Fund HoldingsCopeland Capital Management, LLC

Total Portfolio Value
$5.34B
Total Bought
$600.97M
Total Sold
$409.68M
Net Transaction
+$191.29M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SENSATA TECHNOLOGIES HOLDING
SHS
01,468,896+1,468,896054,9221.03%+54,922
FIRSTSERVICE CORP0242,407+242,407036,9350.69%+36,935
BENTLEY SYSTEMS INCORPORATED(BSY)0424,970+424,970020,9770.39%+20,977
UNIVERSAL DISPLAY(OLED)0454,429+454,429095,5441.79%+95,544
NAPCO SECURITY TECHNOLOGIES(NSSC)161,039497,692+336,6536,46725,8550.48%+19,388
CHAMPIONX CORP304,409877,986+573,57710,92529,1580.55%+18,233
PRICESMART INC(PSMT)192,930405,286+212,35616,20632,9090.62%+16,703
MARRIOTT INTERNATIONAL(MAR)067,465+67,465016,3110.31%+16,311
ATLAS ENERGY SOLUTIONS INC(AESI)682,1721,572,804+890,63215,43131,3460.59%+15,915
VALMONT INDUSTRIES(VMI)303,135304,469+1,33469,20083,5621.56%+14,362
WYNDHAM HOTELS & RESORTS INC(WH)0175,570+175,570012,9920.24%+12,992
ISHARES RUSSELL MIDCAP INDEX0138,235+138,235011,2080.21%+11,208
WINMARK CORP(WINA)31,62663,468+31,84211,43922,3810.42%+10,942
HAMILTON LANE(HLNE)0856,291+856,2910105,8201.98%+105,820
TETRA TECH INC(TTEK)467,800468,899+1,09986,40795,8811.79%+9,473
SALESFORCE.COM(CRM)036,115+36,11509,2850.17%+9,285
LEMAITRE VASCULAR INC(LMAT)1,290,8931,152,074-138,81985,66494,7931.77%+9,129
RYMAN HOSPITALITY PPTYS INC(RHP)125,175236,234+111,05914,47223,5900.44%+9,119
SCHNEIDER NATL INC(SNDR)1,294,3851,579,720+285,33529,30538,1660.71%+8,861
LANDSTAR SYSTEM INC(LSTR)325,675384,512+58,83762,77770,9351.33%+8,158
COGNEX CORP(CGNX)1,595,8991,604,461+8,56267,69875,0251.40%+7,327
NEXPOINT RESIDENTIAL(NXRT)0900,723+900,723035,5880.67%+35,588
ENCOMPASS HEALTH(EHC)1,257,3221,272,117+14,795103,830109,1352.04%+5,305
APPLE INC(AAPL)0117,344+117,344024,7150.46%+24,715
CHURCHILL DOWNS(CHDN)0264,111+264,111036,8700.69%+36,870
UMH PROPERTIES(UMH)2,421,9072,752,170+330,26339,33244,0070.82%+4,675
CONCENTRIX CORP(CNXC)874,972985,722+110,75057,94162,3771.17%+4,436
HEXCEL CORP(HXL)827,2741,032,080+204,80660,26764,4531.21%+4,186
GFL ENVIRONMENTAL(GFL)896,708901,702+4,99430,93635,1030.66%+4,167
LILLY ELI & CO(LLY)25,47726,363+88619,82023,8690.45%+4,049
LITTELFUSE INC(LFUS)0259,138+259,138066,2331.24%+66,233
EXP WORLD HOLDING03,916,885+3,916,885044,2020.83%+44,202
COSTCO WHOLESALE(COST)22,74122,976+23516,66119,5290.37%+2,869
MICROSOFT CORP(MSFT)65,34467,729+2,38527,49230,2710.57%+2,780
MONOLITHIC POWER SYS INC(MPWR)15,87016,361+49110,75113,4430.25%+2,693
MOTOROLA SOLUTIONS INC(MSI)56,58758,557+1,97020,08722,6060.42%+2,518
TRANSUNION(TRU)339,132393,116+53,98427,06329,1540.55%+2,091
NEXTERA ENERGY(NEE)204,369211,114+6,74513,06114,9490.28%+1,888
BROADCOM INC(AVGO)24,21321,118-3,09532,09233,9050.63%+1,814
