Fund HoldingsCopeland Capital Management, LLC

Total Portfolio Value
$4.99B
Total Bought
$247.62M
Total Sold
$666.62M
Net Transaction
-$419.00M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ROYAL GOLD INC(RGLD)130137,990+137,8601722,5630.45%+22,546
NEW YORK TIMES CO CL A(NYT)0422,970+422,970020,9790.42%+20,979
CLEAR SECURE INC COM CL A(YOU)1,153,2931,976,459+823,16630,72451,2101.03%+20,486
CONCENTRIX CORP(CNXC)1,333,2061,373,432+40,22657,68876,4181.53%+18,730
WESCO INTL INC(WCC)209,501347,799+138,29837,91154,0131.08%+16,102
CENCORA INC62755,365+54,73814115,3960.31%+15,256
HEALTHSTREAM INC(HSTM)379,306763,690+384,38412,06224,5760.49%+12,514
META PLATFORMS INC CL A(META)020,091+20,091011,5800.23%+11,580
PRICESMART INC(PSMT)621,697782,353+160,65657,30268,7301.38%+11,428
CHEMED CORP NEW(CHE)151,623149,035-2,58880,33091,7051.84%+11,375
AMPHENOL CORP NEW CL A20,566160,143+139,5771,42810,5040.21%+9,075
ENCOMPASS HEALTH CORP(EHC)01,263,771+1,263,7710127,9952.56%+127,995
BOOZ ALLEN HAMILTON HLDG CORP0347,650+347,650036,3570.73%+36,357
PERRIGO CO PLC(PRGO)02,452,786+2,452,786068,7761.38%+68,776
ATLAS ENERGY SOLUTIONS INC COM(AESI)2,247,7743,203,592+955,81849,85657,1521.14%+7,296
INSPERITY INC(NSP)0468,992+468,992041,8480.84%+41,848
CASEYS GEN STORES INC(CASY)243,708238,066-5,64296,565103,3312.07%+6,766
STERIS PLC SHS USD(STE)0208,665+208,665047,2940.95%+47,294
CHAMPIONX CORPORATION0918,114+918,114027,3600.55%+27,360
TERRENO RLTY CORP(TRNO)01,198,319+1,198,319075,7581.52%+75,758
QUEST DIAGNOSTICS INC(DGX)0196,262+196,262033,2080.67%+33,208
RELIANCE INC(RS)0183,059+183,059052,8581.06%+52,858
CARLISLE COS INC(CSL)093,359+93,359031,7890.64%+31,789
DOMINOS PIZZA INC(DPZ)077,688+77,688035,6940.71%+35,694
CHESAPEAKE UTILS CORP(CPK)0581,330+581,330074,6601.50%+74,660
NVENT ELECTRIC PLC(NVT)394,500564,318+169,81826,88929,5820.59%+2,692
KINSALE CAP GROUP INC(KNSL)0222,240+222,2400108,1672.17%+108,167
WASTE CONNECTIONS INC(WCN)0108,785+108,785021,2340.43%+21,234
CINTAS CORP(CTAS)72,85575,205+2,35013,31115,4570.31%+2,146
HUNTINGTON INGALLS INDS INC(HII)081,592+81,592016,6480.33%+16,648
VISA INC COM CL A(V)069,820+69,820024,4690.49%+24,469
MSA SAFETY INC(MSA)180,332214,970+34,63829,89431,5340.63%+1,640
MONOLITHIC PWR SYS INC(MPWR)021,985+21,985012,7510.26%+12,751
HENRY JACK & ASSOC INC(JKHY)206,496203,613-2,88336,19937,1800.74%+981
ELI LILLY & CO(LLY)021,682+21,682017,9080.36%+17,908
VERTIV HOLDINGS CO COM CL A(VRT)1,4359,293+7,8581636710.01%+508
AUTOMATIC DATA PROCESSING INC046,181+46,181014,1100.28%+14,110
UNITEDHEALTH GROUP INC(UNH)036,118+36,118018,9170.38%+18,917
COMFORT SYS USA INC(FIX)0807+80702600.01%+260
UNIFIRST CORP MASS(UNF)0360,416+360,416062,7131.26%+62,713
COSTCO WHSL CORP NEW(COST)015,995+15,995015,1280.30%+15,128
