The Top Winners and Losers of Clarkston Capital Partners' Q3 and Q4 2022 13F Holdings
Ava Hoppe | 9 May, 2023
Clarkston Capital Partners, LLC released its Q3 and Q4 2022 13F filings, detailing its changes in holdings for the period. The recent changes represent a shift in the company's investment strategy that saw many stocks gain and lose value. Here is a breakdown of the top winners and losers in the latest 13F holdings:
Winners:
1. CLARIVATE PLC (CLVT): Investment in this company increased by 27.4% between Q3 and Q4 2022, with the number of shares held increasing from 33,781,635 to 48,465,749.
2. AFFILIATED MANAGERS GROUP IN (AMG): Shares in this company increased by 52.5%, from 2,077,383 to 2,237,093.
3. STERICYCLE INC (SRCL): Clarkston Capital increased its holdings in this medical waste management company by 32%, with shares held rising from 5,683,657 to 6,332,330.
Losers:
1. LPL FINL HLDGS INC (LPLA): Clarkston Capital's investment in LPL Financial Holdings took a hit, dropping by 21.8%, with the number of shares held going down from 1,860,718 to 1,471,471.
2. ALTICE USA INC (ATUS): Cable TV and internet provider Altice USA saw a decrease of 19.7% in Clarkston Capital's investment, with shares held dropping from 34,640,405 to 35,252,350.
3. 3M CO (MMM): Industrial conglomerate 3M Co was another significant loser in Clarkston Capital's portfolio, with its investment in the company dropping by 20% from 131,837 to 97,192 shares.
Other notable changes:
- Molson Coors Beverage Co (TAP) saw an investment increase of 17%, with shares held rising from 6,173,932 to 6,731,138.
- US Foods Holding Corp (USFD) gained 32.9% in investment, with the number of shares held increasing from 7,631,985 to 7,883,742.
- Apple Inc (AAPL) saw its investment decrease by 8.8%, from 176,747 to 171,446 shares.
- Alphabet Inc (GOOGL) experienced the largest decrease in investment, dropping by 15.2%, with the number of shares held dropping from 163,303 to 150,048.
Overall, the latest 13F filing from Clarkston Capital Partners, LLC reflects a noticeable shift in its investment strategy, with a mix of both gains and losses across several of its holdings.
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