Portfolio (Quarterly)
Guide ↗
Champlain Investment Partners, LLC
· CIK 0001315478| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | PANW | PALO ALTO NETWORKS INC | Technology | 418,715.0 | $77.1M | 0.78% | NEW | — | $184.20 | +103.4% |
| 62 | ZS | ZSCALER INC | Technology | 331,884.0 | $74.6M | 0.76% | NEW | — | $224.92 | -14.2% |
| 63 | WCN | WASTE CONNECTIONS INC | Industrials | 412,335.0 | $72.3M | 0.73% | NEW | — | $175.36 | -11.3% |
| 64 | DDOG | DATADOG INC | Technology | 504,408.0 | $68.6M | 0.69% | NEW | — | $135.99 | +97.2% |
| 65 | GGG | GRACO INC | Industrials | 826,576.0 | $67.8M | 0.69% | NEW | — | $81.97 | -5.0% |
| 66 | — | CSW INDUSTRIALS INC | — | 214,887.0 | $63.1M | 0.64% | NEW | — | $293.53 | — |
| 67 | — | GLOBUS MED INC | — | 714,973.0 | $62.4M | 0.63% | NEW | — | $87.31 | — |
| 68 | CART | MAPLEBEAR INC | Consumer Cyclical | 1,373,352.0 | $61.8M | 0.62% | NEW | — | $44.98 | -4.0% |
| 69 | CBSH | COMMERCE BANCSHARES INC | Financial Services | 1,123,994.0 | $58.8M | 0.60% | NEW | — | $52.34 | +7.8% |
| 70 | BRZE | BRAZE INC | Technology | 1,670,640.0 | $57.3M | 0.58% | NEW | — | $34.29 | -28.9% |
| 71 | NOVT | NOVANTA INC | Technology | 481,064.0 | $57.2M | 0.58% | NEW | — | $118.99 | +21.0% |
| 72 | KAI | KADANT INC | Industrials | 184,546.0 | $52.6M | 0.53% | NEW | — | $285.02 | -3.9% |
| 73 | SSD | SIMPSON MFG INC | Industrials | 315,990.0 | $51.0M | 0.52% | NEW | — | $161.47 | +9.3% |
| 74 | CVLT | COMMVAULT SYS INC | Technology | 406,457.0 | $51.0M | 0.52% | NEW | — | $125.36 | +16.1% |
| 75 | PLNT | PLANET FITNESS INC | Consumer Cyclical | 467,492.0 | $50.7M | 0.51% | NEW | — | $108.47 | -60.7% |
| 76 | SXI | STANDEX INTL CORP | Industrials | 232,763.0 | $50.6M | 0.51% | NEW | — | $217.28 | +28.9% |
| 77 | SPXC | SPX TECHNOLOGIES INC | Industrials | 250,936.0 | $50.2M | 0.51% | NEW | — | $200.06 | -13.6% |
| 78 | TTD | THE TRADE DESK INC | Technology | 1,301,060.0 | $49.4M | 0.50% | NEW | — | $37.96 | -66.8% |
| 79 | FFIN | FIRST FINL BANKSHARES INC | Financial Services | 1,651,786.0 | $49.3M | 0.50% | NEW | — | $29.87 | +8.6% |
| 80 | — | RB GLOBAL INC | — | 473,861.0 | $48.7M | 0.49% | NEW | — | $102.87 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Industrials
24.7%
Technology
20.6%
Financial Services
19.3%
Healthcare
18.3%
Consumer Cyclical
10.7%
Consumer Defensive
5.7%
Basic Materials
0.3%
Energy
0.3%