Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Polaris Capital Management, LLC (CIK 1316926) reported $1.22B across 82 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BPOP ($87.0M, 7.12%), JAZZ ($78.5M, 6.42%), LIN ($61.8M, 5.05%), UTHR ($57.3M, 4.69%), SW ($54.5M, 4.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BPOP | POPULAR INC | $87.0M | 7.12% | 648,130 | Trimmed |
| 2 | JAZZ | JAZZ PHARMACEUTICALS PLC | $78.5M | 6.42% | 415,366 | Trimmed |
| 3 | LIN | LINDE PLC | $61.8M | 5.05% | 124,583 | Trimmed |
| 4 | UTHR | UNITED THERAPEUTICS CORP | $57.3M | 4.69% | 96,650 | Trimmed |
| 5 | SW | SMURFIT WESTROCK PLC | $54.5M | 4.46% | 1.4M | Trimmed |
| 6 | LNTH | LANTHEUS HOLDINGS INC | $46.8M | 3.83% | 617,000 | Added |
| 7 | ARW | ARROW ELECTRONICS INC | $41.1M | 3.36% | 286,603 | Trimmed |
| 8 | MPC | MARATHON PETROLEUM CORP | $38.1M | 3.11% | 155,832 | Trimmed |
| 9 | CVS | CVS HEALTH CORP | $37.2M | 3.04% | 517,700 | Trimmed |
| 10 | EMN | EASTMAN CHEMICAL CO | $36.0M | 2.94% | 471,600 | New |
| 11 | GILD | GILEAD SCIENCES INC | $35.1M | 2.88% | 252,200 | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO | $34.6M | 2.83% | 117,552 | Added |
| 13 | WBS | WEBSTER FINANCIAL CORP - CT | $34.2M | 2.80% | 492,201 | Trimmed |
| 14 | IBOC | INTERNATIONAL BANCSHARES CORP | $31.2M | 2.55% | 463,004 | Trimmed |
| 15 | MKSI | MKS INC | $31.0M | 2.53% | 134,700 | Trimmed |
| 16 | SLM | SLM CORP | $30.6M | 2.50% | 1.4M | Added |
| 17 | ALSN | ALLISON TRANSMISSION HOLDING | $30.3M | 2.48% | 258,600 | Trimmed |
| 18 | GD | GENERAL DYNAMICS CORP. | $30.0M | 2.45% | 87,354 | Trimmed |
| 19 | WMB | WILLIAMS COS INC | $29.0M | 2.38% | 398,900 | Trimmed |
| 20 | TSN | TYSON FOODS INC-CL A | $28.9M | 2.37% | 451,348 | Trimmed |
| 21 | CB | CHUBB LTD | $28.2M | 2.31% | 86,525 | Trimmed |
| 22 | CFR | CULLEN/FROST BANKERS INC | $28.0M | 2.29% | 204,000 | Trimmed |
| 23 | NEE | NEXTERA ENERGY INC | $27.1M | 2.22% | 291,676 | Trimmed |
| 24 | INGR | INGREDION INC | $25.9M | 2.12% | 229,600 | Added |
| 25 | ABBV | ABBVIE INC | $25.4M | 2.08% | 116,677 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31