Copeland Capital Management, LLC Q3 2024 Filing

Filed October 21, 2024

Portfolio Value

$5.7T

Holdings

279

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (279 positions)

#StockSharesValue% PortfolioType
1
HLNEHAMILTON LANE INC CL A
863,397$145.4B2.53%
2
ENSGENSIGN GROUP INC
936,535$134.7B2.34%
3
EHCENCOMPASS HEALTH CORP
1,284,550$124.1B2.16%
4
LMATLEMAITRE VASCULAR INC
1,163,392$108.1B1.88%
5
KNSLKINSALE CAP GROUP INC
231,303$107.7B1.87%
6
CNSCOHEN & STEERS INC
1,091,097$104.7B1.82%
7
SXISTANDEX INTL CORP
556,244$101.7B1.77%
8
WINGWINGSTOP INC
230,510$95.9B1.67%
9
CASYCASEYS GEN STORES INC
249,404$93.7B1.63%
10
NXSTNEXSTAR MEDIA GROUP INC COMMON
547,728$90.6B1.58%
11
1939900DBROOKFIELD INFRASTRUCTURE CORP
2,081,877$90.4B1.57%
12
VMIVALMONT INDS INC
307,338$89.1B1.55%
13
HOMBHOME BANCSHARES INC
3,240,644$87.8B1.53%
14
OLEDUNIVERSAL DISPLAY CORP
410,904$86.2B1.50%
15
TTEKTETRA TECH INC NEW
1,824,250$86.0B1.50%
16
ALAIR LEASE CORP CL A
1,830,994$82.9B1.44%
17
BCBRUNSWICK CORP
949,094$79.6B1.38%
18
CHECHEMED CORP NEW
129,789$78.0B1.36%
19
PWIPOWER INTEGRATIONS INC
1,207,121$77.4B1.35%
20
BWXTBWX TECHNOLOGIES INC
711,773$77.4B1.35%
21
TRNOTERRENO RLTY CORP
1,129,443$75.5B1.31%
22
NOGNORTHERN OIL & GAS INC
2,096,714$74.2B1.29%
23
CPKCHESAPEAKE UTILS CORP
592,471$73.6B1.28%
24
LSTRLANDSTAR SYS INC
388,142$73.3B1.28%
25
HXLHEXCEL CORP NEW
1,161,415$71.8B1.25%
26
UFPIUFP INDUSTRIES INC
546,197$71.7B1.25%
27
TNLTRAVEL PLUS LEISURE CO
1,553,470$71.6B1.25%
28
CGNXCOGNEX CORP
1,767,426$71.6B1.24%
29
CBTCABOT CORP
626,253$70.0B1.22%
30
LFUSLITTELFUSE INC
261,134$69.3B1.20%
31
KLICKULICKE & SOFFA INDS INC
1,469,516$66.3B1.15%
32
UNFUNIFIRST CORP MASS
332,187$66.0B1.15%
33
KWRQUAKER HOUGHTON
388,719$65.5B1.14%
34
PRGOPERRIGO CO PLC
2,482,544$65.1B1.13%
35
USPHU S PHYSICAL THERAPY
766,641$64.9B1.13%
36
FSVFIRSTSERVICE CORP NEW SUB VTG
353,337$64.5B1.12%
37
STSENSATA TECHNOLOGIES HLDG PLC
1,788,320$64.1B1.12%
38
ALSNALLISON TRANSMISSION HLDGS INC
636,205$61.1B1.06%
39
OGM1COGENT COMMUNICATIONS HLDGS IN
759,279$57.6B1.00%
40
SSTKSHUTTERSTOCK INC
1,600,204$56.6B0.98%
41
EXPIEXP WORLD HLDGS INC
4,011,378$56.5B0.98%
42
CHRDCHORD ENERGY CORPORATION COM N
433,749$56.5B0.98%
43
RSRELIANCE INC
195,141$56.4B0.98%
44
AGMFEDERAL AGRIC MTG CORP CL C
290,527$54.4B0.95%
45
UMHUMH PPTYS INC
2,761,116$54.3B0.94%
46
STESTERIS PLC SHS USD
223,570$54.2B0.94%
47
UTZUTZ BRANDS INC COM CL A
3,058,049$54.1B0.94%
