Arkolith/Funds/Pembroke Management, LTD

Pembroke Management, LTD

CIK 1063497
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR/AAmended
Active Filer

Pembroke Management, LTD holds a diversified book of 100 reported positions worth $773.7M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Ligand Pharmaceuticals and trimmed Modine Manufacturing Co. Their largest long position is Everpure Inc-A at 5% of the reported non-option book. Cloning the disclosed picks since 2024 would be -1% (-0.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
15
bought for the first time
+12 more · largest first
Added to
22
already held, bought more
+19 more · largest first
Sold out
12
exited the position entirely
+9 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
-0.8%
-0.4%/yr · since Oct '24
Their reported book
-5.3%
held from quarter-end
S&P 500
+33.7%
same window
$8K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Pembroke Management, LTD (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.5 points over this window.

Growth of $10,000 cloning Pembroke Management, LTD's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
43%
Top 20 holdings
67%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

96% mapped to company sectors

Industrials
32%
Consumer Discretionary
21%
Information Technology
20%
Health Care
9%
Financials
8%
ETFs / funds
3%
Materials
3%
Communication Services
1%

+4 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Pembroke Management, LTD

Manager / fundShared namesTheir $ in those
Swiss Re Ltd14 / 80$1.0B
Ketron Financial9 / 80$210.5M
Hoey Investments, Inc17 / 80$496.3M
St. Clair Advisors, LLC8 / 80$227.6M
Skandinaviska Enskilda Banken AB (publ)8 / 80$1.5B
Nisa Investment Advisors, LLC63 / 80$18.3B
Yarbrough Capital, LLC8 / 80$1.6B
Capula Management Ltd11 / 80$15.2B

Ranked by the share of each fund's own book sitting in the names it shares with Pembroke Management, LTD: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

