Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Copeland Capital Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Copeland Capital Management, LLC (CIK 1541743) reported $4.87B across 265 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: KLIC ($133.8M, 2.75%), PSMT ($119.1M, 2.45%), LFUS ($114.4M, 2.35%), CGNX ($96.0M, 1.97%), AAON ($95.2M, 1.96%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1KLICKULICKE & SOFFA INDS INC$133.8M2.75%1.0MTrimmed
2PSMTPRICESMART INC$119.1M2.45%609,883Trimmed
3LFUSLITTELFUSE INC$114.4M2.35%251,346Trimmed
4CGNXCOGNEX CORP$96.0M1.97%1.3MTrimmed
5AAONAAON INC$95.2M1.96%750,196Trimmed
6YOUCLEAR SECURE INC COM CL A$93.8M1.93%1.7MTrimmed
7VMIVALMONT INDS INC$93.0M1.91%161,012Trimmed
8ENSGENSIGN GROUP INC$91.2M1.87%568,896Trimmed
9HXLHEXCEL CORP NEW$87.8M1.80%877,777Trimmed
10EHCENCOMPASS HEALTH CORP$86.5M1.78%855,415Trimmed
11LMATLEMAITRE VASCULAR INC$80.6M1.65%839,463Trimmed
12NSSCNAPCO SEC TECHNOLOGIES INC$76.6M1.57%2.0MAdded
13EEEXCELERATE ENERGY INC CL A COM$75.0M1.54%2.0MAdded
14TNLTRAVEL PLUS LEISURE CO$74.1M1.52%969,930Trimmed
15POWIPOWER INTEGRATIONS INC$73.9M1.52%882,810Trimmed
16WCCWESCO INTL INC$73.7M1.51%213,242Trimmed
17BCBRUNSWICK CORP$71.5M1.47%849,283Trimmed
18HOMBHOME BANCSHARES INC$69.8M1.43%2.4MTrimmed
19CTRECARETRUST REIT INC$68.4M1.41%1.7MTrimmed
20MTRNMATERION CORP$67.7M1.39%227,669Trimmed
21CHECHEMED CORP NEW$67.5M1.39%145,007Trimmed
22AZZAZZ INC$67.5M1.39%435,558Trimmed
23LSTRLANDSTAR SYS INC$66.2M1.36%319,978Trimmed
24SFBSSERVISFIRST BANCSHARES INC$64.0M1.31%737,503Trimmed
25MTDRMATADOR RES CO$61.9M1.27%1.2MTrimmed

Source: SEC Form 13F filings · as of 2026-06-30