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Sofia A. Rosala

Copeland Capital Management, Llc

Assets Managed
$4.497B
Holdings
257
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
0.41%(2Q avg: -3.13%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Copeland Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 257 positions.

Assets under management

The assets under management (AUM) of Copeland Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.497B in assets, with a quarterly growth rate of 0.41% and a 2-quarter average growth rate of -3.13%. The portfolio is managed by Sofia A. Rosala, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ENSG
Ensign Group Inc The
Recent Activity
Decreased -7.47%
2.66%
$119.575M
593,425 shares@ $201.51 avg price
PSMT
Pricesmart Inc
Recent Activity
Decreased -2.21%
2.14%
$96.157M
638,913 shares@ $150.51 avg price
LMAT
Lemaitre Vascular Inc
Recent Activity
Decreased -2.05%
2.12%
$95.054M
870,692 shares@ $109.18 avg price
LFUS
Littelfuse Inc
Recent Activity
Decreased -12.23%
1.99%
$89.384M
263,396 shares@ $339.36 avg price
WCC
Wesco International Inc
Recent Activity
Decreased -11.61%
1.96%
$88.003M
321,625 shares@ $273.63 avg price
EHC
Encompass Health Corp
Recent Activity
Increased 16.76%
1.93%
$86.363M
892,823 shares@ $96.74 avg price
YOU
Clear Secure Inc -class A
Recent Activity
Decreased -21.5%
1.9%
$85.001M
1.756M shares@ $48.42 avg price
MTDR
Matador Resources Co
Recent Activity
Decreased -8.55%
1.84%
$82.415M
1.304M shares@ $63.19 avg price
VMI
Valmont Industries
Recent Activity
Decreased -2.35%
1.83%
$82.105M
205,483 shares@ $399.58 avg price
NSSC
Napco Security Technologies
Recent Activity
Increased 41.41%
1.76%
$79.138M
2.009M shares@ $39.4 avg price

1-10 of 257