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Copeland Capital Management, LLC

Copeland Capital Management, LLC is an Investment Adviser institutional filer with the SEC under CIK 1541743, reporting 305 portfolio positions, with 22 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-13

Top 10 portfolio positions

The largest reported holdings in Copeland Capital Management, LLC's most recent 13F filing, ranked by reported market value.

  1. ENSIGN GROUP INC (ENSG)
  2. ENCOMPASS HEALTH CORP (EHC)
  3. U S PHYSICAL THERAPY (USPH)
  4. LEMAITRE VASCULAR INC (LMAT)
  5. PRICESMART INC (PSMT)
  6. CHEMED CORP NEW (CHE)
  7. NAPCO SEC TECHNOLOGIES INC (NSSC)
  8. CLEAR SECURE INC COM CL A (YOU)
  9. HOME BANCSHARES INC (HOMB)
  10. LITTELFUSE INC (LFUS)
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