PenderFund Capital Management Ltd. Quant / Systematic

Location: Vancouver, British Columbia, Canada

CIK: 0001706164 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value: $307M (61.9% shares, 38.1% debt)

Holdings (105)

ESPERION THERAPEUTICS INC NE 10.6%
Value $32.54M Shares 41,029,000 Est. Cost $0.68 Unrealized
FIRST MAJESTIC SILVER CORP 8.0%
Value $24.44M Shares 23,500,000 Est. Cost $1.09 Unrealized
SSR MINING IN 6.1%
Value $18.84M Shares 14,675,000 Est. Cost $1.40 Unrealized
OPKO HEALTH INC 6.0%
Value $18.53M Shares 14,000,000 Est. Cost $1.48 Unrealized
BANDWIDTH INC 6.0%
Value $18.34M Shares 21,700,000 Est. Cost $0.86 Unrealized
PAR PAR TECHNOLOGY CORP 5.5%
Value $16.82M Shares 291,539 Est. Cost $38.61 Unrealized -2.8%
BUR BURFORD CAP LTD 5.5%
Value $16.74M Shares 810,005 Est. Cost $9.53 Unrealized +38.1%
SANG SANGOMA TECHNOLOGIES CORP 4.6%
Value $14.03M Shares 3,308,133 Est. Cost $10.73 Unrealized -71.9%
NUVEEN AMT FREE QLTY MUN INC 4.3%
Value $13.26M Shares 909,800 Est. Cost $13.24 Unrealized
NUVEEN QUALITY MUNCP INCOME 4.2%
Value $12.9M Shares 850,000 Est. Cost $13.77 Unrealized
NUVEEN MUNICIPAL CREDIT INC 3.9%
Value $11.86M Shares 757,000 Est. Cost $15.95 Unrealized
NUVEEN AMT FREE MUN CR INC F 2.6%
Value $7.97M Shares 508,872 Est. Cost $15.34 Unrealized
DCBO DOCEBO INC 2.5%
Value $7.539M Shares 117,820 Est. Cost $34.26 Unrealized +30.1%
KKR KKR & CO INC 2.0%
Value $6.26M Shares 57,020 Est. Cost $26.64 Unrealized +150.8%
MORGAN STANLEY EMERGING MKTS 2.0%
Value $6.099M Shares 987,746 Est. Cost $5.98 Unrealized
FET FORUM ENERGY TECHNOLOGIES IN 1.9%
Value $5.849M Shares 199,122 Est. Cost $29.30 Unrealized -23.4%
AVNW AVIAT NETWORKS INC 1.8%
Value $5.605M Shares 129,524 Est. Cost $20.49 Unrealized +45.7%
Z ZILLOW GROUP INC 1.7%
Value $5.355M Shares 69,847 Est. Cost $69.39 Unrealized -36.5%
WESTERN ASSET EMERGING MKTS 1.7%
Value $5.115M Shares 419,136 Est. Cost $11.64 Unrealized
WESTERN AST INFL LKD OPP & I 1.6%
Value $4.844M Shares 421,676 Est. Cost $12.51 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 1.4%
Value $4.189M Shares 38,138 Est. Cost $12.81 Unrealized +57.8%
TPL TEXAS PACIFIC LAND CORPORATI 1.3%
Value $3.973M Shares 1,907 Est. Cost $126.97 Unrealized +45.6%
SSNC SS&C TECHNOLOGIES HLDGS INC 1.2%
Value $3.704M Shares 45,740 Est. Cost $58.20 Unrealized -6.1%
PTON PELOTON INTERACTIVE INC 0.9%
Value $2.72M Shares 337,090 Est. Cost $50.45 Unrealized -89.3%
EGAN EGAIN CORP 0.8%
Value $2.557M Shares 231,617 Est. Cost $9.85 Unrealized -28.6%
MAGNITE INC 0.7%
Value $2.285M Shares 2,000,000 Est. Cost $1.13 Unrealized
ACCELERATE DIAGNOSTICS INC 0.6%
Value $1.758M Shares 1,995,263 Est. Cost $0.88 Unrealized
