Champlain Investment Partners, LLC Q3 2018 Filing

Filed November 13, 2018

Portfolio Value

$11.3B

Holdings

118

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (118 positions)

#	Stock	Shares	Value	% Portfolio
1	IARTIntegra LifeSciences Holdings	5,342,585	$351.9M	3.12%
2	RBAGBPRitchie Bros. Auctioneers Inco	6,932,750	$250.5M	2.22%
3	BLKBBlackbaud, Inc.	2,419,380	$245.5M	2.18%
4	NUVAGBPNuVasive, Inc.	3,157,205	$224.1M	1.99%
5	WLYJohn Wiley & Sons, Inc. Class	3,686,730	$223.4M	1.98%
6	SPLKCHFSplunk Inc.	1,754,555	$212.1M	1.88%
7	OKTAOkta, Inc. Class A	2,939,960	$206.9M	1.83%
8	ATRAptargroup, Inc.	1,847,625	$199.1M	1.77%
9	REEverest Re Group, Ltd.	844,015	$192.8M	1.71%
10	HRLHormel Foods Corporation	4,753,765	$187.3M	1.66%
11	PSTGPure Storage, Inc. Class A	7,173,790	$186.2M	1.65%
12	CTLTEURCatalent Inc	3,901,245	$177.7M	1.58%
13	NDSNNordson Corporation	1,275,000	$177.1M	1.57%
14	RHT1EURRed Hat, Inc.	1,284,965	$175.1M	1.55%
15	PANWPalo Alto Networks, Inc.	761,150	$171.5M	1.52%
16	WDAYWorkday, Inc. Class A	1,173,020	$171.2M	1.52%
17	NTRSNorthern Trust Corporation	1,648,495	$168.4M	1.49%
18	AJGArthur J. Gallagher & Co.	2,197,325	$163.6M	1.45%
19	WATWaters Corporation	821,915	$160.0M	1.42%
20	—Medidata Solutions, Inc.	2,150,860	$157.7M	1.40%
21	THSTreeHouse Foods, Inc.	3,290,770	$157.5M	1.40%
22	TSCOTractor Supply Company	1,571,610	$142.8M	1.27%
23	VEEVVeeva Systems Inc Class A	1,288,210	$140.2M	1.24%
24	PBProsperity Bancshares, Inc.(R)	2,015,875	$139.8M	1.24%
25	LOGMEURLogMeIn, Inc.	1,532,555	$136.6M	1.21%
26	VRSKVerisk Analytics Inc	1,130,080	$136.2M	1.21%
27	FLOFlowers Foods, Inc.	7,204,665	$134.4M	1.19%
28	S7VSally Beauty Holdings, Inc.	7,194,560	$132.3M	1.17%
29	SSFSensient Technologies Corporat	1,691,675	$129.4M	1.15%
30	ULTAUlta Beauty Inc	445,910	$125.8M	1.12%
31	ROKRockwell Automation, Inc.	670,005	$125.6M	1.11%
32	MFS1EURWelbilt Inc	5,966,285	$124.6M	1.10%
33	—Laboratory Corporation of Amer	704,775	$122.4M	1.09%
34	COOCooper Companies, Inc.	440,675	$122.1M	1.08%
35	TECHBio-Techne Corporation	594,135	$121.3M	1.08%
36	AMEAMETEK, Inc.	1,507,885	$119.3M	1.06%
37	MCXMcCormick & Company, Incorpora	901,645	$118.8M	1.05%
38	JBTJohn Bean Technologies Corpora	982,800	$117.2M	1.04%
39	IFFInternational Flavors & Fragra	827,495	$115.1M	1.02%
40	EWEdwards Lifesciences Corporati	658,965	$114.7M	1.02%
41	CNMDCONMED Corporation	1,375,655	$109.0M	0.97%
42	HELEHelen of Troy Limited	831,035	$108.8M	0.96%
43	AWNAdvance Auto Parts, Inc.	644,385	$108.5M	0.96%
44	AVNSAvanos Medical, Inc.	1,565,996	$107.3M	0.95%
45	FTVFortive Corp.	1,264,165	$106.4M	0.94%
46	—Argo Group International Holdi	1,674,693	$105.6M	0.94%
47	GTESGates Industrial Corporation p	5,335,315	$104.0M	0.92%
