Copeland Capital Management, LLC Incresed Positions in Q3 2025

Copeland Capital Management, LLC

  • $4.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CTRE
Care Trust Reit, Inc.

Real Estate
1.34M
+ 350.91%
$30.29 - $34.8 $40.5M - $46.5M
1.72M $59.5M
GOOGL
Alphabet Inc.

Communication Services
32.5K
+ 83.86%
$174.36 - $254.72 $5.67M - $8.29M
71.3K $17.3M
BRO
Brown & Brown, Inc.

Financial Services
58.6K
+ 118.51%
$90.88 - $108.93 $5.33M - $6.39M
108K $10.1M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
406K
+ 46.44%
$20.56 - $31.65 $8.35M - $12.8M
1.28M $27M
UTZ
Utz Brands, Inc.

Consumer Defensive
304K
+ 10.76%
$11.85 - $14.49 $3.6M - $4.41M
3.13M $38M
BAH
Booz Allen Hamilton Holding Corp

Industrials
25.8K
+ 8.09%
$97.53 - $115.95 $2.52M - $2.99M
345K $34.4M
OSPN
One Span Inc.

Technology
5.28K
+ 107.4%
$14.28 - $18.05 $75.5K - $95.4K
10.2K $146K
STC
Stewart Information Services Corp

Financial Services
550
+ 96.66%
$56.87 - $76.58 $31.3K - $42.1K
1.12K $82K
WSM
Williams Sonoma Inc

Consumer Cyclical
5
+ 0.45%
$163.62 - $210.2 $818 - $1.05K
1.1K $215K
CVLG
Covenant Logistics Group, Inc.

Industrials
2.01K
+ 57.73%
$21.54 - $26.21 $43.3K - $52.7K
5.49K $118K
WSR
Whitestone Reit

Real Estate
2.53K
+ 90.66%
$11.8 - $13.18 $29.9K - $33.4K
5.33K $65K
NHC
National Healthcare Corp

Healthcare
112
+ 18.33%
$94.48 - $126.41 $10.6K - $14.2K
723 $87K
SSNC
Ss&C Technologies Holdings Inc

Technology
15
+ 0.55%
$81.85 - $90.2 $1.23K - $1.35K
2.72K $241K
ITRN
Ituran Location & Control Ltd.

Technology
468
+ 33.36%
$32.8 - $42.59 $15.4K - $19.9K
1.87K $66K
SEIC
Sei Investments CO

Financial Services
86
+ 63.7%
$84.85 - $93.8 $7.3K - $8.07K
221 $18K
Gildan Activewear Inc
2
+ 0.66%
N/A
303 $0
HCKT
Hackett Group, Inc.

Technology
727
+ 28.27%
$19.01 - $25.92 $13.8K - $18.8K
3.3K $62K
NVO
Novo Nordisk A S

Healthcare
62
+ 10.71%
$45.38 - $71.7 $2.81K - $4.45K
641 $35K
CTVA
Corteva, Inc.

Basic Materials
17
+ 0.54%
$67.08 - $77.12 $1.14K - $1.31K
3.15K $212K
OWL
Blue Owl Capital Inc.

Financial Services
56
+ 0.48%
$16.93 - $20.8 $948 - $1.16K
11.7K $197K
FDS
Factset Research Systems Inc

Financial Services
14.3K
+ 24.56%
$283.86 - $450.3 $4.05M - $6.42M
72.4K $20.7M
WING
Wingstop Inc.

Consumer Cyclical
44.9K
+ 18.49%
$247.44 - $377.34 $11.1M - $16.9M
288K $72.4M
POWI
Power Integrations Inc

Technology
86.1K
+ 7.23%
$39.37 - $59.54 $3.39M - $5.13M
1.28M $51.3M
Activity Summary
Buys All Purchases 47 New Holdings 23 Increased Positions 24 Sells All Sells 174 Reductions 172 Sold out 2 Options Calls 0 Puts 0
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