Arkolith/Funds/Copeland Capital Management, LLC

Copeland Capital Management, LLC

CIK 1541743
Holdings as of Mar 31, 2026·disclosed May 6, 2026·~36-day 13F lag·13F-HR
Active Filer

Copeland Capital Management, LLC holds a diversified book of 257 stocks worth $4.5B as of Q1 2026 (disclosed May 6, 2026, a ~45-day 13F lag). This quarter they opened Servisfirst Bancshares Inc and trimmed Ensign Group Inc. Their largest long position is Ensign Group Inc at 3% of the equity book.

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Use Arkolith to show Copeland Capital Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
16
new positions
Added to
86
existing
Trimmed
132
reduced
Sold out
56
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
11%
Top 10 holdings
20%
Top 20 holdings
35%

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
21%
Information Technology
17%
Consumer Discretionary
13%
Health Care
13%
Financials
12%
Utilities
6%
Real Estate
5%
Materials
4%

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

Holdings: largest first

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

257 positions
#SecurityValueShares% PortLast moveHistory
1Ensign Group Inc
COM
$119.6M593.4K
2.7%
−7.5%
Reduced · −48K sh
2Pricesmart Inc
COM
$96.2M638.9K
2.1%
−2.2%
Reduced · −14K sh
3Lemaitre Vascular Inc
COM
$95.1M870.7K
2.1%
−2.0%
Reduced · −18K sh
4Littelfuse Inc
COM
$89.4M263.4K
2.0%
−12%
Reduced · −37K sh
5Wesco Intl Inc
COM
$88.0M321.6K
2.0%
−12%
Reduced · −42K sh
6Encompass Health
COM
$86.4M892.8K
1.9%
+17%
Added · +128K sh
7Clear Secure Inc Com CL A
COM
$85.0M1.76M
1.9%
−22%
Reduced · −481K sh
8Matador Res Co
COM
$82.4M1.30M
1.8%
−8.6%
Reduced · −122K sh
9Valmont Inds Inc
COM
$82.1M205.5K
1.8%
−2.4%
Reduced · −5K sh
10Napco Sec Technologies Inc
COM
$79.1M2.01M
1.8%
+41%
Added · +588K sh
11Kulicke & Soffa Inds Inc
COM
$75.6M1.15M
1.7%
−22%
Reduced · −326K sh
12Hexcel Corp New
COM
$74.5M921.0K
1.7%
−2.2%
Reduced · −21K sh
13Travel Plus Leisure Co
COM
$70.4M1.02M
1.6%
−8.9%
Reduced · −99K sh
14Perdoceo Ed Corp
COM
$69.0M1.85M
1.5%
+8.0%
Added · +137K sh
15Home Bancshares Inc
COM
$69.0M2.56M
1.5%
−2.3%
Reduced · −60K sh
16Cognex Corp
COM
$68.3M1.39M
1.5%
−1.0%
Reduced · −15K sh
17Power Integrations Inc
COM
$67.7M1.32M
1.5%
+13%
Added · +148K sh
18Aaon Inc
COM
$65.2M787.6K
1.4%
−1.5%
Reduced · −12K sh
19Brunswick Corp
COM
$64.8M890.4K
1.4%
−1.8%
Reduced · −16K sh
20Caretrust REIT Inc
COM
$64.7M1.76M
1.4%
−2.1%
Reduced · −38K sh
21U S Physical Therapy
COM
$62.7M836.8K
1.4%
+6.5%
Added · +51K sh
22Patrick Inds Inc
COM
$62.6M563.5K
1.4%
+18%
Added · +85K sh
23Standex Intl Corp
COM
$61.4M240.8K
1.4%
−2.0%
Reduced · −5K sh
24Landstar Sys Inc
COM
$60.5M377.4K
1.3%
−1.0%
Reduced · −4K sh
25Terreno Rlty Corp
COM
$59.6M969.8K
1.3%
−1.8%
Reduced · −18K sh
26Chesapeake Utils Corp
COM
$59.2M468.7K
1.3%
−2.1%
Reduced · −10K sh
27Azz Inc
COM
$57.3M458.1K
1.3%
−1.7%
Reduced · −8K sh
28Chemed Corp New
COM
$55.9M148.0K
1.2%
+7.6%
Added · +10K sh
29Servisfirst Bancshares Inc
COM
$54.9M753.5K
1.2%
New
New position
30Universal Display Corp
COM
$53.3M581.8K
1.2%
+16%
Added · +78K sh
31Excelerate Energy Inc CL A Com
COM
$53.0M1.58M
1.2%
+45%
Added · +492K sh
32Brookfield Infrastructure Corp
COM
$52.9M1.34M
1.2%
−2.5%
Reduced · −34K sh
33Firstservice Corp New Sub VTG
COM
$51.2M368.5K
1.1%
+6.5%
Added · +23K sh
34KBR Inc
COM
$50.5M1.37M
1.1%
+4.3%
Added · +57K sh
35Cohen & Steers Inc
COM
$50.3M804.5K
1.1%
~0%
Reduced · −216 sh
36Hamilton Lane Inc CL A
COM
$50.3M505.8K
1.1%
−3.5%
Reduced · −18K sh
37Pegasystems Inc
COM
$47.8M1.12M
1.1%
New
New position
38Caseys Gen Stores
COM
$42.9M59.0K
1.0%
−21%
Reduced · −15K sh
39Wingstop Inc
COM
$40.8M263.1K
0.9%
−3.3%
Reduced · −9K sh
40Ufp Industries Inc
COM
$39.6M430.0K
0.9%
−1.1%
Reduced · −5K sh
41Nexstar Media Group Inc Common
COM
$38.5M213.0K
0.9%
−43%
Reduced · −164K sh
42Reliance Inc
COM
$38.4M126.3K
0.9%
−3.4%
Reduced · −4K sh
43Materion Corp
COM
$38.4M265.2K
0.9%
−13%
Reduced · −40K sh
44Kinsale Cap Group Inc
COM
$38.0M111.1K
0.8%
−17%
Reduced · −22K sh
45Steris PLC SHS Usd
COM
$37.4M168.9K
0.8%
−3.8%
Reduced · −7K sh
46New York Times Co CL A
COM
$36.8M439.5K
0.8%
−2.7%
Reduced · −12K sh
47Turning PT Brands Inc
COM
$35.3M407.2K
0.8%
+99%
Added · +203K sh
48Federal Agric MTG Corp CL C
COM
$35.1M236.6K
0.8%
−1.8%
Reduced · −4K sh
49Lakeland Finl Corp
COM
$34.8M606.4K
0.8%
−1.5%
Reduced · −9K sh
50Iradimed Corp
COM
$34.6M359.3K
0.8%
−13%
Reduced · −53K sh
Showing 50 of 257 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
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
  • Q1 2021 · filed Apr 26, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.