Polaris Capital Management, LLC
Annual return '25
+13.8%
SPY '25
+17.7%
Alpha
-3.9ptsvs SPY
Invested
$1.2B
Holdings
85
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BPOP
POPULAR INC
Held since at least Q1 2024
7.1%
02
$JAZZ
JAZZ PHARMACEUTICALS PLC
Held since at least Q1 2024
6.4%
03
$LIN
LINDE PLC
Held since at least Q1 2024
5.1%
04
$UTHR
UNITED THERAPEUTICS CORP
Held since at least Q1 2024
4.7%
05
$SW
SMURFIT WESTROCK PLC
Held since at least Q1 2024
4.5%
06
$LNTH
LANTHEUS HOLDINGS INC
Held since at least Q1 2024
3.8%
07
$ARW
ARROW ELECTRONICS INC
Held since at least Q1 2024
3.4%
08
$MPC
MARATHON PETROLEUM CORP
Q1 2026: Sold 4.3% (49.2k → 47.0k shares)
3.1%
09
$CVS
CVS HEALTH CORP
Held since at least Q1 2024
3.0%
10
$EMN
EASTMAN CHEMICAL CO
Held since at least Q1 2024
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:48 UTC.