Champlain Investment Partners, LLC
Reported holdings as of Q2 2026, from 31 quarterly filings.
This filer last reported in Q2 2026; the most recent quarter on file across all filers is Q3 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.
Holdings
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| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| NUTANIX INC | NTNX | $103.7M | 2,034,277 | +0.73pp | 20q | -49.3%-$100.7M | |
| EVERPURE INC | P | $90.1M | 1,143,316 | +0.76pp | 31q | -45.1%-$73.9M | |
| ESAB CORPORATION | ESAB | $74.6M | 756,078 | +0.32pp | 10q | -42.1%-$54.1M | |
| PENUMBRA INC | PEN | $69.2M | 219,032 | -0.27pp | 31q | -55.4%-$86.0M | |
| WYNDHAM HOTELS & RESORTS INC | WH | $59.9M | 711,343 | +0.12pp | 5q | -48.4%-$56.1M | |
| SPROUTS FMRS MKT INC | SFM | $59.1M | 698,367 | +0.36pp | 3q | -40.9%-$40.9M | |
| CULLEN FROST BANKERS INC | CFR | $58.7M | 379,610 | +0.02pp | 31q | -55.6%-$73.5M | |
| OKTA INC | OKTA | $56.4M | 412,985 | +0.11pp | 31q | -69.2%-$126.6M | |
| COMMERCE BANCSHARES INC | CBSH | $56.1M | 971,864 | +0.03pp | 3q | -57.1%-$74.7M | |
| MSA SAFETY INC | MSA | $55.9M | 320,243 | +0.10pp | 31q | -50.1%-$56.2M | |
| CAVA GROUP INC | CAVA | $55.0M | 701,117 | -0.02pp | 6q | -49.8%-$54.6M | |
| SYNOPSYS INC | SNPS | $54.1M | 121,225 | -0.55pp | 31q | -68.5%-$117.6M | |
| FLOOR & DECOR HLDGS INC | FND | $53.6M | 903,527 | -0.09pp | 3q | -60.3%-$81.3M | |
| NOVANTA INC | NOVT | $52.9M | 326,007 | +0.77pp | 18q | -16.9%-$10.7M | |
| COMMVAULT SYS INC | CVLT | $48.4M | 341,569 | +0.86pp | 6q | -12.7%-$7.1M | |
| SPX TECHNOLOGIES INC | SPXC | $47.6M | 194,289 | +0.64pp | 6q | -15.4%-$8.7M | |
| EOG RES INC | EOG | $46.7M | 360,035 | -0.74pp | 2q | -66.0%-$90.8M | |
| AAON INC | AAON | $45.9M | 361,641 | -0.50pp | 5q | -77.4%-$157.4M | |
| SIMPSON MFG INC | SSD | $45.0M | 214,765 | +0.60pp | 8q | -15.6%-$8.3M | |
| TEXAS PACIFIC LAND CORPORATI | TPL | $43.6M | 99,600 | -0.40pp | 2q | -60.6%-$67.1M | |
| REPLIGEN CORP | RGEN | $43.5M | 318,955 | +0.08pp | 16q | -54.0%-$51.2M | |
| TRADEWEB MKTS INC | TW | $43.3M | 434,812 | -1.08pp | 27q | -70.4%-$103.1M | |
| VEEVA SYS INC | VEEV | $43.3M | 244,074 | -0.53pp | 31q | -66.9%-$87.7M | |
| FASTENAL CO | FAST | $42.8M | 891,285 | -0.61pp | 7q | -69.3%-$96.5M | |
| WINGSTOP INC | WING | $42.6M | 245,379 | +0.02pp | 7q | -54.9%-$51.9M | |
| IDEX CORP | IEX | $40.5M | 178,539 | -0.50pp | 31q | -72.1%-$104.8M | |
