Champlain Investment Partners, LLC Q1 2019 Filing

Filed May 14, 2019

Portfolio Value

$11.5B

Holdings

120

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (120 positions)

#	Stock	Shares	Value	% Portfolio
1	IARTIntegra LifeSciences Holdings	5,473,820	$305.0M	2.66%
2	PSTGPure Storage, Inc. Class A	9,854,855	$214.7M	1.87%
3	WATWaters Corporation	838,625	$211.1M	1.84%
4	THSTreeHouse Foods, Inc.	3,216,815	$207.6M	1.81%
5	PANWPalo Alto Networks, Inc.	816,340	$198.3M	1.73%
6	BLKBBlackbaud, Inc.	2,467,640	$196.7M	1.72%
7	SPLKCHFSplunk Inc.	1,566,100	$195.1M	1.70%
8	REEverest Re Group, Ltd.	889,250	$192.0M	1.67%
9	RBAGBPRitchie Bros. Auctioneers Inco	5,645,210	$191.9M	1.67%
10	AJGArthur J. Gallagher & Co.	2,274,585	$177.6M	1.55%
11	NDSNNordson Corporation	1,327,985	$176.0M	1.53%
12	ATRAptargroup, Inc.	1,649,865	$175.5M	1.53%
13	—Medidata Solutions, Inc.	2,390,155	$175.1M	1.53%
14	ULTAUlta Beauty Inc	498,510	$173.8M	1.52%
15	WLYJohn Wiley & Sons, Inc. Class	3,916,080	$173.2M	1.51%
16	FTVFortive Corp.	2,034,815	$170.7M	1.49%
17	NEWREURNew Relic, Inc.	1,722,880	$170.0M	1.48%
18	TSCOTractor Supply Company	1,625,875	$158.9M	1.39%
19	CTLTEURCatalent Inc	3,913,500	$158.8M	1.39%
20	VRSKVerisk Analytics Inc	1,172,675	$156.0M	1.36%
21	NTRSNorthern Trust Corporation	1,723,450	$155.8M	1.36%
22	S7VSally Beauty Holdings, Inc.	8,444,630	$155.5M	1.36%
23	VEEVVeeva Systems Inc Class A	1,187,335	$150.6M	1.31%
24	SJMJ.M. Smucker Company	1,258,070	$146.6M	1.28%
25	WDAYWorkday, Inc. Class A	753,210	$145.3M	1.27%
26	AMEAMETEK, Inc.	1,736,825	$144.1M	1.26%
27	XRAYDENTSPLY SIRONA, Inc.	2,890,795	$143.4M	1.25%
28	TECHBio-Techne Corporation	720,090	$143.0M	1.25%
29	PBProsperity Bancshares, Inc.(R)	2,032,300	$140.4M	1.22%
30	EWEdwards Lifesciences Corporati	727,900	$139.3M	1.21%
31	FLOFlowers Foods, Inc.	6,293,150	$134.2M	1.17%
32	NTNXNutanix, Inc. Class A	3,515,550	$132.7M	1.16%
33	ROKRockwell Automation, Inc.	752,680	$132.1M	1.15%
34	IEXIDEX Corporation	866,810	$131.5M	1.15%
35	NUVAGBPNuVasive, Inc.	2,275,140	$129.2M	1.13%
36	OKTAOkta, Inc. Class A	1,489,130	$123.2M	1.07%
37	SSFSensient Technologies Corporat	1,812,105	$122.8M	1.07%
38	LOGMEURLogMeIn, Inc.	1,519,600	$121.7M	1.06%
39	CNMDCONMED Corporation	1,433,335	$119.2M	1.04%
40	AWNAdvance Auto Parts, Inc.	693,505	$118.3M	1.03%
41	HRLHormel Foods Corporation	2,585,655	$115.7M	1.01%
42	COOCooper Companies, Inc.	390,720	$115.7M	1.01%
43	—Cantel Medical Corp.	1,688,315	$112.9M	0.98%
44	IFFInternational Flavors & Fragra	868,390	$111.8M	0.98%
45	—Argo Group International Holdi	1,580,413	$111.7M	0.97%
46	—Laboratory Corporation of Amer	728,725	$111.5M	0.97%
47	3M4Masimo Corporation	795,720	$110.0M	0.96%
48	BF/BBrown-Forman Corporation Class	2,073,430	$109.4M	0.95%
