Champlain Investment Partners, LLC

Champlain Investment Partners is an investment management company based out of Burlington, Vermont. The company was established in 2004 and operates through a partnership structure with Scott T. Brayman at its head acting as the firm’s Managing Partner and CIO. Champlain Investment Partners is owned by its employees and operates under its holding company CIP Management Holdings and currently has 25 employees with 13 of them being investment professionals. The company utilizes a variety of qualitative analysis methodologies, investing in the value stocks of companies with a main focus on small and mid-cap market capitalizations. Champlain Investment Partners focuses on locating companies that have “sustainable competitive advantages, durable business models, sound balance sheets, credible and sincere management, and that are trading at valuations deemed reasonable by the team.” The company invests most heavily in the information technology, finance, and industrials sectors, each making up approximately a fifth of its total asset allocations, and also invests in the health care, consumer staples, and consumer discretionary sectors, among others to a lesser degree, in order of decreasing allocation. Champlain Investment Partners currently holds over $6.6 billion in total assets under management spread across 75 accounts, all of which are discretionary accounts. Although its total number of accounts held has not changed significantly in recent years, its total assets under management has increased, growing significantly from $1.8 billion back in 2010 to almost four times that amount today. The company mainly caters to pension and profit sharing plans and charitable organizations, each making up over a quarter of its client base, and also provides its services to state or municipal government entities, high net worth individuals, investment companies, pooled investment vehicles, corporations, investment advisors, and insurance companies, among others, in order of decreasing clientele. Champlain Investment Partners’s family of mutual funds currently includes its Small Cap, Mid Cap, All Cap, and Emerging Markets strategies.

Holdings MV

4.00B

Last Updated

2026-01-26

Total Holdings

Tracker Performance

Champlain Investment Partners, LLC

S&P 500

Total Return

+10.82%

Annualized Return

+19.12%

1 Day Change

-0.19%

Sharpe Ratio

0.77

Trade Updates

2026-01-26

Ticker

Name

01/26

Sell

4.40%

Fill Price --

4.36%

Ticker

Name

01/26

Buy

7.61%

Fill Price --

7.63%

Ticker

Name

01/26

Sell

5.41%

Fill Price --

5.21%

Ticker

Name

01/26

Sell

5.46%

Fill Price --

5.39%

Ticker

Name

01/26

Sell

4.10%

Fill Price --

3.96%

Ticker

Name

01/26

Sell

5.45%

Fill Price --

5.43%

Ticker

Name

01/26

Buy

0.00%

Fill Price --

3.99%

Ticker

Name

01/26

Sell

4.16%

Fill Price --

4.11%

Ticker

Name

01/26

Buy

4.82%

Fill Price --

4.88%

Ticker

Name

01/26

Sell

6.02%

Fill Price --

5.97%

Ticker

Name

01/26

Sell

3.38%

Fill Price --

0.00%

Ticker

Name

01/26

Sell

5.83%

Fill Price --

5.79%

Ticker

Name

01/26

Buy

6.27%

Fill Price --

6.61%

Ticker

Name

01/26

Sell

5.00%

Fill Price --

4.88%

Ticker

Name

01/26

Sell

5.31%

Fill Price --

4.94%

Ticker

Name

01/26

Sell

4.01%

Fill Price --

0.00%

Ticker

Name

01/26

Buy

4.44%

Fill Price --

4.66%

Ticker

Name

01/26

Buy

0.00%

Fill Price --

3.87%

Current Holdings

Medical Biology

25.93%

Computer

19.47%

Defense

16.04%

Banks

10.13%

Mechanical Equipment

9.96%

Leisure Services

9.40%

Manufacturing

8.12%

Other

5.88%

Construction Decoration

4.75%

Non-Bank Financials

4.66%

Food & Beverages

4.00%

Commerce

0.00%

Symbol

P&L %

Position Size

Ticker

Name

+272.01%

4.93%

Ticker

Name

+159.41%

6.82%

Ticker

Name

+117.21%

4.64%

Ticker

Name

+29.04%

5.86%

Ticker

Name

+27.26%

4.46%

Ticker

Name

+22.93%

4.84%

Ticker

Name

+21.26%

7.72%

Ticker

Name

+18.53%

4.70%

Ticker

Name

+14.24%

4.18%

Ticker

Name

+12.57%

4.66%

Ticker

Name

+10.64%

4.90%

Ticker

Name

+10.16%

5.23%

Ticker

Name

+7.51%

5.88%

Ticker

Name

+1.15%

5.48%

Ticker

Name

+1.02%

5.32%

Ticker

Name

+0.71%

4.75%

Ticker

Name

-1.82%

4.06%

Ticker

Name

-2.57%

4.00%

Ticker

Name

-3.23%

3.70%

Ticker

Name

-3.94%

3.89%

Disclaimer

This simulated portfolio Tracker is based on holdings disclosed in institutional 13F filings. We select the top 20 holdings and construct a portfolio weighted by their relative proportions. Holdings beyond the top 20 are excluded, as their impact on the portfolio is minimal. Focusing on the top 20 enhances practicality and reflects the institution's stock-picking ability. The portfolio is periodically rebalanced to align with updated 13F filings. Note that 13F disclosures typically have a 45-day delay (e.g., Q2 2025 data is disclosed by mid-August). Users should consider this lag when tracking the portfolio, though institutional holdings are generally long-term, emphasizing strategic rationale behind changes. This portfolio is for illustrative purposes only and does not constitute investment advice. All investment decisions are the user's responsibility. Investing involves risks, including potential loss of principal. Past performance is not indicative of future results.