Copeland Capital Management, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.85 Billion distributed in 460 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Encompass Health Corp with a value of $128M, Ensign Group, Inc with a value of $119M, Hamilton Lane Inc with a value of $114M, Kinsale Capital Group, Inc. with a value of $108M, and Caseys General Stores Inc with a value of $103M.
Examining the 13F form we can see an decrease of $391M in the current position value, from $5.24B to 4.85B.
Also it can be appreciated an additional of 17 stocks purchases and 1 closed positions.
Below you can find more details about Copeland Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.85 Billion
Industrials: $1.12 Billion
Healthcare: $745 Million
Financial Services: $679 Million
Technology: $668 Million
Consumer Cyclical: $548 Million
Real Estate: $301 Million
Basic Materials: $300 Million
Energy: $174 Million
Other: $319 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
