Copeland Capital Management, LLC

CIK: 0001541743SEC EDGAR →

Portfolio Value

$4.5B

Holdings

297

As of

Q4 2025

New Positions

297

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ENSIGN GROUP INC

641,400$111.7M
2.49%
2

WESCO INTL INC

363,904$89.0M
1.99%
3

VALMONT INDS INC

210,433$84.7M
1.89%
4

ENCOMPASS HEALTH CORP

764,703$81.2M
1.81%
5

PRICESMART INC

653,408$80.2M
1.79%
6

TRAVEL PLUS LEISURE CO

1,116,306$78.7M
1.76%
7

CLEAR SECURE INC COM CL A

2,237,026$78.5M
1.75%
8

NEXSTAR MEDIA GROUP INC COMMON

376,621$76.5M
1.71%
9

LITTELFUSE INC

300,113$75.9M
1.69%
10

HOME BANCSHARES INC

2,622,015$72.8M
1.63%

Quarterly Changes

Top Buys

ENSGNEW
$111.7M
WCCNEW
$89.0M
VMINEW
$84.7M
EHCNEW
$81.2M
PSMTNEW
$80.2M

Top Sells

No sells this quarter

New Positions (297)

$111.7M · 641K shares
$89.0M · 364K shares
$84.7M · 210K shares
$81.2M · 765K shares
$80.2M · 653K shares
$78.7M · 1.1M shares
$78.5M · 2.2M shares
$76.5M · 377K shares
$75.9M · 300K shares
$72.8M · 2.6M shares
$72.1M · 889K shares
$70.4M · 524K shares
$69.6M · 942K shares
$67.3M · 1.5M shares
$67.3M · 907K shares
$65.2M · 1.8M shares
$64.9M · 272K shares
$62.3M · 1.4M shares
$61.4M · 786K shares
$61.0M · 800K shares
$60.5M · 1.4M shares
$59.7M · 479K shares
$59.2M · 1.4M shares
$58.9M · 138K shares
$58.8M · 504K shares
$58.0M · 987K shares
$57.0M · 295K shares
$55.8M · 1.7M shares
$54.8M · 381K shares
$53.8M · 346K shares
$53.4M · 246K shares
$52.7M · 1.3M shares
$52.2M · 133K shares
$51.9M · 479K shares
$50.7M · 1.4M shares
$50.5M · 805K shares
$50.4M · 1.7M shares
$50.0M · 466K shares
$45.3M · 1.1M shares
$44.5M · 176K shares
$42.3M · 308K shares
$42.3M · 241K shares
$41.7M · 1.2M shares
$41.2M · 74K shares
$40.1M · 413K shares
$39.6M · 435K shares
$38.9M · 605K shares
$37.9M · 305K shares
$37.8M · 131K shares
$35.8M · 3.4M shares
$35.1M · 616K shares
$34.8M · 173K shares
$31.5M · 367K shares
$31.4M · 452K shares
$31.0M · 139K shares
$30.7M · 1.1M shares
$30.4M · 167K shares
$29.8M · 86K shares
$29.4M · 245K shares
$28.8M · 282K shares
$28.5M · 178K shares
$28.0M · 116K shares
$27.7M · 160K shares
$27.5M · 242K shares
$27.2M · 153K shares
$27.1M · 266K shares
$26.8M · 66K shares
$26.6M · 135K shares
$26.4M · 313K shares
$26.0M · 62K shares
$25.9M · 1.4M shares
$25.9M · 602K shares
$25.8M · 374K shares
$25.7M · 1.5M shares
$25.5M · 338K shares
$24.8M · 262K shares
$24.3M · 50K shares
$23.9M · 82K shares
$23.8M · 74K shares
$23.6M · 91K shares
$23.4M · 86K shares
$22.9M · 105K shares
$22.3M · 64K shares
$22.3M · 186K shares
$22.1M · 204K shares
$22.0M · 732K shares
$21.5M · 71K shares
$21.4M · 68K shares
$21.4M · 20K shares
$20.5M · 888K shares
$19.8M · 61K shares
$19.2M · 502K shares
$18.7M · 139K shares
$18.3M · 1.1M shares
$17.4M · 19K shares
$17.3M · 99K shares
$17.1M · 50K shares
$16.6M · 136K shares
$16.3M · 33K shares
$16.0M · 70K shares
$15.5M · 86K shares
$15.4M · 50K shares
$14.6M · 22K shares
$13.6M · 24K shares
$13.6M · 440K shares
$13.4M · 51K shares
$13.0M · 34K shares
$12.9M · 69K shares
$12.5M · 19K shares
$12.1M · 37K shares
$11.7M · 73K shares
$11.3M · 70K shares
$11.0M · 43K shares
$10.6M · 14K shares
$10.5M · 63K shares
$10.4M · 2K shares
$10.0M · 12K shares
$9.9M · 29K shares
$9.1M · 53K shares
$8.1M · 102K shares
$7.2M · 37K shares
$6.5M · 42K shares
$1.4M · 6K shares
$1.3M · 14K shares
