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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

Copeland Capital Management, LLC

Quarter ended Q2 2024 · Filed July 26, 2024 · Accession 0001580642-24-003876

Total Value
$5.34B
Positions
322
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (322)

#IssuerTicker / CUSIPSharesValue% of Filing
1ENSIGN GROUPENSG884,642$109.4M2.05%
2ENCOMPASS HEALTHEHC1,069,020$91.7M1.72%
3HAMILTON LANEHLNE724,296$89.5M1.68%
4UNIVERSAL DISPLAYOLED388,063$81.6M1.53%
5TETRA TECH INCTTEK391,435$80.0M1.50%
6LEMAITRE VASCULAR INCLMAT972,615$80.0M1.50%
7WINGSTOP INCWING188,071$79.5M1.49%
8STANDEX INTL CORP854231107470,194$75.8M1.42%
9CASEY'S GENERAL STORES INC147528103197,400$75.3M1.41%
10AIR LEASE CORPAIIR1,527,430$72.6M1.36%
11VALMONT INDUSTRIES920253101253,593$69.6M1.30%
12NORTHERN OIL AND GAS INCNOG1,793,882$66.7M1.25%
13KINSALE CAPITAL GROUP INC49714P108168,111$64.8M1.21%
14HOME BANCSHARES INCHOMB2,698,042$64.6M1.21%
15COHEN & STEERS INCCNS889,915$64.6M1.21%
16CHORD ENERGY CORPCHRD373,964$62.7M1.17%
17COGNEX CORPCGNX1,317,343$61.6M1.15%
18CIVITAS RESOURCES INC17888H103890,216$61.4M1.15%
19INTER PARFUMS INCINTR529,109$61.4M1.15%
20U.S. PHYSICAL THERAPY INCUSPH646,516$59.8M1.12%
21LANDSTAR SYSTEM INCLSTR321,193$59.3M1.11%
22CHEMED CORPCHE109,069$59.2M1.11%
23POWER INTEGRATIONS INCPOWI833,135$58.5M1.09%
24TRAVEL & LEISURE CO8941641021,289,872$58.0M1.09%
25BROOKFIELD INFRASTRUCTURE-ABIPC1,721,521$57.9M1.08%
26BWX TECHNOLOGIESBWXT602,891$57.3M1.07%
27NEXSTAR MEDIA GROUP INCNXST342,726$56.9M1.06%
28LITTELFUSE INCLFUS217,709$55.6M1.04%
29TERRENO REALTY CORP88146M101939,042$55.6M1.04%
30QUAKER CHEMICAL CORPORATION747316107324,532$55.1M1.03%
31CRA INTERNATIONAL INC12618T105316,649$54.5M1.02%
32HEXCEL CORP428291108864,876$54.0M1.01%
33SHUTTERSTOCK INCSSTK1,376,015$53.3M1.00%
34CONCENTRIX CORPCNXC835,474$52.9M0.99%
35FEDERAL AGRIC MTG CORP-CL C313148306290,343$52.5M0.98%
36BRUNSWICK CORPBC-PC707,330$51.5M0.96%
37UTZ BRANDS INCUTZ3,053,204$50.8M0.95%
38UFP PACKAGINGUFPI446,951$50.1M0.94%
39SHOE CARNIVAL INCSCVL1,325,575$48.9M0.92%
40KULICKE & SOFFA INDUSTRIES501242101987,555$48.6M0.91%
41CHESAPEAKE UTILITIES CORP165303108455,912$48.4M0.91%
42LAKELAND FINANCIAL CORP511656100744,616$45.8M0.86%
43COGENT COMMUNICATIONSCCOI806,520$45.5M0.85%
44SENSATA TECHNOLOGIES HOLDINGST1,205,752$45.1M0.84%
45PERRIGO COMPANYPRGO1,740,148$44.7M0.84%
