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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  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEFA ISHARES TR 51,225.0 $4.9M 0.64% -2K -4.2% $96.58 +1.4%
22 AIR AAR CORP Industrials 32,984.0 $4.7M 0.61% -716.0 -2.1% $142.93 -18.0%
23 TSAT TELESAT CORP Technology 91,739.0 $4.6M 0.60% -1K -1.2% $50.62 -3.6%
24 IEMG ISHARES INC 48,213.0 $4.0M 0.52% -7K -13.1% $82.84 -3.3%
25 FIVE FIVE BELOW INC Consumer Cyclical 18,194.0 $3.3M 0.42% -548.0 -2.9% $179.79 +32.2%
26 RY ROYAL BK CDA Financial Services 12,838.0 $2.7M 0.34% -428.0 -3.2% $206.97 -2.3%
27 CAE CAE INC Industrials 63,645.0 $1.6M 0.21% -2K -3.2% $25.06 -4.0%
28 CXDO CREXENDO INC Communication Services 183,171.0 $1.4M 0.18% -12K -6.2% $7.47 -24.5%
29 SHOP SHOPIFY INC Technology 10,584.0 $1.2M 0.16% -353.0 -3.2% $114.18 +13.8%
30 FSV FIRSTSERVICE CORP NEW Real Estate 6,330.0 $900K 0.12% -211.0 -3.2% $142.11 -6.8%
31 BN BROOKFIELD CORP Financial Services 20,648.0 $879K 0.11% -688.0 -3.2% $42.59 -13.1%
32 WPM WHEATON PRECIOUS METALS CORP Basic Materials 6,384.0 $717K 0.09% -213.0 -3.2% $112.32 +30.6%
33 AEM AGNICO EAGLE MINES LTD Basic Materials 4,478.0 $695K 0.09% -149.0 -3.2% $155.13 +26.1%
Page 2 of 2  ·  33 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%