Copeland Capital Management, LLC Q2 2023 Filing

Filed July 14, 2023

Portfolio Value

$4845.2T

Holdings

313

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (313 positions)

#StockSharesValue% PortfolioType
1
IPARINTER PARFUMS INC
731,162$98.9T2.04%
2
ENSGENSIGN GROUP
1,034,644$98.8T2.04%
3
USPHU.S. PHYSICAL THERAPY INC
721,458$87.6T1.81%
4
NOGNORTHERN OIL AND GAS INC
2,529,105$86.8T1.79%
5
EHCENCOMPASS HEALTH
1,271,681$86.1T1.78%
6
CHRDCHORD ENERGY CORP
540,502$83.1T1.72%
7
LMATLEMAITRE VASCULAR INC
1,225,726$82.5T1.70%
8
CASYCASEY'S GENERAL STORES INC
337,307$82.3T1.70%
9
WINGWINGSTOP INC
408,485$81.8T1.69%
10
LSTRLANDSTAR SYSTEM INC
418,992$80.7T1.66%
11
OLEDUNIVERSAL DISPLAY
557,054$80.3T1.66%
12
EXPIEXP WORLD HOLDING
3,957,084$80.2T1.66%
13
CHECHEMED CORP
145,794$79.0T1.63%
14
BWXTBWX TECHNOLOGIES
1,092,056$78.2T1.61%
15
HLNEHAMILTON LANE
971,821$77.7T1.60%
16
SXISTANDEX INTL CORP
545,120$77.1T1.59%
17
TTEKTETRA TECH INC
468,624$76.7T1.58%
18
ALSNALLISON TRANSMISSION HOLDING
1,356,484$76.6T1.58%
19
LFUSLITTELFUSE INC
258,030$75.2T1.55%
20
OZKBANK OZK
1,851,429$74.4T1.53%
21
NSPINSPERITY INC
621,957$74.0T1.53%
22
BCBRUNSWICK CORP
853,534$74.0T1.53%
23
HOMBHOME BANCSHARES INC
3,205,744$73.1T1.51%
24
NXSTNEXSTAR MEDIA GROUP INC
435,994$72.6T1.50%
25
PWIPOWER INTEGRATIONS INC
765,771$72.5T1.50%
26
CIVICIVITAS RESOURCES INC
1,034,813$71.8T1.48%
27
KLICKULICKE & SOFFA INDUSTRIES
1,205,825$71.7T1.48%
28
KNSLKINSALE CAPITAL GROUP INC
191,168$71.5T1.48%
29
ALAIR LEASE CORP
1,701,864$71.2T1.47%
30
1939900DBROOKFIELD INFRASTRUCTURE-A
1,532,368$69.8T1.44%
31
PRGOPERRIGO COMPANY
2,049,214$69.6T1.44%
32
OGM1COGENT COMMUNICATIONS
962,589$64.8T1.34%
33
KWRQUAKER CHEMICAL CORPORATION
325,716$63.5T1.31%
34
TNLTRAVEL & LEISURE CO
1,534,500$61.9T1.28%
35
STVNSTEVANATO GROUP SPA
1,853,526$60.0T1.24%
36
CPKCHESAPEAKE UTILITIES CORP
499,899$59.5T1.23%
37
CNSCOHEN & STEERS INC
1,014,165$58.8T1.21%
38
NXRTNEXPOINT RESIDENTIAL
1,289,332$58.6T1.21%
39
ABMABM INDUSTRIES INC
1,370,359$58.4T1.21%
40
TRNOTERRENO REALTY CORP
965,680$58.0T1.20%
41
MTRNMATERION CORP
507,525$58.0T1.20%
42
CABOCABLE ONE INC
84,835$55.7T1.15%
43
PAHUSDELEMENT SOLUTIONS INC
2,813,188$54.0T1.11%
44
RSRELIANCE STEEL & ALUMINUM
188,549$51.2T1.06%
45
SSTKSHUTTERSTOCK INC
1,012,360$49.3T1.02%
46
STESTERIS PLC
218,773$49.2T1.02%
47
MNROMONRO INC
1,187,335$48.2T1.00%
48