46CABOT CORPCBT480,074$44.1M0.83%
47UMH PROPERTIES9030021032,752,170$44.0M0.82%
48MATERION CORPMTRN403,199$43.6M0.82%
49UNIFIRST CORP/MAUNF247,515$42.5M0.79%
50ALLISON TRANSMISSION HOLDINGALSN519,669$39.4M0.74%
51SCHNEIDER NATL INCSNDR1,579,720$38.2M0.71%
52EXP WORLD HOLDINGEXPI3,306,646$37.3M0.70%
53NEXPOINT RESIDENTIALNXRT900,674$35.6M0.67%
54INSPERITY INCNSP387,829$35.4M0.66%
55KFORCE INCKFRC538,166$33.4M0.63%
56PRICESMART INCPSMT405,286$32.9M0.62%
57FIRSTSERVICE CORPFSV212,888$32.4M0.61%
58STEVANATO GROUP SPASTVN1,711,467$31.4M0.59%
59ATLAS ENERGY SOLUTIONS INCAESI1,572,804$31.3M0.59%
60RELIANCE INCRS105,013$30.0M0.56%
61CARLISLE COS INC14233910066,848$27.1M0.51%
62NAPCO SECURITY TECHNOLOGIES630402105497,692$25.9M0.48%
63BOOZ ALLEN HAMILTON HOLDINGSBAH165,615$25.5M0.48%
64DOMINO'S PIZZA INCDPZ49,227$25.4M0.48%
65STERIS PLCSTE113,999$25.0M0.47%
66BROADRIDGE FINANCIAL SOLUTIO11133T103120,420$23.7M0.44%
67CHURCHILL DOWNSCHDN163,892$22.9M0.43%
68BROADCOM INCAVGO14,152$22.7M0.43%
69WINMARK CORPWINA63,468$22.4M0.42%
70DICKS SPORTING GOODS INC253393102100,152$21.5M0.40%
71GFL ENVIRONMENTALGFL539,998$21.0M0.39%
72WESCO INTERNATIONAL INC95082P105129,242$20.5M0.38%
73MICROSOFT CORPMSFT45,422$20.3M0.38%
74FACTSET RESEARCH SYSTEMS INC30307510547,110$19.2M0.36%
75MORNINGSTAR INCMORN64,451$19.1M0.36%
76MATADOR RESOURCES COMTDR319,222$19.0M0.36%
77CHAMPIONX CORP15872M104560,697$18.6M0.35%
78CASEY'S GENERAL STORES INC14752810348,557$18.5M0.35%
79JACK HENRY & ASSOCIATES INC426281101111,461$18.5M0.35%
80IRADIMED CORPIRMD420,992$18.5M0.35%
81TRANSUNIONTRU243,515$18.1M0.34%
82POOL CORPPOOL58,692$18.0M0.34%
83NORDSON CORP COMNDSN76,278$17.7M0.33%
84PROSPERITY BANCSHARES INCPB285,905$17.5M0.33%
85QUEST DIAGNOSTICSDGX122,374$16.8M0.31%
86CABLE ONE INCCABO46,509$16.5M0.31%
87APPLE INCAAPL75,822$16.0M0.30%
88WASTE CONNECTIONS INCWCN89,784$15.7M0.29%
89CUBESMARTCUBE342,415$15.5M0.29%
90LILLY ELI & COLLY16,967$15.4M0.29%
91VISA INCV58,148$15.3M0.29%
92UNITEDHEALTH GROUP INCUNH29,869$15.2M0.28%
93MOTOROLA SOLUTIONS INCMSI38,707$14.9M0.28%
94RYMAN HOSPITALITY PPTYS INC78377T107146,842$14.7M0.27%
95KINSALE CAPITAL GROUP INC49714P10837,803$14.6M0.27%
96STERIS PLCSTE65,777$14.4M0.27%
97DIAMONDBACK ENERGYFANG71,226$14.3M0.27%
98RELIANCE INCRS49,261$14.1M0.26%
99MORGAN STANLEY COM NEWMS-PQ140,685$13.7M0.26%
100NEXSTAR MEDIA GROUP INCNXST80,962$13.4M0.25%
101BENTLEY SYSTEMS INCORPORATEDBSY271,331$13.4M0.25%
102ENSIGN GROUPENSG107,175$13.3M0.25%
103WYNDHAM HOTELS & RESORTS INCWH175,570$13.0M0.24%
104COSTCO WHOLESALE22160K10515,200$12.9M0.24%
105INTUIT INCINTU19,618$12.9M0.24%
106HUNTINGTON INGALLS INDUSTRIE44641310651,842$12.8M0.24%
107AMERIPRISE FINANCIAL INC03076C10629,516$12.6M0.24%
108ENCOMPASS HEALTHEHC146,304$12.6M0.23%
109WINGSTOP INCWING29,051$12.3M0.23%
110HAMILTON LANEHLNE94,360$11.7M0.22%
111ZOETIS INCZTS66,631$11.6M0.22%
112RELIANCE INCRS40,153$11.5M0.21%
113CARLISLE COS INC14233910028,052$11.4M0.21%
114TETRA TECH INCTTEK55,589$11.4M0.21%
115OTIS WORLDWIDEOTIS118,062$11.4M0.21%
116MARRIOTT INTERNATIONAL57190320246,482$11.2M0.21%
117ISHARES RUSSELL MIDCAP INDEX464287499138,235$11.2M0.21%
118BROADCOM INCAVGO6,966$11.2M0.21%
119BOOZ ALLEN HAMILTON HOLDINGSBAH72,610$11.2M0.21%
120POOL CORPPOOL35,193$10.8M0.20%
121ROSS STORES INCROST74,231$10.8M0.20%
122DOMINO'S PIZZA INCDPZ20,756$10.7M0.20%
123LEMAITRE VASCULAR INCLMAT129,085$10.6M0.20%
124CASEY'S GENERAL STORES INC14752810327,486$10.5M0.20%
125MSCI INCMSCI21,385$10.3M0.19%
126BROADRIDGE FINANCIAL SOLUTIO11133T10351,766$10.2M0.19%
127UNIVERSAL DISPLAYOLED48,024$10.1M0.19%
128GFL ENVIRONMENTALGFL259,259$10.1M0.19%
129SHERWIN-WILLIAMSSHW33,757$10.1M0.19%
130CONSTELLATION BRANDS INC-ASTZ39,060$10.0M0.19%
131CDW CORP/DECDW44,715$10.0M0.19%
132CHURCHILL DOWNSCHDN71,686$10.0M0.19%
133MICROSOFT CORPMSFT22,307$10.0M0.19%
134AIR LEASE CORPAIIR207,700$9.9M0.18%
135COHEN & STEERS INCCNS136,006$9.9M0.18%
136VALMONT INDUSTRIES92025310135,794$9.8M0.18%
137NEXTERA ENERGYNEE-PW138,564$9.8M0.18%
138DICKS SPORTING GOODS INC25339310245,553$9.8M0.18%
139EQUINIX INCEQIX12,725$9.6M0.18%
140KINSALE CAPITAL GROUP INC49714P10824,704$9.5M0.18%
141COGNEX CORPCGNX202,608$9.5M0.18%
142STERIS PLCSTE43,022$9.4M0.18%
143STANDEX INTL CORP85423110758,399$9.4M0.18%
144HOME DEPOT INCHD27,041$9.3M0.17%
145FACTSET RESEARCH SYSTEMS INC30307510521,911$8.9M0.17%
146AUTO DATA PROCESSINGADP37,115$8.9M0.17%
147MATADOR RESOURCES COMTDR147,947$8.8M0.17%
148APPLE INCAAPL41,522$8.7M0.16%
149HOME BANCSHARES INCHOMB363,455$8.7M0.16%
150WESCO INTERNATIONAL INC95082P10553,851$8.5M0.16%
151MORNINGSTAR INCMORN28,833$8.5M0.16%
152LILLY ELI & COLLY9,396$8.5M0.16%
153MONOLITHIC POWER SYS INC60983910510,252$8.4M0.16%
154LANDSTAR SYSTEM INCLSTR44,838$8.3M0.15%
155BROOKFIELD INFRASTRUCTURE-ABIPC239,735$8.1M0.15%
156TRAVEL & LEISURE CO894164102177,853$8.0M0.15%
