Fund HoldingsPolaris Capital Management, LLC

Total Portfolio Value
$2.03B
Total Bought
$156.73M
Total Sold
$80.65M
Net Transaction
+$76.09M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
GAMING AND LEISURE PROPERTIE(GLPI)0750,900+750,900038,6341.90%+38,634
TECNOGLASS INC(TGLS)831,864840,164+8,30041,74357,6862.84%+15,943
ALLISON TRANSMISSION HOLDING(ALSN)621,100596,800-24,30047,14157,3352.82%+10,193
EASTERN BANKSHARES INC(EBC)182,200741,366+559,1662,54712,1510.60%+9,604
NOMAD FOODS LTD(NOMD)3,175,3003,138,200-37,10052,32959,8142.95%+7,485
SALLY BEAUTY HOLDINGS INC2,372,9292,396,529+23,60025,46232,5211.60%+7,059
GILEAD SCIENCES INC(GILD)421,900428,300+6,40028,94735,9091.77%+6,962
INGREDION INC(INGR)309,200308,700-50035,46542,4252.09%+6,959
NEXTERA ENERGY INC(NEE)508,864502,264-6,60036,03342,4562.09%+6,424
ABBVIE INC(ABBV)234,479235,379+90040,21846,4832.29%+6,265
SCIENCE APPLICATIONS INTE(SAIC)258,100260,500+2,40030,34036,2801.79%+5,940
POPULAR INC(BPOP)1,875,0781,711,378-163,700165,813171,6008.45%+5,787
M & T BANK CORP(MTB)188,894191,894+3,00028,59134,1801.68%+5,589
CHUBB LTD
COM
131,269132,069+80033,48438,0871.88%+4,603
ARROW ELECTRONICS INC248,503258,403+9,90030,00934,3241.69%+4,314
SLM CORP(SLM)1,636,1001,658,600+22,50034,01537,9321.87%+3,918
UNITED THERAPEUTICS CORP(UTHR)148,550141,950-6,60047,32150,8682.51%+3,547
CULLEN/FROST BANKERS INC(CFR)315,800318,200+2,40032,09535,5941.75%+3,499
WEBSTER FINANCIAL CORP - CT(WBS)742,495768,695+26,20032,36535,8291.77%+3,464
DIME COMMUNITY BANCSHARES INC(DCBG)409,080409,880+8008,34511,8050.58%+3,459
INTERPUBLIC GROUP OF COS INC1,095,8001,103,700+7,90031,87734,9101.72%+3,033
CAPITAL ONE FINANCIAL CORP(COF)231,608233,008+1,40032,06634,8881.72%+2,822
NORTHERN TRUST CORP(NTRS)396,100398,600+2,50033,26435,8861.77%+2,621
NORTHEAST BANK
COM
27,20047,900+20,7001,6553,6950.18%+2,039
CARLYLE GROUP INC/THE(CG)777,000771,300-5,70031,19733,2121.64%+2,016
ESSENTIAL PROPERTIES REALTY058,200+58,20001,9880.10%+1,988
INGLES MARKETS INC-CLASS A(IMKTA)026,300+26,30001,9620.10%+1,962
CVS HEALTH CORP(CVS)451,100454,800+3,70026,64228,5981.41%+1,956
UNITEDHEALTH GROUP INC(UNH)64,25259,152-5,10032,72134,5851.70%+1,864
WILLIAMS COS INC(WMB)1,059,0001,026,000-33,00045,00846,8372.31%+1,829
TYSON FOODS INC-CL A(TSN)635,863637,563+1,70036,33337,9731.87%+1,640
JPMORGAN CHASE & CO(JPM)217,251215,351-1,90043,94145,4092.24%+1,468
PREMIER FINANCIAL CORP343,983346,783+2,8007,0388,1420.40%+1,105
INTERNATIONAL BANCSHARES CORP(IBOC)720,808707,408-13,40041,23742,2962.08%+1,058
H&E EQUIPMENT SERVICES INC18,60037,000+18,4008221,8010.09%+980
HARMONY BIOSCIENCES HOLDINGS(HRMY)28,50045,000+16,5008601,8000.09%+940
OFG BANCORP(OFG)176,600167,800-8,8006,6147,5380.37%+924
SOUTHSIDE BANCSHARES INC(SBSI)43,20061,500+18,3001,1932,0560.10%+863
SOUTH PLAINS FINANCIAL INC(SPFI)166,700157,200-9,5004,5015,3320.26%+831
GLOBAL MEDICAL REIT INC135,500206,000+70,5001,2302,0410.10%+811
INNOVEX INTERNATIONAL INC(INVX)045,800+45,80006720.03%+672
CURTISS-WRIGHT CORP(CW)7,2007,800+6001,9512,5640.13%+613
MAXIMUS INC(MMS)16,60021,800+5,2001,4232,0310.10%+608
EAGLE MATERIALS INC(EXP)8,4008,40001,8272,4160.12%+590
