Champlain Investment Partners, LLC Q3 2019 Filing

Filed November 14, 2019

Portfolio Value

$12.2B

Holdings

119

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (119 positions)

#	Stock	Shares	Value	% Portfolio
1	IARTIntegra LifeSciences Holdings	5,678,760	$341.1M	2.81%
2	REEverest Re Group, Ltd.	999,050	$265.8M	2.19%
3	PSTGPure Storage, Inc. Class A	15,153,205	$256.7M	2.11%
4	BLKBBlackbaud, Inc.	2,601,870	$235.1M	1.93%
5	NDSNNordson Corporation	1,502,785	$219.8M	1.81%
6	WATWaters Corporation	983,220	$219.5M	1.81%
7	FTVFortive Corp.	3,117,915	$213.8M	1.76%
8	AMEAMETEK, Inc.	2,275,260	$208.9M	1.72%
9	ROKRockwell Automation, Inc.	1,257,510	$207.2M	1.71%
10	EWEdwards Lifesciences Corporati	904,070	$198.8M	1.64%
11	SPLKCHFSplunk Inc.	1,672,245	$197.1M	1.62%
12	CTLTEURCatalent Inc	4,131,880	$196.9M	1.62%
13	AJGArthur J. Gallagher & Co.	2,197,645	$196.8M	1.62%
14	AWNAdvance Auto Parts, Inc.	1,150,365	$190.3M	1.57%
15	—Medidata Solutions, Inc.	2,055,760	$188.1M	1.55%
16	THSTreeHouse Foods, Inc.	3,378,055	$187.3M	1.54%
17	—Cantel Medical Corp.	2,455,202	$183.6M	1.51%
18	WLYJohn Wiley & Sons, Inc. Class	4,136,840	$181.8M	1.50%
19	XRAYDENTSPLY SIRONA, Inc.	3,361,245	$179.2M	1.47%
20	WDAYWorkday, Inc. Class A	1,031,655	$175.3M	1.44%
21	PANWPalo Alto Networks, Inc.	848,810	$173.0M	1.42%
22	PBProsperity Bancshares, Inc.(R)	2,437,530	$172.2M	1.42%
23	NTRSNorthern Trust Corporation	1,843,445	$172.0M	1.42%
24	SJMJ.M. Smucker Company	1,552,655	$170.8M	1.41%
25	LWLamb Weston Holdings, Inc.	2,269,235	$165.0M	1.36%
26	TECHBio-Techne Corporation	831,860	$162.8M	1.34%
27	IEXIDEX Corporation	972,770	$159.4M	1.31%
28	ATRAptargroup, Inc.	1,335,725	$158.2M	1.30%
29	NEWREURNew Relic, Inc.	2,392,445	$147.0M	1.21%
30	GWREGuidewire Software, Inc.	1,391,515	$146.6M	1.21%
31	COOCooper Companies, Inc.	468,705	$139.2M	1.15%
32	3M4Masimo Corporation	920,880	$137.0M	1.13%
33	TSCOTractor Supply Company	1,500,745	$135.7M	1.12%
34	HRLHormel Foods Corporation	3,083,495	$134.8M	1.11%
35	S7VSally Beauty Holdings, Inc.	9,018,555	$134.3M	1.10%
36	ULTAUlta Beauty Inc	533,730	$133.8M	1.10%
37	VEEVVeeva Systems Inc Class A	869,485	$132.8M	1.09%
38	—Laboratory Corporation of Amer	775,360	$130.3M	1.07%
39	SSFSensient Technologies Corporat	1,878,180	$128.9M	1.06%
40	CNMDCONMED Corporation	1,310,440	$126.0M	1.04%
41	TWNKEURHostess Brands, Inc. Class A	8,673,630	$121.3M	1.00%
42	JBTJohn Bean Technologies Corpora	1,218,555	$121.2M	1.00%
43	MFS1EURWelbilt Inc	7,131,475	$120.2M	0.99%
44	BF/BBrown-Forman Corporation Class	1,861,235	$116.8M	0.96%
45	IFFInternational Flavors & Fragra	930,555	$114.2M	0.94%
46	MSAMSA Safety, Inc.	1,029,020	$112.3M	0.92%
47	TAPMolson Coors Brewing Company C	1,944,285	$111.8M	0.92%
48	NTNXNutanix, Inc. Class A	4,177,740	$109.7M	0.90%
