Copeland Capital Management, LLC Q3 2022 Filing

Filed October 12, 2022

Portfolio Value

$3.0T

Holdings

280

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (280 positions)

#StockSharesValue% PortfolioType
1
ENSGENSIGN GROUP
928,492$73.8B2.44%
2
NXSTNEXSTAR MEDIA GROUP INC
380,110$63.4B2.09%
3
OZKBANK OZK
1,568,195$62.0B2.05%
4
LMATLEMAITRE VASCULAR INC
1,223,582$62.0B2.05%
5
CHRDCHORD ENERGY CORP
446,610$61.1B2.02%
6
CHECHEMED CORP
138,169$60.3B1.99%
7
NOGNORTHERN OIL AND GAS INC
2,146,303$58.8B1.94%
8
HOMBHOME BANCSHARES INC
2,517,065$56.7B1.87%
9
CASYCASEY'S GENERAL STORES INC
266,671$54.0B1.78%
10
NSPINSPERITY INC
511,626$52.2B1.72%
11
CIVICIVITAS RESOURCES INC
867,250$49.8B1.64%
12
WINGWINGSTOP INC
394,737$49.5B1.63%
13
IPARINTER PARFUMS INC
644,246$48.6B1.60%
14
ALSNALLISON TRANSMISSION HOLDING
1,405,676$47.5B1.57%
15
LSTRLANDSTAR SYSTEM INC
328,147$47.4B1.56%
16
TTEKTETRA TECH INC
364,443$46.8B1.55%
17
BCBRUNSWICK CORP
667,165$43.7B1.44%
18
BWXTBWX TECHNOLOGIES
864,621$43.6B1.44%
19
SXISTANDEX INTL CORP
531,086$43.4B1.43%
20
CNSCOHEN & STEERS INC
659,667$41.3B1.36%
21
MNROMONRO INC
949,212$41.3B1.36%
22
HLNEHAMILTON LANE
689,689$41.1B1.36%
23
ABMABM INDUSTRIES INC
1,066,841$40.8B1.35%
24
TNLTRAVEL & LEISURE CO
1,191,253$40.6B1.34%
25
ALAIR LEASE CORP
1,302,124$40.4B1.33%
26
OGM1COGENT COMMUNICATIONS
770,538$40.2B1.33%
27
LFUSLITTELFUSE INC
201,976$40.1B1.32%
28
EHCENCOMPASS HEALTH
858,723$38.8B1.28%
29
PWIPOWER INTEGRATIONS INC
596,170$38.3B1.27%
30
AQN.TOALGONQUIN POWER & UTILITIES
3,510,535$38.3B1.26%
31
LKFNLAKELAND FINANCIAL CORP
520,487$37.9B1.25%
32
USPHU.S. PHYSICAL THERAPY INC
483,964$36.8B1.21%
33
SSTKSHUTTERSTOCK INC
729,313$36.6B1.21%
34
PAHUSDELEMENT SOLUTIONS INC
2,201,798$35.8B1.18%
35
KLICKULICKE & SOFFA INDUSTRIES
929,157$35.8B1.18%
36
UFPIUFP INDUSTRIES INC
495,856$35.8B1.18%
37
AUDCAUDIOCODES LTD
1,634,218$35.6B1.18%
38
TRNOTERRENO REALTY CORP
670,982$35.6B1.17%
39
OLEDUNIVERSAL DISPLAY
372,992$35.2B1.16%
40
NXRTNEXPOINT RESIDENTIAL
749,402$34.6B1.14%
41
KWKENNEDY - WILSON HOLDINGS INC.
2,221,391$34.3B1.13%
42
MTRNMATERION CORP
427,390$34.2B1.13%
43
UNFUNIFIRST CORP/MA
199,617$33.6B1.11%
44
CABOCABLE ONE INC
38,331$32.7B1.08%
45
KWRQUAKER CHEMICAL CORPORATION
212,427$30.7B1.01%
46
CPKCHESAPEAKE UTILITIES CORP
265,563$30.6B1.01%
47
AGMFEDERAL AGRIC MTG CORP-CL C
305,721$30.3B1.00%
48
EVREVERCORE INC - A
