Champlain Investment Partners, LLC Q2 2018 Filing

Filed August 13, 2018

Portfolio Value

$10.3B

Holdings

120

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (120 positions)

#	Stock	Shares	Value	% Portfolio
1	IARTIntegra LifeSciences Holdings	5,131,470	$330.5M	3.20%
2	RBAGBPRitchie Bros. Auctioneers Inco	6,373,245	$217.5M	2.10%
3	BLKBBlackbaud, Inc.	2,071,940	$212.3M	2.05%
4	WLYJohn Wiley & Sons, Inc. Class	3,379,690	$210.9M	2.04%
5	—Medidata Solutions, Inc.	2,185,665	$176.1M	1.70%
6	ATRAptargroup, Inc.	1,884,880	$176.0M	1.70%
7	HRLHormel Foods Corporation	4,523,110	$168.3M	1.63%
8	THSTreeHouse Foods, Inc.	3,200,305	$168.0M	1.63%
9	SPLKCHFSplunk Inc.	1,681,835	$166.7M	1.61%
10	RHT1EURRed Hat, Inc.	1,227,475	$164.9M	1.60%
11	NUVAGBPNuVasive, Inc.	3,154,890	$164.4M	1.59%
12	REEverest Re Group, Ltd.	686,360	$158.2M	1.53%
13	CTLTEURCatalent Inc	3,757,900	$157.4M	1.52%
14	NDSNNordson Corporation	1,218,635	$156.5M	1.51%
15	LOGMEURLogMeIn, Inc.	1,500,660	$154.9M	1.50%
16	OKTAOkta, Inc. Class A	3,065,450	$154.4M	1.49%
17	WATWaters Corporation	791,160	$153.2M	1.48%
18	PANWPalo Alto Networks, Inc.	727,230	$149.4M	1.45%
19	NTRSNorthern Trust Corporation	1,450,145	$149.2M	1.44%
20	PSTGPure Storage, Inc. Class A	6,193,290	$147.9M	1.43%
21	—Laboratory Corporation of Amer	786,625	$141.2M	1.37%
22	FLOFlowers Foods, Inc.	6,752,620	$140.7M	1.36%
23	AJGArthur J. Gallagher & Co.	2,103,145	$137.3M	1.33%
24	WDAYWorkday, Inc. Class A	1,121,985	$135.9M	1.32%
25	GWREGuidewire Software, Inc.	1,529,430	$135.8M	1.31%
26	PBProsperity Bancshares, Inc.(R)	1,874,775	$128.2M	1.24%
27	MFS1EURWelbilt Inc	5,689,170	$126.9M	1.23%
28	—Financial Engines, Inc.	2,646,485	$118.8M	1.15%
29	VRSKVerisk Analytics Inc	1,086,060	$116.9M	1.13%
30	TSCOTractor Supply Company	1,509,100	$115.4M	1.12%
31	TAPMolson Coors Brewing Company C	1,609,925	$109.5M	1.06%
32	NEWREURNew Relic, Inc.	1,057,380	$106.4M	1.03%
33	AWNAdvance Auto Parts, Inc.	779,930	$105.8M	1.02%
34	XRAYDENTSPLY SIRONA, Inc.	2,406,465	$105.3M	1.02%
35	ULTAUlta Beauty Inc	450,375	$105.1M	1.02%
36	AMEAMETEK, Inc.	1,452,175	$104.8M	1.01%
37	WABWestinghouse Air Brake Technol	1,055,425	$104.0M	1.01%
38	MCXMcCormick & Company, Incorpora	877,520	$101.9M	0.99%
39	COOCooper Companies, Inc.	425,990	$100.3M	0.97%
40	FULH.B. Fuller Company	1,846,385	$99.1M	0.96%
41	ROKRockwell Automation, Inc.	595,645	$99.0M	0.96%
42	VEEVVeeva Systems Inc Class A	1,275,215	$98.0M	0.95%
43	CNMDCONMED Corporation	1,335,555	$97.8M	0.95%
44	CFRCullen/Frost Bankers, Inc.	871,455	$94.3M	0.91%
45	IFFInternational Flavors & Fragra	752,655	$93.3M	0.90%
46	EWEdwards Lifesciences Corporati	636,990	$92.7M	0.90%
47	SRCLStericycle, Inc.	1,410,963	$92.1M	0.89%
48	WWDWoodward, Inc.	1,194,100	$91.8M	0.89%
49	SJMJ.M. Smucker Company	850,925	$91.5M	0.89%
50	—Argo Group International Holdi	1,520,882	$88.4M	0.86%
51	QLYSQualys, Inc.	1,015,315	$85.6M	0.83%
52	DATATableau Software, Inc. Class A	865,815	$84.6M	0.82%
53	SSFSensient Technologies Corporat	1,167,395	$83.5M	0.81%
54	JBTJohn Bean Technologies Corpora	932,615	$82.9M	0.80%
55	UMBFUMB Financial Corporation	1,078,750	$82.2M	0.80%
56	HELEHelen of Troy Limited	832,500	$82.0M	0.79%
57	PODDInsulet Corporation	925,215	$79.3M	0.77%
58	GTESGates Industrial Corporation p	4,868,205	$79.2M	0.77%
59	DHRB&G Foods, Inc.	2,639,130	$78.9M	0.76%
60	CSIIEURCardiovascular Systems, Inc.	2,416,160	$78.1M	0.76%
61	TECHBio-Techne Corporation	517,045	$76.5M	0.74%
62	SUPNSupernus Pharmaceuticals, Inc.	1,268,255	$75.9M	0.73%
63	—Navigators Group, Inc.	1,317,580	$75.1M	0.73%
64	AKXANSYS, Inc.	427,755	$74.5M	0.72%
65	CPBCampbell Soup Company	1,802,215	$73.1M	0.71%
66	PBVPrestige Brands Holdings, Inc.	1,888,420	$72.5M	0.70%
67	SNPSSynopsys, Inc.	833,037	$71.3M	0.69%
68	OMCLOmnicell, Inc.	1,320,480	$69.3M	0.67%
69	3M4Masimo Corporation	708,860	$69.2M	0.67%
70	WWWWolverine World Wide, Inc.	1,977,595	$68.8M	0.67%
71	CBSHCommerce Bancshares, Inc.	1,054,655	$68.2M	0.66%
72	SXIStandex International Corporat	662,470	$67.7M	0.66%
73	S7VSally Beauty Holdings, Inc.	4,175,660	$66.9M	0.65%
74	VVVValvoline Inc.	3,078,085	$66.4M	0.64%
75	HSICHenry Schein, Inc.	892,185	$64.8M	0.63%
76	MSAMSA Safety, Inc.	664,775	$64.0M	0.62%
77	FTVFortive Corp.	812,425	$62.6M	0.61%
78	IOSPInnospec Inc.	805,645	$61.7M	0.60%
79	—Halyard Health Inc	1,040,790	$59.6M	0.58%
80	IEXIDEX Corporation	417,900	$57.0M	0.55%
81	—Lydall, Inc.	1,298,560	$56.7M	0.55%
82	—Talend SA Sponsored ADR	901,695	$56.2M	0.54%
83	TWNKEURHostess Brands, Inc. Class A	4,113,700	$55.9M	0.54%
84	CBUCommunity Bank System, Inc.	925,285	$54.7M	0.53%
85	CVBFCVB Financial Corp.	2,347,245	$52.6M	0.51%
86	INDBIndependent Bank Corp.	660,655	$51.8M	0.50%
87	SAMBoston Beer Company, Inc. Clas	170,880	$51.2M	0.50%
88	ELFe.l.f. Beauty, Inc.	3,199,850	$48.8M	0.47%
89	WSTWest Pharmaceutical Services,	484,765	$48.1M	0.47%
90	TDOCTeladoc Health Inc	818,180	$47.5M	0.46%
91	PZZAPapa John's International, Inc	923,770	$46.9M	0.45%
92	TRSTriMas Corporation	1,580,380	$46.5M	0.45%
93	ICUIICU Medical, Inc.	156,680	$46.0M	0.45%
94	WASHWashington Trust Bancorp, Inc.	789,015	$45.8M	0.44%
95	PENPenumbra, Inc.	329,590	$45.5M	0.44%
96	QTWOQ2 Holdings, Inc.	794,490	$45.3M	0.44%
97	MORNMorningstar, Inc.	345,295	$44.3M	0.43%
98	—Bryn Mawr Bank Corporation	869,120	$40.2M	0.39%
99	GABCGerman American Bancorp, Inc.	1,095,840	$39.3M	0.38%
100	SMPLSimply Good Foods Co	2,703,190	$39.0M	0.38%

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