Fund Holdings — Polaris Capital Management, LLC

Total Portfolio Value
$1.22B
Total Bought
$63.74M
Total Sold
$148.30M
Net Transaction
-$84.56M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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EASTMAN CHEMICAL CO(EMN)0471,600+471,600035,9932.94%+35,993
MARATHON PETROLEUM CORP(MPC)163,932155,832-8,10026,66038,0513.11%+11,391
LANTHEUS HOLDINGS INC(LNTH)538,000617,000+79,00035,80446,7993.83%+10,996
ARROW ELECTRONICS INC295,403286,603-8,80032,54841,1023.36%+8,554
UNITED THERAPEUTICS CORP(UTHR)103,65096,650-7,00050,50357,3124.69%+6,808
JAZZ PHARMACEUTICALS PLC(JAZZ)432,466415,366-17,10073,51978,5256.42%+5,006
LINDE PLC(LIN)133,883124,583-9,30057,08661,7635.05%+4,677
WILLIAMS COS INC(WMB)411,500398,900-12,60024,73529,0322.38%+4,297
ALLISON TRANSMISSION HOLDING(ALSN)268,600258,600-10,00026,29630,2722.48%+3,976
GILEAD SCIENCES INC(GILD)265,100252,200-12,90032,53835,1492.88%+2,611
NEXTERA ENERGY INC(NEE)309,276291,676-17,60024,82927,0912.22%+2,262
POPULAR INC(BPOP)682,330648,130-34,20084,96486,9607.12%+1,996
WEBSTER FINANCIAL CORP - CT(WBS)516,201492,201-24,00032,49034,1692.80%+1,679
INGREDION INC(INGR)221,700229,600+7,90024,44525,8672.12%+1,422
GAMING AND LEISURE PROPERTIE(GLPI)505,300540,300+35,00022,58223,9731.96%+1,391
HNI CORP(HNI)039,400+39,40001,3160.11%+1,316
TYSON FOODS INC-CL A(TSN)472,248451,348-20,90027,68328,9182.37%+1,235
NMI HOLDINGS INC(NMIH)20,40048,900+28,5008321,8340.15%+1,002
COVENANT LOGISTICS GROUP INC(CVLG)56,68276,482+19,8001,2492,0760.17%+827
CULLEN/FROST BANKERS INC(CFR)214,500204,000-10,50027,16227,9642.29%+802
PDD HOLDINGS INC(PDD)5,70013,600+7,9006461,3900.11%+743
CABOT CORP(CBT)23,77328,473+4,7001,5762,1440.18%+569
CVR ENERGY INC(CVI)67,00067,00001,7042,2550.18%+550
CARLISLE COS INC(CSL)3,5124,926+1,4141,1231,6430.13%+520
DIAMONDBACK ENERGY INC(FANG)10,67010,67001,6042,1100.17%+506
V2X INC(VVX)33,80034,200+4001,8442,3430.19%+499
PERDOCEO EDUCATION CORP(PRDO)60,60060,60001,7772,2550.18%+478
BUCKLE INC/THE(BKE)25,00035,683+10,6831,3361,7970.15%+461
ANI PHARMACEUTICALS INC(ANIP)9,70015,600+5,9007661,2000.10%+434
ENNIS INC(EBF)105,100105,10001,8932,2510.18%+358
NORTHEAST BANK
COM
47,50046,600-9004,9375,2360.43%+300
AVNET INC35,60032,200-3,4001,7121,9840.16%+273
EAGLE MATERIALS INC(EXP)7,0008,900+1,9001,4471,6860.14%+239
APPLIED INDUSTRIAL TECH INC(AIT)7,0007,600+6001,7972,0160.16%+219
INGLES MARKETS INC-CLASS A(IMKTA)32,28326,983-5,3002,2132,4260.20%+213
PEOPLES BANCORP INC(PEBO)64,70064,70001,9432,1270.17%+184
BOK FINANCIAL CORPORATION(BOKF)18,16418,16402,1522,3260.19%+174
BANK OF N.T. BUTTERFIELD&SON
SHS NEW
45,60045,60002,2722,3930.20%+121
ESSENTIAL PROPERTIES REALTY60,70063,200+2,5001,8001,9190.16%+118
AVIDIA BANCORP INC(AVBC)40,00040,00006727870.06%+114
WABASH NATIONAL CORP(WNC)144,670158,070+13,4001,2511,3630.11%+111
SABRA HEALTH CARE REIT INC(SBRA)101,400105,000+3,6001,9212,0190.17%+99
BAR HARBOR BANKSHARES70,00070,00002,1742,2720.19%+98
LAUREATE EDUCATION INC(LAUR)71,80071,80002,4182,5020.20%+84
BUSINESS FIRST BANCSHARES(BFST)82,40082,40002,1542,2280.18%+74
INDEPENDENT BANK CORP/MA32,43932,43902,3712,4400.20%+69
SOUTHSIDE BANCSHARES INC(SBSI)62,22762,944+7171,8911,9570.16%+66
SOUTH PLAINS FINANCIAL INC(SPFI)121,000113,400-7,6004,6954,7510.39%+57
ACUITY BRANDS INC(AYI)4,7006,200+1,5001,6921,7370.14%+45
DNOW INC(DNOW)107,800121,000+13,2001,4281,4410.12%+13
BLACK HILLS CORP33,70033,70002,3392,3390.19%-0
NETSTREIT CORP(NTST)116,000107,900-8,1002,0462,0320.17%-14
EXELIXIS INC(EXEL)26,30026,30001,1531,1280.09%-25
HOMETRUST BANCSHARES INC(HTB)105,000105,00004,5094,4780.37%-30
WINNEBAGO INDUSTRIES(WGO)30,06738,067+8,0001,2181,1800.10%-39
SOUTH STATE CORP25,76125,76102,4242,3830.20%-41
M & T BANK CORP(MTB)125,994122,594-3,40025,38525,3432.07%-43
OFG BANCORP(OFG)108,000108,00004,4264,3700.36%-56
FIRST SEACOAST BANCORP INC(FSEA)90,53790,53701,1951,1370.09%-58
CREDICORP LTD(BAP)2,7002,000-7007756780.06%-97
AMPHASTAR PHARMACEUTICALS IN(AMPH)35,53243,232+7,7009528470.07%-105
PHILLIPS EDISON & COMPANY IN(PECO)59,60053,500-6,1002,1202,0020.16%-118
SUPERNUS PHARMACEUTICALS INC(SUPN)25,80022,500-3,3001,2821,1630.10%-119
GENERAL DYNAMICS CORP.(GD)89,45487,354-2,10030,11629,9822.45%-134
CITY HOLDING CO(CHCO)20,79519,095-1,7002,4792,2820.19%-197
EPLUS INC(PLUS)26,10027,700+1,6002,2892,0840.17%-205
COMMERCIAL BANCGROUP INC(CBK)83,50070,400-13,1002,0511,8320.15%-219
KFORCE INC(KFRC)22,89416,557-6,3377084840.04%-224
CHUBB LTD
COM
91,12586,525-4,60028,44228,2012.31%-241
HARMONY BIOSCIENCES HOLDINGS(HRMY)36,10036,10001,3511,0110.08%-340
BARRETT BUSINESS SVCS INC38,80030,800-8,0001,4058990.07%-506
EURONET WORLDWIDE INC(EEFT)10,8004,500-6,3008222990.02%-523
INTERNATIONAL BANCSHARES CORP(IBOC)477,304463,004-14,30031,71231,1562.55%-557
PROGRESS SOFTWARE CORP(PRGS)31,60023,400-8,2001,3586000.05%-757
GRAPHIC PACKAGING HOLDING CO(GPK)58,7000-58,7008840—-884
MAXIMUS INC(MMS)10,9000-10,9009410—-941
LKQ CORP(LKQ)707,500683,000-24,50021,36720,0601.64%-1,307
AMERICAN EAGLE OUTFITTERS54,9000-54,9001,4480—-1,448
SMURFIT WESTROCK PLC(SW)1,447,6501,366,550-81,10055,98154,4574.46%-1,524
ABERCROMBIE & FITCH CO-CL A14,4000-14,4001,8130—-1,813
EVERTEC INC(EVTC)64,7000-64,7001,8820—-1,882
ABBVIE INC(ABBV)119,777116,677-3,10027,36825,3762.08%-1,992
SLM CORP(SLM)1,245,6001,429,100+183,50033,70630,5972.50%-3,109
JPMORGAN CHASE & CO(JPM)117,255117,552+29737,78234,5792.83%-3,203
CVS HEALTH CORP(CVS)525,300517,700-7,60041,68837,1813.04%-4,507
ELEVANCE HEALTH INC(ELV)73,94171,641-2,30025,92020,9731.72%-4,947
CAPITAL ONE FINANCIAL CORP(COF)115,044113,644-1,40027,88220,7321.70%-7,150
NOMAD FOODS LTD(NOMD)2,329,6002,102,800-226,80029,14320,2081.65%-8,935
MKS INC(MKSI)265,100134,700-130,40042,36330,9552.53%-11,408
UNITEDHEALTH GROUP INC(UNH)44,7120-44,71214,7600—-14,760
SALLY BEAUTY HOLDINGS INC1,747,8290-1,747,82924,9240—-24,924
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Polaris Capital Management, LLC — 13F Holdings — Q1 2026 | TickerTrail