Fund HoldingsCopeland Capital Management, LLC

Total Portfolio Value
$5.38B
Total Bought
$473.97M
Total Sold
$707.62M
Net Transaction
-$233.65M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BROOKFIELD INFRASTRUCTURE CORP(BIPC)02,066,002+2,066,002082,6611.54%+82,661
MATADOR RES CO(MTDR)01,283,743+1,283,743072,2231.34%+72,223
CLEAR SECURE INC COM CL A(YOU)01,153,293+1,153,293030,7240.57%+30,724
MSA SAFETY INC(MSA)0180,332+180,332029,8940.56%+29,894
NVENT ELECTRIC PLC(NVT)0394,500+394,500026,8890.50%+26,889
PATRICK INDS INC(PATK)56,685360,804+304,1198,07029,9760.56%+21,905
TAIWAN SEMICONDUCTOR MFG LTD S(TSM)074,613+74,613014,7350.27%+14,735
CINTAS CORP(CTAS)072,855+72,855013,3110.25%+13,311
PRICESMART INC(PSMT)481,182621,697+140,51544,16357,3021.07%+13,139
HEALTHSTREAM INC(HSTM)0379,306+379,306012,0620.22%+12,062
WYNDHAM HOTELS & RESORTS INC(WH)409,324419,494+10,17031,98542,2810.79%+10,296
U S PHYSICAL THERAPY(USPH)0839,356+839,356074,4591.38%+74,459
ATLAS ENERGY SOLUTIONS INC COM(AESI)1,884,0322,247,774+363,74241,07249,8560.93%+8,784
TRAVEL PLUS LEISURE CO(TNL)1,553,4701,565,581+12,11171,58478,9841.47%+7,400
CONCENTRIX CORP(CNXC)01,333,206+1,333,206057,6881.07%+57,688
IRADIMED CORP(IRMD)422,425475,563+53,13821,24426,1560.49%+4,912
CRA INTL INC(CRAI)0286,856+286,856053,6991.00%+53,699
HOME BANCSHARES INC(HOMB)3,240,6443,259,934+19,29087,78992,2561.72%+4,467
NORTHERN OIL & GAS INC(NOG)02,114,909+2,114,909078,5901.46%+78,590
FEDERAL AGRIC MTG CORP CL C(AGM)290,527297,810+7,28354,44858,6541.09%+4,206
HENRY JACK & ASSOC INC(JKHY)181,361206,496+25,13532,01736,1990.67%+4,181
LAKELAND FINL CORP(LKFN)745,939764,186+18,24748,57652,5450.98%+3,970
KULICKE & SOFFA INDS INC(KLIC)1,469,5161,502,640+33,12466,31970,1131.30%+3,794
GFL ENVIRONMENTAL INC SUB VTG(GFL)921,377905,583-15,79436,74540,3350.75%+3,590
CASEYS GEN STORES INC(CASY)0243,708+243,708096,5651.80%+96,565
AIR LEASE CORP CL A
CL A
01,777,016+1,777,016085,6701.59%+85,670
DICKS SPORTING GOODS INC(DKS)0164,235+164,235037,5840.70%+37,584
BWX TECHNOLOGIES INC(BWXT)711,773716,946+5,17377,37079,8611.48%+2,491
ALLISON TRANSMISSION HLDGS INC(ALSN)636,205588,615-47,59061,12063,6061.18%+2,486
CHEMED CORP NEW(CHE)129,789151,623+21,83477,99980,3301.49%+2,331
SCHNEIDER NATIONAL INC CL B(SNDR)1,584,1781,622,974+38,79645,21247,5210.88%+2,308
BROADCOM INC(AVGO)202,015159,678-42,33734,84837,0200.69%+2,172
WESCO INTL INC(WCC)212,985209,501-3,48435,77737,9110.70%+2,134
MORNINGSTAR INC(MORN)107,032105,402-1,63034,15635,4950.66%+1,339
WINMARK CORP(WINA)63,63065,224+1,59424,36625,6380.48%+1,272
BROADRIDGE FINL SOLUTIONS INC(BR)0160,671+160,671036,3260.68%+36,326
SALESFORCE INC(CRM)64,64756,142-8,50517,69518,7700.35%+1,075
PROSPERITY BANCSHARES INC(PB)472,895464,858-8,03734,08235,0270.65%+946
EBAY INC.(EBAY)014,157+14,15708770.02%+877
MORGAN STANLEY COM NEW(MS)198,086171,203-26,88320,64921,5240.40%+875
