Copeland Capital Management, LLC
•CIK: 1541743•Filing: Q4 2025
Copeland Capital Management, LLC, led by the seasoned investor team of John Copeland and his partners, manages $4.5 billion with a focus on value-oriented, long-term investments. Recently, the fund has made notable moves by adding positions in AZZ and 4I1, while completely exiting holdings in CBT and AESI, reflecting a strategic shift towards sectors with growth potential.
Total AUM
$4.5B
QoQ Performance
-6.7%
Positions
297
Top 10 Concentration
18.5%
Latest Filing
Q4 2025
Top Holdings Allocation
ENSG2.5%
WCC2.0%
VMI1.9%
EHC1.8%
PSMT1.8%
WD5A1.8%
YOU1.8%
NXST1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.9%
Technology3.1%
Consumer2.0%
Financial0.9%
Healthcare0.5%
Materials0.3%
Real Estate0.2%
Utilities0.0%
🚪 Exited Positionssold since Q3 2025
+98 more exited positions
Changes from Q3 2025
NEW12 new positions
↑25 increased
↓124 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023