Champlain Investment Partners, LLC Q2 2019 Filing

Filed August 13, 2019

Portfolio Value

$11.9B

Holdings

117

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (117 positions)

#	Stock	Shares	Value	% Portfolio
1	IARTIntegra LifeSciences Holdings	5,760,230	$321.7M	2.70%
2	REEverest Re Group, Ltd.	973,890	$240.7M	2.02%
3	BLKBBlackbaud, Inc.	2,686,956	$224.4M	1.88%
4	CTLTEURCatalent Inc	4,057,445	$220.0M	1.85%
5	AJGArthur J. Gallagher & Co.	2,359,550	$206.7M	1.73%
6	ATRAptargroup, Inc.	1,621,690	$201.6M	1.69%
7	NDSNNordson Corporation	1,371,435	$193.8M	1.63%
8	SPLKCHFSplunk Inc.	1,535,305	$193.1M	1.62%
9	WATWaters Corporation	891,965	$192.0M	1.61%
10	RBAGBPRitchie Bros. Auctioneers Inco	5,764,155	$191.5M	1.61%
11	PSTGPure Storage, Inc. Class A	12,482,210	$190.6M	1.60%
12	—Medidata Solutions, Inc.	2,065,100	$186.9M	1.57%
13	WLYJohn Wiley & Sons, Inc. Class	4,044,125	$185.5M	1.56%
14	THSTreeHouse Foods, Inc.	3,335,450	$180.4M	1.51%
15	XRAYDENTSPLY SIRONA, Inc.	2,990,740	$174.5M	1.46%
16	FTVFortive Corp.	2,110,770	$172.1M	1.44%
17	NEWREURNew Relic, Inc.	1,956,605	$169.3M	1.42%
18	TSCOTractor Supply Company	1,532,620	$166.7M	1.40%
19	AMEAMETEK, Inc.	1,787,480	$162.4M	1.36%
20	—Cantel Medical Corp.	1,996,447	$161.0M	1.35%
21	NTRSNorthern Trust Corporation	1,786,745	$160.8M	1.35%
22	WDAYWorkday, Inc. Class A	770,270	$158.4M	1.33%
23	PANWPalo Alto Networks, Inc.	771,800	$157.3M	1.32%
24	PBProsperity Bancshares, Inc.(R)	2,375,400	$156.9M	1.32%
25	FLOFlowers Foods, Inc.	6,715,160	$156.3M	1.31%
26	VEEVVeeva Systems Inc Class A	956,850	$155.1M	1.30%
27	ULTAUlta Beauty Inc	445,765	$154.6M	1.30%
28	EWEdwards Lifesciences Corporati	823,235	$152.1M	1.28%
29	TECHBio-Techne Corporation	727,195	$151.6M	1.27%
30	IEXIDEX Corporation	874,730	$150.6M	1.26%
31	ROKRockwell Automation, Inc.	913,795	$149.7M	1.26%
32	SJMJ.M. Smucker Company	1,283,800	$147.9M	1.24%
33	AWNAdvance Auto Parts, Inc.	913,885	$140.9M	1.18%
34	VRSKVerisk Analytics Inc	956,205	$140.0M	1.18%
35	COOCooper Companies, Inc.	413,805	$139.4M	1.17%
36	SSFSensient Technologies Corporat	1,839,205	$135.1M	1.13%
37	IFFInternational Flavors & Fragra	901,465	$130.8M	1.10%
38	—Laboratory Corporation of Amer	754,125	$130.4M	1.09%
39	CNMDCONMED Corporation	1,452,360	$124.3M	1.04%
40	3M4Masimo Corporation	823,225	$122.5M	1.03%
41	OKTAOkta, Inc. Class A	991,285	$122.4M	1.03%
42	JBTJohn Bean Technologies Corpora	1,007,740	$122.1M	1.02%
43	HRLHormel Foods Corporation	3,001,255	$121.7M	1.02%
44	TWNKEURHostess Brands, Inc. Class A	8,339,035	$120.4M	1.01%
45	S7VSally Beauty Holdings, Inc.	8,877,105	$118.4M	0.99%
46	NTNXNutanix, Inc. Class A	4,560,470	$118.3M	0.99%
47	BF/BBrown-Forman Corporation Class	2,100,220	$116.4M	0.98%
48	LOGMEURLogMeIn, Inc.	1,576,415	$116.2M	0.97%
