Copeland Capital Management, LLC Q1 2024 Filing

Filed April 19, 2024

Portfolio Value

$5.5B

Holdings

272

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (272 positions)

#StockSharesValue% PortfolioType
1
ENSGENSIGN GROUP
1,031,288$128.3B2332.02%
2
KNSLKINSALE CAPITAL GROUP INC
227,783$119.5B2172.35%
3
CASYCASEY'S GENERAL STORES INC
334,281$106.5B1934.70%
4
EHCENCOMPASS HEALTH
1,257,322$103.8B1887.05%
5
SXISTANDEX INTL CORP
550,404$100.3B1822.81%
6
WINGWINGSTOP INC
268,075$98.2B1785.15%
7
HLNEHAMILTON LANE
851,242$96.0B1744.50%
8
ALAIR LEASE CORP
1,811,496$93.2B1693.56%
9
NOGNORTHERN OIL AND GAS INC
2,217,989$88.0B1599.53%
10
USPHU.S. PHYSICAL THERAPY INC
770,221$86.9B1580.00%
11
IPARINTER PARFUMS INC
618,684$86.9B1579.93%
12
TTEKTETRA TECH INC
467,800$86.4B1570.41%
13
LMATLEMAITRE VASCULAR INC
1,290,893$85.7B1556.89%
14
CNSCOHEN & STEERS INC
1,074,209$82.6B1501.14%
15
CHECHEMED CORP
128,105$82.2B1494.56%
16
BCBRUNSWICK CORP
849,080$82.0B1489.46%
17
BWXTBWX TECHNOLOGIES
798,568$81.9B1489.38%
18
ALSNALLISON TRANSMISSION HOLDING
1,002,779$81.4B1479.14%
19
NXSTNEXSTAR MEDIA GROUP INC
460,748$79.4B1442.73%
20
CIVICIVITAS RESOURCES INC
1,037,258$78.7B1431.03%
21
HOMBHOME BANCSHARES INC
3,200,830$78.6B1429.32%
22
OZKBANK OZK
1,696,756$77.1B1401.88%
23
STVNSTEVANATO GROUP SPA
2,402,115$77.1B1401.40%
24
CHRDCHORD ENERGY CORP
431,916$77.0B1399.16%
25
OLEDUNIVERSAL DISPLAY
451,666$76.1B1382.77%
26
TNLTRAVEL & LEISURE CO
1,534,380$75.1B1365.33%
27
1939900DBROOKFIELD INFRASTRUCTURE-A
2,065,231$74.4B1352.75%
28
TRNOTERRENO REALTY CORP
1,113,893$74.0B1344.23%
29
PWIPOWER INTEGRATIONS INC
987,372$70.6B1283.96%
30
VMIVALMONT INDUSTRIES
303,135$69.2B1257.67%
31
CGNXCOGNEX CORP
1,595,899$67.7B1230.38%
32
KWRQUAKER CHEMICAL CORPORATION
327,051$67.1B1220.00%
33
SSTKSHUTTERSTOCK INC
1,450,155$66.4B1207.36%
34
UFPIUFP PACKAGING
537,937$66.2B1202.64%
35
PRGOPERRIGO COMPANY
2,041,604$65.7B1194.41%
36
RSRELIANCE INC
191,381$64.0B1162.37%
37
OGM1COGENT COMMUNICATIONS
962,311$62.9B1142.59%
38
LSTRLANDSTAR SYSTEM INC
325,675$62.8B1140.94%
39
LFUSLITTELFUSE INC
256,993$62.3B1131.95%
40
HXLHEXCEL CORP
827,274$60.3B1095.32%
41
KLICKULICKE & SOFFA INDUSTRIES
1,197,787$60.3B1095.21%
42
MTRNMATERION CORP
456,736$60.2B1093.65%
43
CNXCCONCENTRIX CORP
874,972$57.9B1053.04%
44
CPKCHESAPEAKE UTILITIES CORP
536,856$57.6B1046.94%
45
AGMFEDERAL AGRIC MTG CORP-CL C
288,766$56.9B1033.26%
46
UTZUTZ BRANDS INC
3,033,925$55.9B1016.78%
47
CRAICRA INTERNATIONAL INC
