Fund HoldingsPolaris Capital Management, LLC

Total Portfolio Value
$1.75B
Total Bought
$96.07M
Total Sold
$410.64M
Net Transaction
-$314.58M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VIPSHOP HOLDINGS LTD - ADR(VIPS)4,684,1007,705,700+3,021,60063,095120,8256.91%+57,731
CVS HEALTH CORP(CVS)489,500507,400+17,90021,97434,3761.97%+12,403
COVENANT LOGISTICS GROUP INC(CVLG)0106,400+106,40002,3620.14%+2,362
SLM CORP(SLM)1,590,0001,567,400-22,60043,85246,0352.63%+2,182
PROGRESS SOFTWARE CORP(PRGS)034,600+34,60001,7820.10%+1,782
GILEAD SCIENCES INC(GILD)417,600359,700-57,90038,57440,3042.30%+1,731
EPLUS INC(PLUS)027,600+27,60001,6840.10%+1,684
BUSINESS FIRST BANCSHARES(BFST)065,000+65,00001,5830.09%+1,583
INGLES MARKETS INC-CLASS A(IMKTA)32,80056,283+23,4832,1143,6660.21%+1,552
LKQ CORP(LKQ)705,700645,900-59,80025,93427,4771.57%+1,542
LAUREATE EDUCATION INC(LAUR)068,600+68,60001,4030.08%+1,403
ELEVANCE HEALTH INC(ELV)73,16965,141-8,02826,99228,3341.62%+1,342
CITY HOLDING CO(CHCO)13,89523,695+9,8001,6462,7830.16%+1,137
SOUTH STATE CORP17,56128,361+10,8001,7472,6320.15%+886
ARROW ELECTRONICS INC261,203289,803+28,60029,54730,0901.72%+543
DNOW INC(DNOW)101,700101,70001,3231,7370.10%+414
PERDOCEO EDUCATION CORP(PRDO)54,80071,200+16,4001,4511,7930.10%+342
PEOPLES BANCORP INC(PEBO)50,30064,700+14,4001,5941,9190.11%+325
BAR HARBOR BANKSHARES50,00062,700+12,7001,5291,8500.11%+321
INDEPENDENT BANK CORP/MA25,33930,739+5,4001,6271,9260.11%+299
NETSTREIT CORP(NTST)125,600125,60001,7771,9910.11%+214
NORTHEAST BANK
COM
49,60051,800+2,2004,5504,7420.27%+192
ESSENTIAL PROPERTIES REALTY58,20060,700+2,5001,8201,9810.11%+161
FIRST SEACOAST BANCORP INC70,63770,63707098230.05%+114
BANK OF N.T. BUTTERFIELD&SON
SHS NEW
55,80054,600-1,2002,0392,1250.12%+86
CABOT CORP(CBT)18,27320,973+2,7001,6691,7440.10%+75
CSG SYSTEMS INTL INC33,00029,000-4,0001,6871,7540.10%+67
EXELIXIS INC(EXEL)45,00042,100-2,9001,4991,5540.09%+56
HOMETRUST BANCSHARES INC(HTB)120,800119,400-1,4004,0694,0930.23%+24
EURONET WORLDWIDE INC(EEFT)5,4005,40005555770.03%+22
CFSB BANCORP INC24,30024,30001641850.01%+21
CREDICORP LTD(BAP)3,6003,60006606700.04%+10
AMPHASTAR PHARMACEUTICALS IN(AMPH)24,50030,800+6,3009108930.05%-17
BOK FINANCIAL CORPORATION(BOKF)18,16418,16401,9341,8920.11%-42
DIAMONDBACK ENERGY INC(FANG)10,67010,67001,7481,7060.10%-42
GRAPHIC PACKAGING HOLDING CO(GPK)58,70058,70001,5941,5240.09%-70
BUCKLE INC/THE(BKE)23,50029,300+5,8001,1941,1230.06%-71
AMERICAN EAGLE OUTFITTERS62,40082,400+20,0001,0409570.05%-83
APPLIED INDUSTRIAL TECH INC(AIT)7,0007,00001,6761,5770.09%-99
EVERTEC INC(EVTC)60,50053,900-6,6002,0891,9820.11%-107
SOUTHSIDE BANCSHARES INC(SBSI)61,50061,50001,9531,7810.10%-172
GLOBAL MEDICAL REIT INC109,20076,600-32,6008436700.04%-173
EAGLE MATERIALS INC(EXP)7,0007,00001,7271,5540.09%-174
COLONY BANKCORP INC.133,179122,079-11,1002,1501,9720.11%-178
ACUITY BRANDS INC(AYI)5,0004,700-3001,4611,2380.07%-223
ENNIS INC(EBF)95,50086,800-8,7002,0141,7440.10%-270
REGAL REXNORD CORP(RRX)6,7896,78901,0537730.04%-280
CVR ENERGY INC(CVI)84,50067,000-17,5001,5841,3000.07%-284
SUPERNUS PHARMACEUTICALS INC(SUPN)47,00043,100-3,9001,7001,4120.08%-288
SOUTH PLAINS FINANCIAL INC(SPFI)140,300137,900-2,4004,8754,5670.26%-308
AIR LEASE CORP
CL A
