Champlain Investment Partners, LLC

Q1 2025 13F-HR Holdings

Location
Burlington, VT
Holdings as of
3/31/2025
Date filed
5/14/2025
Form type
13F-HR
Num holdings
139
Total value ($000)
$13,805,721
Net value change ($000)
-1,998,474 (-12.6%)
New positions
17
Sold out positions
11
Turnover %
12.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2025 Next filing: 8/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HLNE 112,887 NEW
FAST 105,659 295.2%
IDXX 94,323 NEW
CSW 81,194 NEW
SFBS 71,897 64.6%
TTD 66,948 NEW
WING 64,709 83.1%
ESAB 61,837 38.0%
GTLB 60,371 NEW
MSCI 59,904 74.0%
Top Reduces (Value $000, Stocks/ETFs)
EG -170,629 -54.6%
KEYS -152,819 -100.0%
SJM -144,519 -100.0%
CFR -143,461 -40.0%
PEN -122,634 -34.5%
PLNT -118,106 -52.0%
SMARTSHEET INC -116,870 -100.0%
LW -116,769 -100.0%
ELF -112,194 -40.1%
PSTG -106,127 -29.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type