Pembroke Management, LTD

data from 30/09/2025

Capitalization

$ 1.008 B 21.91 %

Average holding period

9 ans

Performance

$ -2.998 B -376.13 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Pembroke Management, LTD

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 REZI RESIDEO TECHNOLOGIES INC 6.30% 63.480 M $ 1470131 2024/09/30 24.524 M $ 95.74 %
2025/09/30 PSTG PURE STORAGE INC 5.54% 55.872 M $ 666649 2022/12/31 18.889 M $ 45.55 %
2025/09/30 AAON AAON INC 5.13% 51.686 M $ 553149 2024/06/30 8.471 M $ 26.70 %
2025/09/30 MPWR MONOLITHIC PWR SYS INC 4.93% 49.656 M $ 53936 2017/06/30 10.403 M $ 25.88 %
2025/09/30 CNM CORE & MAIN INC 4.86% 48.943 M $ 909216 2023/06/30 -4.684 M $ -10.80 %
2025/09/30 SITE SITEONE LANDSCAPE SUPPLY INC 3.89% 39.202 M $ 304362 2017/09/30 2.115 M $ 6.50 %
2025/09/30 WK WORKIVA INC 3.59% 36.185 M $ 420361 2025/09/30 0.000 $ 0.00 %
2025/09/30 IBP INSTALLED BLDG PRODS INC 3.52% 35.435 M $ 143658 2016/12/31 13.995 M $ 36.79 %
2025/09/30 FSS FEDERAL SIGNAL CORP 3.32% 33.460 M $ 281196 2023/12/31 4.469 M $ 11.81 %
2025/09/30 MANH MANHATTAN ASSOCIATES INC 3.32% 33.413 M $ 163006 2022/09/30 922.032 K $ 3.80 %
2025/09/30 STVN STEVANATO GROUP S P A 3.28% 33.043 M $ 1283216 2022/09/30 1.513 M $ 5.40 %
2025/09/30 GMED GLOBUS MED INC 3.19% 32.197 M $ 562190 2019/06/30 -1.052 M $ -2.97 %
2025/09/30 MOD MODINE MFG CO 3.03% 30.506 M $ 214589 2025/09/30 0.000 $ 0.00 %
2025/09/30 WSO WATSCO INC 2.82% 28.375 M $ 70182 2020/03/31 -1.991 M $ -8.45 %
2025/09/30 HGTY HAGERTY INC 2.70% 27.225 M $ 2261203 2024/12/31 1.917 M $ 19.09 %
2025/09/30 CLBT CELLEBRITE DI LTD 2.57% 25.921 M $ 1398886 2024/03/31 3.609 M $ 15.81 %
2025/09/30 TREX TREX CO INC 2.44% 24.611 M $ 476311 2016/06/30 -1.158 M $ -4.98 %
2025/09/30 DORM DORMAN PRODS INC 2.32% 23.382 M $ 150003 2019/12/31 5.531 M $ 27.07 %
2025/09/30 QTWO Q2 HLDGS INC 2.22% 22.334 M $ 308521 2024/06/30 -5.298 M $ -22.65 %
2025/09/30 AX AXOS FINANCIAL INC 2.20% 22.135 M $ 261492 2019/03/31 2.299 M $ 11.32 %
2025/09/30 TECH BIO-TECHNE CORP 2.08% 20.971 M $ 376977 2020/09/30 1.420 M $ 8.12 %
2025/09/30 VERX VERTEX INC 2.01% 20.280 M $ 818053 2023/12/31 -7.992 M $ -29.85 %
2025/09/30 BWMN BOWMAN CONSULTING GROUP LTD 1.89% 19.018 M $ 448970 2021/12/31 6.961 M $ 47.34 %
2025/09/30 IMAX IMAX CORP 1.68% 16.919 M $ 516622 2023/12/31 2.090 M $ 17.13 %
2025/09/30 CRAI CRA INTL INC 1.60% 16.153 M $ 77459 2018/12/31 1.682 M $ 11.29 %
2025/09/30 RYAN RYAN SPECIALTY HOLDINGS INC 1.55% 15.573 M $ 276311 2023/06/30 -3.279 M $ -17.11 %
2025/09/30 IVV ISHARES TR 1.49% 14.971 M $ 22368 2019/06/30 1.349 M $ 7.80 %
2025/09/30 RDVT RED VIOLET INC 1.30% 13.129 M $ 251272 2024/09/30 700.652 K $ 6.20 %
