Champlain Investment Partners, LLC Q4 2019 Filing
Filed February 13, 2020
Portfolio Value
$13.7B
Holdings
119
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (119 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IARTIntegra LifeSciences Holdings | 6,066,660 | $353.6B | 2584.71% | |
| 2 | PSTGPure Storage, Inc. Class A | 16,613,360 | $284.3B | 2078.02% | |
| 3 | REEverest Re Group, Ltd. | 1,001,590 | $277.3B | 2027.03% | |
| 4 | CTLTEURCatalent Inc | 4,851,205 | $273.1B | 1996.65% | |
| 5 | —Cantel Medical Corp. | 3,439,750 | $243.9B | 1782.85% | |
| 6 | FTVFortive Corp. | 3,155,300 | $241.0B | 1762.05% | |
| 7 | ROKRockwell Automation, Inc. | 1,183,320 | $239.8B | 1753.21% | |
| 8 | WATWaters Corporation | 998,575 | $233.3B | 1705.65% | |
| 9 | AMEAMETEK, Inc. | 2,280,805 | $227.5B | 1663.03% | |
| 10 | NEWREURNew Relic, Inc. | 3,260,600 | $214.3B | 1566.29% | |
| 11 | EWEdwards Lifesciences Corporati | 907,900 | $211.8B | 1548.38% | |
| 12 | WLYJohn Wiley & Sons, Inc. Class | 4,354,755 | $211.3B | 1544.64% | |
| 13 | NDSNNordson Corporation | 1,295,080 | $210.9B | 1541.70% | |
| 14 | AJGArthur J. Gallagher & Co. | 2,200,825 | $209.6B | 1532.16% | |
| 15 | NOWServiceNow, Inc. | 733,665 | $207.1B | 1514.19% | |
| 16 | BLKBBlackbaud, Inc. | 2,601,290 | $207.1B | 1513.72% | |
| 17 | XRAYDENTSPLY SIRONA, Inc. | 3,614,605 | $204.6B | 1495.35% | |
| 18 | PANWPalo Alto Networks, Inc. | 871,450 | $201.5B | 1473.22% | |
| 19 | ULTAUlta Beauty Inc | 791,035 | $200.2B | 1463.86% | |
| 20 | WDAYWorkday, Inc. Class A | 1,209,430 | $198.9B | 1453.98% | |
| 21 | LWLamb Weston Holdings, Inc. | 2,289,755 | $197.0B | 1440.07% | |
| 22 | IEXIDEX Corporation | 1,142,910 | $196.6B | 1437.09% | |
| 23 | NTRSNorthern Trust Corporation | 1,843,215 | $195.8B | 1431.55% | |
| 24 | SJMJ.M. Smucker Company | 1,880,100 | $195.8B | 1431.20% | |
| 25 | TECHBio-Techne Corporation | 867,675 | $190.5B | 1392.37% | |
| 26 | AWNAdvance Auto Parts, Inc. | 1,154,755 | $184.9B | 1352.03% | |
| 27 | PBProsperity Bancshares, Inc.(R) | 2,549,040 | $183.3B | 1339.64% | |
| 28 | THSTreeHouse Foods, Inc. | 3,701,200 | $179.5B | 1312.28% | |
| 29 | SPLKCHFSplunk Inc. | 1,176,175 | $176.2B | 1287.78% | |
| 30 | TSCOTractor Supply Company | 1,831,205 | $171.1B | 1250.87% | |
| 31 | 3M4Masimo Corporation | 1,065,695 | $168.4B | 1231.40% | |
| 32 | S7VSally Beauty Holdings, Inc. | 8,960,130 | $163.5B | 1195.42% | |
| 33 | MSAMSA Safety, Inc. | 1,228,050 | $155.2B | 1134.40% | |
| 34 | ATRAptargroup, Inc. | 1,340,855 | $155.0B | 1133.34% | |
| 35 | COOCooper Companies, Inc. | 479,905 | $154.2B | 1127.19% | |
| 36 | JBTJohn Bean Technologies Corpora | 1,340,370 | $151.0B | 1103.92% | |
| 37 | TWNKEURHostess Brands, Inc. Class A | 9,884,300 | $143.7B | 1050.64% | |
| 38 | QTWOQ2 Holdings, Inc. | 1,703,975 | $138.2B | 1009.99% | |
| 39 | SSFSensient Technologies Corporat | 2,085,780 | $137.8B | 1007.73% | |
| 40 | CFRCullen/Frost Bankers, Inc. | 1,354,450 | $132.4B | 968.18% | |
| 41 | —Laboratory Corporation of Amer | 779,295 | $131.8B | 963.76% | |
| 42 | NTNXNutanix, Inc. Class A | 4,190,085 | $131.0B | 957.53% | |
| 43 | VEEVVeeva Systems Inc Class A | 907,020 | $127.6B | 932.67% | |
| 44 | CNMDCONMED Corporation | 1,125,540 | $125.9B | 920.16% | |
| 45 | MFS1EURWelbilt Inc | 7,907,190 | $123.4B | 902.33% | |
| 46 | —Argo Group International Holdi | 1,872,583 | $123.1B | 900.07% | |
| 47 | MZTILancaster Colony Corporation | 766,785 | $122.8B | 897.44% | |
| 48 | UMBFUMB Financial Corporation | 1,762,780 | $121.0B | 884.54% | |
| 49 | IFFInternational Flavors & Fragra | 923,250 | $119.1B | 870.80% | |
| 50 | CSIIEURCardiovascular Systems, Inc. | 2,398,195 | $116.5B | 851.87% | |
| 51 | YEXTYext, Inc. | 7,848,795 | $113.2B | 827.39% | |
| 52 | AVNSAvanos Medical, Inc. | 3,334,297 | $112.4B | 821.44% | |
| 53 | SMPLSimply Good Foods Co | 3,878,285 | $110.7B | 809.16% | |
| 54 | CPBCampbell Soup Company | 2,232,215 | $110.3B | 806.46% | |
| 55 | BUSDBarnes Group Inc. | 1,778,135 | $110.2B | 805.41% | |
| 56 | TDOCTeladoc Health, Inc. | 1,261,900 | $105.6B | 772.32% | |
| 57 | TAPMolson Coors Beverage Company | 1,946,790 | $104.9B | 767.10% | |
| 58 | AIMCUSDAltra Industrial Motion Corp. | 2,851,700 | $103.3B | 754.87% | |
| 59 | INDBIndependent Bank Corp. | 1,222,600 | $101.8B | 744.06% | |
| 60 | GWREGuidewire Software, Inc. | 880,190 | $96.6B | 706.32% | |
| 61 | SIVBEURSVB Financial Group | 384,480 | $96.5B | 705.60% | |
| 62 | PBVPrestige Consumer Healthcare I | 2,375,405 | $96.2B | 703.29% | |
| 63 | TENBTenable Holdings, Inc. | 3,888,080 | $93.2B | 681.02% | |
| 64 | WSTWest Pharmaceutical Services, | 616,025 | $92.6B | 677.00% | |
| 65 | WWWWolverine World Wide, Inc. | 2,707,595 | $91.4B | 667.84% | |
| 66 | CBSHCommerce Bancshares, Inc. | 1,336,386 | $90.8B | 663.74% | |
| 67 | MCXMcCormick & Company, Incorpora | 512,790 | $87.0B | 636.27% | |
| 68 | OKTAOkta, Inc. Class A | 744,485 | $85.9B | 627.90% | |
| 69 | —Medallia, Inc. | 2,749,075 | $85.5B | 625.22% | |
| 70 | SAILEURSailPoint Technologies Holding | 3,623,675 | $85.5B | 625.18% | |
| 71 | HRLHormel Foods Corporation | 1,893,710 | $85.4B | 624.49% | |
| 72 | SNPSSynopsys, Inc. | 603,115 | $84.0B | 613.74% | |
| 73 | BF/BBrown-Forman Corporation Class | 1,236,885 | $83.6B | 611.25% | |
| 74 | CLVTClarivate Analytics Plc | 4,962,155 | $83.4B | 609.43% | |
| 75 | RBAGBPRitchie Bros. Auctioneers Inco | 1,938,905 | $83.3B | 608.78% | |
| 76 | FULH.B. Fuller Company | 1,612,840 | $83.2B | 608.04% | |
| 77 | ENVUSDEnvestnet, Inc. | 1,175,165 | $81.8B | 598.19% | |
| 78 | FRPTFreshpet Inc | 1,362,770 | $80.5B | 588.68% | |
| 79 | PFPTProofpoint, Inc. | 677,255 | $77.7B | 568.28% | |
| 80 | VRSKVerisk Analytics Inc | 509,965 | $76.2B | 556.75% | |
| 81 | FLOFlowers Foods, Inc. | 3,374,425 | $73.4B | 536.29% | |
| 82 | CBUCommunity Bank System, Inc. | 1,019,280 | $72.3B | 528.60% | |
| 83 | SRCLStericycle, Inc. | 1,128,435 | $72.0B | 526.39% | |
| 84 | IOSPInnospec Inc. | 664,645 | $68.8B | 502.60% | |
| 85 | MGPIMGP Ingredients, Inc. | 1,406,420 | $68.1B | 498.14% | |
| 86 | SXIStandex International Corporat | 812,330 | $64.5B | 471.22% | |
| 87 | DHRB&G Foods, Inc. | 3,312,945 | $59.4B | 434.25% | |
| 88 | ELFe.l.f. Beauty, Inc. | 3,644,615 | $58.8B | 429.77% | |
| 89 | EYENational Vision Holdings, Inc. | 1,741,215 | $56.5B | 412.81% | |
| 90 | CVBFCVB Financial Corp. | 2,594,540 | $56.0B | 409.31% | |
| 91 | BLBlackLine, Inc. | 1,085,870 | $56.0B | 409.29% | |
| 92 | AFWAlign Technology, Inc. | 194,235 | $54.2B | 396.22% | |
| 93 | NVSTEnvista Holdings Corp. | 1,813,805 | $53.8B | 393.02% | |
| 94 | TRSTriMas Corporation | 1,623,925 | $51.0B | 372.88% | |
| 95 | JRVRJames River Group Holdings Ltd | 1,228,220 | $50.6B | 370.02% | |
| 96 | INSPInspire Medical Systems, Inc. | 662,965 | $49.2B | 359.67% | |
| 97 | AKXANSYS, Inc. | 180,505 | $46.5B | 339.67% | |
| 98 | MORNMorningstar, Inc. | 306,695 | $46.4B | 339.25% | |
| 99 | WASHWashington Trust Bancorp, Inc. | 855,050 | $46.0B | 336.23% | |
| 100 | —Bryn Mawr Bank Corporation | 1,094,710 | $45.1B | 330.04% |
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