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CIP

Champlain Investment Partners Portfolio holdings

AUM $7.88B
1-Year Est. Return 6.82%
This Fund
S&P 500
This Quarter Est. Return
+10.49%
1 Year Est. Return
+6.82%
3 Year Est. Return
+32.7%
5 Year Est. Return
+41.26%
10 Year Est. Return
+331.36%
AUM
$14.3B
AUM Growth
+$520M
Cap. Flow
-$519M
Cap. Flow %
-3.63%
Top 10 Hldgs %
17.95%
Holding
146
New
7
Increased
52
Reduced
76
Closed
11

Top Buys

Rank Stock Value
1
GTLB icon
GitLab
GTLB
+$148M
2
AAON icon
Aaon
AAON
+$104M
3
VERX icon
Vertex
VERX
+$65M
4
PCOR icon
Procore
PCOR
+$62.4M
5
HLI icon
Houlihan Lokey
HLI
+$60.7M

Top Sells

Rank Stock Value
1
ZS icon
Zscaler
ZS
+$125M
2
TTC icon
Toro Company
TTC
+$104M
3
VEEV icon
Veeva Systems
VEEV
+$97.2M
4
BF.B icon
Brown-Forman Class B
BF.B
+$89.4M
5
MNST icon
Monster Beverage
MNST
+$84.3M

Sector Composition

Rank Sector Weight
1 Technology 24.19%
2 Industrials 22.93%
3 Healthcare 18.07%
4 Financials 16.32%
5 Consumer Staples 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSW
76
CSW Industrials
CSW
$4.87B
$88.9M 0.62%
309,853
+31,333
+11% +$9.46M
AAON icon
77
Aaon
AAON
$7.68B
$87.1M 0.61%
+1,181,661
New +$104M
JBTM
78
JBT Marel
JBTM
$7.59B
$85M 0.59%
707,046
-121,671
-15% -$13.6M
PJT icon
79
PJT Partners
PJT
$4.47B
$82.9M 0.58%
502,391
-30,988
-6% -$4.5M
SMPL icon
80
Simply Good Foods
SMPL
$941M
$80.1M 0.56%
2,535,489
-432,263
-15% -$15M
A icon
81
Agilent Technologies
A
$39.7B
$79.3M 0.55%
672,020
-19,830
-3% -$2.2M
KAI icon
82
Kadant
KAI
$3.72B
$78.9M 0.55%
248,632
+87,832
+55% +$27.5M
SSD icon
83
Simpson Manufacturing
SSD
$8.16B
$77.9M 0.54%
501,850
+97,856
+24% +$15.2M
PHR icon
84
Phreesia
PHR
$671M
$77.5M 0.54%
2,724,553
-221,936
-8% -$5.63M
SPXC icon
85
SPX Corp
SPXC
$10.2B
$77.1M 0.54%
459,574
+50,359
+12% +$7.38M
MOD icon
86
Modine Manufacturing
MOD
$11B
$73.2M 0.51%
743,643
+527,626
+244% +$47.1M
RBC icon
87
RBC Bearings
RBC
$18.2B
$72.1M 0.5%
187,298
+31,337
+20% +$11.1M
DPZ icon
88
Domino's
DPZ
$11.6B
$70.6M 0.49%
156,618
-41,692
-21% -$19.6M
ESE icon
89
ESCO Technologies
ESE
$8.18B
$68.3M 0.48%
355,867
-218,082
-38% -$37.3M
BRZE icon
90
Braze
BRZE
$2.83B
$68.2M 0.48%
2,426,577
-148,617
-6% -$4.7M
WSFS icon
91
WSFS Financial
WSFS
$4.2B
$66.5M 0.46%
1,209,143
-6,778
-0.6% -$352K
SKWD icon
92
Skyward Specialty Insurance
SKWD
$2.54B
$66.4M 0.46%
1,148,666
-425,318
-27% -$24.5M
ATRC icon
93
AtriCure
ATRC
$2.01B
$66.1M 0.46%
2,016,754
-121,209
-6% -$3.94M
GMED icon
94
Globus Medical
GMED
$10.9B
$63.8M 0.45%
1,081,196
+39,988
+4% +$2.58M
EPAC icon
95
Enerpac Tool Group
EPAC
$1.9B
$62.8M 0.44%
1,548,073
+131,580
+9% +$5.54M
PRCT icon
96
Procept Biorobotics
PRCT
$1.03B
$61.7M 0.43%
1,070,646
+394,450
+58% +$22.3M
WTS icon
97
Watts Water Technologies
WTS
$11.6B
$60.8M 0.42%
247,300
-165,263
-40% -$37.2M
VERX icon
98
Vertex
VERX
$2.14B
$60.4M 0.42%
+1,708,810
New +$65M
AKAM icon
99
Akamai
AKAM
$16.3B
$59.8M 0.42%
750,283
-27,920
-4% -$2.17M
SYBT icon
100
Stock Yards Bancorp
SYBT
$2.52B
$58.2M 0.41%
736,620
-51,174
-6% -$3.74M
2 3
4
5 6

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Champlain Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Champlain Investment Partners held 146 positions worth $14.3B, up 3.8% from $13.8B the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Champlain Investment Partners withdrew a net $519M in Q2 2025, closing 11 positions and reducing 76 holdings. Its most notable exit was Toro Company, an estimated $104M position sold in full.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Champlain Investment Partners opened a new position in Aaon worth $87.1M.

  • Champlain Investment Partners's largest Q2 2025 buy was Aaon: 1,181,661 shares worth $87.1M.
  • Champlain Investment Partners added most to GitLab in Q2 2025, an estimated $148M increase.
  • Champlain Investment Partners's biggest Q2 2025 reduction was Zscaler, cutting an estimated $125M.
  • Champlain Investment Partners fully exited Toro Company in Q2 2025, selling an estimated $104M.
  • Champlain Investment Partners's ten largest holdings make up 18% of its $14.3B portfolio in Q2 2025.
  • Champlain Investment Partners opened 7 new positions and closed 11 in Q2 2025.
  • Champlain Investment Partners's portfolio value rose 3.8% quarter-over-quarter to $14.3B.

Based on Champlain Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.