Arkolith/Funds/PenderFund Capital Management Ltd.

PenderFund Capital Management Ltd.

CIK 1706164
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

PenderFund Capital Management Ltd. holds a focused book of 253 stocks worth $638.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Teucrium Corn Fund and trimmed First Majestic Silver. Their largest long position is First Majestic Silver at 9% of the equity book.

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Use Arkolith to show PenderFund Capital Management Ltd.'s latest
holdings, largest changes, and filing provenance.
Opened
111
new positions
Added to
55
existing
Trimmed
24
reduced
Sold out
58
exited

Concentration

Top-heavy: focused book

Top 5 holdings
32%
Top 10 holdings
54%
Top 20 holdings
75%

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

Direct sector allocation

31% mapped to company sectors

ETF / fund or unclassified
69%
Financials
10%
Information Technology
6%
Materials
5%
Industrials
3%
Health Care
3%
Communication Services
2%
Consumer Discretionary
1%

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, no cost basis

Bought
  • NORTHERN OIL & GAS INCNOG 3.625 04/15/29
    +123%$27.4M
  • EVOLENT HEALTH INCEVH 3.5 12/01/29
    +379%$18.1M
  • New$14.8M
  • MERITAGE HOMES CORPMTH 1.75 05/15/28
    New$11.7M
  • New$11.1M
  • FLUENCE ENERGY INCFLNC 2.25 06/15/30
    +34%$9.6M
Trimmed / exited

Holdings: largest first

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

253 positions
#SecurityValueShares% PortLast moveHistory
1First Majestic Silver Corp
NOTE 0.375% 1/1
$54.4M38.74M
8.5%
−12%
Reduced · −5.3M sh
2Northern Oil & Gas Inc
NOTE 3.625% 4/1
$49.7M44.50M
7.8%
+123%
Added · +24.5M sh
3Fluence Energy Inc
NOTE 2.250% 6/1
$38.0M37.41M
6.0%
+34%
Added · +9.4M sh
4Southern Co
NOTE 4.500% 6/1
$33.8M30.00M
5.3%
Held
5Nio Inc
NOTE 4.625%10/1
$29.7M29.25M
4.6%
+32%
Added · +7.1M sh
6Equinox Gold Corp
NOTE 4.750%10/1
$29.4M12.08M
4.6%
Held
7Abrdn Platinum ETF Trust
PHYSCL PLATM SHS
$28.5M160.0K
4.5%
−34%
Reduced · −82K sh
8Duke Energy Corp New
NOTE 4.125% 4/1
$28.1M25.00M
4.4%
−22%
Reduced · −7.0M sh
9Nio Inc
NOTE 3.875%10/1
$26.2M25.18M
4.1%
−0.3%
Reduced · −85K sh
10PPL Cap FDG Inc
NOTE 2.875% 3/1
$25.8M22.00M
4.0%
+16%
Added · +3.0M sh
11Evolent Health Inc
NOTE 3.500%12/0
$22.8M42.02M
3.6%
+379%
Added · +33.2M sh
12Wolfspeed Inc
NOTE 2.500% 6/1
$16.3M11.33M
2.6%
+39%
Added · +3.2M sh
13Teucrium Commodity TR
CORN FD SHS
$14.8M804.3K
2.3%
New
New position
14Cardlytics Inc
NOTE 4.250% 4/0
$13.5M47.71M
2.1%
Held
15Telesat Corp
CL A & CL B SHS
$13.1M371.2K
2.1%
−9.4%
Reduced · −39K sh
16Equinox Gold Corp
COM
$11.7M812.5K
1.8%
−69%
Reduced · −1.8M sh
17Meritage Homes Corp
NOTE 1.750% 5/1
$11.7M12.00M
1.8%
New
New position
18Sangoma Technologies Corp
COM NEW
$11.1M2.82M
1.7%
~0%
Reduced · −500 sh
19Mda Space Ltd
COM
$11.1M436.2K
1.7%
New
New position
20Par Technology Corp
COM
$10.8M812.5K
1.7%
+95%
Added · +395K sh
21Esperion Therapeutics Inc Ne
COM
$10.7M3.89M
1.7%
−11%
Reduced · −500K sh
22Opko Health Inc
NOTE 3.750% 1/1
$9.2M7.31M
1.4%
Held
23Western Ast Infl LKD Opp & I
COM
$8.7M1.02M
1.4%
+0.8%
Added · +8K sh
24TXNM Energy Inc
NOTE 5.750% 6/0
$8.0M5.90M
1.2%
Held
25Evolent Health Inc
DEBT 4.500% 8/1
$7.9M15.50M
1.2%
+288%
Added · +11.5M sh
26Alibaba Group Hldg Ltd
NOTE 0.500% 6/0
$7.0M5.00M
1.1%
New
New position
27Super Micro Computer Inc
NOTE 2.250% 7/1
$5.3M6.00M
0.8%
New
New position
28Par Technology Corp
NOTE 1.500%10/1
$4.7M5.00M
0.7%
Held
29Adecoagro S A
COM
$3.8M250.0K
0.6%
Held
30Blue Moon Metals Inc
COM
$3.7M565.3K
0.6%
New
New position
31Highlander Silver Corp
COM
$3.4M587.8K
0.5%
New
New position
32Nexgen Energy Ltd
COM
$3.1M263.0K
0.5%
+2.4%
Added · +6K sh
33Clarivate PLC
ORD SHS
$2.8M1.11M
0.4%
+114%
Added · +593K sh
34KKR & Co Inc
COM
$2.7M29.3K
0.4%
+49%
Added · +10K sh
35Teucrium Commodity TR
SOYBEAN FD
$2.4M100.0K
0.4%
New
New position
36Burford Capital Limited
ORD SHS
$2.3M498.0K
0.4%
Held
37Generac Hldgs Inc
COM
$2.1M10.8K
0.3%
New
New position
38Fluor Corp
COM
$2.1M45.1K
0.3%
Held
39Deckers Outdoor Corp
COM
$2.1M21.0K
0.3%
+894%
Added · +19K sh
40Standardaero Inc
COM
$2.1M81.3K
0.3%
+0.7%
Added · +550 sh
41Maplebear Inc
COM
$2.1M56.0K
0.3%
94×
Added · +55K sh
42Dollar Tree Inc
COM
$2.0M18.5K
0.3%
Held
43Morgan Stanley Emerging MKTS
COM
$2.0M400.0K
0.3%
New
New position
44Addus Homecare Corp
COM
$1.7M18.5K
0.3%
+0.4%
Added · +75 sh
45Isoenergy Ltd
COM NEW
$1.5M145.2K
0.2%
+30%
Added · +34K sh
46Shopify Inc
CL A SUB VTG SHS
$1.5M12.8K
0.2%
New
New position
47Brookfield Corp
CL A LTD VT SH
$1.4M35.6K
0.2%
−23%
Reduced · −11K sh
48Stoneco Ltd
COM CL A
$1.4M100.0K
0.2%
Held
49Booz Allen Hamilton Hldg Cor
CL A
$1.4M17.6K
0.2%
50×
Added · +17K sh
50International Flavors&fragra
COM
$1.3M17.6K
0.2%
−49%
Reduced · −17K sh
Showing 50 of 253 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026253$638.6M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026219$634.7M13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025207$592.7M13F-HR
Q1 2025Mar 31, 2025Aug 14, 2025142$367.1M13F-HR/A

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.