Champlain Investment Partners, LLC Q4 2019 Filing

Filed February 13, 2020

Portfolio Value

$13.7B

Holdings

119

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (119 positions)

#	Stock	Shares	Value	% Portfolio
1	IARTIntegra LifeSciences Holdings	6,066,660	$353.6M	2.58%
2	PSTGPure Storage, Inc. Class A	16,613,360	$284.3M	2.08%
3	REEverest Re Group, Ltd.	1,001,590	$277.3M	2.03%
4	CTLTEURCatalent Inc	4,851,205	$273.1M	2.00%
5	—Cantel Medical Corp.	3,439,750	$243.9M	1.78%
6	FTVFortive Corp.	3,155,300	$241.0M	1.76%
7	ROKRockwell Automation, Inc.	1,183,320	$239.8M	1.75%
8	WATWaters Corporation	998,575	$233.3M	1.71%
9	AMEAMETEK, Inc.	2,280,805	$227.5M	1.66%
10	NEWREURNew Relic, Inc.	3,260,600	$214.3M	1.57%
11	EWEdwards Lifesciences Corporati	907,900	$211.8M	1.55%
12	WLYJohn Wiley & Sons, Inc. Class	4,354,755	$211.3M	1.54%
13	NDSNNordson Corporation	1,295,080	$210.9M	1.54%
14	AJGArthur J. Gallagher & Co.	2,200,825	$209.6M	1.53%
15	NOWServiceNow, Inc.	733,665	$207.1M	1.51%
16	BLKBBlackbaud, Inc.	2,601,290	$207.1M	1.51%
17	XRAYDENTSPLY SIRONA, Inc.	3,614,605	$204.6M	1.50%
18	PANWPalo Alto Networks, Inc.	871,450	$201.5M	1.47%
19	ULTAUlta Beauty Inc	791,035	$200.2M	1.46%
20	WDAYWorkday, Inc. Class A	1,209,430	$198.9M	1.45%
21	LWLamb Weston Holdings, Inc.	2,289,755	$197.0M	1.44%
22	IEXIDEX Corporation	1,142,910	$196.6M	1.44%
23	NTRSNorthern Trust Corporation	1,843,215	$195.8M	1.43%
24	SJMJ.M. Smucker Company	1,880,100	$195.8M	1.43%
25	TECHBio-Techne Corporation	867,675	$190.5M	1.39%
26	AWNAdvance Auto Parts, Inc.	1,154,755	$184.9M	1.35%
27	PBProsperity Bancshares, Inc.(R)	2,549,040	$183.3M	1.34%
28	THSTreeHouse Foods, Inc.	3,701,200	$179.5M	1.31%
29	SPLKCHFSplunk Inc.	1,176,175	$176.2M	1.29%
30	TSCOTractor Supply Company	1,831,205	$171.1M	1.25%
31	3M4Masimo Corporation	1,065,695	$168.4M	1.23%
32	S7VSally Beauty Holdings, Inc.	8,960,130	$163.5M	1.20%
33	MSAMSA Safety, Inc.	1,228,050	$155.2M	1.13%
34	ATRAptargroup, Inc.	1,340,855	$155.0M	1.13%
35	COOCooper Companies, Inc.	479,905	$154.2M	1.13%
36	JBTJohn Bean Technologies Corpora	1,340,370	$151.0M	1.10%
37	TWNKEURHostess Brands, Inc. Class A	9,884,300	$143.7M	1.05%
38	QTWOQ2 Holdings, Inc.	1,703,975	$138.2M	1.01%
39	SSFSensient Technologies Corporat	2,085,780	$137.8M	1.01%
40	CFRCullen/Frost Bankers, Inc.	1,354,450	$132.4M	0.97%
41	—Laboratory Corporation of Amer	779,295	$131.8M	0.96%
42	NTNXNutanix, Inc. Class A	4,190,085	$131.0M	0.96%
43	VEEVVeeva Systems Inc Class A	907,020	$127.6M	0.93%
44	CNMDCONMED Corporation	1,125,540	$125.9M	0.92%
45	MFS1EURWelbilt Inc	7,907,190	$123.4M	0.90%
46	—Argo Group International Holdi	1,872,583	$123.1M	0.90%
47	MZTILancaster Colony Corporation	766,785	$122.8M	0.90%
48	UMBFUMB Financial Corporation	1,762,780	$121.0M	0.88%
49	IFFInternational Flavors & Fragra	923,250	$119.1M	0.87%
50	CSIIEURCardiovascular Systems, Inc.	2,398,195	$116.5M	0.85%
51	YEXTYext, Inc.	7,848,795	$113.2M	0.83%
52	AVNSAvanos Medical, Inc.	3,334,297	$112.4M	0.82%
53	SMPLSimply Good Foods Co	3,878,285	$110.7M	0.81%
54	CPBCampbell Soup Company	2,232,215	$110.3M	0.81%
55	BUSDBarnes Group Inc.	1,778,135	$110.2M	0.81%
56	TDOCTeladoc Health, Inc.	1,261,900	$105.6M	0.77%
57	TAPMolson Coors Beverage Company	1,946,790	$104.9M	0.77%
58	AIMCUSDAltra Industrial Motion Corp.	2,851,700	$103.3M	0.75%
59	INDBIndependent Bank Corp.	1,222,600	$101.8M	0.74%
60	GWREGuidewire Software, Inc.	880,190	$96.6M	0.71%
61	SIVBEURSVB Financial Group	384,480	$96.5M	0.71%
62	PBVPrestige Consumer Healthcare I	2,375,405	$96.2M	0.70%
63	TENBTenable Holdings, Inc.	3,888,080	$93.2M	0.68%
64	WSTWest Pharmaceutical Services,	616,025	$92.6M	0.68%
65	WWWWolverine World Wide, Inc.	2,707,595	$91.4M	0.67%
66	CBSHCommerce Bancshares, Inc.	1,336,386	$90.8M	0.66%
67	MCXMcCormick & Company, Incorpora	512,790	$87.0M	0.64%
68	OKTAOkta, Inc. Class A	744,485	$85.9M	0.63%
69	—Medallia, Inc.	2,749,075	$85.5M	0.63%
70	SAILEURSailPoint Technologies Holding	3,623,675	$85.5M	0.63%
71	HRLHormel Foods Corporation	1,893,710	$85.4M	0.62%
72	SNPSSynopsys, Inc.	603,115	$84.0M	0.61%
73	BF/BBrown-Forman Corporation Class	1,236,885	$83.6M	0.61%
74	CLVTClarivate Analytics Plc	4,962,155	$83.4M	0.61%
75	RBAGBPRitchie Bros. Auctioneers Inco	1,938,905	$83.3M	0.61%
76	FULH.B. Fuller Company	1,612,840	$83.2M	0.61%
77	ENVUSDEnvestnet, Inc.	1,175,165	$81.8M	0.60%
78	FRPTFreshpet Inc	1,362,770	$80.5M	0.59%
79	PFPTProofpoint, Inc.	677,255	$77.7M	0.57%
80	VRSKVerisk Analytics Inc	509,965	$76.2M	0.56%
81	FLOFlowers Foods, Inc.	3,374,425	$73.4M	0.54%
82	CBUCommunity Bank System, Inc.	1,019,280	$72.3M	0.53%
83	SRCLStericycle, Inc.	1,128,435	$72.0M	0.53%
84	IOSPInnospec Inc.	664,645	$68.8M	0.50%
85	MGPIMGP Ingredients, Inc.	1,406,420	$68.1M	0.50%
86	SXIStandex International Corporat	812,330	$64.5M	0.47%
87	DHRB&G Foods, Inc.	3,312,945	$59.4M	0.43%
88	ELFe.l.f. Beauty, Inc.	3,644,615	$58.8M	0.43%
89	EYENational Vision Holdings, Inc.	1,741,215	$56.5M	0.41%
90	CVBFCVB Financial Corp.	2,594,540	$56.0M	0.41%
91	BLBlackLine, Inc.	1,085,870	$56.0M	0.41%
92	AFWAlign Technology, Inc.	194,235	$54.2M	0.40%
93	NVSTEnvista Holdings Corp.	1,813,805	$53.8M	0.39%
94	TRSTriMas Corporation	1,623,925	$51.0M	0.37%
95	JRVRJames River Group Holdings Ltd	1,228,220	$50.6M	0.37%
96	INSPInspire Medical Systems, Inc.	662,965	$49.2M	0.36%
97	AKXANSYS, Inc.	180,505	$46.5M	0.34%
98	MORNMorningstar, Inc.	306,695	$46.4M	0.34%
99	WASHWashington Trust Bancorp, Inc.	855,050	$46.0M	0.34%
100	—Bryn Mawr Bank Corporation	1,094,710	$45.1M	0.33%

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