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Portfolio (Quarterly) Guide ↗

Polaris Capital Management, LLC

· CIK 0001316926
13F Portfolio $1.1B AUM 84 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 23 Added 42 Reduced 7 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DNOW DNOW INC Energy 130,400.0 $1.7M 0.16% +9K +7.8% $12.97 +19.8%
22 PDD PDD HOLDINGS INC Consumer Cyclical 21,400.0 $1.6M 0.15% +8K +57.4% $76.28 +17.4%
23 AVBC AVIDIA BANCORP INC Financial Services 62,600.0 $1.3M 0.12% +23K +56.5% $20.99 +4.3%
Page 2 of 2  ·  23 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
Healthcare 29.4%
Financial Services 28.7%
Basic Materials 8.5%
Technology 7.2%
Consumer Defensive 6.8%
Consumer Cyclical 5.7%
Energy 5.1%
Industrials 3.9%
Real Estate 2.5%
Utilities 2.1%