Champlain Investment Partners, LLC

Q2 2026 13F-HR Holdings

Location
Burlington, VT
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
129
Total value ($000)
$3,891,849
Net value change ($000)
-3,988,592 (-50.6%)
New positions
7
Sold out positions
8
Turnover %
11.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
TER 21,034 NEW
EQT 19,777 NEW
DXCM 18,132 NEW
CVLT 17,927 58.8%
SITM 17,806 153.6%
SNOW 16,672 NEW
IRTC 11,540 NEW
RMBS 9,006 29.3%
EAT 8,994 39.4%
MMSI 7,984 39.9%
Top Reduces (Value $000, Stocks/ETFs)
TW -129,567 -74.9%
AKAM -108,320 -83.8%
HLNE -108,070 -100.0%
EOG -106,484 -69.5%
SNPS -98,496 -64.6%
DPZ -94,697 -92.5%
PEN -92,196 -57.1%
FAST -91,808 -68.2%
AAON -86,688 -65.4%
VEEV -86,400 -66.6%
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