Copeland Capital Management, LLC Q3 2024 Filing

Filed October 21, 2024

Portfolio Value

$5.7B

Holdings

279

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (279 positions)

#StockSharesValue% PortfolioType
1
HLNEHAMILTON LANE INC CL A
863,397$145.4B2528.68%
2
ENSGENSIGN GROUP INC
936,535$134.7B2342.66%
3
EHCENCOMPASS HEALTH CORP
1,284,550$124.1B2159.11%
4
LMATLEMAITRE VASCULAR INC
1,163,392$108.1B1879.59%
5
KNSLKINSALE CAP GROUP INC
231,303$107.7B1872.98%
6
CNSCOHEN & STEERS INC
1,091,097$104.7B1820.86%
7
SXISTANDEX INTL CORP
556,244$101.7B1768.32%
8
WINGWINGSTOP INC
230,510$95.9B1668.15%
9
CASYCASEYS GEN STORES INC
249,404$93.7B1629.76%
10
NXSTNEXSTAR MEDIA GROUP INC COMMON
547,728$90.6B1575.20%
11
1939900DBROOKFIELD INFRASTRUCTURE CORP
2,081,877$90.4B1572.58%
12
VMIVALMONT INDS INC
307,338$89.1B1549.91%
13
HOMBHOME BANCSHARES INC
3,240,644$87.8B1526.89%
14
OLEDUNIVERSAL DISPLAY CORP
410,904$86.2B1500.10%
15
TTEKTETRA TECH INC NEW
1,824,250$86.0B1496.32%
16
ALAIR LEASE CORP CL A
1,830,994$82.9B1442.30%
17
BCBRUNSWICK CORP
949,094$79.6B1383.64%
18
CHECHEMED CORP NEW
129,789$78.0B1356.62%
19
PWIPOWER INTEGRATIONS INC
1,207,121$77.4B1346.21%
20
BWXTBWX TECHNOLOGIES INC
711,773$77.4B1345.67%
21
TRNOTERRENO RLTY CORP
1,129,443$75.5B1312.81%
22
NOGNORTHERN OIL & GAS INC
2,096,714$74.2B1291.31%
23
CPKCHESAPEAKE UTILS CORP
592,471$73.6B1279.53%
24
LSTRLANDSTAR SYS INC
388,142$73.3B1275.03%
25
HXLHEXCEL CORP NEW
1,161,415$71.8B1248.97%
26
UFPIUFP INDUSTRIES INC
546,197$71.7B1246.47%
27
TNLTRAVEL PLUS LEISURE CO
1,553,470$71.6B1245.04%
28
CGNXCOGNEX CORP
1,767,426$71.6B1244.98%
29
CBTCABOT CORP
626,253$70.0B1217.43%
30
LFUSLITTELFUSE INC
261,134$69.3B1204.72%
31
KLICKULICKE & SOFFA INDS INC
1,469,516$66.3B1153.47%
32
UNFUNIFIRST CORP MASS
332,187$66.0B1147.73%
33
KWRQUAKER HOUGHTON
388,719$65.5B1139.14%
34
PRGOPERRIGO CO PLC
2,482,544$65.1B1132.56%
35
USPHU S PHYSICAL THERAPY
766,641$64.9B1128.45%
36
FSVFIRSTSERVICE CORP NEW SUB VTG
353,337$64.5B1121.31%
37
STSENSATA TECHNOLOGIES HLDG PLC
1,788,320$64.1B1115.38%
38
ALSNALLISON TRANSMISSION HLDGS INC
636,205$61.1B1063.04%
39
OGM1COGENT COMMUNICATIONS HLDGS IN
759,279$57.6B1002.59%
40
SSTKSHUTTERSTOCK INC
1,600,204$56.6B984.41%
41
EXPIEXP WORLD HLDGS INC
4,011,378$56.5B983.04%
42
CHRDCHORD ENERGY CORPORATION COM N
433,749$56.5B982.46%
43
RSRELIANCE INC
195,141$56.4B981.59%
44
AGMFEDERAL AGRIC MTG CORP CL C
290,527$54.4B946.99%
45
UMHUMH PPTYS INC
2,761,116$54.3B944.62%
46
STESTERIS PLC SHS USD
223,570$54.2B943.11%
47
UTZUTZ BRANDS INC COM CL A
3,058,049$54.1B941.42%
48
CIVICIVITAS RESOURCES INC COM NEW
1,026,480$52.0B904.63%
49
SCVLSHOE CARNIVAL INC
1,175,163$51.5B896.26%
50
CNXCCONCENTRIX CORP
1,003,375$51.4B894.38%
51
POOLPOOL CORP
134,633$50.7B882.32%
52
CRAICRA INTL INC
280,211$49.1B854.44%
53
LKFNLAKELAND FINL CORP
745,939$48.6B844.86%
54
SNDRSCHNEIDER NATIONAL INC CL B
1,584,178$45.2B786.37%
55
MTRNMATERION CORP
403,953$45.2B785.91%
56
BAHBOOZ ALLEN HAMILTON HLDG CORP
271,991$44.3B769.96%
57
PSMTPRICESMART INC
481,182$44.2B768.11%
58
NSSCNAPCO SEC TECHNOLOGIES INC
1,038,128$42.0B730.54%
59
NSPINSPERITY INC
471,017$41.4B720.92%
60
AESIATLAS ENERGY SOLUTIONS INC COM
1,884,032$41.1B714.35%
61
NXRTNEXPOINT RESIDENTIAL TR INC
901,686$39.7B690.20%
62
RHPRYMAN HOSPITALITY PPTYS INC
343,503$36.8B640.70%
63
GFLGFL ENVIRONMENTAL INC SUB VTG
921,377$36.7B639.09%
64
CHRCHURCHILL DOWNS INC
268,725$36.3B631.95%
65
CSLCARLISLE COS INC
79,660$35.8B623.13%
66
WCCWESCO INTL INC
212,985$35.8B622.26%
67
BRBROADRIDGE FINL SOLUTIONS INC
163,475$35.2B611.39%
68
AVGOBROADCOM INC
202,015$34.8B606.09%
69
DKSDICKS SPORTING GOODS INC
166,973$34.8B606.09%
70
BSYBENTLEY SYS INC COM CL B
683,962$34.8B604.43%
71
TRUTRANSUNION
331,355$34.7B603.40%
72
DPZDOMINOS PIZZA INC
79,625$34.3B595.70%
73
MORNMORNINGSTAR INC
107,032$34.2B594.07%
74
PBPROSPERITY BANCSHARES INC
472,895$34.1B592.77%
75
ROFKFORCE INC
539,205$33.1B576.29%
76
NDSNNORDSON CORP
125,968$33.1B575.40%
77
JKHYHENRY JACK & ASSOC INC
181,361$32.0B556.87%
78
WHWYNDHAM HOTELS & RESORTS INC
409,324$32.0B556.30%
79
DGXQUEST DIAGNOSTICS INC
202,632$31.5B547.15%
80
CUBECUBESMART
581,158$31.3B544.11%
81
FDSFACTSET RESH SYS INC
67,287$30.9B538.16%
82
MSFTMICROSOFT CORP
65,129$28.0B487.43%
83
APY1EURCHAMPIONX CORPORATION
883,066$26.6B463.07%
84
AAPLAPPLE INC
112,983$26.3B457.86%
85
MTDRMATADOR RES CO
523,621$25.9B450.08%
86
MSIMOTOROLA SOLUTIONS INC
56,257$25.3B439.94%
87
UNHUNITEDHEALTH GROUP INC
42,826$25.0B435.50%
88
WINAWINMARK CORP
63,630$24.4B423.79%
89
WCNWASTE CONNECTIONS INC
128,716$23.0B400.33%
90
VVISA INC COM CL A
82,725$22.7B395.60%
91
HIIHUNTINGTON INGALLS INDS INC
85,226$22.5B391.90%
92
LLYELI LILLY & CO
25,369$22.5B390.91%
93
IRMDIRADIMED CORP
422,425$21.2B369.49%
94
DWDMORGAN STANLEY COM NEW
198,086$20.6B359.13%
95
A4SAMERIPRISE FINL INC
42,925$20.2B350.75%
96
IPARINTER PARFUMS INC
150,631$19.5B339.22%
97
ZTSZOETIS INC CL A
95,810$18.7B325.58%
98
SHWSHERWIN WILLIAMS CO
48,678$18.6B323.14%
99
MSCIMSCI INC
30,898$18.0B313.27%
100
INTUINTUIT
28,577$17.7B308.66%
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