49	VRSKVerisk Analytics Inc	679,050	$107.4M	0.88%
50	CPBCampbell Soup Company	2,237,030	$105.0M	0.86%
51	—Argo Group International Holdi	1,479,623	$103.9M	0.86%
52	QTWOQ2 Holdings, Inc.	1,278,930	$100.9M	0.83%
53	UMBFUMB Financial Corporation	1,556,885	$100.5M	0.83%
54	CFRCullen/Frost Bankers, Inc.	1,124,870	$99.6M	0.82%
55	AVNSAvanos Medical, Inc.	2,581,982	$96.7M	0.80%
56	RBAGBPRitchie Bros. Auctioneers Inco	2,391,430	$95.4M	0.79%
57	NOWServiceNow, Inc.	366,720	$93.1M	0.77%
58	CSIIEURCardiovascular Systems, Inc.	1,927,580	$91.6M	0.75%
59	YEXTYext, Inc.	5,742,715	$91.3M	0.75%
60	BLBlackLine, Inc.	1,859,465	$88.9M	0.73%
61	AKAMAkamai Technologies, Inc.	961,955	$87.9M	0.72%
62	WSTWest Pharmaceutical Services,	616,070	$87.4M	0.72%
63	SRCLStericycle, Inc.	1,633,085	$83.2M	0.68%
64	BUSDBarnes Group Inc.	1,611,720	$83.1M	0.68%
65	INDBIndependent Bank Corp.	1,110,405	$82.9M	0.68%
66	SNPSSynopsys, Inc.	601,280	$82.5M	0.68%
67	FLOFlowers Foods, Inc.	3,490,650	$80.7M	0.66%
68	CBSHCommerce Bancshares, Inc.	1,329,534	$80.6M	0.66%
69	SIVBEURSVB Financial Group	384,570	$80.4M	0.66%
70	MCXMcCormick & Company, Incorpora	512,240	$80.1M	0.66%
71	TDOCTeladoc Health, Inc.	1,147,025	$77.7M	0.64%
72	OKTAOkta, Inc. Class A	788,290	$77.6M	0.64%
73	SMPLSimply Good Foods Co	2,647,945	$76.8M	0.63%
74	PBVPrestige Consumer Healthcare I	2,154,925	$74.8M	0.62%
75	MZTILancaster Colony Corporation	509,835	$70.7M	0.58%
76	WWWWolverine World Wide, Inc.	2,456,245	$69.4M	0.57%
77	AIMCUSDAltra Industrial Motion Corp.	2,485,895	$68.8M	0.57%
78	FULH.B. Fuller Company	1,470,780	$68.5M	0.56%
79	MGPIMGP Ingredients, Inc.	1,268,765	$63.0M	0.52%
80	FRPTFreshpet Inc	1,228,960	$61.2M	0.50%
81	AKXANSYS, Inc.	273,340	$60.5M	0.50%
82	NUVAGBPNuVasive, Inc.	942,080	$59.7M	0.49%
83	IOSPInnospec Inc.	660,395	$58.9M	0.48%
84	ELFe.l.f. Beauty, Inc.	3,303,330	$57.8M	0.48%
85	CBUCommunity Bank System, Inc.	922,890	$56.9M	0.47%
86	ENVUSDEnvestnet, Inc.	986,175	$55.9M	0.46%
87	SXIStandex International Corporat	733,780	$53.5M	0.44%
88	DHRB&G Foods, Inc.	2,827,110	$53.5M	0.44%
89	TENBTenable Holdings, Inc.	2,317,645	$51.9M	0.43%
90	JRVRJames River Group Holdings Ltd	977,245	$50.1M	0.41%
91	CVBFCVB Financial Corp.	2,309,635	$48.2M	0.40%
92	LOGMEURLogMeIn, Inc.	638,575	$45.3M	0.37%
93	MORNMorningstar, Inc.	306,150	$44.7M	0.37%
94	QLYSQualys, Inc.	574,870	$43.4M	0.36%
95	HELEHelen of Troy Limited	244,895	$38.6M	0.32%
96	SAILEURSailPoint Technologies Holding	2,013,720	$37.6M	0.31%
97	WASHWashington Trust Bancorp, Inc.	775,715	$37.5M	0.31%
98	GABCGerman American Bancorp, Inc.	1,105,270	$35.4M	0.29%
99	—Bryn Mawr Bank Corporation	962,880	$35.2M	0.29%
100	EYENational Vision Holdings, Inc.	1,455,875	$35.0M	0.29%

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