48
CIVICIVITAS RESOURCES INC COM NEW
1,026,480$52.0B0.90%
49
SCVLSHOE CARNIVAL INC
1,175,163$51.5B0.90%
50
CNXCCONCENTRIX CORP
1,003,375$51.4B0.89%
51
POOLPOOL CORP
134,633$50.7B0.88%
52
CRAICRA INTL INC
280,211$49.1B0.85%
53
LKFNLAKELAND FINL CORP
745,939$48.6B0.84%
54
SNDRSCHNEIDER NATIONAL INC CL B
1,584,178$45.2B0.79%
55
MTRNMATERION CORP
403,953$45.2B0.79%
56
BAHBOOZ ALLEN HAMILTON HLDG CORP
271,991$44.3B0.77%
57
PSMTPRICESMART INC
481,182$44.2B0.77%
58
NSSCNAPCO SEC TECHNOLOGIES INC
1,038,128$42.0B0.73%
59
NSPINSPERITY INC
471,017$41.4B0.72%
60
AESIATLAS ENERGY SOLUTIONS INC COM
1,884,032$41.1B0.71%
61
NXRTNEXPOINT RESIDENTIAL TR INC
901,686$39.7B0.69%
62
RHPRYMAN HOSPITALITY PPTYS INC
343,503$36.8B0.64%
63
GFLGFL ENVIRONMENTAL INC SUB VTG
921,377$36.7B0.64%
64
CHRCHURCHILL DOWNS INC
268,725$36.3B0.63%
65
CSLCARLISLE COS INC
79,660$35.8B0.62%
66
WCCWESCO INTL INC
212,985$35.8B0.62%
67
BRBROADRIDGE FINL SOLUTIONS INC
163,475$35.2B0.61%
68
AVGOBROADCOM INC
202,015$34.8B0.61%
69
DKSDICKS SPORTING GOODS INC
166,973$34.8B0.61%
70
BSYBENTLEY SYS INC COM CL B
683,962$34.8B0.60%
71
TRUTRANSUNION
331,355$34.7B0.60%
72
DPZDOMINOS PIZZA INC
79,625$34.3B0.60%
73
MORNMORNINGSTAR INC
107,032$34.2B0.59%
74
PBPROSPERITY BANCSHARES INC
472,895$34.1B0.59%
75
ROFKFORCE INC
539,205$33.1B0.58%
76
NDSNNORDSON CORP
125,968$33.1B0.58%
77
JKHYHENRY JACK & ASSOC INC
181,361$32.0B0.56%
78
WHWYNDHAM HOTELS & RESORTS INC
409,324$32.0B0.56%
79
DGXQUEST DIAGNOSTICS INC
202,632$31.5B0.55%
80
CUBECUBESMART
581,158$31.3B0.54%
81
FDSFACTSET RESH SYS INC
67,287$30.9B0.54%
82
MSFTMICROSOFT CORP
65,129$28.0B0.49%
83
APY1EURCHAMPIONX CORPORATION
883,066$26.6B0.46%
84
AAPLAPPLE INC
112,983$26.3B0.46%
85
MTDRMATADOR RES CO
523,621$25.9B0.45%
86
MSIMOTOROLA SOLUTIONS INC
56,257$25.3B0.44%
87
UNHUNITEDHEALTH GROUP INC
42,826$25.0B0.44%
88
WINAWINMARK CORP
63,630$24.4B0.42%
89
WCNWASTE CONNECTIONS INC
128,716$23.0B0.40%
90
VVISA INC COM CL A
82,725$22.7B0.40%
91
HIIHUNTINGTON INGALLS INDS INC
85,226$22.5B0.39%
92
LLYELI LILLY & CO
25,369$22.5B0.39%
93
IRMDIRADIMED CORP
422,425$21.2B0.37%
94
DWDMORGAN STANLEY COM NEW
198,086$20.6B0.36%
95
A4SAMERIPRISE FINL INC
42,925$20.2B0.35%
96
IPARINTER PARFUMS INC
150,631$19.5B0.34%
97
ZTSZOETIS INC CL A
95,810$18.7B0.33%
98
SHWSHERWIN WILLIAMS CO
48,678$18.6B0.32%
99
MSCIMSCI INC
30,898$18.0B0.31%
100
INTUINTUIT
28,577$17.7B0.31%
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