Copeland Capital Management, LLC Incresed Positions in Q4 2025

Copeland Capital Management, LLC

  • $4.31 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AZZ
Azz Inc

Industrials
322K
+ 222.52%
$97.64 - $109.1 $31.4M - $35.1M
466K $45.7M
KBR
Kbr, Inc.

Industrials
600K
+ 84.26%
$41.51 - $47.77 $24.9M - $28.7M
1.31M $55.2M
TPB
Turning Point Brands, Inc.

Consumer Defensive
204K
+ 29795.75%
$85.12 - $103.0 $17.3M - $21M
204K $20.7M
PRDO
Perdoceo Education Corp

Consumer Defensive
774K
+ 82.15%
$29.79 - $37.17 $23.1M - $28.8M
1.72M $53.4M
PATK
Patrick Industries Inc

Consumer Cyclical
90.7K
+ 23.36%
$96.96 - $106.47 $8.79M - $9.66M
479K $47.9M
AAON
Aaon, Inc.

Industrials
71.9K
+ 9.87%
$89.93 - $106.24 $6.46M - $7.63M
800K $75.2M
TRU
Trans Union

Industrials
90.4K
+ 32.63%
$73.51 - $85.6 $6.64M - $7.74M
367K $29.1M
MTDR
Matador Resources CO

Energy
233K
+ 19.56%
$37.19 - $45.54 $8.68M - $10.6M
1.43M $59.1M
PM
Philip Morris International Inc.

Consumer Defensive
37.6K
+ 115.32%
$144.33 - $160.86 $5.42M - $6.04M
70.2K $10.7M
CTRE
Care Trust Reit, Inc.

Real Estate
86.7K
+ 5.05%
$32.9 - $36.65 $2.85M - $3.18M
1.8M $64.7M
HLNE
Hamilton Lane Inc

Financial Services
29K
+ 5.85%
$113.96 - $134.5 $3.3M - $3.9M
524K $68.8M
MORN
Morningstar, Inc.

Financial Services
17.4K
+ 19.77%
$208.83 - $228.23 $3.63M - $3.97M
105K $22.3M
FDS
Factset Research Systems Inc

Financial Services
9.91K
+ 13.69%
$253.62 - $294.11 $2.51M - $2.91M
82.3K $22.5M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
27.5K
+ 11.57%
$92.91 - $104.67 $2.56M - $2.88M
266K $25.6M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3.65K
+ 302.15%
$191.03 - $210.0 $697K - $767K
4.86K $990K
WSM
Williams Sonoma Inc

Consumer Cyclical
4.01K
+ 362.95%
$181.45 - $199.63 $727K - $800K
5.11K $931K
CTVA
Corteva, Inc.

Basic Materials
10.1K
+ 319.67%
$61.0 - $66.48 $614K - $669K
13.2K $871K
OWL
Blue Owl Capital Inc.

Financial Services
3.95K
+ 33.85%
$13.77 - $17.17 $54.3K - $67.7K
15.6K $214K
KRYAY
Kerry Group PLC Sponsored Adr

Consumer Defensive
27
+ 32.53%
$87.7 - $96.93 $2.37K - $2.62K
110 $10K
Gildan Activewear Inc
3
+ 0.99%
N/A
306 $0
TTNDY
Techtronic Industries Company Limited

Industrials
106
+ 16.23%
N/A
759 $0
ATR
Aptargroup, Inc.

Healthcare
10K
+ 7.97%
$113.12 - $134.14 $1.13M - $1.34M
136K $16.1M
UTZ
Utz Brands, Inc.

Consumer Defensive
319K
+ 10.18%
$9.91 - $12.63 $3.16M - $4.03M
3.45M $36.3M
HSTM
Healthstream Inc

Healthcare
51.5K
+ 6.16%
$24.47 - $27.52 $1.26M - $1.42M
888K $21.7M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
97.2K
+ 7.59%
$17.25 - $22.76 $1.68M - $2.21M
1.38M $24.2M
OLED
Universal Display Corp Pa

Technology
72.2K
+ 16.74%
$116.83 - $151.38 $8.44M - $10.9M
504K $58.8M
FSV
First Service Corp

Real Estate
11K
+ 3.27%
$151.41 - $188.72 $1.66M - $2.07M
346K $54M
Activity Summary
Buys All Purchases 48 New Holdings 20 Increased Positions 28 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 0 Puts 0
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