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Copeland Capital Management, LLC: PATK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Copeland Capital Management, LLC on PATK, newest first. How the timeline and the estimate are built.

Copeland Capital Management, LLC held 95 PATK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 95 shares
    Change vs previous 13F -647,658 shares

    <0.01% of the 13F portfolio, value $6,439.

    13F-HR 0001580642-26-006863 filed by Copeland Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 647,753 shares
    Change vs previous 13F +84,246 shares

    1.19% of the 13F portfolio, value $58,155,272.

    13F-HR 0001580642-26-004833 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 563,507 shares
    Change vs previous 13F +84,508 shares

    1.39% of the 13F portfolio, value $62,588,804.

    13F-HR 0001580642-26-002984 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 478,999 shares
    Change vs previous 13F +90,691 shares

    1.16% of the 13F portfolio, value $51,938,027.

    13F-HR 0001580642-26-000539 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 388,308 shares
    Change vs previous 13F -22,035 shares

    0.84% of the 13F portfolio, value $40,162,838.

    13F-HR 0001580642-25-006630 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 410,343 shares
    Change vs previous 13F +58,987 shares

    0.78% of the 13F portfolio, value $37,862,430.

    13F-HR 0001580642-25-004379 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 351,356 shares
    Change vs previous 13F -9,448 shares

    0.6% of the 13F portfolio, value $29,710,687.

    13F-HR 0001580642-25-002522 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 360,804 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $29,975,611.

    13F-HR 0001580642-25-000412 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).