Copeland Capital Management, LLC

Institutional manager·CIK 0001541743

Annual return

—

SPY

—

Alpha

—

Invested

$9B

Holdings

256

Trades YTD

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

In development

Quarterly performance not yet computed for this fund.

The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.

Top holdings · current snapshot

Source: 13F-HR

$ENSG

ENSIGN GROUP INC

Q1 2026: Exited (was 73.7k shares)

2.7%

$PSMT

PRICESMART INC

Q1 2026: Exited (was 78.0k shares)

2.2%

$LMAT

LEMAITRE VASCULAR INC

Q1 2026: Exited (was 99.8k shares)

2.1%

$LFUS

LITTELFUSE INC

Q1 2026: Exited (was 42.8k shares)

2.0%

$WCC

WESCO INTL INC

Q1 2026: Exited (was 51.5k shares)

2.0%

$EHC

ENCOMPASS HEALTH

Q1 2026: Exited (was 78.9k shares)

1.9%

$YOU

CLEAR SECURE INC COM CL A

Q1 2026: Exited (was 310.5k shares)

1.9%

$MTDR

MATADOR RES CO

Q1 2026: Exited (was 213.1k shares)

1.8%

$VMI

VALMONT INDS INC

Q1 2026: Exited (was 27.7k shares)

1.8%

$NSSC

NAPCO SEC TECHNOLOGIES INC

Q1 2026: Exited (was 1.42M shares)

1.8%

See all 256 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Last refreshed 05:41 UTC.