Fund HoldingsCopeland Capital Management, LLC

Total Portfolio Value
$4.99B
Total Bought
$285.14M
Total Sold
$591.68M
Net Transaction
-$306.54M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
CONCENTRIX CORP(CNXC)0410,745+410,745040,3390.81%+40,339
SHUTTERSTOCK INC01,394,278+1,394,278067,3161.35%+67,316
HUNTINGTON INGALLS INDUSTRIE(HII)080,587+80,587020,9240.42%+20,924
HAMILTON LANE(HLNE)977,161951,462-25,69988,374107,9342.16%+19,559
VALMONT INDUSTRIES(VMI)215,703295,350+79,64751,81468,9671.38%+17,153
ENSIGN GROUP(ENSG)01,009,901+1,009,9010113,3212.27%+113,321
UNIVERSAL DISPLAY(OLED)559,472544,809-14,66387,832104,2002.09%+16,369
QUAKER CHEMICAL CORPORATION(KWR)0318,657+318,657068,0081.36%+68,008
COHEN & STEERS INC(CNS)1,019,7021,048,411+28,70963,92579,3961.59%+15,471
DICKS SPORTING GOODS INC(DKS)169,920226,299+56,37918,45033,2550.67%+14,805
BANK OZK(OZK)01,657,353+1,657,353082,5861.66%+82,586
ROSS STORES INC(ROST)0101,871+101,871014,0980.28%+14,098
BRUNSWICK CORP(BC)0831,151+831,151080,4141.61%+80,414
SCHNEIDER NATL INC(SNDR)0493,009+493,009012,5470.25%+12,547
LAKELAND FINANCIAL CORP(LKFN)736,585728,974-7,61134,95847,5000.95%+12,542
INSPERITY INC(NSP)0703,157+703,157082,4241.65%+82,424
TERRENO REALTY CORP(TRNO)01,078,987+1,078,987067,6201.36%+67,620
HOME BANCSHARES INC(HOMB)03,131,227+3,131,227079,3141.59%+79,314
COGENT COMMUNICATIONS0941,836+941,836071,6361.44%+71,636
UTZ BRANDS INC(UTZ)02,952,337+2,952,337047,9460.96%+47,946
ISHARES TR RUSSELL 2000 INDX9,93262,599+52,6671,75512,5640.25%+10,809
UFP PACKAGING(UFPI)540,020525,416-14,60455,29865,9661.32%+10,668
OLD DOMINION FREIGHT LINE(ODFL)025,134+25,134010,1880.20%+10,188
CHENIERE ENERGY(LNG)059,083+59,083010,0860.20%+10,086
FEDERAL AGRIC MTG CORP-CL C(AGM)0284,953+284,953054,4891.09%+54,489
NEXSTAR MEDIA GROUP INC(NXST)0519,567+519,567081,4421.63%+81,442
WINGSTOP INC(WING)462,173358,580-103,59383,11792,0041.84%+8,887
SHOE CARNIVAL INC1,494,5011,476,733-17,76835,91344,6120.89%+8,699
BROOKFIELD INFRASTRUCTURE-A(BIPC)01,986,687+1,986,687070,0901.40%+70,090
ELEMENT SOLUTIONS INC(ESI)2,825,3122,747,361-77,95155,40463,5741.27%+8,170
MATERION CORP(MTRN)0450,390+450,390058,6091.17%+58,609
CHEMED CORP(CHE)0125,375+125,375073,3131.47%+73,313
CABOT CORP(CBT)476,833471,702-5,13133,03039,3870.79%+6,357
LILLY ELI & CO(LLY)14,25923,577+9,3187,65913,7440.28%+6,085
DIAMONDBACK ENERGY(FANG)57,93896,205+38,2678,97314,9200.30%+5,946
BROADCOM INC(AVGO)022,540+22,540025,1610.50%+25,161
KULICKE & SOFFA INDUSTRIES(KLIC)01,172,715+1,172,715064,1711.29%+64,171
STARBUCKS CORP(SBUX)0136,582+136,582013,1130.26%+13,113
MICROSOFT CORP(MSFT)060,473+60,473022,7400.46%+22,740
STANDEX INTL CORP(SXI)550,000536,381-13,61980,12984,9521.70%+4,823
TETRA TECH INC(TTEK)0457,604+457,604076,3881.53%+76,388
STEVANATO GROUP SPA
ORD SHS
02,088,778+2,088,778057,0031.14%+57,003
LEMAITRE VASCULAR INC(LMAT)01,259,961+1,259,961071,5151.43%+71,515
UNIFIRST CORP/MA(UNF)297,308287,265-10,04348,46452,5441.05%+4,080
CARLISLE COS INC(CSL)109,817104,111-5,70628,47132,5270.65%+4,056
MORNINGSTAR INC(MORN)105,378100,331-5,04724,68428,7190.58%+4,035
BOOZ ALLEN HAMILTON HOLDINGS0298,469+298,469038,1770.77%+38,177
KFORCE INC(KFRC)532,947527,474-5,47331,79635,6360.71%+3,840
PROSPERITY BANCSHARES INC(PB)0359,598+359,598024,3560.49%+24,356
LANDSTAR SYSTEM INC(LSTR)0318,217+318,217061,6231.24%+61,623
CUBESMART(CUBE)0548,773+548,773025,4360.51%+25,436
INTER PARFUMS INC(IPAR)0606,716+606,716087,3731.75%+87,373
NORDSON CORP COM(NDSN)0117,818+117,818031,1230.62%+31,123
CHURCHILL DOWNS(CHDN)0254,444+254,444034,3320.69%+34,332
BROADRIDGE FINANCIAL SOLUTIO(BR)194,246185,140-9,10634,78038,0930.76%+3,313
LITTELFUSE INC(LFUS)0252,158+252,158067,4681.35%+67,468
POOL CORP(POOL)0102,619+102,619040,9150.82%+40,915
SHERWIN-WILLIAMS(SHW)054,452+54,452016,9830.34%+16,983
POWER INTEGRATIONS INC(POWI)0806,905+806,905066,2551.33%+66,255
INTUIT INC(INTU)27,21626,626-59013,90616,6420.33%+2,736
DISCOVER FINANCIAL SERVICES0116,487+116,487013,0930.26%+13,093
PAPA JOHNS INTERNATIONAL INC472,278457,213-15,06532,21934,8530.70%+2,634
BLACKROCK INC(BLK)017,226+17,226013,9840.28%+13,984
ISHARES RUSSELL MIDCAP INDEX63,18386,602+23,4194,3756,7320.13%+2,356
MONOLITHIC POWER SYS INC(MPWR)014,921+14,92109,4120.19%+9,412
CHESAPEAKE UTILITIES CORP(CPK)0521,899+521,899055,1281.10%+55,128
APPLE INC(AAPL)0132,164+132,164025,4460.51%+25,446
VISA INC(V)076,699+76,699019,9690.40%+19,969
UMH PROPERTIES(UMH)02,335,429+2,335,429035,7790.72%+35,779
QUEST DIAGNOSTICS(DGX)0190,789+190,789026,3060.53%+26,306
FACTSET RESEARCH SYSTEMS INC(FDS)84,75881,264-3,49437,06238,7670.78%+1,705
AIR LEASE CORP
CL A
01,642,851+1,642,851068,9011.38%+68,901
RELIANCE STEEL & ALUMINUM(RS)0182,791+182,791051,1231.02%+51,123
AMERIPRISE FINANCIAL INC(AMP)037,285+37,285014,1620.28%+14,162
WASTE CONNECTIONS INC(WCN)0119,709+119,709017,8690.36%+17,869
GLOBE LIFE INC211,868201,109-10,75923,03624,4790.49%+1,442
MORGAN STANLEY(MS)0141,136+141,136013,1610.26%+13,161
HOME DEPOT INC(HD)037,005+37,005012,8240.26%+12,824
ZOETIS INC(ZTS)069,039+69,039013,6260.27%+13,626
ACCENTURE PLC
SHS CLASS A
033,073+33,073011,6060.23%+11,606
MOTOROLA SOLUTIONS INC(MSI)052,341+52,341016,3870.33%+16,387
CDW CORP/DE(CDW)63,63261,803-1,82912,83814,0490.28%+1,211
OTIS WORLDWIDE(OTIS)0156,117+156,117013,9680.28%+13,968
AIR PRODUCTS & CHEMICALS INC047,146+47,146012,9090.26%+12,909
DOMINO'S PIZZA INC(DPZ)79,28775,511-3,77630,03331,1280.62%+1,095
TRAVEL & LEISURE CO(TNL)01,477,016+1,477,016057,7371.16%+57,737
EXP WORLD HOLDING03,866,710+3,866,710060,0111.20%+60,011
MSCI INC(MSCI)23,58723,030-55712,10213,0270.26%+924
TRACTOR SUPPLY COMPANY(TSCO)05,090+5,09001,0950.02%+1,095
JACK HENRY & ASSOCIATES INC(JKHY)0171,324+171,324027,9960.56%+27,996
EQUINIX INC(EQIX)016,570+16,570013,3450.27%+13,345
ALEXANDRIA REAL EST REIT09,650+9,65001,2230.02%+1,223
GFL ENVIRONMENTAL(GFL)0855,547+855,547029,5250.59%+29,525
RESMED INC(RMD)07,435+7,43501,2790.03%+1,279
UNITEDHEALTH GROUP INC(UNH)40,79839,822-97620,57020,9650.42%+395
NEXTERA ENERGY(NEE)190,793184,922-5,87110,93111,2320.23%+302
PAYCOM SOFTWARE INC(PAYC)3,1275,160+2,0338111,0670.02%+256
VANGUARD MID-CAP ETF2851,009+724592350.00%+176
ALLSTATE CORP(ALL)07,223+7,22301,0110.02%+1,011
NASDAQ OMX GROUP INC(NDAQ)672,259+2,19231310.00%+128
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