# Portfolio overlap — CFSMX vs CIMDX

Comparing **Clarkston Partners Fund** (2026-03-31) and **Clarkston Founders Fund** (2026-03-31).

- Shared positions: 18
- Clarkston Partners Fund covered by Clarkston Founders Fund: 0.7004033028545378420024003926
- Clarkston Founders Fund covered by Clarkston Partners Fund: 0.7004033028545378420024003925

## Clarkston Partners Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Clarivate PLC COM NPV | 0.113181 | ✓ |
| POST HOLDINGS INC | 0.096143 | ✓ |
| AFFIL MANAGERS | 0.078934 | ✓ |
| CCC INTELLIGENT SOLUTIONS HOLD CL A | 0.060296 | ✓ |
| AVANTOR INC | 0.059725 | ✓ |
| WILEY JOHN&SON-A | 0.047551 |  |
| LKQ CORP | 0.039988 | ✓ |
| ENVISTA HOLDINGS CORP | 0.039065 |  |
| MIDDLEBY CORP | 0.035672 | ✓ |
| WAYSTAR HOLDING CORP | 0.035562 |  |
| ENERGIZER HOLDIN | 0.034333 |  |
| LAMB WESTON HOLDINGS INC | 0.032879 | ✓ |
| GFL ENVIRONM-SUB | 0.031782 | ✓ |
| NEOGEN CORP | 0.030116 |  |
| HENRY SCHEIN INC | 0.028670 | ✓ |
| LANDSTAR SYSTEM INC | 0.028582 |  |
| PRIMO BRANDS CORP A | 0.026858 | ✓ |
| BROWN & BROWN | 0.026424 | ✓ |
| GARTNER INC | 0.025665 | ✓ |
| RALLIANT CORP | 0.024268 |  |
| ROPER TECHNOLOGIES INC | 0.024089 | ✓ |
| US FOODS HOLDING CORP | 0.016441 | ✓ |
| MOLSON COORS BEVERAGE CO B | 0.016053 | ✓ |
| LPL FINL HLDGS INC | 0.015603 | ✓ |
| RYAN SPECIALTY HOLDINGS INC | 0.013125 |  |
| BELLRING BRANDS INC | 0.011997 |  |
| CH ROBINSON WORLDWIDE INC | 0.006999 | ✓ |

## Clarkston Founders Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Clarivate PLC COM NPV | 0.128980 | ✓ |
| POST HOLDINGS INC | 0.096443 | ✓ |
| AFFIL MANAGERS | 0.074885 | ✓ |
| AVANTOR INC | 0.056746 | ✓ |
| CCC INTELLIGENT SOLUTIONS HOLD CL A | 0.056645 | ✓ |
| IQVIA HOLDINGS INC | 0.038641 |  |
| LKQ CORP | 0.037895 | ✓ |
| BECTON DICKINSON and CO | 0.037604 |  |
| MIDDLEBY CORP | 0.035881 | ✓ |
| FIDELITY NATL INFORM SVCS INC | 0.035430 |  |
| LAMB WESTON HOLDINGS INC | 0.034577 | ✓ |
| AIRBNB INC CLASS A | 0.034176 |  |
| GFL ENVIRONM-SUB | 0.029672 | ✓ |
| GARTNER INC | 0.028901 | ✓ |
| FORTIVE CORP | 0.028878 |  |
| HENRY SCHEIN INC | 0.027832 | ✓ |
| ROPER TECHNOLOGIES INC | 0.026726 | ✓ |
| PRIMO BRANDS CORP A | 0.022518 | ✓ |
| ALIGN TECHNOLOGY INC | 0.021579 |  |
| BROWN & BROWN | 0.021342 | ✓ |
| COPART INC | 0.020896 |  |
| INTL FLVR & FRAG | 0.019635 |  |
| LPL FINL HLDGS INC | 0.018934 | ✓ |
| Universal Music Group N.V. ADR | 0.016616 |  |
| US FOODS HOLDING CORP | 0.014509 | ✓ |
| IDEX CORPORATION | 0.011930 |  |
| CH ROBINSON WORLDWIDE INC | 0.010452 | ✓ |
| MOLSON COORS BEVERAGE CO B | 0.008130 | ✓ |
| SCHWAB CHARLES CORP | 0.003549 |  |


## Sources

- N-PORT (fund A) — accession `0001049169-26-001529` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1558107/000104916926001529/0001049169-26-001529-index.htm>
- N-PORT (fund B) — accession `0001049169-26-001528` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1558107/000104916926001528/0001049169-26-001528-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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