2025/09/30 OLLI OLLIES BARGAIN OUTLET HLDGS 1.29% 12.976 M $ 101061 2024/06/30 -311.362 K $ -2.56 %
2025/09/30 CHWY CHEWY INC 1.21% 12.220 M $ 302100 2024/12/31 -595.823 K $ -5.09 %
2025/09/30 CCCS CCC INTELLIGENT SOLUTIONS HL 1.21% 12.164 M $ 1335265 2023/12/31 -320.244 K $ -3.19 %
2025/09/30 KBR KBR INC 0.97% 9.824 M $ 207742 2021/03/31 -156.523 K $ -1.36 %
2025/09/30 VCTR VICTORY CAP HLDGS INC 0.97% 9.795 M $ 151252 2024/06/30 168.627 K $ 1.71 %
2025/09/30 UTI UNIVERSAL TECHNICAL INST INC 0.96% 9.635 M $ 296009 2022/06/30 -413.694 K $ -3.95 %
2025/09/30 DSGX DESCARTES SYS GROUP INC 0.93% 9.347 M $ 99197 2014/12/31 -740.382 K $ -5.36 %
2025/09/30 GIL GILDAN ACTIVEWEAR INC 0.84% 8.461 M $ 146386 2024/06/30 1.062 M $ 12.76 %
2025/09/30 FIVE FIVE BELOW INC 0.74% 7.426 M $ 48005 2025/09/30 0.000 $ 0.00 %
2025/09/30 VBNK.TO VERSABANK NEW 0.63% 6.388 M $ 523185 2024/06/30 605.745 K $ 9.04 %
2025/09/30 CDRE CADRE HLDGS INC 0.59% 5.990 M $ 164074 2025/03/31 773.457 K $ 14.63 %
2025/09/30 IEFA ISHARES TR 0.45% 4.582 M $ 52481 2019/06/30 208.574 K $ 4.59 %
2025/09/30 LCII LCI INDS 0.42% 4.223 M $ 45337 2017/03/31 90.557 K $ 2.15 %
2025/09/30 MAIN MAIN STR CAP CORP 0.40% 4.032 M $ 63403 2024/03/31 314.048 K $ 7.60 %
2025/09/30 IEMG ISHARES INC 0.38% 3.798 M $ 57612 2022/12/31 339.334 K $ 9.81 %
2025/09/30 EUSA ISHARES INC 0.20% 2.061 M $ 20017 2025/09/30 0.000 $ 0.00 %
2025/09/30 RY ROYAL BK CDA 0.19% 1.954 M $ 13266 2021/12/31 148.411 K $ 8.79 %
2025/09/30 GIB CGI INC 0.19% 1.945 M $ 21820 2021/12/31 -310.451 K $ -10.98 %
2025/09/30 SHOP SHOPIFY INC 0.16% 1.625 M $ 10937 2023/06/30 464.442 K $ 21.18 %
2025/09/30 PMTS CPI CARD GROUP INC 0.15% 1.507 M $ 99567 2022/12/31 -454.671 K $ -36.17 %
2025/09/30 ARX ACCELERANT HOLDINGS 0.14% 1.396 M $ 93785 2025/09/30 0.000 $ 0.00 %
2025/09/30 CAE CAE INC 0.13% 1.282 M $ 43261 2024/06/30 13.194 K $ 0.93 %
2025/09/30 CXDO CREXENDO INC 0.13% 1.270 M $ 195371 2025/06/30 27.163 K $ 7.08 %
2025/09/30 FSV FIRSTSERVICE CORP NEW 0.12% 1.246 M $ 6541 2022/09/30 103.805 K $ 6.68 %
2025/09/30 CNI CANADIAN NATL RY CO 0.12% 1.179 M $ 12503 2022/12/31 -121.779 K $ -6.86 %
2025/09/30 NVDA NVIDIA CORPORATION 0.09% 935.275 K $ 5013 2025/06/30 76.421 K $ 18.10 %
2025/09/30 AAPL APPLE INC 0.08% 806.413 K $ 3167 2025/03/31 108.713 K $ 24.11 %
2025/09/30 MSFT MICROSOFT CORP 0.08% 793.499 K $ 1532 2025/06/30 22.162 K $ 4.13 %
2025/09/30 AEM AGNICO EAGLE MINES LTD 0.08% 755.654 K $ 4483 2023/12/31 264.081 K $ 30.59 %
2025/09/30 STN STANTEC INC 0.07% 747.377 K $ 6933 2020/12/31 -6.101 K $ -0.59 %
2025/09/30 AMZN AMAZON COM INC 0.07% 712.505 K $ 3245 2024/12/31 526.000 $ 0.08 %
2025/09/30 WPM WHEATON PRECIOUS METALS CORP 0.07% 707.276 K $ 6324 2021/12/31 164.374 K $ 18.00 %
