Now live: Pro — the full 13F research suite for serious investorsSee pricing →
← Tracker

Institutional

Copeland Capital Management, LLC

CIK 0001541743
$4.50B
Reported AUM
257
Positions
Q1 2026
Period
2026-05-06
Filed

The Brief · Copeland Capital Management, LLC · Q1 2026

AI · grounded in 13F

Copeland Capital Management, LLC established a new position in SFBS worth $54.88M. The fund also opened a new stake in PEGA valued at $47.82M and increased its holding in EE by 44.98%. On the sell side, the fund reduced its position in CRAI by 99.98% and trimmed AL by 99.14%.

Portfolio · Q1 2026

ENSGPSMTLMATLFUSWCCOther$3.44BCL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1ENSGENSIGN GROUP INC$178.83-1.68%20.04%125.10%$119.6M2.66%HELD
2PSMTPRICESMART INC$192.39-0.09%76.90%142.23%$96.2M2.14%HELD
3LMATLEMAITRE VASCULAR INC$102.19-1.33%28.98%91.31%$95.1M2.11%HELD
4LFUSLITTELFUSE INC$442.007.68%78.47%62.88%$89.4M1.99%HELD
5WCCWESCO INTL INC$342.6710.77%53.11%172.86%$88.0M1.96%HELD
6EHCENCOMPASS HEALTH$110.89-2.56%5.61%91.78%$86.4M1.92%HELD
7YOUCLEAR SECURE INC COM CL A$56.10-3.92%97.93%36.46%$85.0M1.89%HELD
8MTDRMATADOR RES CO$48.31-0.72%3.59%80.45%$82.4M1.83%HELD
9VMIVALMONT INDS INC$476.614.45%32.73%98.01%$82.1M1.83%HELD
10NSSCNAPCO SEC TECHNOLOGIES INC$36.370.00%22.26%94.36%$79.1M1.76%HELD
11KLICKULICKE & SOFFA INDS INC$88.326.59%177.30%36.06%$75.6M1.68%HELD
12HXLHEXCEL CORP NEW$102.91-2.56%75.45%89.79%$74.5M1.66%HELD
13TNLTRAVEL PLUS LEISURE CO$75.17-3.27%37.57%72.55%$70.4M1.56%HELD
14PRDOPERDOCEO ED CORP$32.46-6.05%15.54%226.52%$69.0M1.53%HELD
15HOMBHOME BANCSHARES INC$31.16-0.86%16.80%62.10%$69.0M1.53%HELD
16CGNXCOGNEX CORP$62.628.30%55.80%-27.09%$68.3M1.52%HELD
17POWIPOWER INTEGRATIONS INC$60.877.60%30.08%-40.69%$67.7M1.50%HELD
18AAONAAON INC$87.593.20%7.73%97.61%$65.2M1.45%HELD
19BCBRUNSWICK CORP$79.75-0.88%44.19%-8.93%$64.8M1.44%HELD
20CTRECARETRUST REIT INC$41.64-1.65%35.38%141.91%$64.7M1.44%HELD
21USPHU S PHYSICAL THERAPY$80.130.35%16.98%-25.24%$62.7M1.39%HELD
22PATKPATRICK INDS INC$84.00-3.02%-12.90%69.89%$62.6M1.39%HELD
23SXISTANDEX INTL CORP$287.254.66%59.99%201.57%$61.4M1.36%HELD
24LSTRLANDSTAR SYS INC$169.34-4.77%35.22%11.19%$60.5M1.35%HELD
25TRNOTERRENO RLTY CORP$72.330.82%37.89%24.99%$59.6M1.32%HELD
26CPKCHESAPEAKE UTILS CORP$133.17-2.64%13.70%12.22%$59.2M1.32%HELD
27AZZAZZ INC$144.962.63%38.25%188.82%$57.3M1.27%HELD
28CHECHEMED CORP NEW$534.79-0.85%29.78%15.09%$55.9M1.24%HELD
29SFBSSERVISFIRST BANCSHARES INC$89.22-0.46%17.63%32.10%$54.9M1.22%HELD
30OLEDUNIVERSAL DISPLAY CORP$80.360.25%-43.57%-59.33%$53.3M1.19%HELD
31EEEXCELERATE ENERGY INC CL A COM$38.222.58%$53.0M1.18%HELD
32BIPCBROOKFIELD INFRASTRUCTURE CORP$42.59-1.48%$52.9M1.18%HELD
33FSVFIRSTSERVICE CORP NEW SUB VTG$144.571.52%$51.2M1.14%HELD
34KBRKBR INC$34.37-4.34%$50.5M1.12%HELD
35CNSCOHEN & STEERS INC$81.57-0.11%$50.3M1.12%HELD
36HLNEHAMILTON LANE INC CL A$88.950.29%$50.3M1.12%HELD
37PEGAPEGASYSTEMS INC$30.03-2.97%$47.8M1.06%HELD
38CASYCASEYS GEN STORES$867.500.04%$42.9M0.95%HELD
39WINGWINGSTOP INC$134.34-3.66%$40.8M0.91%HELD
40UFPIUFP INDUSTRIES INC$86.18-1.74%$39.6M0.88%HELD
41NXSTNEXSTAR MEDIA GROUP INC COMMON$192.43-2.29%$38.5M0.86%HELD
42RSRELIANCE INC$401.02-0.64%$38.4M0.85%HELD
43MTRNMATERION CORP$208.119.91%$38.4M0.85%HELD
44KNSLKINSALE CAP GROUP INC$355.87-5.52%$38.0M0.84%HELD
45STESTERIS PLC SHS USD$231.21-1.54%$37.4M0.83%HELD
46NYTNEW YORK TIMES CO CL A$75.83-2.39%$36.8M0.82%HELD
47TPBTURNING PT BRANDS INC$76.01-0.55%$35.3M0.79%HELD
48AGMFEDERAL AGRIC MTG CORP CL C$220.303.10%$35.1M0.78%HELD
49LKFNLAKELAND FINL CORP$62.57-1.20%$34.8M0.77%HELD
50IRMDIRADIMED CORP$95.211.01%$34.6M0.77%HELD
51KWRQUAKER HOUGHTON$154.924.12%$32.9M0.73%HELD
52ESQESQUIRE FINL HLDGS INC$129.62-1.72%$32.7M0.73%HELD
53NVTNVENT ELECTRIC PLC$144.808.38%$32.5M0.72%HELD
54DTMDT MIDSTREAM INC COMMON STOCK$136.770.60%$32.2M0.72%HELD
55UTZUTZ BRANDS INC COM CL A$14.110.36%$32.2M0.72%HELD
56DGXQUEST DIAGNOSTICS INC$234.30-0.39%$30.4M0.68%HELD
57NDSNNORDSON CORP$295.230.08%$30.2M0.67%HELD
58ALGALAMO GROUP INC$157.840.57%$29.9M0.67%HELD
59CNXCCONCENTRIX CORP$24.90-6.25%$29.5M0.66%HELD
60MSAMSA SAFETY INC$174.35-0.83%$29.0M0.64%HELD
61RGLDROYAL GOLD INC$203.043.87%$28.5M0.63%HELD
62WINAWINMARK CORP$331.35-0.86%$27.8M0.62%HELD
63AAPLAPPLE INC$333.43-1.41%$27.5M0.61%HELD
64WHWYNDHAM HOTELS & RESORTS INC$76.110.70%$27.1M0.60%HELD
65GOOGLALPHABET$333.66-0.91%$26.7M0.59%HELD
66HSTMHEALTHSTREAM INC$28.20-4.50%$26.4M0.59%HELD
67DKSDICKS SPORTING GOODS INC$199.91-2.95%$26.0M0.58%HELD
68JKHYHENRY JACK & ASSOC INC$154.24-4.29%$25.6M0.57%HELD
69AVGOBROADCOM INC$387.844.73%$25.1M0.56%HELD
70MSFTMICROSOFT CORP$451.1015.51%$25.0M0.56%HELD
71TRUTRANSUNION$80.26-4.14%$24.7M0.55%HELD
72GFLGFL ENVIRONMENTAL INC SUB VTG$41.372.81%$24.6M0.55%HELD
73CSLCARLISLE COS INC$369.8810.56%$24.5M0.55%HELD
74RHPRYMAN HOSPITALITY PPTYS INC$133.25-1.71%$24.3M0.54%HELD
75PBPROSPERITY BANCSHARES INC$74.820.79%$24.2M0.54%HELD
76BSYBENTLEY SYS INC COM CL B$35.21-4.73%$24.2M0.54%HELD
77WSCWILLSCOT HLDGS CORP COM CL A$24.03-0.37%$23.9M0.53%HELD
