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 POOL

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $14,417,831 71,259
2025-12-31 $16,018,446 70,026
2025-09-30 $25,276,594 81,519
2025-06-30 $24,145,910 82,839
2025-03-31 $39,848,824 125,173
2024-12-31 $43,359,384 127,176
2024-09-30 $50,729,713 134,633
2024-06-30 $34,712,615 112,949
2024-03-31 $45,364,294 112,427
2023-12-31 $40,915,220 102,619
2023-09-30 $37,814,613 106,191
2023-06-30 $39,770,656 106,157
2023-03-31 $30,259,025 88,363
2022-12-31 $25,500,627 84,347
2022-09-30 $19,510,727 61,314
2022-06-30 $20,468,279 58,276
2022-03-31 $24,794,655 58,637
2021-12-31 $33,444,374 59,089
2021-09-30 $25,743,136 59,260
2021-06-30 $27,405,852 59,752
2021-03-31 $21,458,736 62,156
2020-12-31 $14,091,674 37,830
2020-09-30 $31,513,667 94,200
2020-06-30 $34,965,743 128,612
2020-03-31 $37,488,030 190,517