QuantOrb.pro

Champlain Investment Partners, LLC

SEC Form 13F institutional filer · CIK 0001315478

13F-HR · 33 reported holdings · 2026-03-31

SEC-registered institutional investment manager.

Reported long-US-equity value

$2.84B

Top-10 concentration

45.2%

Champlain Investment Partners, LLC — $2.84B AUM allocation strategy

Champlain Investment Partners, LLC files SEC Form 13F and reports $2.84B of long US equity value across 33 reported holdings for 2026-03-31.

Its largest sector bet is Industrials 22.0%, followed by Health Care 17.5% and Information Technology 12.8%.

The top 10 holdings account for 45% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Champlain Investment Partners, LLC — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$2.84B

total across 33 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

45% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$VEEV$DDOG$FAST

+$VEEV +330K sh · +$38.6M+$DDOG +199K sh · +$14.5M+$FAST +194K sh · +$26M

Biggest trims (shares)

$EW$VLTO$WST

−$EW −701K sh · −$65.1M−$VLTO −391K sh · −$47.1M−$WST −269K sh · −$79.2M

Added from nil (new positions)

$EOG$TPL$TSCO$T$IWM

5 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$MKC$FDS$WDAY$FTV$TTD

$MKC ($119M last qtr)$FDS ($99.6M last qtr)$WDAY ($98.9M last qtr)$FTV ($97.4M last qtr)$TTD ($49.4M last qtr)

Sector allocation (share of reported value)

Industrials 22%Health Care 18%Information Technology 13%Energy 10%Financials 7%Consumer Discretionary 7%Other holdings 24%SECTORS
  • $XLIIndustrials22.0%
  • $XLVHealth Care17.5%
  • $XLKInformation Technology12.8%
  • $XLEEnergy9.6%
  • $XLFFinancials7.1%
  • $XLYConsumer Discretionary6.8%
  • Other holdings24.0%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Industrial Machinery & Supplies & Components 11%Oil & Gas Exploration & Production 10%Application Software 8%Life Sciences Tools & Services 6%Trading Companies & Distributors 5%Health Care Technology 5%Internet Services & Infrastructure 5%Property & Casualty Insurance 4%Other holdings 47%INDUSTRIES
  • Industrial Machinery & Supplies & Components11.2%
  • Oil & Gas Exploration & Production9.6%
  • Application Software8.3%
  • Life Sciences Tools & Services6.1%
  • Trading Companies & Distributors4.7%
  • Health Care Technology4.6%
  • Internet Services & Infrastructure4.6%
  • Property & Casualty Insurance4.3%
  • Other holdings46.8%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$EOGEOG Resources Inc1.06M$153M5.4%
$SNPSSynopsys Inc385K$153M+108K5.4%
$FASTFastenal Company2.9M$135M+194K4.7%
$VEEVVeeva Systems Inc738K$130M+330K4.6%
$AKAMAkamai Technologies Inc1.13M$129M+77.3K4.6%
$IEXIDEX Corporation640K$121M-190K4.3%
$ACGLArch Capital Group Ltd1.26M$121M-64K4.3%
$TPLTexas Pacific Land Corporation253K$120M4.2%
$COOThe Cooper Companies Inc1.61M$115M-162K4.0%
$GWWW.W. Grainger Inc98.6K$108M-31.7K3.8%

…and 23 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

Newsletter signup

Free subscription. Daily trading day morning dispatch. No spam.