Copeland Capital Management, LLC Q3 2018 Filing

Filed November 1, 2018

Portfolio Value

$1.7B

Holdings

144

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (144 positions)

StockValue
EHCENCOMPASS HEALTH CORPORATION
$36.8M
CHECHEMED CORP
$31.3M
STERIS CORP
$31.1M
ENSGTHE ENSIGN GROUP INC
$29.7M
POOLPOOL CORP
$28.7M
JXC1J2 GLOBAL COMMUNICATIONS
$26.0M
AQN.TOALGONQUIN POWER AND UTILITIES
$24.7M
OZKBANK OZK
$24.6M
FIXCOMFORT SYSTEMS USA INC.
$22.6M
EVREVERCORE INC
$22.4M
CABOCABLE ONE INC
$22.2M
KWRQUAKER CHEMICAL CORP
$21.6M
BWXTBWX TECHNOLOGIES INC
$21.6M
MSIMOTOROLA SOLUTIONS INC
$20.8M
WCNWASTE CONNECTIONS INC
$20.6M
OGM1COGENT COMMUNICATIONS HOLDINGS
$20.6M
EXPOEXPONENT INC
$20.5M
CASYCASEY'S GENERAL STORES
$20.1M
HEIHEICO CORP
$19.7M
CHDCHURCH AND DWIGHT
$19.7M
ROSTROSS STORES
$19.6M
RHPRYMAN HOSPITALITY PPTYS INC
$19.4M
JKHYJACK HENRY AND ASSOCIATES INC
$19.3M
BMIBADGER METER INC.
$18.8M
USPHU.S. PHYSICAL THERAPY INC.
$18.7M
CVGWCALAVO GROWERS INC
$18.6M
ANTERO MIDSTREAM GP LP
$18.5M
RRYDER SYSTEMS INC
$18.5M
MORNMORNINGSTAR INC
$18.3M
PWIPOWER INTEGRATIONS INC
$18.3M
KWKENNEDY-WILSON HOLDINGS INC
$18.2M
CNSCOHEN & STEERS INC
$18.1M
HOMBHOME BANCSHARES
$17.8M
DFSEURDISCOVER FINANCIAL
$17.6M
LFUSLITTELFUSE INC
$17.4M
BRBROADRIDGE FINANCIAL SOLUTIONS
$17.2M
JJSFJ AND J SNACK FOODS
$17.2M
DGXQUEST DIAGNOSTICS
$17.2M
AWRAMERICAN STATES WATER COMPANY
$16.9M
HRSEURHARRIS CORPORATION
$16.4M
INTUINTUIT
$16.3M
FDSFACTSET RESEARCH SYSTEMS INC
$16.1M
CORECORE-MARK HOLDING COMPANY
$15.8M
CANTEL MEDICAL CORP
$15.8M
NDSNNORDSON CORP
$15.7M
SCISERVICE CORP INTL
$15.7M
ZTSZOETIS
$15.6M
CABOT MICROELECTRONICS CORPORA
$15.1M
EXPEEXPEDIA GROUP INC
$14.8M
HCSGHEALTHCARE SERVICES GROUP
$14.6M
NEENAH INC.
$14.4M
SXISTANDEX INTERNATIONAL CORPORAT
$14.3M
CTRACABOT OIL AND GAS
$14.3M
OKEONEOK
$14.1M
AWCAMERICAN WATER WORKS COMPANY
$14.0M
MSCIMSCI INC
$13.7M
AGMFEDERAL AGRICULTURAL MORTGAGE
$13.7M
DPZDOMINO'S PIZZA INC
$13.7M
A4SAMERIPRISE FINANCIAL INC
$13.4M
THOTHOR INDUSTRIES INC
$13.3M
SHWSHERWIN WILLIAMS
$13.2M
SMPSTANDARD MOTOR PRODUCTS
$13.2M
QTS REALTY TRUST INC CLASS A
$13.1M
ROICUSDRETAIL OPPORTUNITY INVST CORP
$12.9M
RMERESMED INC
$12.8M
TSCOTRACTOR SUPPLY CO
$12.2M
LADLITHIA MOTORS INC
$12.1M
MKTXMARKETAXESS HOLDINGS
$12.1M
A3IAMERISAFE INC
$11.9M
SNASNAP-ON INC
$11.6M
EQIXEQUINIX INC
$11.5M
PAYXPAYCHEX INC
$11.3M
CWEN/ACLEARWAY ENERGY CL A
$11.1M
PETSPETMED EXPRESS INC
$11.1M
NEUNEWMARKET
$10.8M
XLNXEURXILINX
$10.8M
SUXSYNEX CORPORATION
$10.6M
HRLHORMEL FOODS
$10.0M
ADTADT CORPORATION
$9.8M
CGNXCOGNEX CORPORATION
$9.7M
WHWYNDHAM HOTELS & RESORTS INC
$9.7M
AREALEXANDRIA REAL ESTATE EQUITIE
$9.6M
VVISA
$9.5M
PRGOPERRIGO COMPANY
$9.4M
OLEDUNIVERSAL DISPLAY CORPORATION
$9.2M
PBPROSPERITY BANCSHARES
$8.9M
COSTCOSTCO WHOLESALE
$8.6M
UNHUNITEDHEALTH GROUP INC
$8.5M
IFFINTL FLAVORS AND FRAGRANCES
$8.3M
AAPLAPPLE INC
$8.0M
HDHOME DEPOT
$7.8M
FBINFORTUNE BRANDS HOME & SEC INC
$7.7M
AVGOBROADCOM INC
$7.7M
FAFFIRST AMERICAN FINL
$7.6M
LOGMEURLOGMEIN INC
$7.4M
TTCTORO CO
$7.2M
BABOEING CO
$7.1M
ROKROCKWELL AUTOMATION
$6.9M
UNPUNION PACIFIC
$6.9M
AMGNAMGEN
$6.9M
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