StockDriftsStockDriftsTop 50 Copeland Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ENSG | ENSIGN GROUP INC | 2.2% | 554.2K | $95.3M | -2.58%(-14.69K) | $41.34(+318.60%) | 2026-09-30 | |
| EHC | ENCOMPASS HEALTH CORP | 2% | 713.7K | $86.7M | -16.57%(-141.74K) | $58.44(+108.26%) | 2026-09-30 | |
| USPH | U S PHYSICAL THERAPY | 1.86% | 940.5K | $80.6M | +11.76%(+98.98K) | $91.46(-8.26%) | 2026-09-30 | |
| LMAT | LEMAITRE VASCULAR INC | 1.76% | 924.1K | $76.3M | +10.08%(+84.62K) | $44.64(+84.39%) | 2026-09-30 | |
| PSMT | PRICESMART INC | 1.76% | 450.9K | $76.2M | -26.07%(-158.99K) | $85.51(+99.53%) | 2026-09-30 | |
| CHE | CHEMED CORP NEW | 1.71% | 146.8K | $74.2M | +1.26%(+1.83K) | $372.82(+36.34%) | 2026-09-30 | |
| NSSC | NAPCO SEC TECHNOLOGIES INC | 1.71% | 2.08M | $74.1M | +3.19%(+64.41K) | $40.12(-10.49%) | 2026-09-30 | |
| YOU | CLEAR SECURE INC COM CL A | 1.7% | 1.76M | $73.9M | +4.67%(+78.55K) | $29.06(+55.47%) | 2026-09-30 | |
| HOMB | HOME BANCSHARES INC | 1.55% | 2.38M | $67.1M | -2.66%(-64.99K) | $20.13(+44.70%) | 2026-09-30 | |
| LFUS | LITTELFUSE INC | 1.54% | 157.4K | $66.7M | -37.39%(-93.98K) | $193.58(+98.43%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.13% | +29.95% | +4.80% | +26.42% |
| Top 20 Holdings Unweighted | +8.92% | +29.22% | +4.49% | +24.54% |
Copeland Capital Management LLC reports $4.34B in US-listed equity holdings across 305 positions in its most recent 13F filing. Its largest disclosed positions are ENSG (2.2%), EHC (2.0%) and USPH (1.9%). The top 20 holdings account for 32.01% of reported assets. Its disclosed equity book has returned +29.95% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Copeland Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1541743). View Copeland Capital Management LLC’s 13F filings on SEC