49	TAPMolson Coors Brewing Company C	1,829,265	$109.1M	0.95%
50	MFS1EURWelbilt Inc	6,345,165	$103.9M	0.91%
51	AVNSAvanos Medical, Inc.	2,401,987	$102.5M	0.89%
52	MCXMcCormick & Company, Incorpora	673,195	$101.4M	0.88%
53	TWNKEURHostess Brands, Inc. Class A	7,884,750	$98.6M	0.86%
54	UMBFUMB Financial Corporation	1,504,115	$96.3M	0.84%
55	GWREGuidewire Software, Inc.	987,605	$96.0M	0.84%
56	CFRCullen/Frost Bankers, Inc.	969,405	$94.1M	0.82%
57	JBTJohn Bean Technologies Corpora	997,920	$91.7M	0.80%
58	QTWOQ2 Holdings, Inc.	1,270,670	$88.0M	0.77%
59	MSAMSA Safety, Inc.	841,055	$87.0M	0.76%
60	NOWServiceNow, Inc.	342,305	$84.4M	0.74%
61	SNPSSynopsys, Inc.	725,822	$83.6M	0.73%
62	SRCLStericycle, Inc.	1,527,793	$83.1M	0.72%
63	CSIIEURCardiovascular Systems, Inc.	2,145,285	$82.9M	0.72%
64	YEXTYext, Inc.	3,748,305	$81.9M	0.71%
65	GTESGates Industrial Corporation p	5,706,660	$81.8M	0.71%
66	FULH.B. Fuller Company	1,608,215	$78.2M	0.68%
67	INDBIndependent Bank Corp.	957,230	$77.5M	0.68%
68	IOSPInnospec Inc.	927,470	$77.3M	0.67%
69	VVVValvoline Inc.	4,097,605	$76.1M	0.66%
70	QLYSQualys, Inc.	916,935	$75.9M	0.66%
71	BLBlackLine, Inc.	1,634,940	$75.7M	0.66%
72	AKXANSYS, Inc.	408,755	$74.7M	0.65%
73	CPBCampbell Soup Company	1,939,815	$74.0M	0.64%
74	RHT1EURRed Hat, Inc.	403,955	$73.8M	0.64%
75	CBSHCommerce Bancshares, Inc.	1,242,242	$72.1M	0.63%
76	MGPIMGP Ingredients, Inc.	925,220	$71.4M	0.62%
77	DHRB&G Foods, Inc.	2,894,480	$70.7M	0.62%
78	WWWWolverine World Wide, Inc.	1,924,285	$68.8M	0.60%
79	AIMCUSDAltra Industrial Motion Corp.	2,134,575	$66.3M	0.58%
80	BUSDBarnes Group Inc.	1,276,260	$65.6M	0.57%
81	WSTWest Pharmaceutical Services,	594,625	$65.5M	0.57%
82	PBVPrestige Consumer Healthcare I	2,088,940	$62.5M	0.54%
83	—Navigators Group, Inc.	850,585	$59.4M	0.52%
84	AKAMAkamai Technologies, Inc.	819,465	$58.8M	0.51%
85	PODDInsulet Corporation	617,790	$58.7M	0.51%
86	SIVBEURSVB Financial Group	253,475	$56.4M	0.49%
87	SUPNSupernus Pharmaceuticals, Inc.	1,560,515	$54.7M	0.48%
88	SMPLSimply Good Foods Co	2,585,895	$53.2M	0.46%
89	SXIStandex International Corporat	707,945	$52.0M	0.45%
90	ENVUSDEnvestnet, Inc.	766,335	$50.1M	0.44%
91	DATATableau Software, Inc. Class A	387,455	$49.3M	0.43%
92	CBUCommunity Bank System, Inc.	806,220	$48.2M	0.42%
93	CVBFCVB Financial Corp.	2,229,415	$46.9M	0.41%
94	TDOCTeladoc Health, Inc.	823,120	$45.8M	0.40%
95	SAMBoston Beer Company, Inc. Clas	138,465	$40.8M	0.36%
96	WWDWoodward, Inc.	417,950	$39.7M	0.35%
97	HELEHelen of Troy Limited	341,025	$39.5M	0.34%
98	JRVRJames River Group Holdings Ltd	952,240	$38.2M	0.33%
99	HSICHenry Schein, Inc.	619,030	$37.2M	0.32%
100	ELFe.l.f. Beauty, Inc.	3,505,480	$37.2M	0.32%

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