Fund HoldingsPolaris Capital Management, LLC

Total Portfolio Value
$2.07B
Total Bought
$280.95M
Total Sold
$254.46M
Net Transaction
+$26.49M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SMURFIT WESTROCK PLC(SW)03,020,764+3,020,7640162,6987.85%+162,698
VIPSHOP HOLDINGS LTD ADR(VIPS)04,684,100+4,684,100063,0953.04%+63,095
TECNOGLASS INC(TGLS)840,164860,964+20,80057,68668,2923.29%+10,606
SLM CORP(SLM)1,658,6001,590,000-68,60037,93243,8522.12%+5,920
CULLEN/FROST BANKERS INC(CFR)318,200307,800-10,40035,59441,3221.99%+5,728
CAPITAL ONE FINANCIAL CORP(COF)233,008224,508-8,50034,88840,0341.93%+5,146
CARLYLE GROUP INC/THE(CG)771,300745,000-26,30033,21237,6151.81%+4,403
WEBSTER FINANCIAL CORP CT(WBS)768,695725,695-43,00035,82940,0731.93%+4,244
HOMETRUST BANCSHARES INC(HTB)0120,800+120,80004,0690.20%+4,069
NORTHERN TRUST CORP(NTRS)398,600383,800-14,80035,88639,3401.90%+3,454
GILEAD SCIENCES INC(GILD)428,300417,600-10,70035,90938,5741.86%+2,665
BANK OF N.T. BUTTERFIELD&SON
SHS NEW
055,800+55,80002,0390.10%+2,039
ALLISON TRANSMISSION HOLDING(ALSN)596,800548,200-48,60057,33559,2382.86%+1,904
NETSTREIT CORP(NTST)0125,600+125,60001,7770.09%+1,777
JPMORGAN CHASE & CO(JPM)215,351195,851-19,50045,40946,9472.26%+1,539
M & T BANK CORP(MTB)191,894189,294-2,60034,18035,5891.72%+1,409
AMERICAN EAGLE OUTFITTERS062,400+62,40001,0400.05%+1,040
PREMIER FINANCIAL CORP346,783357,483+10,7008,1429,1410.44%+998
INDEPENDENT BANK CORP MA11,33925,339+14,0006701,6270.08%+956
AMPHASTAR PHARMACEUTICALS IN(AMPH)024,500+24,50009100.04%+910
NORTHEAST BANK
COM
47,90049,600+1,7003,6954,5500.22%+855
CITY HOLDING CO(CHCO)8,09513,895+5,8009501,6460.08%+696
INTERNATIONAL BANCSHARES CORP(IBOC)707,408677,808-29,60042,29642,8102.07%+514
PERDOCEO EDUCATION CORP(PRDO)43,50054,800+11,3009671,4510.07%+483
DIME COMMUNITY BANCSHARES INC(DCBG)409,880397,680-12,20011,80512,2230.59%+418
SUPERNUS PHARMACEUTICALS INC(SUPN)42,50047,000+4,5001,3251,7000.08%+374
WINNEBAGO INDUSTRIES(WGO)24,76736,467+11,7001,4391,7420.08%+303
CSG SYSTEMS INTL INC29,80033,000+3,2001,4501,6870.08%+237
COLONY BANKCORP INC.124,479133,179+8,7001,9322,1500.10%+218
WABASH NATIONAL CORP76,20097,800+21,6001,4621,6750.08%+213
HARMONY BIOSCIENCES HOLDINGS(HRMY)45,00058,300+13,3001,8002,0060.10%+206
BAR HARBOR BANKSHARES43,40050,000+6,6001,3381,5290.07%+191
INGLES MARKETS INC CLASS A(IMKTA)26,30032,800+6,5001,9622,1140.10%+152
AIR LEASE CORP
CL A
44,40044,40002,0112,1410.10%+130
CVR ENERGY INC(CVI)63,20084,500+21,3001,4551,5840.08%+128
ACUITY BRANDS INC(AYI)5,0005,00001,3771,4610.07%+84
PEOPLES BANCORP INC(PEBO)50,30050,30001,5141,5940.08%+80
FIRST SEACOAST BANCORP INC70,63770,63706417090.03%+69
SOUTH STATE CORP17,56117,56101,7071,7470.08%+40
EVERTEC INC(EVTC)60,50060,50002,0502,0890.10%+39
ENNIS INC(EBF)82,30095,500+13,2002,0022,0140.10%+13
H&E EQUIPMENT SERVICES INC37,00037,00001,8011,8120.09%+10
DNOW INC(DNOW)101,700101,70001,3151,3230.06%+8
CFSB BANCORP INC24,30024,30001681640.01%-3
KFORCE INC(KFRC)32,99435,694+2,7002,0272,0240.10%-4
CREDICORP LTD(BAP)3,8003,600-2006886600.03%-28
REGAL REXNORD CORP(RRX)6,7896,78901,1261,0530.05%-73
KIMBALL ELECTRONICS INC40,04534,935-5,1107416540.03%-87
DIAMONDBACK ENERGY INC(FANG)10,67010,67001,8401,7480.08%-91
