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Asset Manager ← All Institutions

PenderFund Capital Management Ltd.

Q4 2025 · Filed 2026-02-17
Market Value
$250M
+5.5%
Holdings
219
+35
New Purchases
74
Added To
37
Closed
54
Reduced
18
Top 10 Concentration
74.2%
Turnover
58.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TSAT 6.37% 4.43% +1.94% $16M
SLV 6.37% 4.47% +1.90% $16M
PSLV 5.34% 4.40% +0.94% $13M
SARO 0.92% 0.00% +0.92% $2M
DLTR 0.91% 0.01% +0.90% $2M
WBS 0.95% 0.15% +0.81% $2M
ADUS 0.79% 0.01% +0.78% $2M
FLR 0.71% 0.01% +0.70% $2M
CLVT 0.70% 0.21% +0.48% $2M
KKR 1.01% 0.56% +0.44% $3M
BIDU 0.40% 0.00% +0.40% $993K
NXE 0.94% 0.60% +0.34% $2M
CCJ 0.27% 0.00% +0.27% $668K
NVDA 0.26% 0.00% +0.26% $653K
TLN 0.22% 0.00% +0.22% $562K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EQX 14.58% 18.17% -3.59% $36M
FET 0.00% 2.93% -2.93% $0
BUR 1.78% 3.76% -1.98% $4M
ESPR 6.49% 7.46% -0.97% $16M
DECK 0.09% 1.03% -0.94% $219K
MOH 0.00% 0.82% -0.82% $0
KW 0.08% 0.63% -0.55% $205K
WIW 3.49% 3.77% -0.29% $9M
SANG 5.66% 5.91% -0.25% $14M
EDD 0.00% 0.24% -0.24% $0
SAND 0.00% 0.22% -0.22% $0
MRVI 0.29% 0.51% -0.22% $717K
BTG 0.00% 0.21% -0.21% $0
STNE 0.59% 0.80% -0.21% $1M
WRN 0.07% 0.27% -0.19% $183K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $1M 0.5%
Large Cap 39 $53M 21.3%
Mid Cap 53 $103M 41.0%
Small Cap 81 $73M 29.3%
Micro Cap 43 $20M 7.9%

Portfolio Analytics

Avg Market Cap
$34.9B
Median Market Cap
$1.2B
Avg P/E
40.8
Median P/E
24.8
Avg Dividend Yield
0.01%
Avg Beta
0.90
# Stocks
210
# ETFs / Funds
9

