Copeland Capital Management, LLC Q1 2020 Filing

Filed April 29, 2020

Portfolio Value

$1.5B

Holdings

128

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (128 positions)

StockValue
CHECHEMED CORP
$46.3M
AQN.TOALGONQUIN POWER AND UTILITIES
$38.6M
EHCENCOMPASS HEALTH
$37.0M
OGM1COGENT COMMUNICATIONS HOLDINGS
$36.1M
TTEKTETRA TECH
$34.4M
POOLPOOL CORP
$33.7M
ENSGTHE ENSIGN GROUP INC
$32.0M
PWIPOWER INTEGRATIONS INC
$31.6M
BMIBADGER METER INC.
$31.5M
COLDAMERICOLD REALTY TRUST
$30.6M
BWXTBWX TECHNOLOGIES
$30.1M
AWRAMERICAN STATES WATER COMPANY
$29.0M
CVGWCALAVO GROWERS
$28.7M
QTS REALTY TRUST INC CLASS A
$27.6M
CABOT MICROELECTRONICS CORPORA
$27.4M
CASYCASEY'S GENERAL STORES
$27.3M
CORECORE-MARK HOLDING COMPANY
$27.2M
CNSCOHEN & STEERS INC
$26.7M
MSMMSC INDL DIRECT
$25.8M
KWRQUAKER CHEMICAL
$24.3M
EXPOEXPONENT INC
$23.6M
JJSFJ AND J SNACK FOODS
$23.0M
LFUSLITTELFUSE INC
$22.9M
MNROMONRO MUFFLER BRAKE INC
$20.6M
KWKENNEDY-WILSON HOLDINGS INC
$20.5M
USPHU.S. PHYSICAL THERAPY INC.
$20.3M
OLEDUNIVERSAL DISPLAY CORPORATION
$20.1M
HOMBHOME BANCSHARES
$19.3M
OZKBANK OZK
$19.2M
EVREVERCORE INC
$17.5M
MORNMORNINGSTAR INC
$17.1M
NXSTNEXSTAR MEDIA GROUP INC
$17.0M
A3IAMERISAFE INC
$16.9M
MANTECH INTERNATIONAL CORPORAT
$16.3M
CANTEL MEDICAL CORP
$15.5M
LKFNLAKELAND FINANCIAL CORPORATION
$15.2M
SMPSTANDARD MOTOR PRODUCTS
$15.2M
FIXCOMFORT SYSTEMS USA INC.
$15.2M
LMATLEMAITRE VASCULAR INC
$15.0M
RRYDER SYSTEMS INC
$14.8M
AWCAMERICAN WATER WORKS COMPANY
$14.7M
AGMFEDERAL AGRICULTURAL MORTGAGE
$14.4M
MKTXMARKETAXESS HOLDINGS
$13.9M
FDSFACTSET RESEARCH SYSTEMS INC
$13.8M
CABOCABLE ONE INC
$13.8M
SXISTANDEX INTERNATIONAL CORPORAT
$13.5M
DPZDOMINO'S PIZZA INC
$13.3M
AANUSDAARONS INC
$13.0M
MMSMAXIMUS INC
$13.0M
LSTRLANDSTAR SYSTEM INC
$12.9M
MGPIMGP INGREDIENTS INC
$12.7M
CHDCHURCH AND DWIGHT
$12.7M
CPKCHESAPEAKE UTILITIES
$11.8M
NEENAH INC.
$11.6M
RMERESMED INC
$11.6M
BRBROADRIDGE FINANCIAL SOLUTIONS
$11.4M
STESTERIS CORP
$10.9M
TSCOTRACTOR SUPPLY CO
$10.8M
AREALEXANDRIA REAL ESTATE EQUITIE
$10.5M
DGXQUEST DIAGNOSTICS
$10.4M
NDSNNORDSON CORP
$9.6M
JKHYJACK HENRY AND ASSOCIATES INC
$9.1M
CITIC TELECOM INTERNATIONAL HO
$9.0M
HIIHUNTINGTON INGALLS INDUSTRIES
$8.4M
DFSEURDISCOVER FINANCIAL
$8.3M
CTRACABOT OIL AND GAS
$8.2M
TTCTORO CO
$7.5M
NMRKNEWMARK GROUP INC-CLASS A
$7.4M
CGNXCOGNEX CORPORATION
$7.4M
SNASNAP-ON INC
$6.5M
PBPROSPERITY BANCSHARES
$6.3M
UGIUGI CORP
$6.3M
AMTAMERICAN TOWER CORPORATION
$5.8M
VVISA
$5.7M
HEIHEICO CORP
$5.6M
LUMINEX CORP
$5.5M
LAMRLAMAR ADVERTISING COMPANY CLAS
$5.5M
AAPLAPPLE INC
$5.4M
GLGLOBAL LIFE INC
$5.1M
NXRTNEXPOINT RESIDENTIAL TRUST
$4.9M
UNHUNITEDHEALTH GROUP INC
$4.9M
WCNWASTE CONNECTIONS INC
$4.8M
ROSTROSS STORES
$4.8M
EQIXEQUINIX INC
$4.6M
COSTCOSTCO WHOLESALE
$4.5M
BLKCHFBLACKROCK INC
$4.3M
LMTLOCKHEED MARTIN
$4.3M
HDHOME DEPOT
$4.2M
ZTSZOETIS
$4.2M
UNPUNION PACIFIC
$4.1M
AVGOBROADCOM INC
$4.1M
SBUXSTARBUCKS
$4.0M
MSIMOTOROLA SOLUTIONS INC
$3.9M
PHILLIPS 66 PARTNERS LP
$3.9M
CMCSACOMCAST
$3.8M
INTUINTUIT
$3.8M
MDTMEDTRONIC PLC
$3.7M
ECLECOLAB
$3.6M
JPMJPMORGAN CHASE
$3.6M
SHWSHERWIN WILLIAMS
$3.5M
Page 1 of 2Next