How many stocks does Champlain Investment Partners, LLC own?

As of Q1 2026, Champlain Investment Partners, LLC holds 130 positions in their 13F portfolio.

What is Champlain Investment Partners, LLC's largest holding?

TW at 2.2% of portfolio, worth $172.9M.

What is Champlain Investment Partners, LLC's total portfolio value?

$7.9B as of Q1 2026, tracked across 130 holdings.

Is Champlain Investment Partners, LLC a hedge fund?

Champlain Investment Partners, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Champlain Investment Partners, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Champlain Investment Partners, LLC's portfolio changed in Q1 2026?

View Champlain Investment Partners, LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is Champlain Investment Partners, LLC's investment strategy?

Champlain Investment Partners, LLC is classified as a Concentrated Value fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

Champlain Investment Partners, Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

CIChamplain Investment Partners, LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$7.9B

AUM

130

Positions

Q1 2026

Filing

Rating · 1.5

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New19%Increased13%Decreased42%Exited27%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 3.1 years

<1Q12%1-4Q14%1-2Y22%2Y+53%

Q1 2026 Summary

Active quarter - 19 new positions, 17 exits, 29 increased. Top move: VEEV (INCREASED, conviction 73). Portfolio: $7.9B across 130 positions.

Portfolio Allocation

Top holdings by portfolio weight

TW2.19%

PEN2.05%

EOG1.94%

SNPS1.94%

NTNX1.93%

FAST1.71%

AAON1.68%

VEEV1.65%

AKAM1.64%

ESAB1.60%

Other1.56%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

SXI29Q held

STANDEX INTL CORP

Avg $85.16 · $27.5M est. P&L

Est. P&L

+192.01%

MOD5Q held

MODINE MFG CO

Avg $94.92 · $20.4M est. P&L

Est. P&L

+185.77%

AME29Q held

AMETEK INC

Avg $80.94 · $62.5M est. P&L

Est. P&L

+181.58%

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 Holdings130 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
TW TRADEWEB MKTS INC	1.5M	$172.9M	2.2%	—	$82.85	+34.05%	26 qtrssince 2019-Q4	Increased 62
PEN PENUMBRA INC	491,382	$161.4M	2.0%	—	$201.58	+59.89%	29 qtrssince 2019-Q1	Decreased 0
EOG EOG RES INC	1.1M	$153.2M	1.9%	—	$128.01	+8.80%	1 qtr	New 69
SNPS SYNOPSYS INC	384,815	$152.6M	1.9%	—	$328.83	+52.40%	29 qtrssince 2019-Q1	Increased 63
NTNX NUTANIX INC	4M	$152.4M	1.9%	—	$40.46	+14.52%	19 qtrssince 2021-Q3	Increased 56
FAST FASTENAL CO	2.9M	$134.6M	1.7%	—	$39.59	+8.88%	6 qtrssince 2024-Q4	Increased 51
AAON AAON INC	1.6M	$132.6M	1.7%	—	$82.24	+64.75%	4 qtrssince 2025-Q2	Decreased 0
VEEV VEEVA SYS INC	738,449	$129.7M	1.6%	—	$178.62	-10.45%	29 qtrssince 2019-Q1	Increased 73
AKAM AKAMAI TECHNOLOGIES INC	1.1M	$129.2M	1.6%	—	$98.61	+53.25%	18 qtrssince 2021-Q4	Increased 51
ESAB ESAB CORPORATION	1.3M	$126.1M	1.6%	—	$108.95	-18.68%	9 qtrssince 2024-Q1	Decreased 0
Showing 10 of 130 results.120 more with Pro.PROUpgrade to see all →