Champlain Investment Partners, LLC

Q3 2026 13F-HR Holdings

Location
Burlington, VT
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
129
Total value ($000)
$2,898,414
Net value change ($000)
-993,435 (-25.5%)
New positions
8
Sold out positions
8
Turnover %
8.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
PSTG 19,531 21.7%
VEEV 14,458 33.4%
WAY 14,242 NEW
CAI 13,592 72.7%
NTRA 13,207 204.2%
AVAV 12,020 59.4%
STE 11,821 51.4%
HLI 11,175 39.7%
ULTA 11,044 NEW
RDNT 8,801 NEW
Top Reduces (Value $000, Stocks/ETFs)
WING -42,551 -100.0%
FND -39,312 -73.3%
ESAB -38,660 -51.8%
OKTA -38,500 -68.3%
CRDO -38,346 -100.0%
PANW -36,426 -100.0%
CFR -30,452 -51.9%
CAVA -28,997 -52.7%
NOVT -27,338 -51.7%
SFM -26,181 -44.3%
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