Long-term investor
Copeland Capital Management, LLC @copelandcapitalmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001541743).
Record
- Tracked since 2025-12-31 (257 days), 64 trades recorded
- Returns: week n/a · month n/a · 90 days +8.6% · 6 months n/a · 1 year n/a · all +11.3%
- Max drawdown n/a · win rate 19% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- KLIC · 2.7% · long · since 2025-12-31
- PSMT · 2.4% · long · since 2025-12-31
- LFUS · 2.4% · long · since 2025-12-31
- CGNX · 2.0% · long · since 2025-12-31
- AAON · 2.0% · long · since 2025-12-31
- YOU · 1.9% · long · since 2025-12-31
- VMI · 1.9% · long · since 2025-12-31
- ENSG · 1.9% · long · since 2025-12-31
- HXL · 1.8% · long · since 2025-12-31
- EHC · 1.8% · long · since 2025-12-31
- LMAT · 1.7% · long · since 2025-12-31
- NSSC · 1.6% · long · since 2025-12-31