100 positions
#SecurityValueShares% PortLast moveHistory
1Everpure Inc
CL A
$39.2M497.5K
5.1%
+8.9%
Added · +41K sh
2Modine MFG Co
COM
$38.4M143.9K
5.0%
−13%
Reduced · −22K sh
3Aaon Inc
COM PAR $0.004
$37.7M296.8K
4.9%
−31%
Reduced · −133K sh
4Monolithic PWR Sys Inc
COM
$36.7M26.6K
4.7%
−23%
Reduced · −8K sh
5Federal Signal Corp
COM
$36.4M283.4K
4.7%
−1.6%
Reduced · −4K sh
6Resideo Technologies Inc
COM
$35.0M1.13M
4.5%
+0.9%
Added · +10K sh
7Vse Corp
COM
$34.1M149.1K
4.4%
+205%
Added · +100K sh
8Globus Med Inc
CL A
$31.5M398.9K
4.1%
−2.4%
Reduced · −10K sh
9Imax Corp
COMMON
$21.2M531.8K
2.7%
+9.0%
Added · +44K sh
10Watsco Inc
COM
$21.1M50.7K
2.7%
−2.3%
Reduced · −1K sh
11Core & Main Inc
CL A
$21.1M437.4K
2.7%
−38%
Reduced · −269K sh
12Mda Space Ltd
COM
$21.0M508.5K
2.7%
−48%
Reduced · −466K sh
13Hagerty Inc
CL A COM
$20.3M1.70M
2.6%
−2.0%
Reduced · −35K sh
14Ollies Bargain Outlet Hldgs
COM
$19.4M252.3K
2.5%
+285%
Added · +187K sh
15Installed BLDG Prods Inc
COM
$18.6M80.9K
2.4%
+7.8%
Added · +6K sh
16Versabank New
COM
$17.6M759.9K
2.3%
+7.8%
Added · +55K sh
17Louisiana Pac Corp
COM
$17.1M217.3K
2.2%
−2.4%
Reduced · −5K sh
18Enphase Energy Inc
COM
$17.0M345.9K
2.2%
+14%
Added · +43K sh
19Saia Inc
COM
$16.7M39.6K
2.2%
+52%
Added · +14K sh
20Siteone Landscape Supply Inc
COM
$15.6M136.0K
2.0%
−31%
Reduced · −62K sh
21Ishares TR
CORE S&P500 ETF
$15.4M20.6K
2.0%
−6.9%
Reduced · −2K sh
22Axos Financial Inc
COM
$13.9M143.2K
1.8%
−3.7%
Reduced · −5K sh
23Healthcare Svcs Group Inc
COM
$12.9M523.2K
1.7%
+75%
Added · +224K sh
24Ligand Pharmaceuticals Inc
COM NEW
$12.7M40.3K
1.6%
New
New position
25Dorman Prods Inc
COM
$11.4M83.5K
1.5%
−4.1%
Reduced · −4K sh
26Timken Co
COM
$10.8M74.3K
1.4%
New
New position
27Boyd Group Services Inc
COM
$10.6M111.7K
1.4%
−2.0%
Reduced · −2K sh
28Red Violet Inc
COM
$8.5M132.8K
1.1%
−0.5%
Reduced · −656 sh
29Dutch Bros Inc
CL A
$8.2M114.8K
1.1%
+113%
Added · +61K sh
30Obsidian Energy Ltd
COM
$8.1M990.3K
1.0%
+55%
Added · +351K sh
31Cellebrite Di Ltd
ORDINARY SHARES
$7.4M506.7K
1.0%
−21%
Reduced · −131K sh
32Descartes Sys Group Inc
COM
$7.2M104.0K
0.9%
+0.6%
Added · +658 sh
33Victory Cap Hldgs Inc Del
COM CL A
$6.8M80.7K
0.9%
−2.4%
Reduced · −2K sh
34Gildan Activewear Inc
COM
$6.4M123.4K
0.8%
−0.6%
Reduced · −761 sh
35Porch Group Inc
COM
$6.2M411.9K
0.8%
+52%
Added · +141K sh
36Cra Intl Inc
COM
$6.1M42.8K
0.8%
+1.6%
Added · +691 sh
37Universal Technical Inst Inc
COM
$5.9M138.0K
0.8%
−15%
Reduced · −25K sh
38Pennant Group Inc
COM
$5.2M139.4K
0.7%
−3.2%
Reduced · −5K sh
39Ishares TR
CORE MSCI EAFE
$4.9M51.2K
0.6%
−4.2%
Reduced · −2K sh
40Ouster Inc
COM NEW
$4.9M78.7K
0.6%
New
New position
41Aar Corp
COM
$4.7M33.0K
0.6%
−2.1%
Reduced · −716 sh
42Telesat Corp
CL A & CL B SHS
$4.6M91.7K
0.6%
−1.2%
Reduced · −1K sh
43Wingstop Inc
COM
$4.5M26.2K
0.6%
New
New position
44Ishares Inc
CORE MSCI EMKT
$4.0M48.2K
0.5%
−13%
Reduced · −7K sh
45Bobs Disc Furniture Inc
COM SHS
$3.9M248.8K
0.5%
+42%
Added · +74K sh
46Main STR Cap Corp
COM
$3.4M66.3K
0.4%
+2.1%
Added · +1K sh
47Life Time Group Holdings Inc
COMMON STOCK
$3.4M83.0K
0.4%
New
New position
48Five Below Inc
COM
$3.3M18.2K
0.4%
−2.9%
Reduced · −548 sh
49Versigent PLC
ORDINARY SHARES
$3.3M77.8K
0.4%
New
New position
5010X Genomics Inc
CL A COM
$3.2M82.8K
0.4%
New
New position
Showing 50 of 100 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.0B · Q3 2025Q3 2024 · $784.1MQ2 2026 · $773.7M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 202644d100$773.7M13F-HR/A
Q1 2026Mar 31, 2026May 14, 202644d97$691.4M13F-HR
Q4 2025Dec 31, 2025Feb 12, 202643d92$967.9M13F-HR
Q3 2025Sep 30, 2025Oct 28, 202528d89$1.0B13F-HR
Q2 2025Jun 30, 2025Aug 7, 202538d78$826.7M13F-HR
Q1 2025Mar 31, 2025May 15, 202545d59$685.8M13F-HR
Q4 2024Dec 31, 2024Jan 31, 202531d60$802.0M13F-HR
Q3 2024Sep 30, 2024Oct 29, 202429d58$784.1M13F-HR
Amended / restated
  • Q2 2026 · filed Jul 22, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.