Copeland Capital Management, LLC Q1 2025 Filing

Filed April 24, 2025

Portfolio Value

$5.0T

Holdings

283

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (283 positions)

#StockSharesValue% PortfolioType
1
EHCENCOMPASS HEALTH CORP
1,263,771$128.0B2.56%
2
ENSGENSIGN GROUP INC
921,267$119.2B2.39%
3
HLNEHAMILTON LANE INC CL A
764,889$113.7B2.28%
4
KNSLKINSALE CAP GROUP INC
222,240$108.2B2.17%
5
CASYCASEYS GEN STORES INC
238,066$103.3B2.07%
6
CHECHEMED CORP NEW
149,035$91.7B1.84%
7
LMATLEMAITRE VASCULAR INC
1,078,723$90.5B1.81%
8
HOMBHOME BANCSHARES INC
3,174,986$89.8B1.80%
9
ALAIR LEASE CORP CL A
1,729,828$83.6B1.67%
10
SXISTANDEX INTL CORP
506,208$81.7B1.64%
11
NXSTNEXSTAR MEDIA GROUP INC COMMON
455,020$81.5B1.63%
12
CNSCOHEN & STEERS INC
997,296$80.0B1.60%
13
CNXCCONCENTRIX CORP
1,373,432$76.4B1.53%
14
TRNOTERRENO RLTY CORP
1,198,319$75.8B1.52%
15
CPKCHESAPEAKE UTILS CORP
581,330$74.7B1.50%
16
BIPCBROOKFIELD INFRASTRUCTURE CORP
2,028,779$73.4B1.47%
17
VMIVALMONT INDS INC
253,762$72.4B1.45%
18
TNLTRAVEL PLUS LEISURE CO
1,526,369$70.7B1.42%
19
BWXTBWX TECHNOLOGIES INC
698,037$68.9B1.38%
20
PRGOPERRIGO CO PLC
2,452,786$68.8B1.38%
21
PSMTPRICESMART INC
782,353$68.7B1.38%
22
CBTCABOT CORP
805,504$67.0B1.34%
23
MTDRMATADOR RES CO
1,253,988$64.1B1.28%
24
FSVFIRSTSERVICE CORP NEW SUB VTG
382,852$63.5B1.27%
25
UNFUNIFIRST CORP MASS
360,416$62.7B1.26%
26
HXLHEXCEL CORP NEW
1,135,008$62.2B1.24%
27
NOGNORTHERN OIL & GAS INC
2,042,914$61.8B1.24%
28
PWIPOWER INTEGRATIONS INC
1,199,136$60.6B1.21%
29
WINGWINGSTOP INC
262,257$59.2B1.18%
30
USPHU S PHYSICAL THERAPY
816,272$59.1B1.18%
31
TTEKTETRA TECH INC NEW
2,001,321$58.5B1.17%
32
UFPIUFP INDUSTRIES INC
535,382$57.3B1.15%
33
AESIATLAS ENERGY SOLUTIONS INC COM
3,203,592$57.2B1.14%
34
LSTRLANDSTAR SYS INC
376,090$56.5B1.13%
35
OLEDUNIVERSAL DISPLAY CORP
397,756$55.5B1.11%
36
AGMFEDERAL AGRIC MTG CORP CL C
288,767$54.1B1.08%
37
WCCWESCO INTL INC
347,799$54.0B1.08%
38
RSRELIANCE INC
183,059$52.9B1.06%
39
KWRQUAKER HOUGHTON
420,269$51.9B1.04%
40
UMHUMH PPTYS INC
2,743,774$51.3B1.03%
41
YOUCLEAR SECURE INC COM CL A
1,976,459$51.2B1.03%
42
CGNXCOGNEX CORP
1,705,109$50.9B1.02%
43
LFUSLITTELFUSE INC
253,692$49.9B1.00%
44
BCBRUNSWICK CORP
901,454$48.5B0.97%
45
KLICKULICKE & SOFFA INDS INC
1,437,609$47.4B0.95%
46
STESTERIS PLC SHS USD
208,665$47.3B0.95%
47
LKFNLAKELAND FINL CORP
740,622$44.0B0.88%
48
STSENSATA TECHNOLOGIES HLDG PLC
1,785,385$43.3B0.87%
49
CRAICRA INTL INC
248,696$43.1B0.86%
50
UTZUTZ BRANDS INC COM CL A
3,035,987$42.7B0.86%
51
NSPINSPERITY INC
468,992$41.8B0.84%
52
POOLPOOL CORP
125,173$39.8B0.80%
53
JKHYHENRY JACK & ASSOC INC
203,613$37.2B0.74%
54
WHWYNDHAM HOTELS & RESORTS INC
406,911$36.8B0.74%
55
BAHBOOZ ALLEN HAMILTON HLDG CORP
347,650$36.4B0.73%
56
SNDRSCHNEIDER NATIONAL INC CL B
1,572,527$35.9B0.72%
57
DPZDOMINOS PIZZA INC
77,688$35.7B0.71%
58
GFLGFL ENVIRONMENTAL INC SUB VTG
729,884$35.3B0.71%
59
NXRTNEXPOINT RESIDENTIAL TR INC
891,235$35.2B0.71%
60
NSSCNAPCO SEC TECHNOLOGIES INC
1,493,928$34.4B0.69%
61
DGXQUEST DIAGNOSTICS INC
196,262$33.2B0.67%
62
MTRNMATERION CORP
401,457$32.8B0.66%
63
PBPROSPERITY BANCSHARES INC
457,379$32.6B0.65%
64
CSLCARLISLE COS INC
93,359$31.8B0.64%
65
MSAMSA SAFETY INC
214,970$31.5B0.63%
66
EXPIEXP WORLD HLDGS INC
3,208,566$31.4B0.63%
67
MORNMORNINGSTAR INC
103,384$31.0B0.62%
68
SCVLSHOE CARNIVAL INC
1,399,330$30.8B0.62%
69
PATKPATRICK INDS INC
351,356$29.7B0.60%
70
NVTNVENT ELECTRIC PLC
564,318$29.6B0.59%
71
RHPRYMAN HOSPITALITY PPTYS INC
322,323$29.5B0.59%
72
FDSFACTSET RESH SYS INC
64,749$29.4B0.59%
73
CHRCHURCHILL DOWNS INC
256,048$28.4B0.57%
74
APY1EURCHAMPIONX CORPORATION
918,114$27.4B0.55%
75
DKSDICKS SPORTING GOODS INC
132,239$26.7B0.53%
76
TRUTRANSUNION
320,839$26.6B0.53%
77
ROFKFORCE INC
535,485$26.2B0.52%
78
IRMDIRADIMED CORP
490,544$25.7B0.52%
79
BSYBENTLEY SYS INC COM CL B
635,288$25.0B0.50%
80
HSTMHEALTHSTREAM INC
763,690$24.6B0.49%
81
VVISA INC COM CL A
69,820$24.5B0.49%
82
NDSNNORDSON CORP
120,508$24.3B0.49%
83
BRBROADRIDGE FINL SOLUTIONS INC
94,725$23.0B0.46%
84
RGLDROYAL GOLD INC
137,990$22.6B0.45%
85
AVGOBROADCOM INC
133,606$22.4B0.45%
86
WCNWASTE CONNECTIONS INC
108,785$21.2B0.43%
87
AAPLAPPLE INC
95,375$21.2B0.42%
88
NYTNEW YORK TIMES CO CL A
422,970$21.0B0.42%
89
MSFTMICROSOFT CORP
55,065$20.7B0.41%
90
WINAWINMARK CORP
63,209$20.1B0.40%
91
DWDMORGAN STANLEY COM NEW
167,768$19.6B0.39%
92
UNHUNITEDHEALTH GROUP INC
36,118$18.9B0.38%
93
ALSNALLISON TRANSMISSION HLDGS INC
190,921$18.3B0.37%
94
LLYELI LILLY & CO
21,682$17.9B0.36%
95
A4SAMERIPRISE FINL INC
36,396$17.6B0.35%
96
HIIHUNTINGTON INGALLS INDS INC
81,592$16.6B0.33%
97
JPMJPMORGAN CHASE & CO.
67,462$16.5B0.33%
98
MSIMOTOROLA SOLUTIONS INC
36,258$15.9B0.32%
99
CITCINTAS CORP
75,205$15.5B0.31%
100
ABGCENCORA INC
55,365$15.4B0.31%
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