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Home > Institutional Investor > Copeland Capital Management, Llc > Profile

Instuitional Investor - Copeland Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Copeland Capital Management, Llc
Portfolio Value $4,860,147,224
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ensign Group Inc
 ENSG 799,274 $123,296,156 2.54%
2.
Encompass Health Corp
 EHC 909,231 $111,499,094 2.29%
3.
Kinsale Capital Group Inc.
 KNSL 192,073 $92,944,874 1.91%
4.
Air Lease Corp
 AL 1,582,725 $92,573,649 1.9%
5.
Home Bancshares Inc
 HOMB 2,909,648 $82,808,591 1.7%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)