Top Holdings (219 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PPLT 18.03% 242,000 $45M $186.43 $2M -60,000 -19.9%
2 EQX 14.58% 2,596,154 $36M $14.05 -$7M -1,250,000 -32.5%
3 ESPR 6.49% 4,391,926 $16M $3.70 -$1M -2,284,593 -34.2%
4 SLV 6.37% 247,500 $16M $64.42 $5M -2,500 -1.0%
5 TSAT 6.37% 409,753 $16M $38.90 $5M
6 PAR 6.06% 417,666 $15M $36.28 $391K +44,700 +12.0%
7 SANG 5.66% 2,821,433 $14M $5.02 $154K
8 PSLV 5.34% 565,000 $13M $23.65 $3M -100,000 -15.0%
9 WIW 3.49% 1,015,397 $9M $8.59 -$227K +8,700 +0.9%
10 BUR 1.78% 497,990 $4M $8.92 -$4M -246,723 -33.1%
11 ERO 1.13% 102,590 $3M $27.55 $464K -17,010 -14.2%
12 KKR 1.01% 19,740 $3M $127.48 $1M +9,500 +92.8%
13 WBS 0.95% 37,838 $2M $62.94 $2M +32,000 +548.1%
14 NXE 0.94% 256,800 $2M $9.20 $937K +97,500 +61.2%
15 HXL 0.94% 31,723 $2M $73.90 $355K
16 SARO 0.92% 80,700 $2M $28.68 +80,700 NEW
17 IFF 0.92% 34,212 $2M $67.39 $203K +42 +0.1%
18 DLTR 0.91% 18,530 $2M $123.01 $2M +18,220 +5877.4%
19 BN 0.85% 46,110 $2M $45.91 $8K +15,370 +50.0%
20 AGRO 0.79% 250,000 $2M $7.93 $22K
21 ADUS 0.79% 18,400 $2M $107.39 $2M +18,112 +6288.9%
22 FLR 0.71% 45,140 $2M $39.63 $2M +44,400 +6000.0%
23 CLVT 0.70% 521,000 $2M $3.34 $1M +388,800 +294.1%
24 STNE 0.59% 100,000 $1M $14.79 -$412K
25 MKL 0.44% 517 $1M $2,149.65 $127K +2 +0.4%
26 DHR 0.43% 4,700 $1M $228.92 $144K
27 EVR 0.42% 3,060 $1M $340.25 $29K +60 +2.0%
28 BIDU 0.40% 7,600 $993K $130.66 +7,600 NEW
29 MCHP 0.38% 14,835 $945K $63.72 $23K +475 +3.3%
30 SHCO 0.35% 98,995 $887K $8.96 $507K +56,095 +130.8%
31 BEP 0.32% 30,000 $811K $27.02 $37K
32 LAD 0.32% 2,400 $798K $332.33 $39K
33 WIA 0.32% 96,300 $794K $8.24 $44K +7,200 +8.1%
34 MRVI 0.29% 220,500 $717K $3.25 -$488K -199,357 -47.5%
35 CVE 0.27% 40,000 $677K $16.92 $507K +30,000 +300.0%
36 CCJ 0.27% 7,300 $668K $91.57 +7,300 NEW
37 NVDA 0.26% 3,500 $653K $186.50 +3,500 NEW
38 DAY 0.23% 8,300 $574K $69.16 $478K +6,900 +492.9%
39 TLN 0.22% 1,500 $562K $374.84 +1,500 NEW
40 WCN 0.21% 3,000 $526K $175.38 -$1K
41 DMIIU 0.20% 49,700 $497K $10.00 -$184K -18,800 -27.4%
42 AL 0.20% 7,626 $490K $64.23 $431K +6,700 +723.5%
43 WBD 0.19% 16,800 $484K $28.82 +16,800 NEW
44 CYBR 0.18% 1,000 $446K $446.06 $60K +200 +25.0%
45 SZZLU 0.18% 43,642 $443K $10.16 +43,642 NEW
46 0YY7.L 0.17% 27,900 $428K $15.34 $394K +24,970 +852.2%
47 HI 0.17% 13,400 $425K $31.72 +13,400 NEW
48 WOLF 0.17% 23,851 $415K $17.41 +23,851 NEW
49 CIO 0.16% 58,700 $410K $6.99 $117K +16,500 +39.1%
50 EB 0.16% 91,800 $409K $4.45 +91,800 NEW
51 SOHO 0.16% 184,798 $397K $2.15 +184,798 NEW
52 DENN 0.16% 63,500 $395K $6.22 +63,500 NEW
53 AGI 0.15% 10,000 $386K $38.61 $38K
54 TACH 0.15% 36,600 $376K $10.26 +36,600 NEW
