Champlain Investment Partners, LLC Q4 2018 Filing

Filed February 13, 2019

Portfolio Value

$9.8B

Holdings

119

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (119 positions)

#	Stock	Shares	Value	% Portfolio
1	IARTIntegra LifeSciences Holdings	5,395,975	$243.4M	2.47%
2	RBAGBPRitchie Bros. Auctioneers Inco	6,766,250	$221.4M	2.25%
3	REEverest Re Group, Ltd.	851,485	$185.4M	1.88%
4	SPLKCHFSplunk Inc.	1,768,330	$185.4M	1.88%
5	OKTAOkta, Inc. Class A	2,869,070	$183.0M	1.86%
6	WLYJohn Wiley & Sons, Inc. Class	3,841,445	$180.4M	1.83%
7	THSTreeHouse Foods, Inc.	3,483,025	$176.6M	1.80%
8	WDAYWorkday, Inc. Class A	1,060,810	$169.4M	1.72%
9	RHT1EURRed Hat, Inc.	949,520	$166.8M	1.69%
10	AJGArthur J. Gallagher & Co.	2,185,300	$161.1M	1.64%
11	—Medidata Solutions, Inc.	2,354,750	$158.8M	1.61%
12	WATWaters Corporation	826,260	$155.9M	1.58%
13	NDSNNordson Corporation	1,303,765	$155.6M	1.58%
14	BLKBBlackbaud, Inc.	2,432,505	$153.0M	1.56%
15	PANWPalo Alto Networks, Inc.	790,205	$148.8M	1.51%
16	ATRAptargroup, Inc.	1,577,215	$148.4M	1.51%
17	NEWREURNew Relic, Inc.	1,739,755	$140.9M	1.43%
18	NTRSNorthern Trust Corporation	1,662,665	$139.0M	1.41%
19	PSTGPure Storage, Inc. Class A	8,639,190	$138.9M	1.41%
20	TSCOTractor Supply Company	1,566,375	$130.7M	1.33%
21	S7VSally Beauty Holdings, Inc.	7,467,940	$127.3M	1.29%
22	NUVAGBPNuVasive, Inc.	2,540,130	$125.9M	1.28%
23	FTVFortive Corp.	1,829,370	$123.8M	1.26%
24	PBProsperity Bancshares, Inc.(R)	1,985,215	$123.7M	1.26%
25	VRSKVerisk Analytics Inc	1,133,840	$123.6M	1.26%
26	LOGMEURLogMeIn, Inc.	1,486,235	$121.2M	1.23%
27	CTLTEURCatalent Inc	3,838,830	$119.7M	1.22%
28	ULTAUlta Beauty Inc	482,835	$118.2M	1.20%
29	FLOFlowers Foods, Inc.	6,182,485	$114.2M	1.16%
30	HRLHormel Foods Corporation	2,650,670	$113.1M	1.15%
31	SJMJ.M. Smucker Company	1,208,640	$113.0M	1.15%
32	IFFInternational Flavors & Fragra	840,935	$112.9M	1.15%
33	ROKRockwell Automation, Inc.	725,565	$109.2M	1.11%
34	AMEAMETEK, Inc.	1,596,535	$108.1M	1.10%
35	XRAYDENTSPLY SIRONA, Inc.	2,810,240	$104.6M	1.06%
36	—Argo Group International Holdi	1,552,563	$104.4M	1.06%
37	VEEVVeeva Systems Inc Class A	1,159,000	$103.5M	1.05%
38	EWEdwards Lifesciences Corporati	670,510	$102.7M	1.04%
39	TECHBio-Techne Corporation	708,100	$102.5M	1.04%
40	AWNAdvance Auto Parts, Inc.	646,630	$101.8M	1.03%
41	SSFSensient Technologies Corporat	1,803,185	$100.7M	1.02%
42	MCXMcCormick & Company, Incorpora	721,840	$100.5M	1.02%
43	NTNXNutanix, Inc. Class A	2,404,770	$100.0M	1.02%
44	TAPMolson Coors Brewing Company C	1,769,485	$99.4M	1.01%
45	COOCooper Companies, Inc.	389,510	$99.1M	1.01%
46	IEXIDEX Corporation	780,965	$98.6M	1.00%
47	AVNSAvanos Medical, Inc.	2,097,972	$94.0M	0.96%
48	CNMDCONMED Corporation	1,422,180	$91.3M	0.93%