CVR ENERGY INC(CVI)34,40063,200+28,8009211,4550.07%+535
COLONY BANKCORP INC.119,479124,479+5,0001,4641,9320.10%+468
CSG SYSTEMS INTL INC24,00029,800+5,8009881,4500.07%+462
CARLISLE COS INC(CSL)4,0004,600+6001,6212,0690.10%+448
ENNIS INC(EBF)72,40082,300+9,9001,5852,0020.10%+417
EVERTEC INC(EVTC)49,80060,500+10,7001,6562,0500.10%+394
SOUTH STATE CORP17,56117,56101,3421,7070.08%+365
BOK FINANCIAL CORPORATION(BOKF)18,26419,464+1,2001,6742,0360.10%+363
TRUBRIDGE INC105,550116,150+10,6001,0561,3890.07%+334
GRAPHIC PACKAGING HOLDING CO(GPK)91,60091,60002,4012,7100.13%+310
V2X INC(VVX)37,60037,60001,8032,1000.10%+297
INDEPENDENT BANK CORP/MA7,63911,339+3,7003876700.03%+283
BUCKLE INC/THE(BKE)33,50033,50001,2371,4730.07%+236
FIRST SEACOAST BANCORP INC45,43770,637+25,2004096410.03%+232
EXELIXIS INC(EXEL)61,90061,90001,3911,6060.08%+215
REGAL REXNORD CORP(RRX)6,7896,78909181,1260.06%+208
KFORCE INC(KFRC)29,49432,994+3,5001,8322,0270.10%+195
WINNEBAGO INDUSTRIES(WGO)23,06724,767+1,7001,2501,4390.07%+189
SUPERNUS PHARMACEUTICALS INC(SUPN)42,50042,50001,1371,3250.07%+188
PERDOCEO EDUCATION CORP(PRDO)36,60043,500+6,9007849670.05%+183
BAR HARBOR BANKSHARES43,40043,40001,1671,3380.07%+172
ACUITY BRANDS INC(AYI)5,0005,00001,2071,3770.07%+170
EURONET WORLDWIDE INC(EEFT)6,5008,300+1,8006738240.04%+151
CABOT CORP(CBT)25,57322,073-3,5002,3502,4670.12%+117
CFSB BANCORP INC10,00024,300+14,300661680.01%+102
CITY HOLDING CO(CHCO)8,0958,09508609500.05%+90
GENERAL DYNAMICS CORP.(GD)142,764137,364-5,40041,42241,5112.04%+90
JANUS INTERNATIONAL GROUP IN91,500122,000+30,5001,1561,2330.06%+78
CREDICORP LTD(BAP)3,8003,80006136880.03%+75
FNB CORP(FNB)61,98061,98008488750.04%+27
KNIGHT-SWIFT TRANSPORTATION(KNX)27,19425,394-1,8001,3581,3700.07%+12
PEOPLES BANCORP INC(PEBO)50,30050,30001,5091,5140.07%+5
TECNOGLASS INC 65 CALL 7/19/2024(TGLS)1000-10010-1
AIR LEASE CORP
CL A
43,30044,400+1,1002,0582,0110.10%-47
APPLIED INDUSTRIAL TECH INC(AIT)11,0009,300-1,7002,1342,0750.10%-59
DNOW INC(DNOW)101,700101,70001,3961,3150.06%-81
UNITEDHEALTH GROUP INC 520 CALL 8/16/2024(UNH)900-901410-141
PACIRA BIOSCIENCES INC(PCRX)5,6000-5,6001600-160
BARRETT BUSINESS SVCS INC92,00075,400-16,6003,0152,8280.14%-187
WABASH NATIONAL CORP76,20076,20001,6641,4620.07%-202
DIAMONDBACK ENERGY INC(FANG)10,67010,67002,1361,8400.09%-297
KIMBALL ELECTRONICS INC50,24540,045-10,2001,1047410.04%-363
LKQ CORP(LKQ)672,100680,300+8,20027,95327,1581.34%-795
DRIL QUIP INC60,5000-60,5001,1250-1,125
CROCS INC(CROX)361,077354,677-6,40052,69651,3612.53%-1,335
JAZZ PHARMACEUTICALS PLC(JAZZ)1,375,4601,305,560-69,900146,803145,4527.17%-1,350
LINDE PLC(LIN)442,436404,036-38,400194,145192,6699.49%-1,477
ELEVANCE HEALTH INC(ELV)73,36972,769-60039,75637,8401.86%-1,916
MARATHON PETROLEUM CORP(MPC)210,594211,494+90036,53434,4541.70%-2,079
HERCULES CAPITAL INC.(HCXY)128,6650-128,6652,6310-2,631
MICROSOFT CORP.(MSFT)104,926101,626-3,30046,89743,7302.15%-3,167
NOV INC(NOV)1,817,1531,845,553+28,40034,54429,4731.45%-5,071
CAMBRIDGE BANCORP112,8270-112,8277,7850-7,785
MKS INSTRUMENTS INC(MKSI)358,600354,000-4,60046,82638,4831.90%-8,343
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