The Top Winners and Losers of Clarkston Capital Partners' Q3 and Q4 2022 13F Holdings

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.