49	—Laboratory Corporation of Amer	706,950	$89.3M	0.91%
50	UMBFUMB Financial Corporation	1,415,210	$86.3M	0.88%
51	3M4Masimo Corporation	798,650	$85.8M	0.87%
52	CFRCullen/Frost Bankers, Inc.	935,835	$82.3M	0.84%
53	TWNKEURHostess Brands, Inc. Class A	7,449,950	$81.5M	0.83%
54	DHRB&G Foods, Inc.	2,795,815	$80.8M	0.82%
55	FULH.B. Fuller Company	1,814,935	$77.4M	0.79%
56	GWREGuidewire Software, Inc.	964,385	$77.4M	0.79%
57	WWDWoodward, Inc.	1,041,230	$77.4M	0.79%
58	VVVValvoline Inc.	3,974,570	$76.9M	0.78%
59	CSIIEURCardiovascular Systems, Inc.	2,590,880	$73.8M	0.75%
60	SNPSSynopsys, Inc.	875,682	$73.8M	0.75%
61	GTESGates Industrial Corporation p	5,548,670	$73.5M	0.75%
62	JBTJohn Bean Technologies Corpora	1,001,710	$71.9M	0.73%
63	MFS1EURWelbilt Inc	6,167,875	$68.5M	0.70%
64	BF/BBrown-Forman Corporation Class	1,436,165	$68.3M	0.69%
65	MSAMSA Safety, Inc.	724,830	$68.3M	0.69%
66	CBSHCommerce Bancshares, Inc.	1,201,480	$67.7M	0.69%
67	QLYSQualys, Inc.	906,025	$67.7M	0.69%
68	—Cantel Medical Corp.	865,820	$64.5M	0.66%
69	PBVPrestige Consumer Healthcare I	2,043,965	$63.1M	0.64%
70	QTWOQ2 Holdings, Inc.	1,253,270	$62.1M	0.63%
71	CPBCampbell Soup Company	1,880,435	$62.0M	0.63%
72	—Navigators Group, Inc.	858,105	$59.6M	0.61%
73	WWWWolverine World Wide, Inc.	1,862,370	$59.4M	0.60%
74	INDBIndependent Bank Corp.	842,950	$59.3M	0.60%
75	AKXANSYS, Inc.	398,615	$57.0M	0.58%
76	DATATableau Software, Inc. Class A	470,015	$56.4M	0.57%
77	IOSPInnospec Inc.	908,630	$56.1M	0.57%
78	WSTWest Pharmaceutical Services,	567,985	$55.7M	0.57%
79	SRCLStericycle, Inc.	1,489,043	$54.6M	0.56%
80	SUPNSupernus Pharmaceuticals, Inc.	1,565,185	$52.0M	0.53%
81	BLBlackLine, Inc.	1,259,900	$51.6M	0.52%
82	AIMCUSDAltra Industrial Motion Corp.	1,930,320	$48.5M	0.49%
83	YEXTYext, Inc.	3,235,370	$48.0M	0.49%
84	PODDInsulet Corporation	598,580	$47.5M	0.48%
85	HSICHenry Schein, Inc.	600,720	$47.2M	0.48%
86	SMPLSimply Good Foods Co	2,464,365	$46.6M	0.47%
87	SIVBEURSVB Financial Group	242,425	$46.0M	0.47%
88	CBUCommunity Bank System, Inc.	785,650	$45.8M	0.47%
89	SXIStandex International Corporat	679,020	$45.6M	0.46%
90	BUSDBarnes Group Inc.	848,365	$45.5M	0.46%
91	CVBFCVB Financial Corp.	2,196,905	$44.4M	0.45%
92	MGPIMGP Ingredients, Inc.	772,410	$44.1M	0.45%
93	HELEHelen of Troy Limited	317,940	$41.7M	0.42%
94	PENPenumbra, Inc.	307,630	$37.6M	0.38%
95	AKAMAkamai Technologies, Inc.	599,475	$36.6M	0.37%
96	—Talend SA Sponsored ADR	969,410	$35.9M	0.37%
97	OMCLOmnicell, Inc.	570,495	$34.9M	0.36%
98	NOWServiceNow, Inc.	195,850	$34.9M	0.35%
99	WASHWashington Trust Bancorp, Inc.	730,700	$34.7M	0.35%
100	TRSTriMas Corporation	1,251,500	$34.2M	0.35%

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