2025/09/30 VEEV VEEVA SYS INC 0.07% 674.170 K $ 2263 2025/06/30 18.847 K $ 3.45 %
2025/09/30 BN BROOKFIELD CORP 0.06% 650.321 K $ 14224 2022/12/31 -229.433 K $ -19.14 %
2025/09/30 AGI ALAMOS GOLD INC NEW 0.06% 627.898 K $ 18012 2023/12/31 183.064 K $ 22.92 %
2025/09/30 CIGI COLLIERS INTL GROUP INC 0.06% 594.848 K $ 3808 2015/06/30 97.751 K $ 14.41 %
2025/09/30 GOOGL ALPHABET INC 0.06% 582.954 K $ 2398 2025/06/30 104.116 K $ 37.95 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 0.06% 572.904 K $ 2551 2025/06/30 14.636 K $ 3.14 %
2025/09/30 BKTI BK TECHNOLOGIES CORPORATION 0.06% 567.030 K $ 6712 2025/09/30 0.000 $ 0.00 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.05% 536.139 K $ 4973 2025/06/30 71.285 K $ 19.62 %
2025/09/30 PGR PROGRESSIVE CORP 0.05% 511.187 K $ 2070 2025/06/30 -31.656 K $ -7.46 %
2025/09/30 MDB MONGODB INC 0.05% 492.573 K $ 1587 2025/06/30 114.243 K $ 47.81 %
2025/09/30 META META PLATFORMS INC 0.05% 481.019 K $ 655 2025/06/30 -2.467 K $ -0.50 %
2025/09/30 MA MASTERCARD INCORPORATED 0.04% 451.635 K $ 794 2025/06/30 4.410 K $ 1.22 %
2025/09/30 CSGP COSTAR GROUP INC 0.04% 439.146 K $ 5205 2025/06/30 17.297 K $ 4.94 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.04% 422.738 K $ 4330 2025/06/30 -38.748 K $ -9.11 %
2025/09/30 ASML ASML HOLDING N V 0.04% 421.119 K $ 435 2025/06/30 54.677 K $ 20.80 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.04% 367.846 K $ 527 2025/06/30 -27.944 K $ -9.04 %
2025/09/30 IDXX IDEXX LABS INC 0.03% 342.445 K $ 536 2025/06/30 45.737 K $ 19.12 %
2025/09/30 LIN LINDE PLC 0.03% 325.375 K $ 685 2025/06/30 3.724 K $ 1.24 %
2025/09/30 TDG TRANSDIGM GROUP INC 0.03% 315.007 K $ 239 2025/06/30 -41.131 K $ -13.32 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.03% 301.701 K $ 715 2025/06/30 -10.722 K $ -3.53 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.03% 276.793 K $ 788 2025/09/30 0.000 $ 0.00 %
2025/09/30 PSA PUBLIC STORAGE OPER CO 0.03% 269.208 K $ 932 2025/06/30 -4.236 K $ -1.56 %
2025/09/30 HD HOME DEPOT INC 0.03% 267.425 K $ 660 2025/09/30 0.000 $ 0.00 %
2025/09/30 LLY ELI LILLY & CO 0.03% 262.472 K $ 344 2025/09/30 0.000 $ 0.00 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.03% 251.724 K $ 729 2025/09/30 0.000 $ 0.00 %
2025/09/30 WMT WALMART INC 0.02% 250.230 K $ 2428 2025/09/30 0.000 $ 0.00 %
2025/09/30 ONON ON HLDG AG 0.02% 245.503 K $ 5797 2025/09/30 0.000 $ 0.00 %
2025/09/30 CPRT COPART INC 0.02% 231.852 K $ 5158 2025/09/30 0.000 $ 0.00 %
2025/09/30 TYL TYLER TECHNOLOGIES INC 0.02% 204.032 K $ 390 2025/09/30 0.000 $ 0.00 %
2025/09/30 BRKR BRUKER CORP 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 WNS WNS HLDGS LTD 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %