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Portfolio (Quarterly) Guide ↗

Pembroke Management, LTD

· CIK 0001063497
13F Portfolio $774M AUM 100 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 15 New 22 Added 33 Reduced
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AGI ALAMOS GOLD INC Basic Materials 21,627.0 $656K 0.09% +3K +16.6% $30.34 +13.5%
22 SPOT SPOTIFY TECHNOLOGY S A Communication Services 758.0 $348K 0.04% +225.0 +42.2% $459.13 +19.2%
Page 2 of 2  ·  22 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 39.0%
Technology 15.5%
Consumer Cyclical 12.9%
Financial Services 11.3%
Healthcare 5.9%
Consumer Defensive 4.1%
Communication Services 3.9%
Energy 3.9%
Basic Materials 3.3%
Real Estate 0.2%