Copeland Capital Management, LLC CHDN — CHURCHILL DOWNS INC

Ownership history in Copeland Capital Management, LLC  ·  31 quarters on record

AI Ownership Summary

Copeland Capital Management, LLC reported CHURCHILL DOWNS INC (CHDN) in 31 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.69% in 2024 Q2. The latest visible filing shows CHDN at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CHDN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Copeland Capital Management, LLC's position in CHURCHILL DOWNS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CHDN was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CHDN stock page Copeland Capital Management, LLC fund profile Copeland Capital Management, LLC full holdings
How Copeland Capital Management, LLC held CHDN — position size vs. price
% of Fund (quarterly)    CHDN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 265,569 +23,996 +9.9% 0.53% $23.9M 2026-05-06 $92.25
2025 Q4 REDUCED — — — 241,573 -7,941 -3.2% 0.61% $27.5M 2026-01-29 $97.93
2025 Q3 REDUCED 7.9% +18.5% ❌ 249,514 -21,358 -7.9% 0.50% $24.2M 2025-10-17 $90.18
2025 Q2 ADDED — — — 270,872 +14,824 +5.8% 0.56% $27.4M 2025-07-21 $105.25
2025 Q1 REDUCED — — — 256,048 -7,355 -2.8% 0.57% $28.4M 2025-04-24 $87.65
2024 Q4 REDUCED — — — 263,403 -5,322 -2.0% 0.65% $35.2M 2025-01-24 $124.54
2024 Q3 ADDED — — — 268,725 +4,614 +1.7% 0.63% $36.3M 2024-10-21 $134.57
2024 Q2 ADDED — — — 264,111 +4,086 +1.6% 0.69% $36.9M 2024-07-26 $141.62
2024 Q1 ADDED — — — 260,025 +5,581 +2.2% 0.58% $32.2M 2024-04-19 $118.16
2023 Q4 REDUCED — — — 254,444 -12,557 -4.7% 0.69% $34.3M 2024-01-19 $124.31
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CHDN

As of 2026 Q1 — sorted by position size

1060 Capital, LLC 3Y 7Y 16.38% Hudson Way Capital Management LLC 3Y 7Y 7.47% Orvieto Partners, L.P. 7.36% KETTLE HILL CAPITAL MANAGEMENT, LLC 3Y 7Y 6.68% Nitorum Capital, L.P. 3Y 7Y 6.07% Bayberry Capital Partners LP 3Y 5.97% Alua Capital Management LP 3Y 4.27% LANDMARK INVESTMENT PARTNERS, L.P. 4.11% BRIDGER MANAGEMENT, LLC 3Y 7Y 4.01% Atlanta Consulting Group Advisors, LLC 2.05%

FAQ About Copeland Capital Management, LLC and CHDN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Copeland Capital Management, LLC reported owning CHDN?

Copeland Capital Management, LLC reported CHDN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CHDN position in Copeland Capital Management, LLC's portfolio?

The largest reported portfolio weight for CHDN was 0.69% in 2024 Q2.

What is the latest reported CHDN position on this page?

The most recent filing on this page is 2026 Q1, when Copeland Capital Management, LLC reported 265,569 shares, equal to 0.53% of portfolio, with an estimated market value of $23.9M.

What does the chart on this CHDN ownership page compare?

The chart compares Copeland Capital Management, LLC's quarterly CHDN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Copeland Capital Management, LLC time their CHDN position?

Based on 13F filing dates vs. subsequent CHDN price moves, Copeland Capital Management, LLC correctly timed 12 out of 28 reported position changes (43%). The annualised alpha on CHDN relative to SPY over the holding period was -4.2%.

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