Clarkston Capital Partners, LLC filed a Form 13F-HR with the Securities and Exchange Commission on November 10, 2026, reporting its equity holdings as of September 30, 2026. The filing lists 98 individual securities held by the firm, which is headquartered at 303 E. Third Street in Rochester, Michigan.
The portfolio is dominated by large-cap technology and healthcare names. Clarkston holds a significant position in Avantor Inc., with 3,915,208 shares, and a substantial stake in Cooper Cos Inc., with 2,825,866 shares. Other notable holdings include LKQ Corp with 1,478,980 shares, Primo Brands Corporation Class A with 1,036,640 shares, and Waystar Hldg Corp with 1,817,864 shares.
The filing also lists several exchange-traded funds within the portfolio, including the iShares MSCI Emerging Markets ETF, the iShares Core S&P 500 ETF, and the SPDR Series Trust S&P 500 ETF. The report was signed by Joyce LaPreta, the Chief Compliance Officer for Clarkston Capital Partners.
