HoldingsChannel.com
Clarkston Capital Partners LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
WESTERN UN CO 11,191,999 -66,016 $259,318
     WU11,191,999-66,016$259,318
STERICYCLE INC 4,416,358 +342,584 $224,925
     SRCL4,416,358+342,584$224,925
WILLIS TOWERS WATSON PUB LTD 1,059,207 -9,400 $204,395
     WLTW1,059,207-9,400$204,395
NIELSEN HLDGS PLC 8,899,089 +2,166,062 $189,105
     NLSN8,899,089+2,166,062$189,105
LEGG MASON INC 4,635,997 -24,863 $177,048
     LM4,635,997-24,863$177,048
BROWN & BROWN INC 3,860,346 -532,018 $139,204
     BRO3,860,346-532,018$139,204
MOLSON COORS BREWING CO 2,222,636 +681,766 $127,801
     TAP2,222,636+681,766$127,801
AFFILIATED MANAGERS GROUP IN 1,503,706 +305,521 $125,333
     AMG1,503,706+305,521$125,333
CDK GLOBAL INC 2,555,506 +885,406 $122,894
     CDK2,555,506+885,406$122,894
LPL FINL HLDGS INC 1,354,042 -17,143 $110,896
     LPLA1,354,042-17,143$110,896
C H ROBINSON WORLDWIDE INC 1,066,369 +3,973 $90,406
     CHRW1,066,369+3,973$90,406
BROADRIDGE FINL SOLUTIONS IN 629,090 -1,310 $78,277
     BR629,090-1,310$78,277
WILEY JOHN & SONS INC      $73,983
     JW.A1,683,734+156,615$73,983
HILLENBRAND INC 2,381,545 +1,386,935 $73,542
     HI2,381,545+1,386,935$73,542
ACTUANT CORP 3,208,074 +6,259 $70,385
     ATU3,208,074+6,259$70,385
LANDSTAR SYS INC 600,938 -2,716 $67,653
     LSTR600,938-2,716$67,653
POST HLDGS INC 584,735 +36,220 $61,888
     POST584,735+36,220$61,888
PROCTER & GAMBLE CO 493,566 -8,583 $61,389
     PG493,566-8,583$61,389
ARTISAN PARTNERS ASSET MGMT 2,129,309 -4,526 $60,131
     APAM2,129,309-4,526$60,131
CHANGE HEALTHCARE INC 4,817,800 +4,817,800 $58,199
     CHNG4,817,800+4,817,800$58,199
MATTHEWS INTL CORP 1,566,502 +106,541 $55,438
     MATW1,566,502+106,541$55,438
WATERS CORP 246,033 -1,962 $54,921
     WAT246,033-1,962$54,921
ANHEUSER BUSCH INBEV SA NV 528,798 -6,040 $50,315
     BUD528,798-6,040$50,315
MARKEL CORP 41,870 -172 $49,486
     MKL41,870-172$49,486
GENERAL ELECTRIC CO 5,512,922 +437,420 $49,285
     GE5,512,922+437,420$49,285
SYSCO CORP 581,612 -2,678 $46,180
     SYY581,612-2,678$46,180
PEPSICO INC 298,792 -3,674 $40,964
     PEP298,792-3,674$40,964
INTERNATIONAL BUSINESS MACHS 251,190 -377 $36,528
     IBM251,190-377$36,528
AMERICAN EXPRESS CO 306,127 -2,655 $36,208
     AXP306,127-2,655$36,208
JOHNSON & JOHNSON 245,231 -1,574 $31,727
     JNJ245,231-1,574$31,727
MICROSOFT CORP 215,004 -1,653 $29,891
     MSFT215,004-1,653$29,891
DIAGEO P L C 181,008 -1,320 $29,598
     DEO181,008-1,320$29,598
UNITED PARCEL SERVICE INC 224,858 -655 $26,942
     UPS224,858-655$26,942
THE CHARLES SCHWAB CORPORATI 625,029 +145,900 $26,144
     SCHW625,029+145,900$26,144
US BANCORP DEL 457,216 +435 $25,302
     USB457,216+435$25,302
CAPITAL ONE FINL CORP 270,127 +1,400 $24,576
     COF270,127+1,400$24,576
MID AMER APT CMNTYS INC 180,000 +180,000 $23,401
     MAA180,000+180,000$23,401
GRACO INC 490,498 -4,465 $22,582
     GGG490,498-4,465$22,582
IAA INC 538,668 -3,077 $22,478
     IAA538,668-3,077$22,478
CISCO SYS INC 407,180 -328,850 $20,118
     CSCO407,180-328,850$20,118
PAYCHEX INC 205,058 -5,570 $16,972
     PAYX205,058-5,570$16,972
FEDEX CORP 116,100 +116,100 $16,900
     FDX116,100+116,100$16,900
MASTERCARD INC 56,381 -655 $15,311
     MA56,381-655$15,311
AMERISOURCEBERGEN CORP 116,385 -255 $9,581
     ABC116,385-255$9,581
3M CO 49,614 +3,935 $8,156
     MMM49,614+3,935$8,156
DISNEY WALT CO 61,077 -810 $7,959
     DIS61,077-810$7,959
MCKESSON CORP 56,850 +45 $7,769
     MCK56,850+45$7,769
BAIDU INC      $5,691
     Call46,000+46,000$4,726
     BIDU9,400UNCH$965
LKQ CORP 118,165 UNCH $3,716
     LKQ118,165UNCH$3,716
ENTERPRISE PRODS PARTNERS L 120,000 +120,000 $3,429
     EPD120,000+120,000$3,429

See Full List: All Stocks Held By Clarkston Capital Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Clarkston Capital Partners LLC

Size ($ in 1000's)
At 09/30/2019: $3,214,115
At 06/30/2019: $2,926,157

Clarkston Capital Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Clarkston Capital Partners LLC 13F filings. Link to 13F filings: SEC filings

Clarkston Capital Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.