Copeland Capital Management, LLC Q4 2019 Filing

Filed February 3, 2020

Portfolio Value

$2.1B

Holdings

152

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (152 positions)

StockValue
CHECHEMED CORP
$48.0M
CABOCABLE ONE INC
$47.8M
POOLPOOL CORP
$45.2M
TTEKTETRA TECH INC NEW COM
$45.2M
AQN.TOALGONQUIN POWER AND UTILITIES
$44.3M
BWXTBWX TECHNOLOGIES
$43.1M
SUXSYNNEX CORPORATION
$42.9M
EHCENCOMPASS HEALTH CORPORATION
$40.9M
MSMMSC INDL DIRECT INC CL A
$40.5M
LOGMEURLOGMEIN INC
$40.2M
BMIBADGER METER INC.
$39.6M
ENSGTHE ENSIGN GROUP INC
$39.3M
CNSCOHEN & STEERS INC
$38.3M
MNROMONRO MUFFLER BRAKE INC
$37.5M
PWIPOWER INTEGRATIONS INC
$36.6M
OZKBANK OZK
$36.3M
JJSFJ AND J SNACK FOODS
$36.3M
CABOT MICROELECTRONICS CORPORA
$36.1M
CVGWCALAVO GROWERS INC
$35.5M
BLMNBLOOMIN BRANDS INC
$34.8M
LFUSLITTELFUSE INC
$34.6M
AWRAMERICAN STATES WATER COMPANY
$34.3M
RHPRYMAN HOSPITALITY PPTYS INC
$33.7M
CASYCASEY'S GENERAL STORES
$32.9M
KWKENNEDY-WILSON HOLDINGS INC
$32.8M
COLDAMERICOLD REALTY TRUST
$32.6M
HOMBHOME BANCSHARES
$32.6M
KWRQUAKER CHEMICAL CORP
$32.2M
CANTEL MEDICAL CORP
$31.2M
RRYDER SYSTEMS INC
$31.1M
OGM1COGENT COMMUNICATIONS HOLDINGS
$29.9M
EVREVERCORE INC
$29.7M
DKDELEK US HOLDINGS INC
$29.4M
QTS REALTY TRUST INC CLASS A
$27.4M
AANUSDAARONS INC
$26.1M
USPHU.S. PHYSICAL THERAPY INC.
$25.4M
EXPOEXPONENT INC
$23.9M
MORNMORNINGSTAR INC
$23.6M
CORECORE-MARK HOLDING COMPANY
$23.5M
SXISTANDEX INTERNATIONAL CORPORAT
$22.9M
AGMFEDERAL AGRICULTURAL MORTGAGE
$22.9M
FIXCOMFORT SYSTEMS USA INC.
$21.9M
LKFNLAKELAND FINANCIAL CORPORATION
$21.4M
PARSLEY ENERGY INC
$21.2M
SMPSTANDARD MOTOR PRODUCTS
$20.6M
NEENAH INC.
$19.9M
LMATLEMAITRE VASCULAR INC
$19.8M
A3IAMERISAFE INC
$18.4M
BRBROADRIDGE FINANCIAL SOLUTIONS
$16.9M
AWCAMERICAN WATER WORKS COMPANY
$16.6M
FDSFACTSET RESEARCH SYSTEMS INC
$16.3M
MKTXMARKETAXESS HOLDINGS
$14.8M
HIIHUNTINGTON INGALLS INDUSTRIES
$14.3M
NXSTNEXSTAR MEDIA GROUP INC
$13.5M
CHDCHURCH AND DWIGHT
$13.2M
DGXQUEST DIAGNOSTICS
$12.8M
TTCTORO CO
$12.4M
OLEDUNIVERSAL DISPLAY CORPORATION
$12.2M
NDSNNORDSON CORP
$11.4M
RMERESMED INC
$11.2M
DPZDOMINO'S PIZZA INC
$11.2M
AREALEXANDRIA REAL ESTATE EQUITIE
$11.1M
HEIHEICO CORP
$10.9M
SCISERVICE CORP INTL
$10.8M
TSCOTRACTOR SUPPLY CO
$10.7M
STESTERIS CORP
$10.7M
UGIUGI CORP
$10.6M
MSCIMSCI INC
$10.6M
WHWYNDHAM HOTELS & RESORTS INC
$10.3M
CGNXCOGNEX CORPORATION
$10.0M
SNASNAP-ON INC
$9.9M
PBPROSPERITY BANCSHARES
$9.6M
MTNVAIL RESORTS INC
$9.6M
VVISA
$9.2M
AAPLAPPLE INC
$9.0M
COR1EURCORESITE REALTY CORPORATION
$8.9M
JKHYJACK HENRY AND ASSOCIATES INC
$8.6M
WCNWASTE CONNECTIONS INC
$8.3M
CMCSACOMCAST
$8.1M
CTRACABOT OIL AND GAS
$7.9M
LMTLOCKHEED MARTIN
$7.8M
UNPUNION PACIFIC
$7.5M
AVGOBROADCOM INC
$7.4M
MSIMOTOROLA SOLUTIONS INC
$6.9M
INTUINTUIT
$6.5M
MGPIMGP INGREDIENTS INC
$6.5M
PHILLIPS 66 PARTNERS LP
$6.2M
ROSTROSS STORES
$5.9M
AMTAMERICAN TOWER CORPORATION
$5.6M
IWMISHARES TR RUSSELL 2000 INDX
$5.4M
PSXPHILLIPS 66
$5.1M
UNHUNITEDHEALTH GROUP INC
$5.1M
MSFTMICROSOFT
$5.0M
SBUXSTARBUCKS
$4.7M
JPMJPMORGAN CHASE
$4.5M
OKEONEOK
$4.3M
DFSEURDISCOVER FINANCIAL
$4.3M
ECLECOLAB
$4.3M
HDHOME DEPOT
$4.3M
COSTCOSTCO WHOLESALE
$4.2M
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