Fund HoldingsPolaris Capital Management, LLC

Total Portfolio Value
$1.86B
Total Bought
$3.83M
Total Sold
$818.21M
Net Transaction
-$814.38M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
MARATHON PETROLEUM CORP(MPC)357,494297,894-59,60041,68445,0832.43%+3,399
NORTHEAST BANK
COM
027,200+27,20001,2000.06%+1,200
ACUITY BRANDS INC(AYI)05,000+5,00008520.05%+852
BUCKLE INC/THE(BKE)022,300+22,30007450.04%+745
SOUTH PLAINS FINANCIAL INC(SPFI)178,900178,90004,0274,7300.25%+703
OFG BANCORP(OFG)183,900183,90004,7965,4910.30%+695
DRIL-QUIP INC55,60055,60001,2941,5660.08%+272
SOUTHSIDE BANCSHARES INC(SBSI)30,10036,700+6,6007871,0530.06%+266
DIAMONDBACK ENERGY INC(FANG)10,67010,67001,4021,6530.09%+251
HERCULES CAPITAL INC.(HCXY)118,398121,860+3,4621,7522,0010.11%+249
PERDOCEO EDUCATION CORP(PRDO)118,80098,500-20,3001,4581,6840.09%+227
EXELIXIS INC(EXEL)79,90079,90001,5271,7460.09%+219
APPLIED INDUSTRIAL TECH INC(AIT)11,80011,80001,7091,8240.10%+115
BARRETT BUSINESS SVCS INC26,30026,30002,2932,3730.13%+80
V2X INC(VVX)33,10033,10001,6401,7100.09%+70
ENNIS INC(EBF)78,20078,20001,5941,6590.09%+66
CABOT CORP(CBT)25,57325,57301,7111,7710.10%+61
EASTERN BANKSHARES INC(EBC)200,000200,00002,4542,5080.14%+54
INDEPENDENT BANK CORP/MA7,6397,63903403750.02%+35
SOUTH STATE CORP14,76114,76109719940.05%+23
EVERTEC INC(EVTC)49,80049,80001,8341,8520.10%+17
CARLISLE COS INC(CSL)3,5003,50008989070.05%+10
JANUS INTERNATIONAL GROUP IN91,50091,50009759790.05%+4
CITY HOLDING CO(CHCO)4,1954,19503783790.02%+2
CFSB BANCORP INC10,00010,000080700.00%-10
BOK FINANCIAL CORPORATION(BOKF)14,06414,06401,1361,1250.06%-11
KIMBALL ELECTRONICS INC50,24550,24501,3881,3760.07%-13
FIRST SEACOAST BANCORP INC27,53727,53702212030.01%-18
COLONY BANKCORP INC.464,050434,528-29,5224,3714,3430.23%-28
CREDICORP LTD(BAP)1,8001,80002662300.01%-35
CSG SYSTEMS INTL INC24,00024,00001,2661,2270.07%-39
FNB CORP(FNB)61,98061,98007096690.04%-40
BAR HARBOR BANKSHARES43,40043,40001,0691,0260.06%-44
PEOPLES BANCORP INC(PEBO)50,30050,30001,3351,2770.07%-59
REGAL REXNORD CORP(RRX)6,7896,78901,0459700.05%-75
HARMONY BIOSCIENCES HOLDINGS(HRMY)36,10036,10001,2701,1830.06%-87
KFORCE INC(KFRC)29,49429,49401,8481,7600.09%-88
WINNEBAGO INDUSTRIES(WGO)12,56712,56708387470.04%-91
AIR LEASE CORP
CL A
43,30043,30001,8121,7060.09%-106
SUPERNUS PHARMACEUTICALS INC(SUPN)42,50042,50001,2781,1720.06%-106
EURONET WORLDWIDE INC(EEFT)4,1004,600+5004813650.02%-116
KNIGHT-SWIFT TRANSPORTATION(KNX)21,49421,49401,1941,0780.06%-116
GRAPHIC PACKAGING HOLDING CO(GPK)91,60091,60002,2012,0410.11%-160
MAXIMUS INC(MMS)16,60016,60001,4031,2400.07%-163
STANDARD MOTOR PRODS(SMP)42,60042,60001,5981,4320.08%-166
JAZZ PHARMACEUTICALS PLC(JAZZ)1,296,6601,240,360-56,300160,747160,5528.65%-195
PACIRA BIOSCIENCES INC(PCRX)25,30025,30001,0147760.04%-238
CVR ENERGY INC(CVI)48,00034,400-13,6001,4381,1710.06%-267
WABASH NATIONAL CORP74,70074,70001,9151,5780.09%-338
CURTISS-WRIGHT CORP(CW)10,4007,800-2,6001,9101,5260.08%-384
COMPUTER PROGRAMS & SYSTEMS64,15073,850+9,7001,5841,1770.06%-407
