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Asset Manager ← All Institutions

PenderFund Capital Management Ltd.

Q1 2026 · Filed 2026-05-15
Market Value
$202M
-19.4%
Holdings
237
+18
New Purchases
72
Added To
46
Closed
61
Reduced
15
Top 10 Concentration
61.6%
Turnover
56.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CORN 7.34% 0.00% +7.34% $15M
MDA 5.48% 0.00% +5.48% $11M
SOYB 1.21% 0.00% +1.21% $2M
AGRO 1.86% 0.79% +1.07% $4M
GNRC 1.05% 0.00% +1.05% $2M
CART 1.04% 0.01% +1.03% $2M
EDD 1.01% 0.00% +1.01% $2M
DECK 1.04% 0.09% +0.95% $2M
WIW 4.29% 3.49% +0.81% $9M
SHOP 0.75% 0.00% +0.75% $2M
CLVT 1.40% 0.70% +0.70% $3M
BAH 0.68% 0.01% +0.67% $1M
NXE 1.51% 0.94% +0.57% $3M
WPM 0.48% 0.00% +0.48% $971K
NATH 0.43% 0.00% +0.43% $866K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EQX 5.82% 14.58% -8.76% $12M
SLV 0.00% 6.37% -6.37% $0
PSLV 0.00% 5.34% -5.34% $0
PPLT 14.14% 18.03% -3.89% $29M
ESPR 5.29% 6.49% -1.21% $11M
ERO 0.10% 1.13% -1.03% $210K
WBS 0.20% 0.95% -0.76% $396K
PAR 5.37% 6.06% -0.69% $11M
BUR 1.12% 1.78% -0.66% $2M
HXL 0.52% 0.94% -0.42% $1M
SHCO 0.00% 0.35% -0.35% $0
LAD 0.00% 0.32% -0.32% $0
IFF 0.63% 0.92% -0.29% $1M
CCJ 0.00% 0.27% -0.27% $0
NVDA 0.00% 0.26% -0.26% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 7 $2M 1.1%
Large Cap 45 $26M 13.0%
Mid Cap 53 $79M 39.0%
Small Cap 68 $62M 30.6%
Micro Cap 64 $33M 16.4%

Portfolio Analytics

Avg Market Cap
$51.6B
Median Market Cap
$1.1B
Avg P/E
37.6
Median P/E
23.2
Avg Dividend Yield
0.01%
Avg Beta
0.83
# Stocks
227
# ETFs / Funds
10

