Polaris Capital Management, LLC Top Holdings and 13F Report (2025) About Polaris Capital Management, LLCInvestment ActivityPolaris Capital Management, LLC has $1.75 billion in total holdings as of March 31, 2025.Polaris Capital Management, LLC owns shares of 91 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 4.01% of the portfolio was purchased this quarter.About 23.16% of the portfolio was sold this quarter.This quarter, Polaris Capital Management, LLC has purchased 96 new stocks and bought additional shares in 18 stocks.Polaris Capital Management, LLC sold shares of 53 stocks and completely divested from 10 stocks this quarter.Largest Holdings Popular $123,253,725Vipshop $120,825,376SMURFIT WESTROCK PLC $111,312,754LINDE PLC $110,645,377Jazz Pharmaceuticals $109,147,714 Largest New Holdings this Quarter 22284P105 - Covenant Logistics Group $2,362,080 Holding743312100 - Progress Software $1,782,246 Holding294268107 - ePlus $1,684,428 Holding12326C105 - Business First Bancshares $1,582,750 Holding518613203 - Laureate Education $1,402,870 Holding Largest Purchases this Quarter Vipshop 3,021,600 shares (about $47.38M)Arrow Electronics 28,600 shares (about $2.97M)Covenant Logistics Group 106,400 shares (about $2.36M)Progress Software 34,600 shares (about $1.78M)MKS Instruments 21,200 shares (about $1.70M) Largest Sales this Quarter LINDE PLC 85,056 shares (about $39.61M)Jazz Pharmaceuticals 206,700 shares (about $25.66M)SMURFIT WESTROCK PLC 550,441 shares (about $24.80M)Popular 231,130 shares (about $21.35M)AbbVie 64,235 shares (about $13.46M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPolaris Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBPOPPopular$123,253,725$21,349,478 ▼-14.8%1,334,3487.0%FinanceVIPSVipshop$120,825,376$47,378,688 ▲64.5%7,705,7006.9%Computer and TechnologySMURFIT WESTROCK PLC$111,312,754$24,802,871 ▼-18.2%2,470,3236.4%CommonStockLINDE PLC$110,645,377$39,605,476 ▼-26.4%237,6206.3%CommonStockJAZZJazz Pharmaceuticals$109,147,714$25,661,805 ▼-19.0%879,1606.2%MedicalTGLSTecnoglass$56,092,624$5,509,350 ▼-8.9%783,9643.2%Retail/WholesaleALSNAllison Transmission$47,241,846$5,204,448 ▼-9.9%493,8002.7%Auto/Tires/TrucksSLMSLM$46,034,538$663,762 ▼-1.4%1,567,4002.6%FinanceUTHRUnited Therapeutics$42,248,404$1,603,004 ▲3.9%137,0502.4%MedicalGILDGilead Sciences$40,304,385$6,487,695 ▼-13.9%359,7002.3%MedicalNOMDNomad Foods$39,924,870$12,379,500 ▼-23.7%2,031,8002.3%Consumer StaplesJPMJPMorgan Chase & Co.$39,479,563$8,562,687 ▼-17.8%160,9442.3%FinanceIBOCInternational Bancshares$38,706,480$4,036,092 ▼-9.4%613,8042.2%FinanceCROXCrocs$35,831,986$613,411 ▼-1.7%337,4012.0%Consumer DiscretionaryCOFCapital One Financial$35,297,895$4,956,390 ▼-12.3%196,8652.0%FinanceINGRIngredion$34,559,676$4,975,728 ▼-12.6%255,6002.0%Consumer StaplesCVSCVS Health$34,376,350$1,212,725 ▲3.7%507,4002.0%MedicalABBVAbbVie$34,286,691$13,458,517 ▼-28.2%163,6442.0%MedicalWBSWebster Financial$33,992,122$3,417,456 ▼-9.1%659,4011.9%FinanceCBChubb$33,777,280$4,717,084 ▼-12.3%111,8491.9%FinanceCFRCullen/Frost Bankers$33,603,680$4,932,880 ▼-12.8%268,4001.9%FinanceGLPIGaming and Leisure Properties$32,270,600$4,448,660 ▼-12.1%634,0001.8%FinanceGDGeneral Dynamics$31,933,837$4,473,038 ▼-12.3%117,1541.8%AerospaceWMBWilliams Companies$31,720,608$4,248,936 ▼-11.8%530,8001.8%EnergyTSNTyson Foods$30,670,149$10,248,843 ▼-25.0%480,6481.8%Consumer StaplesARWArrow Electronics$30,090,246$2,969,538 ▲10.9%289,8031.7%Computer and TechnologyMKSIMKS Instruments$29,944,040$1,699,180 ▲6.0%373,6001.7%Computer and TechnologyMTBM&T Bank$29,725,053$4,111,250 ▼-12.2%166,2941.7%FinanceNEENextEra Energy$29,413,112$4,313,798 ▼-12.8%414,9121.7%UtilitiesCGThe Carlyle Group$28,503,501$3,971,049 ▼-12.2%653,9001.6%FinanceELVElevance Health$28,333,729$3,491,859 ▼-11.0%65,1411.6%MedicalSAICScience Applications International$27,618,420$965,522 ▼-3.4%246,0001.6%Computer and TechnologyLKQLKQ$27,476,586$2,543,892 ▼-8.5%645,9001.6%Auto/Tires/TrucksMPCMarathon Petroleum$27,321,537$3,418,179 ▼-11.1%187,5321.6%EnergyUNHUnitedHealth Group$26,979,410$3,687,200 ▼-12.0%51,5121.5%MedicalNOVNOV$21,068,437$6,802,320 ▼-24.4%1,384,2601.2%EnergySBHSally Beauty$20,393,614$1,207,311 ▼-5.6%2,258,4291.2%Retail/WholesaleNBNNortheast Bank$4,741,772$201,388 ▲4.4%51,8000.3%FinanceSPFISouth Plains Financial$4,567,248$79,488 ▼-1.7%137,9000.3%FinanceOFGOFG Bancorp$4,486,242$1,324,662 ▼-22.8%112,1000.3%FinanceHTBIHomeTrust Bancshares$4,093,032$47,992 ▼-1.2%119,4000.2%FinanceIMKTAIngles Markets$3,665,712$1,529,448 ▲71.6%56,2830.2%Retail/WholesaleCHCOCity$2,783,452$1,151,206 ▲70.5%23,6950.2%FinanceSSBSouthState$2,632,468$1,002,456 ▲61.5%28,3610.2%FinanceCVLGCovenant Logistics Group$2,362,080$2,362,080 ▲New Holding106,4000.1%TransportationNTBBank of N.T. Butterfield & Son$2,125,032$46,704 ▼-2.2%54,6000.1%FinanceBBSIBarrett Business Services$2,049,270$378,580 ▼-15.6%49,8000.1%Business ServicesNTSTNETSTREIT$1,990,7600.0%125,6000.1%FinanceEVTCEVERTEC$1,981,903$242,682 ▼-10.9%53,9000.1%Business ServicesEPRTEssential Properties Realty Trust$1,981,248$81,600 ▲4.3%60,7000.1%FinanceCBANColony Bankcorp$1,971,576$179,265 ▼-8.3%122,0790.1%FinanceINDBIndependent Bank$1,925,798$338,310 ▲21.3%30,7390.1%FinancePEBOPeoples Bancorp$1,919,002$427,104 ▲28.6%64,7000.1%FinanceBOKFBOK Financial$1,891,7810.0%18,1640.1%FinanceBHBBar Harbor Bankshares$1,849,650$374,650 ▲25.4%62,7000.1%FinanceALAir Lease$1,830,949$314,015 ▼-14.6%37,9000.1%TransportationPRDOPerdoceo Education$1,792,816$412,952 ▲29.9%71,2000.1%Consumer DiscretionaryPRGSProgress Software$1,782,246$1,782,246 ▲New Holding34,6000.1%Computer and TechnologySBSISouthside Bancshares$1,781,0400.0%61,5000.1%FinanceCSGSCSG Systems International$1,753,630$241,880 ▼-12.1%29,0000.1%Computer and TechnologyEBFEnnis$1,743,812$174,783 ▼-9.1%86,8000.1%IndustrialsCBTCabot$1,743,695$224,478 ▲14.8%20,9730.1%Basic MaterialsDNOWDNOW$1,737,0360.0%101,7000.1%IndustrialsFANGDiamondback Energy$1,705,9200.0%10,6700.1%EnergyPLUSePlus$1,684,428$1,684,428 ▲New Holding27,6000.1%Computer and TechnologyBFSTBusiness First Bancshares$1,582,750$1,582,750 ▲New Holding65,0000.1%FinanceAITApplied Industrial Technologies$1,577,3800.0%7,0000.1%IndustrialsEXELExelixis$1,554,332$107,068 ▼-6.4%42,1000.1%MedicalEXPEagle Materials$1,553,5100.0%7,0000.1%ConstructionGPKGraphic Packaging$1,523,8520.0%58,7000.1%IndustrialsSUPNSupernus Pharmaceuticals$1,411,525$127,725 ▼-8.3%43,1000.1%MedicalLAURLaureate Education$1,402,870$1,402,870 ▲New Holding68,6000.1%Consumer DiscretionaryCVICVR Energy$1,299,800$339,500 ▼-20.7%67,0000.1%EnergyWGOWinnebago Industries$1,256,6530.0%36,4670.1%ConstructionAYIAcuity Brands$1,237,745$79,005 ▼-6.0%4,7000.1%ConstructionHRMYHarmony Biosciences$1,198,159$736,818 ▼-38.1%36,1000.1%MedicalCSLCarlisle Companies$1,191,750$374,550 ▼-23.9%3,5000.1%Multi-Sector ConglomeratesBKEBuckle$1,122,776$222,256 ▲24.7%29,3000.1%Retail/WholesaleKFRCKforce$1,119,288$625,792 ▼-35.9%22,8940.1%Business ServicesWNCWabash National$1,080,6900.0%97,8000.1%Auto/Tires/TrucksVVXV2X$1,049,670$794,610 ▼-43.1%21,4000.1%Business ServicesAEOAmerican Eagle Outfitters$957,488$232,400 ▲32.1%82,4000.1%Retail/WholesaleAMPHAmphastar Pharmaceuticals$892,892$182,637 ▲25.7%30,8000.1%MedicalMMSMaximus$866,013$852,375 ▼-49.6%12,7000.0%Business ServicesFSEAFirst Seacoast Bancorp$822,9210.0%70,6370.0%FinanceRRXRegal Rexnord$772,9280.0%6,7890.0%IndustrialsGMREGlobal Medical REIT$670,250$285,250 ▼-29.9%76,6000.0%FinanceBAPCredicorp$670,1760.0%3,6000.0%FinanceEEFTEuronet Worldwide$576,9900.0%5,4000.0%FinanceKEKimball Electronics$254,975$319,706 ▼-55.6%15,5000.0%Computer and TechnologyCFSBCFSB Bancorp$185,4090.0%24,3000.0%FinanceMSFTMicrosoft$0$39,969,159 ▼-100.0%00.0%Computer and TechnologyNTRSNorthern Trust$0$39,339,500 ▼-100.0%00.0%FinanceIPGInterpublic Group of Companies$0$30,984,516 ▼-100.0%00.0%Business ServicesDCOMDime Community Bancshares$0$12,222,695 ▼-100.0%00.0%FinanceEBCEastern Bankshares$0$11,287,814 ▼-100.0%00.0%FinancePFCPremier Financial$0$9,140,840 ▼-100.0%00.0%FinanceHEESH&E Equipment Services$0$1,811,520 ▼-100.0%00.0%IndustrialsKNXKnight-Swift Transportation$0$1,246,122 ▼-100.0%00.0%TransportationCPSIComputer Programs and Systems$0$1,124,040 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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