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Portfolio (Quarterly) Guide ↗

Polaris Capital Management, LLC

· CIK 0001316926
13F Portfolio $1.2B AUM 84 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 23 Added 39 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EMN EASTMAN CHEMICAL CO Basic Materials 471,600.0 $36.0M 2.94% NEW $76.32 -0.8%
2 HNI HNI CORP Industrials 39,400.0 $1.3M 0.11% NEW $33.39 -6.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.0%
Healthcare 27.1%
Basic Materials 9.0%
Consumer Defensive 7.3%
Technology 6.8%
Energy 6.4%
Consumer Cyclical 4.8%
Industrials 4.1%
Real Estate 2.8%
Utilities 2.6%