Champlain Investment Partners, LLC — 13F Holdings & Portfolio

CIK 1315478 · latest 13F-HR filed 2026-08-12

Champlain Investment Partners, LLC manages $3.89B in 13F-reported U.S. long-equity assets across 129 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NTNX (2.66%), P (2.31%), ESAB (1.92%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions and exited 8; 20 existing positions rose in reported value and 92 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

AUM

$3.89B

Long-equity book

Holdings

129

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+7 / −8 / ↑20 / ↓92

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26

NTNX2.7% · -49%P2.3% · -45%ESAB1.9% · -42%PEN1.8% · -55%WH1.5% · -48%SFM1.5% · -41%CFR1.5% · -56%OKTA1.4% · -69%CBSH1.4% · -57%MSA1.4% · -50%CAVA1.4% · -50%SNPS1.4% · -68%FND1.4% · -60%NOVT1.4% · -17%CVLT1.2% · -13%SPXC1.2% · -15%EOG1.2% · -66%AAON1.2% · -77%SSD1.2% · -16%TPL1.1% · -61%RGEN1.1% · -54%TW1.1% · -70%VEEV1.1% · -67%FAST1.1% · -69%WING1.1% · -55%IEX1.0% · -72%RMBS1.0% · -16%CSW1.0% · -15%GKOS1.0% · -14%CRDO1.0% · -69%GWW1.0% · -72%SKWD1.0% · -16%MTDR0.9% · -0%RBRK0.9% · -64%TOST0.9% · -57%PANW0.9% · -72%RBA0.9% · -16%CSL0.9% · -68%AXON0.9% · -66%ACGL0.9% · -71%KNSL0.9% · -50%PLMR0.9% · -17%FFIN0.9% · -17%KAI0.9% · -17%VCEL0.9% · -7%AME0.9% · -67%WHD0.8% · -2%VVV0.8% · -19%EAT0.8% · +18%CELH0.8% · -54%WAT0.8% · -70%SXI0.8% · -48%RAL0.8% · -31%EW0.8% · -66%COO0.8% · -73%TECH0.8% · -70%SITM0.8% · +18%RYAN0.8% · -66%WCN0.7% · -70%HLI0.7% · -71%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 17.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Assets Under Management

$10.18B

Discretionary

$10.18B

Employees

Accounts

Address

180 BATTERY STREET
SUITE 400
BURLINGTON, VT 05401-5334

Phone

(802) 846-6200

Website

WWW.CIPVT.COM
www.linkedin.com/company/champlain-investment-partners-llc

Name	Title / Status	Ownership	Type
BRAYMAN, SCOTT, THEODORE Control	GENERAL AND LIMITED PARTNER	General partner	Individual
BRAYMAN, SCOTT, THEODORE Control	MANAGING MEMBER	50–75%	Individual
BRAYMAN, SCOTT, THEODORE Control	MANAGING PARTNER	Less than 5%	Individual
CIP MANAGEMENT GP, LLC Control	MANAGING MEMBER	Less than 5%	Domestic Entity
CIP MANAGEMENT HOLDINGS, LP Control	OWNER	75% or more	Domestic Entity
GARCIA, MATTHEW, S Control	CHIEF COMPLIANCE OFFICER	Less than 5%	Individual
O'CONNELL, JUDITH, WILKINSON Control	GENERAL AND LIMITED PARTNER	General partner	Individual
O'CONNELL, JUDITH, WILKINSON Control	MANAGING MEMBER	50–75%	Individual
O'CONNELL, JUDITH, WILKINSON Control	CHIEF EXECUTIVE OFFICER/MANAGING PARTNER	Less than 5%	Individual
ODE, ERIC, P Control	PRESIDENT & CHIEF OPERATING OFFICER	Less than 5%	Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

COMMVAULT SYS INC$17.9M +58.8%
SITIME CORP$17.8M +153.6%
RAMBUS INC DEL$9.0M +29.3%
BRINKER INTL INC$9.0M +39.4%
MERIT MED SYS INC$8.0M +39.9%

Show all 20 →

Top Trims

TRADEWEB MKTS INC-$129.6M -74.9%
AKAMAI TECHNOLOGIES INC-$108.3M -83.8%
EOG RES INC-$106.5M -69.5%
SYNOPSYS INC-$98.5M -64.6%
DOMINOS PIZZA INC-$94.7M -92.5%

Show all 92 →

New Positions

Show all 7 →

Exited Positions

Show all 8 →

Loading…

#	Issuer	Symbol	CUSIP	Value	Δ

Champlain Investment Partners, LLC Holdings (2026-06-30)