48	TAPMolson Coors Brewing Company C	1,685,795	$103.7M	0.92%
49	DATATableau Software, Inc. Class A	904,655	$101.1M	0.90%
50	NEWREURNew Relic, Inc.	1,053,590	$99.3M	0.88%
51	WWDWoodward, Inc.	1,205,965	$97.5M	0.86%
52	CFRCullen/Frost Bankers, Inc.	927,555	$96.9M	0.86%
53	FULH.B. Fuller Company	1,836,375	$94.9M	0.84%
54	XRAYDENTSPLY SIRONA, Inc.	2,512,695	$94.8M	0.84%
55	CSIIEURCardiovascular Systems, Inc.	2,392,580	$93.6M	0.83%
56	UMBFUMB Financial Corporation	1,312,015	$93.0M	0.83%
57	SJMJ.M. Smucker Company	897,645	$92.1M	0.82%
58	GWREGuidewire Software, Inc.	879,600	$88.8M	0.79%
59	—Navigators Group, Inc.	1,283,155	$88.7M	0.79%
60	3M4Masimo Corporation	707,020	$88.1M	0.78%
61	SRCLStericycle, Inc.	1,478,493	$86.8M	0.77%
62	SNPSSynopsys, Inc.	874,542	$86.2M	0.76%
63	VVVValvoline Inc.	3,967,365	$85.3M	0.76%
64	QLYSQualys, Inc.	924,430	$82.4M	0.73%
65	DHRB&G Foods, Inc.	2,964,736	$81.4M	0.72%
66	PBVPrestige Consumer Healthcare I	2,078,545	$78.8M	0.70%
67	PODDInsulet Corporation	723,660	$76.7M	0.68%
68	WWWWolverine World Wide, Inc.	1,949,915	$76.1M	0.68%
69	CBSHCommerce Bancshares, Inc.	1,126,230	$74.4M	0.66%
70	IOSPInnospec Inc.	951,960	$73.1M	0.65%
71	MSAMSA Safety, Inc.	682,900	$72.7M	0.64%
72	AKXANSYS, Inc.	385,350	$71.9M	0.64%
73	TWNKEURHostess Brands, Inc. Class A	6,357,810	$70.4M	0.62%
74	TDOCTeladoc Health, Inc.	807,315	$69.7M	0.62%
75	OMCLOmnicell, Inc.	963,760	$69.3M	0.61%
76	SXIStandex International Corporat	664,305	$69.3M	0.61%
77	CPBCampbell Soup Company	1,878,765	$68.8M	0.61%
78	PENPenumbra, Inc.	457,455	$68.5M	0.61%
79	SUPNSupernus Pharmaceuticals, Inc.	1,330,705	$67.0M	0.59%
80	IEXIDEX Corporation	443,025	$66.7M	0.59%
81	—Talend SA Sponsored ADR	898,465	$62.7M	0.56%
82	INDBIndependent Bank Corp.	756,575	$62.5M	0.55%
83	WSTWest Pharmaceutical Services,	497,320	$61.4M	0.54%
84	HSICHenry Schein, Inc.	720,920	$61.3M	0.54%
85	—Lydall, Inc.	1,305,485	$56.3M	0.50%
86	YEXTYext, Inc.	2,267,140	$53.7M	0.48%
87	AIMCUSDAltra Industrial Motion Corp.	1,272,680	$52.6M	0.47%
88	SMPLSimply Good Foods Co	2,678,325	$52.1M	0.46%
89	CVBFCVB Financial Corp.	2,287,980	$51.1M	0.45%
90	QTWOQ2 Holdings, Inc.	839,970	$50.9M	0.45%
91	CBUCommunity Bank System, Inc.	832,055	$50.8M	0.45%
92	ELFe.l.f. Beauty, Inc.	3,618,795	$46.1M	0.41%
93	SIVBEURSVB Financial Group	138,735	$43.1M	0.38%
94	WASHWashington Trust Bancorp, Inc.	768,310	$42.5M	0.38%
95	SAMBoston Beer Company, Inc. Clas	141,350	$40.6M	0.36%
96	TRSTriMas Corporation	1,331,680	$40.5M	0.36%
97	—Bryn Mawr Bank Corporation	862,295	$40.4M	0.36%
98	GABCGerman American Bancorp, Inc.	1,106,290	$39.0M	0.35%
99	MORNMorningstar, Inc.	280,640	$35.3M	0.31%
100	AKAMAkamai Technologies, Inc.	420,365	$30.8M	0.27%

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