DOMINO'S PIZZA INC(DPZ)78,19378,407+21438,85340,4840.76%+1,631
BOOZ ALLEN HAMILTON HOLDINGS266,148267,029+88139,50741,0960.77%+1,589
UNITEDHEALTH GROUP INC(UNH)43,00944,565+1,55621,27722,6950.42%+1,419
JPMORGAN CHASE & CO(JPM)37,69044,042+6,3527,5498,9080.17%+1,359
MORGAN STANLEY COM NEW(MS)198,591206,102+7,51118,69920,0310.37%+1,332
WASTE CONNECTIONS INC(WCN)129,467134,134+4,66722,27023,5220.44%+1,252
CHENIERE ENERGY(LNG)64,00166,163+2,16210,32211,5670.22%+1,245
ZOETIS INC(ZTS)94,87299,586+4,71416,05317,2640.32%+1,211
CARLISLE COS INC(CSL)107,236106,584-65242,02143,1890.81%+1,169
QUEST DIAGNOSTICS(DGX)0198,767+198,767027,2070.51%+27,207
BROOKFIELD ASSET MANAGEMENT IN(BAM)027,122+27,12201,0320.02%+1,032
INTUIT INC(INTU)28,73329,735+1,00218,67619,5420.37%+866
DIAMONDBACK ENERGY(FANG)104,176107,168+2,99220,64521,4540.40%+809
ISHARES TR RUSSELL 2000 INDX03,136+3,13606360.01%+636
VANGUARD MID-CAP ETF02,584+2,58406260.01%+626
ROSS STORES INC(ROST)110,045114,941+4,89616,15016,7030.31%+553
WARPAINT LONDON PLC063,987+63,98704970.01%+497
AMERIPRISE FINANCIAL INC(AMP)43,08944,624+1,53518,89219,0630.36%+171
IRADIMED CORP(IRMD)418,149420,992+2,84318,39418,4980.35%+104
OTIS WORLDWIDE(OTIS)168,831174,945+6,11416,76016,8400.32%+80
AMERICAN WATER WORKS CO INC9,2609,340+801,1321,2060.02%+75
AMPHENOL CORP CLASS A021,998+21,99801,4820.03%+1,482
CUBESMART(CUBE)567,597569,637+2,04025,66725,7300.48%+64
CABOT CORP(CBT)477,829480,074+2,24544,05644,1140.83%+58
HUMANA INC(HUM)0635+63502370.00%+237
BADGER METER INC000000
AIR PRODUCTS & CHEMICALS INC000000
MSC INDUSTRIAL DIRECT CO-A(MSM)000000
CHURCH & DWIGHT(CHD)02,533+2,53302630.00%+263
CRESCENT POINT ENERGY CORP000000
TERNA SPA-UNSPONSORED ADR000000
SIKA AG-BR-ADR000000
ROCHE HOLDINGS LTD-SPONS ADR000000
FORTIS INC(FTS)000000
CRODA INTERNATIONAL PLC ADR000000
SIRIUS XM HOLDINGS(SIRI)000000
MTU AERO ENGINES000000
ASSA ABLOY AB - UNSP ADR000000
UNILEVER PLC(UL)000000
MURATA MANUFACTURING CO LTD UN000000
TORO CO000000
BAE SYSTEMS PLC-SPON ADR(BAESF)000000
DNB ASA-SPONSOR ADR000000
WOLTERS KLUWER NV-SPONS ADR(WOLTF)000000
TRACTOR SUPPLY COMPANY(TSCO)04,774+4,77401,2890.02%+1,289
NESTLE000000
ASML HOLDINGS NV-NY REG SHS
N Y REGISTRY SHS
000000
SVENSKA HANDELSB-A-UNSP ADR000000
BRENNTAG SE-UNSP ADR000000
MID-AMERICA APARTMENT COMM(MAA)000000
TORONTO DOMINION BANK F(TD)000000
DBS GROUP HOLDINGS - SPON ADR000000
COMCAST CORP(CCZ)000000
LONZA GROUP AG - UNSPONS ADR000000
RENTOKIL INITIAL PLC - SP ADR(RTO)000000
IBERDROLA SA-SPONSORED ADR000000
DIAGEO PLC ADR(DEO)000000
THALES SA - UNSPON ADR000000
THERMO FISHER SCIENTIFIC INC(TMO)000000
PAYCHEX INC(PAYX)000000
SHIN-ETSU CHEM-UNSPON ADR(SHECF)000000
Page 1 of 1