#	Issuer	Symbol	CUSIP	Value	Weight	Shares	Type
1	NUTANIX INC	NTNX	67059N108	$103.7M	2.66%	2,034,277	SH
2	EVERPURE INC	P	74624M102	$90.1M	2.31%	1,143,316	SH
3	ESAB CORPORATION	ESAB	29605J106	$74.6M	1.92%	756,078	SH
4	PENUMBRA INC	PEN	70975L107	$69.2M	1.78%	219,032	SH
5	WYNDHAM HOTELS & RESORTS INC	WH	98311A105	$59.9M	1.54%	711,343	SH
6	SPROUTS FMRS MKT INC	SFM	85208M102	$59.1M	1.52%	698,367	SH
7	CULLEN FROST BANKERS INC	CFR	229899109	$58.7M	1.51%	379,610	SH
8	OKTA INC	OKTA	679295105	$56.4M	1.45%	412,985	SH
9	COMMERCE BANCSHARES INC	CBSH	200525103	$56.1M	1.44%	971,864	SH
10	MSA SAFETY INC	MSA	553498106	$55.9M	1.44%	320,243	SH
11	CAVA GROUP INC	CAVA	148929102	$55.0M	1.41%	701,117	SH
12	SYNOPSYS INC	SNPS	871607107	$54.1M	1.39%	121,225	SH
13	FLOOR & DECOR HLDGS INC	FND	339750101	$53.6M	1.38%	903,527	SH
14	NOVANTA INC	NOVT	67000B104	$52.9M	1.36%	326,007	SH
15	COMMVAULT SYS INC	CVLT	204166102	$48.4M	1.24%	341,569	SH
16	SPX TECHNOLOGIES INC	SPXC	78473E103	$47.6M	1.22%	194,289	SH
17	EOG RES INC	EOG	26875P101	$46.7M	1.20%	360,035	SH
18	AAON INC	AAON	000360206	$45.9M	1.18%	361,641	SH
19	SIMPSON MFG INC	SSD	829073105	$45.0M	1.16%	214,765	SH
20	TEXAS PACIFIC LAND CORPORATI	TPL	88262P102	$43.6M	1.12%	99,600	SH
21	REPLIGEN CORP	RGEN	759916109	$43.5M	1.12%	318,955	SH
22	TRADEWEB MKTS INC	TW	892672106	$43.3M	1.11%	434,812	SH
23	VEEVA SYS INC	VEEV	922475108	$43.3M	1.11%	244,074	SH
24	FASTENAL CO	FAST	311900104	$42.8M	1.10%	891,285	SH
25	WINGSTOP INC	WING	974155103	$42.6M	1.09%	245,379	SH
26	IDEX CORP	IEX	45167R104	$40.5M	1.04%	178,539	SH
27	RAMBUS INC DEL	RMBS	750917106	$39.7M	1.02%	299,368	SH
28	CSW INDUSTRIALS INC	CSW	126402106	$38.5M	0.99%	138,500	SH
29	GLAUKOS CORP	GKOS	377322102	$38.5M	0.99%	275,171	SH
30	CREDO TECHNOLOGY GROUP HOLDI	CRDO	G25457105	$38.3M	0.99%	141,003	SH
31	WW GRAINGER INC	GWW	384802104	$37.9M	0.97%	27,848	SH
32	SKYWARD SPECIALTY INS GROUP	SKWD	830940102	$37.7M	0.97%	645,526	SH
33	MATADOR RES CO	MTDR	576485205	$37.0M	0.95%	742,683	SH
34	RUBRIK INC.	RBRK	781154109	$36.6M	0.94%	456,286	SH
35	TOAST INC	TOST	888787108	$36.6M	0.94%	1,313,974	SH
36	PALO ALTO NETWORKS INC	PANW	697435105	$36.4M	0.94%	106,814	SH
37	RB GLOBAL INC	RBA	74935Q107	$36.3M	0.93%	311,819	SH
38	CARLISLE COS INC	CSL	142339100	$36.3M	0.93%	99,985	SH
39	AXON ENTERPRISE INC	AXON	05464C101	$36.2M	0.93%	64,605	SH
40	ARCH CAP GROUP LTD	ACGL	G0450A105	$36.0M	0.92%	370,745	SH
41	KINSALE CAP GROUP INC	KNSL	49714P108	$35.3M	0.91%	106,995	SH
42	PALOMAR HLDGS INC	PLMR	69753M105	$34.4M	0.88%	272,480	SH
43	FIRST FINL BANKSHARES INC	FFIN	32020R109	$33.8M	0.87%	976,430	SH
44	KADANT INC	KAI	48282T104	$33.7M	0.87%	107,316	SH
45	VERICEL CORP	VCEL	92346J108	$33.6M	0.86%	755,828	SH
46	AMETEK INC	AME	031100100	$33.5M	0.86%	138,498	SH
47	CACTUS INC	WHD	127203107	$32.5M	0.83%	633,419	SH
48	VALVOLINE INC	VVV	92047W101	$32.3M	0.83%	817,494	SH
49	BRINKER INTL INC	EAT	109641100	$31.8M	0.82%	189,256	SH
50	CELSIUS HLDGS INC	CELH	15118V207	$31.7M	0.82%	1,083,689	SH

Filing History

Period	Filed	AUM	Holdings	Accession
2026-06-30	2026-08-12	$3.89B	129	0001315478-26-000020
2026-03-31	2026-05-13	$7.88B	130	0001315478-26-000017
2025-12-31	2026-02-13	$9.88B	128	0001315478-26-000015
2025-09-30	2025-11-12	$13.26B	135	0001315478-25-000030

Filer Information

Address

180 BATTERY STREET, SUITE 400
BURLINGTON, VT 05401

Phone

(802) 846-6200

Filing Manager

Champlain Investment Partners, LLC

BURLINGTON, VT

Signatory

Matthew Garcia

Chief Compliance Officer