13F Insight
DOSSIER · 13F-HR · Q3 2026

Copeland Capital Management, LLC

$4.3B in tracked AUM across 485 positions as of Q3 2026.

CC
CIK 0001541743 · last filed Sep 30, 2026
Total AUM
$4.3B
as of Q3 2026
Holdings
485
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Copeland Capital Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
ENSG
ENSIGN GROUP INC
$95M554K2.2%02
EHC
ENCOMPASS HEALTH CORP
$87M714K2.0%03
USPH
U S PHYSICAL THERAPY
$81M941K1.9%04
LMAT
LEMAITRE VASCULAR INC
$76M924K1.8%05
PSMT
PRICESMART INC
$76M451K1.8%06
CHE
CHEMED CORP NEW
$74M147K1.7%07
NSSC
NAPCO SEC TECHNOLOGIES INC
$74M2.1M1.7%08
YOU
CLEAR SECURE INC COM CL A
$74M1.8M1.7%09
HOMB
HOME BANCSHARES INC
$67M2.4M1.5%10
LFUS
LITTELFUSE INC
$67M157K1.5%

Filing history

2026Q3Sep 30
$4.3B▼ 10.8%
485 positionsView →2026Q2Jun 30
$4.9B▲ 8.7%
443 positionsView →2025Q4Dec 31
$4.5B▼ 6.7%
471 positionsView →2025Q3Sep 30
$4.8B▼ 1.3%
468 positionsLocked2025Q2Jun 30
$4.9B▼ 2.7%
459 positionsLocked2025Q1Mar 31
$5.0B▼ 7.2%
460 positionsLocked2024Q4Dec 31
$5.4B▼ 6.5%
470 positionsLocked2024Q3Sep 30
$5.7B▲ 7.6%
456 positionsLocked2024Q2Jun 30
$5.3B▼ 2.9%
322 positionsLocked2024Q1Mar 31
$5.5B▲ 10.3%
448 positionsLocked2023Q4Dec 31
$5.0B▲ 7.3%
454 positionsLocked2023Q3Sep 30
$4.7B▼ 4.0%
468 positionsLocked
Showing 12 of 55