Champlain Investment Partners, LLC Q3 2020 Filing
Filed November 13, 2020
Portfolio Value
$14.7B
Holdings
126
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (126 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WDAYWORKDAY INC | 1,523,565 | $327.8B | 2228.89% | |
| 2 | FTVFORTIVE CORP | 4,080,890 | $311.0B | 2114.92% | |
| 3 | AMEAMETEK INC | 2,996,050 | $297.8B | 2025.17% | |
| 4 | CTLTEURCATALENT INC | 3,474,645 | $297.6B | 2024.02% | |
| 5 | IARTINTEGRA LIFESCIENCES HLDGS C | 6,271,020 | $296.1B | 2013.68% | |
| 6 | PSTGPURE STORAGE INC | 19,204,657 | $295.6B | 2009.89% | |
| 7 | —MEDALLIA INC | 10,567,344 | $289.8B | 1970.42% | |
| 8 | AJGGALLAGHER ARTHUR J & CO | 2,482,738 | $262.1B | 1782.53% | |
| 9 | ULTAULTA BEAUTY INC | 1,106,106 | $247.7B | 1684.74% | |
| 10 | CLVTCLARIVATE PLC | 7,982,625 | $247.4B | 1682.26% | |
| 11 | VEEVVEEVA SYS INC | 871,692 | $245.1B | 1666.82% | |
| 12 | REEVEREST RE GROUP LTD | 1,207,675 | $238.6B | 1622.30% | |
| 13 | HSYHERSHEY CO | 1,635,415 | $234.4B | 1594.12% | |
| 14 | TSCOTRACTOR SUPPLY CO | 1,622,695 | $232.6B | 1581.72% | |
| 15 | TECHBIO-TECHNE CORP | 931,735 | $230.8B | 1569.63% | |
| 16 | SJMSMUCKER J M CO | 1,988,985 | $229.8B | 1562.48% | |
| 17 | EWEDWARDS LIFESCIENCES CORP | 2,876,142 | $229.6B | 1561.16% | |
| 18 | QTWOQ2 HLDGS INC | 2,511,828 | $229.2B | 1558.82% | |
| 19 | SPLKCHFSPLUNK INC | 1,210,204 | $227.7B | 1548.26% | |
| 20 | AWNADVANCE AUTO PARTS INC | 1,474,350 | $226.3B | 1538.99% | |
| 21 | NEWREURNEW RELIC INC | 3,807,915 | $214.6B | 1459.43% | |
| 22 | XRAYDENTSPLY SIRONA INC | 4,865,730 | $212.8B | 1446.95% | |
| 23 | PANWPALO ALTO NETWORKS INC | 865,440 | $211.8B | 1440.40% | |
| 24 | ZSZSCALER INC | 1,449,490 | $203.9B | 1386.77% | |
| 25 | LWLAMB WESTON HLDGS INC | 2,988,172 | $198.0B | 1346.63% | |
| 26 | SMARGBPSMARTSHEET INC | 3,920,941 | $193.8B | 1317.71% | |
| 27 | TWTRADEWEB MKTS INC | 3,293,325 | $191.0B | 1298.94% | |
| 28 | ATRAPTARGROUP INC | 1,638,785 | $185.5B | 1261.52% | |
| 29 | COOCOOPER COS INC | 540,935 | $182.4B | 1240.10% | |
| 30 | THSTREEHOUSE FOODS INC | 4,366,895 | $177.0B | 1203.58% | |
| 31 | IEXIDEX CORP | 969,090 | $176.8B | 1202.10% | |
| 32 | OKTAOKTA INC | 822,674 | $175.9B | 1196.36% | |
| 33 | AFWALIGN TECHNOLOGY INC | 532,291 | $174.3B | 1184.95% | |
| 34 | —CANTEL MED CORP | 3,935,670 | $172.9B | 1175.99% | |
| 35 | 3M4MASIMO CORP | 728,990 | $172.1B | 1170.22% | |
| 36 | MZTILANCASTER COLONY CORP | 947,588 | $169.4B | 1152.16% | |
| 37 | WATWATERS CORP | 850,640 | $166.5B | 1131.92% | |
| 38 | ROKROCKWELL AUTOMATION INC | 740,327 | $163.4B | 1110.99% | |
| 39 | PBPROSPERITY BANCSHARES INC | 3,022,605 | $156.7B | 1065.34% | |
| 40 | TTCTORO CO | 1,831,751 | $153.8B | 1045.71% | |
| 41 | NOWSERVICENOW INC | 316,073 | $153.3B | 1042.45% | |
| 42 | NTRSNORTHERN TR CORP | 1,940,740 | $151.3B | 1029.01% | |
| 43 | DNKNDUNKIN BRANDS GROUP INC | 1,801,624 | $147.6B | 1003.52% | |
| 44 | SAILEURSAILPOINT TECHNLGIES HLDGS I | 3,677,585 | $145.5B | 989.59% | |
| 45 | MSAMSA SAFETY INC | 1,073,450 | $144.0B | 979.41% | |
| 46 | JBTJOHN BEAN TECHNOLOGIES CORP | 1,549,900 | $142.4B | 968.49% | |
| 47 | WSTWEST PHARMACEUTICAL SVSC INC | 513,375 | $141.1B | 959.70% | |
| 48 | TENBTENABLE HLDGS INC | 3,331,565 | $125.8B | 855.25% | |
| 49 | YEXTYEXT INC | 8,253,815 | $125.3B | 852.03% | |
| 50 | CNMDCONMED CORP | 1,566,724 | $123.3B | 838.16% | |
| 51 | SSFSENSIENT TECHNOLOGIES CORP | 2,114,215 | $122.1B | 830.14% | |
| 52 | TWNKEURHOSTESS BRANDS INC | 9,698,195 | $119.6B | 813.17% | |
| 53 | CSIIEURCARDIOVASCULAR SYS INC DEL | 2,961,190 | $116.5B | 792.39% | |
| 54 | INSPINSPIRE MED SYS INC | 887,450 | $114.5B | 778.80% | |
| 55 | AVNSAVANOS MED INC | 3,380,740 | $112.3B | 763.72% | |
| 56 | WLYWILEY JOHN & SONS INC | 3,487,804 | $110.6B | 752.10% | |
| 57 | PFPTPROOFPOINT INC | 1,047,620 | $110.6B | 751.95% | |
| 58 | SNPSSYNOPSYS INC | 512,965 | $109.8B | 746.42% | |
| 59 | CFRCULLEN FROST BANKERS INC | 1,681,445 | $107.5B | 731.22% | |
| 60 | BUWABIO RAD LABS INC | 207,870 | $107.1B | 728.64% | |
| 61 | SIVBEURSVB FINANCIAL GROUP | 442,224 | $106.4B | 723.60% | |
| 62 | SMPLSIMPLY GOOD FOODS CO | 4,481,165 | $98.8B | 671.93% | |
| 63 | BUSDBARNES GROUP INC | 2,636,860 | $94.2B | 640.86% | |
| 64 | WWWWOLVERINE WORLD WIDE INC | 3,426,360 | $88.5B | 602.07% | |
| 65 | PBVPRESTIGE CONSMR HEALTHCARE I | 2,427,480 | $88.4B | 601.20% | |
| 66 | ZEN1EURZENDESK INC | 846,885 | $87.2B | 592.72% | |
| 67 | AIMCUSDALTRA INDL MOTION CORP | 2,303,150 | $85.1B | 579.02% | |
| 68 | NVSTENVISTA HOLDINGS CORPORATION | 3,380,044 | $83.4B | 567.27% | |
| 69 | ATRCATRICURE INC | 2,069,420 | $82.6B | 561.50% | |
| 70 | UMBFUMB FINL CORP | 1,643,280 | $80.5B | 547.67% | |
| 71 | AQUAUSDEVOQUA WATER TECHNOLOGIES CO | 3,726,169 | $79.1B | 537.69% | |
| 72 | PENPENUMBRA INC | 399,610 | $77.7B | 528.22% | |
| 73 | TRSTRIMAS CORP | 3,095,440 | $70.6B | 479.94% | |
| 74 | DHRB & G FOODS INC NEW | 2,532,150 | $70.3B | 478.18% | |
| 75 | TAPMOLSON COORS BEVERAGE CO | 2,071,555 | $69.5B | 472.76% | |
| 76 | FRPTFRESHPET INC | 608,485 | $67.9B | 461.99% | |
| 77 | ELFE L F BEAUTY INC | 3,593,668 | $66.0B | 448.93% | |
| 78 | EYENATIONAL VISION HLDGS INC | 1,696,580 | $64.9B | 441.18% | |
| 79 | INDBINDEPENDENT BANK CORP MASS | 1,237,768 | $64.8B | 440.89% | |
| 80 | CPBCAMPBELL SOUP CO | 1,333,960 | $64.5B | 438.78% | |
| 81 | —ARGO GROUP INTL HLDGS LTD | 1,839,548 | $63.3B | 430.70% | |
| 82 | BF/BBROWN FORMAN CORP | 835,805 | $63.0B | 428.10% | |
| 83 | NDSNNORDSON CORP | 318,150 | $61.0B | 415.01% | |
| 84 | SIGISELECTIVE INS GROUP INC | 1,171,795 | $60.3B | 410.30% | |
| 85 | GNRCGENERAC HLDGS INC | 297,780 | $57.7B | 392.12% | |
| 86 | WKWORKIVA INC | 1,028,640 | $57.4B | 390.04% | |
| 87 | PLMRPALOMAR HLDGS INC | 548,650 | $57.2B | 388.91% | |
| 88 | JRVRJAMES RIV GROUP LTD | 1,267,215 | $56.4B | 383.73% | |
| 89 | CHDCHURCH & DWIGHT INC | 594,749 | $55.7B | 379.01% | |
| 90 | MGPIMGP INGREDIENTS INC NEW | 1,378,845 | $54.8B | 372.62% | |
| 91 | CBUCOMMUNITY BK SYS INC | 1,003,975 | $54.7B | 371.81% | |
| 92 | RBAGBPRITCHIE BROS AUCTIONEERS | 917,100 | $54.3B | 369.51% | |
| 93 | BLBLACKLINE INC | 595,665 | $53.4B | 363.06% | |
| 94 | ENVUSDENVESTNET INC | 673,340 | $52.0B | 353.31% | |
| 95 | GMEDGLOBUS MED INC | 1,042,550 | $51.6B | 351.08% | |
| 96 | MORNMORNINGSTAR INC | 310,310 | $49.8B | 338.92% | |
| 97 | IOSPINNOSPEC INC | 761,365 | $48.2B | 327.84% | |
| 98 | MFS1EURWELBILT INC | 7,796,891 | $48.0B | 326.61% | |
| 99 | NTNXNUTANIX INC | 2,155,185 | $47.8B | 325.07% | |
| 100 | CBSHCOMMERCE BANCSHARES INC | 825,161 | $46.4B | 315.86% |
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