$1.3M · 7K shares
$1.1M · 1K shares
$1.0M · 7K shares
$1.0M · 5K shares
$1.0M · 4K shares
$1.0M · 12K shares
$1.0M · 4K shares
$979K · 1K shares
$940K · 7K shares
$931K · 5K shares
$922K · 18K shares
$912K · 5K shares
$907K · 15K shares
$903K · 6K shares
$885K · 13K shares
$873K · 4K shares
$808K · 10K shares
$378K · 2K shares
$376K · 3K shares
$318K · 298 shares
$298K · 1K shares
$273K · 829 shares
$255K · 3K shares
$243K · 790 shares
$241K · 1K shares
$240K · 2K shares
$238K · 3K shares
$237K · 7K shares
$237K · 3K shares
$233K · 16K shares
$231K · 5K shares
$219K · 3K shares
$212K · 3K shares
$197K · 2K shares
$190K · 1K shares
$175K · 999 shares
$159K · 2K shares
$156K · 1K shares
$131K · 420 shares
$130K · 400 shares
$127K · 416 shares
$125K · 367 shares
$124K · 5K shares
$113K · 422 shares
$99K · 723 shares
$98K · 4K shares
$95K · 7K shares
$95K · 936 shares
$91K · 936 shares
$89K · 1K shares
$82K · 6K shares
$80K · 2K shares
$79K · 837 shares
$78K · 1K shares
$73K · 5K shares
$71K · 500 shares
$71K · 2K shares
$70K · 10K shares
$69K · 2K shares
$69K · 3K shares
$68K · 3K shares
$68K · 2K shares
$66K · 14K shares
$65K · 1K shares
$65K · 6K shares
$65K · 3K shares
$64K · 3K shares
$64K · 2K shares
$64K · 3K shares
$64K · 2K shares
$64K · 2K shares
$63K · 600 shares
$63K · 1K shares
$63K · 3K shares
$62K · 2K shares
$61K · 522 shares
$61K · 2K shares
$61K · 1K shares
$60K · 1K shares
$60K · 1K shares
$59K · 2K shares
$59K · 2K shares
$58K · 13K shares
$56K · 1K shares
$56K · 4K shares
$55K · 8K shares
$54K · 982 shares
$54K · 2K shares
$53K · 1K shares
$52K · 4K shares
$52K · 4K shares
$52K · 3K shares
$52K · 6K shares
$51K · 5K shares
$49K · 4K shares
$46K · 2K shares
$45K · 4K shares
$45K · 977 shares
$43K · 759 shares
$41K · 64 shares
$40K · 8K shares
$39K · 258 shares
$35K · 1K shares
$29K · 374 shares
$29K · 34 shares
$28K · 374 shares
$27K · 5K shares
$27K · 459 shares
$24K · 218 shares
$24K · 258 shares
$23K · 168 shares
$22K · 983 shares
$21K · 178 shares
$19K · 306 shares
$18K · 357 shares
$18K · 221 shares
$16K · 660 shares
$15K · 205 shares
$13K · 552 shares
$11K · 75 shares
$11K · 90 shares
$11K · 810 shares
$10K · 110 shares
$9K · 29 shares
$7K · 320 shares
$6K · 72 shares
$5K · 17 shares
$5K · 126 shares
$5K · 58 shares
$5K · 65 shares
$4K · 359 shares
$4K · 91 shares
$4K · 114 shares
$3K · 60 shares
$3K · 380 shares
$3K · 197 shares
$3K · 40 shares
$3K · 68 shares
$3K · 174 shares
$3K · 106 shares
$3K · 23 shares
$3K · 60 shares
$3K · 169 shares
$3K · 140 shares
$3K · 62 shares
$3K · 49 shares
$3K · 102 shares
$3K · 79 shares
$3K · 40 shares
$2K · 145 shares
$2K · 57 shares
$2K · 59 shares
$2K · 89 shares
$2K · 252 shares
$2K · 44 shares
$2K · 180 shares
$2K · 76 shares
$2K · 22 shares
$2K · 286 shares
$1K · 5 shares
$1K · 22 shares
$1K · 31 shares
$1K · 18 shares
$1K · 96 shares
$1K · 3 shares
$1K · 141 shares
$1K · 18 shares
$1K · 47 shares
$1K · 141 shares
$0 · 5 shares
$0 · 25 shares
$0 · 2 shares
$0 · 1 shares

Sector Breakdown

Sector# HoldingsValue%
Industrials47$1.0B22.4%
Technology35$605.5M13.5%
Healthcare27$559.0M12.5%
Financial Services41$514.3M11.5%
Consumer Cyclical28$504.8M11.3%
Real Estate15$254.3M5.7%
Basic Materials13$225.1M5.0%
Consumer Defensive11$198.8M4.4%
Unknown48$191.8M4.3%
Communication Services12$169.6M3.8%
Utilities8$153.6M3.4%
Energy12$98.7M2.2%