Top Holdings (237 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PPLT 14.14% 160,000 $29M $178.23 -$17M -82,000 -33.9%
2 CORN 7.34% 804,300 $15M $18.40 +804,300 NEW
3 TSAT 6.52% 371,153 $13M $35.42 -$3M -38,600 -9.4%
4 EQX 5.82% 812,500 $12M $14.44 -$25M -1,783,654 -68.7%
5 SANG 5.51% 2,820,933 $11M $3.94 -$3M -500 -0.0%
6 MDA 5.48% 436,232 $11M $25.33 +436,232 NEW
7 PAR 5.37% 812,462 $11M $13.33 -$4M +394,796 +94.5%
8 ESPR 5.29% 3,891,926 $11M $2.74 -$6M -500,000 -11.4%
9 WIW 4.29% 1,023,197 $9M $8.46 -$66K +7,800 +0.8%
10 AGRO 1.86% 250,000 $4M $15.02 $2M
11 NXE 1.51% 263,000 $3M $11.60 $688K +6,200 +2.4%
12 CLVT 1.40% 1,113,600 $3M $2.53 $1M +592,600 +113.7%
13 KKR 1.35% 29,340 $3M $92.50 $197K +9,600 +48.6%
14 SOYB 1.21% 100,000 $2M $24.40 +100,000 NEW
15 BUR 1.12% 497,990 $2M $4.52 -$2M
16 GNRC 1.05% 10,850 $2M $195.33 +10,850 NEW
17 FLR 1.04% 45,140 $2M $46.65 $317K
18 DECK 1.04% 20,981 $2M $100.09 $2M +18,871 +894.4%
19 SARO 1.04% 81,250 $2M $25.83 -$216K +550 +0.7%
20 CART 1.04% 56,015 $2M $37.46 $2M +55,420 +9314.3%
21 DLTR 1.01% 18,530 $2M $109.51 -$250K
22 EDD 1.01% 400,000 $2M $5.07 +400,000 NEW
23 ADUS 0.86% 18,475 $2M $93.65 -$246K +75 +0.4%
24 SHOP 0.75% 12,800 $2M $118.65 +12,800 NEW
25 BN 0.72% 35,610 $1M $40.52 -$674K -10,500 -22.8%
26 STNE 0.70% 100,000 $1M $14.12 -$67K
27 BAH 0.68% 17,620 $1M $78.03 $1M +17,270 +4934.3%
28 IFF 0.63% 17,612 $1M $72.55 -$1M -16,600 -48.5%
29 CVE 0.53% 40,000 $1M $26.54 $385K
30 HXL 0.52% 12,898 $1M $80.93 -$1M -18,825 -59.3%
31 MKL 0.49% 517 $990K $1,914.07 -$122K
32 BEP 0.49% 30,000 $979K $32.62 $168K
33 WPM 0.48% 7,400 $971K $131.26 +7,400 NEW
34 EVR 0.46% 3,100 $925K $298.51 -$116K +40 +1.3%
35 DHR 0.44% 4,700 $891K $189.60 -$185K
36 NATH 0.43% 8,600 $866K $100.73 +8,600 NEW
37 MSFT 0.42% 2,300 $851K $370.17 +2,300 NEW
38 BIDU 0.42% 7,600 $847K $111.42 -$146K
39 WIA 0.41% 103,800 $836K $8.05 $42K +7,500 +7.8%
40 APH 0.35% 5,600 $708K $126.35 +5,600 NEW
41 GTLS 0.32% 3,100 $641K $206.75 $270K +1,300 +72.2%
42 CAT 0.32% 900 $638K $708.46 +900 NEW
43 SSRM 0.31% 21,594 $635K $29.40 +21,594 NEW
44 WBD 0.30% 22,300 $612K $27.46 $128K +5,500 +32.7%
45 HOLX 0.30% 8,000 $605K $75.59 $277K +3,600 +81.8%
46 FOLD 0.29% 41,100 $594K $14.46 $425K +29,200 +245.4%
47 MRVI 0.29% 205,000 $580K $2.83 -$136K -15,500 -7.0%
48 DAWN 0.28% 26,800 $575K $21.44 +26,800 NEW
49 AL 0.27% 8,526 $554K $64.94 $64K +900 +11.8%
50 GDOT 0.27% 48,100 $540K $11.22 $290K +28,600 +146.7%
51 MCHP 0.25% 7,735 $500K $64.61 -$446K -7,100 -47.9%
52 DMII 0.25% 49,700 $496K $9.98 +49,700 NEW
53 WCN 0.24% 3,000 $487K $162.48 -$39K
54 BELFA 0.24% 2,700 $487K $180.20 $244K +1,100 +68.8%
