Polaris Capital Management, LLC 13F Holdings
CIK 0001316926 · BOSTON, MA
As of Sep 30, 2025, Polaris Capital Management, LLC reported 90 positions worth
CIK 0001316926 · BOSTON, MA
As of Sep 30, 2025, Polaris Capital Management, LLC reported 90 positions worth
.5B in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| POPULAR INC | BPOP | Financial Services | 886,530 | 12.6M | 7.40% |
| VIPSHOP HOLDINGS LTD | VIPS | Consumer Cyclical | 5,068,000 | $99.5M | 6.54% |
| LINDE PLC | LIN | Basic Materials | 168,369 | $80.0M | 5.26% |
| SMURFIT WESTROCK PLC | SW | Consumer Cyclical | 1,742,660 | $74.2M | 4.87% |
| JAZZ PHARMACEUTICALS PLC | JAZZ | Healthcare | 513,466 | $67.7M | 4.45% |
| UNITED THERAPEUTICS CORP | UTHR | Healthcare | 122,050 | $51.2M | 3.36% |
| MKS INC | MKSI | Technology | 401,300 | $49.7M | 3.26% |
| CVS HEALTH CORP | CVS | Healthcare | 602,600 | $45.4M | 2.99% |
| NOMAD FOODS LTD | NOMD | Consumer Defensive | 3,441,900 | $45.3M | 2.97% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 136,455 | $43.0M | 2.83% |
| ARROW ELECTRONICS INC | ARW | Technology | 336,903 | $40.8M | 2.68% |
| SLM CORP | SLM | Financial Services | 1,411,300 | $39.1M | 2.57% |
| INTERNATIONAL BANCSHARES CORP | IBOC | Financial Services | 546,004 | $37.5M | 2.47% |
| MARATHON PETROLEUM CORP | MPC | Energy | 194,332 | $37.5M | 2.46% |
| CARLYLE GROUP INC | CG | Financial Services | 578,600 | $36.3M | 2.38% |
| WEBSTER FINANCIAL CORP | WBS | Financial Services | 607,101 | $36.1M | 2.37% |
| GENERAL DYNAMICS CORP | GD | Industrials | 103,854 | $35.4M | 2.33% |
| GILEAD SCIENCES INC | GILD | Healthcare | 312,400 | $34.7M | 2.28% |
| SALLY BEAUTY HOLDINGS INC | SBH | Consumer Cyclical | 2,060,029 | $33.5M | 2.20% |
| ABBVIE INC | ABBV | Equity | 141,944 | $32.9M | 2.16% |
| LANTHEUS HOLDINGS INC | LNTH | Healthcare | 637,300 | $32.7M | 2.15% |
| CULLEN/FROST BANKERS INC | CFR | Financial Services | 247,900 | $31.4M | 2.07% |
| WILLIAMS COMPANIES INC | WMB | Energy | 479,700 | $30.4M | 2.00% |
| CHUBB LTD | CB | Financial Services | 105,949 | $29.9M | 1.97% |
| TYSON FOODS INC | TSN | Consumer Defensive | 543,248 | $29.5M | 1.94% |