PenderFund Capital Management Ltd.

Q1 2025 13F-HR/A Holdings

Location
Vancouver, A1
Holdings as of
3/31/2025
Date filed
8/14/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
142
Total value ($000)
$367,087
Net value change ($000)
New positions
112
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FROG 35,041
CPA 22,843
Territorial Bancorp Inc. 22,596
HXL 16,274
FET 16,270
RMBS 12,692
Pactiv Evergreen Inc. 12,510
PRA 12,351
PAR 12,186
AGS 11,833
Top Reduces (Value $000, Stocks/ETFs)
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type