Polaris Capital Management, LLC Top Holdings and 13F Report (2026) About Polaris Capital Management, LLCInvestment ActivityPolaris Capital Management, LLC has $1.22 billion in total holdings as of March 31, 2026.Polaris Capital Management, LLC owns shares of 84 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 4.58% of the portfolio was purchased this quarter.About 9.99% of the portfolio was sold this quarter.This quarter, Polaris Capital Management, LLC has purchased 89 new stocks and bought additional shares in 24 stocks.Polaris Capital Management, LLC sold shares of 39 stocks and completely divested from 7 stocks this quarter.Largest Holdings Popular $86,959,602Jazz Pharmaceuticals $78,524,942LINDE PLC $61,763,268United Therapeutics $57,311,517SMURFIT WESTROCK PLC $54,457,017 Largest New Holdings this Quarter 277432100 - Eastman Chemical $35,992,512 Holding404251100 - HNI $1,315,566 Holding Largest Purchases this Quarter Eastman Chemical 471,600 shares (about $35.99M)Lantheus 79,000 shares (about $5.99M)SLM 183,500 shares (about $3.93M)Gaming and Leisure Properties 35,000 shares (about $1.55M)HNI 39,400 shares (about $1.32M) Largest Sales this Quarter MKS 130,400 shares (about $29.97M)LINDE PLC 9,300 shares (about $4.61M)Popular 34,200 shares (about $4.59M)United Therapeutics 7,000 shares (about $4.15M)Jazz Pharmaceuticals 17,100 shares (about $3.23M) 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$86,959,602$4,588,614 ▼-5.0%648,1307.1%FinanceJAZZJazz Pharmaceuticals$78,524,942$3,232,755 ▼-4.0%415,3666.4%MedicalLINDE PLC$61,763,268$4,610,568 ▼-6.9%124,5835.1%CommonStockUTHRUnited Therapeutics$57,311,517$4,150,860 ▼-6.8%96,6504.7%MedicalSMURFIT WESTROCK PLC$54,457,017$3,231,835 ▼-5.6%1,366,5504.5%CommonStockLNTHLantheus$46,799,450$5,992,150 ▲14.7%617,0003.8%MedicalARWArrow Electronics$41,101,736$1,262,008 ▼-3.0%286,6033.4%Computer and TechnologyMPCMarathon Petroleum$38,051,058$1,977,858 ▼-4.9%155,8323.1%EnergyCVSCVS Health$37,181,214$545,832 ▼-1.4%517,7003.0%MedicalEMNEastman Chemical$35,992,512$35,992,512 ▲New Holding471,6002.9%Basic MaterialsGILDGilead Sciences$35,149,114$1,797,873 ▼-4.9%252,2002.9%MedicalJPMJPMorgan Chase & Co.$34,579,096$87,366 ▲0.3%117,5522.8%FinanceWBSWebster Financial$34,168,593$1,666,080 ▼-4.6%492,2012.8%FinanceIBOCInternational Bancshares$31,155,539$962,247 ▼-3.0%463,0042.5%FinanceMKSIMKS$30,955,407$29,967,224 ▼-49.2%134,7002.5%Computer and TechnologySLMSLM$30,597,031$3,928,735 ▲14.7%1,429,1002.5%FinanceALSNAllison Transmission$30,271,716$1,170,600 ▼-3.7%258,6002.5%Auto/Tires/TrucksGDGeneral Dynamics$29,981,640$720,762 ▼-2.3%87,3542.5%AerospaceWMBWilliams Companies$29,031,942$917,028 ▼-3.1%398,9002.4%EnergyTSNTyson Foods$28,917,866$1,339,063 ▼-4.4%451,3482.4%Consumer StaplesCBChubb$28,201,093$1,499,278 ▼-5.0%86,5252.3%FinanceCFRCullen/Frost Bankers$27,964,320$1,439,340 ▼-4.9%204,0002.3%FinanceNEENextEra Energy$27,090,867$1,634,688 ▼-5.7%291,6762.2%UtilitiesINGRIngredion$25,866,736$890,014 ▲3.6%229,6002.1%Consumer StaplesABBVAbbVie$25,376,081$674,219 ▼-2.6%116,6772.1%MedicalMTBM&T Bank$25,342,632$702,848 ▼-2.7%122,5942.1%FinanceGLPIGaming and Leisure Properties$23,973,111$1,552,950 ▲6.9%540,3002.0%FinanceELVElevance Health$20,972,903$673,325 ▼-3.1%71,6411.7%MedicalCOFCapital One Financial$20,732,075$255,402 ▼-1.2%113,6441.7%FinanceNOMDNomad Foods$20,207,908$2,179,548 ▼-9.7%2,102,8001.7%Consumer StaplesLKQLKQ$20,059,710$719,565 ▼-3.5%683,0001.6%Auto/Tires/TrucksNBNNortheast Bancorp$5,236,442$101,133 ▼-1.9%46,6000.4%FinanceSPFISouth Plains Financial$4,751,460$318,440 ▼-6.3%113,4000.4%FinanceHTBIHomeTrust Bancshares$4,478,2500.0%105,0000.4%FinanceOFGOFG Bancorp$4,369,6800.0%108,0000.4%FinanceLAURLaureate Education$2,501,5120.0%71,8000.2%Consumer DiscretionaryINDBIndependent Bank$2,439,7370.0%32,4390.2%FinanceIMKTAIngles Markets$2,425,502$476,417 ▼-16.4%26,9830.2%Retail/WholesaleNTBBank of N.T. Butterfield & Son$2,393,0880.0%45,6000.2%FinanceSOUTH STATE CORP$2,383,4080.0%25,7610.2%CommonStockVVXV2X$2,342,700$27,400 ▲1.2%34,2000.2%Business ServicesBKHBlack Hills$2,339,1170.0%33,7000.2%UtilitiesBOKFBOK Financial$2,326,0820.0%18,1640.2%FinanceCHCOCity$2,282,234$203,184 ▼-8.2%19,0950.2%FinanceBHBBar Harbor Bankshares$2,271,5000.0%70,0000.2%FinancePRDOPerdoceo Education$2,254,9260.0%60,6000.2%Consumer DiscretionaryCVICVR Energy$2,254,5500.0%67,0000.2%EnergyEBFEnnis$2,251,2420.0%105,1000.2%IndustrialsBFSTBusiness First Bancshares$2,228,0960.0%82,4000.2%FinanceCBTCabot$2,144,302$353,957 ▲19.8%28,4730.2%Basic MaterialsPEBOPeoples Bancorp$2,126,6890.0%64,7000.2%FinanceFANGDiamondback Energy$2,110,4190.0%10,6700.2%EnergyPLUSePlus$2,084,425$120,400 ▲6.1%27,7000.2%Computer and TechnologyCOVENANT LOGISTICS GROUP INC$2,076,486$537,570 ▲34.9%76,4820.2%CommonStockNTSTNETSTREIT$2,031,757$152,523 ▼-7.0%107,9000.2%FinanceSBRASabra Healthcare REIT$2,019,150$69,228 ▲3.6%105,0000.2%FinanceAITApplied Industrial Technologies$2,016,432$159,192 ▲8.6%7,6000.2%IndustrialsPECOPhillips Edison & Company, Inc.$2,001,970$228,262 ▼-10.2%53,5000.2%FinanceAVTAvnet$1,984,164$209,508 ▼-9.6%32,2000.2%Computer and TechnologySOUTHSIDE BANCSHARES INC$1,956,929$22,292 ▲1.2%62,9440.2%CommonStockEPRTEssential Properties Realty Trust$1,918,752$75,900 ▲4.1%63,2000.2%FinanceNMIHNMI$1,834,239$1,069,035 ▲139.7%48,9000.2%FinanceCOMMERCIAL BANCGROUP INC$1,831,808$340,862 ▼-15.7%70,4000.1%CommonStockBKEBuckle$1,796,996$537,996 ▲42.7%35,6830.1%Retail/WholesaleAYIAcuity$1,737,364$420,330 ▲31.9%6,2000.1%Business ServicesEXPEagle Materials$1,686,105$359,955 ▲27.1%8,9000.1%ConstructionCSLCarlisle Companies$1,643,412$471,739 ▲40.3%4,9260.1%Multi-Sector ConglomeratesDNOWDNOW$1,441,110$157,212 ▲12.2%121,0000.1%IndustrialsPDDPDD$1,389,648$807,222 ▲138.6%13,6000.1%Retail/WholesaleWNCWabash National$1,362,563$115,508 ▲9.3%158,0700.1%Auto/Tires/TrucksHNIHNI$1,315,566$1,315,566 ▲New Holding39,4000.1%Business ServicesANIPANI Pharmaceuticals$1,199,640$453,710 ▲60.8%15,6000.1%MedicalWGOWinnebago Industries$1,179,696$247,920 ▲26.6%38,0670.1%Auto/Tires/TrucksSUPNSupernus Pharmaceuticals$1,163,025$170,577 ▼-12.8%22,5000.1%MedicalFSEAFirst Seacoast Bancorp$1,137,1450.0%90,5370.1%FinanceEXELExelixis$1,128,0070.0%26,3000.1%MedicalHRMYHarmony Biosciences$1,011,1610.0%36,1000.1%MedicalBBSIBarrett Business Services$898,744$233,440 ▼-20.6%30,8000.1%Business ServicesAMPHAmphastar Pharmaceuticals$846,915$150,843 ▲21.7%43,2320.1%MedicalAVIDIA BANCORP INC$786,8000.0%40,0000.1%CommonStockBAPCredicorp$678,360$237,426 ▼-25.9%2,0000.1%FinancePRGSProgress Software$600,210$210,330 ▼-25.9%23,4000.0%Computer and TechnologyKFRCKforce$484,127$185,294 ▼-27.7%16,5570.0%Business ServicesEEFTEuronet Worldwide$298,665$418,131 ▼-58.3%4,5000.0%FinanceSBHSally Beauty$0$24,924,042 ▼-100.0%00.0%Retail/WholesaleUNHUnitedHealth Group$0$14,759,878 ▼-100.0%00.0%MedicalEVTCEvertec$0$1,882,123 ▼-100.0%00.0%Business ServicesANFAbercrombie & Fitch$0$1,812,528 ▼-100.0%00.0%Retail/WholesaleAEOAmerican Eagle Outfitters$0$1,447,713 ▼-100.0%00.0%Retail/WholesaleMMSMaximus$0$940,888 ▼-100.0%00.0%Business ServicesGPKGraphic Packaging$0$884,022 ▼-100.0%00.0%IndustrialsShowing 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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