372,247$55.7B1011.97%
48
SCVLSHOE CARNIVAL INC
1,498,141$54.9B997.63%
49
UNFUNIFIRST CORP/MA
296,188$51.4B933.59%
50
NSPINSPERITY INC
467,770$51.3B931.85%
51
STESTERIS PLC
220,232$49.5B899.87%
52
LKFNLAKELAND FINANCIAL CORP
740,353$49.1B892.37%
53
POOLPOOL CORP
112,427$45.4B824.48%
54
DKSDICKS SPORTING GOODS INC
198,656$44.7B811.85%
55
CBTCABOT CORP
477,829$44.1B800.69%
56
CSLCARLISLE COS INC
107,236$42.0B763.70%
57
EXPIEXP WORLD HOLDING
3,941,876$40.7B740.06%
58
BAHBOOZ ALLEN HAMILTON HOLDINGS
266,148$39.5B718.02%
59
UMHUMH PROPERTIES
2,421,907$39.3B714.84%
60
BRBROADRIDGE FINANCIAL SOLUTIO
191,765$39.3B713.98%
61
DPZDOMINO'S PIZZA INC
78,193$38.9B706.13%
62
FDSFACTSET RESEARCH SYSTEMS INC
85,110$38.7B702.87%
63
ROFKFORCE INC
534,835$37.7B685.48%
64
MTDRMATADOR RESOURCES CO
524,269$35.0B636.21%
65
WCCWESCO INTERNATIONAL INC
199,013$34.1B619.51%
66
NDSNNORDSON CORP COM
122,143$33.5B609.45%
67
MORNMORNINGSTAR INC
104,693$32.3B586.75%
68
CHRCHURCHILL DOWNS
260,025$32.2B584.82%
69
AVGOBROADCOM INC
24,213$32.1B583.25%
70
PZZAPAPA JOHNS INTERNATIONAL INC
473,174$31.5B572.74%
71
GFLGFL ENVIRONMENTAL
896,708$30.9B562.25%
72
JKHYJACK HENRY & ASSOCIATES INC
177,561$30.8B560.64%
73
PBPROSPERITY BANCSHARES INC
454,106$29.9B542.89%
74
SNDRSCHNEIDER NATL INC
1,294,385$29.3B532.60%
75
NXRTNEXPOINT RESIDENTIAL
896,238$28.8B524.33%
76
MSFTMICROSOFT CORP
65,344$27.5B499.65%
77
TRUTRANSUNION
339,132$27.1B491.85%
78
DGXQUEST DIAGNOSTICS
197,427$26.3B477.62%
79
CUBECUBESMART
567,597$25.7B466.48%
80
HIIHUNTINGTON INGALLS INDUSTRIE
83,344$24.3B441.50%
81
GLGLOBE LIFE INC
208,525$24.3B441.02%
82
VVISA INC
83,054$23.2B421.26%
83
WCNWASTE CONNECTIONS INC
129,467$22.3B404.74%
84
UNHUNITEDHEALTH GROUP INC
43,009$21.3B386.69%
85
FANGDIAMONDBACK ENERGY
104,176$20.6B375.20%
86
MSIMOTOROLA SOLUTIONS INC
56,587$20.1B365.08%
87
LLYLILLY ELI & CO
25,477$19.8B360.22%
88
CABOCABLE ONE INC
46,296$19.6B356.02%
89
AAPLAPPLE INC
114,111$19.6B355.63%
90
A4SAMERIPRISE FINANCIAL INC
43,089$18.9B343.36%
91
DWDMORGAN STANLEY
198,591$18.7B339.85%
92
INTUINTUIT INC
28,733$18.7B339.43%
93
IRMDIRADIMED CORP
418,149$18.4B334.31%
94
MSCIMSCI INC
30,960$17.4B315.35%
95
CDWCDW CORP/DE
66,617$17.0B309.68%
96
SHWSHERWIN-WILLIAMS
48,925$17.0B308.84%
97
OTISOTIS WORLDWIDE
168,831$16.8B304.60%
98
COSTCOSTCO WHOLESALE
22,741$16.7B302.80%
99
PSMTPRICESMART INC
192,930$16.2B294.54%
100
ROSTROSS STORES INC
110,045$16.2B293.52%
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