Copeland Capital Management, LLC has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $5.24 Billion distributed in 322 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ensign Group, Inc with a value of $128M, Encompass Health Corp with a value of $109M, Hamilton Lane Inc with a value of $106M, Caseys General Stores Inc with a value of $104M, and Wingstop Inc. with a value of $96.6M.
Examining the 13F form we can see an decrease of $171M in the current position value, from $5.41B to 5.24B.
Below you can find more details about Copeland Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$5.24 Billion
Industrials: $1.13 Billion
Technology: $754 Million
Healthcare: $717 Million
Financial Services: $631 Million
Consumer Cyclical: $625 Million
Energy: $317 Million
Real Estate: $293 Million
Basic Materials: $285 Million
Other: $485 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions