Arkolith/Funds/Copeland Capital Management, LLC

Copeland Capital Management, LLC

CIK 1541743
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Copeland Capital Management, LLC holds a diversified book of 265 stocks worth $4.9B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Kodiak Gas Services Inc and trimmed Kulicke & Soffa Industries. Their largest long position is Kulicke & Soffa Industries at 3% of the equity book.

Opened
90
bought for the first time
Added to
42
already held, bought more
Trimmed
165
sold some, still holds it
Sold out
29
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
11%
Top 10 holdings
21%
Top 20 holdings
36%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Industrials
22%
Information Technology
20%
Consumer Discretionary
13%
Health Care
11%
Financials
11%
Utilities
6%
Real Estate
5%
Materials
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Copeland Capital Management, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$1.2T
VANGUARD CAPITAL MANAGEMENT LLC80 / 80$944.2B
FMR LLC80 / 80$449.2B
GEODE CAPITAL MANAGEMENT, LLC80 / 80$429.7B
JPMORGAN CHASE & CO80 / 80$241.3B
MORGAN STANLEY80 / 80$240.2B
NORTHERN TRUST CORP80 / 80$157.3B
BANK OF AMERICA CORP /DE/80 / 80$137.4B

Ranked by the share of each fund's own book sitting in the names it shares with Copeland Capital Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

