Penderfund Capital Management Ltd. Portfolio Stock Holdings

Penderfund Capital Management Ltd. disclosed 253 stock positions valued at approximately $638.6 million in its latest SEC 13F filing. The largest holdings include ABRDN PLATINUM ETF TRUST, TEUCRIUM COMMODITY TR, and TELESAT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
253
Portfolio Value
$638.6M
Holdings by Sector
Penderfund Capital Management Ltd. Portfolio Holdings in Q1 2026

122 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ABRDN PLATINUM ETF TRUSTPPLTOther4.47%160,000-82,000-33.88%$28,516,800
TEUCRIUM COMMODITY TRCORNOther2.32%804,300+804,300+100.00%$14,799,120
TELESAT CORPTSATTechnology2.06%371,153-38,600-9.42%$13,145,308
EQUINOX GOLD CORPEQXBasic Materials1.84%812,500-1,783,654-68.70%$11,733,969
SANGOMA TECHNOLOGIES CORPSANGTechnology1.74%2,820,933-500-0.02%$11,112,582
PAR TECHNOLOGY CORPPARTechnology1.70%812,462+394,796+94.52%$10,830,118
ESPERION THERAPEUTICS INC NEESPRHealthcare1.67%3,891,926-500,000-11.38%$10,663,877
WESTERN AST INFL LKD OPP & IWIWFinancial Services1.36%1,023,197+7,800+0.77%$8,656,247
NEXGEN ENERGY LTDNXEEnergy0.48%263,000+6,200+2.41%$3,051,413
KKR & CO INCKKRFinancial Services0.43%29,340+9,600+48.63%$2,713,950
TEUCRIUM COMMODITY TRSOYBOther0.38%100,000+100,000+100.00%$2,440,000
BURFORD CAPITAL LIMITEDBUROther0.35%497,990--$2,250,915
GENERAC HLDGS INCGNRCIndustrials0.33%10,850+10,850+100.00%$2,119,330
FLUOR CORPFLRIndustrials0.33%45,140--$2,105,781
DECKERS OUTDOOR CORPDECKConsumer Cyclical0.33%20,981+18,871+894.36%$2,099,988
STANDARDAERO INC85423L103Other0.33%81,250+550+0.68%$2,098,688
MAPLEBEAR INCCARTConsumer Cyclical0.33%56,015+55,420+9314.29%$2,098,322
DOLLAR TREE INCDLTRConsumer Defensive0.32%18,530--$2,029,220
MORGAN STANLEY EMERGING MKTSEDDFinancial Services0.32%400,000+400,000+100.00%$2,028,000
ADDUS HOMECARE CORPADUSHealthcare0.27%18,475+75+0.41%$1,730,184
SHOPIFY INCSHOPTechnology0.24%12,800+12,800+100.00%$1,518,775
BROOKFIELD CORPBNFinancial Services0.23%35,610-10,500-22.77%$1,442,984
BOOZ ALLEN HAMILTON HLDG CORBAHIndustrials0.22%17,620+17,270+4934.29%$1,374,889
INTERNATIONAL FLAVORS&FRAGRAIFFBasic Materials0.20%17,612-16,600-48.52%$1,277,751
CENOVUS ENERGY INCCVEEnergy0.17%40,000--$1,061,606
HEXCEL CORP NEWHXLIndustrials0.16%12,898-18,825-59.34%$1,043,835
MARKEL GROUP INCMKLFinancial Services0.15%517--$989,574
BROOKFIELD RENEWABLE ENERGYG16258108Other0.15%30,000--$978,650
WHEATON PRECIOUS METALS CORPWPMBasic Materials0.15%7,400+7,400+100.00%$971,346
EVERCORE INCEVRFinancial Services0.14%3,100+40+1.31%$925,381
DANAHER CORP DELDHRHealthcare0.14%4,700--$891,120
NATHANS FAMOUS INCNATHConsumer Cyclical0.14%8,600+8,600+100.00%$866,278
MICROSOFT CORPMSFTTechnology0.13%2,300+2,300+100.00%$851,391
BAIDU INCBIDUCommunication Services0.13%7,600--$846,792
WESTERN ASSET INFLT LNK INCXWIAXOther0.13%103,800+7,500+7.79%$835,590
AMPHENOL CORPAPHTechnology0.11%5,600+5,600+100.00%$707,560
CHART INDS INCGTLSIndustrials0.10%3,100+1,300+72.22%$640,925
CATERPILLAR INCCATIndustrials0.10%900+900+100.00%$637,614
SSR MINING INSSRMBasic Materials0.10%21,594+21,594+100.00%$634,864
WARNER BROS DISCOVERY INCWBDCommunication Services0.10%22,300+5,500+32.74%$612,358
HOLOGIC INCHOLXHealthcare0.09%8,000+3,600+81.82%$604,720
AMICUS THERAPEUTICFOLDHealthcare0.09%41,100+29,200+245.38%$594,306
MARAVAI LIFESCIENCES HLDGS IMRVIHealthcare0.09%205,000-15,500-7.03%$580,150
DAY ONE BIOPHARMACEUTICALS IDAWNHealthcare0.09%26,800+26,800+100.00%$574,592
ATS CORPORATIONATSIndustrials0.09%20,000--$563,727
AIR LEASE CORPALIndustrials0.09%8,526+900+11.80%$553,678
