Pembroke Management, LTD Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$967.9M

Holdings

92

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (92 positions)

#StockSharesValue% PortfolioType
1
REZIRESIDEO TECHNOLOGIES INC
1,444,832$50.7M5.24%
2
GMEDGLOBUS MED INC
569,735$49.7M5.14%
3
MPWRMONOLITHIC PWR SYS INC
53,142$48.2M4.98%
4
CNMCORE & MAIN INC
895,855$46.6M4.81%
5
AAONAAON INC
547,215$41.7M4.31%
6
WKWORKIVA INC
474,356$40.9M4.23%
7
FSSFEDERAL SIGNAL CORP
372,543$40.5M4.18%
8
PSTGPURE STORAGE INC
598,966$40.1M4.15%
9
IBPINSTALLED BLDG PRODS INC
131,367$34.1M3.52%
10
SITESITEONE LANDSCAPE SUPPLY INC
262,126$32.6M3.37%
11
TECHBIO-TECHNE CORP
512,868$30.2M3.12%
12
HGTYHAGERTY INC
2,226,961$29.9M3.09%
13
MANHMANHATTAN ASSOCIATES INC
167,248$29.0M2.99%
14
MODMODINE MFG CO
211,143$28.2M2.91%
15
BYDBOYD GROUP SERVICES INC
119,498$26.1M2.70%
16
STVNSTEVANATO GROUP S P A
1,263,833$25.4M2.63%
17
CLBTCELLEBRITE DI LTD
1,380,940$24.9M2.57%
18
BB4AXOS FINANCIAL INC
288,555$24.9M2.57%
19
QTWOQ2 HLDGS INC
343,134$24.8M2.56%
20
DORMDORMAN PRODS INC
157,561$19.4M2.01%
21
IMAIMAX CORP
514,648$19.0M1.97%
22
WSOWATSCO INC
46,803$15.8M1.63%
23
CRAICRA INTL INC
76,184$15.3M1.58%
24
IVVISHARES TR
22,303$15.3M1.58%
25
BWMNBOWMAN CONSULTING GROUP LTD
439,401$14.5M1.50%
26
RDVTRED VIOLET INC
247,470$14.1M1.46%
27
VERXVERTEX INC
648,097$12.9M1.34%
28
OLLIOLLIES BARGAIN OUTLET HLDGS
111,216$12.2M1.26%
29
VBNKVERSABANK NEW
736,222$11.0M1.14%
30
LPXLOUISIANA PAC CORP
135,592$10.9M1.13%
31
RYANRYAN SPECIALTY HOLDINGS INC
193,966$10.0M1.03%
32
GILGILDAN ACTIVEWEAR INC
159,161$9.9M1.03%
33
CHWYCHEWY INC
297,007$9.8M1.01%
34
VCTRVICTORY CAP HLDGS INC
148,809$9.4M0.97%
35
FIVEFIVE BELOW INC
47,307$8.9M0.92%
36
DSGDESCARTES SYS GROUP INC
100,973$8.9M0.91%
37
UTIUNIVERSAL TECHNICAL INST INC
283,155$7.4M0.76%
38
LCIILCI INDS
59,153$7.2M0.74%
39
CDRECADRE HLDGS INC
159,913$6.5M0.67%
40
BROSDUTCH BROS INC
96,537$5.9M0.61%
41
CWSTCASELLA WASTE SYS INC
50,755$5.0M0.51%
42
AQLTISHARES TR
54,471$4.9M0.50%
43
MAINMAIN STR CAP CORP
64,529$3.9M0.40%
44
IEMGISHARES INC
56,439$3.8M0.39%
45
EUSAISHARES INC
23,623$2.4M0.25%
46
RYROYAL BK CDA
13,266$2.3M0.23%
47
CAECAE INC
61,864$1.9M0.19%
48
SHOPSHOPIFY INC
10,937$1.8M0.18%
49
WCNWASTE CONNECTIONS INC
6,625$1.6M0.16%
50
PMTSCPI CARD GROUP INC
99,567$1.5M0.15%
51
NVDANVIDIA CORPORATION
7,170$1.3M0.14%
52
GIB/ACGI INC
14,220$1.3M0.14%
53
CXDOCREXENDO INC
195,371$1.3M0.13%
54
AMZNAMAZON COM INC
4,789$1.1M0.11%
55
AAPLAPPLE INC
4,058$1.1M0.11%
56
FSVFIRSTSERVICE CORP NEW
6,541$1.0M0.11%
57
MSFTMICROSOFT CORP
2,047$989K0.10%
58
BNBROOKFIELD CORP
21,336$979K0.10%
59
GOOGLALPHABET INC
3,081$964K0.10%
60
OTXOPEN TEXT CORP
19,733$882K0.09%
61
AEMAGNICO EAGLE MINES LTD
4,483$760K0.08%
62
FERGFERGUSON ENTERPRISES INC
3,416$760K0.08%
63
WPMWHEATON PRECIOUS METALS CORP
6,324$743K0.08%
64
MDBMONGODB INC
1,671$701K0.07%
65
AGIALAMOS GOLD INC NEW
18,012$694K0.07%
66
STNSTANTEC INC
6,933$654K0.07%
67
VEEVVEEVA SYS INC
2,565$572K0.06%
68
METAMETA PLATFORMS INC
838$553K0.06%
69
MAMASTERCARD INCORPORATED
955$545K0.06%
70
ONONON HLDG AG
11,665$542K0.06%
71
ASMLASML HOLDING N V
497$531K0.05%
72
CIGICOLLIERS INTL GROUP INC
3,530$518K0.05%
73
IDXXIDEXX LABS INC
757$512K0.05%
74
T7DTRANSDIGM GROUP INC
382$508K0.05%
75
LINLINDE PLC
1,173$500K0.05%
76
BKTIBK TECHNOLOGIES CORPORATION
6,712$500K0.05%
77
LLYELI LILLY & CO
460$494K0.05%
78
ORLYOREILLY AUTOMOTIVE INC
4,924$449K0.05%
79
WMTWALMART INC
3,951$440K0.05%
80
PGRPROGRESSIVE CORP
1,791$407K0.04%
81
BSXBOSTON SCIENTIFIC CORP
4,200$400K0.04%
82
CSGPCOSTAR GROUP INC
5,874$394K0.04%
83
CPRTCOPART INC
9,684$379K0.04%
84
SPOTSPOTIFY TECHNOLOGY S A
597$346K0.04%
85
HDHOME DEPOT INC
1,000$344K0.04%
86
TTTRANE TECHNOLOGIES PLC
810$315K0.03%
87
CDNSCADENCE DESIGN SYSTEM INC
991$309K0.03%
88
PSAPUBLIC STORAGE OPER CO
1,057$274K0.03%
89
TYLTYLER TECHNOLOGIES INC
600$272K0.03%
90
UNHUNITEDHEALTH GROUP INC
824$272K0.03%
91
SHWSHERWIN WILLIAMS CO
650$210K0.02%
92
COSTCOSTCO WHSL CORP NEW
233$200K0.02%