78CHDNCHURCHILL DOWNS INC$82.69-6.60%$23.9M0.53%HELD
79SCVLSHOE CARNIVAL INC$23.6M0.52%HELD
80MORNMORNINGSTAR INC$193.12-2.79%$22.9M0.51%HELD
81PRIPRIMERICA INC$323.32-0.03%$22.7M0.50%HELD
82MSMORGAN STANLEY$210.063.41%$22.2M0.49%HELD
83VLTOVERALTO CORP COM SHS$94.71-4.17%$21.8M0.49%HELD
84DPZDOMINOS PIZZA INC$352.25-2.15%$21.5M0.48%HELD
85UNFUNIFIRST CORP MASS$293.60-2.52%$21.4M0.48%HELD
86KFRCKFORCE INC$56.81-3.81%$19.5M0.43%HELD
87TSMTAIWAN SEMICONDUCTOR MFG LTD$403.317.64%$19.4M0.43%HELD
88USLMUNITED STS LIME & MINERALS INC$112.93-0.06%$18.8M0.42%HELD
89NXRTNEXPOINT RESIDENTIAL TR INC$26.55-1.74%$18.2M0.40%HELD
90JPMJPMORGAN CHASE$350.851.78%$18.1M0.40%HELD
91VVISA INC COM CL A$366.27-0.67%$18.0M0.40%HELD
92SNXTD SYNNEX CORPORATION$252.121.38%$17.9M0.40%HELD
93BAHBOOZ ALLEN HAMILTON HLDG CORP$68.31-2.65%$17.8M0.40%HELD
94ATRAPTARGROUP INC$133.87-1.73%$17.8M0.39%HELD
95ROSTROSS STORES INC$252.570.24%$17.6M0.39%HELD
96LLYELI LILLY & CO$1154.97-4.55%$17.2M0.38%HELD
97MPWRMONOLITHIC PWR SYS INC$1316.185.40%$17.2M0.38%HELD
98UMHUMH PPTYS INC$15.31-2.86%$16.3M0.36%HELD
99INTUINTUIT$315.50-5.29%$15.8M0.35%HELD
100MARMARRIOTT INTL$375.48-1.48%$15.2M0.34%HELD
101WCNWASTE CONNECTIONS INC$15.0M0.33%HELD
102POOLPOOL CORP$14.4M0.32%HELD
103APHAMPHENOL CORP NEW CL A$14.3M0.32%HELD
104VRTVERTIV HOLDINGS$14.1M0.31%HELD
105AMPAMERIPRISE FINL INC$14.0M0.31%HELD
106MSIMOTOROLA SOLUTIONS INC$13.8M0.31%HELD
107CORCENCORA INC$13.3M0.30%HELD
108WABWABTEC$11.7M0.26%HELD
109EBAYEBAY INC.$11.6M0.26%HELD
110LRCXLAM RESEARCH$11.1M0.25%HELD
111CTASCINTAS CORP$11.1M0.25%HELD
112PMPHILIP MORRIS INTL$11.0M0.25%HELD
113TTEKTETRA TECH INC NEW$11.0M0.25%HELD
114COSTCOSTCO WHSL$10.8M0.24%HELD
115BWXTBWX TECHNOLOGIES INC$10.4M0.23%HELD
116NRGNRG ENERGY$10.2M0.23%HELD
117LNGCHENIERE ENERGY INC COM NEW$9.8M0.22%HELD
118ARESARES MANAGEMENT$9.5M0.21%HELD
119AYIACUITY INC$8.9M0.20%HELD
120ECLECOLAB INC$8.8M0.20%HELD
121BKNGBOOKING HOLDINGS INC$7.7M0.17%HELD
122ORCLORACLE CORP$4.6M0.10%HELD
123JBHTHUNT J B TRANS SVCS INC$1.4M0.03%HELD
124FANGDIAMONDBACK ENERGY INC$1.3M0.03%HELD
125AWKAMERICAN WTR WKS CO INC NEW$1.2M0.03%HELD
126BRBROADRIDGE FINL SOLUTIONS INC$1.1M0.03%HELD
127NDAQNASDAQ INC$1.1M0.02%HELD
128REGNREGENERON PHARMACEUTICALS$1.1M0.02%HELD
129RMDRESMED INC$1.1M0.02%HELD
130CTVACORTEVA INC$1.1M0.02%HELD
131MSCIMSCI INC$986K0.02%HELD
132WSMWILLIAMS SONOMA INC$963K0.02%HELD
133VMCVULCAN MATLS CO$929K0.02%HELD
134ELSEQUITY LIFESTYLE PPTYS INC$911K0.02%HELD
