Clarkston Capital Partners LLC executed a series of portfolio adjustments in the first quarter of 2026, increasing one position while trimming several others. The firm boosted its stake in Ryan Specialty Holdings to about 301,915 shares worth roughly $10.2 million, marking a notable new thrust in that name even as other institutions moved in different directions. By contrast, Clarkston reduced its holdings in Affiliated Managers Group by about 65%, ending with 313,708 shares and AMG remaining a mid-sized part of its portfolio. It also slashed its stake in The Middleby Corporation by about 63%, to 289,516 shares, and trimmed Align Technology by roughly 57% to 59,975 shares. Additionally, Clarkston decreased its position in Post Holdings by about 58%, leaving it as the fund’s largest holding with about 1.19 million shares valued near $118 million. The moves illustrate a selective rebalancing across diversified industrial and financial services names as reported in multiple 13F filings.