Copeland Capital Management, LLC

CIK
1541743
City
Conshohocken
State / Country
PA

Top Portfolio Positions

250 positions · $4,496,424,361 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
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

35 quarters · across all stocks

Holdings in LFUS

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $89,383,432 263,396
2025-12-31 $75,904,578 300,113
2025-09-30 $82,150,459 317,171
2025-06-30 $75,546,208 333,199
2025-03-31 $49,911,362 253,692
2024-12-31 $61,068,460 259,149
2024-09-30 $69,265,793 261,134
2024-06-30 $66,233,080 259,138
2024-03-31 $62,282,253 256,993
2023-12-31 $67,467,394 252,158
2023-09-30 $64,279,950 259,906
2023-06-30 $75,166,718 258,030
2023-03-31 $66,782,021 249,103
2022-12-31 $51,362,090 233,252
2022-09-30 $40,130,610 201,976
2022-06-30 $50,877,606 200,274
2022-03-31 $50,003,712 200,488
2021-12-31 $62,823,343 199,642
2021-09-30 $53,819,979 196,948
2021-06-30 $48,870,759 191,808
2021-03-31 $51,168,874 193,499
2020-12-31 $43,659,674 171,443
2020-09-30 $37,850,739 213,436
2020-06-30 $32,121,267 188,251
2020-03-31 $25,436,256 190,648