49	QTWOQ2 Holdings, Inc.	1,413,490	$107.9M	0.91%
50	MFS1EURWelbilt Inc	6,463,080	$107.9M	0.91%
51	AVNSAvanos Medical, Inc.	2,455,532	$107.1M	0.90%
52	TAPMolson Coors Brewing Company C	1,894,525	$106.1M	0.89%
53	GWREGuidewire Software, Inc.	1,024,190	$103.8M	0.87%
54	—Argo Group International Holdi	1,399,953	$103.7M	0.87%
55	CFRCullen/Frost Bankers, Inc.	1,091,005	$102.2M	0.86%
56	UMBFUMB Financial Corporation	1,527,670	$100.6M	0.84%
57	BLBlackLine, Inc.	1,818,680	$97.3M	0.82%
58	NOWServiceNow, Inc.	354,005	$97.2M	0.82%
59	MSAMSA Safety, Inc.	899,740	$94.8M	0.80%
60	CSIIEURCardiovascular Systems, Inc.	2,174,310	$93.3M	0.78%
61	YEXTYext, Inc.	4,555,440	$91.5M	0.77%
62	MCXMcCormick & Company, Incorpora	578,170	$89.6M	0.75%
63	NUVAGBPNuVasive, Inc.	1,519,570	$89.0M	0.75%
64	CPBCampbell Soup Company	2,193,375	$87.9M	0.74%
65	SNPSSynopsys, Inc.	665,597	$85.7M	0.72%
66	SIVBEURSVB Financial Group	372,475	$83.7M	0.70%
67	VVVValvoline Inc.	4,256,990	$83.1M	0.70%
68	INDBIndependent Bank Corp.	1,036,165	$78.9M	0.66%
69	AIMCUSDAltra Industrial Motion Corp.	2,162,215	$77.6M	0.65%
70	BUSDBarnes Group Inc.	1,364,950	$76.9M	0.65%
71	CBSHCommerce Bancshares, Inc.	1,286,840	$76.8M	0.64%
72	SRCLStericycle, Inc.	1,588,943	$75.9M	0.64%
73	WSTWest Pharmaceutical Services,	602,300	$75.4M	0.63%
74	MGPIMGP Ingredients, Inc.	1,133,055	$75.1M	0.63%
75	AKAMAkamai Technologies, Inc.	931,265	$74.6M	0.63%
76	FULH.B. Fuller Company	1,575,480	$73.1M	0.61%
77	IOSPInnospec Inc.	778,035	$71.0M	0.60%
78	GTESGates Industrial Corporation p	5,974,145	$68.2M	0.57%
79	PBVPrestige Consumer Healthcare I	2,111,405	$66.9M	0.56%
80	WWWWolverine World Wide, Inc.	2,408,955	$66.3M	0.56%
81	AKXANSYS, Inc.	313,575	$64.2M	0.54%
82	SMPLSimply Good Foods Co	2,622,310	$63.1M	0.53%
83	DHRB&G Foods, Inc.	2,946,820	$61.3M	0.51%
84	PODDInsulet Corporation	513,060	$61.2M	0.51%
85	TDOCTeladoc Health, Inc.	912,915	$60.6M	0.51%
86	DATATableau Software, Inc. Class A	345,975	$57.4M	0.48%
87	QLYSQualys, Inc.	624,185	$54.4M	0.46%
88	CBUCommunity Bank System, Inc.	818,430	$53.9M	0.45%
89	SAMBoston Beer Company, Inc. Clas	142,625	$53.9M	0.45%
90	SXIStandex International Corporat	721,695	$52.8M	0.44%
91	ENVUSDEnvestnet, Inc.	769,400	$52.6M	0.44%
92	SUPNSupernus Pharmaceuticals, Inc.	1,586,125	$52.5M	0.44%
93	ELFe.l.f. Beauty, Inc.	3,436,560	$48.5M	0.41%
94	CVBFCVB Financial Corp.	2,266,605	$47.7M	0.40%
95	JRVRJames River Group Holdings Ltd	965,240	$45.3M	0.38%
96	HELEHelen of Troy Limited	343,400	$44.8M	0.38%
97	MORNMorningstar, Inc.	296,715	$42.9M	0.36%
98	WASHWashington Trust Bancorp, Inc.	762,940	$39.8M	0.33%
99	—Bryn Mawr Bank Corporation	948,625	$35.4M	0.30%
100	TRSTriMas Corporation	1,079,385	$33.4M	0.28%

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