corp. | 2,196,905 | $44.4B | 451.69% | |
| 92 | MGPIMGP Ingredients, Inc. | 772,410 | $44.1B | 447.86% | |
| 93 | HELEHelen of Troy Limited | 317,940 | $41.7B | 423.89% | |
| 94 | PENPenumbra, Inc. | 307,630 | $37.6B | 382.06% | |
| 95 | AKAMAkamai Technologies, Inc. | 599,475 | $36.6B | 372.14% | |
| 96 | —Talend SA Sponsored ADR | 969,410 | $35.9B | 365.34% | |
| 97 | OMCLOmnicell, Inc. | 570,495 | $34.9B | 355.08% | |
| 98 | NOWServiceNow, Inc. | 195,850 | $34.9B | 354.41% | |
| 99 | WASHWashington Trust Bancorp, Inc. | 730,700 | $34.7B | 352.98% | |
| 100 | TRSTriMas Corporation | 1,251,500 | $34.2B | 347.11% |
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