Champlain Investment Partners, LLC

All 13F Filings

Location
Burlington, VT
Most recent 13F
Q4 2025
Holdings value ($000)
9,877,136
Description
Burlington Vermont based planning integrated investment advisor with a limited liability advisory organization and a mandate specific and implementation minded investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for private client and family mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through portfolio adaptability governance and governance clarity.
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/13/2026 128 9,877,136 13F-HR Champlain Investment Partners, LLC
Q3 2025 11/12/2025 135 13,261,196 13F-HR Champlain Investment Partners, LLC
Q2 2025 8/12/2025 135 14,325,488 13F-HR Champlain Investment Partners, LLC
Q1 2025 5/14/2025 139 13,805,721 13F-HR Champlain Investment Partners, LLC
Q4 2024 2/13/2025 133 15,804,195 13F-HR Champlain Investment Partners, LLC
Q3 2024 11/12/2024 124 16,545,383 13F-HR Champlain Investment Partners, LLC
Q2 2024 8/14/2024 122 16,310,324 13F-HR Champlain Investment Partners, LLC
Q1 2024 5/13/2024 126 17,463,754 13F-HR Champlain Investment Partners, LLC
Q4 2023 2/13/2024 125 16,866,287 13F-HR Champlain Investment Partners, LLC
Q3 2023 11/13/2023 126 15,405,084 13F-HR Champlain Investment Partners, LLC
Q2 2023 8/11/2023 121 16,239,679 13F-HR Champlain Investment Partners, LLC
Q1 2023 5/12/2023 129 15,881,582 13F-HR Champlain Investment Partners, LLC
Q4 2022 2/13/2023 132 15,590,184 13F-HR Champlain Investment Partners, LLC
Q3 2022 11/14/2022 130 14,648,887 13F-HR Champlain Investment Partners, LLC
Q2 2022 8/12/2022 135 15,472,712 13F-HR Champlain Investment Partners, LLC
Q1 2022 5/12/2022 141 19,309,258 13F-HR Champlain Investment Partners, LLC
Q4 2021 2/10/2022 145 22,092,598 13F-HR Champlain Investment Partners, LLC
Q3 2021 11/12/2021 144 20,882,950 13F-HR Champlain Investment Partners, LLC
Q2 2021 8/12/2021 139 21,038,862 13F-HR Champlain Investment Partners, LLC
Q1 2021 5/13/2021 136 19,222,014 13F-HR Champlain Investment Partners, LLC
Q4 2020 2/12/2021 122 17,420,569 13F-HR Champlain Investment Partners, LLC
Q3 2020 11/13/2020 126 14,705,311 13F-HR Champlain Investment Partners, LLC
Q2 2020 8/13/2020 121 13,931,635 13F-HR Champlain Investment Partners, LLC
Q1 2020 5/14/2020 119 11,105,158 13F-HR Champlain Investment Partners, LLC
Q4 2019 2/13/2020 119 13,679,095 13F-HR Champlain Investment Partners, LLC
Q1 2014 5/13/2014 137 5,813,211 13F-HR Champlain Investment Partners, LLC
Q4 2013 2/12/2014 132 5,673,166 13F-HR Champlain Investment Partners, LLC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 9.795 M 99.2% 0 3.37 M -3.37 M
Other 82.29 K 0.8% 0 14.01 K -14.01 K
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
2/13/2026
Total value ($000)
9,877,136
Holdings
128
QoQ value change ($000)
-3,384,060 (-25.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.