55 TLN 0.24% 1,500 $479K $319.23 -$83K
56 WRN 0.23% 186,145 $472K $2.54 $289K +117,645 +171.7%
57 SEM 0.23% 28,700 $468K $16.29 +28,700 NEW
58 NATL 0.23% 10,700 $466K $43.58 +10,700 NEW
59 TPH 0.23% 9,900 $463K $46.73 +9,900 NEW
60 0YY7.L 0.23% 29,700 $458K $15.42 $30K +1,800 +6.5%
61 KW 0.23% 42,200 $457K $10.82 $252K +21,000 +99.1%
62 SZZLU 0.22% 43,642 $448K $10.26 $4K
63 JHG 0.22% 8,700 $447K $51.37 $280K +5,200 +148.6%
64 ARM 0.21% 2,800 $424K $151.28 +2,800 NEW
65 WOLF 0.20% 24,890 $406K $16.31 -$9K +1,039 +4.4%
66 XENE 0.20% 6,850 $398K $58.15 $91K
67 GDEN 0.20% 14,855 $396K $26.69 $165K +6,355 +74.8%
68 WBS 0.20% 5,700 $396K $69.42 -$2M -32,138 -84.9%
69 GLDD 0.20% 23,200 $394K $17.00 +23,200 NEW
70 INTU 0.19% 900 $389K $432.38 +900 NEW
71 NOW 0.19% 3,700 $387K $104.55 +3,700 NEW
72 PEN 0.19% 1,170 $384K $328.37 +1,170 NEW
73 TACH 0.19% 36,600 $378K $10.33 $3K
74 TVAIR 0.18% 36,000 $368K $10.23 $4K
75 ADBE 0.18% 1,500 $365K $243.08 +1,500 NEW
76 CCO 0.18% 152,700 $362K $2.37 +152,700 NEW
77 PKST 0.17% 16,500 $345K $20.89 +16,500 NEW
78 SEMR 0.17% 28,828 $344K $11.94 $130K +10,805 +60.0%
79 BLFY 0.17% 25,796 $342K $13.24 $73K +4,196 +19.4%
80 ACLX 0.17% 2,900 $333K $114.82 +2,900 NEW
81 IHS 0.16% 40,300 $332K $8.23 +40,300 NEW
82 AZN 0.16% 1,665 $323K $193.72 +1,665 NEW
83 FONR 0.16% 17,300 $321K $18.56 $171K +9,200 +113.6%
84 JBL 0.16% 1,207 $321K $265.63 $34K -50 -4.0%
85 CSGS 0.16% 4,000 $320K $79.94 $51K +500 +14.3%
86 TXNM 0.16% 5,400 $316K $58.46 -$49K -800 -12.9%
87 ONTF 0.15% 37,500 $304K $8.10 $153K +18,600 +98.4%
88 CWAN 0.15% 12,800 $303K $23.65 $131K +5,700 +80.3%
89 DHIL 0.15% 1,706 $294K $172.10 $39K +206 +13.7%
90 PRA 0.14% 11,292 $279K $24.72 $52K +1,891 +20.1%
91 VCIC 0.14% 25,000 $275K $11.00 $6K
92 ZIM 0.13% 9,900 $261K $26.35 +9,900 NEW
93 VHCP 0.12% 25,000 $248K $9.90 +25,000 NEW
94 CPA 0.12% 2,100 $239K $113.61 -$8K +52 +2.5%
95 IMXI 0.12% 15,100 $239K $15.80 $7K
96 LSTA 0.12% 47,500 $238K $5.01 +47,500 NEW
97 CGCT 0.12% 22,700 $233K $10.25 -$908
98 BLUW 0.11% 22,500 $232K $10.29 -$675
99 RTACU 0.11% 22,500 $231K $10.28 -$9K
100 AES 0.11% 16,400 $231K $14.09 +16,400 NEW

New Positions

SymbolValue% Port
CORN $15M 7.34%
MDA $11M 5.48%
SOYB $2M 1.21%
GNRC $2M 1.05%
EDD $2M 1.01%
SHOP $2M 0.75%
WPM $971K 0.48%
NATH $866K 0.43%
MSFT $851K 0.42%
APH $708K 0.35%
CAT $638K 0.32%
SSRM $635K 0.31%
DAWN $575K 0.28%
DMII $496K 0.25%
SEM $468K 0.23%

Sold Out Positions

SymbolValue% Port
GOOS —%
BBT —%
BCE —%
AGI —%
MA —%
ONL —%
FG —%
CCJ —%
FCRS —%
LAD —%
AMWD —%
CCXIU —%
LPCVU —%
PSLV —%
ON —%
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