Copeland Capital Management, LLC
Top Portfolio Positions
251 positions ·
$4,496,523,190 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ENSG |
Ensign Group, Inc
Healthcare
|
593,425 | $119,575,137 | 2.66% | |
| PSMT |
Pricesmart Inc
Consumer Defensive
|
638,913 | $96,156,405 | 2.14% | |
| LMAT |
Lemaitre Vascular Inc
Healthcare
|
870,692 | $95,053,444 | 2.11% | |
| LFUS |
Littelfuse Inc /De
Technology
|
263,396 | $89,383,432 | 1.99% | |
| WCC |
Wesco International Inc
Industrials
|
321,625 | $88,003,030 | 1.96% | |
| EHC |
Encompass Health Corp
Healthcare
|
892,823 | $86,362,768 | 1.92% | |
| YOU |
Clear Secure, Inc.
Technology
|
1,755,852 | $85,000,794 | 1.89% | |
| MTDR |
Matador Resources Co
Energy
|
1,304,451 | $82,415,212 | 1.83% | |
| VMI |
Valmont Industries Inc
Industrials
|
205,483 | $82,104,841 | 1.83% | |
| NSSC |
Napco Security Technologies, Inc
Industrials
|
2,009,089 | $79,138,015 | 1.76% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IPAR
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $363 | 4 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $6,107 | 72 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $23,512 | 239 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $69,200 | 527 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $88,248 | 775 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $203,708 | 1,549 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $19,503,700 | 150,631 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $70,714,018 | 609,446 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $86,931,287 | 618,684 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $87,373,169 | 606,716 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $83,766,766 | 623,543 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $98,875,035 | 731,162 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $101,154,685 | 711,155 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $71,611,082 | 741,930 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $48,614,802 | 644,246 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $46,434,743 | 635,570 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $48,392,984 | 549,608 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $36,588,876 | 342,272 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $19,520,129 | 261,069 | Shares | Sole | 2022-01-18 | |
| 2020-03-31 | $69,339 | 1,496 | Shares | Sole | 2022-01-18 | |
| No 13F history on record for this holder in this stock. | ||||||