Polaris Capital Management, LLC Q1 2026 Filing
Filed April 27, 2026
Portfolio Value
$502.7B
Holdings
84
Report Date
Q1 2026
Filing Type
13F-HR
All Holdings (84 positions)
| Stock | Value |
|---|---|
SWSMURFIT WESTROCK PLC | $54.5B |
LNTHLANTHEUS HOLDINGS INC | $46.8B |
CVSCVS HEALTH CORP | $37.2B |
EMNEASTMAN CHEMICAL CO | $36.0B |
WBSWEBSTER FINANCIAL CORP - CT | $34.2B |
IBOCINTERNATIONAL BANCSHARES CORP | $31.2B |
SLMSLM CORP | $30.6B |
WMBWILLIAMS COS INC | $29.0B |
TSNTYSON FOODS INC-CL A | $28.9B |
NEENEXTERA ENERGY INC | $27.1B |
GLPIGAMING AND LEISURE PROPERTIE | $24.0B |
NOMDNOMAD FOODS LTD | $20.2B |
LKQ1LKQ CORP | $20.1B |
SPFISOUTH PLAINS FINANCIAL INC | $4.8B |
HTBHOMETRUST BANCSHARES INC | $4.5B |
OFGOFG BANCORP | $4.4B |
LAURLAUREATE EDUCATION INC | $2.5B |
INDBINDEPENDENT BANK CORP/MA | $2.4B |
IMKTAINGLES MARKETS INC-CLASS A | $2.4B |
NTBBANK OF N.T. BUTTERFIELD&SON | $2.4B |
SSBUSDSOUTH STATE CORP | $2.4B |
VVXV2X INC | $2.3B |
BKHBLACK HILLS CORP | $2.3B |
BHBBAR HARBOR BANKSHARES | $2.3B |
PRDOPERDOCEO EDUCATION CORP | $2.3B |
CBCVR ENERGY INC | $2.3B |
EBFENNIS INC | $2.3B |
BFSTBUSINESS FIRST BANCSHARES | $2.2B |
CBTCABOT CORP | $2.1B |
PEBOPEOPLES BANCORP INC | $2.1B |
PLUSEPLUS INC | $2.1B |
CVLGCOVENANT LOGISTICS GROUP INC | $2.1B |
NTSTNETSTREIT CORP | $2.0B |
SBCSABRA HEALTH CARE REIT INC | $2.0B |
PECOPHILLIPS EDISON & COMPANY IN | $2.0B |
AVTAVNET INC | $2.0B |
SBSISOUTHSIDE BANCSHARES INC | $2.0B |
EPRTESSENTIAL PROPERTIES REALTY | $1.9B |
NMIHNMI HOLDINGS INC | $1.8B |
CBKCOMMERCIAL BANCGROUP INC | $1.8B |
BKEBUCKLE INC/THE | $1.8B |
DNOWDNOW INC | $1.4B |
WNCWABASH NATIONAL CORP | $1.4B |
HNIHNI CORP | $1.3B |
BSFAANI PHARMACEUTICALS INC | $1.2B |
WGOWINNEBAGO INDUSTRIES | $1.2B |
SUPNSUPERNUS PHARMACEUTICALS INC | $1.2B |
FSEAFIRST SEACOAST BANCORP INC | $1.1B |
EX9EXELIXIS INC | $1.1B |
HRMYHARMONY BIOSCIENCES HOLDINGS | $1.0B |
BBSIBARRETT BUSINESS SVCS INC | $898.7M |
AMPHAMPHASTAR PHARMACEUTICALS IN | $846.9M |
AVBCAVIDIA BANCORP INC | $786.8M |
PRGSPROGRESS SOFTWARE CORP | $600.2M |
ROFKFORCE INC | $484.1M |
EEFTEURONET WORLDWIDE INC | $298.7M |
BPOPPOPULAR INC | $87.0M |
JAZZJAZZ PHARMACEUTICALS PLC | $78.5M |
LINLINDE PLC | $61.8M |
UTHUNITED THERAPEUTICS CORP | $57.3M |
ARWARROW ELECTRONICS INC | $41.1M |
MPCMARATHON PETROLEUM CORP | $38.1M |
GILDGILEAD SCIENCES INC | $35.1M |
JPMJPMORGAN CHASE & CO | $34.6M |
MKSIMKS INC | $31.0M |
ALSNALLISON TRANSMISSION HOLDING | $30.3M |
GDGENERAL DYNAMICS CORP. | $30.0M |
CBCHUBB LTD | $28.2M |
CFRCULLEN/FROST BANKERS INC | $28.0M |
INGRINGREDION INC | $25.9M |
ABBVABBVIE INC | $25.4M |
MTBM & T BANK CORP | $25.3M |
ELVELEVANCE HEALTH INC | $21.0M |
COFCAPITAL ONE FINANCIAL CORP | $20.7M |
NBNNORTHEAST BANK | $5.2M |
BOKFBOK FINANCIAL CORPORATION | $2.3M |
CHCOCITY HOLDING CO | $2.3M |
FANGDIAMONDBACK ENERGY INC | $2.1M |
AITAPPLIED INDUSTRIAL TECH INC | $2.0M |
AYIACUITY BRANDS INC | $1.7M |
EXPEAGLE MATERIALS INC | $1.7M |
CSLCARLISLE COS INC | $1.6M |
PDDPDD HOLDINGS INC | $1.4M |
BAPCREDICORP LTD | $678K |