EdgeMarket › What Polaris Capital Management, Llc reported owning
What Polaris Capital Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
84Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| BPOP POPULAR, INC. | 87.0M | 7.1% | 648.1K | 169.07 | +41.7% |
| JAZZ Jazz Pharmaceuticals plc | 78.5M | 6.4% | 415.4K | 254.28 | +113.6% |
| LIN LINDE PLC | 61.8M | 5.1% | 124.6K | 487.57 | +1.1% |
| UTHR UNITED THERAPEUTICS Corp | 57.3M | 4.7% | 96.7K | 513.12 | +67.4% |
| SW Smurfit Westrock plc | 54.5M | 4.5% | 1.4M | 49.39 | +17.7% |
| LNTH Lantheus Holdings, Inc. | 46.8M | 3.8% | 617.0K | 99.97 | +78.1% |
| ARW ARROW ELECTRONICS, INC. | 41.1M | 3.4% | 286.6K | 210.85 | +68.8% |
| MPC Marathon Petroleum Corp | 38.1M | 3.1% | 155.8K | 360.72 | +117.5% |
| CVS CVS HEALTH Corp | 37.2M | 3.0% | 517.7K | 93.02 | +31.3% |
| EMN EASTMAN CHEMICAL CO | 36.0M | 2.9% | 471.6K | 74.09 | +11.2% |
| GILD GILEAD SCIENCES, INC. | 35.1M | 2.9% | 252.2K | 146.12 | +23.1% |
| JPM JPMORGAN CHASE & CO | 34.6M | 2.8% | 117.6K | 351.58 | +20.3% |
| WBS WEBSTER FINANCIAL CORP | 34.2M | 2.8% | 492.2K | 77.57 | +33.2% |
| IBOC INTERNATIONAL BANCSHARES CORP | 31.2M | 2.5% | 463.0K | 71.49 | +4.4% |
| MKSI MKS INC | 31.0M | 2.5% | 134.7K | 279.11 | +180.9% |
| SLM SLM Corp | 30.6M | 2.5% | 1.4M | 26.46 | -13.7% |
| ALSN Allison Transmission Holdings Inc | 30.3M | 2.5% | 258.6K | 133.23 | +52.6% |
| GD GENERAL DYNAMICS CORP | 30.0M | 2.5% | 87.4K | 384.29 | +21.0% |
| WMB WILLIAMS COMPANIES, INC. | 29.0M | 2.4% | 398.9K | 70.49 | +23.2% |
| TSN TYSON FOODS, INC. | 28.9M | 2.4% | 451.3K | 58.48 | +3.4% |
| CB Chubb Ltd | 28.2M | 2.3% | 86.5K | 340.99 | +21.9% |
| CFR CULLEN/FROST BANKERS, INC. | 28.0M | 2.3% | 204.0K | 164.19 | +29.8% |
| NEE NEXTERA ENERGY INC | 27.1M | 2.2% | 291.7K | 83.65 | +9.8% |
| INGR Ingredion Inc | 25.9M | 2.1% | 229.6K | 106.84 | -15.7% |
| ABBV AbbVie Inc. | 25.4M | 2.1% | 116.7K | 264.96 | +26.7% |
| MTB M&T BANK CORP | 25.3M | 2.1% | 122.6K | 240.34 | +24.4% |
| GLPI Gaming & Leisure Properties, Inc. | 24.0M | 2.0% | 540.3K | 43.55 | -8.3% |
| ELV Elevance Health, Inc. | 21.0M | 1.7% | 71.6K | 400.54 | +29.2% |
| COF CAPITAL ONE FINANCIAL CORP | 20.7M | 1.7% | 113.6K | 217.91 | +1.5% |
| NOMD Nomad Foods Ltd | 20.2M | 1.7% | 2.1M | 11.81 | -21.5% |
| LKQ LKQ CORP | 20.1M | 1.6% | 683.0K | 25.77 | -15.8% |
| unmapped CUSIP 66405S100 | 5.2M | 0.4% | 46.6K | — | — |
| SPFI SOUTH PLAINS FINANCIAL, INC. | 4.8M | 0.4% | 113.4K | 44.21 | +11.5% |
| HTB HomeTrust Bancshares, Inc. | 4.5M | 0.4% | 105.0K | 46.70 | +17.9% |
| OFG OFG BANCORP | 4.4M | 0.4% | 108.0K | 52.23 | +21.6% |
| LAUR LAUREATE EDUCATION, INC. | 2.5M | 0.2% | 71.8K | 37.46 | +43.7% |
| INDB INDEPENDENT BANK CORP | 2.4M | 0.2% | 32.4K | 83.73 | +24.5% |
| IMKTA INGLES MARKETS INC | 2.4M | 0.2% | 27.0K | 84.94 | +30.5% |
| NTB Bank of N.T. Butterfield & Son Ltd | 2.4M | 0.2% | 45.6K | 58.61 | +31.9% |
| SSB SouthState Bank Corp | 2.4M | 0.2% | 25.8K | 106.86 | +10.6% |
| VVX V2X, Inc. | 2.3M | 0.2% | 34.2K | 78.50 | +37.9% |
| BKH BLACK HILLS CORP /SD/ | 2.3M | 0.2% | 33.7K | 71.69 | +19.4% |
| BOKF BOK FINANCIAL CORP | 2.3M | 0.2% | 18.2K | 140.47 | +33.0% |
| CHCO CITY HOLDING CO | 2.3M | 0.2% | 19.1K | 144.48 | +16.8% |
| BHB BAR HARBOR BANKSHARES | 2.3M | 0.2% | 70.0K | 39.65 | +29.1% |
| PRDO PERDOCEO EDUCATION Corp | 2.3M | 0.2% | 60.6K | 33.02 | +2.1% |
| CVI CVR ENERGY INC | 2.3M | 0.2% | 67.0K | 39.51 | +36.8% |
| EBF ENNIS, INC. | 2.3M | 0.2% | 105.1K | 21.57 | +19.7% |
| BFST Business First Bancshares, Inc. | 2.2M | 0.2% | 82.4K | 31.15 | +30.2% |
| CBT CABOT CORP | 2.1M | 0.2% | 28.5K | 85.19 | +7.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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