Clarkston Founders Fund (CIMDX) is an MF managed by Independent / Boutique. Its largest position is CLARIVATE PLC (CLVT), representing 12.50% of fund assets.
Clarkston Founders Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CIMDX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 29, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
CLARIVATE PLC
|
12.50% | $20,493,000.00 | 8,100,000 |
|
-
Post Holdings, Inc.
|
9.35% | $15,323,300.00 | 155,000 |
|
-
AFFILIATED MANAGERS GROUP, INC.
|
7.26% | $11,898,100.00 | 43,000 |
|
-
Avantor, Inc.
|
5.50% | $9,016,000.00 | 1,150,000 |
|
-
CCC Intelligent Solutions Holdings Inc.
|
5.49% | $9,000,000.00 | 1,500,000 |
|
-
IQVIA HOLDINGS INC.
|
3.75% | $6,139,440.00 | 36,000 |
|
-
LKQ CORP
|
3.67% | $6,020,850.00 | 205,000 |
|
-
BECTON DICKINSON & CO
|
3.64% | $5,974,740.00 | 38,000 |
|
-
MIDDLEBY Corp
|
3.48% | $5,700,940.00 | 43,000 |
|
-
Fidelity National Information Services, Inc.
|
3.43% | $5,629,200.00 | 120,000 |
|
-
Lamb Weston Holdings, Inc.
|
3.35% | $5,493,800.00 | 130,000 |
|
-
Airbnb, Inc.
|
3.31% | $5,430,040.00 | 43,000 |
|
-
GFL Environmental Inc.
|
2.88% | $4,714,360.00 | 113,000 |
|
-
GARTNER INC
|
2.80% | $4,591,860.00 | 29,000 |
|
-
Fortive Corp
|
2.80% | $4,588,240.00 | 83,000 |
|
-
HENRY SCHEIN INC
|
2.70% | $4,422,000.00 | 60,000 |
|
-
ROPER TECHNOLOGIES INC
|
2.59% | $4,246,320.00 | 12,000 |
|
-
Primo Brands Corp
|
2.18% | $3,577,700.00 | 190,000 |
|
-
ALIGN TECHNOLOGY INC
|
2.09% | $3,428,600.00 | 20,000 |
|
-
BROWN & BROWN, INC.
|
2.07% | $3,390,920.00 | 52,000 |
|
-
COPART INC
|
2.03% | $3,320,000.00 | 100,000 |
|
-
INTERNATIONAL FLAVORS & FRAGRANCES INC
|
1.90% | $3,119,650.00 | 43,000 |
|
-
LPL Financial Holdings Inc.
|
1.84% | $3,008,300.00 | 10,000 |
|
-
Universal Music Group N.V./ADR
|
1.61% | $2,640,000.00 | 275,000 |
|
-
US Foods Holding Corp.
|
1.41% | $2,305,250.00 | 25,000 |
|
-
IDEX CORP /DE/
|
1.16% | $1,895,500.00 | 10,000 |
|
-
C. H. ROBINSON WORLDWIDE, INC.
|
1.01% | $1,660,700.00 | 10,000 |
|
-
MOLSON COORS BEVERAGE CO
|
0.79% | $1,291,800.00 | 30,000 |
|
-
SCHWAB CHARLES CORP
|
0.34% | $563,880.00 | 6,000 |
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