265 positions
#SecurityValueShares% PortLast moveHistory
1Kulicke & Soffa Inds Inc
COM
$133.8M1.00M
2.7%
−13%
Reduced · −151K sh
2Pricesmart Inc
COM
$119.1M609.9K
2.4%
−4.5%
Reduced · −29K sh
3Littelfuse Inc
COM
$114.4M251.3K
2.4%
−4.6%
Reduced · −12K sh
4Cognex Corp
COM
$96.0M1.33M
2.0%
−4.8%
Reduced · −68K sh
5Aaon Inc
COM
$95.2M750.2K
2.0%
−4.8%
Reduced · −37K sh
6Clear Secure Inc Com CL A
COM
$93.8M1.68M
1.9%
−4.2%
Reduced · −73K sh
7Valmont Inds Inc
COM
$93.0M161.0K
1.9%
−22%
Reduced · −44K sh
8Ensign Group Inc
COM
$91.2M568.9K
1.9%
−4.1%
Reduced · −25K sh
9Hexcel Corp New
COM
$87.8M877.8K
1.8%
−4.7%
Reduced · −43K sh
10Encompass Health Corp
COM
$86.5M855.4K
1.8%
−4.2%
Reduced · −37K sh
11Lemaitre Vascular Inc
COM
$80.6M839.5K
1.7%
−3.6%
Reduced · −31K sh
12Napco Sec Technologies Inc
COM
$76.6M2.02M
1.6%
+0.4%
Added · +8K sh
13Excelerate Energy Inc CL A Com
COM
$75.0M1.97M
1.5%
+25%
Added · +389K sh
14Travel Plus Leisure Co
COM
$74.1M969.9K
1.5%
−4.6%
Reduced · −47K sh
15Power Integrations Inc
COM
$73.9M882.8K
1.5%
−33%
Reduced · −439K sh
16Wesco Intl Inc
COM
$73.7M213.2K
1.5%
−34%
Reduced · −108K sh
17Brunswick Corp
COM
$71.5M849.3K
1.5%
−4.6%
Reduced · −41K sh
18Home Bancshares Inc
COM
$69.8M2.45M
1.4%
−4.5%
Reduced · −116K sh
19Caretrust REIT Inc
COM
$68.4M1.70M
1.4%
−3.9%
Reduced · −69K sh
20Materion Corp
COM
$67.7M227.7K
1.4%
−14%
Reduced · −38K sh
21Chemed Corp New
COM
$67.5M145.0K
1.4%
−2.0%
Reduced · −3K sh
22Azz Inc
COM
$67.5M435.6K
1.4%
−4.9%
Reduced · −23K sh
23Landstar Sys Inc
COM
$66.2M320.0K
1.4%
−15%
Reduced · −57K sh
24Servisfirst Bancshares Inc
COM
$64.0M737.5K
1.3%
−2.1%
Reduced · −16K sh
25Matador Res Co
COM
$61.9M1.24M
1.3%
−4.7%
Reduced · −62K sh
26Terreno Rlty Corp
COM
$59.9M924.4K
1.2%
−4.7%
Reduced · −45K sh
27Standex Intl Corp
COM
$59.4M166.2K
1.2%
−31%
Reduced · −75K sh
28Turning PT Brands Inc
COM
$58.5M690.3K
1.2%
+70%
Added · +283K sh
29Cohen & Steers Inc
COM
$58.5M768.7K
1.2%
−4.4%
Reduced · −36K sh
30Patrick Inds Inc
COM
$58.2M647.8K
1.2%
+15%
Added · +84K sh
31U S Physical Therapy
COM
$57.8M841.5K
1.2%
+0.6%
Added · +5K sh
32Perdoceo Ed Corp
COM
$56.6M1.77M
1.2%
−4.5%
Reduced · −84K sh
33Chesapeake Utils Corp
COM
$54.6M445.4K
1.1%
−5.0%
Reduced · −23K sh
34Ufp Industries Inc
COM
$52.5M578.3K
1.1%
+34%
Added · +148K sh
35KBR Inc
COM
$49.6M1.44M
1.0%
+5.0%
Added · +68K sh
36Firstservice Corp New Sub VTG
COM
$49.5M348.4K
1.0%
−5.5%
Reduced · −20K sh
37Kinsale Cap Group Inc
COM
$48.3M146.6K
1.0%
+32%
Added · +35K sh
38Universal Display Corp
COM
$48.0M553.9K
1.0%
−4.8%
Reduced · −28K sh
39Federal Agric MTG Corp CL C
COM
$45.8M229.8K
0.9%
−2.9%
Reduced · −7K sh
40Interface Inc
COM
$44.3M1.24M
0.9%
442×
Added · +1.2M sh
41Kforce Inc
COM
$43.6M928.4K
0.9%
+39%
Added · +262K sh
42Wingstop Inc
COM
$42.9M247.1K
0.9%
−6.1%
Reduced · −16K sh
43Pegasystems Inc
COM
$42.2M1.41M
0.9%
+25%
Added · +283K sh
44Quaker Houghton
COM
$41.0M258.1K
0.8%
−2.6%
Reduced · −7K sh
45Willscot Hldgs Corp Com CL A
COM
$38.7M1.34M
0.8%
−2.5%
Reduced · −34K sh
46Brookfield Infrastructure Corp
COM
$38.4M997.4K
0.8%
−25%
Reduced · −341K sh
47Hamilton Lane Inc CL A
COM
$38.3M486.4K
0.8%
−3.8%
Reduced · −19K sh
48Iradimed Corp
COM
$37.4M391.9K
0.8%
+9.1%
Added · +33K sh
49Reliance Inc
COM
$36.6M98.0K
0.8%
−22%
Reduced · −28K sh
50Msa Safety Inc
COM
$35.8M205.2K
0.7%
+16%
Added · +28K sh
Showing 50 of 265 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 2026443$4.9B13F-HR
Q1 2026Mar 31, 2026May 6, 2026437$4.5B13F-HR
Q4 2025Dec 31, 2025Jan 29, 2026471$4.5B13F-HR
Q3 2025Sep 30, 2025Oct 17, 2025468$4.8B13F-HR
Q2 2025Jun 30, 2025Jul 21, 2025459$4.9B13F-HR
Q1 2025Mar 31, 2025Apr 24, 2025460$5.0B13F-HR
Q4 2024Dec 31, 2024Jan 24, 2025470$5.4B13F-HR
Q3 2024Sep 30, 2024Oct 21, 2024456$5.7B13F-HR
Q2 2024Jun 30, 2024Jul 26, 2024322$5.3B13F-HR
Q1 2024Mar 31, 2024Apr 19, 2024448$5.5B13F-HR
Q4 2023Dec 31, 2023Jan 19, 2024454$5.0B13F-HR
Q3 2023Sep 30, 2023Oct 23, 2023468$4.7B13F-HR
Q2 2023Jun 30, 2023Jul 14, 2023490$4.8B13F-HR
Q1 2023Mar 31, 2023Apr 14, 2023460$4.2B13F-HR
Q4 2022Dec 31, 2022Jan 13, 2023464$3.8B13F-HR
Q3 2022Sep 30, 2022Oct 12, 2022383$3.0B13F-HR
Q2 2022Jun 30, 2022Jul 15, 2022382$3.2B13F-HR
Q1 2022Mar 31, 2022Apr 18, 2022376$3.6B13F-HR
Q4 2021Dec 31, 2021Jan 18, 2022378$3.9B13F-HR
Q3 2021Sep 30, 2021Jan 18, 2022376$3.5B13F-HR/A
Q2 2021Jun 30, 2021Jan 18, 2022346$3.3B13F-HR/A
Q1 2021Mar 31, 2021Jan 18, 2022345$3.2B13F-HR/A
Amended / restated
  • Q3 2021 · filed Oct 20, 202113F-HR · superseded
  • Q2 2021 · filed Jul 19, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.