GREEN DOT CORPGDOTFinancial Services0.08%48,100+28,600+146.67%$539,682
MICROCHIP TECHNOLOGY INC.MCHPTechnology0.08%7,735-7,100-47.86%$499,758
WASTE CONNECTIONS INCWCNIndustrials0.08%3,000--$487,427
BEL FUSE INCBELFATechnology0.08%2,700+1,100+68.75%$486,540
TALEN ENERGY CORPTLNOther0.07%1,500--$478,845
WESTERN COPPER & GOLD CORPWRNBasic Materials0.07%186,145+117,645+171.74%$472,354
SELECT MED HLDGS CORPSEMHealthcare0.07%28,700+28,700+100.00%$467,523
NCR ATLEOS CORPORATIONNATLTechnology0.07%10,700+10,700+100.00%$466,306
TRI POINTE HOMES INCTPHConsumer Cyclical0.07%9,900+9,900+100.00%$462,627
DIGITALBRIDGE GROUP INCDBRGReal Estate0.07%29,700+1,800+6.45%$457,974
KENNEDY-WILSON HOLDINGS INCKWReal Estate0.07%42,200+21,000+99.06%$456,604
JANUS HENDERSON GROUP PLCJHGOther0.07%8,700+5,200+148.57%$446,919
ARM HOLDINGS PLCARMTechnology0.07%2,800+2,800+100.00%$423,584
XENON PHARMACEUTICALS INCXENEHealthcare0.06%6,850--$398,327
GOLDEN ENTMT INCGDENConsumer Cyclical0.06%14,855+6,355+74.76%$396,480
WEBSTER FINL CORPWBSFinancial Services0.06%5,700-32,138-84.94%$395,694
GREAT LAKES DREDGE & DOCK COGLDDIndustrials0.06%23,200+23,200+100.00%$394,400
INTUITINTUTechnology0.06%900+900+100.00%$389,142
SERVICENOW INCNOWTechnology0.06%3,700+3,700+100.00%$386,835
PENUMBRA INCPENHealthcare0.06%1,170+1,170+100.00%$384,193
ADOBE INCADBETechnology0.06%1,500+1,500+100.00%$364,620
CLEAR CHANNEL OUTDOOR HLDGSCCOCommunication Services0.06%152,700+152,700+100.00%$361,899
PEAKSTONE REALTY TRUSTPKSTReal Estate0.05%16,500+16,500+100.00%$344,685
SEMRUSH HLDGS INCSEMRTechnology0.05%28,828+10,805+59.95%$344,206
BLUE FOUNDRY BANCORPBLFYFinancial Services0.05%25,796+4,196+19.43%$341,539
ARCELLX INCACLXHealthcare0.05%2,900+2,900+100.00%$332,978
INTEGRA RES CORPITRGBasic Materials0.05%120,000+120,000+100.00%$324,348
FONAR CORPFONRHealthcare0.05%17,300+9,200+113.58%$321,088
JABIL INCJBLTechnology0.05%1,207-50-3.98%$320,615
CSG SYS INTL INCCSGSTechnology0.05%4,000+500+14.29%$319,760
TXNM ENERGY INCTXNMUtilities0.05%5,400-800-12.90%$315,684
ON24 INCONTFTechnology0.05%37,500+18,600+98.41%$303,750
CLEARWATER ANALYTICS HLDGS ICWANTechnology0.05%12,800+5,700+80.28%$302,720
DIAMOND HILL INVT GROUP INCDHILFinancial Services0.05%1,706+206+13.73%$293,603
PROASSURANCE CORPPRAFinancial Services0.04%11,292+1,891+20.11%$279,138
ZIM INTEGRATED SHIPPING SERVM9T951109Other0.04%9,900+9,900+100.00%$260,865
COPA HOLDINGS SAP31076105Other0.04%2,100+52+2.54%$238,581
INTERNATIONAL MONEY EXPRESSIMXITechnology0.04%15,100--$238,580
LISATA THERAPEUTICS INCLSTAHealthcare0.04%47,500+47,500+100.00%$237,975
AES CORPAESUtilities0.04%16,400+16,400+100.00%$231,076
SUNOPTA INCSTKLConsumer Defensive0.04%35,277+35,277+100.00%$228,595
ENHABIT INCEHABHealthcare0.03%15,800+15,800+100.00%$222,622
THERMON GROUP HLDGS INCTHRIndustrials0.03%4,400+4,400+100.00%$221,760
VERIS RESIDENTIAL INCVREReal Estate0.03%11,600+11,600+100.00%$218,892
ERO COPPER CORPEROBasic Materials0.03%7,870-94,720-92.33%$209,893
SILICON LABORATORIES INCSLABTechnology0.03%1,000+1,000+100.00%$208,150
LENSAR INCLNSRHealthcare0.03%33,381+8,781+35.70%$198,951
MISTER CAR WASH INCMCWConsumer Cyclical0.03%28,400+28,400+100.00%$197,948
NORTHWESTERN ENERGY GROUP INNWEUtilities0.03%2,900--$191,226
TALKSPACE INCTALKHealthcare0.03%36,900+36,900+100.00%$190,957
LSI INDS INC OHIOLYTSTechnology0.03%10,145+415+4.27%$188,697
BRIGHTHOUSE FINL INCBHFFinancial Services0.03%3,100+200+6.90%$185,628
ADVISORSHARES TRMSOSOther0.02%40,500+17,400+75.32%$143,775
FIDELITY NATL FINL INCFNFFinancial Services0.02%2,694--$124,948
Penderfund Capital Management Ltd. Portfolio Stock Holdings | InsiderSet