EAGLE MATERIALS INC(EXP)13,80011,700-2,1002,5731,9480.10%-624
CAMBRIDGE BANCORP165,257131,557-33,7008,9758,1950.44%-780
NOV INC(NOV)2,661,0421,977,053-683,98942,68341,3202.23%-1,363
DIME COMMUNITY BANCSHARES INC(DCBG)587,244447,180-140,06410,3538,9260.48%-1,427
PREMIER FINANCIAL CORP469,083353,283-115,8007,5156,0270.32%-1,488
NOMAD FOODS LTD(NOMD)2,843,9002,729,300-114,60049,82541,5402.24%-8,285
M & T BANK CORP(MTB)253,398176,494-76,90431,36122,3181.20%-9,043
BROOKLINE BANCORP INC1,111,4860-1,111,4869,7140-9,714
GENERAL DYNAMICS CORP.(GD)220,264167,164-53,10047,39036,9381.99%-10,452
CULLEN/FROST BANKERS INC(CFR)264,100191,100-73,00028,39917,4300.94%-10,968
ABBVIE INC(ABBV)419,016303,979-115,03756,45445,3112.44%-11,143
CARLYLE GROUP INC/THE(CG)993,900673,400-320,50031,75520,3101.09%-11,445
WEBSTER FINANCIAL CORP - CT(WBS)1,171,495812,695-358,80044,22432,7601.77%-11,464
CVS HEALTH CORP(CVS)633,800463,100-170,70043,81532,3341.74%-11,481
UNITED THERAPEUTICS CORP(UTHR)193,150134,550-58,60042,63830,3911.64%-12,247
POPULAR INC(BPOP)2,561,2782,264,278-297,000155,009142,6727.69%-12,336
CHUBB LTD
COM
272,869190,969-81,90052,54439,7562.14%-12,788
TYSON FOODS INC-CL A(TSN)918,263672,563-245,70046,86833,9581.83%-12,910
UNITEDHEALTH GROUP INC(UNH)107,25276,452-30,80051,55038,5462.08%-13,003
NORTHERN TRUST CORP(NTRS)535,400373,200-162,20039,69525,9301.40%-13,765
SCIENCE APPLICATIONS INTE(SAIC)469,000358,000-111,00052,75337,7832.04%-14,970
INTERNATIONAL BANCSHARES CORP(IBOC)1,154,408822,108-332,30051,02535,6301.92%-15,395
WILLIAMS COS INC(WMB)1,793,5001,274,000-519,50058,52242,9212.31%-15,601
GILEAD SCIENCES INC(GILD)641,500446,800-194,70049,44033,4831.80%-15,957
BERRY GLOBAL GROUP INC865,600640,400-225,20055,69339,6472.14%-16,046
SALLY BEAUTY HOLDINGS INC2,537,9251,732,858-805,06731,34314,5210.78%-16,822
INGREDION INC(INGR)490,200354,800-135,40051,93734,9121.88%-17,024
ELEVANCE HEALTH INC(ELV)123,46986,669-36,80054,85637,7372.03%-17,119
SLM CORP(SLM)2,583,1001,823,000-760,10042,15624,8291.34%-17,327
AVNET INC1,095,118764,118-331,00055,24936,8231.98%-18,426
CAPITAL ONE FINANCIAL CORP(COF)453,408315,808-137,60049,58930,6491.65%-18,940
NEXTERA ENERGY INC(NEE)545,164373,964-171,20040,45121,4241.15%-19,027
JPMORGAN CHASE & CO(JPM)452,251308,351-143,90065,77544,7172.41%-21,058
ALLISON TRANSMISSION HOLDING(ALSN)1,355,200937,900-417,30076,51555,3922.98%-21,122
MICROSOFT CORP.(MSFT)180,126124,026-56,10061,34039,1612.11%-22,179
INTERPUBLIC GROUP OF COS INC1,536,4001,191,400-345,00059,27434,1461.84%-25,129
CROCS INC(CROX)549,406400,177-149,22961,77535,3081.90%-26,468
LINDE PLC(LIN)579,388518,592-60,796220,793193,09810.40%-27,695
TECNOGLASS INC(TGLS)1,166,364978,564-187,80060,25432,2531.74%-28,001
MKS INSTRUMENTS INC(MKSI)645,700461,300-184,40069,80039,9212.15%-29,879
ARROW ELECTRONICS INC493,003263,503-229,50070,61333,0011.78%-37,612
CARTER'S INC(CRI)543,2130-543,21339,4370-39,437
HORIZON THERAPEUTICS PLC624,5000-624,50064,2300-64,230
AMCOR PLC(AMCR)14,652,8725,973,491-8,679,381146,23654,7172.95%-91,518
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