Champlain Investment Partners, LLC

Q1 2026 13F-HR Holdings

Location
Burlington, VT
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
130
Total value ($000)
$7,880,441
Net value change ($000)
-1,996,695 (-20.2%)
New positions
19
Sold out positions
17
Turnover %
26.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
EOG 153,191 NEW
TPL 120,046 NEW
TSCO 91,138 NEW
RBRK 61,699 NEW
CELH 59,647 242.4%
BE 57,537 NEW
AVAV 54,014 NEW
CBSH 52,623 89.4%
MTDR 47,057 NEW
CRDO 43,246 NEW
Top Reduces (Value $000, Stocks/ETFs)
CFLT -166,002 -100.0%
EXAS -137,385 -100.0%
MKC -118,549 -100.0%
SFBS -112,628 -100.0%
FRPT -108,236 -100.0%
FDS -99,617 -100.0%
WDAY -98,937 -100.0%
FTV -97,370 -100.0%
RGEN -82,757 -50.3%
WST -79,162 -60.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type