StockDriftsStockDriftsTop 50 Polaris Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BPOP | POPULAR INC | 7.12% | 648.1K | $87.0M | -5.01%(-34.20K) | $41.82(+242.05%) | 2026-03-31 | |
| G50871 | JAZZ PHARMACEUTICALS PLC | 6.42% | 415.4K | $78.5M | -3.95%(-17.10K) | $155.45 | 2026-03-31 | |
| LIN | LINDE PLC | 5.05% | 124.6K | $61.8M | -6.95%(-9.30K) | $217.27(+136.23%) | 2026-03-31 | |
| UTHR | UNITED THERAPEUTICS CORP | 4.69% | 96.7K | $57.3M | -6.75%(-7.00K) | $182.86(+216.93%) | 2026-03-31 | |
| SW | SMURFIT WESTROCK PLC | 4.46% | 1.37M | $54.5M | -5.60%(-81.10K) | $51.64(-21.69%) | 2026-03-31 | |
| LNTH | LANTHEUS HOLDINGS INC | 3.83% | 617.0K | $46.8M | +14.68%(+79.00K) | $67.17(+43.61%) | 2026-03-31 | |
| ARW | ARROW ELECTRONICS INC | 3.36% | 286.6K | $41.1M | -2.98%(-8.80K) | $81.32(+160.48%) | 2026-03-31 | |
| MPC | MARATHON PETROLEUM CORP | 3.11% | 155.8K | $38.1M | -4.94%(-8.10K) | $60.22(+313.66%) | 2026-03-31 | |
| CVS | CVS HEALTH CORP | 3.04% | 517.7K | $37.2M | -1.45%(-7.60K) | $70.75(+38.68%) | 2026-03-31 | |
| EMN | EASTMAN CHEMICAL CO | 2.94% | 471.6K | $36.0M | new | $70.08(+5.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.79% | +39.69% |
| Top 20 Holdings Unweighted | +12.61% | +42.80% |
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