Copeland Capital's 6.3% passive stake is a routine disclosure for a fund crossing the 5% threshold. No activist intent is signaled. Monitor future 13G amendments for any accumulation above this level or a potential conversion to 13D if the fund changes strategy.
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Executive Summary
Copeland Capital Management, LLC filed a Schedule 13G disclosing a 6.3% passive stake in U.S. Physical Therapy, Inc. as of September 30, 2026. This is a new initial filing by Copeland Capital, which previously filed as an amendment on August 4, 2026. The stake represents 940,528 shares held in the ordinary course of business with no intent to influence control.
Key Financial Metrics
Key Facts
- Copeland Capital Management, LLC disclosed a 6.3% beneficial ownership stake in USPH as of 09/30/2026
- Total shares held: 940,528 (includes 612,654 shares with sole voting power, 150,697 shared voting power, and 0 sole dispositive power)
- Filer certifies passive intent under Rule 13d-1(b) — no intent to influence control
- This is an initial Schedule 13G filing by Copeland Capital (previously filed as SC 13G/A on 08/04/2026 and initial SC 13G on 05/08/2026)
Financial Impact
6.3% passive stake — no financial impact from the filing itself
Risk Factors
- No material risks identified from this passive stake filing
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0001580642-26-006855 |
| Document: 0001580642-26-006855-index.html | 0001580642-26-006855 |
| Document: 0001580642-26-006855.txt | 0001580642-26-006855 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 14d ago | SC 13G | $85.44 $87.02 | ▲ +1.85% | ▲ +3.00% | $87.34 (+2.22%) |
Aug 10, 2026 11w ago | 8-K | $81.67 $78.21 | ▼ −4.24% | ▼ −3.83% | $87.34 (+6.94%) |
May 6, 2026 24w ago | 8-K | $59.00 $60.14 | ▼ −1.93% | ▼ −0.43% | $87.34 (−48.03%) |
Apr 15, 2026 27w ago | 8-K | $78.18 $74.76 | ▼ −4.37% | ▼ −5.36% | $87.34 (+11.72%) |
Feb 26, 2026 34w ago | 8-K | $78.87 $82.14 | ▲ +4.15% | ▲ +5.27% | $87.34 (+10.74%) |
US Market Status
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