Copeland Capital Management, LLC Q1 2024 Filing

Filed April 19, 2024

Portfolio Value

$5.5T

Holdings

272

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (272 positions)

#StockSharesValue% PortfolioType
1
ENSGENSIGN GROUP
1,031,288$128.3B2.33%
2
KNSLKINSALE CAPITAL GROUP INC
227,783$119.5B2.17%
3
CASYCASEY'S GENERAL STORES INC
334,281$106.5B1.93%
4
EHCENCOMPASS HEALTH
1,257,322$103.8B1.89%
5
SXISTANDEX INTL CORP
550,404$100.3B1.82%
6
WINGWINGSTOP INC
268,075$98.2B1.79%
7
HLNEHAMILTON LANE
851,242$96.0B1.74%
8
ALAIR LEASE CORP
1,811,496$93.2B1.69%
9
NOGNORTHERN OIL AND GAS INC
2,217,989$88.0B1.60%
10
USPHU.S. PHYSICAL THERAPY INC
770,221$86.9B1.58%
11
IPARINTER PARFUMS INC
618,684$86.9B1.58%
12
TTEKTETRA TECH INC
467,800$86.4B1.57%
13
LMATLEMAITRE VASCULAR INC
1,290,893$85.7B1.56%
14
CNSCOHEN & STEERS INC
1,074,209$82.6B1.50%
15
CHECHEMED CORP
128,105$82.2B1.49%
16
BCBRUNSWICK CORP
849,080$82.0B1.49%
17
BWXTBWX TECHNOLOGIES
798,568$81.9B1.49%
18
ALSNALLISON TRANSMISSION HOLDING
1,002,779$81.4B1.48%
19
NXSTNEXSTAR MEDIA GROUP INC
460,748$79.4B1.44%
20
CIVICIVITAS RESOURCES INC
1,037,258$78.7B1.43%
21
HOMBHOME BANCSHARES INC
3,200,830$78.6B1.43%
22
OZKBANK OZK
1,696,756$77.1B1.40%
23
STVNSTEVANATO GROUP SPA
2,402,115$77.1B1.40%
24
CHRDCHORD ENERGY CORP
431,916$77.0B1.40%
25
OLEDUNIVERSAL DISPLAY
451,666$76.1B1.38%
26
TNLTRAVEL & LEISURE CO
1,534,380$75.1B1.37%
27
1939900DBROOKFIELD INFRASTRUCTURE-A
2,065,231$74.4B1.35%
28
TRNOTERRENO REALTY CORP
1,113,893$74.0B1.34%
29
PWIPOWER INTEGRATIONS INC
987,372$70.6B1.28%
30
VMIVALMONT INDUSTRIES
303,135$69.2B1.26%
31
CGNXCOGNEX CORP
1,595,899$67.7B1.23%
32
KWRQUAKER CHEMICAL CORPORATION
327,051$67.1B1.22%
33
SSTKSHUTTERSTOCK INC
1,450,155$66.4B1.21%
34
UFPIUFP PACKAGING
537,937$66.2B1.20%
35
PRGOPERRIGO COMPANY
2,041,604$65.7B1.19%
36
RSRELIANCE INC
191,381$64.0B1.16%
37
OGM1COGENT COMMUNICATIONS
962,311$62.9B1.14%
38
LSTRLANDSTAR SYSTEM INC
325,675$62.8B1.14%
39
LFUSLITTELFUSE INC
256,993$62.3B1.13%
40
HXLHEXCEL CORP
827,274$60.3B1.10%
41
KLICKULICKE & SOFFA INDUSTRIES
1,197,787$60.3B1.10%
42
MTRNMATERION CORP
456,736$60.2B1.09%
43
CNXCCONCENTRIX CORP
874,972$57.9B1.05%
44
CPKCHESAPEAKE UTILITIES CORP
536,856$57.6B1.05%
45
AGMFEDERAL AGRIC MTG CORP-CL C
288,766$56.9B1.03%
46
UTZUTZ BRANDS INC
3,033,925$55.9B1.02%
47
CRAICRA INTERNATIONAL INC
372,247$55.7B1.01%
48
SCVLSHOE CARNIVAL INC
1,498,141$54.9B1.00%
49
UNFUNIFIRST CORP/MA
296,188$51.4B0.93%
50
NSPINSPERITY INC
467,770$51.3B0.93%
51
STESTERIS PLC
220,232$49.5B0.90%
52
LKFNLAKELAND FINANCIAL CORP
740,353$49.1B0.89%
53
POOLPOOL CORP
112,427$45.4B0.82%
54
DKSDICKS SPORTING GOODS INC
198,656$44.7B0.81%
55
CBTCABOT CORP
477,829$44.1B0.80%
56
CSLCARLISLE COS INC
107,236$42.0B0.76%
57
EXPIEXP WORLD HOLDING
3,941,876$40.7B0.74%
58
BAHBOOZ ALLEN HAMILTON HOLDINGS
266,148$39.5B0.72%
59
UMHUMH PROPERTIES
2,421,907$39.3B0.71%
60
BRBROADRIDGE FINANCIAL SOLUTIO
191,765$39.3B0.71%
61
DPZDOMINO'S PIZZA INC
78,193$38.9B0.71%
62
FDSFACTSET RESEARCH SYSTEMS INC
85,110$38.7B0.70%
63
ROFKFORCE INC
534,835$37.7B0.69%
64
MTDRMATADOR RESOURCES CO
524,269$35.0B0.64%
65
WCCWESCO INTERNATIONAL INC
199,013$34.1B0.62%
66
NDSNNORDSON CORP COM
122,143$33.5B0.61%
67
MORNMORNINGSTAR INC
104,693$32.3B0.59%
68
CHRCHURCHILL DOWNS
260,025$32.2B0.58%
69
AVGOBROADCOM INC
24,213$32.1B0.58%
70
PZZAPAPA JOHNS INTERNATIONAL INC
473,174$31.5B0.57%
71
GFLGFL ENVIRONMENTAL
896,708$30.9B0.56%
72
JKHYJACK HENRY & ASSOCIATES INC
177,561$30.8B0.56%
73
PBPROSPERITY BANCSHARES INC
454,106$29.9B0.54%
74
SNDRSCHNEIDER NATL INC
1,294,385$29.3B0.53%
75
NXRTNEXPOINT RESIDENTIAL
896,238$28.8B0.52%
76
MSFTMICROSOFT CORP
65,344$27.5B0.50%
77
TRUTRANSUNION
339,132$27.1B0.49%
78
DGXQUEST DIAGNOSTICS
197,427$26.3B0.48%
79
CUBECUBESMART
567,597$25.7B0.47%
80
HIIHUNTINGTON INGALLS INDUSTRIE
83,344$24.3B0.44%
81
GLGLOBE LIFE INC
208,525$24.3B0.44%
82
VVISA INC
83,054$23.2B0.42%
83
WCNWASTE CONNECTIONS INC
129,467$22.3B0.40%
84
UNHUNITEDHEALTH GROUP INC
43,009$21.3B0.39%
85
FANGDIAMONDBACK ENERGY
104,176$20.6B0.38%
86
MSIMOTOROLA SOLUTIONS INC
56,587$20.1B0.37%
87
LLYLILLY ELI & CO
25,477$19.8B0.36%
88
CABOCABLE ONE INC
46,296$19.6B0.36%
89
AAPLAPPLE INC
114,111$19.6B0.36%
90
A4SAMERIPRISE FINANCIAL INC
43,089$18.9B0.34%
91
DWDMORGAN STANLEY
198,591$18.7B0.34%
92
INTUINTUIT INC
28,733$18.7B0.34%
93
IRMDIRADIMED CORP
418,149$18.4B0.33%
94
MSCIMSCI INC
30,960$17.4B0.32%
95
CDWCDW CORP/DE
66,617$17.0B0.31%
96
SHWSHERWIN-WILLIAMS
48,925$17.0B0.31%
97
OTISOTIS WORLDWIDE
168,831$16.8B0.30%
98
COSTCOSTCO WHOLESALE
22,741$16.7B0.30%
99
PSMTPRICESMART INC
192,930$16.2B0.29%
100
ROSTROSS STORES INC
110,045$16.2B0.29%
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