Copeland Capital Management, LLC
Long Only Manager
Copeland Capital Management, LLC is a Long Only Manager based in Conshohocken, PA led by Eric Copeland Brown, reporting $4.9B in AUM as of Q3 2025 with ENSG as the largest holding (2% allocation).
CEOEric Copeland Brown
- Portfolio Value
- $4.8B
- Positions
- 260
- Top Holding
- ENSG at 2.44%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Copeland Capital Management, LLC's portfolio (18.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Medical - Care Facilities Healthcare | $117.0M | 2.44% | -$21.1M Sold | 1.17% 677.2K shares | |
Medical - Care Facilities Healthcare | $102.4M | 2.13% | -$13.0M Sold | 0.80% 806.5K shares | |
Conglomerates Industrials | $86.1M | 1.79% | -$3.8M Sold | 1.13% 222.2K shares | |
Discount Stores Consumer Defensive | $83.5M | 1.74% | -$4.5M Sold | 2.24% 688.6K shares | |
Medical - Instruments & Supplies Healthcare | $82.3M | 1.71% | -$4.4M Sold | 4.15% 940.3K shares | |
Hardware, Equipment & Parts Technology | $82.2M | 1.71% | -$4.2M Sold | 1.28% 317.2K shares | |
Industrial - Distribution Industrials | $81.1M | 1.69% | -$4.1M Sold | 0.79% 383.3K shares | |
Software - Application Technology | $78.7M | 1.64% | -$3.9M Sold | 2.46% 2.4M shares | |
Entertainment Communication Services | $78.5M | 1.63% | -$4.0M Sold | 1.31% 396.8K shares | |
Banks - Regional Financial Services | $78.3M | 1.63% | -$4.1M Sold | 1.40% 2.8M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Copeland Capital Management, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Copeland Capital Management, LLC
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