Champlain Investment Partners, LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$9.9B

Total Positions

128

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

PEN1.89%

NTNX1.79%

ESAB1.72%

MSA1.72%

CFLT1.68%

RGEN1.67%

WING1.64%

GTLB1.55%

CFR1.50%

EW1.50%

Other20.62%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

PSTG28Q held

Pure Storage Inc

Avg $22.09 · $66.7M est. P&L

Est. P&L

+206.92%

SXI28Q held

STANDEX INTL CORP

Avg $85.16 · $31.8M est. P&L

Est. P&L

+160.63%

AME28Q held

AMETEK Inc

Avg $80.94 · $77.8M est. P&L

Est. P&L

+155.80%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 128 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
PEN Penumbra Inc	601,804	$187.1M	1.9%	—	$201.58	+55.90%	28 qtrs	Decreased 0
NTNX Nutanix Inc	3.4M	$176.3M	1.8%	—	$40.42	+28.54%	18 qtrs	Decreased 0
ESAB Esab Corp	1.5M	$170.1M	1.7%	—	$108.95	+3.86%	8 qtrs	Decreased 0
MSA MSA Safety Inc	1.1M	$169.9M	1.7%	—	$145.85	+11.18%	28 qtrs	Decreased 0
CFLT Confluent Inc	5.5M	$166M	1.7%	—	$25.78	+16.86%	8 qtrs	Decreased 0
RGEN Repligen Corp	1M	$164.5M	1.7%	—	$154.94	+7.52%	14 qtrs	Decreased 0
WING Wingstop Inc	678,213	$161.7M	1.6%	—	$264.18	-9.03%	5 qtrs	Decreased 0
GTLB Gitlab Inc	4.1M	$153.5M	1.6%	—	$46.09	-17.21%	4 qtrs	Decreased 0
CFR Cullen/Frost Bankers Inc	1.2M	$147.9M	1.5%	—	$92.11	+39.25%	28 qtrs	Decreased 0
EW Edwards Lifesciences Corp	1.7M	$147.8M	1.5%	—	$70.14	+22.90%	28 qtrs	Decreased 0
IEX IDEX Corp	830,647	$147.8M	1.5%	—	$182.80	-2.28%	28 qtrs	Decreased 0
COO Cooper Cos Inc/The	1.8M	$145M	1.5%	—	$97.27	-15.21%	8 qtrs	Decreased 0
MSCI MSCI Inc	248,924	$142.8M	1.4%	—	$563.29	+2.96%	6 qtrs	Decreased 0
HLNE Hamilton Lane Inc	1.1M	$142.5M	1.4%	—	$143.16	-5.12%	4 qtrs	Decreased 0
MTD Mettler-Toledo International Inc	101,191	$141.1M	1.4%	—	$1,129.30	+25.24%	10 qtrs	Decreased 0
EXAS EXACT SCIENCES CORP	1.4M	$137.4M	1.4%	—	$68.50	+48.77%	9 qtrs	Decreased 0
WH Wyndham Hotels & Resorts Inc	1.8M	$134M	1.4%	—	$80.61	-4.99%	3 qtrs	Decreased 0
DPZ Domino's Pizza Inc	318,654	$132.8M	1.3%	—	$425.63	-0.87%	6 qtrs	Increased 50
RYAN Ryan Specialty Holdings Inc	2.6M	$132M	1.3%	—	$50.00	+4.92%	12 qtrs	Decreased 0
GWW WW Grainger Inc	130,356	$131.5M	1.3%	—	$992.66	+2.67%	6 qtrs	Decreased 0
TW Tradeweb Markets Inc	1.2M	$130.8M	1.3%	—	$73.95	+45.86%	25 qtrs	Increased 58
WST West Pharmaceutical Services Inc	475,355	$130.8M	1.3%	—	$282.10	-1.94%	13 qtrs	Increased 49
OKTA Okta Inc	1.5M	$130.7M	1.3%	—	$91.24	-4.17%	28 qtrs	Decreased 0
SNPS Synopsys Inc	276,826	$130M	1.3%	—	$291.58	+62.73%	28 qtrs	Increased 54
ACGL Arch Capital Group Ltd	1.3M	$127.2M	1.3%	—	$92.15	+4.90%	4 qtrs	Increased 48
Showing 25 of 128 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

PRCTPROCEPT BIOROBOTICS CORP C

Q1 2025 → Q4 2025+984,104 shares+$8.5M

CVLTCommvault Systems Inc

Q2 2025 → Q4 2025+106,247 shares+$3.6M

ACGLArch Capital Group Ltd

Q2 2025 → Q4 2025+826,779 shares+$79.2M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer