Champlain Investment Partners, LLC

Q2 2025 13F-HR Holdings

Location
Burlington, VT
Holdings as of
6/30/2025
Date filed
8/12/2025
Form type
13F-HR
Num holdings
135
Total value ($000)
$14,325,488
Net value change ($000)
+519,767 (3.8%)
New positions
7
Sold out positions
11
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2025 Next filing: 11/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
GTLB 143,174 237.2%
ELF 116,185 69.4%
WING 106,993 75.0%
DDOG 95,336 140.4%
AAON 87,147 NEW
NVT 72,093 77.1%
PCOR 68,502 79.6%
HLI 68,395 228.6%
VERX 60,381 NEW
CAVA 57,801 103.1%
Top Reduces (Value $000, Stocks/ETFs)
TTC -104,467 -100.0%
FTV -89,520 -50.0%
BF-A -89,377 -100.0%
MNST -74,545 -44.2%
VEEV -62,927 -30.6%
HOLX -62,639 -100.0%
NEOG -59,219 -100.0%
OLLI -55,107 -100.0%
OMCL -50,720 -100.0%
DKS -45,734 -100.0%
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