Q3 2025 · 13F-HR
Champlain Investment Partners, LLCholdings as filed
Filed 2025-11-12 · accession 0001315478-25-000030
$13.26B
Reported value
135
Positions
2025-09-30
Period end
The Brief · Champlain Investment Partners, LLC · Q3 2025
AI · grounded in 13F
Champlain Investment Partners, LLC established a new position in Pure Storage Inc P valued at $355.3M. The fund also initiated new stakes in E L F Beauty Inc ELF for $273.3M and Nutanix Inc NTNX for $259.1M. Other new additions include MSA Safety Inc MSA and Esab Corporation ESAB.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 74624M102 | P | PURE STORAGE INC | $355.3M | 2.68% | 4,239,530 | Common | SOLE |
| 26856L103 | ELF | E L F BEAUTY INC | $273.3M | 2.06% | 2,062,709 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $259.1M | 1.95% | 3,482,413 | Common | SOLE |
| 553498106 | MSA | MSA SAFETY INC | $253.4M | 1.91% | 1,472,716 | Common | SOLE |
| 29605J106 | ESAB | ESAB CORPORATION | $222.4M | 1.68% | 1,990,077 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $220.6M | 1.66% | 11,139,056 | Common | SOLE |
| 81768T108 | SFBS | SERVISFIRST BANCSHARES INC | $217.1M | 1.64% | 2,696,260 | Common | SOLE |
| 000360206 | AAON | AAON INC | $216.8M | 1.63% | 2,320,319 | Common | SOLE |
| 229899109 | CFR | CULLEN FROST BANKERS INC | $214.2M | 1.62% | 1,689,642 | Common | SOLE |
| 37637K108 | GTLB | GITLAB INC | $212.0M | 1.60% | 4,703,281 | Common | SOLE |
| 974155103 | WING | WINGSTOP INC | $193.1M | 1.46% | 767,208 | Common | SOLE |
| 407497106 | HLNE | HAMILTON LANE INC | $187.1M | 1.41% | 1,388,380 | Common | SOLE |
| 70975L107 | PEN | PENUMBRA INC | $181.9M | 1.37% | 717,900 | Common | SOLE |
| 98419M100 | XYL | XYLEM INC | $181.1M | 1.37% | 1,227,780 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $179.0M | 1.35% | 1,339,246 | Common | SOLE |
| 98311A105 | WH | WYNDHAM HOTELS & RESORTS INC | $176.8M | 1.33% | 2,212,717 | Common | SOLE |
| G6700G107 | NVT | NVENT ELECTRIC PLC | $176.3M | 1.33% | 1,787,135 | Common | SOLE |
| 78351F107 | RYAN | RYAN SPECIALTY HOLDINGS INC | $172.8M | 1.30% | 3,066,011 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $169.1M | 1.28% | 544,822 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $165.9M | 1.25% | 882,265 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $164.4M | 1.24% | 2,114,537 | Common | SOLE |
| 92338C103 | VLTO | VERALTO CORP | $161.8M | 1.22% | 1,517,530 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $156.2M | 1.18% | 275,265 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $155.9M | 1.18% | 1,700,387 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $153.3M | 1.16% | 941,927 | Common | SOLE |
| 655663102 | NDSN | NORDSON CORP | $143.2M | 1.08% | 630,814 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $142.1M | 1.07% | 1,949,322 | Common | SOLE |
| 358039105 | FRPT | FRESHPET INC | $137.3M | 1.03% | 2,490,512 | Common | SOLE |
| 592688105 | MTD | METTLER TOLEDO INTERNATIONAL | $135.0M | 1.02% | 110,010 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $134.9M | 1.02% | 560,460 | Common | SOLE |
| G3223R108 | EG | EVEREST GROUP LTD | $134.5M | 1.01% | 384,141 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $133.6M | 1.01% | 1,948,834 | Common | SOLE |
| 384802104 | GWW | GRAINGER W W INC | $132.7M | 1.00% | 139,248 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $130.9M | 0.99% | 919,515 | Common | SOLE |
| 25754A201 | DPZ | DOMINOS PIZZA INC | $130.6M | 0.98% | 302,537 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $129.7M | 0.98% | 2,370,634 | Common | SOLE |
| 148929102 | CAVA | CAVA GROUP INC | $129.7M | 0.98% | 2,146,502 | Common | SOLE |
| 533900106 | LECO | LINCOLN ELEC HLDGS INC | $128.2M | 0.97% | 543,402 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $124.5M | 0.94% | 356,115 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC | $123.6M | 0.93% | 1,846,960 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $123.2M | 0.93% | 289,696 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $120.4M | 0.91% | 458,920 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $120.0M | 0.90% | 243,230 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $118.2M | 0.89% | 394,470 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAP GROUP LTD | $117.8M | 0.89% | 1,298,245 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $115.8M | 0.87% | 388,870 | Common | SOLE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $115.0M | 0.87% | 895,770 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $112.4M | 0.85% | 374,890 | Common | SOLE |
| 05589G102 | BWIN | THE BALDWIN INSURANCE GRP IN | $110.5M | 0.83% | 3,915,879 | Common | SOLE |
| 892672106 | TW | TRADEWEB MKTS INC | $107.7M | 0.81% | 970,500 | Common | SOLE |
| 311900104 | FAST | FASTENAL CO | $107.2M | 0.81% | 2,185,040 | Common | SOLE |
| 441593100 | HLI | HOULIHAN LOKEY INC | $105.0M | 0.79% | 511,281 | Common | SOLE |
| 854231107 | SXI | STANDEX INTL CORP | $103.5M | 0.78% | 488,359 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $102.5M | 0.77% | 503,215 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $100.4M | 0.76% | 139,910 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $96.8M | 0.73% | 304,640 | Common | SOLE |
| G8473T100 | STE | STERIS PLC | $96.3M | 0.73% | 389,195 | Common | SOLE |
| 61174X109 | MNST | MONSTER BEVERAGE CORP NEW | $94.7M | 0.71% | 1,407,010 | Common | SOLE |
| 09073M104 | TECH | BIO-TECHNE CORP | $94.7M | 0.71% | 1,702,243 | Common | SOLE |
| 32020R109 | FFIN | FIRST FINL BANKSHARES INC | $94.2M | 0.71% | 2,799,987 | Common | SOLE |
| 477839104 | JBTM | JBT MAREL CORPORATION | $93.4M | 0.70% | 664,841 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $92.0M | 0.69% | 5,227,040 | Common | SOLE |
| 16679L109 | CHWY | CHEWY INC | $89.0M | 0.67% | 2,200,790 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $89.0M | 0.67% | 2,436,695 | Common | SOLE |
| 384109104 | GGG | GRACO INC | $85.6M | 0.65% | 1,007,374 | Common | SOLE |
| 303075105 | FDS | FACTSET RESH SYS INC | $85.1M | 0.64% | 297,015 | Common | SOLE |
| 379577208 | GMED | GLOBUS MED INC | $82.8M | 0.62% | 1,446,614 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $81.9M | 0.62% | 1,671,640 | Common | SOLE |
| 607828100 | MOD | MODINE MFG CO | $80.8M | 0.61% | 568,463 | Common | SOLE |
| 34959J108 | FTV | FORTIVE CORP | $79.6M | 0.60% | 1,623,840 | Common | SOLE |
| 292765104 | EPAC | ENERPAC TOOL GROUP CORP | $78.7M | 0.59% | 1,919,171 | Common | SOLE |
| 78473E103 | SPXC | SPX TECHNOLOGIES INC | $77.4M | 0.58% | 414,523 | Common | SOLE |
| 10576N102 | BRZE | BRAZE INC | $76.4M | 0.58% | 2,687,928 | Common | SOLE |
| 01644J108 | ALKT | ALKAMI TECHNOLOGY INC | $75.4M | 0.57% | 3,034,072 | Common | SOLE |
| 126402106 | CSW | CSW INDUSTRIALS INC | $75.1M | 0.57% | 309,333 | Common | SOLE |
| 829073105 | SSD | SIMPSON MFG INC | $74.9M | 0.56% | 447,314 | Common | SOLE |
| 48282T104 | KAI | KADANT INC | $73.8M | 0.56% | 247,920 | Common | SOLE |
| 69343T107 | PJT | PJT PARTNERS INC | $73.6M | 0.56% | 414,141 | Common | SOLE |
| 440452100 | HRL | HORMEL FOODS CORP | $73.3M | 0.55% | 2,961,282 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $73.1M | 0.55% | 1,086,120 | Common | SOLE |
| 04963C209 | ATRC | ATRICURE INC | $69.7M | 0.53% | 1,978,213 | Common | SOLE |
| 74935Q107 | RBA | RB GLOBAL INC | $68.4M | 0.52% | 630,803 | Common | SOLE |
| 67000B104 | NOVT | NOVANTA INC | $67.9M | 0.51% | 678,249 | Common | SOLE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $67.2M | 0.51% | 122,920 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS INC | $65.8M | 0.50% | 633,802 | Common | SOLE |
| 830940102 | SKWD | SKYWARD SPECIALTY INS GROUP | $65.3M | 0.49% | 1,372,788 | Common | SOLE |
| 204166102 | CVLT | COMMVAULT SYS INC | $65.0M | 0.49% | 344,455 | Common | SOLE |
| 929328102 | WSFS | WSFS FINL CORP | $64.4M | 0.49% | 1,194,893 | Common | SOLE |
| 189054109 | CLX | CLOROX CO DEL | $64.3M | 0.49% | 521,745 | Common | SOLE |
| 71944F106 | PHR | PHREESIA INC | $63.0M | 0.48% | 2,678,825 | Common | SOLE |
| 450056106 | IRTC | IRHYTHM TECHNOLOGIES INC | $62.9M | 0.47% | 365,627 | Common | SOLE |
| 82900L102 | SMPL | SIMPLY GOOD FOODS CO | $62.0M | 0.47% | 2,496,072 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $61.2M | 0.46% | 1,664,289 | Common | SOLE |
| 861896108 | SNEX | STONEX GROUP INC | $56.1M | 0.42% | 555,771 | Common | SOLE |
| 942749102 | WTS | WATTS WATER TECHNOLOGIES INC | $55.4M | 0.42% | 198,537 | Common | SOLE |
| 104674106 | BRC | BRADY CORP | $55.3M | 0.42% | 708,443 | Common | SOLE |
| 296315104 | ESE | ESCO TECHNOLOGIES INC | $54.8M | 0.41% | 259,805 | Common | SOLE |
| 75524B104 | RBC | RBC BEARINGS INC | $53.9M | 0.41% | 138,119 | Common | SOLE |
| 00971T101 | AKAM | AKAMAI TECHNOLOGIES INC | $53.8M | 0.41% | 710,194 | Common | SOLE |
| 92047W101 | VVV | VALVOLINE INC | $53.4M | 0.40% | 1,487,994 | Common | SOLE |
| 68278B107 | K4F | ONESTREAM INC | $53.2M | 0.40% | 2,886,232 | Common | SOLE |
| 74276L105 | PRCT | PROCEPT BIOROBOTICS CORP | $51.3M | 0.39% | 1,437,897 | Common | SOLE |
| 373865104 | GABC | GERMAN AMERN BANCORP INC | $50.8M | 0.38% | 1,294,513 | Common | SOLE |
| 92538J106 | VERX | VERTEX INC | $50.8M | 0.38% | 2,049,490 | Common | SOLE |
| 15118V207 | CELH | CELSIUS HLDGS INC | $50.8M | 0.38% | 882,820 | Common | SOLE |
| 070830104 | BBWI | BATH & BODY WORKS INC | $50.0M | 0.38% | 1,940,685 | Common | SOLE |
| 69753M105 | PLMR | PALOMAR HLDGS INC | $47.7M | 0.36% | 408,746 | Common | SOLE |
| 513847103 | MZTI | MARZETTI COMPANY | $47.7M | 0.36% | 276,142 | Common | SOLE |
| 07831C103 | BRBR | BELLRING BRANDS INC | $46.5M | 0.35% | 1,278,704 | Common | SOLE |
| 861025104 | SYBT | STOCK YDS BANCORP INC | $46.3M | 0.35% | 661,788 | Common | SOLE |
| 142339100 | CSL | CARLISLE COS INC | $43.9M | 0.33% | 133,580 | Common | SOLE |
| 749607107 | RLI | RLI CORP | $41.3M | 0.31% | 633,497 | Common | SOLE |
| 92337F107 | VCYT | VERACYTE INC | $40.1M | 0.30% | 1,167,032 | Common | SOLE |
| 893529107 | TRNS | TRANSCAT INC | $40.0M | 0.30% | 547,105 | Common | SOLE |
| 05945F103 | BANF | BANCFIRST CORP | $39.5M | 0.30% | 312,086 | Common | SOLE |
| 78463M107 | SPSC | SPS COMM INC | $36.7M | 0.28% | 352,748 | Common | SOLE |
| 918090101 | UTZ | UTZ BRANDS INC | $35.8M | 0.27% | 2,945,434 | Common | SOLE |
| 03071H100 | AMSF | AMERISAFE INC | $34.6M | 0.26% | 790,032 | Common | SOLE |
| 81725T100 | SXT | SENSIENT TECHNOLOGIES CORP | $34.0M | 0.26% | 362,225 | Common | SOLE |
| T9224W109 | STVN | STEVANATO GROUP S P A | $32.7M | 0.25% | 1,269,449 | Common | SOLE |
| P73684113 | OSW | ONESPAWORLD HOLDINGS LIMITED | $32.5M | 0.25% | 1,538,421 | Common | SOLE |
| 88025T102 | TENB | TENABLE HLDGS INC | $32.4M | 0.24% | 1,110,975 | Common | SOLE |
| 153527205 | CENTA | CENTRAL GARDEN & PET CO | $31.5M | 0.24% | 1,068,329 | Common | SOLE |
| 466032109 | JJSF | J & J SNACK FOODS CORP | $31.4M | 0.24% | 326,555 | Common | SOLE |
| 92346J108 | VCEL | VERICEL CORP | $31.1M | 0.23% | 987,599 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $31.0M | 0.23% | 2,108,944 | Common | SOLE |
| 457730109 | INSP | INSPIRE MED SYS INC | $30.2M | 0.23% | 407,059 | Common | SOLE |
| 33748L101 | FWRG | FIRST WATCH RESTAURANT GROUP | $30.1M | 0.23% | 1,922,716 | Common | SOLE |
| 377322102 | GKOS | GLAUKOS CORP | $29.2M | 0.22% | 358,419 | Common | SOLE |
| 819047101 | SHAK | SHAKE SHACK INC | $26.4M | 0.20% | 282,352 | Common | SOLE |
| 10258P102 | LUCK | LUCKY STRIKE ENTERTAINMENT C | $26.3M | 0.20% | 2,567,807 | Common | SOLE |
| 093712107 | BE | BLOOM ENERGY CORP | $19.9M | 0.15% | 234,725 | Common | SOLE |
| 228903100 | AORT | ARTIVION INC | $17.9M | 0.14% | 423,053 | Common | SOLE |
| 116794108 | BRKR | BRUKER CORP | $10.9M | 0.08% | 334,123 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $276,084 | 0.00% | 300 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.