Copeland Capital Management, LLC Portfolio Holdings
Copeland Capital Management, LLC
- $5.24 Billion
- Q4 2024
Copeland Capital Management, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.24 Billion distributed in 470 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ensign Group, Inc with a value of $125M, Encompass Health Corp with a value of $119M, Hamilton Lane Inc with a value of $116M, Lemaitre Vascular Inc with a value of $108M, and Kinsale Capital Group, Inc. with a value of $106M.
Examining the 13F form we can see an decrease of $367M in the current position value, from $5.61B to 5.24B.
Below you can find more details about Copeland Capital Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 470
- Current Value $5.24 Billion
- Prior Value $5.61 Billion
- Filing
- Period Q4 2024
- Filing Date January 24, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 25 stocks
- Additional Purchases 94 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks