Fund HoldingsCopeland Capital Management, LLC

Total Portfolio Value
$5.75B
Total Bought
$657.68M
Total Sold
$246.07M
Net Transaction
+$411.61M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
HAMILTON LANE INC CL A(HLNE)856,291863,397+7,106105,820145,3882.53%+39,567
FIRSTSERVICE CORP NEW SUB VTG242,407353,337+110,93036,93564,4701.12%+27,534
COHEN & STEERS INC(CNS)01,091,097+1,091,0970104,6911.82%+104,691
CABOT CORP(CBT)480,074626,253+146,17944,11469,9961.22%+25,882
BROOKFIELD INFRASTRUCTURE CORP(BIPC)02,081,877+2,081,877090,4161.57%+90,416
WYNDHAM HOTELS & RESORTS INC(WH)175,570409,324+233,75412,99231,9850.56%+18,992
KINSALE CAP GROUP INC(KNSL)0231,303+231,3030107,6871.87%+107,687
BRUNSWICK CORP(BC)0949,094+949,094079,5531.38%+79,553
NAPCO SEC TECHNOLOGIES INC(NSSC)497,6921,038,128+540,43625,85542,0030.73%+16,148
CHESAPEAKE UTILS CORP(CPK)0592,471+592,471073,5671.28%+73,567
POOL CORP(POOL)0134,633+134,633050,7290.88%+50,729
UNIFIRST CORP MASS(UNF)0332,187+332,187065,9891.15%+65,989
ENCOMPASS HEALTH CORP(EHC)1,272,1171,284,550+12,433109,135124,1392.16%+15,004
BENTLEY SYS INC COM CL B(BSY)424,970683,962+258,99220,97734,7520.60%+13,776
NEXSTAR MEDIA GROUP INC COMMON(NXST)0547,728+547,728090,5671.58%+90,567
PERRIGO CO PLC(PRGO)02,482,544+2,482,544065,1171.13%+65,117
LEMAITRE VASCULAR INC(LMAT)1,152,0741,163,392+11,31894,793108,0681.88%+13,275
ALLISON TRANSMISSION HLDGS INC(ALSN)0636,205+636,205061,1201.06%+61,120
RYMAN HOSPITALITY PPTYS INC(RHP)236,234343,503+107,26923,59036,8370.64%+13,247
STANDEX INTL CORP(SXI)0556,244+556,2440101,6701.77%+101,670
EXP WORLD HLDGS INC3,916,8854,011,378+94,49344,20256,5200.98%+12,318
PRICESMART INC(PSMT)405,286481,182+75,89632,90944,1630.77%+11,254
UFP INDUSTRIES INC(UFPI)0546,197+546,197071,6671.25%+71,667
HOME BANCSHARES INC(HOMB)03,240,644+3,240,644087,7891.53%+87,789
UMH PPTYS INC(UMH)2,752,1702,761,116+8,94644,00754,3110.94%+10,304
BWX TECHNOLOGIES INC(BWXT)0711,773+711,773077,3701.35%+77,370
ATLAS ENERGY SOLUTIONS INC COM(AESI)1,572,8041,884,032+311,22831,34641,0720.71%+9,726
TERRENO RLTY CORP(TRNO)01,129,443+1,129,443075,4811.31%+75,481
SENSATA TECHNOLOGIES HLDG PLC
SHS
1,468,8961,788,320+319,42454,92264,1291.12%+9,207
SALESFORCE INC(CRM)36,11564,647+28,5329,28517,6950.31%+8,409
CHEMED CORP NEW(CHE)0129,789+129,789077,9991.36%+77,999
PATRICK INDS INC(PATK)056,685+56,68508,0700.14%+8,070
JPMORGAN CHASE & CO.(JPM)44,04279,481+35,4398,90816,7590.29%+7,851
POWER INTEGRATIONS INC(POWI)01,207,121+1,207,121077,4011.35%+77,401
HEXCEL CORP NEW(HXL)1,032,0801,161,415+129,33564,45371,8101.25%+7,357
KULICKE & SOFFA INDS INC(KLIC)01,469,516+1,469,516066,3191.15%+66,319
SCHNEIDER NATIONAL INC CL B(SNDR)1,579,7201,584,178+4,45838,16645,2120.79%+7,046
ENSIGN GROUP INC(ENSG)0936,535+936,5350134,6922.34%+134,692
PROSPERITY BANCSHARES INC(PB)0472,895+472,895034,0820.59%+34,082
CUBESMART(CUBE)569,637581,158+11,52125,73031,2840.54%+5,553
VALMONT INDS INC(VMI)304,469307,338+2,86983,56289,1131.55%+5,551
TRANSUNION(TRU)393,116331,355-61,76129,15434,6930.60%+5,539
STERIS PLC SHS USD(STE)0223,570+223,570054,2250.94%+54,225
NORDSON CORP(NDSN)0125,968+125,968033,0830.58%+33,083
QUEST DIAGNOSTICS INC(DGX)198,767202,632+3,86527,20731,4590.55%+4,251
NEXPOINT RESIDENTIAL TR INC(NXRT)900,723901,686+96335,58839,6830.69%+4,096
COGENT COMMUNICATIONS HLDGS IN0759,279+759,279057,6451.00%+57,645
SHERWIN WILLIAMS CO(SHW)048,678+48,678018,5790.32%+18,579
UTZ BRANDS INC COM CL A(UTZ)03,058,049+3,058,049054,1270.94%+54,127
BOOZ ALLEN HAMILTON HLDG CORP267,029271,991+4,96241,09644,2690.77%+3,174
WESCO INTL INC(WCC)0212,985+212,985035,7770.62%+35,777
MORNINGSTAR INC(MORN)0107,032+107,032034,1560.59%+34,156
LITTELFUSE INC(LFUS)259,138261,134+1,99666,23369,2661.20%+3,033
LAKELAND FINL CORP(LKFN)0745,939+745,939048,5760.84%+48,576
IRADIMED CORP(IRMD)420,992422,425+1,43318,49821,2440.37%+2,745
MOTOROLA SOLUTIONS INC(MSI)58,55756,257-2,30022,60625,2950.44%+2,689
SHOE CARNIVAL INC01,175,163+1,175,163051,5310.90%+51,531
MSCI INC(MSCI)030,898+30,898018,0110.31%+18,011
HENRY JACK & ASSOC INC(JKHY)0181,361+181,361032,0170.56%+32,017
LANDSTAR SYS INC(LSTR)384,512388,142+3,63070,93573,3081.28%+2,374
UNITEDHEALTH GROUP INC(UNH)44,56542,826-1,73922,69525,0390.44%+2,344
TRAVEL PLUS LEISURE CO(TNL)01,553,470+1,553,470071,5841.25%+71,584
FIRSTSERVICE CORP NEW011,693+11,69302,1390.04%+2,139
WINMARK CORP(WINA)63,46863,630+16222,38124,3660.42%+1,985
FEDERAL AGRIC MTG CORP CL C(AGM)0290,527+290,527054,4480.95%+54,448
HUNTINGTON INGALLS INDS INC(HII)085,226+85,226022,5320.39%+22,532
WARPAINT LONDON PLC ORD GBP0.20252,073+252,07301,9340.03%+1,934
HOME DEPOT INC(HD)039,719+39,719016,0940.28%+16,094
EQUINIX INC(EQIX)018,131+18,131016,0940.28%+16,094
NEXTERA ENERGY INC(NEE)211,114198,218-12,89614,94916,7550.29%+1,806
GFL ENVIRONMENTAL INC SUB VTG(GFL)901,702921,377+19,67535,10336,7450.64%+1,641
APPLE INC(AAPL)117,344112,983-4,36124,71526,3250.46%+1,610
MATERION CORP(MTRN)0403,953+403,953045,1860.79%+45,186
AUTOMATIC DATA PROCESSING INC054,482+54,482015,0770.26%+15,077
ZOETIS INC CL A(ZTS)99,58695,810-3,77617,26418,7190.33%+1,455
ACCENTURE PLC IRELAND SHS CLAS
SHS CLASS A
035,033+35,033012,3840.22%+12,384
AMERIPRISE FINL INC(AMP)44,62442,925-1,69919,06320,1670.35%+1,104
MONOLITHIC PWR SYS INC(MPWR)16,36115,639-72213,44314,4580.25%+1,015
BROADCOM INC(AVGO)21,118202,015+180,89733,90534,8480.61%+942
RELIANCE INC(RS)0195,141+195,141056,4370.98%+56,437
VULCAN MATLS CO(VMC)03,559+3,55908910.02%+891
OLD DOMINION FREIGHT LINE INC(ODFL)055,052+55,052010,9360.19%+10,936
OTIS WORLDWIDE CORP(OTIS)174,945168,048-6,89716,84017,4670.30%+627
MORGAN STANLEY COM NEW(MS)206,102198,086-8,01620,03120,6490.36%+617
RESMED INC(RMD)06,824+6,82401,6660.03%+1,666
BLACKROCK INC(BLK)0298+29802830.00%+283
EASTGROUP PPTYS INC(EGP)01,165+1,16502180.00%+218
BROOKFIELD ASSET MANAGMT LTD C(BAM)27,12226,354-7681,0321,2460.02%+214
3M CO(MMM)01,500+1,50002050.00%+205
NASDAQ INC(NDAQ)018,368+18,36801,3410.02%+1,341
PFIZER INC(PFE)04,983+4,98301440.00%+144
VERTIV HOLDINGS CO COM CL A(VRT)01,434+1,43401430.00%+143
ABBOTT LABS01,248+1,24801420.00%+142
VISA INC COM CL A(V)082,725+82,725022,7450.40%+22,745
AMGEN INC(AMGN)0411+41101320.00%+132
ALLSTATE CORP(ALL)05,404+5,40401,0250.02%+1,025
SYNCHRONY FINANCIAL(SYF)02,628+2,62801310.00%+131
AMERICAN WTR WKS CO INC NEW9,3409,124-2161,2061,3340.02%+128
MCDONALDS CORP(MCD)0416+41601270.00%+127
PPG INDS INC(PPG)0936+93601240.00%+124
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