Copeland Capital Management, LLC Q4 2018 Filing

Filed January 28, 2019

Portfolio Value

$1.3B

Holdings

149

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (149 positions)

StockValue
CHECHEMED CORP
$31.9M
ENSGTHE ENSIGN GROUP INC
$29.4M
POOLPOOL CORP
$28.2M
JXC1J2 GLOBAL COMMUNICATIONS
$25.9M
EHCENCOMPASS HEALTH CORPORATION
$25.8M
STERIS CORP
$24.9M
CABOCABLE ONE INC
$24.8M
AQN.TOALGONQUIN POWER AND UTILITIES
$24.7M
CASYCASEY'S GENERAL STORES
$23.6M
AWRAMERICAN STATES WATER COMPANY
$23.0M
KWRQUAKER CHEMICAL CORP
$22.3M
BMIBADGER METER INC.
$21.3M
PWIPOWER INTEGRATIONS INC
$20.9M
CVGWCALAVO GROWERS INC
$20.4M
JJSFJ AND J SNACK FOODS
$20.0M
EXPOEXPONENT INC
$20.0M
OGM1COGENT COMMUNICATIONS HOLDINGS
$19.9M
SUXSYNNEX CORPORATION
$19.8M
RRYDER SYSTEMS INC
$19.2M
HCSGHEALTHCARE SERVICES GROUP
$18.9M
EVREVERCORE INC
$18.6M
LFUSLITTELFUSE INC
$18.5M
RHPRYMAN HOSPITALITY PPTYS INC
$18.3M
KWKENNEDY-WILSON HOLDINGS INC
$17.9M
BWXTBWX TECHNOLOGIES INC
$17.6M
CNSCOHEN & STEERS INC
$17.4M
CANTEL MEDICAL CORP
$16.8M
USPHU.S. PHYSICAL THERAPY INC.
$16.7M
CABOT MICROELECTRONICS CORPORA
$16.6M
MORNMORNINGSTAR INC
$16.4M
HOMBHOME BANCSHARES
$15.3M
CHDCHURCH AND DWIGHT
$15.1M
FIXCOMFORT SYSTEMS USA INC.
$13.7M
ROICUSDRETAIL OPPORTUNITY INVST CORP
$13.4M
CORECORE-MARK HOLDING COMPANY
$13.3M
SMPSTANDARD MOTOR PRODUCTS
$13.3M
LOGMEURLOGMEIN INC
$13.0M
MKTXMARKETAXESS HOLDINGS
$13.0M
QTS REALTY TRUST INC CLASS A
$12.7M
WCNWASTE CONNECTIONS INC
$12.7M
MSIMOTOROLA SOLUTIONS INC
$11.7M
OZKBANK OZK
$11.2M
AGMFEDERAL AGRICULTURAL MORTGAGE
$11.2M
A3IAMERISAFE INC
$11.0M
ANTERO MIDSTREAM GP LP
$10.7M
FDSFACTSET RESEARCH SYSTEMS INC
$10.6M
AWCAMERICAN WATER WORKS COMPANY
$10.5M
BRBROADRIDGE FINANCIAL SOLUTIONS
$10.2M
CWEN/ACLEARWAY ENERGY CL A
$9.8M
THOTHOR INDUSTRIES INC
$9.8M
NEENAH INC.
$9.7M
DGXQUEST DIAGNOSTICS
$9.4M
IWMISHARES TR RUSSELL 2000 INDX
$9.3M
MSCIMSCI INC
$9.3M
SCISERVICE CORP INTL
$9.3M
SXISTANDEX INTERNATIONAL CORPORAT
$9.1M
PETSPETMED EXPRESS INC
$9.0M
HRSEURHARRIS CORP
$8.6M
NDSNNORDSON CORP
$8.6M
DPZDOMINO'S PIZZA INC
$8.6M
JKHYJACK HENRY AND ASSOCIATES INC
$8.4M
VVISA
$8.3M
ROSTROSS STORES
$7.9M
HEIHEICO CORP
$7.7M
CTRACABOT OIL AND GAS
$7.6M
OLEDUNIVERSAL DISPLAY CORPORATION
$7.4M
INTUINTUIT
$7.3M
AMTAMERICAN TOWER CORPORATION
$7.3M
AVGOBROADCOM INC
$7.3M
RMERESMED INC
$7.2M
CWENCLEARWAY ENERGY
$6.9M
UNHUNITEDHEALTH GROUP INC
$6.8M
TSCOTRACTOR SUPPLY CO
$6.7M
COSTCOSTCO WHOLESALE
$6.5M
AMGNAMGEN
$6.5M
MDTMEDTRONIC PLC
$6.4M
UNPUNION PACIFIC
$6.3M
CMCSACOMCAST
$6.2M
BABOEING CO
$6.2M
HDHOME DEPOT
$6.2M
ZTSZOETIS
$6.2M
WHWYNDHAM HOTELS & RESORTS INC
$6.1M
AAPLAPPLE INC
$6.0M
DFSEURDISCOVER FINANCIAL
$5.9M
SBUXSTARBUCKS
$5.9M
LMTLOCKHEED MARTIN
$5.8M
PBPROSPERITY BANCSHARES
$5.8M
JPMJPMORGAN CHASE
$5.6M
HRLHORMEL FOODS
$5.6M
EXPEEXPEDIA GROUP INC
$5.5M
AREALEXANDRIA REAL ESTATE EQUITIE
$5.4M
EQIXEQUINIX INC
$5.3M
PHILLIPS 66 PARTNERS LP
$5.3M
BLKCHFBLACKROCK INC
$5.2M
CGNXCOGNEX CORPORATION
$5.0M
SNASNAP-ON INC
$4.9M
A4SAMERIPRISE FINANCIAL INC
$4.9M
ADTADT CORPORATION
$4.7M
FAFFIRST AMERICAN FINL
$4.7M
TTCTORO CO
$4.6M
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