Copeland Capital Management, LLC

CIK

1541743

City

Conshohocken

State / Country

Stock

Top Portfolio Positions

251 positions · $4,661,976,128 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NSSC	Napco Security Technologies, Inc Industrials	4,018,177	$158,275,991	3.40%
USPH	U S Physical Therapy Inc /Nv Healthcare	1,673,662	$125,457,701	2.69%
ENSG	Ensign Group, Inc Healthcare	593,425	$119,575,137	2.56%
PSMT	Pricesmart Inc Consumer Defensive	638,913	$96,156,405	2.06%
LMAT	Lemaitre Vascular Inc Healthcare	870,692	$95,053,444	2.04%
LFUS	Littelfuse Inc /De Technology	263,396	$89,383,432	1.92%
WCC	Wesco International Inc Industrials	321,625	$88,003,030	1.89%
EHC	Encompass Health Corp Healthcare	892,823	$86,362,768	1.85%
YOU	Clear Secure, Inc. Technology	1,755,852	$85,000,794	1.82%
MTDR	Matador Resources Co Energy	1,304,451	$82,415,212	1.77%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,849,360	228,750	-26.9%	Shares	Sole	2026-05-06
2025-12-31	$26,383,926	312,754	-9.3%	Shares	Sole	2026-01-29
2025-09-30	$34,447,766	344,650	+8.1%	Shares	Sole	2025-10-17
2025-06-30	$33,202,995	318,861	-8.3%	Shares	Sole	2025-07-21
2025-03-31	$36,357,235	347,650	+57.9%	Shares	Sole	2025-04-24
2024-12-31	$28,340,254	220,204	-19.0%	Shares	Sole	2025-01-24
2024-09-30	$44,269,254	271,991	+1.9%	Shares	Sole	2024-10-21
2024-06-30	$41,095,762	267,029	+0.3%	Shares	Sole	2024-07-26
2024-03-31	$39,507,008	266,148	-10.8%	Shares	Sole	2024-04-19
2023-12-31	$38,177,169	298,469	-4.8%	Shares	Sole	2024-01-19
2023-09-30	$34,252,865	313,470	+1.1%	Shares	Sole	2023-10-23
2023-06-30	$34,597,896	310,017	+8.3%	Shares	Sole	2023-07-14
2023-03-31	$26,541,131	286,343	+15.6%	Shares	Sole	2023-04-14
2022-12-31	$25,897,756	247,778	+27.5%	Shares	Sole	2023-01-13
2022-09-30	$17,940,095	194,262	-0.9%	Shares	Sole	2022-10-12
2022-06-30	$17,713,089	196,028	+1040.8%	Shares	Sole	2022-07-15
2022-03-31	$1,509,354	17,183	+0.6%	Shares	Sole	2022-04-18
2021-12-31	$1,447,958	17,077	-1.5%	Shares	Sole	2022-01-18
2021-09-30	$1,375,056	17,329	-1.2%	Shares	Sole	2022-01-18
2021-06-30	$1,493,886	17,538	+0.5%	Shares	Sole	2022-01-18
2021-03-31	$1,405,812	17,457	-0.9%	Shares	Sole	2022-01-18
2020-12-31	$1,535,588	17,614	-15.9%	Shares	Sole	2022-01-18
2020-09-30	$1,738,845	20,955	+73.0%	Shares	Sole	2022-01-18
2020-06-30	$942,503	12,116	-12.9%	Shares	Sole	2022-01-18
2020-03-31	$954,576	13,907	—	Shares	Sole	2022-01-18
No 13F history on record for this holder in this stock.