Clarkston Capital Partners LLC Buys Franklin Resources Inc, Sysco Corp, Change Healthcare Inc, Sells Legg Mason Inc, Procter & Gamble Co, Johnson & Johnson

• New Purchases: BEN, USFD, ECOL, BXMT, STWD, CVS, HACK, LH, SPY,
• Added Positions: SYY, CHNG, TAP, SABR, NLSN, HI, CDK, FDX, LPLA, BUD, POST, AMG, JW.A, APAM, EPAC, SCHW, SRCL, AXP, CHRW, COF, WLTW, DIS, WU, MMM, UPS, MFNC, USB, LEVL, CNXM, ISRG, V, MGC, VEA, VWO, VB, DHR, BRK.B, TXN, GOOG, AAPL, GLD, SCHD, SCHO, SCHE,
• Reduced Positions: PG, JNJ, IBM, BR, CSCO, LSTR, PEP, BRO, MSFT, WAT, MATW, GE, PAYX, DEO, MA, MCK, VOO, HD, CASH, F, VO, COST,
• Sold Out: LM, GGG, IAA, ABC, LKQ, FDS, PHM, ADC, MKL, JPM, XOM, CMA, CTAS, AMGN, EFA, IWB, IWO, IWV, IWP, IWS, IVV, FXI,

For the details of Clarkston Capital Partners LLC's stock buys and sells, go to https://www.gurufocus.com/guru/clarkston+capital+partners+llc/current-portfolio/portfolio

1. Nielsen Holdings PLC (NLSN) - 17,825,064 shares, 7.23% of the total portfolio. Shares added by 40.45%
2. Stericycle Inc (SRCL) - 4,085,647 shares, 6.42% of the total portfolio. Shares added by 3.74%
3. Willis Towers Watson PLC (WLTW) - 1,087,552 shares, 5.98% of the total portfolio. Shares added by 1.44%
4. Molson Coors Beverage Co (TAP) - 4,154,363 shares, 5.24% of the total portfolio. Shares added by 73.73%
5. The Western Union Co (WU) - 8,633,265 shares, 5.06% of the total portfolio. Shares added by 1.28%

Clarkston Capital Partners LLC initiated holding in Franklin Resources Inc. The purchase prices were between $15.3 and $26.31, with an estimated average price of $23.06. The stock is now traded at around $18.41. The impact to a portfolio due to this purchase was 3.73%. The holding were 6,906,835 shares as of .

Clarkston Capital Partners LLC initiated holding in US Foods Holding Corp. The purchase prices were between $9.72 and $41.89, with an estimated average price of $33.84. The stock is now traded at around $17.98. The impact to a portfolio due to this purchase was 0.62%. The holding were 1,086,303 shares as of .

Clarkston Capital Partners LLC initiated holding in US Ecology Inc. The purchase prices were between $25.53 and $57.91, with an estimated average price of $46.61. The stock is now traded at around $30.28. The impact to a portfolio due to this purchase was 0.43%. The holding were 435,221 shares as of .

Clarkston Capital Partners LLC initiated holding in Starwood Property Trust Inc. The purchase prices were between $8.8 and $26.14, with an estimated average price of $22.07. The stock is now traded at around $12.89. The impact to a portfolio due to this purchase was 0.02%. The holding were 50,000 shares as of .

Clarkston Capital Partners LLC initiated holding in Blackstone Mortgage Trust Inc. The purchase prices were between $13.02 and $40.51, with an estimated average price of $34.16. The stock is now traded at around $23.92. The impact to a portfolio due to this purchase was 0.02%. The holding were 35,000 shares as of .

Clarkston Capital Partners LLC initiated holding in CVS Health Corp. The purchase prices were between $52.3 and $76.05, with an estimated average price of $67.09. The stock is now traded at around $63.67. The impact to a portfolio due to this purchase was 0.01%. The holding were 4,012 shares as of .

Clarkston Capital Partners LLC added to a holding in Sysco Corp by 432.23%. The purchase prices were between $31.24 and $85.54, with an estimated average price of $69.79. The stock is now traded at around $50.89. The impact to a portfolio due to this purchase was 3.6%. The holding were 3,002,203 shares as of .

Clarkston Capital Partners LLC added to a holding in Change Healthcare Inc by 195.52%. The purchase prices were between $6.86 and $17.26, with an estimated average price of $14.09. The stock is now traded at around $11.45. The impact to a portfolio due to this purchase was 3.21%. The holding were 15,000,334 shares as of .

Clarkston Capital Partners LLC added to a holding in Molson Coors Beverage Co by 73.73%. The purchase prices were between $34.56 and $58.05, with an estimated average price of $50.88. The stock is now traded at around $38.08. The impact to a portfolio due to this purchase was 2.22%. The holding were 4,154,363 shares as of .

Clarkston Capital Partners LLC added to a holding in Sabre Corp by 11816.54%. The purchase prices were between $3.31 and $23.12, with an estimated average price of $16.99. The stock is now traded at around $6.66. The impact to a portfolio due to this purchase was 2.21%. The holding were 11,633,875 shares as of .

Clarkston Capital Partners LLC added to a holding in Nielsen Holdings PLC by 40.45%. The purchase prices were between $11.94 and $22.25, with an estimated average price of $18.84. The stock is now traded at around $13.42. The impact to a portfolio due to this purchase was 2.08%. The holding were 17,825,064 shares as of .

Clarkston Capital Partners LLC added to a holding in Hillenbrand Inc by 122.53%. The purchase prices were between $14.29 and $33.6, with an estimated average price of $26.23. The stock is now traded at around $20.65. The impact to a portfolio due to this purchase was 1.95%. The holding were 5,735,075 shares as of .

Clarkston Capital Partners LLC sold out a holding in Legg Mason Inc. The sale prices were between $35.44 and $50.66, with an estimated average price of $43.38.

Clarkston Capital Partners LLC sold out a holding in Graco Inc. The sale prices were between $39.46 and $56.86, with an estimated average price of $51.41.

Clarkston Capital Partners LLC sold out a holding in IAA Inc. The sale prices were between $25.3 and $50.84, with an estimated average price of $43.46.

Clarkston Capital Partners LLC sold out a holding in AmerisourceBergen Corp. The sale prices were between $73.93 and $97, with an estimated average price of $88.21.

Clarkston Capital Partners LLC sold out a holding in LKQ Corp. The sale prices were between $13.9 and $35.8, with an estimated average price of $29.87.

Clarkston Capital Partners LLC sold out a holding in FactSet Research Systems Inc. The sale prices were between $204.55 and $308.66, with an estimated average price of $272.49.