135NEENEXTERA ENERGY INC$901K0.02%HELD
136BPOPPOPULAR INC COM NEW$899K0.02%HELD
137EQIXEQUINIX INC$851K0.02%HELD
138ADPAUTOMATIC DATA PROCESSING INC$849K0.02%HELD
139ALLALLSTATE CORP$839K0.02%HELD
140BAMBROOKFIELD ASSET MANAGMT LTD C$756K0.02%HELD
141CRMSALESFORCE INC$694K0.02%HELD
142FIXCOMFORT SYS USA INC$644K0.01%HELD
143XOMEXXON MOBIL CORP$530K0.01%HELD
144HDHOME DEPOT INC$511K0.01%HELD
145BROBROWN & BROWN INC$463K0.01%HELD
146JNJJOHNSON & JOHNSON$442K0.01%HELD
147ALAIR LEASE CORP CL A$337K0.01%HELD
148SHWSHERWIN WILLIAMS CO$329K0.01%HELD
149BLKBLACKROCK INC$287K0.01%HELD
150ABBVABBVIE INC$271K0.01%HELD
151OTISOTIS WORLDWIDE CORP$267K0.01%HELD
152VTRVENTAS INC$247K0.01%HELD
153EGPEASTGROUP PPTYS INC$246K0.01%HELD
154SSNCSS&C TECHNOLOGIES HLDGS INC$239K0.01%HELD
155GEGE AEROSPACE COM NEW$224K0.00%HELD
156EWBCEAST WEST BANCORP INC$220K0.00%HELD
157MMM3M CO$218K0.00%HELD
158IRMIRON MTN INC DEL$214K0.00%HELD
159TSCOTRACTOR SUPPLY CO$205K0.00%HELD
160UNHUNITEDHEALTH GROUP INC$195K0.00%HELD
161ZTSZOETIS INC CL A$186K0.00%HELD
162TXRHTEXAS ROADHOUSE INC$185K0.00%HELD
163DDDUPONT DE NEMOURS INC$149K0.00%HELD
164AMGNAMGEN INC$141K0.00%HELD
165PFEPFIZER INC$140K0.00%HELD
166AMTAMERICAN TOWER CORP NEW$136K0.00%HELD
167ABTABBOTT LABS$128K0.00%HELD
168MCDMCDONALDS CORP$124K0.00%HELD
169GOOGALPHABET INC CAP STK CL C$120K0.00%HELD
170CVLGCOVENANT LOGISTICS GROUP INC C$116K0.00%HELD
171RNGRRANGER ENERGY SVCS INC COM CL$99K0.00%HELD
172ITRNITURAN LOCATION AND CONTROL$98K0.00%HELD
173MRUWYMARUWA CO LTD$91K0.00%HELD
174ALSNALLISON TRANSMISSION HLDGS INC$91K0.00%HELD
175ESOAENERGY SVCS ACQUISITION CORP$90K0.00%HELD
176WSRWHITESTONE REIT$89K0.00%HELD
177NHCNATIONAL HEALTHCARE CORP$89K0.00%HELD
178CLDTCHATHAM LODGING TR$87K0.00%HELD
179REPXRILEY EXPLORATION PERMIAN INC$85K0.00%HELD
180KOPKOPPERS HOLDINGS INC$85K0.00%HELD
181GRCGORMAN RUPP CO$83K0.00%HELD
182ATNIATN INTL INC$82K0.00%HELD
183HIIHUNTINGTON INGALLS INDS INC$82K0.00%HELD
184PFBCPREFERRED BK LOS ANGELES CA CO$81K0.00%HELD
185STRWSTRAWBERRY FIELDS REIT INC$80K0.00%HELD
186ACNACCENTURE PLC IRELAND SHS CLAS$78K0.00%HELD
187ESPESPEY MFG & ELECTRS CORP$77K0.00%HELD
188ODCOIL DRI CORP AMER$77K0.00%HELD
189RICKRCI HOSPITALITY HLDGS INC$75K0.00%HELD
190CASSCASS INFORMATION SYS INC$75K0.00%HELD
191GICGLOBAL INDUSTRIAL COMPANY$75K0.00%HELD
192OSPNONESPAN INC$75K0.00%HELD
193PLBCPLUMAS BANCORP$74K0.00%HELD
194STCSTEWART INFORMATION SVCS CORP$74K0.00%HELD
195PBIPITNEY BOWES INC$73K0.00%HELD
196BNEDBARNES & NOBLE ED INC COM NEW$73K0.00%HELD
197FLXSFLEXSTEEL INDS INC$73K0.00%HELD
198MRKMERCK & CO INC$72K0.00%HELD
199CNOBCONNECTONE BANCORP INC$72K0.00%HELD
200IGICINTL GNRL INSURANCE HLDNGS LTD$72K0.00%HELD
201FSBWFS BANCORP INC$72K0.00%HELD
202KAROKAROOOOO LTD ORD SHS$71K0.00%HELD
203NGVCNATURAL GROCERS BY VITAMIN COT$70K0.00%HELD
204CWCOCONSOLIDATED WATER CO INC$70K0.00%HELD
205TILEINTERFACE INC$70K0.00%HELD
206IDTIDT CORP CL B NEW$68K0.00%HELD
207BSVNBANK7 CORP$68K0.00%HELD
208LNNLINDSAY CORP$67K0.00%HELD
209ARTNAARTESIAN RES CORP CL A$66K0.00%HELD
210UTMDUTAH MED PRODS INC$66K0.00%HELD
211ISTRINVESTAR HLDG CORP$65K0.00%HELD
212EEXEMERALD HOLDING INC$64K0.00%HELD
213SDSANDRIDGE ENERGY INC COM NEW$64K0.00%HELD
214NRCNATIONAL RESH CORP COM NEW$63K0.00%HELD
215KRTKARAT PACKAGING INC$63K0.00%HELD
216SCLSTEPAN CO$62K0.00%HELD
217GEVGE VERNOVA INC$56K0.00%HELD
218CRCTCRICUT INC COM CL A$55K0.00%HELD
219IMMRIMMERSION CORP$48K0.00%HELD
220JILLJ JILL INC$47K0.00%HELD
221TTNDYTECHTRONIC INDS LTD$47K0.00%HELD
222HCKTHACKETT GROUP INC$46K0.00%HELD
223METAMETA PLATFORMS INC CL A$46K0.00%HELD
224TSQTOWNSQUARE MEDIA INC CL A$44K0.00%HELD
225CHDCHURCH & DWIGHT CO INC$42K0.00%HELD
226RPCRIDGEPOST CAP INC CL A COM$41K0.00%HELD
227TJXTJX COS INC NEW$34K0.00%HELD
228TRAKREPOSITRAK INC COM NEW$31K0.00%HELD
229GSGOLDMAN SACHS GROUP INC$29K0.00%HELD
230ROLROLLINS INC$25K0.00%HELD
231FDSFACTSET RESH SYS INC$24K0.00%HELD
232BFCBANK FIRST CORP$24K0.00%HELD
233GILDAN ACTIVEWEAR INC$22K0.00%HELD
234WMT2WELLS FARGO CO NEW$21K0.00%HELD
235LFVNLIFEVANTAGE CORP COM NEW$20K0.00%HELD
236ROKROCKWELL AUTOMATION INC$19K0.00%HELD
237OZKBANK OZK LITTLE ROCK ARK$17K0.00%HELD
238SEICSEI INVTS CO$17K0.00%HELD
239STSENSATA TECHNOLOGIES HLDG PLC$17K0.00%HELD
240TAT&T INC$16K0.00%HELD
241STTSTATE STR CORP$11K0.00%HELD
242GDGENERAL DYNAMICS CORP$10K0.00%HELD
243HOCPYHOYA CORP$10K0.00%HELD
244TCEHYTENCENT HOLDINGS LIMITED$9K0.00%HELD
245ESIELEMENT SOLUTIONS INC$8K0.00%HELD
246CHLSYCHOCOLADEFAB LINDT&SPRUENGLI U$7K0.00%HELD
247NVONOVO-NORDISK A S$7K0.00%HELD
248KRYAYKERRY GROUP PLC$7K0.00%HELD
249SYKSTRYKER$6K0.00%HELD
250CRAICRA INTL INC$5K0.00%HELD
251NOGNORTHERN OIL & GAS INC$1K0.00%HELD
252SNASNAP ON INC$1K0.00%HELD
253COFCAPITAL ONE FINANCIAL$9120.00%HELD
254CHRDCHORD ENERGY CORPORATION COM N$7100.00%HELD
255CTRACOTERRA ENERGY INC$7020.00%HELD
256IPARINTER PARFUMS INC$3850.00%HELD
257BMIBADGER METER INC$1520.00%HELD

Source: SEC EDGAR · accession 0001580642-26-002984. 13F discloses long positions only — shorts, foreign equities, and options are excluded.