SOUTHSIDE BANCSHARES INC(SBSI)61,50061,50002,0561,9530.09%-103
BOK FINANCIAL CORPORATION(BOKF)19,46418,164-1,3002,0361,9340.09%-103
EXELIXIS INC(EXEL)61,90045,000-16,9001,6061,4990.07%-108
KNIGHT SWIFT TRANSPORTATION(KNX)25,39423,494-1,9001,3701,2460.06%-124
MAXIMUS INC(MMS)21,80025,200+3,4002,0311,8810.09%-150
ESSENTIAL PROPERTIES REALTY58,20058,20001,9881,8200.09%-167
TRUBRIDGE INC116,15057,000-59,1501,3891,1240.05%-265
BARRETT BUSINESS SVCS INC75,40059,000-16,4002,8282,5630.12%-265
EURONET WORLDWIDE INC(EEFT)8,3005,400-2,9008245550.03%-268
BUCKLE INC/THE(BKE)33,50023,500-10,0001,4731,1940.06%-279
V2X INC(VVX)37,60037,60002,1001,7980.09%-302
CARLISLE COS INC(CSL)4,6004,60002,0691,6970.08%-372
APPLIED INDUSTRIAL TECH INC(AIT)9,3007,000-2,3002,0751,6760.08%-399
SOUTH PLAINS FINANCIAL INC(SPFI)157,200140,300-16,9005,3324,8750.24%-457
INNOVEX INTERNATIONAL INC(INVX)45,8000-45,8006720-672
EAGLE MATERIALS INC(EXP)8,4007,000-1,4002,4161,7270.08%-689
CABOT CORP(CBT)22,07318,273-3,8002,4671,6690.08%-799
EASTERN BANKSHARES INC(EBC)741,366654,366-87,00012,15111,2880.54%-863
FNB CORP(FNB)61,9800-61,9808750-875
GRAPHIC PACKAGING HOLDING CO(GPK)91,60058,700-32,9002,7101,5940.08%-1,116
TYSON FOODS INC CL A(TSN)637,563641,263+3,70037,97336,8341.78%-1,139
GLOBAL MEDICAL REIT INC206,000109,200-96,8002,0418430.04%-1,198
LKQ CORP(LKQ)680,300705,700+25,40027,15825,9341.25%-1,223
JANUS INTERNATIONAL GROUP IN122,0000-122,0001,2330-1,233
OFG BANCORP(OFG)167,800145,200-22,6007,5386,1450.30%-1,393
CURTISS-WRIGHT CORP(CW)7,8002,800-5,0002,5649940.05%-1,570
MKS INSTRUMENTS INC(MKSI)354,000352,400-1,60038,48336,7871.77%-1,696
INGREDION INC(INGR)308,700292,400-16,30042,42540,2231.94%-2,202
NOV INC(NOV)1,845,5531,831,193-14,36029,47326,7351.29%-2,738
CHUBB LTD
COM
132,069127,469-4,60038,08735,2201.70%-2,868
MICROSOFT CORP(MSFT)101,62694,826-6,80043,73039,9691.93%-3,761
GAMING AND LEISURE PROPERTIE(GLPI)750,900721,400-29,50038,63434,7431.68%-3,891
INTERPUBLIC GROUP OF COS INC1,103,7001,105,800+2,10034,91030,9851.49%-3,926
UNITED THERAPEUTICS CORP(UTHR)141,950131,850-10,10050,86846,5222.24%-4,346
ARROW ELECTRONICS INC258,403261,203+2,80034,32429,5471.43%-4,776
UNITEDHEALTH GROUP INC(UNH)59,15258,552-60034,58529,6191.43%-4,966
MARATHON PETROLEUM CORP(MPC)211,494210,994-50034,45429,4341.42%-5,021
ABBVIE INC(ABBV)235,379227,879-7,50046,48340,4941.95%-5,989
GENERAL DYNAMICS CORP(GD)137,364133,564-3,80041,51135,1931.70%-6,319
CVS HEALTH CORP(CVS)454,800489,500+34,70028,59821,9741.06%-6,624
SALLY BEAUTY HOLDINGS INC2,396,5292,392,129-4,40032,52124,9981.21%-7,523
SCIENCE APPLICATIONS INTE(SAIC)260,500254,600-5,90036,28028,4591.37%-7,821
NEXTERA ENERGY INC(NEE)502,264475,764-26,50042,45634,1081.65%-8,349
ELEVANCE HEALTH INC(ELV)72,76973,169+40037,84026,9921.30%-10,848
JAZZ PHARMACEUTICALS PLC(JAZZ)1,305,5601,085,860-219,700145,452133,7246.45%-11,729
CROCS INC(CROX)354,677343,177-11,50051,36137,5881.81%-13,773
WILLIAMS COS INC(WMB)1,026,000601,900-424,10046,83732,5751.57%-14,262
NOMAD FOODS LTD(NOMD)3,138,2002,661,800-476,40059,81444,6652.15%-15,149
POPULAR INC(BPOP)1,711,3781,565,478-145,900171,600147,2497.10%-24,351
LINDE PLC(LIN)404,036322,676-81,360192,669135,0956.52%-57,574
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