FACTSET RESH SYS INC(FDS)066,054+66,054031,7250.59%+31,725
NAPCO SEC TECHNOLOGIES INC(NSSC)1,038,1281,194,623+156,49542,00342,4810.79%+478
CHENIERE ENERGY INC COM NEW(LNG)055,119+55,119011,8430.22%+11,843
VANGUARD INDEX FDS SMALL CP ET01,167+1,16702800.01%+280
FIRSTSERVICE CORP NEW SUB VTG353,337357,023+3,68664,47064,6281.20%+159
CENCORA INC0627+62701410.00%+141
CVS HEALTH CORP(CVS)02,325+2,32501040.00%+104
BLUE OWL CAPITAL INC COM CL A(OBDC)04,414+4,41401030.00%+103
BROOKFIELD ASSET MANAGMT LTD C(BAM)26,35424,637-1,7171,2461,3350.02%+89
LIFEVANTAGE CORP COM NEW03,732+3,7320650.00%+65
CRICUT INC COM CL A(CRCT)011,098+11,0980630.00%+63
EMERALD HOLDING INC011,826+11,8260570.00%+57
WHITESTONE REIT03,913+3,9130550.00%+55
WEST PHARMACEUTICAL SVSC INC(WST)03,160+3,16001,0350.02%+1,035
AMPHENOL CORP NEW CL A020,566+20,56601,4280.03%+1,428
SYNCHRONY FINANCIAL(SYF)2,6282,62801311710.00%+40
CSP INC04,532+4,5320730.00%+73
KARAT PACKAGING INC(KRT)02,604+2,6040790.00%+79
BLACKROCK INC(BLK)29829802833050.01%+23
EMBECTA CORP COMMON STOCK03,107+3,1070640.00%+64
VERTIV HOLDINGS CO COM CL A(VRT)1,4341,435+11431630.00%+20
CONSOLIDATED WATER CO INC
ORD
02,634+2,6340680.00%+68
GOLDMAN SACHS GROUP INC(GS)034+340190.00%+19
GLOBE LIFE INC0196+1960220.00%+22
CSG SYS INTL INC01,551+1,5510790.00%+79
WELLS FARGO CO NEW(WFC)0258+2580180.00%+18
NASDAQ INC(NDAQ)18,36817,567-8011,3411,3580.03%+17
ROYAL GOLD INC(RGLD)0130+1300170.00%+17
VIRTUS INVT PARTNERS INC(VRTS)077+770170.00%+17
RCI HOSPITALITY HLDGS INC01,223+1,2230700.00%+70
ALLIENT INC02,690+2,6900650.00%+65
A10 NETWORKS INC03,054+3,0540560.00%+56
BANK7 CORP01,303+1,3030610.00%+61
DELL TECHNOLOGIES INC CL C(DELL)0148+1480170.00%+17
P10 INC COM CL A(RPC)05,456+5,4560690.00%+69
SEI INVTS CO(SEIC)0135+1350110.00%+11
RILEY EXPLORATION PERMIAN INC01,841+1,8410590.00%+59
TEXAS ROADHOUSE INC(TXRH)054+540100.00%+10
ITURAN LOCATION AND CONTROL
SHS
01,917+1,9170600.00%+60
BANK FIRST CORP(BFC)090+90090.00%+9
INTERCONTINENTAL EXCHANGE INC(ICE)054+54080.00%+8
PARK AEROSPACE CORP(PKE)03,340+3,3400490.00%+49
SS&C TECHNOLOGIES HLDGS INC(SSNC)03,566+3,56602700.01%+270
GCM GROSVENOR INC COM CL A05,160+5,1600630.00%+63
PREFERRED BK LOS ANGELES CA CO(PFBC)0688+6880590.00%+59
GE VERNOVA INC(GEV)064+640210.00%+21
TIPTREE INC02,908+2,9080610.00%+61
AIA GROUP LTD SPONSORED ADR0114+114030.00%+3
CABLE ONE INC0147+1470530.00%+53
SANTEN PHARMACEUTICAL CO LTD A0230+230020.00%+2
VESTIS CORPORATION COM SHS(VSTS)04,082+4,0820620.00%+62
MAGIC SOFTWARE ENTERPRISES LTD04,058+4,0580490.00%+49
SONY GROUP CORP SPONSORED ADR(SONY)0851+8510180.00%+18
INFORMATION SVCS GROUP INC09,915+9,9150330.00%+33
TJX COS INC NEW(TJX)0258+2580310.00%+31
MCKESSON CORP(MCK)09+9050.00%+5
RANGER ENERGY SVCS INC COM CL03,311+3,3110510.00%+51
SHIN ETSU CHEMICAL CO LTD ADR(SHECF)0139+139020.00%+2
AT&T INC(T)0552+5520130.00%+13
DBS GROUP HOLDINGS LTD SPONSOR031+31040.00%+4
Page 1 of 1