1y return+30.4%S&P 500 +20.9%
3y return+46.3%S&P 500 +68.5%
5y return+10.4%S&P 500 +74.5%
10y return+233.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $334 against $357 in the S&P 500.2
Grandeur Peak Global Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| KAIKadant Inc | $66.3M | 15.3% | +85.8% |
| MPWRMonolithic Pwr Sys Inc | $57.7M | 13.4% | −19.0% |
| ITTItt Inc | $36.6M | 8.5% | +26.3% |
| Nvent Electric PLCCUSIP G6700G107 | $23.8M | 5.5% | −17.5% |
| Bbb Foods IncCUSIP G0896C103 | $22.6M | 5.2% | −47.3% |
| LFUSLittelfuse Inc | $19.1M | 4.4% | −26.7% |
| ATRCAtricure Inc | $16.4M | 3.8% | +53.8% |
| LMATLemaitre Vascular Inc | $15.5M | 3.6% | +63.1% |
| OLLIOllie's Bargain Outlet Holding | $14.6M | 3.4% | New |
| BELFBBel Fuse Inc | $10.8M | 2.5% | −11.7% |
| PJTPjt Partners Inc | $8.7M | 2.0% | +12.0% |
| PNTGPennant Group Inc/the | $6.6M | 1.5% | |
| Jfrog LtdCUSIP M6191J100 | $6.2M | 1.4% | −31.7% |
| VTMXVesta Real Estate Corp | $5.8M | 1.3% | −2.2% |
| FSSFederal Signal Corp | $5.6M | 1.3% | +62.0% |
| MPTIM-tron Inds Inc | $5.6M | 1.3% | +11.5% |
| PTRNPattern Group Inc | $5.4M | 1.3% | −56.9% |
| HLIHoulihan Lokey Inc | $5.3M | 1.2% | +1.1% |
| DGDollar Gen Corp New | $5.3M | 1.2% | +45.8% |
| LOARLoar Holdings Inc | $4.8M | 1.1% | +28.1% |
| MWAMueller Water Products Inc | $4.5M | 1.0% | New |
| BMIBadger Meter Inc | $4.4M | 1.0% | +654.3% |
| DSGXDescartes Sys Group Inc | $4.1M | 1.0% | +114.0% |
| LMBLimbach Holdings Inc | $3.6M | 0.8% | New |
| RBRKRubrik Inc | $3.5M | 0.8% | +11.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MPWRMonolithic Pwr Sys Inc | June 30, 2020 | +483.3% | $57.7M |
| BELFBBel Fuse Inc | September 30, 2024 | +324.2% | $10.8M |
| Jfrog LtdCUSIP M6191J100 | December 31, 2021 | +206.0% | $6.2M |
| PJTPjt Partners Inc | June 30, 2020 | +194.0% | $8.7M |
| LFUSLittelfuse Inc | June 30, 2020 | +166.9% | $19.1M |
| HLIHoulihan Lokey Inc | June 30, 2020 | +141.1% | $5.3M |
| Nvent Electric PLCCUSIP G6700G107 | June 30, 2024 | +121.4% | $23.8M |
| PTRNPattern Group Inc | December 31, 2025 | +118.3% | $5.4M |
| MODModine Manufacturing Co | September 30, 2024 | +101.1% | $2.4M |
| PNTGPennant Group Inc/the | March 31, 2024 | +88.2% | $6.6M |
Sold off last quarter
- Marex Group PLCCUSIP G5S37H101 was $59.1M
- PRIMPrimoris Svcs Corp was $15.7M
- TECHBio-techne Corp was $7.1M
- Patria Investments LtdCUSIP G69451105 was $1.0M
- CROXCrocs Inc was $802K
- Burford Capital LtdCUSIP G17977110 was $795K
- GOGrocery Outlet Holding Corp was $786K
- FIVEFive Below Inc was $635K
- RYANRyan Specialty Holdings Inc was $604K
- UPWKUpwork Inc was $549K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +19.2% | +14.8% |
| March 31, 2026 | +0.5% | −4.6% |
| December 31, 2025 | +4.4% | +2.4% |
| September 30, 2025 | +4.3% | +7.8% |
| June 30, 2025 | +9.7% | +10.5% |
| March 31, 2025 | −11.8% | −4.6% |
| December 31, 2024 | +5.8% | +2.1% |
| September 30, 2024 | +1.6% | +5.4% |
| June 30, 2024 | −4.7% | +4.0% |
| March 31, 2024 | −5.2% | +10.0% |
| December 31, 2023 | +20.5% | +11.2% |
| September 30, 2023 | −1.0% | −3.6% |
| June 30, 2023 | +1.1% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | −0.5% | +7.1% |
| September 30, 2022 | −1.0% | −5.3% |
| June 30, 2022 | −19.9% | −16.5% |
| March 31, 2022 | −15.9% | −4.9% |
| December 31, 2021 | +4.8% | +10.7% |
| September 30, 2021 | +3.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Grandeur Peak Global Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1569137&type=13F-HR&dateb=&owner=include&count=40CIK 1569137
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1569137/000156913726000007/Filed August 17, 2026 · accession 0001569137-26-000007