Champlain Investment Partners, LLC Q1 2020 Filing

Filed May 14, 2020

Portfolio Value

$11.1B

Holdings

119

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (119 positions)

#	Stock	Shares	Value	% Portfolio
1	IARTIntegra LifeSciences Holdings	6,199,220	$276.9M	2.49%
2	CTLTEURCatalent Inc	4,907,175	$254.9M	2.30%
3	PSTGPure Storage, Inc. Class A	18,395,170	$226.3M	2.04%
4	FTVFortive Corp.	3,915,315	$216.1M	1.95%
5	SJMJ.M. Smucker Company	1,946,215	$216.0M	1.95%
6	NOWServiceNow, Inc.	739,320	$211.9M	1.91%
7	AMEAMETEK, Inc.	2,907,520	$209.4M	1.89%
8	TECHBio-Techne Corporation	1,096,205	$207.9M	1.87%
9	REEverest Re Group, Ltd.	1,046,625	$201.4M	1.81%
10	AJGArthur J. Gallagher & Co.	2,427,005	$197.8M	1.78%
11	WDAYWorkday, Inc. Class A	1,490,455	$194.1M	1.75%
12	ATRAptargroup, Inc.	1,873,730	$186.5M	1.68%
13	WATWaters Corporation	1,015,785	$184.9M	1.67%
14	ROKRockwell Automation, Inc.	1,218,655	$183.9M	1.66%
15	SPLKCHFSplunk Inc.	1,454,285	$183.6M	1.65%
16	TSCOTractor Supply Company	2,100,520	$177.6M	1.60%
17	EWEdwards Lifesciences Corporati	936,554	$176.7M	1.59%
18	THSTreeHouse Foods, Inc.	3,984,335	$175.9M	1.58%
19	NEWREURNew Relic, Inc.	3,794,970	$175.5M	1.58%
20	NDSNNordson Corporation	1,282,985	$173.3M	1.56%
21	IEXIDEX Corporation	1,253,570	$173.1M	1.56%
22	VEEVVeeva Systems Inc Class A	1,089,335	$170.3M	1.53%
23	WLYJohn Wiley & Sons, Inc. Class	4,388,290	$164.5M	1.48%
24	CLVTClarivate Analytics Plc	7,524,955	$156.1M	1.41%
25	XRAYDENTSPLY SIRONA, Inc.	3,954,290	$153.5M	1.38%
26	—Medallia, Inc.	7,455,235	$149.4M	1.35%
27	PANWPalo Alto Networks, Inc.	888,265	$145.6M	1.31%
28	NTRSNorthern Trust Corporation	1,907,715	$144.0M	1.30%
29	LWLamb Weston Holdings, Inc.	2,518,260	$143.8M	1.29%
30	ULTAUlta Beauty Inc	808,785	$142.1M	1.28%
31	MZTILancaster Colony Corporation	961,495	$139.1M	1.25%
32	3M4Masimo Corporation	773,350	$137.0M	1.23%
33	AWNAdvance Auto Parts, Inc.	1,431,560	$133.6M	1.20%
34	COOCooper Companies, Inc.	482,830	$133.1M	1.20%
35	—Cantel Medical Corp.	3,669,710	$131.7M	1.19%
36	PBProsperity Bancshares, Inc.(R)	2,596,975	$125.3M	1.13%
37	OKTAOkta, Inc. Class A	975,900	$119.3M	1.07%
38	JBTJohn Bean Technologies Corpora	1,574,565	$116.9M	1.05%
39	QTWOQ2 Holdings, Inc.	1,879,060	$111.0M	1.00%
40	TWNKEURHostess Brands, Inc. Class A	9,838,905	$104.9M	0.94%
41	ZSZscaler, Inc.	1,702,290	$103.6M	0.93%
42	WSTWest Pharmaceutical Services,	639,730	$97.4M	0.88%
43	SNPSSynopsys, Inc.	736,070	$94.8M	0.85%
44	CSIIEURCardiovascular Systems, Inc.	2,690,410	$94.7M	0.85%
45	SSFSensient Technologies Corporat	2,147,235	$93.4M	0.84%
46	AVNSAvanos Medical, Inc.	3,434,370	$92.5M	0.83%
47	FRPTFreshpet Inc	1,444,485	$92.3M	0.83%
48	CFRCullen/Frost Bankers, Inc.	1,639,615	$91.5M	0.82%
49	TENBTenable Holdings, Inc.	4,152,475	$90.8M	0.82%
50	PBVPrestige Consumer Healthcare I	2,462,320	$90.3M	0.81%
51	AFWAlign Technology, Inc.	513,565	$89.3M	0.80%
52	SMPLSimply Good Foods Co	4,527,875	$87.2M	0.79%
53	YEXTYext, Inc.	8,363,320	$85.2M	0.77%
54	MSAMSA Safety, Inc.	841,105	$85.1M	0.77%
55	UMBFUMB Financial Corporation	1,800,055	$83.5M	0.75%
56	BUSDBarnes Group Inc.	1,940,350	$81.2M	0.73%
57	INDBIndependent Bank Corp.	1,254,040	$80.7M	0.73%
58	DNKNDunkin' Brands Group, Inc.	1,501,060	$79.7M	0.72%
59	TWTradeweb Markets, Inc. Class A	1,884,295	$79.2M	0.71%
60	TAPMolson Coors Beverage Company	2,025,905	$79.0M	0.71%
61	PFPTProofpoint, Inc.	761,150	$78.1M	0.70%
62	MCXMcCormick & Company, Incorpora	532,195	$75.2M	0.68%
63	CNMDCONMED Corporation	1,277,195	$73.1M	0.66%
64	BF/BBrown-Forman Corporation Class	1,274,595	$70.8M	0.64%
65	RBAGBPRitchie Bros. Auctioneers Inco	2,055,730	$70.3M	0.63%
66	—Argo Group International Holdi	1,864,558	$69.1M	0.62%
67	BLKBBlackbaud, Inc.	1,208,235	$67.1M	0.60%
68	SIVBEURSVB Financial Group	431,535	$65.2M	0.59%
69	GWREGuidewire Software, Inc.	796,670	$63.2M	0.57%
70	SAILEURSailPoint Technologies Holding	3,991,155	$60.7M	0.55%
71	CBUCommunity Bank System, Inc.	1,021,920	$60.1M	0.54%
72	DHRB&G Foods, Inc.	3,302,030	$59.7M	0.54%
73	CPBCampbell Soup Company	1,292,300	$59.7M	0.54%
74	TTCToro Company	902,740	$58.8M	0.53%
75	ENVUSDEnvestnet, Inc.	1,090,865	$58.7M	0.53%
76	NTNXNutanix, Inc. Class A	3,649,190	$57.7M	0.52%
77	ATRCAtriCure, Inc.	1,693,225	$56.9M	0.51%
78	SAMBoston Beer Company, Inc. Clas	146,950	$54.0M	0.49%
79	INSPInspire Medical Systems, Inc.	870,320	$52.5M	0.47%
80	PENPenumbra, Inc.	324,660	$52.4M	0.47%
81	WWWWolverine World Wide, Inc.	3,396,895	$51.6M	0.46%
82	CVBFCVB Financial Corp.	2,566,645	$51.5M	0.46%
83	AIMCUSDAltra Industrial Motion Corp.	2,937,905	$51.4M	0.46%
84	CBSHCommerce Bancshares, Inc.	973,551	$49.0M	0.44%
85	TRSTriMas Corporation	2,094,140	$48.4M	0.44%
86	IOSPInnospec Inc.	682,775	$47.4M	0.43%
87	BLBlackLine, Inc.	866,670	$45.6M	0.41%
88	TXRHTexas Roadhouse, Inc.	1,085,365	$44.8M	0.40%
89	JRVRJames River Group Holdings Ltd	1,230,875	$44.6M	0.40%
90	NVSTEnvista Holdings Corp.	2,736,755	$40.9M	0.37%
91	MFS1EURWelbilt Inc	7,903,386	$40.5M	0.37%
92	S7VSally Beauty Holdings, Inc.	4,933,205	$39.9M	0.36%
93	SXIStandex International Corporat	812,695	$39.8M	0.36%
94	FULH.B. Fuller Company	1,419,740	$39.7M	0.36%
95	MGPIMGP Ingredients, Inc.	1,383,915	$37.2M	0.34%
96	CHDChurch & Dwight Co., Inc.	570,525	$36.6M	0.33%
97	MORNMorningstar, Inc.	310,460	$36.1M	0.32%
98	BUWABio-Rad Laboratories, Inc. Cla	102,725	$36.0M	0.32%
99	ELFe.l.f. Beauty, Inc.	3,643,000	$35.8M	0.32%
100	EYENational Vision Holdings, Inc.	1,726,160	$33.5M	0.30%

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