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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
+0.37%
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
$13.3B
AUM Growth
-$1.06B
(-7.4%)
Cap. Flow
-$771M
Cap. Flow
% of AUM
-5.81%
Top 10 Holdings %
Top 10 Hldgs %
18.43%
Holding
142
New
7
Increased
34
Reduced
93
Closed
7
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Wyndham Hotels & Resorts
WH
|
+$148M |
| 2 |
Aaon
AAON
|
+$93.3M |
| 3 |
Chewy
CHWY
|
+$84.9M |
| 4 |
Ryan Specialty Holdings
RYAN
|
+$78.9M |
| 5 |
Domino's
DPZ
|
+$66.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ulta Beauty
ULTA
|
+$109M |
| 2 |
Idexx Laboratories
IDXX
|
+$103M |
| 3 |
P
Everpure Inc
P
|
+$74.2M |
| 4 |
Celsius Holdings
CELH
|
+$56.5M |
| 5 |
DexCom
DXCM
|
+$55.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 24.06% |
| 2 | Technology | 22.96% |
| 3 | Financials | 17.68% |
| 4 | Healthcare | 16.62% |
| 5 | Consumer Discretionary | 9.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
SI-BONE Inc
SIBN
$798M
| $31M | 0.23% |
2,108,944
-31,130
| -1% | -$508K |
|
127
Inspire Medical Systems
INSP
$1.44B
| $30.2M | 0.23% |
407,059
-5,047
| -1% | -$511K |
|
128
First Watch Restaurant Group
FWRG
$822M
| $30.1M | 0.23% |
1,922,716
-30,773
| -2% | -$536K |
|
129
Glaukos
GKOS
$9.9B
| $29.2M | 0.22% |
358,419
-4,607
| -1% | -$423K |
|
130
Shake Shack
SHAK
$2.54B
| $26.4M | 0.2% |
282,352
-84,053
| -23% | -$9.66M |
|
|
LUCK
131
Lucky Strike Entertainment
LUCK
$959M
| $26.3M | 0.2% |
2,567,807
-36,083
| -1% | -$363K |
|
132
Bloom Energy
BE
$61B
| $19.9M | 0.15% |
+234,725
| New | +$10.9M |
|
133
Artivion
AORT
$1.34B
| $17.9M | 0.14% |
+423,053
| New | +$15.9M |
|
134
Bruker
BRKR
$9.79B
| $10.9M | 0.08% |
334,123
+2,103
| +0.6% | +$75K |
|
135
ServiceNow
NOW
$114B
| $276K | ﹤0.01% |
1,500
| – | – |
|
136
Albany International
AIN
$2.1B
| – | – |
-172,011
| Closed | -$12.1M |
|
137
CONMED
CNMD
$1.41B
| – | – |
-835,854
| Closed | -$43.5M |
|
138
JFrog
FROG
$9.5B
| – | – |
-1,239,962
| Closed | -$54.4M |
|
|
139
Idexx Laboratories
IDXX
$44.1B
| – | – |
-192,226
| Closed | -$103M |
|
140
Sweetgreen
SG
$778M
| – | – |
-1,664,750
| Closed | -$24.8M |
|
141
Tandem Diabetes Care
TNDM
$1.3B
| – | – |
-1,455,123
| Closed | -$27.1M |
|
|
RAL
142
Ralliant Corp
RAL
$7.5B
| – | – |
-431,387
| Closed | -$20.9M |
|
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Champlain Investment Partners's Q3 2025 Portfolio in Review
As of Q3 2025, Champlain Investment Partners held 142 positions worth $13.3B, down 7.4% from $14.3B the previous quarter. Its ten largest holdings account for 18% of the portfolio.
Champlain Investment Partners withdrew a net $771M in Q3 2025, closing 7 positions and reducing 93 holdings. Its most notable exit was Idexx Laboratories, an estimated $103M position sold in full.
By sector, the portfolio is most concentrated in Industrials at 24% of assets, up from 23% a quarter earlier, followed by Technology and Financials.
Against the trend, Champlain Investment Partners opened a new position in Chewy worth $89M.
- Champlain Investment Partners's largest Q3 2025 buy was Chewy: 2,200,790 shares worth $89M.
- Champlain Investment Partners added most to Wyndham Hotels & Resorts in Q3 2025, an estimated $148M increase.
- Champlain Investment Partners's biggest Q3 2025 reduction was Ulta Beauty, cutting an estimated $109M.
- Champlain Investment Partners fully exited Idexx Laboratories in Q3 2025, selling an estimated $103M.
- Champlain Investment Partners's ten largest holdings make up 18% of its $13.3B portfolio in Q3 2025.
- Champlain Investment Partners opened 7 new positions and closed 7 in Q3 2025.
- Champlain Investment Partners's portfolio value fell 7.4% quarter-over-quarter to $13.3B.
Based on Champlain Investment Partners's 13F filing for Q3 2025, filed 12 Nov 2025.