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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 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PECO PHILLIPS EDISON & COMPANY IN Real Estate 52,600.0 $2.2M 0.21% -900.0 -1.7% $41.62 -5.3%
42 BAP CREDICORP LTD Financial Services 1,700.0 $662K 0.06% -300.0 -15.0% $389.58 -5.0%
Page 3 of 3  ·  42 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%