MondegarAI
Pembroke Management, LTD

Q1 2025 · 13F-HR

Pembroke Management, LTDholdings as filed

Filed 2025-05-15 · accession 0001172661-25-001924

$685.8M
Reported value
59
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
379577208GMEDGLOBUS MED INC$39.0M5.69%533,429CommonSOLE
M2197Q107CLBTCELLEBRITE DI LTD$35.4M5.16%1,819,628CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$29.5M4.31%172,222CommonSOLE
21874C102CNMCORE & MAIN INC$29.1M4.25%602,797CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$25.1M3.66%206,664CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$24.5M3.57%42,219CommonSOLE
74624M102PPURE STORAGE INC$24.1M3.52%545,332CommonSOLE
000360206AAONAAON INC$24.0M3.51%307,685CommonSOLE
92538J106VERXVERTEX INC$23.6M3.44%673,992CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$21.9M3.19%297,757CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$21.4M3.12%289,583CommonSOLE
258278100DORMDORMAN PRODS INC$20.6M3.00%170,621CommonSOLE
89531P105TREXTREX CO INC$20.1M2.93%345,268CommonSOLE
63947X101NCNONCINO INC$18.8M2.74%684,008CommonSOLE
T9224W109STVNSTEVANATO GROUP S P A$18.8M2.74%918,877CommonSOLE
942622200WSOWATSCO INC$17.9M2.61%35,161CommonSOLE
05465C100AXAXOS FINANCIAL INC$17.7M2.58%274,572CommonSOLE
74736L109QTWOQ2 HLDGS INC$15.7M2.29%196,558CommonSOLE
09073M104TECHBIO-TECHNE CORP$14.8M2.15%251,875CommonSOLE
12618T105CRAICRA INTL INC$14.0M2.05%80,986CommonSOLE
464287200IVVISHARES TR$13.9M2.03%24,746CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$13.5M1.98%116,435CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$13.3M1.94%752,365CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$12.9M1.87%74,285CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$12.2M1.79%84,524CommonSOLE
45245E109IMAXIMAX CORP$12.0M1.75%454,283CommonSOLE
103002101BWMNBOWMAN CONSULTING GROUP LTD$11.4M1.66%520,519CommonSOLE
16679L109CHWYCHEWY INC$11.2M1.64%345,901CommonSOLE
48242W106KBRKBR INC$11.0M1.60%220,811CommonSOLE
22207T101BASECOUCHBASE INC$10.9M1.59%693,493CommonSOLE
116794108BRKRBRUKER CORP$10.3M1.51%247,812CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$9.9M1.44%1,094,650CommonSOLE
75704L104RDVTRED VIOLET INC$9.5M1.38%252,503CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC$9.1M1.33%158,023CommonSOLE
405166109HGTYHAGERTY INC$8.5M1.24%937,700CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INST INC$8.2M1.20%320,717CommonSOLE
G98196101W9N0WNS HLDGS LTD$5.2M0.76%84,517CommonSOLE
12763L105CDRECADRE HLDGS INC$5.0M0.73%170,177CommonSOLE
92512J106VBNKVERSABANK NEW$5.0M0.73%337,345CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$4.7M0.69%74,092CommonSOLE
50189K103LCIILCI INDS$4.1M0.60%47,394CommonSOLE
56035L104MAINMAIN STR CAP CORP$3.9M0.57%68,997CommonSOLE
46432F842IEFAISHARES TR$3.8M0.55%49,808CommonSOLE
46434G103IEMGISHARES INC$3.0M0.44%55,702CommonSOLE
12532H104GIBCGI INC$2.2M0.32%15,333CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$1.6M0.23%6,541CommonSOLE
780087102RYROYAL BK CDA$1.5M0.22%9,411CommonSOLE
136375102CNICANADIAN NATL RY CO$1.5M0.22%10,683CommonSOLE
011532108AGIALAMOS GOLD INC NEW$1.5M0.22%38,718CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$1.4M0.21%12,890CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$1.3M0.19%12,059CommonSOLE
124765108CAECAE INC$1.3M0.18%35,662CommonSOLE
12634H200PMTSCPI CARD GROUP INC$1.1M0.16%38,481CommonSOLE
82509L107SHOPSHOPIFY INC$933,5080.14%9,777CommonSOLE
85472N109STNSTANTEC INC$826,9680.12%6,933CommonSOLE
11271J107BNBROOKFIELD CORP$807,0970.12%10,717CommonSOLE
194693107CIGICOLLIERS INTL GROUP INC$663,1630.10%3,808CommonSOLE
023135106AMZNAMAZON COM INC$222,4140.03%1,169CommonSOLE
037833100AAPLAPPLE INC$203,4710.03%916CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.