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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Bernard Horn
Institutional Investor • Polaris Global Equity
Value
$8.9B
Stocks
86 Stocks (86 new)
Turnover
0.0%
Top Holdings
BPOP(8.27%) JAZZ(7.78%) SW(6.89%) LIN(4.97%) ARW(4.39%)
About Investor
Polaris Capital Management serves as investment adviser to institutional client types including corporations, pension funds, retirement plans, charitable organizations, high-net-worth individuals and trusts with a minimum size for new separately managed accounts of $100 million. The firm tailors advisory services to the individual needs of clients, where clients may impose investment guidelines for their portfolios such as a limit on exposure in emerging markets or restrictions on types of investments like derivatives, with portfolios generally managed based on the designated Equity strategy. As of December 31, 2024, the firm managed approximately $8.9 billion on a discretionary basis with fees billed monthly or quarterly in arrears, based on the market value of the portfolio at 0.75% on all assets. The firm was founded in 1995 and has one of the longest global and international track records of any firm presently in operation and continuously managed by the same individuals, with the investment team having 150+ years of collective industry expertise.
Investor Philosophy
Investment philosophy details pending verification.
Bernard Horn Top Holdings
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| BPOP | None | Popular, Inc. | Financials | $78804.0M | 0 | 8.3% | 0 | +90593.1% |
| JAZZ | None | Jazz Pharmaceuticals plc | Health Care | $74194.3M | 0 | 7.8% | 0 | +93495.8% |
| SW | None | Smurfit Westrock | Materials | $65717.9M | 0 | 6.9% | 0 | +86745.5% |
| LIN | None | Linde plc | Materials | $47377.7M | 0 | 5.0% | 0 | +91457.0% |
| ARW | None | Arrow Electronics, Inc. | Information Technology | $41813.4M | 0 | 4.4% | 0 | +100017.5% |
| LNTH | None | Lantheus Holdings, Inc. | Health Care | $39403.9M | 0 | 4.1% | 0 | +83570.8% |
| MPC | None | Marathon Petroleum Corporation | Energy | $34196.7M | 0 | 3.6% | 0 | +142979.2% |
| CVS | None | CVS Health Corporation | Health Care | $29614.5M | 0 | 3.1% | 0 | +78286.7% |
| JPM | None | JPMorgan Chase & Company | Financials | $28580.7M | 0 | 3.0% | 0 | +96603.7% |
| UTHR | None | United Therapeutics Corp. | Health Care | $26525.5M | 0 | 2.8% | 0 | +91491.1% |
Recent Buys (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| BPOPPopular, Inc. | $78804.0M | +90593.1% | 8.3% | Increased |
| JAZZJazz Pharmaceuticals plc | $74194.3M | +93495.8% | 7.8% | Increased |
| SWSmurfit Westrock | $65717.9M | +86745.5% | 6.9% | Increased |
| LINLinde plc | $47377.7M | +91457.0% | 5.0% | Increased |
| ARWArrow Electronics, Inc. | $41813.4M | +100017.5% | 4.4% | Increased |
| LNTHLantheus Holdings, Inc. | $39403.9M | +83570.8% | 4.1% | Increased |
| MPCMarathon Petroleum Corporation | $34196.7M | +142979.2% | 3.6% | Increased |
| CVSCVS Health Corporation | $29614.5M | +78286.7% | 3.1% | Increased |
Recent Sells (13F)
13F Sector Breakdown
Health Care23.6%
Financials22.1%
Materials13.7%
General10.1%
Information Technology8.5%
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Health Care | 9 | $225420.8M | 23.6% |
| Financials | 13 | $210581.3M | 22.1% |
| Materials | 4 | $130642.6M | 13.7% |
| General | 32 | $96120.5M | 10.1% |
| Information Technology | 5 | $81239.0M | 8.5% |
| Energy | 4 | $54456.1M | 5.7% |
| Consumer Discretionary | 5 | $45269.8M | 4.8% |
| Consumer Staples | 4 | $43900.3M | 4.6% |
| Healthcare | 2 | $24137.4M | 2.5% |
| Industrials | 4 | $22081.1M | 2.3% |
| Utilities | 1 | $14485.8M | 1.5% |
| Real Estate | 2 | $2596.9M | 0.3% |
| Technology | 1 | $2493.3M | 0.3% |