GE AEROSPACE COM NEW(GE)01,146+1,14602290.00%+229
SCHLUMBERGER LTD COM STK(SLB)021,127+21,12708830.02%+883
AMERICAN WTR WKS CO INC NEW07,984+7,98401,1780.02%+1,178
TEXAS ROADHOUSE INC(TXRH)54875+821101460.00%+136
SHERWIN WILLIAMS CO(SHW)041,222+41,222014,3940.29%+14,394
BLUE OWL CAPITAL INC COM CL A(OBDC)4,4148,853+4,4391031770.00%+75
ONESPAN INC04,228+4,2280640.00%+64
WINNEBAGO INDS INC(WGO)01,862+1,8620640.00%+64
IDT CORP CL B NEW(IDT)01,116+1,1160570.00%+57
ESPEY MFG & ELECTRS CORP(ESP)02,046+2,0460560.00%+56
JPMORGAN CHASE & CO.(JPM)067,462+67,462016,5490.33%+16,549
PLUMAS BANCORP01,231+1,2310530.00%+53
COVENANT LOGISTICS GROUP INC C(CVLG)02,361+2,3610520.00%+52
KOPPERS HOLDINGS INC(KOP)01,762+1,7620490.00%+49
AMERICAN TOWER CORP NEW(AMT)01,438+1,43803130.01%+313
ABBVIE INC(ABBV)01,308+1,30802740.01%+274
EBAY INC.(EBAY)14,15713,528-6298779160.02%+39
JOHNSON & JOHNSON(JNJ)01,828+1,82803030.01%+303
EXXON MOBIL CORP03,125+3,12503720.01%+372
3M CO(MMM)01,500+1,50002200.00%+220
CASS INFORMATION SYS INC01,432+1,4320620.00%+62
ABBOTT LABS01,248+1,24801660.00%+166
PLYMOUTH INDL REIT INC03,509+3,5090570.00%+57
CORTEVA INC(CTVA)03,130+3,13001970.00%+197
EASTGROUP PPTYS INC(EGP)01,175+1,17502070.00%+207
TECHTRONIC INDS LTD SPONSORED0511+5110310.00%+31
TOWNSQUARE MEDIA INC CL A06,753+6,7530550.00%+55
AMGEN INC(AMGN)0400+40001250.00%+125
STEPAN CO(SCL)01,048+1,0480580.00%+58
OTIS WORLDWIDE CORP(OTIS)011,157+11,15701,1510.02%+1,151
NOVO-NORDISK A S ADR(NVO)0393+3930270.00%+27
CHURCH & DWIGHT CO INC(CHD)02,533+2,53302790.01%+279
ALLSTATE CORP(ALL)04,818+4,81809980.02%+998
MCDONALDS CORP(MCD)0416+41601300.00%+130
BANK FIRST CORP(BFC)90178+889180.00%+9
S&P GLOBAL INC(SPGI)017+17090.00%+9
EMERALD HOLDING INC11,82616,610+4,78457650.00%+8
INFORMATION SVCS GROUP INC9,91510,470+55533410.00%+8
ATN INTL INC01,912+1,9120390.00%+39
BOX, INC CLASS A(BOX)0235+235070.00%+7
MAGIC SOFTWARE ENTERPRISES LTD4,0584,285+22749560.00%+7
STEWART INFORMATION SVCS CORP(STC)0871+8710620.00%+62
CONNECTONE BANCORP INC(CNOB)02,251+2,2510550.00%+55
WHITESTONE REIT3,9134,127+21455600.00%+5
SOLVENTUM CORP COM SHS(SOLV)0374+3740280.00%+28
ROLLINS INC(ROL)0459+4590250.00%+25
BNP PARIBAS SPONSORED ADR079+79030.00%+3
AT&T INC(T)552554+213160.00%+3
AIR LIQUIDE ADR076+76030.00%+3
SCHNEIDER ELECTRIC SE UNSPONSO060+60030.00%+3
ROYAL BK CDA MONTREAL QUE(RY)023+23030.00%+3
TURNING PT BRANDS INC(TPB)0967+9670570.00%+57
TENCENT HOLDINGS LIMITED UNSPO0205+2050130.00%+13
PAPA JOHNS INTL INC0845+8450350.00%+35
PREFERRED BK LOS ANGELES CA CO(PFBC)688727+3959610.00%+1
CHUBB LIMITED
COM
054+540160.00%+16
NESTLE S A SPONSORED ADR040+40040.00%+4
INTERCONTINENTAL EXCHANGE INC(ICE)54540890.00%+1
SANDRIDGE ENERGY INC COM NEW03,140+3,1400360.00%+36
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