Fund HoldingsCopeland Capital Management, LLC

Total Portfolio Value
$5.50B
Total Bought
$829.69M
Total Sold
$302.16M
Net Transaction
+$527.53M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
HEXCEL CORP(HXL)0827,274+827,274060,2671.10%+60,267
KINSALE CAPITAL GROUP INC(KNSL)0227,783+227,7830119,5272.17%+119,527
COGNEX CORP(CGNX)01,595,899+1,595,899067,6981.23%+67,698
WESCO INTERNATIONAL INC(WCC)0199,013+199,013034,0870.62%+34,087
AIR LEASE CORP
CL A
1,642,8511,811,496+168,64568,90193,1831.69%+24,282
ENCOMPASS HEALTH(EHC)01,257,322+1,257,3220103,8301.89%+103,830
CASEY'S GENERAL STORES INC(CASY)0334,281+334,2810106,4521.93%+106,452
ALLISON TRANSMISSION HOLDING(ALSN)01,002,779+1,002,779081,3861.48%+81,386
STEVANATO GROUP SPA
ORD SHS
2,088,7782,402,115+313,33757,00377,1081.40%+20,105
CRA INTERNATIONAL INC(CRAI)0372,247+372,247055,6811.01%+55,681
IRADIMED CORP(IRMD)0418,149+418,149018,3940.33%+18,394
CONCENTRIX CORP(CNXC)410,745874,972+464,22740,33957,9411.05%+17,601
U.S. PHYSICAL THERAPY INC(USPH)0770,221+770,221086,9351.58%+86,935
TRAVEL & LEISURE CO(TNL)1,477,0161,534,380+57,36457,73775,1231.37%+17,387
SCHNEIDER NATL INC(SNDR)493,0091,294,385+801,37612,54729,3050.53%+16,758
PRICESMART INC(PSMT)0192,930+192,930016,2060.29%+16,206
ATLAS ENERGY SOLUTIONS INC(AESI)0682,172+682,172015,4310.28%+15,431
STANDEX INTL CORP(SXI)536,381550,404+14,02384,952100,2951.82%+15,343
ENSIGN GROUP(ENSG)1,009,9011,031,288+21,387113,321128,3132.33%+14,992
RYMAN HOSPITALITY PPTYS INC(RHP)0125,175+125,175014,4720.26%+14,472
LEMAITRE VASCULAR INC(LMAT)1,259,9611,290,893+30,93271,51585,6641.56%+14,148
RELIANCE INC(RS)182,791191,381+8,59051,12363,9561.16%+12,833
WINMARK CORP(WINA)031,626+31,626011,4390.21%+11,439
DICKS SPORTING GOODS INC(DKS)226,299198,656-27,64333,25544,6700.81%+11,415
CHAMPIONX CORP0304,409+304,409010,9250.20%+10,925
SHOE CARNIVAL INC1,476,7331,498,141+21,40844,61254,8921.00%+10,280
TETRA TECH INC(TTEK)457,604467,800+10,19676,38886,4071.57%+10,020
CARLISLE COS INC(CSL)104,111107,236+3,12532,52742,0210.76%+9,493
CIVITAS RESOURCES INC01,037,258+1,037,258078,7381.43%+78,738
CHEMED CORP(CHE)125,375128,105+2,73073,31382,2341.49%+8,921
UTZ BRANDS INC(UTZ)2,952,3373,033,925+81,58847,94655,9461.02%+8,000
NORTHERN OIL AND GAS INC(NOG)02,217,989+2,217,989088,0101.60%+88,010
DOMINO'S PIZZA INC(DPZ)75,51178,193+2,68231,12838,8530.71%+7,725
JPMORGAN CHASE(JPM)037,690+37,69007,5490.14%+7,549
BROADCOM INC(AVGO)22,54024,213+1,67325,16132,0920.58%+6,931
CHORD ENERGY CORP(CHRD)0431,916+431,916076,9851.40%+76,985
NAPCO SECURITY TECHNOLOGIES(NSSC)0161,039+161,03906,4670.12%+6,467
MATADOR RESOURCES CO(MTDR)0524,269+524,269035,0050.64%+35,005
TERRENO REALTY CORP(TRNO)1,078,9871,113,893+34,90667,62073,9621.34%+6,342
WINGSTOP INC(WING)358,580268,075-90,50592,00498,2231.79%+6,218
LILLY ELI & CO(LLY)23,57725,477+1,90013,74419,8200.36%+6,077
BWX TECHNOLOGIES(BWXT)0798,568+798,568081,9491.49%+81,949
DIAMONDBACK ENERGY(FANG)96,205104,176+7,97114,92020,6450.38%+5,725
MORGAN STANLEY(MS)141,136198,591+57,45513,16118,6990.34%+5,538
PROSPERITY BANCSHARES INC(PB)359,598454,106+94,50824,35629,8710.54%+5,516
MICROSOFT CORP(MSFT)60,47365,344+4,87122,74027,4920.50%+4,751
AMERIPRISE FINANCIAL INC(AMP)37,28543,089+5,80414,16218,8920.34%+4,730
CABOT CORP(CBT)471,702477,829+6,12739,38744,0560.80%+4,669
POOL CORP(POOL)102,619112,427+9,80840,91545,3640.82%+4,449
WASTE CONNECTIONS INC(WCN)119,709129,467+9,75817,86922,2700.40%+4,401
POWER INTEGRATIONS INC(POWI)806,905987,372+180,46766,25570,6461.28%+4,391
BROOKFIELD INFRASTRUCTURE-A(BIPC)1,986,6872,065,231+78,54470,09074,4311.35%+4,341
MSCI INC(MSCI)23,03030,960+7,93013,02717,3510.32%+4,325
TRANSUNION(TRU)0339,132+339,132027,0630.49%+27,063
MOTOROLA SOLUTIONS INC(MSI)52,34156,587+4,24616,38720,0870.37%+3,700
STERIS PLC(STE)0220,232+220,232049,5130.90%+49,513
MORNINGSTAR INC(MORN)100,331104,693+4,36228,71932,2840.59%+3,565
UMH PROPERTIES(UMH)2,335,4292,421,907+86,47835,77939,3320.71%+3,553
HUNTINGTON INGALLS INDUSTRIE(HII)80,58783,344+2,75720,92424,2920.44%+3,369
VISA INC(V)76,69983,054+6,35519,96923,1790.42%+3,210
COHEN & STEERS INC(CNS)1,048,4111,074,209+25,79879,39682,5961.50%+3,200
CDW CORP/DE(CDW)61,80366,617+4,81414,04917,0390.31%+2,990
JACK HENRY & ASSOCIATES INC(JKHY)171,324177,561+6,23727,99630,8480.56%+2,852
OTIS WORLDWIDE(OTIS)156,117168,831+12,71413,96816,7600.30%+2,792
CONSTELLATION BRANDS INC-A(STZ)057,027+57,027015,4980.28%+15,498
COSTCO WHOLESALE(COST)022,741+22,741016,6610.30%+16,661
AUTO DATA PROCESSING054,710+54,710013,6630.25%+13,663
PERRIGO COMPANY(PRGO)02,041,604+2,041,604065,7191.19%+65,719
HOME DEPOT INC(HD)37,00539,928+2,92312,82415,3160.28%+2,492
CHESAPEAKE UTILITIES CORP(CPK)521,899536,856+14,95755,12857,6051.05%+2,476
ZOETIS INC(ZTS)69,03994,872+25,83313,62616,0530.29%+2,427
NORDSON CORP COM(NDSN)117,818122,143+4,32531,12333,5330.61%+2,410
FEDERAL AGRIC MTG CORP-CL C(AGM)284,953288,766+3,81354,48956,8521.03%+2,363
KFORCE INC(KFRC)527,474534,835+7,36135,63637,7170.69%+2,080
ROSS STORES INC(ROST)101,871110,045+8,17414,09816,1500.29%+2,052
INTUIT INC(INTU)26,62628,733+2,10716,64218,6760.34%+2,034
OLD DOMINION FREIGHT LINE(ODFL)25,13455,038+29,90410,18812,0700.22%+1,883
NEXTERA ENERGY(NEE)184,922204,369+19,44711,23213,0610.24%+1,829
ISHARES RUSSELL MIDCAP INDEX86,602101,081+14,4796,7328,5000.15%+1,768
LAKELAND FINANCIAL CORP(LKFN)728,974740,353+11,37947,50049,1000.89%+1,600
MATERION CORP(MTRN)450,390456,736+6,34658,60960,1751.09%+1,566
BRUNSWICK CORP(BC)831,151849,080+17,92980,41481,9531.49%+1,539
EQUINIX INC(EQIX)16,57017,948+1,37813,34514,8130.27%+1,468
GFL ENVIRONMENTAL(GFL)855,547896,708+41,16129,52530,9360.56%+1,411
MONOLITHIC POWER SYS INC(MPWR)14,92115,870+9499,41210,7510.20%+1,339
BOOZ ALLEN HAMILTON HOLDINGS298,469266,148-32,32138,17739,5070.72%+1,330
BROADRIDGE FINANCIAL SOLUTIO(BR)185,140191,765+6,62538,09339,2850.71%+1,192
LANDSTAR SYSTEM INC(LSTR)318,217325,675+7,45861,62362,7771.14%+1,154
AMERICAN WATER WORKS CO INC09,260+9,26001,1320.02%+1,132
NASDAQ OMX GROUP(NDAQ)2,25918,416+16,1571311,1620.02%+1,031
SCHLUMBERGER(SLB)018,346+18,34601,0060.02%+1,006
CORTEVA INC(CTVA)017,290+17,29009970.02%+997
ACCENTURE PLC
SHS CLASS A
33,07335,395+2,32211,60612,2680.22%+663
STARBUCKS CORP(SBUX)136,582148,246+11,66413,11313,5480.25%+435
UNITEDHEALTH GROUP INC(UNH)39,82243,009+3,18720,96521,2770.39%+312
CHENIERE ENERGY(LNG)59,08364,001+4,91810,08610,3220.19%+236
VALMONT INDUSTRIES(VMI)295,350303,135+7,78568,96769,2001.26%+233
CUBESMART(CUBE)548,773567,597+18,82425,43625,6670.47%+231
HUNT (JB) TRANSPRT SVCS INC(JBHT)05,626+5,62601,1210.02%+1,121
UFP PACKAGING(UFPI)525,416537,937+12,52165,96666,1721.20%+206
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