157POWER INTEGRATIONS INCPOWI113,312$8.0M0.15%
158U.S. PHYSICAL THERAPY INCUSPH85,321$7.9M0.15%
159JACK HENRY & ASSOCIATES INC42628110147,191$7.8M0.15%
160TRANSUNIONTRU105,439$7.8M0.15%
161WASTE CONNECTIONS INCWCN44,350$7.8M0.15%
162NORTHERN OIL AND GAS INCNOG207,322$7.7M0.14%
163MOTOROLA SOLUTIONS INCMSI19,850$7.7M0.14%
164KULICKE & SOFFA INDUSTRIES501242101155,775$7.7M0.14%
165LITTELFUSE INCLFUS29,608$7.6M0.14%
166NORDSON CORP COMNDSN32,552$7.6M0.14%
167QUEST DIAGNOSTICSDGX55,062$7.5M0.14%
168CHEMED CORPCHE13,852$7.5M0.14%
169PROSPERITY BANCSHARES INCPB122,922$7.5M0.14%
170CHENIERE ENERGYLNG42,948$7.5M0.14%
171UNITEDHEALTH GROUP INCUNH14,696$7.5M0.14%
172UFP PACKAGINGUFPI66,693$7.5M0.14%
173CIVITAS RESOURCES INC17888H103108,028$7.5M0.14%
174VISA INCV27,970$7.3M0.14%
175TERRENO REALTY CORP88146M101123,968$7.3M0.14%
176CUBESMARTCUBE162,277$7.3M0.14%
177OLD DOMINION FREIGHT LINEODFL41,357$7.3M0.14%
178CHORD ENERGY CORPCHRD43,453$7.3M0.14%
179QUAKER CHEMICAL CORPORATION74731610742,716$7.2M0.14%
180BRUNSWICK CORPBC-PC98,794$7.2M0.13%
181DIAMONDBACK ENERGYFANG35,889$7.2M0.13%
182HEXCEL CORP428291108114,877$7.2M0.13%
183CHAMPIONX CORP15872M104214,289$7.1M0.13%
184SENSATA TECHNOLOGIES HOLDINGST187,411$7.0M0.13%
185BWX TECHNOLOGIESBWXT73,676$7.0M0.13%
186FACTSET RESEARCH SYSTEMS INC30307510516,703$6.8M0.13%
187SALESFORCE.COMCRM26,477$6.8M0.13%
188ACCENTURE PLCACN22,093$6.7M0.13%
189NEXSTAR MEDIA GROUP INCNXST40,211$6.7M0.12%
190INTUIT INCINTU10,117$6.6M0.12%
191COSTCO WHOLESALE22160K1057,776$6.6M0.12%
192INTER PARFUMS INCINTR56,696$6.6M0.12%
193CONCENTRIX CORPCNXC103,645$6.6M0.12%
194AMERIPRISE FINANCIAL INC03076C10615,108$6.5M0.12%
195CHESAPEAKE UTILITIES CORP16530310860,531$6.4M0.12%
196SHUTTERSTOCK INCSSTK164,964$6.4M0.12%
197MORGAN STANLEY COM NEWMS-PQ65,411$6.4M0.12%
198RYMAN HOSPITALITY PPTYS INC78377T10761,124$6.1M0.11%
199ALLISON TRANSMISSION HOLDINGALSN79,522$6.0M0.11%
200COGENT COMMUNICATIONSCCOI106,618$6.0M0.11%
201ROSS STORES INCROST40,710$5.9M0.11%
202POOL CORPPOOL19,064$5.9M0.11%
203UNIFIRST CORP/MAUNF33,891$5.8M0.11%
204JPMORGAN CHASE & COVYLD28,278$5.7M0.11%
205ZOETIS INCZTS32,955$5.7M0.11%
206HUNTINGTON INGALLS INDUSTRIE44641310622,675$5.6M0.10%
207OTIS WORLDWIDEOTIS56,883$5.5M0.10%
208CDW CORP/DECDW24,157$5.4M0.10%
209BENTLEY SYSTEMS INCORPORATEDBSY108,288$5.3M0.10%
210ENSIGN GROUPENSG43,070$5.3M0.10%
211INSPERITY INCNSP57,804$5.3M0.10%
212MSCI INCMSCI10,759$5.2M0.10%
213NEXTERA ENERGYNEE-PW72,550$5.1M0.10%
214MARRIOTT INTERNATIONAL57190320220,983$5.1M0.09%
215SHERWIN-WILLIAMSSHW16,907$5.0M0.09%
216MONOLITHIC POWER SYS INC6098391056,109$5.0M0.09%
217CONSTELLATION BRANDS INC-ASTZ19,490$5.0M0.09%
218HOME DEPOT INCHD14,267$4.9M0.09%
219ENCOMPASS HEALTHEHC56,793$4.9M0.09%
220WINGSTOP INCWING11,409$4.8M0.09%
221EXP WORLD HOLDINGEXPI423,148$4.8M0.09%
222PERRIGO COMPANYPRGO184,572$4.7M0.09%
223CARLISLE COS INC14233910011,684$4.7M0.09%
224AUTO DATA PROCESSINGADP19,516$4.7M0.09%
225EQUINIX INCEQIX6,152$4.7M0.09%
226HAMILTON LANEHLNE37,635$4.7M0.09%
227TETRA TECH INCTTEK21,875$4.5M0.08%
228BOOZ ALLEN HAMILTON HOLDINGSBAH28,804$4.4M0.08%
229DOMINO'S PIZZA INCDPZ8,424$4.3M0.08%
230ACCENTURE PLCACN14,314$4.3M0.08%
231LEMAITRE VASCULAR INCLMAT50,374$4.1M0.08%
232VALMONT INDUSTRIES92025310115,082$4.1M0.08%
233CHENIERE ENERGYLNG23,215$4.1M0.08%
234BROADRIDGE FINANCIAL SOLUTIO11133T10320,516$4.0M0.08%
235GFL ENVIRONMENTALGFL102,445$4.0M0.07%
236CHURCHILL DOWNSCHDN28,533$4.0M0.07%
237COHEN & STEERS INCCNS54,756$4.0M0.07%
238AIR LEASE CORPAIIR83,423$4.0M0.07%
239COGNEX CORPCGNX84,510$4.0M0.07%
240DICKS SPORTING GOODS INC25339310217,983$3.9M0.07%
241UNIVERSAL DISPLAYOLED18,342$3.9M0.07%
242STANDEX INTL CORP85423110723,370$3.8M0.07%
243HOME BANCSHARES INCHOMB150,543$3.6M0.07%
244WESCO INTERNATIONAL INC95082P10522,690$3.6M0.07%
245MORNINGSTAR INCMORN11,684$3.5M0.06%
246MATADOR RESOURCES COMTDR57,880$3.4M0.06%
247CHAMPIONX CORP15872M104103,000$3.4M0.06%
248LANDSTAR SYSTEM INCLSTR18,481$3.4M0.06%
249POWER INTEGRATIONS INCPOWI47,282$3.3M0.06%
250TRANSUNIONTRU44,162$3.3M0.06%
251HEXCEL CORP42829110852,327$3.3M0.06%
252BROOKFIELD INFRASTRUCTURE-ABIPC96,739$3.3M0.06%
253TRAVEL & LEISURE CO89416410271,875$3.2M0.06%
254QUAKER CHEMICAL CORPORATION74731610718,879$3.2M0.06%
255JPMORGAN CHASE & COVYLD15,764$3.2M0.06%
256JACK HENRY & ASSOCIATES INC42628110119,158$3.2M0.06%
257PROSPERITY BANCSHARES INCPB51,495$3.1M0.06%
258U.S. PHYSICAL THERAPY INCUSPH33,831$3.1M0.06%
259TERRENO REALTY CORP88146M10152,445$3.1M0.06%
260NORTHERN OIL AND GAS INCNOG83,431$3.1M0.06%
261NORDSON CORP COMNDSN13,316$3.1M0.06%
262BRUNSWICK CORPBC-PC41,847$3.0M0.06%
263UFP PACKAGINGUFPI27,038$3.0M0.06%
264CIVITAS RESOURCES INC17888H10343,886$3.0M0.06%
265KULICKE & SOFFA INDUSTRIES50124210161,548$3.0M0.06%
266CHEMED CORPCHE5,571$3.0M0.06%
267LITTELFUSE INCLFUS11,821$3.0M0.06%
268CONCENTRIX CORPCNXC46,603$2.9M0.06%
