CF
| |
Clarkston Founders Fund | CIMDXMutual Fund | |
| ALPS Series Trust | |
| Last update 2025-06-25 | 25 Stocks (2 new) |
| Value $693.00 Mil | Turnover 5 % |
Clarkston Founders Fund Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POST | Post Holdings Inc | 530,000 | 61,670.8 | 0% | 8.910 | 0% | 0.950 | -7.36% | -6.88% | 5,938.5 | Consumer Packaged Goods | |
CLVT | Clarivate PLC | 12,555,000 | 49,341.2 | +14.52% | 7.120 | +0.90% | 1.840 | +24.78% | -16.73% | 2,889.5 | Software | |
AMG | Affiliated Managers Group Inc | 240,879 | 40,474.9 | 0% | 5.840 | 0% | 0.850 | +34.51% | +13.55% | 5,968.6 | Asset Management | |
GFL | GFL Environmental Inc | 835,000 | 40,338.8 | -13.02% | 5.820 | -0.81% | 0.230 | -1.97% | +6.66% | 17,403.9 | Waste Management | |
BUD | Anheuser-Busch InBev SA/NV | 605,000 | 37,243.8 | 0% | 5.380 | 0% | 0.030 | +5.14% | +37.82% | 131,366.7 | Beverages - Alcoholic | |
USFD | US Foods Holding Corp | 555,000 | 36,330.3 | -4.31% | 5.250 | -0.24% | 0.240 | +33.69% | +23.24% | 19,234.4 | Retail - Defensive | |
TAP | Molson Coors Beverage Co | 590,000 | 35,913.3 | 0% | 5.190 | 0% | 0.290 | -14.01% | -11.19% | 10,132.9 | Beverages - Alcoholic | |
WBD | Warner Bros. Discovery Inc | 3,050,000 | 32,726.5 | 0% | 4.730 | 0% | 0.120 | +57.21% | +20.62% | 31,544.5 | Media - Diversified | |
FDX | FedEx Corp | 122,000 | 29,741.2 | 0% | 4.290 | 0% | 0.050 | +9.89% | -18.48% | 54,297.9 | Transportation | |
WTW | Willis Towers Watson PLC | 85,000 | 28,725.8 | 0% | 4.150 | 0% | 0.090 | -3.67% | -1.02% | 30,565.9 | Insurance |
Clarkston Founders Fund's Historical Top Holdings Breakdowns
Clarkston Founders Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
LPLA | LPL Financial Holdings Inc | 2025-03-31 | Reduce Reduce | -1.75% | 308.87 ($348.21) 383.33 | $393.31 | 12.95% | Reduce -30.83% | 83,000 | -37,000 | |
ALGN | Align Technology Inc | 2025-03-31 | New Buy New Buy | +1.65% | 158.86 ($196.3) 234.89 | $190.77 | -2.82% | New holding | 72,000 | 72,000 | |
CCCS |
CCC Intelligent Solutions Holdings Inc
CCC Intelligent Solutions Holdings Inc
| 2025-03-31 | New Buy New Buy | +1.12% | 8.92 ($10.38) 11.7 | $9.76 | -5.97% | New holding | 860,000 | 860,000 | |
CLVT | Clarivate PLC | 2025-03-31 | Add Add | +0.90% | 3.93 ($4.74) 5.66 | $4.23 | -10.76% | Add 14.52% | 12,555,000 | 1,591,967 | |
LW | Lamb Weston Holdings Inc | 2025-03-31 | Add Add | +0.88% | 48.65 ($56.64) 66.04 | $49.00 | -13.49% | Add 28.05% | 525,000 | 115,000 | |
GFL | GFL Environmental Inc | 2025-03-31 | Reduce Reduce | -0.81% | 41.72 ($45.33) 48.8 | $47.46 | 4.70% | Reduce -13.02% | 835,000 | -125,000 | |
SCHW | Charles Schwab Corp | 2025-03-31 | Reduce Reduce | -0.70% | 71.24 ($78.48) 83.64 | $95.80 | 22.07% | Reduce -16.25% | 335,000 | -65,000 | |
ICLR | Icon PLC | 2025-03-31 | Add Add | +0.47% | 174.99 ($193.87) 222.58 | $143.54 | -25.96% | Add 27.57% | 86,750 | 18,750 | |
AVTR | Avantor Inc | 2025-03-31 | Add Add | +0.39% | 15.5 ($18.94) 22.57 | $13.29 | -29.83% | Add 10.82% | 1,690,000 | 165,000 | |
USFD | US Foods Holding Corp | 2025-03-31 | Reduce Reduce | -0.24% | 63.38 ($68.34) 72.02 | $83.14 | 21.66% | Reduce -4.31% | 555,000 | -25,000 |
Clarkston Founders Fund Total Holding History ($B)
Clarkston Founders Fund's Asset Allocation
Clarkston Founders Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Clarkston Founders Fund's Hypothetical Growth since 2025-03-31
Clarkston Founders Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Clarkston Founders Fund's Holdings Heat Map
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Clarkston Founders Fund's Holdings Bubble Chart
Clarkston Founders Fund News
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