367,298$30.2B1.00%
49
CRAICRA INTERNATIONAL INC
338,362$30.0B0.99%
50
UTZUTZ BRANDS INC
1,925,132$29.1B0.96%
51
AIMCUSDALTRA INDUSTRIAL MOTION
847,607$28.5B0.94%
52
EXPIEXP WORLD HOLDING
2,510,389$28.1B0.93%
53
UMHUMH PROPERTIES
1,609,693$26.0B0.86%
54
TTECTTEC HOLDINGS INC
578,257$25.6B0.85%
55
STESTERIS PLC
151,255$25.1B0.83%
56
RSRELIANCE STEEL & ALUMINUM
137,389$24.0B0.79%
57
STVNSTEVANATO GROUP SPA
1,413,157$23.9B0.79%
58
FDSFACTSET RESEARCH SYSTEMS INC
57,030$22.8B0.75%
59
SCVLSHOE CARNIVAL INC
1,058,029$22.7B0.75%
60
CHRCHURCHILL DOWNS
114,104$21.0B0.69%
61
FANGDIAMONDBACK ENERGY INC
173,511$20.9B0.69%
62
POOLPOOL CORP
61,314$19.5B0.64%
63
AARON'S CO INC/THE
1,958,240$19.0B0.63%
64
HIIHUNTINGTON INGALLS INDUSTRIE
83,285$18.4B0.61%
65
JKHYJACK HENRY & ASSOCIATES INC
98,989$18.0B0.60%
66
BAHBOOZ ALLEN HAMILTON HOLDINGS
194,262$17.9B0.59%
67
CSLCARLISLE COS INC
63,240$17.7B0.59%
68
PBPROSPERITY BANCSHARES INC
264,171$17.6B0.58%
69
KALUKAISER ALUMINUM
285,694$17.5B0.58%
70
DGXQUEST DIAGNOSTICS
139,295$17.1B0.56%
71
BPOPPOPULAR INC
237,081$17.1B0.56%
72
GFLGFL ENVIRONMENTAL
661,246$16.7B0.55%
73
BRBROADRIDGE FINANCIAL SOLUTIO
113,824$16.4B0.54%
74
AWNADVANCE AUTO PARTS INC
103,648$16.2B0.53%
75
CTRACOTERRA ENERGY
587,336$15.3B0.51%
76
UNHUNITEDHEALTH GROUP INC
29,667$15.0B0.49%
77
NDSNNORDSON CORP COM
69,729$14.8B0.49%
78
GLGLOBE LIFE INC
145,522$14.5B0.48%
79
ARISUSDARIS WATER SOLUTION INC-A
1,131,837$14.4B0.48%
80
AAPLAPPLE INC
103,884$14.4B0.47%
81
DPZDOMINO'S PIZZA INC
42,539$13.2B0.44%
82
MORNMORNINGSTAR INC
60,836$12.9B0.43%
83
WCNWASTE CONNECTIONS INC
87,346$11.8B0.39%
84
PXDEURPIONEER NATURAL RESOURCES CO
52,465$11.4B0.37%
85
ENQENTEGRIS INC
127,172$10.6B0.35%
86
CGNXCOGNEX CORP
243,235$10.1B0.33%
87
VVISA INC
55,669$9.9B0.33%
88
MSIMOTOROLA SOLUTIONS INC
41,236$9.2B0.30%
89
PRGOPERRIGO COMPANY
253,673$9.0B0.30%
90
AVGOBROADCOM INC
20,337$9.0B0.30%
91
CDWCDW CORP/DE
56,902$8.9B0.29%
92
A4SAMERIPRISE FINANCIAL INC
34,677$8.7B0.29%
93
MSFTMICROSOFT CORP
37,222$8.7B0.29%
94
ADPAUTO DATA PROCESSING
38,278$8.7B0.29%
95
COSTCOSTCO WHOLESALE
18,281$8.6B0.28%
96
DGDOLLAR GENERAL
35,644$8.6B0.28%
97
STZCONSTELLATION BRANDS INC-A
35,676$8.2B0.27%
98
UNPUNION PACIFIC CORP
40,751$7.9B0.26%
99
SHWSHERWIN-WILLIAMS
37,807$7.7B0.26%
100
DFSEURDISCOVER FINANCIAL SERVICES
83,431$7.6B0.25%
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