55 GTLS 0.15% 1,800 $371K $206.23 -$29K -200 -10.0%
56 TXNM 0.15% 6,200 $365K $58.88 $116K +1,800 +40.9%
57 TVAIR 0.15% 36,000 $364K $10.12 +36,000 NEW
58 HOLX 0.13% 4,400 $328K $74.49 $281K +3,700 +528.6%
59 QIPT 0.13% 92,629 $328K $3.54 +92,629 NEW
60 CTLP 0.13% 30,800 $327K $10.62 $156K +14,600 +90.1%
61 RNAM 0.13% 4,500 $325K $72.13 +4,500 NEW
62 ON 0.13% 5,800 $314K $54.15 +5,800 NEW
63 TXN 0.12% 1,800 $312K $173.49 +1,800 NEW
64 XENE 0.12% 6,850 $307K $44.82 $32K
65 JBL 0.11% 1,257 $287K $228.02 $22K +40 +3.3%
66 LNSR 0.11% 24,600 $286K $11.63 -$47K -2,400 -8.9%
67 MA 0.11% 500 $285K $570.88 $1K
68 VCIC 0.11% 25,000 $269K $10.77 $2K
69 BLFY 0.11% 21,600 $268K $12.43 +21,600 NEW
70 CSGS 0.11% 3,500 $268K $76.69 +3,500 NEW
71 ALEX 0.10% 12,400 $256K $20.64 +12,400 NEW
72 DHIL 0.10% 1,500 $254K $169.50 +1,500 NEW
73 VHCPU 0.10% 25,000 $251K $10.02 +25,000 NEW
74 GDOT 0.10% 19,500 $250K $12.81 +19,500 NEW
75 CPA 0.10% 2,048 $247K $120.61 $4K
76 BELFA 0.10% 1,600 $243K $151.80 +1,600 NEW
77 RTACU 0.10% 22,500 $240K $10.67 +22,500 NEW
78 CGCT 0.09% 22,700 $234K $10.29 +22,700 NEW
79 BLUW 0.09% 22,500 $232K $10.32 +22,500 NEW
80 IMXI 0.09% 15,100 $232K $15.36 $99K +5,600 +59.0%
81 GDEN 0.09% 8,500 $231K $27.19 +8,500 NEW
82 PRA 0.09% 9,401 $227K $24.16 $47K +1,901 +25.4%
83 TRUE 0.09% 97,100 $219K $2.26 +97,100 NEW
84 DECK 0.09% 2,110 $219K $103.67 -$2M -22,026 -91.3%
85 SEMR 0.09% 18,023 $214K $11.89 +18,023 NEW
86 CMA 0.08% 2,397 $208K $86.93 +2,397 NEW
87 ASTL 0.08% 50,000 $206K $4.12 +50,000 NEW
88 KW 0.08% 21,200 $205K $9.67 -$1M -158,200 -88.2%
89 CDTX 0.08% 900 $199K $220.89 +900 NEW
90 BHF 0.08% 2,900 $188K $64.79 +2,900 NEW
91 NWE 0.07% 2,900 $187K $64.54 $150K +2,269 +359.6%
92 WRN 0.07% 68,500 $183K $2.67 -$448K -250,000 -78.5%
93 HVMCU 0.07% 18,000 $182K $10.13 $180
94 LYTS 0.07% 9,730 $178K $18.32 -$51K
95 WENN 0.07% 17,600 $178K $10.10 +17,600 NEW
96 RNGTU 0.07% 17,320 $177K $10.20 +17,320 NEW
97 PLYM 0.07% 8,000 $175K $21.88 +8,000 NEW
98 JAMF 0.07% 13,300 $173K $13.01 +13,300 NEW
99 CWAN 0.07% 7,100 $171K $24.12 +7,100 NEW
100 FOLD 0.07% 11,900 $169K $14.24 +11,900 NEW

New Positions

SymbolValue% Port
SARO $2M 0.92%
BIDU $993K 0.40%
CCJ $668K 0.27%
NVDA $653K 0.26%
TLN $562K 0.22%
WBD $484K 0.19%
SZZLU $443K 0.18%
HI $425K 0.17%
WOLF $415K 0.17%
EB $409K 0.16%
SOHO $397K 0.16%
DENN $395K 0.16%
TACH $376K 0.15%
TVAIR $364K 0.15%
QIPT $328K 0.13%

Sold Out Positions

SymbolValue% Port
APO —%
FET —%
EDD —%
MOH —%
HBM —%
CCRN —%
MPWR —%
COLB —%
BSAAU —%
KRE —%
TASK —%
BTG —%
PACH —%
PMTRU —%
NPACU —%
View SEC EDGAR Filings for PenderFund Capital Management Ltd. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms