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Filers›Family Office›Copeland Capital Management, LLC
DOSSIER · 13F-HR · Q4 2025

Copeland Capital Management, LLC

Copeland's family office based in Boston, MA — $4.5B in tracked AUM across 471 positions as of Q4 2025.

C
Copeland·Boston, MA·Family Office
CIK 0001541743 · last filed Dec 31, 2025
Total AUM
$4.5B
▼ 19.8%
vs prior
Holdings
471
—
positions
Whale Score
45
45
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

Copeland Capital Management, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
ENSG
ENSIGN GROUP INC
$112M641K2.5%
02
WCC
WESCO INTL INC
$89M364K2.0%
03
VMI
VALMONT INDS INC
$85M210K1.9%
04
EHC
ENCOMPASS HEALTH CORP
$81M765K1.8%
05
PSMT
PRICESMART INC
$80M653K1.8%
06
TNL
TRAVEL PLUS LEISURE CO
$79M1.1M1.8%
07
YOU
CLEAR SECURE INC COM CL A
$78M2.2M1.8%
08
NXST
NEXSTAR MEDIA GROUP INC COMMON
$76M377K1.7%
09
LFUS
LITTELFUSE INC
$76M300K1.7%
10
HOMB
HOME BANCSHARES INC
$73M2.6M1.6%

Filing history

Filing history loading…
AI Agent · grounded in Copeland
haiku-4-5 · 471 positions indexed
Sector mix
  • Tech7%
  • Financials13%
  • Cons. Disc.41%
  • Communications15%
  • Industrials19%
  • Energy4%
  • Other1%
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