Copeland Capital Management, LLC Portfolio Holdings
Copeland Capital Management, LLC
- $5.61 Billion
- Q3 2024
Copeland Capital Management, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.61 Billion distributed in 456 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Hamilton Lane Inc with a value of $145M, Ensign Group, Inc with a value of $135M, Encompass Health Corp with a value of $124M, Lemaitre Vascular Inc with a value of $108M, and Kinsale Capital Group, Inc. with a value of $108M.
Examining the 13F form we can see an increase of $367M in the current position value, from $5.24B to 5.61B.
Below you can find more details about Copeland Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$5.61 Billion
Industrials: $1.22 Billion
Technology: $782 Million
Healthcare: $762 Million
Financial Services: $749 Million
Consumer Cyclical: $674 Million
Real Estate: $378 Million
Basic Materials: $329 Million
Energy: $266 Million
Other: $447 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 456
- Current Value $5.61 Billion
- Prior Value $5.24 Billion
- Filing
- Period Q3 2024
- Filing Date October 21, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 138 stocks
- Additional Purchases 75 stocks
- Sold out of 0 stocks
- Reduced holdings in 60 stocks