§ 13F · FUND PROFILE
Copeland Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4.9B (13F)Positions · 459Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$132M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ENSG | ENSIGN GROUP INC | 507K | $102M | 2.3% | −7% |
| 2 | PSMT | PRICESMART INC | 535K | $80M | 1.8% | −2% |
| 3 | LMAT | LEMAITRE VASCULAR INC | 735K | $80M | 1.8% | −2% |
| 4 | LFUS | LITTELFUSE INC | 219K | $74M | 1.7% | −12% |
| 5 | WCC | WESCO INTL INC | 267K | $73M | 1.6% | −12% |
| 6 | YOU | CLEAR SECURE INC COM CL A | 1.49M | $72M | 1.6% | −22% |
| 7 | NSSC | NAPCO SEC TECHNOLOGIES INC | 1.76M | $69M | 1.5% | +41% |
| 8 | MTDR | MATADOR RES CO | 1.07M | $68M | 1.5% | −9% |
| 9 | EHC | ENCOMPASS HEALTH | 700K | $68M | 1.5% | +17% |
| 10 | VMI | VALMONT INDS INC | 169K | $67M | 1.5% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COPELAND SIGNAL
AC read
Copeland Capital Management, LLC is a Other fund managing $4.9 billion in assets. The fund runs a broad portfolio of 459 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed