Champlain Investment Partners, LLC

Q4 2025 13F-HR Holdings

Location
Burlington, VT
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
128
Total value ($000)
$9,877,136
Net value change ($000)
-3,384,060 (-25.5%)
New positions
12
Sold out positions
19
Turnover %
16.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
FND 108,060 NEW
BRO 87,615 NEW
SFM 81,557 NEW
WCN 72,307 NEW
CSL 63,232 143.9%
CBSH 58,830 NEW
CBC 42,165 NEW
AKAM 37,637 70.0%
KRMN 35,663 NEW
MMSI 32,359 NEW
Top Reduces (Value $000, Stocks/ETFs)
PSTG -257,561 -72.5%
ELF -180,982 -66.2%
NVT -137,700 -78.1%
EG -134,538 -100.0%
ROK -124,473 -100.0%
SFBS -104,502 -48.1%
AAON -89,877 -41.5%
MSA -83,493 -32.9%
NTNX -82,733 -31.9%
HRL -73,262 -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