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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MKSI	MKS INC	Technology	134,700	$31.0M	2.53%	SOLD
2	SSB	SOUTH STATE CORP	Financial Services	25,761	$2.4M	0.20%	SOLD
3	WNC	WABASH NATIONAL CORP	Industrials	158,070	$1.4M	0.11%	SOLD
4	WGO	WINNEBAGO INDUSTRIES	Consumer Cyclical	38,067	$1.2M	0.10%	SOLD
5	—	FIRST SEACOAST BANCORP INC	—	90,537	$1.1M	0.09%	SOLD
6	KFRC	KFORCE INC	Industrials	16,557	$484K	0.04%	SOLD
7	EEFT	EURONET WORLDWIDE INC	Technology	4,500	$299K	0.02%	SOLD

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%