BN BROOKFIELD CORP 0.4%
Value $1.272M Shares 23,940 Est. Cost $21.70 Unrealized +3.2%
AMERICAN EQTY INVT LIFE HLD 0.4%
Value $1.195M Shares 16,160 Est. Cost $72.83 Unrealized
NATIONAL WESTN LIFE GROUP IN 0.4%
Value $1.152M Shares 1,800 Est. Cost $640.03 Unrealized
KW KENNEDY-WILSON HOLDINGS INC 0.4%
Value $1.146M Shares 69,860 Est. Cost $14.63 Unrealized -14.4%
NEOGAMES S A 0.4%
Value $1.142M Shares 30,110 Est. Cost $34.61 Unrealized
IMMUNOGEN INC 0.4%
Value $1.084M Shares 27,580 Est. Cost $39.29 Unrealized
VERICITY INC 0.3%
Value $1.037M Shares 69,985 Est. Cost $14.81 Unrealized
CHICOS FAS INC 0.3%
Value $1.03M Shares 102,590 Est. Cost $10.04 Unrealized
ALTERYX INC 0.3%
Value $900K Shares 14,400 Est. Cost $62.49 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.3%
Value $856K Shares 7,160 Est. Cost $61.61 Unrealized +24.9%
KARUNA THERAPEUTICS INC 0.3%
Value $797K Shares 1,900 Est. Cost $419.39 Unrealized
HOLLYSYS AUTOMATION TCHNGY L 0.3%
Value $796K Shares 22,800 Est. Cost $34.92 Unrealized
SOVOS BRANDS INC 0.3%
Value $783K Shares 26,810 Est. Cost $30.62 Unrealized
BIDU BAIDU INC 0.3%
Value $773K Shares 4,900 Est. Cost $253.92 Unrealized
SSYS STRATASYS LTD 0.3%
Value $773K Shares 40,840 Est. Cost $15.82 Unrealized -26.1%
AMERICAN NATL BANKSHARES INC 0.2%
Value $760K Shares 11,770 Est. Cost $53.05 Unrealized
ROVER GROUP INC 0.2%
Value $748K Shares 51,900 Est. Cost $14.42 Unrealized
NOA NORTH AMERN CONSTR GROUP LTD 0.2%
Value $674K Shares 24,380 Est. Cost $13.80 Unrealized +49.5%
SBUX STARBUCKS CORP 0.2%
Value $665K Shares 5,230 Est. Cost $75.18 Unrealized +22.6%
BATL BATTALION OIL CORP 0.2%
Value $656K Shares 51,500 Est. Cost $6.30 Unrealized 0.0%
GAN LTD 0.2%
Value $639K Shares 305,004 Est. Cost $2.09 Unrealized
SP PLUS CORP 0.2%
Value $632K Shares 9,300 Est. Cost $67.91 Unrealized
FSV FIRSTSERVICE CORP NEW 0.2%
Value $584K Shares 2,720 Est. Cost $135.26 Unrealized +10.2%
SPLUNK INC 0.2%
Value $577K Shares 2,860 Est. Cost $201.16 Unrealized
WESTERN ASST INFLTN LKD INM 0.2%
Value $556K Shares 51,666 Est. Cost $10.64 Unrealized
CAPSTAR FINL HLDGS INC 0.2%
Value $549K Shares 22,126 Est. Cost $24.83 Unrealized
CEREVEL THERAPEUTICS HLDNG I 0.2%
Value $528K Shares 9,400 Est. Cost $56.18 Unrealized
OLINK HLDG AB 0.2%
Value $521K Shares 15,620 Est. Cost $33.33 Unrealized
CONSOLIDATED COMM HLDGS INC COM 0.2%
Value $514K Shares 89,200 Est. Cost $5.76 Unrealized
ORCHARD THERAPEUTICS PLC 0.2%
Value $514K Shares 23,580 Est. Cost $21.80 Unrealized
MIRATI THERAPEUTICS INC 0.2%
Value $511K Shares 6,570 Est. Cost $77.85 Unrealized
FREELINE THERAPEUTICS HLDGS 0.2%
Value $509K Shares 60,401 Est. Cost $8.43 Unrealized
