SCHEDULE: Copeland Capital Management Discloses 6.28% Stake in Shoe Carnival

Sentiment:

Beneficial Ownership Disclosure


Copeland Capital Management, LLC has filed a Schedule 13G, revealing a beneficial ownership of 6.28% of Shoe Carnival's common stock as of June 30, 2025.

Summary

  • Copeland Capital Management, LLC, an investment adviser organized in Delaware, reported beneficial ownership of 1,718,101 shares of Shoe Carnival's Common Stock.
  • This ownership represents 6.28% of the class of securities.
  • The filing indicates that Copeland Capital Management, LLC holds sole voting power over 1,315,908 shares.
  • The firm also holds sole dispositive power over 1,315,908 shares.
  • Additionally, Copeland Capital Management, LLC has shared dispositive power over 156,873 shares.
  • The event requiring this filing occurred on June 30, 2025.

Sentiment

Score: 5

Explanation: The document is a routine disclosure of a passive ownership stake, providing factual information without indicating positive or negative sentiment regarding the company's performance or outlook.

Future Outlook

NA

Industry Context

This filing is a standard disclosure of a significant passive ownership stake by an investment adviser in a publicly traded retail company. It does not provide specific insights into broader industry trends or competitive dynamics beyond the ownership itself.

Stakeholder Impact

  • Shareholders: Disclosure of a significant institutional investor's stake can provide transparency regarding the ownership structure and potentially signal institutional confidence in the company.

Key Dates

DateDescription
06/30/2025Date of event which requires filing of this statement (beneficial ownership threshold met).
07/18/2025Date the Schedule 13G statement was signed by Sofia A. Rosala, General Counsel and CCO of Copeland Capital Management, LLC.

Keywords

Shoe Carnival, Copeland Capital Management, SEC filing, Schedule 13G, beneficial ownership, common stock, investment adviser, equity stake

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