Polaris Capital Management, LLC IMKTA — INGLES MARKETS INC-CLASS A

Ownership history in Polaris Capital Management, LLC  ·  7 quarters on record

AI Ownership Summary

Polaris Capital Management, LLC reported INGLES MARKETS INC-CLASS A (IMKTA) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.21% in 2025 Q1. The latest visible filing shows IMKTA at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IMKTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Polaris Capital Management, LLC's position in INGLES MARKETS INC-CLASS A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IMKTA was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IMKTA stock page Polaris Capital Management, LLC fund profile Polaris Capital Management, LLC full holdings
How Polaris Capital Management, LLC held IMKTA — position size vs. price
% of Fund (quarterly)    IMKTA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 26,983 -5,300 -16.4% 0.20% $2.4M 2026-04-27 $90.03
2025 Q4 UNCHANGED — — — 32,283 — 0% 0.18% $2.2M 2026-01-29 $72.73
2025 Q3 REDUCED — — — 32,283 -300 -0.9% 0.15% $2.2M 2025-10-27 $71.55
2025 Q2 REDUCED 42.1% +10.0% ❌ 32,583 -23,700 -42.1% 0.14% $2.1M 2025-07-21 $66.35
2025 Q1 ADDED — — — 56,283 +23,483 +71.6% 0.21% $3.7M 2025-05-14 $61.25
2024 Q4 ADDED — — — 32,800 +6,500 +24.7% 0.10% $2.1M 2025-01-29 $66.51
2024 Q3 INITIATED — — — 26,300 — — 0.10% $2.0M 2024-11-13 $71.40

🏢 Other funds also holding IMKTA

As of 2026 Q1 — sorted by position size

SUMMER ROAD LLC 3Y 7Y 27.45% GATE CITY CAPITAL MANAGEMENT, LLC 7.75% TOWLE & CO 3Y 7Y 2.46% Wallace Capital Management Inc. 3Y 7Y 1.99% Factorial Partners, LLC 3Y 7Y 1.63% FCA CORP /TX 3Y 7Y 1.48% Ballast Asset Management, LP 1.28% Bragg Financial Advisors, Inc 3Y 7Y 1.08% River Road Asset Management, LLC 3Y 7Y 0.97% DENALI ADVISORS LLC 3Y 7Y 0.97%

FAQ About Polaris Capital Management, LLC and IMKTA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Polaris Capital Management, LLC reported owning IMKTA?

Polaris Capital Management, LLC reported IMKTA across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported IMKTA position in Polaris Capital Management, LLC's portfolio?

The largest reported portfolio weight for IMKTA was 0.21% in 2025 Q1.

What is the latest reported IMKTA position on this page?

The most recent filing on this page is 2026 Q1, when Polaris Capital Management, LLC reported 26,983 shares, equal to 0.20% of portfolio, with an estimated market value of $2.4M.

What does the chart on this IMKTA ownership page compare?

The chart compares Polaris Capital Management, LLC's quarterly IMKTA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Polaris Capital Management, LLC time their IMKTA position?

Based on 13F filing dates vs. subsequent IMKTA price moves, Polaris Capital Management, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on IMKTA relative to SPY over the holding period was +2.4%.

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