PGVFX
POLARIS GLOBAL VALUE FUND
FORUM FUNDS

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
EASTMAN CHEMICAL CO 0 82,300 82,300 1.23% $6.28M
RYANAIR HLDGS 0 227,600 227,600 1.23% $6.28M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
CAPGEMINI SE 33,200 0 -33,200 0.00% -$5.55M
SALLY BEAUTY HOL 351,529 0 -351,529 0.00% -$5.01M
Methanex Corp. 99,237 0 -99,237 0.00% -$3.94M
UNITEDHEALTH GRP 6,368 0 -6,368 0.00% -$2.10M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NT-INST TRSR-PRM 11,060,587 19,790,184 8,729,598 3.87% $8.73M
JPMORGAN CHASE and CO 23,435 23,549 114 1.35% -$624.05K
LATAM AIRLINES 132,350,500 275,167,800 142,817,300 1.32% $3.19M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
SK HYNIX INC 30,800 26,600 -4,200 2.74% $96.23K
NEXTERA ENERGY INC 72,881 72,880 -1 1.32% $918.22K
MKS INSTRUMENTS INC 43,100 28,800 -14,300 1.29% -$268.85K
YARA INTL ASA 135,700 107,200 -28,500 1.22% $670.69K
CAPITAL ONE FINANCIAL CORP 26,064 26,064 -0 0.93% -$1.56M
LUNDIN MINING CORP 231,000 122,800 -108,200 0.60% -$1.90M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
SAMSUNG ELECTRONICS CO LTD 133,758 133,758 0 2.85% $3.47M
UNITED THERAPEUTICS CORP DEL 23,600 23,600 0 2.73% $2.50M
MARUBENI CORP 283,700 283,700 0 1.96% $2.16M
MARATHON PETROLEUM CORP 36,282 36,282 0 1.73% $2.96M
GILEAD SCIENCES INC 63,000 63,000 0 1.72% $1.05M
ENI SPA 300,400 300,400 0 1.69% $2.93M
LANTHEUS HOLDING 111,700 111,700 0 1.66% $1.04M
POPULAR INC 61,300 61,300 0 1.61% $591.54K
SHINHAN FINANCIA 142,000 142,000 0 1.59% $550.41K
BARRY CALLEB-REG 4,450 4,450 0 1.51% $370.84K
KONINKLIJKE AHOL 164,200 164,200 0 1.49% $917.88K
WEBSTER FINL 106,738 106,738 0 1.45% $691.66K
ITOCHU CORP 595,000 595,000 0 1.45% -$99.49K
GENERAL DYNAMICS CORPORATION 21,067 21,067 0 1.41% $138.20K
TOTALENERGIES SE 77,200 77,200 0 1.41% $2.18M
ARROW ELECTRONICS INC 49,500 49,500 0 1.39% $1.64M
ENDESA 167,600 167,600 0 1.37% $956.44K
NEXT PLC 40,528 40,528 0 1.33% -$674.11K
HYUNDAI ELECTRIC 12,400 12,400 0 1.32% $73.29K
WILLIAMS COS INC 92,400 92,400 0 1.31% $1.17M
CHUBB LTD 20,544 20,544 0 1.31% $283.71K
TYSON FOODS INC CL A 104,000 104,000 0 1.30% $566.80K
CVS HEALTH CORP 92,200 92,200 0 1.29% -$695.19K
INTL CONS AIRLIN 1,411,400 1,411,400 0 1.28% -$1.35M
DAIMLER TRUCK HO 135,400 135,400 0 1.27% $551.71K
MITSUBISHI UFJ F 396,000 396,000 0 1.27% $184.98K
ORIX CORP 221,400 221,400 0 1.26% -$9.82K
JAZZ PHARMACEUTI 33,900 33,900 0 1.25% $645.80K
INTL BANCSHARES 94,563 94,563 0 1.24% $80.38K
DNB BANK ASA 202,596 202,596 0 1.23% $644.21K
ALLISON TRANSMISSION HLDGS INC 53,700 53,700 0 1.23% $1.03M
AIA Group Ltd 576,800 576,800 0 1.22% $319.94K
TAKEDA PHARMACEU 172,200 172,200 0 1.20% $830.33K
DHL GROUP 118,200 118,200 0 1.19% -$377.39K
PING AN-H 790,500 790,500 0 1.17% -$624.01K
HANNOVER RUECK S 19,200 19,200 0 1.16% -$63.39K
VINCI SA 39,553 39,553 0 1.15% $287.57K
MUENCHENER RUE-R 9,300 9,300 0 1.13% -$346.26K
KIA CORP 61,100 61,100 0 1.13% $626.19K
CULLEN FROST BANKERS INC 41,800 41,800 0 1.12% $436.81K
ABBVIE INC 26,251 26,251 0 1.12% -$288.76K
SKF AB- B SHARES 240,300 240,300 0 1.11% -$724.60K
UNITED OVERSEAS 195,650 195,650 0 1.09% $240.71K
LINDE PLC 11,113 11,113 0 1.08% $770.91K
M&T BANK CORP 25,800 25,800 0 1.04% $135.19K
MICHELIN 153,100 153,100 0 1.01% $71.86K
GAMING AND LEISURE PROPRTI INC 114,600 114,600 0 0.99% -$36.67K
SMURFIT WESTROCK 126,652 126,652 0 0.99% $149.45K
KDDI Corporation 290,200 290,200 0 0.97% -$37.86K
SLM CORP 228,700 228,700 0 0.96% -$1.29M
DEUTSCHE TELEKOM 131,979 131,979 0 0.95% $583.79K
INGREDION INC 42,200 42,200 0 0.93% $101.28K
PUBLICIS GROUPE 56,776 56,776 0 0.91% -$1.26M
ELEVANCE HEALTH INC 15,500 15,500 0 0.89% -$895.90K
LOOMIS AB COMMON STOCK 100,203 100,203 0 0.89% $283.34K
SONY GROUP CORP 224,000 224,000 0 0.89% -$1.23M
Sanofi SA 45,600 45,600 0 0.85% -$72.99K
LKQ CORP 148,100 148,100 0 0.85% -$122.92K
BABA-W 268,800 268,800 0 0.80% -$852.67K
CHAILEASE 1,111,800 1,111,800 0 0.74% $74.94K
SPAREBANK 1 SR B 166,137 166,137 0 0.71% $341.71K
BANKINTER 232,500 232,500 0 0.70% -$273.29K
GREENCORE GROUP PLC 1,036,300 1,036,300 0 0.65% -$221.83K
SPAREBANKEN NORG 158,654 158,654 0 0.64% $151.77K
INCHCAPE PLC 308,158 308,158 0 0.60% -$135.20K
TELEPERFORMANCE SE 51,491 51,491 0 0.58% -$749.62K
DAICEL CORP 355,100 355,100 0 0.54% -$429.47K
D'IETEREN GROUP 13,500 13,500 0 0.48% $26.90K
Nomad Foods Ltd. USD ORD SHS 173,300 173,300 0 0.33% -$502.57K
TREVI FINANZIARIA INDUSTRIALE SPA 4,371,673 4,371,673 0 0.32% -$1.61M
IPSOS SA 39,907 39,907 0 0.30% -$55.05K
DUNI AB 119,300 119,300 0 0.24% -$155.92K
F&F CO LTD / NEW 26,700 26,700 0 0.21% -$201.03K
MACNICA HOLDINGS 61,500 61,500 0 0.17% -$44.00K
ALROSA 3,148,600 3,148,600 0 0.00% -$11

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