Copeland Capital Management, LLC has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $5.41 Billion distributed in 448 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ensign Group, Inc with a value of $128M, Kinsale Capital Group, Inc. with a value of $120M, Caseys General Stores Inc with a value of $106M, Encompass Health Corp with a value of $104M, and Standex International Corp with a value of $100M.

Examining the 13F form we can see an increase of $493M in the current position value, from $4.92B to 5.41B.

Below you can find more details about Copeland Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $5.41 Billion
Industrials: $1.13 Billion
Healthcare: $785 Million
Financial Services: $775 Million
Consumer Cyclical: $703 Million
Technology: $625 Million
Basic Materials: $331 Million
Energy: $322 Million
Real Estate: $241 Million
Other: $501 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 448
  • Current Value $5.41 Billion
  • Prior Value $4.92 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 19, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 12 stocks
  • Additional Purchases 163 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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