KWKENNEDY - WILSON HOLDINGS INC.
2,871,859$46.9T0.97%
49
AGMFEDERAL AGRIC MTG CORP-CL C
325,289$46.8T0.97%
50
UNFUNIFIRST CORP/MA
295,853$45.9T0.95%
51
UFPIUFP PACKAGING
462,192$44.9T0.93%
52
TTECTTEC HOLDINGS INC
1,197,183$40.5T0.84%
53
POOLPOOL CORP
106,157$39.8T0.82%
54
UTZUTZ BRANDS INC
2,389,767$39.1T0.81%
55
UMHUMH PROPERTIES
2,413,915$38.6T0.80%
56
CRAICRA INTERNATIONAL INC
365,838$37.3T0.77%
57
CHRCHURCHILL DOWNS
264,784$36.9T0.76%
58
GFLGFL ENVIRONMENTAL
897,301$34.8T0.72%
59
BAHBOOZ ALLEN HAMILTON HOLDINGS
310,017$34.6T0.71%
60
FDSFACTSET RESEARCH SYSTEMS INC
84,516$33.9T0.70%
61
ENQENTEGRIS INC
289,745$32.1T0.66%
62
CBTCABOT CORP
476,466$31.9T0.66%
63
BRBROADRIDGE FINANCIAL SOLUTIO
192,274$31.8T0.66%
64
NDSNNORDSON CORP COM
122,170$30.3T0.63%
65
JKHYJACK HENRY & ASSOCIATES INC
178,278$29.8T0.62%
66
SCVLSHOE CARNIVAL INC
1,252,466$29.4T0.61%
67
DGXQUEST DIAGNOSTICS
198,901$28.0T0.58%
68
CSLCARLISLE COS INC
108,536$27.8T0.57%
69
MTDRMATADOR RESOURCES CO
523,980$27.4T0.57%
70
TRUTRANSUNION
349,942$27.4T0.57%
71
CGNXCOGNEX CORP
487,844$27.3T0.56%
72
AAPLAPPLE INC
138,616$26.9T0.55%
73
LKFNLAKELAND FINANCIAL CORP
551,368$26.8T0.55%
74
DPZDOMINO'S PIZZA INC
77,354$26.1T0.54%
75
CUBECUBESMART
561,270$25.1T0.52%
76
GLGLOBE LIFE INC
209,723$23.0T0.47%
77
ARISUSDARIS WATER SOLUTION INC-A
2,131,423$22.0T0.45%
78
PBPROSPERITY BANCSHARES INC
372,595$21.0T0.43%
79
AVGOBROADCOM INC
24,000$20.8T0.43%
80
MORNMORNINGSTAR INC
103,905$20.4T0.42%
81
UNHUNITEDHEALTH GROUP INC
41,838$20.1T0.42%
82
MSFTMICROSOFT CORP
57,731$19.7T0.41%
83
VVISA INC
80,614$19.1T0.40%
84
WCNWASTE CONNECTIONS INC
125,470$17.9T0.37%
85
MSIMOTOROLA SOLUTIONS INC
57,208$16.8T0.35%
86
PXDEURPIONEER NATURAL RESOURCES CO
74,875$15.5T0.32%
87
SHWSHERWIN-WILLIAMS
57,158$15.2T0.31%
88
ROFKFORCE INC
240,544$15.1T0.31%
89
OTISOTIS WORLDWIDE
163,690$14.6T0.30%
90
COSTCOSTCO WHOLESALE
26,310$14.2T0.29%
91
DFSEURDISCOVER FINANCIAL SERVICES
119,472$14.0T0.29%
92
EQIXEQUINIX INC
17,433$13.7T0.28%
93
A4SAMERIPRISE FINANCIAL INC
38,961$12.9T0.27%
94
STZCONSTELLATION BRANDS INC-A
52,209$12.9T0.27%
95
APDAIR PRODUCTS & CHEMICALS INC
42,632$12.8T0.26%
96
INTUINTUIT INC
27,856$12.8T0.26%
97
DWDMORGAN STANLEY
147,640$12.6T0.26%
98
ZTSZOETIS INC
72,665$12.5T0.26%
99
BLKCHFBLACKROCK INC
18,076$12.5T0.26%
100
CDWCDW CORP/DE
65,185$12.0T0.25%
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