44,40037,900-6,5002,1411,8310.10%-310
KIMBALL ELECTRONICS INC34,93515,500-19,4356542550.01%-399
WINNEBAGO INDUSTRIES(WGO)36,46736,46701,7421,2570.07%-486
CARLISLE COS INC(CSL)4,6003,500-1,1001,6971,1920.07%-505
BARRETT BUSINESS SVCS INC59,00049,800-9,2002,5632,0490.12%-514
WABASH NATIONAL CORP97,80097,80001,6751,0810.06%-595
V2X INC(VVX)37,60021,400-16,2001,7981,0500.06%-749
HARMONY BIOSCIENCES HOLDINGS(HRMY)58,30036,100-22,2002,0061,1980.07%-808
SCIENCE APPLICATIONS INTE(SAIC)254,600246,000-8,60028,45927,6181.58%-841
WILLIAMS COS INC(WMB)601,900530,800-71,10032,57531,7211.81%-854
KFORCE INC(KFRC)35,69422,894-12,8002,0241,1190.06%-905
CURTISS-WRIGHT CORP(CW)2,8000-2,8009940-994
MAXIMUS INC(MMS)25,20012,700-12,5001,8818660.05%-1,015
TRUBRIDGE INC57,0000-57,0001,1240-1,124
KNIGHT SWIFT TRANSPORTATION(KNX)23,4940-23,4941,2460-1,246
CHUBB LTD
COM
127,469111,849-15,62035,22033,7771.93%-1,442
OFG BANCORP(OFG)145,200112,100-33,1006,1454,4860.26%-1,659
CROCS INC(CROX)343,177337,401-5,77637,58835,8322.05%-1,756
H&E EQUIPMENT SERVICES INC37,0000-37,0001,8120-1,812
MARATHON PETROLEUM CORP(MPC)210,994187,532-23,46229,43427,3221.56%-2,112
GAMING AND LEISURE PROPERTIE(GLPI)721,400634,000-87,40034,74332,2711.85%-2,472
UNITEDHEALTH GROUP INC(UNH)58,55251,512-7,04029,61926,9791.54%-2,640
GENERAL DYNAMICS CORP.(GD)133,564117,154-16,41035,19331,9341.83%-3,259
INTERNATIONAL BANCSHARES CORP(IBOC)677,808613,804-64,00442,81038,7062.21%-4,104
UNITED THERAPEUTICS CORP(UTHR)131,850137,050+5,20046,52242,2482.42%-4,274
SALLY BEAUTY HOLDINGS INC2,392,1292,258,429-133,70024,99820,3941.17%-4,604
NEXTERA ENERGY INC(NEE)475,764414,912-60,85234,10829,4131.68%-4,694
CAPITAL ONE FINANCIAL CORP(COF)224,508196,865-27,64340,03435,2982.02%-4,736
NOMAD FOODS LTD(NOMD)2,661,8002,031,800-630,00044,66539,9252.28%-4,740
INGREDION INC(INGR)292,400255,600-36,80040,22334,5601.98%-5,663
NOV INC(NOV)1,831,1931,384,260-446,93326,73521,0681.20%-5,667
M & T BANK CORP(MTB)189,294166,294-23,00035,58929,7251.70%-5,864
WEBSTER FINANCIAL CORP - CT(WBS)725,695659,401-66,29440,07333,9921.94%-6,081
TYSON FOODS INC-CL A(TSN)641,263480,648-160,61536,83430,6701.75%-6,164
ABBVIE INC(ABBV)227,879163,644-64,23540,49434,2871.96%-6,207
MKS INSTRUMENTS INC(MKSI)352,400373,600+21,20036,78729,9441.71%-6,843
JPMORGAN CHASE & CO(JPM)195,851160,944-34,90746,94739,4802.26%-7,468
CULLEN/FROST BANKERS INC(CFR)307,800268,400-39,40041,32233,6041.92%-7,718
CARLYLE GROUP INC/THE(CG)745,000653,900-91,10037,61528,5041.63%-9,112
PREMIER FINANCIAL CORP357,4830-357,4839,1410-9,141
EASTERN BANKSHARES INC(EBC)654,3660-654,36611,2880-11,288
ALLISON TRANSMISSION HOLDING(ALSN)548,200493,800-54,40059,23847,2422.70%-11,997
TECNOGLASS INC(TGLS)860,964783,964-77,00068,29256,0933.21%-12,199
DIME COMMUNITY BANCSHARES INC(DCBG)397,6800-397,68012,2230-12,223
POPULAR INC(BPOP)1,565,4781,334,348-231,130147,249123,2547.05%-23,995
LINDE PLC(LIN)322,676237,620-85,056135,095110,6456.33%-24,449
JAZZ PHARMACEUTICALS PLC(JAZZ)1,085,860879,160-206,700133,724109,1486.24%-24,576
INTERPUBLIC GROUP OF COS INC1,105,8000-1,105,80030,9850-30,985
NORTHERN TRUST CORP(NTRS)383,8000-383,80039,3400-39,339
MICROSOFT CORP(MSFT)94,8260-94,82639,9690-39,969
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