Copeland Capital Management, LLC Q2 2019 Filing

Filed July 19, 2019

Portfolio Value

$1.8B

Holdings

145

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (145 positions)

StockValue
CHECHEMED CORP
$49.5M
POOLPOOL CORP
$47.5M
ENSGTHE ENSIGN GROUP INC
$46.4M
AQN.TOALGONQUIN POWER AND UTILITIES
$38.5M
AWRAMERICAN STATES WATER COMPANY
$37.3M
TTEKTETRA TECH INC NEW COM
$36.4M
CABOCABLE ONE INC
$36.3M
PWIPOWER INTEGRATIONS INC
$36.3M
CNSCOHEN & STEERS INC
$35.8M
CVGWCALAVO GROWERS INC
$35.4M
EHCENCOMPASS HEALTH CORPORATION
$35.0M
BMIBADGER METER INC.
$34.0M
KWRQUAKER CHEMICAL CORP
$33.7M
SUXSYNNEX CORPORATION
$32.8M
CASYCASEY'S GENERAL STORES
$32.3M
RRYDER SYSTEMS INC
$31.8M
BWXTBWX TECHNOLOGIES
$31.8M
EVREVERCORE INC
$31.4M
CORECORE-MARK HOLDING COMPANY
$31.0M
LOGMEURLOGMEIN INC
$30.1M
LFUSLITTELFUSE INC
$29.8M
JJSFJ AND J SNACK FOODS
$29.7M
CANTEL MEDICAL CORP
$29.4M
HOMBHOME BANCSHARES
$29.3M
RHPRYMAN HOSPITALITY PPTYS INC
$29.3M
KWKENNEDY-WILSON HOLDINGS INC
$28.4M
COLDAMERICOLD REALTY TRUST
$28.0M
OZKBANK OZK
$27.8M
BLMNBLOOMIN BRANDS INC
$27.7M
OGM1COGENT COMMUNICATIONS HOLDINGS
$27.7M
AMANTERO MIDSTREAM CORPORATION
$26.0M
CABOT MICROELECTRONICS CORPORA
$25.7M
USPHU.S. PHYSICAL THERAPY INC.
$25.7M
QTS REALTY TRUST INC CLASS A
$21.4M
MORNMORNINGSTAR INC
$20.8M
FIXCOMFORT SYSTEMS USA INC.
$20.6M
OLEDUNIVERSAL DISPLAY CORPORATION
$19.5M
HCSGHEALTHCARE SERVICES GROUP
$18.8M
EXPOEXPONENT INC
$18.7M
AGMFEDERAL AGRICULTURAL MORTGAGE
$18.3M
DKDELEK US HOLDINGS INC
$17.3M
AWCAMERICAN WATER WORKS COMPANY
$16.7M
A3IAMERISAFE INC
$16.2M
SMPSTANDARD MOTOR PRODUCTS
$16.1M
SXISTANDEX INTERNATIONAL CORPORAT
$15.8M
LKFNLAKELAND FINANCIAL CORPORATION
$15.6M
CHDCHURCH AND DWIGHT
$15.5M
NEENAH INC.
$14.9M
BRBROADRIDGE FINANCIAL SOLUTIONS
$14.2M
MKTXMARKETAXESS HOLDINGS
$14.2M
STESTERIS CORP
$13.3M
HEIHEICO CORP
$13.0M
TSCOTRACTOR SUPPLY CO
$12.2M
FDSFACTSET RESEARCH SYSTEMS INC
$12.1M
DGXQUEST DIAGNOSTICS
$11.7M
WHWYNDHAM HOTELS & RESORTS INC
$11.1M
UGIUGI CORP
$11.0M
RMERESMED INC
$10.9M
LMATLEMAITRE VASCULAR INC
$10.8M
SCISERVICE CORP INTL
$10.8M
DPZDOMINO'S PIZZA INC
$10.4M
CTRACABOT OIL AND GAS
$10.0M
NDSNNORDSON CORP
$9.7M
MSCIMSCI INC
$9.6M
PHILLIPS 66 PARTNERS LP
$9.5M
AREALEXANDRIA REAL ESTATE EQUITIE
$9.3M
COR1EURCORESITE REALTY CORPORATION
$8.8M
CMCSACOMCAST
$8.7M
PBPROSPERITY BANCSHARES
$8.6M
HIIHUNTINGTON INGALLS INDUSTRIES
$8.6M
CGNXCOGNEX CORPORATION
$8.5M
FAFFIRST AMERICAN FINL
$8.2M
JKHYJACK HENRY AND ASSOCIATES INC
$7.9M
TTCTORO CO
$7.8M
SNASNAP-ON INC
$7.7M
IFFINTL FLAVORS AND FRAGRANCES
$6.8M
ADTADT INC
$6.7M
VVISA
$5.9M
NEENEXTERA ENERGY
$5.3M
ROSTROSS STORES
$5.1M
WCNWASTE CONNECTIONS INC
$5.1M
AMTAMERICAN TOWER CORPORATION
$5.1M
XELXCEL ENERGY
$4.7M
ECLECOLAB
$4.5M
PSXPHILLIPS 66
$4.2M
UNPUNION PACIFIC
$4.2M
AVGOBROADCOM INC
$4.2M
UNHUNITEDHEALTH GROUP INC
$4.2M
HDHOME DEPOT
$4.1M
LMTLOCKHEED MARTIN
$4.1M
SBUXSTARBUCKS
$4.0M
BABOEING CO
$4.0M
DFSEURDISCOVER FINANCIAL
$3.9M
AAPLAPPLE INC
$3.8M
WECWEC ENERGY GROUP
$3.8M
COSTCOSTCO WHOLESALE
$3.8M
IAA-WUSDIAA INC
$3.8M
SYKSTRYKER CORP
$3.7M
A4SAMERIPRISE FINANCIAL INC
$3.6M
ATOATMOS ENERGY
$3.6M
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