| RAMBUS INC DEL | RMBS | $39.7M | 299,368 | +0.63pp | 2q | -16.2%-$7.7M | |
| CSW INDUSTRIALS INC | CSW | $38.5M | 138,500 | +0.45pp | 6q | -14.9%-$6.7M | |
| GLAUKOS CORP | GKOS | $38.5M | 275,171 | +0.55pp | 5q | -13.7%-$6.1M | |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | $38.3M | 141,003 | +0.44pp | 2q | -69.4%-$86.9M | |
| WW GRAINGER INC | GWW | $37.9M | 27,848 | -0.39pp | 8q | -71.8%-$96.3M | |
| SKYWARD SPECIALTY INS GROUP | SKWD | $37.7M | 645,526 | +0.54pp | 12q | -15.6%-$7.0M | |
| MATADOR RES CO | MTDR | $37.0M | 742,683 | +0.35pp | 2q | HELD | |
| RUBRIK INC. | RBRK | $36.6M | 456,286 | +0.16pp | 2q | -63.8%-$64.5M | |
| TOAST INC | TOST | $36.6M | 1,313,974 | -0.09pp | 16q | -57.2%-$48.8M | |
| PALO ALTO NETWORKS INC | PANW | $36.4M | 106,814 | +0.17pp | 31q | -71.5%-$91.4M | |
| RB GLOBAL INC | RBA | $36.3M | 311,819 | +0.48pp | 13q | -15.5%-$6.7M | |
| CARLISLE COS INC | CSL | $36.3M | 99,985 | -0.41pp | 4q | -68.5%-$78.7M | |
| AXON ENTERPRISE INC | AXON | $36.2M | 64,605 | -0.10pp | 11q | -66.2%-$71.0M | |
| ARCH CAP GROUP LTD | ACGL | $36.0M | 370,745 | -0.61pp | 6q | -70.6%-$86.5M | |
| KINSALE CAP GROUP INC | KNSL | $35.3M | 106,995 | -0.02pp | 11q | -50.2%-$35.6M | |
| PALOMAR HLDGS INC | PLMR | $34.4M | 272,480 | +0.39pp | 28q | -16.7%-$6.9M | |
| FIRST FINL BANKSHARES INC | FFIN | $33.8M | 976,430 | +0.43pp | 14q | -16.8%-$6.8M | |
| KADANT INC | KAI | $33.7M | 107,316 | +0.39pp | 9q | -16.9%-$6.8M | |
| VERICEL CORP | VCEL | $33.6M | 755,828 | +0.53pp | 7q | -7.3%-$2.6M | |
| AMETEK INC | AME | $33.5M | 138,498 | -0.30pp | 31q | -67.4%-$69.4M | |
| CACTUS INC | WHD | $32.5M | 633,419 | +0.45pp | 2q | -2.0%-$669.6K | |
| VALVOLINE INC | VVV | $32.3M | 817,494 | +0.40pp | 7q | -18.7%-$7.4M | |
| BRINKER INTL INC | EAT | $31.8M | 189,256 | +0.53pp | 3q | +18.5%+$5.0M | |
| CELSIUS HLDGS INC | CELH | $31.7M | 1,083,689 | -0.25pp | 7q | -54.4%-$37.8M | |
| WATERS CORP | WAT | $31.7M | 84,440 | -0.24pp | 31q | -69.8%-$73.3M | |
| STANDEX INTL CORP | SXI | $31.5M | 88,037 | +0.26pp | 31q | -47.7%-$28.8M | |
| RALLIANT CORP | RAL | $31.5M | 427,551 | +0.48pp | 3q | -30.9%-$14.1M | |
| EDWARDS LIFESCIENCES CORP | EW | $31.4M | 346,640 | -0.24pp | 31q | -66.5%-$62.1M | |
| COOPER COS INC | COO | $30.9M | 431,025 | -0.66pp | 10q | -73.2%-$84.4M | |
| BIO-TECHNE CORP | TECH | $30.7M | 434,731 | -0.18pp | 31q | -70.1%-$72.0M | |
| SITIME CORP | SITM | $29.4M | 39,433 | +0.61pp | 2q | +17.5%+$4.4M | |
| RYAN SPECIALTY HOLDINGS INC | RYAN | $29.4M | 777,857 | -0.22pp | 14q | -65.7%-$56.3M | |
| WASTE CONNECTIONS INC | WCN | $28.2M | 169,105 | -0.42pp | 3q | -69.6%-$64.7M | |
| HOULIHAN LOKEY INC | HLI | $28.2M | 209,983 | -0.58pp | 6q | -70.7%-$68.1M | |
| STONEX GROUP INC | SNEX | $28.1M | 236,759 | +0.18pp | 7q | -55.2%-$34.6M | |
| MERIT MED SYS INC | MMSI | $28.0M | 403,922 | +0.47pp | 3q | +39.0%+$7.9M | |
| PJT PARTNERS INC | PJT | $27.6M | 183,009 | +0.33pp | 10q | -15.0%-$4.9M | |
| SENSIENT TECHNOLOGIES CORP | SXT | $27.4M | 222,369 | +0.42pp | 31q | -14.7%-$4.7M | |
| METTLER TOLEDO INTERNATIONAL | MTD | $26.9M | 21,081 | -0.43pp | 12q | -70.0%-$62.8M | |
| ATRICURE INC | ATRC | $26.3M | 938,567 | +0.32pp | 28q | -3.4%-$910.6K | |
| KARMAN HLDGS INC | KRMN | $26.0M | 520,814 | -0.18pp | 3q | -37.3%-$15.5M | |
| ENERPAC TOOL GROUP CORP | EPAC | $25.8M | 718,711 | +0.30pp | 12q | -8.8%-$2.5M | |
| MONGODB INC | MDB | $25.7M | 76,575 | -0.03pp | 14q | -65.7%-$49.2M | |
| MSCI INC | MSCI | $25.4M | 45,409 | -0.39pp | 8q | -70.2%-$59.8M | |
| XYLEM INC | XYL | $25.2M | 212,810 | -0.46pp | 14q | -70.9%-$61.3M | |
| CENTRAL BANCOMPANY | CBC | $25.0M | 822,018 | +0.22pp | 3q | -41.2%-$17.5M | |
| GERMAN AMERN BANCORP INC | GABC | $24.7M | 520,662 | +0.30pp | 31q | -16.9%-$5.0M | |
| BANCFIRST CORP | BANF | $24.7M | 222,347 | +0.33pp | 14q | HELD | |
| LPL FINL HLDGS INC | LPLA | $24.3M | 86,115 | +0.24pp | 2q | -14.8%-$4.2M | |
| SENTINELONE INC | S | $24.1M | 1,421,491 | +0.22pp | 8q | -41.7%-$17.3M | |
| AGILENT TECHNOLOGIES INC | A | $23.5M | 177,146 | -0.28pp | 10q | -71.0%-$57.5M | |
| RLI CORP | RLI | $23.1M | 391,712 | +0.26pp | 6q | -15.7%-$4.3M | |
| STERIS PLC | STE | $23.0M | 109,230 | -0.21pp | 21q | -61.6%-$36.9M | |
| GLOBUS MED INC | GMED | $23.0M | 290,878 | +0.21pp | 26q | -16.9%-$4.7M | |
| THE BALDWIN INSURANCE GRP IN | BWIN | $22.9M | 863,038 | +0.30pp | 22q | -16.6%-$4.6M | |
| BLOOM ENERGY CORP | BE | $22.4M | 74,021 | -0.15pp | 2q | -82.6%-$106.1M | |
| PROCEPT BIOROBOTICS CORP | PRCT | $22.2M | 981,381 | +0.21pp | 12q | -13.6%-$3.5M | |
| E L F BEAUTY INC | ELF | $22.1M | 298,368 | -0.43pp | 8q | -76.9%-$73.6M | |
| ZSCALER INC | ZS | $22.0M | 155,869 | -0.22pp | 26q | -64.5%-$40.0M | |
| CHEWY INC | CHWY | $21.9M | 1,114,540 | -0.38pp | 4q | -59.5%-$32.1M | |
| HEARTFLOW INC | HTFL | $21.5M | 733,607 | +0.38pp | 2q | +29.3%+$4.9M | |
| BRUKER CORP | BRKR | $21.4M | 355,746 | +0.27pp | 5q | -41.2%-$15.0M | |
| TERADYNE INC | TER | $21.0M | 43,474 | - | new | NEW | |
| AKAMAI TECHNOLOGIES INC | AKAM | $20.9M | 177,015 | -1.10pp | 19q | -84.3%-$112.1M | |
| VERALTO CORP | VLTO | $20.8M | 234,979 | -0.26pp | 7q | -66.8%-$42.0M | |
| STOCK YDS BANCORP INC | SYBT | $20.7M | 270,586 | +0.26pp | 31q | -16.0%-$4.0M | |
| NORDSON CORP | NDSN | $20.5M | 67,914 | -0.40pp | 31q | -75.3%-$62.5M | |
| AEROVIRONMENT INC | AVAV | $20.2M | 122,616 | -0.17pp | 2q | -58.4%-$28.5M | |
| EQT CORP | EQT | $19.8M | 371,955 | - | new | NEW | |
| DATADOG INC | DDOG | $19.6M | 75,304 | -0.55pp | 8q | -89.3%-$163.6M | |
| BROWN & BROWN INC | BRO | $19.0M | 295,680 | -0.31pp | 3q | -69.5%-$43.1M | |
| CARIS LIFE SCIENCES INC | CAI | $18.7M | 1,048,862 | +0.21pp | 3q | -13.2%-$2.8M | |
| ONESPAWORLD HOLDINGS LIMITED | OSW | $18.4M | 651,970 | +0.26pp | 6q | -12.6%-$2.6M | |
| SOLSTICE ADVANCED MATLS INC | SOLS | $18.3M | 206,786 | +0.22pp | 2q | -19.2%-$4.4M | |
| RBC BEARINGS INC | RBC | $18.3M | 28,428 | +0.23pp | 19q | -18.7%-$4.2M | |
| JBT MAREL CORPORATION | JBTM | $18.2M | 125,799 | +0.22pp | 31q | -17.0%-$3.7M | |
| WATTS WATER TECHNOLOGIES INC | WTS | $18.2M | 46,417 | +0.26pp | 8q | -15.3%-$3.3M | |
| DEXCOM INC | DXCM | $18.1M | 269,217 | - | new | NEW | |
| LINCOLN ELEC HLDGS INC | LECO | $17.4M | 65,679 | -0.24pp | 7q | -69.9%-$40.6M | |
| NVENT ELEC PLC | NVT | $17.4M | 102,477 | +0.01pp | 7q | -64.7%-$31.9M | |
| NICOLET BANKSHARES INC | NIC | $17.2M | 103,783 | +0.20pp | 2q | -17.3%-$3.6M | |
| GRACO INC | GGG | $17.0M | 224,252 | -0.38pp | 21q | -70.3%-$40.1M | |
| SNOWFLAKE INC | SNOW | $16.7M | 65,510 | - | new | NEW | |
| ALKAMI TECHNOLOGY INC | ALKT | $16.1M | 889,660 | +0.10pp | 7q | -44.5%-$12.9M | |
| TRANSCAT INC | TRNS | $15.9M | 171,266 | +0.22pp | 22q | -16.2%-$3.1M | |
| PLANET FITNESS MASTER ISSUER | PLNT | $15.6M | 298,541 | +0.02pp | 23q | -25.8%-$5.4M | |
| MARKETAXESS HLDGS INC | MKTX | $15.4M | 136,087 | -0.04pp | 3q | -35.2%-$8.4M | |
| AUTODESK INC | ADSK | $14.9M | 76,495 | -0.64pp | 15q | -77.2%-$50.2M | |
| BRAZE INC | BRZE | $14.7M | 679,048 | -0.02pp | 12q | -48.7%-$14.0M | |
| SI-BONE INC | SIBN | $14.6M | 896,462 | +0.24pp | 19q | +2.1%+$307.7K | |
| GITLAB INC | GTLB | $12.3M | 403,802 | -0.73pp | 6q | -89.4%-$104.0M | |
| KRATOS DEFENSE & SEC SOLUTIO | KTOS | $11.7M | 233,780 | +0.10pp | 2q | +6.1%+$667.0K | |
| TRACTOR SUPPLY CO | TSCO | $11.6M | 368,274 | -0.86pp | 2q | -81.7%-$52.0M | |
| IRHYTHM HOLDINGS INC | IRTC | $11.5M | 97,015 | - | new | NEW | |
| VERACYTE INC | VCYT | $10.4M | 177,930 | +0.15pp | 4q | -36.9%-$6.1M | |
| BRADY CORP | BRC | $10.3M | 112,146 | +0.13pp | 7q | -15.8%-$1.9M | |
| FIRST WATCH RESTAURANT GROUP | FWRG | $9.6M | 745,333 | +0.15pp | 9q | -2.6%-$252.6K | |
| SHAKE SHACK INC | SHAK | $8.3M | 147,347 | +0.02pp | 21q | -13.8%-$1.3M | |
| DOMINOS PIZZA INC | DPZ | $7.7M | 26,035 | -1.10pp | 8q | -90.9%-$76.8M | |
| MODINE MFG CO | MOD | $7.2M | 26,945 | -0.13pp | 6q | -76.7%-$23.7M | |
| LINCOLN INTL INC | LCLN | $6.7M | 279,964 | - | new | NEW | |
| NATERA INC | NTRA | $6.5M | 23,830 | - | new | NEW | |
| SERVICENOW INC | NOW | $360.9K | 3,635 | +0.01pp | 5q | +27.5%+$77.9K |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Industrials | $575.6M | 14.8% |
| Software & IT Services | $545.5M | 14.0% |
| Medical Devices | $414.0M | 10.6% |
| Retail & Consumer | $336.3M | 8.6% |
| Banks & Lending | $260.8M | 6.7% |
| Insurance | $237.8M | 6.1% |
| Biotech & Pharma | $211.4M | 5.4% |
| Semiconductors & Electronics | $182.8M | 4.7% |
| Capital Markets | $166.9M | 4.3% |
| Chemicals | $142.6M | 3.7% |
| Business Services | $142.6M | 3.7% |
| Energy | $135.8M | 3.5% |
| Other sectors | $533.0M | 13.7% |
| Not classified | $6.7M | 0.2% |
What the disclosed book did
This is not the fund's return. A 13F shows long US equity positions only, so shorts, bonds, foreign listings, private holdings and cash are all invisible here. What this measures is the quarter's change in value of the positions this manager disclosed, had they been left untouched - the return a reader following the filing would have earned.
| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +15.1% | +14.8% | +0.2% | 100% |
| Q1 2026 | -9.7% | -4.6% | -5.1% | 98% |
| Q4 2025 | -1.0% | +2.4% | -3.3% | 100% |
| Q3 2025 | -1.5% | +7.8% | -9.3% | 100% |
| Q2 2025 | +7.7% | +10.5% | -2.8% | 100% |
| Q1 2025 | -6.1% | -4.6% | -1.6% | 100% |
| Q4 2024 | +2.5% | +2.1% | +0.3% | 100% |
| Q3 2024 | +5.1% | +5.4% | -0.3% | 100% |
Market is SPY over the same two quarter ends, priced the same way as everything else here - the median across every filer reporting it. It is a large-cap US proxy, so a manager holding small caps or biotech will beat or trail it for reasons that are not skill. Prices are quarter-end to quarter-end and say nothing about the path in between, or about trades opened and closed inside a quarter.
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $3.9B | 129 | 7 | 7 | 113 | 8 | 17.6% | 43 |
| Q1 2026 | $7.9B | 130 | 19 | 29 | 82 | 17 | 18.3% | 43 |
| Q4 2025 | $9.9B | 128 | 12 | 18 | 97 | 19 | 16.7% | 44 |
| Q3 2025 | $13.3B | 135 | 7 | 33 | 90 | 7 | 18.4% | 43 |
| Q2 2025 | $14.3B | 135 | 7 | 53 | 74 | 11 | 18.0% | 43 |
| Q1 2025 | $13.8B | 139 | 17 | 37 | 83 | 11 | 17.0% | 44 |
| Q4 2024 | $15.8B | 133 | 16 | 29 | 86 | 7 | 19.3% | 44 |
| Q3 2024 | $16.5B | 124 | 11 | 32 | 78 | 9 | 19.6% | 43 |
| Q2 2024 | $16.3B | 122 | 4 | 45 | 52 | 8 | 20.5% | 45 |
| Q1 2024 | $17.5B | 126 | 8 | 47 | 68 | 7 | 21.8% | 43 |
| Q4 2023 | $16.9B | 125 | 5 | 46 | 71 | 6 | 21.0% | 44 |
| Q3 2023 | $15.4B | 126 | 8 | 50 | 29 | 3 | 21.6% | 44 |
| Q2 2023 | $16.2B | 121 | 4 | 46 | 43 | 12 | 21.0% | 42 |
| Q1 2023 | $15.9B | 129 | 9 | 36 | 82 | 12 | 20.1% | 42 |
| Q4 2022 | $15.6B | 132 | 5 | 26 | 89 | 3 | 19.7% | 44 |
| Q3 2022 | $14.6B | 130 | 3 | 37 | 87 | 8 | 19.1% | 45 |
| Q2 2022 | $15.5B | 135 | 6 | 46 | 81 | 12 | 19.9% | 43 |
| Q1 2022 | $19.3B | 141 | 4 | 67 | 62 | 8 | 19.1% | 42 |
| Q4 2021 | $22.1B | 145 | 7 | 48 | 56 | 6 | 18.2% | 41 |
| Q3 2021 | $20.9B | 144 | 8 | 69 | 59 | 3 | 18.0% | 43 |
| Q2 2021 | $21.0B | 139 | 8 | 51 | 36 | 5 | 18.1% | 43 |
| Q1 2021 | $19.2B | 136 | 19 | 85 | 27 | 5 | 18.4% | 43 |
| Q4 2020 | $17.4B | 122 | 5 | 71 | 44 | 9 | 20.4% | 43 |
| Q3 2020 | $14.7B | 126 | 8 | 69 | 37 | 3 | 19.5% | 44 |
| Q2 2020 | $13.9B | 121 | 7 | 47 | 59 | 5 | 20.4% | 44 |
| Q1 2020 | $11.1B | 119 | 9 | 80 | 20 | 9 | 20.0% | 44 |
| Q4 2019 | $13.7B | 119 | 6 | 76 | 19 | 6 | 18.9% | 44 |
| Q3 2019 | $12.2B | 119 | 9 | 77 | 30 | 7 | 19.5% | 45 |
| Q2 2019 | $11.9B | 117 | 2 | 86 | 24 | 5 | 18.3% | 44 |
| Q1 2019 | $11.5B | 120 | 3 | 85 | 23 | 2 | 18.2% | 44 |
| Q4 2018 | $9.8B | 119 | 0 | 0 | 0 | 0 | 19.0% | 44 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.