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Funds (13F)

Champlain Investment Partners, LLC

Backtest from 26 Jul 2013 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+12.1%
S&P 500 +13.8%
Last 12 months
+8.0%
S&P 500 +12.1%
Sharpe ratio
0.60
S&P 500 0.76
Biggest drop
−32.2%
S&P 500 −31.8%
$10.0k$20.0k$40.0k 2013201520172019202120232025 $55.9k$45.4k
StrategyS&P 500 $10,000 in Champlain Investment Partners, LLC from 26 Jul 2013 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies Champlain Investment Partners, LLC's quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

Champlain Investment Partners, LLC's 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+12.1%+13.8%
Total return+354%+459%
Last 12 months+8.0%+12.1%
Last 3 months+4.3%—
Last month+2.5%—
This year so far+7.4%—
Volatility a year18.1%15.9%
Sharpe ratio0.600.76
Biggest drop−32.2%−31.8%
Beta to the S&P 5001.021.00
Alpha a year (t-statistic)−1.5% (−0.68)—
Share of weeks up58%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
NTNX2.7%——
P2.4%——
ESAB2.0%——
PEN1.8%——
WH1.6%——
SFM1.6%——
CFR1.5%——
OKTA1.5%——
CBSH1.5%——
MSA1.5%——
CAVA1.4%——
SNPS1.4%——
FND1.4%——
NOVT1.4%——
CVLT1.3%——
SPXC1.3%——
EOG1.2%——
AAON1.2%——
SSD1.2%——
TPL1.1%——
RGEN1.1%——
VEEV1.1%——
FAST1.1%——
WING1.1%——
IEX1.1%——
RMBS1.1%——
CSW1.0%——
GKOS1.0%——
CRDO1.0%——
GWW1.0%——
SKWD1.0%——
MTDR1.0%——
RBRK1.0%——
TOST1.0%——
PANW1.0%——
RBA1.0%——
CSL0.9%——
AXON0.9%——
ACGL0.9%——
KNSL0.9%——
PLMR0.9%——
FFIN0.9%——
KAI0.9%——
VCEL0.9%——
AME0.9%——
WHD0.8%——
VVV0.8%——
EAT0.8%——
CELH0.8%——
WAT0.8%——
SXI0.8%——
RAL0.8%——
EW0.8%——
COO0.8%——
TECH0.8%——
RYAN0.8%——
WCN0.7%——
HLI0.7%——
SNEX0.7%——
MMSI0.7%——
PJT0.7%——
SXT0.7%——
MTD0.7%——
ATRC0.7%——
KRMN0.7%——
EPAC0.7%——
MDB0.7%——
MSCI0.7%——
XYL0.7%——
CBC0.7%——
GABC0.7%——
BANF0.7%——
LPLA0.6%——
S0.6%——
A0.6%——
RLI0.6%——
STE0.6%——
GMED0.6%——
BWIN0.6%——
BE0.6%——
PRCT0.6%——
ELF0.6%——
ZS0.6%——
CHWY0.6%——
HTFL0.6%——
BRKR0.6%——
TER0.6%——
AKAM0.6%——
VLTO0.6%——
SYBT0.5%——
NDSN0.5%——
AVAV0.5%——
EQT0.5%——
DDOG0.5%——
BRO0.5%——
CAI0.5%——
OSW0.5%——
SOLS0.5%——
JBTM0.5%——
WTS0.5%——
DXCM0.5%——
LECO0.5%——
NVT0.5%——
NIC0.5%——
GGG0.5%——
SNOW0.4%——
ALKT0.4%——
TRNS0.4%——
PLNT0.4%——
MKTX0.4%——
ADSK0.4%——
BRZE0.4%——
SIBN0.4%——
GTLB0.3%——
KTOS0.3%——
TSCO0.3%——
IRTC0.3%——
VCYT0.3%——
BRC0.3%——
FWRG0.3%——
SHAK0.2%——
DPZ0.2%——
MOD0.2%——
LCLN0.2%——
NTRA0.2%——
NOW0.0%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest26 Jul 2013 to 2 Nov 2026+12.1%+13.8%0.600.76−32.2%1.02−1.5% (−0.68)
2018 onwards5 Jan 2018 to 2 Nov 2026+9.9%+13.9%0.430.66−32.2%1.01−3.3% (−1.17)
Last three years3 Nov 2023 to 2 Nov 2026+11.3%+21.8%0.461.16−18.4%0.91−7.2% (−1.21)
Last year7 Nov 2025 to 2 Nov 2026+9.0%+14.2%0.370.84−13.8%0.85−2.6% (−0.21)
DateCompanyAction
14 Aug 2026TERBought
14 Aug 2026SNOWBought
14 Aug 2026NTRABought
14 Aug 2026LCLNBought
14 Aug 2026IRTCBought
14 Aug 2026EQTBought
14 Aug 2026DXCMBought
15 May 2026WHDBought
15 May 2026TSCOBought
15 May 2026TPLBought
15 May 2026SOLSBought
15 May 2026RMBSBought
15 May 2026RBRKBought
15 May 2026NICBought
15 May 2026MTDRBought
15 May 2026LPLABought
15 May 2026KTOSBought
15 May 2026HTFLBought
15 May 2026EOGBought
15 May 2026CRDOBought
15 May 2026BEBought
15 May 2026AVAVBought
15 May 2026ALABBought
20 Feb 2026WCNBought
20 Feb 2026SFMBought

Dated at the rebalance that made the change.

DateCompanyAction
14 Aug 2026WSTSold
14 Aug 2026PCORSold
14 Aug 2026INSPSold
14 Aug 2026HLNESold
14 Aug 2026AMSFSold
14 Aug 2026ALABSold
15 May 2026WDAYSold
15 May 2026VERXSold
15 May 2026TTDSold
15 May 2026STVNSold
15 May 2026SFBSSold
15 May 2026MZTISold
15 May 2026MNSTSold
15 May 2026MKCSold
15 May 2026FTVSold
15 May 2026FRPTSold
15 May 2026FDSSold
15 May 2026CARTSold
15 May 2026BRBRSold
20 Feb 2026WSFSSold
20 Feb 2026UTZSold
20 Feb 2026ULTASold
20 Feb 2026TENBSold
20 Feb 2026SPSCSold
20 Feb 2026SMPLSold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest