Fund HoldingsCopeland Capital Management, LLC

Total Portfolio Value
$4.65B
Total Bought
$474.41M
Total Sold
$235.15M
Net Transaction
+$239.26M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
VALMONT INDUSTRIES(VMI)0215,703+215,703051,8141.11%+51,814
PAPA JOHNS INTERNATIONAL INC0472,278+472,278032,2190.69%+32,219
DICKS SPORTING GOODS INC(DKS)0169,920+169,920018,4500.40%+18,450
KFORCE INC(KFRC)240,544532,947+292,40315,07231,7960.68%+16,723
CIVITAS RESOURCES INC1,034,8131,041,259+6,44671,78584,2071.81%+12,422
HAMILTON LANE(HLNE)971,821977,161+5,34077,72688,3741.90%+10,648
UFP PACKAGING(UFPI)462,192540,020+77,82844,85655,2981.19%+10,442
CASEY'S GENERAL STORES INC(CASY)337,307339,196+1,88982,26292,0981.98%+9,836
NEXTERA ENERGY(NEE)0190,793+190,793010,9310.24%+10,931
LAKELAND FINANCIAL CORP(LKFN)551,368736,585+185,21726,75234,9580.75%+8,206
KINSALE CAPITAL GROUP INC(KNSL)191,168192,335+1,16771,53579,6521.71%+8,117
UNIVERSAL DISPLAY(OLED)557,054559,472+2,41880,28887,8321.89%+7,543
SHOE CARNIVAL INC1,252,4661,494,501+242,03529,40835,9130.77%+6,505
COHEN & STEERS INC(CNS)1,014,1651,019,702+5,53758,81163,9251.37%+5,114
CHORD ENERGY CORP(CHRD)540,502543,038+2,53683,12988,0101.89%+4,881
MORNINGSTAR INC(MORN)103,905105,378+1,47320,37324,6840.53%+4,311
MATADOR RESOURCES CO(MTDR)523,980530,622+6,64227,41531,5610.68%+4,147
DOMINO'S PIZZA INC(DPZ)77,35479,287+1,93326,06730,0330.65%+3,966
FACTSET RESEARCH SYSTEMS INC(FDS)84,51684,758+24233,86137,0620.80%+3,200
STANDEX INTL CORP(SXI)545,120550,000+4,88077,11880,1291.72%+3,011
BROADRIDGE FINANCIAL SOLUTIO(BR)192,274194,246+1,97231,84634,7800.75%+2,933
UNIFIRST CORP/MA(UNF)295,853297,308+1,45545,86048,4641.04%+2,604
ISHARES RUSSELL MIDCAP INDEX063,183+63,18304,3750.09%+4,375
NORTHERN OIL AND GAS INC(NOG)2,529,1052,221,046-308,05986,79989,3531.92%+2,554
ELEMENT SOLUTIONS INC(ESI)2,813,1882,825,312+12,12454,01355,4041.19%+1,391
WINGSTOP INC(WING)408,485462,173+53,68881,76283,1171.79%+1,355
PIONEER NATURAL RESOURCES CO74,87573,012-1,86315,51316,7600.36%+1,247
ISHARES TR RUSSELL 2000 INDX09,932+9,93201,7550.04%+1,755
CABOT CORP(CBT)476,466476,833+36731,87133,0300.71%+1,159
INTUIT INC(INTU)27,85627,216-64012,76313,9060.30%+1,142
DIAMONDBACK ENERGY INC(FANG)057,938+57,93808,9730.19%+8,973
CDW CORP/DE(CDW)65,18563,632-1,55311,96112,8380.28%+877
LILLY ELI & CO(LLY)014,259+14,25907,6590.16%+7,659
PAYCOM SOFTWARE INC(PAYC)03,127+3,12708110.02%+811
MSCI INC(MSCI)023,587+23,587012,1020.26%+12,102
AUTO DATA PROCESSING047,763+47,763011,4910.25%+11,491
CARLISLE COS INC(CSL)108,536109,817+1,28127,84328,4710.61%+628
CONSTELLATION BRANDS INC-A(STZ)52,20953,118+90912,85013,3500.29%+500
UNITEDHEALTH GROUP INC(UNH)41,83840,798-1,04020,10920,5700.44%+461
DANAHER(DHR)044,172+44,172010,9590.24%+10,959
COSTCO WHOLESALE(COST)26,31025,679-63114,16514,5080.31%+343
EQUITY LIFESTYLE PROPERTIES(ELS)019,040+19,04001,2130.03%+1,213
STRYKER CORP(SYK)011,889+11,88903,2490.07%+3,249
CORTEVA INC(CTVA)02,294+2,29401170.00%+117
HUMANA INC(HUM)0635+63503090.01%+309
GLOBE LIFE INC209,723211,868+2,14522,99023,0360.50%+47
EXXON MOBIL CORP03,725+3,72504380.01%+438
VANGUARD MID-CAP ETF0285+2850590.00%+59
PARK AEROSPACE CORP(PKE)02,155+2,1550330.00%+33
ESQUIRE FINANCIAL HOLDINGS I(ESQ)0651+6510300.00%+30
IRADIMED CORP(IRMD)0665+6650300.00%+30
IMMERSION CORPORATION04,398+4,3980290.00%+29
NAPCO SECURITY TECHNOLOGIES(NSSC)01,268+1,2680280.00%+28
BANK7 CORP01,222+1,2220280.00%+28
ATN INTERNATIONAL INC0856+8560270.00%+27
ABBVIE INC(ABBV)01,645+1,64502450.01%+245
ISHARES TRUST REG SHS S&P MIDC0106+1060260.00%+26
AMGEN INC(AMGN)0411+41101100.00%+110
SINCLAIR BROADCAST GROUP(SBGI)01,675+1,6750190.00%+19
HUNT (JB) TRANSPRT SVCS INC(JBHT)04,876+4,87609190.02%+919
SS&C TECHNOLOGIES HOLDINGS(SSNC)03,586+3,58601880.00%+188
MAGIC SFTWR ENTERPRS F02,670+2,6700300.00%+30
ISHARES MSCI EAFE SMALL CAP IN0235+2350130.00%+13
CHUBB LTD
COM
088+880180.00%+18
VANGUARD S&P 500 ETF015+15060.00%+6
HEALTHSTREAM INC(HSTM)01,451+1,4510310.00%+31
SOUTH PLAINS FINL INC(SPFI)01,223+1,2230320.00%+32
ALPHABET INC(GOOG)0420+4200550.00%+55
GORMAN RUPP CO(GRC)0993+9930330.00%+33
RILEY EXPLORATION PERMIAN INC0908+9080290.00%+29
EMBECTA CORP01,483+1,4830220.00%+22
MICROCHIP TECHNOLOGY FORWARD S(MCHP)045+45040.00%+4
NASDAQ OMX GROUP INC(NDAQ)067+67030.00%+3
MID-AMERICA APARTMENT COMM(MAA)023+23030.00%+3
NOVO-NORDISK A S ADR(NVO)0282+2820260.00%+26
WINMARK CORP(WINA)055+550210.00%+21
CONNECTONE BANCORP INC(CNOB)01,811+1,8110320.00%+32
STEWART INFORMATION SERVICES C(STC)0713+7130310.00%+31
HACKETT GROUP INC01,464+1,4640350.00%+35
THE BANK OF PRINCETON01,050+1,0500300.00%+30
SHENANDOAH TELECOMMUNICATIONS01,292+1,2920270.00%+27
RBB BANCORP01,499+1,4990190.00%+19
NATIONAL HEALTHCARE(NHC)0487+4870310.00%+31
P10 INC-A(RPC)02,888+2,8880340.00%+34
ASTEC INDS INC0630+6300300.00%+30
HOOKER FURNISHINGS CORP01,357+1,3570260.00%+26
RYDER SYSTEMS INC(R)054+54060.00%+6
ELANCO ANIMAL HEALTH INC(ELAN)0983+9830110.00%+11
A10 NETWORKS INC02,006+2,0060300.00%+30
GCM GROSVENOR INC CL A04,233+4,2330330.00%+33
TJX COMPANIES INC(TJX)0258+2580230.00%+23
SKYWORKS SOLUTIONS INC(SWKS)034+34030.00%+3
WILLIAMS SONOMA(WSM)024+24040.00%+4
KADANT INC(KAI)0145+1450330.00%+33
CANADIAN NATURAL RESOURCES(CNQ)072+72050.00%+5
TELEPERFORMANCE UNSPONSORD ADR039+39020.00%+2
DNB ASA-SPONSOR ADR0140+140030.00%+3
COMCAST CORP(CCZ)072+72030.00%+3
LONZA GROUP AG - UNSPONS ADR053+53020.00%+2
GENERAL ELECTRIC(GE)0256+2560280.00%+28
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