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	$18,204,275	728,171	-0.5%	Shares	Sole	2026-05-06
2025-12-31	$22,033,350	732,005	-6.8%	Shares	Sole	2026-01-29
2025-09-30	$25,305,909	785,410	-5.3%	Shares	Sole	2025-10-17
2025-06-30	$27,640,705	829,553	-6.9%	Shares	Sole	2025-07-21
2025-03-31	$35,230,519	891,235	-2.0%	Shares	Sole	2025-04-24
2024-12-31	$37,982,396	909,758	+0.9%	Shares	Sole	2025-01-24
2024-09-30	$39,683,200	901,686	+0.1%	Shares	Sole	2024-10-21
2024-06-30	$35,587,564	900,723	+0.5%	Shares	Sole	2024-07-26
2024-03-31	$28,849,900	896,238	+3.3%	Shares	Sole	2024-04-19
2023-12-31	$29,875,737	867,724	-37.6%	Shares	Sole	2024-01-19
2023-09-30	$44,722,540	1,389,762	+7.8%	Shares	Sole	2023-10-23
2023-06-30	$58,638,818	1,289,332	+3.9%	Shares	Sole	2023-07-14
2023-03-31	$54,213,028	1,241,425	+18.0%	Shares	Sole	2023-04-14
2022-12-31	$45,794,354	1,052,260	+40.4%	Shares	Sole	2023-01-13
2022-09-30	$34,629,865	749,402	+9.8%	Shares	Sole	2022-10-12
2022-06-30	$42,667,887	682,577	-0.1%	Shares	Sole	2022-07-15
2022-03-31	$61,684,168	683,027	-9.8%	Shares	Sole	2022-04-18
2021-12-31	$63,509,607	757,600	-6.1%	Shares	Sole	2022-01-18
2021-09-30	$49,924,721	806,799	-5.2%	Shares	Sole	2022-01-18
2021-06-30	$46,796,665	851,158	-1.1%	Shares	Sole	2022-01-18
2021-03-31	$39,646,940	860,207	+14.0%	Shares	Sole	2022-01-18
2020-12-31	$31,918,198	754,389	+5.0%	Shares	Defined	2022-01-18
2020-09-30	$31,866,672	718,527	+1.4%	Shares	Sole	2022-01-18
2020-06-30	$25,037,343	708,270	+223.5%	Shares	Sole	2022-01-18
2020-03-31	$5,520,106	218,965	—	Shares	Sole	2022-01-18
No 13F history on record for this holder in this stock.