Clarkston Capital Partners LLC

Long Only Manager • Value

Clarkston Capital Partners LLC is a Value-focused institution based in Rochester, MI led by Jeffrey Anthony Hakala, reporting $6.8B in AUM as of Q3 2025 with POST as the largest holding (7% allocation).

CEOJeffrey Anthony Hakala

Portfolio Value: $4.6B
Positions: 156
Top Holding: POST at 6.73%
Last Reported: Q3 2025

Address303 East Third St, Suite 110, Rochester, MI, 48307, United States

Top Holdings

Largest long holdings in Clarkston Capital Partners LLC's portfolio (42.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Post Holdings POST	Packaged Foods Consumer Defensive	$312.1M	6.73%	-$15.0M Sold	5.35% 2.9M shares	Q4 2013 Held for 11y 11m
2 Affiliated Managers Group AMG	Asset Management Financial Services	$293.8M	6.33%	-$48.4M Sold	4.34% 1.2M shares	Q4 2018 Held for 6y 11m
3 Clarivate CLVT	Information Technology Services Technology	$255.5M	5.51%	-$12.7M Sold	9.92% 66.7M shares	Q1 2022 Held for 3y 8m
4 Avantor AVTR	Chemicals - Specialty Basic Materials	$187.5M	4.04%	+$13.0M Bought	2.20% 15.0M shares	Q1 2023 Held for 2y 8m
5 LPL Financial Holdings LPLA	Financial - Capital Markets Financial Services	$165.9M	3.57%	-$33.3M Sold	0.62% 498.6K shares	Q3 2015 Held for 10y 2m
6 Willis Towers Watson WTW	Insurance - Brokers Financial Services	$155.4M	3.35%	-$7.6M Sold	0.46% 449.8K shares	≤ Q2 2013 Held for 12y 5m+
7 Molson Coors Beverage Company TAP	Beverages - Alcoholic Consumer Defensive	$152.2M	3.28%	-$10.8M Sold	1.70% 3.4M shares	Q4 2018 Held for 6y 11m
8 Lamb Weston LW	Packaged Foods Consumer Defensive	$146.1M	3.15%	-$51.8M Sold	1.81% 2.5M shares	Q1 2022 Held for 3y 8m
9 US Foods USFD	Food Distribution Consumer Defensive	$145.2M	3.13%	-$62.3M Sold	0.84% 1.9M shares	Q1 2020 Held for 5y 8m
10 C.H. Robinson Worldwide CHRW	Integrated Freight & Logistics Industrials	$143.5M	3.09%	-$44.1M Sold	0.92% 1.1M shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Clarkston Capital Partners LLC's latest filing

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Market Value

$4.6B

Prior: $4.7B

Q/Q Change

-1.46%

-$69.0M

Net Flows % of MV

-4.54%

Turnover Ratio

9.33%

New Purchases

8 stocks

$173.9M

Added To

45 stocks

+$151.2M

Sold Out Of

5 stocks

$86.1M

Reduced Holdings

45 stocks

-$449.8M

Increased Positions

Position	Shares Δ	Change
1 CCC CCC Intelligent Solutions Holdings Inc. CCC	New	0 → 8.1M +$73.8M
2 Primo Brands PRMB	New	0 → 2.3M +$50.3M
3 BellRing Brands BRBR	New	0 → 945.9K +$34.4M
4 Workday, Inc. WDAY	New	0 → 37.7K +$9.1M
5 Schwab Fundamental U.S. Large Company FNDX	New	0 → 216.5K +$5.7M

Decreased Positions

Position	Shares Δ	Change
1 CCC Intelligent Solutions Holdings Inc. CCCS	Sold	8.4M → 0 −$79.2M
2 Leslie's, Inc. LESL	Sold	701.9K → 0 −$5.9M
3 Palantir Technologies Inc. PLTR	Sold	4.8K → 0 −$655.7K
4 W.W. Grainger GWW	Sold	200.0 → 0 −$208.0K
5 Target TGT	Sold	2.1K → 0 −$207.2K

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Analytics

Portfolio insights and performance metrics for Clarkston Capital Partners LLC

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Sector Allocation

Consumer Defensive

22.10%

Financial Services

20.60%

Industrials

16.00%

Healthcare

11.90%

Technology

9.70%

Communication Services

5.60%

Basic Materials

4.30%

Consumer Cyclical

3.00%

ETF

0.90%

Real Estate

0.70%

Energy

0.40%

Utilities

0.20%

Market Cap Distribution

Mega Cap (> $200B)

7.70%

Large Cap ($10B - $200B)

40.20%

Mid Cap ($2B - $10B)

42.04%

Small Cap ($300M - $2B)

5.35%

Micro Cap ($50M - $300M)

0.00%

Nano Cap (< $50M)

0.74%

N/A (ETF or Unknown)

3.97%

Portfolio Concentration

Top 10 Holdings %

42.17%

Top 20 Holdings %

63.97%

Top 50 Holdings %

91.61%

Top 100 Holdings %

99.18%