13F
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Clarkston Capital Partners, LLC

13F equity value
$1.3B
Positions
98
Top 10 concentration
48.7%
Quarters / total new picks
28 / 225
13F equity value over time
$0M$3B$6B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 28 quarters, returned +2.2% per quarter — versus +2.6% per quarter from simply owning every 13F stock. It beat that baseline in only 42.9% of quarters (excess t = -0.20, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-0.6%
t-stat
-0.20
Quarterly win rate
43%
Annualized excess
-1.0%
$1 → follow vs universe
$1.68 vs $1.79
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920181231: universe 0.94920190331: universe 0.93220190630: universe 1.00220191231: universe 0.80820200331: universe 0.97420200630: universe 1.07620200930: universe 1.32020201231: universe 1.38120210331: universe 1.39320210630: universe 1.50420210930: universe 1.35020211231: universe 1.14920220331: universe 1.23420220630: universe 1.14320221231: universe 1.06220230331: universe 1.11820230930: universe 1.27020231231: universe 1.32620240331: universe 1.35620240630: universe 1.47920240930: universe 1.46720241231: universe 1.36920250331: universe 1.49220250630: universe 1.53920250930: universe 1.73120251231: universe 1.791 20180331: follow 1.08420180630: follow 0.99820181231: follow 0.81420190331: follow 0.81920190630: follow 0.79520191231: follow 0.82920200331: follow 0.96720200630: follow 1.01920200930: follow 1.08420201231: follow 1.19020210331: follow 1.24120210630: follow 1.24120210930: follow 1.19720211231: follow 1.17620220331: follow 1.21120220630: follow 1.25820221231: follow 1.20220230331: follow 1.43820230930: follow 1.67220231231: follow 1.73320240331: follow 1.81720240630: follow 1.67320240930: follow 1.60720241231: follow 1.48620250331: follow 1.58920250630: follow 1.56920250930: follow 1.65420251231: follow 1.675 0.73 1.35 1.96 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 98 · 2026 Q1

Ticker Value Weight QoQ
POST $118M
9.0%
TRIM
CLVT $108M
8.3%
TRIM
AMG $87M
6.6%
TRIM
AVTR $68M
5.2%
TRIM
CCC $57M
4.4%
TRIM
LKQ $45M
3.5%
TRIM
LW $42M
3.2%
TRIM
GFL $39M
3.0%
TRIM
MIDD $38M
2.9%
TRIM
IT $36M
2.8%
ADD
WLY $36M
2.7%
TRIM
HSIC $36M
2.7%
TRIM
ROP $33M
2.5%
ADD
NVST $30M
2.3%
TRIM
LPLA $29M
2.2%
TRIM
TAP $29M
2.2%
TRIM
BRO $27M
2.1%
TRIM
USFD $27M
2.0%
TRIM
PRMB $25M
1.9%
TRIM
ENR $23M
1.8%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

ALCCRMEFXJAAANICNOWRYANVNLAWAYZTS

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.