269CUBESMARTCUBE64,945$2.9M0.05%
270QUEST DIAGNOSTICSDGX21,331$2.9M0.05%
271FIRSTSERVICE CORPFSV18,761$2.9M0.05%
272SHUTTERSTOCK INCSSTK73,505$2.8M0.05%
273SENSATA TECHNOLOGIES HOLDINGST75,733$2.8M0.05%
274OLD DOMINION FREIGHT LINEODFL15,992$2.8M0.05%
275RYMAN HOSPITALITY PPTYS INC78377T10728,268$2.8M0.05%
276CHORD ENERGY CORPCHRD16,712$2.8M0.05%
277BWX TECHNOLOGIESBWXT29,483$2.8M0.05%
278INTER PARFUMS INCINTR23,641$2.7M0.05%
279CHESAPEAKE UTILITIES CORP16530310824,864$2.6M0.05%
280COGENT COMMUNICATIONSCCOI45,516$2.6M0.05%
281SALESFORCE.COMCRM9,638$2.5M0.05%
282UNIFIRST CORP/MAUNF14,130$2.4M0.05%
283ALLISON TRANSMISSION HOLDINGALSN31,525$2.4M0.04%
284PERRIGO COMPANYPRGO92,663$2.4M0.04%
285HUNTINGTON INGALLS INDUSTRIE4464131069,104$2.2M0.04%
286BENTLEY SYSTEMS INCORPORATEDBSY45,351$2.2M0.04%
287INSPERITY INCNSP23,777$2.2M0.04%
288EXP WORLD HOLDINGEXPI187,091$2.1M0.04%
289FIRSTSERVICE CORPFSV10,758$1.6M0.03%
290AMPHENOL CORP CLASS A03209510121,998$1.5M0.03%
291RESMED INCRSMDF7,018$1.3M0.03%
292TRACTOR SUPPLY COMPANYTSCO4,736$1.3M0.02%
293AMERICAN WATER WORKS CO INC0304201039,340$1.2M0.02%
294ALEXANDRIA REAL EST REIT01527110910,223$1.2M0.02%
295NASDAQ OMX GROUPNDAQ18,908$1.1M0.02%
296HUNT (JB) TRANSPRT SVCS INC4456581076,976$1.1M0.02%
297WEST PHARMACEUTICAL SERVICES9553061053,387$1.1M0.02%
298EQUITY LIFESTYLE PROPERTIES29472R10815,950$1.0M0.02%
299BROOKFIELD ASSET MANAGEMENT IN11300410527,122$1.0M0.02%
300SCHLUMBERGERSLB20,305$957,9900.02%
301CORTEVA INCCTVA16,754$903,7190.02%
302ALLSTATE CORPALL-PJ5,596$893,4980.02%
303ISHARES TR RUSSELL 2000 INDX4642876553,136$636,2630.01%
304VANGUARD MID-CAP ETF9229086292,584$625,6460.01%
305WARPAINT LONDON PLC00bymf36763,987$497,3700.01%
306EXXON MOBIL CORPXOM3,125$359,7500.01%
307BANK OZKOZKAP8,307$340,5790.01%
308AMERICAN TOWER03027X1001,438$279,5180.01%
309JOHNSON & JOHNSONJNJ1,828$267,1800.01%
310CHURCH & DWIGHTCHD2,533$262,6210.00%
311BLACKROCK INCBLK305$240,1330.00%
312HUMANA INCHUM635$237,2680.00%
313ABBVIE INCABBV1,323$226,9210.00%
314SS&C TECHNOLOGIES HOLDINGSSSNC3,560$223,1050.00%
315DISCOVER FINANCIAL SERVICES2547091081,572$205,6330.00%
316BANK OZKOZKAP359$14,7240.00%
317DIAMONDBACK ENERGYFANG53$10,6100.00%
318TRACTOR SUPPLY COMPANYTSCO38$10,2600.00%
319STEVANATO GROUP SPASTVN201$3,6930.00%
320NEXPOINT RESIDENTIALNXRT49$1,9490.00%
321DISCOVER FINANCIAL SERVICES2547091085$6540.00%
322MORGAN STANLEY COM NEWMS-PQ6$5830.00%