HoldingsChannel.com
Clarkston Capital Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
NIELSEN HLDGS PLC 17,825,064 +5,133,742 $223,526
     NLSN17,825,064+5,133,742$223,526
STERICYCLE INC 4,085,647 +147,112 $198,481
     SRCL4,085,647+147,112$198,481
WILLIS TOWERS WATSON PLC LTD 1,087,552 +15,412 $184,721
     WLTW1,087,552+15,412$184,721
MOLSON COORS BEVERAGE CO 4,154,363 +1,763,059 $162,062
     TAP4,154,363+1,763,059$162,062
WESTERN UN CO 8,633,265 +108,720 $156,521
     WU8,633,265+108,720$156,521
CHANGE HEALTHCARE INC 15,000,334 +15,000,334 $149,853
     CHNGV15,000,334+15,000,334$149,853
CDK GLOBAL INC 4,374,093 +1,764,387 $143,689
     CDK4,374,093+1,764,387$143,689
SYSCO CORP 3,002,203 +2,438,123 $136,991
     SYY3,002,203+2,438,123$136,991
BROWN & BROWN INC 3,709,463 -197,904 $134,357
     BRO3,709,463-197,904$134,357
LPL FINL HLDGS INC 2,176,889 +806,137 $118,488
     LPLA2,176,889+806,137$118,488
FRANKLIN RESOURCES INC 6,906,835 +6,906,835 $115,275
     BEN6,906,835+6,906,835$115,275
AFFILIATED MANAGERS GROUP IN 1,944,464 +403,183 $114,996
     AMG1,944,464+403,183$114,996
HILLENBRAND INC 5,735,075 +3,157,845 $109,597
     HI5,735,075+3,157,845$109,597
WILEY JOHN & SONS INC      $83,625
     JW.A2,230,590+516,548$83,625
POST HLDGS INC 1,005,375 +410,767 $83,416
     POST1,005,375+410,767$83,416
C H ROBINSON WORLDWIDE INC 1,210,756 +93,359 $80,152
     CHRW1,210,756+93,359$80,152
ENERPAC TOOL GROUP CORP 4,182,304 +900,147 $69,217
     EPAC4,182,304+900,147$69,217
SABRE CORP 11,633,875 +11,536,247 $68,989
     SABR11,633,875+11,536,247$68,989
ANHEUSER BUSCH INBEV SA NV 1,500,976 +952,705 $66,223
     BUD1,500,976+952,705$66,223
ARTISAN PARTNERS ASSET MGMT 3,038,816 +889,732 $65,304
     APAM3,038,816+889,732$65,304
FEDEX CORP 538,229 +419,487 $65,266
     FDX538,229+419,487$65,266
BROADRIDGE FINL SOLUTIONS IN 500,099 -133,772 $47,424
     BR500,099-133,772$47,424
LANDSTAR SYS INC 484,760 -120,815 $46,469
     LSTR484,760-120,815$46,469
WATERS CORP 235,025 -14,152 $42,786
     WAT235,025-14,152$42,786
GENERAL ELECTRIC CO 5,339,823 -104,115 $42,398
     GE5,339,823-104,115$42,398
MATTHEWS INTL CORP 1,537,853 -54,104 $37,201
     MATW1,537,853-54,104$37,201
AMERICAN EXPRESS CO 386,411 +82,189 $33,081
     AXP386,411+82,189$33,081
SCHWAB CHARLES CORP 872,288 +242,909 $29,326
     SCHW872,288+242,909$29,326
MICROSOFT CORP 178,128 -30,825 $28,092
     MSFT178,128-30,825$28,092
PEPSICO INC 205,417 -89,370 $24,671
     PEP205,417-89,370$24,671
DIAGEO P L C 175,731 -3,225 $22,339
     DEO175,731-3,225$22,339
UNITED PARCEL SERVICE INC 230,176 +7,250 $21,503
     UPS230,176+7,250$21,503
US FOODS HLDG CORP 1,086,303 +1,086,303 $19,238
     USFD1,086,303+1,086,303$19,238
CAPITAL ONE FINL CORP 380,833 +113,314 $19,202
     COF380,833+113,314$19,202
MID AMER APT CMNTYS INC 180,000 UNCH $18,545
     MAA180,000UNCH$18,545
US BANCORP DEL 463,562 +7,055 $15,970
     USB463,562+7,055$15,970
PROCTER & GAMBLE CO 122,636 -358,082 $13,490
     PG122,636-358,082$13,490
US ECOLOGY INC 435,221 +435,221 $13,231
     ECOL435,221+435,221$13,231
MASTERCARD INC 54,360 -1,631 $13,131
     MA54,360-1,631$13,131
PAYCHEX INC 183,330 -13,485 $11,535
     PAYX183,330-13,485$11,535
3M CO 61,201 +7,360 $8,354
     MMM61,201+7,360$8,354
DISNEY WALT CO 82,456 +22,098 $7,965
     DIS82,456+22,098$7,965
MCKESSON CORP 52,905 -3,335 $7,156
     MCK52,905-3,335$7,156
CISCO SYS INC 80,450 -325,590 $3,162
     CSCO80,450-325,590$3,162
BAIDU INC      $2,660
     Call17,000-29,000$1,713
     BIDU9,400UNCH$947
VANGUARD INDEX FDS (VOO) 10,400 -861 $2,463
     VOO10,400-861$2,463
MACKINAC FINL CORP 229,777 +19,769 $2,401
     MFNC229,777+19,769$2,401
APPLE INC 7,268 +251 $1,848
     AAPL7,268+251$1,848
ENTERPRISE PRODS PARTNERS L 120,000 UNCH $1,716
     EPD120,000UNCH$1,716
VANGUARD WORLD FD (MGC) 18,496 +493 $1,682
     MGC18,496+493$1,682

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 03/31/2020: $3,091,250
At 12/31/2019: $3,400,200

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

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