Champlain Investment Partners, LLC

Q3 2025 13F-HR Holdings

Location
Burlington, VT
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
135
Total value ($000)
$13,261,196
Net value change ($000)
-1,064,292 (-7.4%)
New positions
7
Sold out positions
7
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
WH 137,115 345.5%
AAON 129,664 148.8%
CHWY 89,022 NEW
DPZ 60,036 85.1%
RYAN 54,957 46.6%
PSTG 46,967 15.2%
BRBR 46,481 NEW
CSL 43,942 NEW
VCYT 40,064 NEW
HLNE 39,628 26.9%
Top Reduces (Value $000, Stocks/ETFs)
IDXX -103,098 -100.0%
ULTA -89,941 -57.2%
DXCM -83,260 -53.3%
CFLT -68,386 -23.7%
WING -56,466 -22.6%
FROG -54,410 -100.0%
OS -53,639 -50.2%
PLNT -51,670 -44.0%
WAT -51,419 -31.4%
FDS -48,046 -36.1%
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