Fund HoldingsCopeland Capital Management, LLC

Total Portfolio Value
$4.86B
Total Bought
$301.08M
Total Sold
$699.01M
Net Transaction
-$397.93M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
PRIMERICA INC(PRI)0100,212+100,212027,4250.56%+27,425
LITTELFUSE INC(LFUS)0333,199+333,199075,5461.55%+75,546
WILLSCOT HLDGS CORP COM CL A(WSC)0874,035+874,035023,9490.49%+23,949
ESQUIRE FINL HLDGS INC(ESQ)0244,861+244,861023,1790.48%+23,179
WINGSTOP INC(WING)0242,682+242,682081,7211.68%+81,721
WESCO INTL INC(WCC)347,799402,907+55,10854,01374,6191.54%+20,605
CLEAR SECURE INC COM CL A(YOU)1,976,4592,474,330+497,87151,21068,6871.41%+17,477
SENSATA TECHNOLOGIES HLDG PLC
SHS
02,015,492+2,015,492060,6871.25%+60,687
UNIVERSAL DISPLAY CORP(OLED)0457,396+457,396070,6501.45%+70,650
BROADCOM INC(AVGO)0133,202+133,202036,7170.76%+36,717
NAPCO SEC TECHNOLOGIES INC(NSSC)01,585,684+1,585,684047,0790.97%+47,079
BWX TECHNOLOGIES INC(BWXT)0559,994+559,994080,6731.66%+80,673
CARETRUST REIT INC(CTRE)0380,588+380,588011,6460.24%+11,646
U S PHYSICAL THERAPY(USPH)0888,735+888,735069,4991.43%+69,499
KULICKE & SOFFA INDS INC(KLIC)01,645,508+1,645,508056,9351.17%+56,935
AIR LEASE CORP CL A
CL A
01,582,725+1,582,725092,5741.90%+92,574
PATRICK INDS INC(PATK)0410,343+410,343037,8620.78%+37,862
TETRA TECH INC NEW(TTEK)01,853,487+1,853,487066,6511.37%+66,651
WINMARK CORP(WINA)073,501+73,501027,7550.57%+27,755
BENTLEY SYS INC COM CL B(BSY)0603,527+603,527032,5720.67%+32,572
PRICESMART INC(PSMT)782,353725,844-56,50968,73076,2431.57%+7,513
NVENT ELECTRIC PLC(NVT)564,318505,035-59,28329,58236,9940.76%+7,412
BRUNSWICK CORP(BC)01,008,883+1,008,883055,7311.15%+55,731
ALPHABET INC CAP STK CL A(GOOG)038,803+38,80306,8380.14%+6,838
MICROSOFT CORP(MSFT)054,889+54,889027,3030.56%+27,303
NEW YORK TIMES CO CL A(NYT)422,970491,100+68,13020,97927,4920.57%+6,512
POWER INTEGRATIONS INC(POWI)01,190,737+1,190,737066,5621.37%+66,562
BROWN & BROWN INC(BRO)049,473+49,47305,4850.11%+5,485
AMPHENOL CORP NEW CL A160,143156,512-3,63110,50415,4560.32%+4,952
TAIWAN SEMICONDUCTOR MFG LTD S(TSM)077,330+77,330017,5150.36%+17,515
BROOKFIELD INFRASTRUCTURE CORP(BIPC)01,869,351+1,869,351077,7651.60%+77,765
MATERION CORP(MTRN)0465,746+465,746036,9660.76%+36,966
INTUIT(INTU)024,082+24,082018,9680.39%+18,968
ENSIGN GROUP INC(ENSG)0799,274+799,2740123,2962.54%+123,296
MORGAN STANLEY COM NEW(MS)0167,531+167,531023,5990.49%+23,599
META PLATFORMS INC CL A(META)20,09121,139+1,04811,58015,6030.32%+4,023
ROYAL GOLD INC(RGLD)137,990148,794+10,80422,56326,4620.54%+3,899
NORDSON CORP(NDSN)0130,642+130,642028,0060.58%+28,006
VALMONT INDS INC(VMI)0231,933+231,933075,7431.56%+75,743
MONOLITHIC PWR SYS INC(MPWR)21,98521,503-48212,75115,7270.32%+2,976
JPMORGAN CHASE & CO.(JPM)67,46267,204-25816,54919,4830.40%+2,935
DICKS SPORTING GOODS INC(DKS)0148,240+148,240029,3240.60%+29,324
LANDSTAR SYS INC(LSTR)0425,443+425,443059,1451.22%+59,145
MSA SAFETY INC(MSA)214,970200,532-14,43831,53433,5950.69%+2,061
MARRIOTT INTL INC NEW CL A(MAR)054,533+54,533014,8990.31%+14,899
AMERIPRISE FINL INC(AMP)036,254+36,254019,3500.40%+19,350
IRADIMED CORP(IRMD)0457,919+457,919027,3790.56%+27,379
TRAVEL PLUS LEISURE CO(TNL)01,399,776+1,399,776072,2431.49%+72,243
CINTAS CORP(CTAS)75,20576,056+85115,45716,9510.35%+1,494
SHOE CARNIVAL INC01,718,101+1,718,101032,1460.66%+32,146
CENCORA INC55,36555,377+1215,39616,6050.34%+1,208
VERTIV HOLDINGS CO COM CL A(VRT)9,29313,266+3,9736711,7030.04%+1,033
COMFORT SYS USA INC(FIX)8071,998+1,1912601,0710.02%+811
COSTCO WHSL CORP NEW(COST)15,99515,978-1715,12815,8180.33%+690
CHENIERE ENERGY INC COM NEW(LNG)040,797+40,79709,9350.20%+9,935
CRA INTL INC(CRAI)0231,630+231,630043,4010.89%+43,401
SCHWAB CHARLES FAMILY FD PRIME0251,332+251,33202510.01%+251
VISA INC COM CL A(V)69,82069,600-22024,46924,7120.51%+242
VULCAN MATLS CO(VMC)03,780+3,78009860.02%+986
SALESFORCE INC(CRM)055,081+55,081015,0200.31%+15,020
EBAY INC.(EBAY)13,52814,735+1,2079161,0970.02%+181
WILLIAMS SONOMA INC(WSM)01,099+1,09901800.00%+180
NASDAQ INC(NDAQ)014,463+14,46301,2930.03%+1,293
MSCI INC(MSCI)026,021+26,021015,0080.31%+15,008
RESMED INC(RMD)05,320+5,32001,3730.03%+1,373
BROOKFIELD ASSET MANAGMT LTD C(BAM)022,634+22,63401,2510.03%+1,251
MARRIOTT VACATIONS WORLDWIDE C(VAC)01,268+1,2680920.00%+92
HUNT J B TRANS SVCS INC(JBHT)07,137+7,13701,0250.02%+1,025
AUTOMATIC DATA PROCESSING INC46,18146,006-17514,11014,1880.29%+79
TEXAS ROADHOUSE INC(TXRH)8751,192+3171462230.00%+78
ALPHABET INC CAP STK CL C(GOOG)0420+4200750.00%+75
HACKETT GROUP INC02,572+2,5720650.00%+65
J JILL INC03,849+3,8490560.00%+56
ESPEY MFG & ELECTRS CORP(ESP)2,0462,380+334561090.00%+53
EQUITY LIFESTYLE PPTYS INC(ELS)016,135+16,13509950.02%+995
BLUE OWL CAPITAL INC COM CL A(OBDC)8,85311,597+2,7441772230.00%+45
ALLIENT INC02,561+2,5610930.00%+93
CORTEVA INC(CTVA)3,1303,13001972330.00%+36
SYNCHRONY FINANCIAL(SYF)02,628+2,62801750.00%+175
CRICUT INC COM CL A(CRCT)013,632+13,6320920.00%+92
COVENANT LOGISTICS GROUP INC C(CVLG)2,3613,482+1,12152840.00%+32
IDT CORP CL B NEW(IDT)1,1161,298+18257890.00%+31
BLACKROCK INC(BLK)0298+29803130.01%+313
CONSOLIDATED WATER CO INC
ORD
03,232+3,2320970.00%+97
EMERALD HOLDING INC16,61019,328+2,71865940.00%+28
KARAT PACKAGING INC(KRT)02,083+2,0830590.00%+59
ONESPAN INC4,2284,920+69264820.00%+18
INFORMATION SVCS GROUP INC10,47012,182+1,71241580.00%+18
GLOBAL INDUSTRIAL COMPANY02,238+2,2380600.00%+60
NATIONAL HEALTHCARE CORP(NHC)0611+6110650.00%+65
KOPPERS HOLDINGS INC(KOP)1,7622,050+28849660.00%+17
CSG SYS INTL INC01,366+1,3660890.00%+89
GILDAN ACTIVEWEAR INC0301+3010150.00%+15
INVESTAR HLDG CORP03,492+3,4920670.00%+67
GE VERNOVA INC(GEV)064+640340.00%+34
BANK7 CORP01,601+1,6010670.00%+67
NOVO-NORDISK A S ADR(NVO)393579+18627400.00%+13
PREFERRED BK LOS ANGELES CA CO(PFBC)727845+11861730.00%+12
GORMAN RUPP CO(GRC)01,858+1,8580680.00%+68
FS BANCORP INC01,746+1,7460690.00%+69
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