Copeland Capital Management, LLC
Position in SXI — Standex International Corp/De/
CIK 1541743
Conshohocken, PA
Position in SXI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$59,442,249
-$1,925,998 QoQ
Shares Held
166,193
-31.0% QoQ
Ownership
1.37%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#20
of 328 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 62%
Shared 19%
None 18%
Common Shares in SXI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Copeland Capital Management, LLC holds $91,639,583 across 5 Specialty Industrial Machinery names. SXI ranks #1 (64.9% of the industry book) .
All Filings in SXI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,442,249 | 166,193 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $61,368,247 | 240,792 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $53,416,766 | 245,843 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $65,771,003 | 310,387 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $65,747,262 | 420,164 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $81,696,908 | 506,208 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $97,237,604 | 520,015 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $101,670,277 | 556,244 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $88,948,836 | 551,963 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $100,294,615 | 550,404 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $84,952,022 | 536,381 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $80,129,498 | 550,000 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $77,118,124 | 545,120 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $74,265,736 | 606,548 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $62,764,835 | 612,878 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $43,363,171 | 531,086 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $44,682,705 | 527,043 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $56,661,433 | 567,068 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $62,107,260 | 561,244 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $57,269,186 | 579,003 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $50,842,906 | 535,696 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $46,844,304 | 490,157 | Shares | Sole | 2022-01-18 | |
| 2020-12-31 | $31,762,812 | 409,737 | Shares | Sole | 2022-01-18 | |
| 2020-09-30 | $24,388,328 | 411,965 | Shares | Sole | 2022-01-18 | |
| 2020-06-30 | $21,004,656 | 364,981 | Shares | Sole | 2022-01-18 | |
| 2020-03-31 | $14,373,007 | 293,207 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||