Fund Holdings — PenderFund Capital Management Ltd.

Total Portfolio Value
$638.55M
Total Bought
$99.85M
Total Sold
$87.82M
Net Transaction
+$12.02M
Filing Period:
Securities
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SharesValue ($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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NORTHERN OIL & GAS INC(NOG)00019,50649,7147.79%+30,207
EVOLENT HEALTH INC(EVH)0005,94622,8383.58%+16,892
TEUCRIUM COMMODITY TR(BTCK)0804,300+804,300014,7992.32%+14,799
MERITAGE HOMES CORP(MTH)000011,6951.83%+11,695
MDA SPACE LTD(MDA)0436,232+436,232011,0511.73%+11,051
NIO INC(NIO)00019,82229,6914.65%+9,869
ALIBABA GROUP HLDG LTD(BABA)00006,9521.09%+6,952
SUPER MICRO COMPUTER INC(SMCI)00005,2580.82%+5,258
EVOLENT HEALTH INC(EVH)0002,9067,8681.23%+4,963
PPL CAP FDG INC(PPL)00021,03925,8294.04%+4,790
WOLFSPEED INC(WOLF)8,125,0600-8,125,06012,08516,3002.55%+4,214
FLUENCE ENERGY INC(FLNC)00033,99737,9955.95%+3,997
BLUE MOON METALS INC(BMM)0565,298+565,29803,6610.57%+3,661
HIGHLANDER SILVER CORP(HSLV)0587,800+587,80003,4350.54%+3,435
TEUCRIUM COMMODITY TR(BTCK)0100,000+100,00002,4400.38%+2,440
NIO INC(NIO)00024,08326,2104.10%+2,127
GENERAC HLDGS INC(GNRC)010,850+10,85002,1190.33%+2,119
MAPLEBEAR INC(CART)59556,015+55,420272,0980.33%+2,072
MORGAN STANLEY EMERGING MKTS(EDD)0400,000+400,00002,0280.32%+2,028
DECKERS OUTDOOR CORP(DECK)2,11020,981+18,8712192,1000.33%+1,881
ADECOAGRO S A
COM
250,000250,00001,9833,7550.59%+1,773
SOUTHERN CO(SO)00032,14933,7595.29%+1,610
SHOPIFY INC(SHOP)012,800+12,80001,5190.24%+1,519
BOOZ ALLEN HAMILTON HLDG COR35017,620+17,270301,3750.22%+1,345
CLARIVATE PLC(CLVT)521,0001,113,600+592,6001,7402,8170.44%+1,077
WHEATON PRECIOUS METALS CORP(WPM)07,400+7,40009710.15%+971
EQUINOX GOLD CORP(EQX)12,077,0000-12,077,00028,54629,4374.61%+891
NATHANS FAMOUS INC(NATH)08,600+8,60008660.14%+866
MICROSOFT CORP(MSFT)02,300+2,30008510.13%+851
AMPHENOL CORP05,600+5,60007080.11%+708
NEXGEN ENERGY LTD(NXE)256,800263,000+6,2002,3633,0510.48%+688
CATERPILLAR INC(CAT)0900+90006380.10%+638
SSR MINING IN(SSRM)021,594+21,59406350.10%+635
DAY ONE BIOPHARMACEUTICALS I
COM
026,800+26,80005750.09%+575
ISOENERGY LTD111,600145,200+33,6001,0161,5390.24%+523
DRUGS MADE IN AMER ACQ II CO
USD ORD SHS
049,700+49,70004960.08%+496
KORE GROUP HLDGS INC052,184+52,18404710.07%+471
SELECT MED HLDGS CORP028,700+28,70004680.07%+468
NCR ATLEOS CORPORATION(NATL)010,700+10,70004660.07%+466
TRI POINTE HOMES INC
COM
09,900+9,90004630.07%+463
AMICUS THERAPEUTIC
COM
11,90041,100+29,2001695940.09%+425
ARM HOLDINGS PLC02,800+2,80004240.07%+424
GREAT LAKES DREDGE & DOCK CO023,200+23,20003940.06%+394
INTUIT(INTU)0900+90003890.06%+389
SERVICENOW INC(NOW)03,700+3,70003870.06%+387
CENOVUS ENERGY INC(CVE)40,00040,00006771,0620.17%+385
PENUMBRA INC(PEN)01,170+1,17003840.06%+384
ADOBE INC(ADBE)01,500+1,50003650.06%+365
CLEAR CHANNEL OUTDOOR HLDGS(CCO)0152,700+152,70003620.06%+362
PEAKSTONE REALTY TRUST
COMMON SHARES
016,500+16,50003450.05%+345
ARCELLX INC
COMMON STOCK
02,900+2,90003330.05%+333
IHS HOLDING LIMITED
ORD SHS
040,300+40,30003320.05%+332
INTEGRA RES CORP(ITRG)0120,000+120,00003240.05%+324
ASTRAZENECA PLC(AZN)01,665+1,66503230.05%+323
FLUOR CORP(FLR)45,14045,14001,7892,1060.33%+317
GREEN DOT CORP(GDOT)19,50048,100+28,6002505400.08%+290
WESTERN COPPER & GOLD CORP(WRN)68,500186,145+117,6451834720.07%+289
JANUS HENDERSON GROUP PLC3,5008,700+5,2001664470.07%+280
HOLOGIC INC4,4008,000+3,6003286050.09%+277
CHART INDS INC1,8003,100+1,3003716410.10%+270
ZIM INTEGRATED SHIPPING SERV
SHS
09,900+9,90002610.04%+261
KENNEDY-WILSON HOLDINGS INC21,20042,200+21,0002054570.07%+252
IDEA ACQUISITION CORP(IACO)025,000+25,00002480.04%+248
VINE HILL CAP INVTS CORP II
CL A
025,000+25,00002480.04%+248
BEL FUSE INC1,6002,700+1,1002434870.08%+244
LISATA THERAPEUTICS INC(LSTA)047,500+47,50002380.04%+238
AES CORP(AES)016,400+16,40002310.04%+231
SUNOPTA INC
COM
035,277+35,27702290.04%+229
ENHABIT INC
COM
015,800+15,80002230.03%+223
THERMON GROUP HLDGS INC04,400+4,40002220.03%+222
VERIS RESIDENTIAL INC011,600+11,60002190.03%+219
SILICON LABORATORIES INC(SLAB)01,000+1,00002080.03%+208
MISTER CAR WASH INC
COM
028,400+28,40001980.03%+198
KKR & CO INC(KKR)19,74029,340+9,6002,5162,7140.43%+197
TALKSPACE INC(TALK)036,900+36,90001910.03%+191
HIGHVIEW MERGER CORP(HVMC)018,000+18,00001810.03%+181
RANGE CAP ACQUISITION CORP I
CL A ORD SHS
017,320+17,32001730.03%+173
FONAR CORP(FOA)8,10017,300+9,2001503210.05%+171
BROOKFIELD RENEWABLE ENERGY
PARTNERSHIP UNIT
30,00030,00008119790.15%+168
GOLDEN ENTMT INC8,50014,855+6,3552313960.06%+165
ARMADA ACQUISITION CORP III(AACI)016,000+16,00001600.03%+160
ON24 INC
COM
18,90037,500+18,6001503040.05%+153
MCKINLEY ACQUISITION CORP(MKLY)014,900+14,90001500.02%+150
X3 ACQUISITION CORP LTD(XCBE)015,000+15,00001480.02%+148
CLEARWATER ANALYTICS HLDGS I7,10012,800+5,7001713030.05%+131
SEMRUSH HLDGS INC
CL A COM
18,02328,828+10,8052143440.05%+130
WARNER BROS DISCOVERY INC(WBD)16,80022,300+5,5004846120.10%+128
M3-BRIGADE ACQUISITION VI CO(MBVI)010,387+10,38701040.02%+104
BAIN CAP GSS INVT CORP
ORD CL A
010,000+10,00001010.02%+101
CHENGHE ACQUISITION III CO(CHEC)010,000+10,00001010.02%+101
TRAILBLAZER ACQUISITION CORP(BLZR)010,000+10,00001010.02%+101
GALATA ACQUISITION CORP II(LATA)010,000+10,00001000.02%+100
CAMBRIDGE ACQUISITION CORP(CAQ)010,000+10,00001000.02%+100
ITHAX ACQUISITION CORP III(ITHA)010,000+10,0000990.02%+99
ONESTREAM INC
CL A
03,900+3,9000940.01%+94
XENON PHARMACEUTICALS INC(XENE)6,8506,85003073980.06%+91
TREDEGAR CORP(TG)011,200+11,2000890.01%+89
UNITED SEC BANCSHARES CALIF08,300+8,3000870.01%+87
MONRO INC(MNRO)05,000+5,0000800.01%+80
BLUE FOUNDRY BANCORP
COM
21,60025,796+4,1962683420.05%+73
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