CPRI CAPRI HOLDINGS LIMITED 0.2%
Value $502K Shares 7,540 Est. Cost $45.35 Unrealized +10.0%
DMYY DMY SQUARED TECHNOLOGY GROUP 0.2%
Value $490K Shares 34,900 Est. Cost $10.55 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.2%
Value $465K Shares 750 Est. Cost $295.52 Unrealized +53.0%
STWD STARWOOD PPTY TR INC 0.2%
Value $465K Shares 16,700 Est. Cost $19.47 Unrealized
DASEKE INC 0.2%
Value $463K Shares 43,144 Est. Cost $10.73 Unrealized
MMM 3M CO 0.1%
Value $455K Shares 3,140 Est. Cost $79.56 Unrealized -5.1%
ENGAGESMART INC 0.1%
Value $430K Shares 14,173 Est. Cost $30.34 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value $407K Shares 2,260 Est. Cost $141.69 Unrealized -18.2%
FOCUS IMPACT ACQUISITION COR 0.1%
Value $364K Shares 25,100 Est. Cost $14.50 Unrealized
GORES HOLDINGS IX INC 0.1%
Value $359K Shares 25,800 Est. Cost $13.91 Unrealized
USAR INFLECTION PT ACQUISITN CRP 0.1%
Value $342K Shares 25,000 Est. Cost $13.88 Unrealized
GRACELL BIOTECHNOLOGIES INC 0.1%
Value $300K Shares 22,570 Est. Cost $13.30 Unrealized
ICOSAVAX INC 0.1%
Value $280K Shares 13,388 Est. Cost $20.88 Unrealized
COLOMBIER ACQUISITION CORP I 0.1%
Value $267K Shares 20,000 Est. Cost $13.36 Unrealized
NORTHVIEW ACQUISITION CORP 0.1%
Value $246K Shares 16,600 Est. Cost $14.81 Unrealized
MSSAF METAL SKY STAR ACQUISITION C 0.1%
Value $239K Shares 16,500 Est. Cost $10.92 Unrealized 0.0%
EAGLE BULK SHIPPING INC 0.1%
Value $213K Shares 2,900 Est. Cost $73.41 Unrealized
TEXTAINER GROUP HOLDINGS LTD 0.1%
Value $182K Shares 2,790 Est. Cost $65.19 Unrealized
CSI COMPRESSCO LP 0.1%
Value $179K Shares 82,906 Est. Cost $2.16 Unrealized
AMBR ICLICK INTERACTIVE ASIA GROU 0.1%
Value $158K Shares 31,200 Est. Cost $5.07 Unrealized
RAYZEBIO INC 0.0%
Value $148K Shares 1,800 Est. Cost $82.38 Unrealized
PGT INNOVATIONS INC 0.0%
Value $129K Shares 2,400 Est. Cost $53.93 Unrealized
TARO PHARMACEUTICAL INDS LTD 0.0%
Value $122K Shares 2,200 Est. Cost $55.36 Unrealized
IMAQ INTERNATIONAL MEDIA ACQUISIT 0.0%
Value $112K Shares 7,448 Est. Cost $11.26 Unrealized 0.0%
ATEX ANTERIX INC 0.0%
Value $102K Shares 2,300 Est. Cost $53.38 Unrealized -39.6%
RAIN ONCOLOGY INC 0.0%
Value $61,456 Shares 38,650 Est. Cost $1.59 Unrealized
NXE NEXGEN ENERGY LTD 0.0%
Value $50,058 Shares 5,400 Est. Cost $4.79 Unrealized +30.0%
HAWAIIAN HOLDINGS INC 0.0%
Value $48,921 Shares 2,600 Est. Cost $18.82 Unrealized
EARGO INC 0.0%
Value $43,952 Shares 12,807 Est. Cost $3.43 Unrealized
SGML SIGMA LITHIUM CORPORATION 0.0%
Value $41,779 Shares 1,000 Est. Cost $27.90 Unrealized 0.0%
BRAG BRAGG GAMING GROUP INC 0.0%
Value $32,544 Shares 4,800 Est. Cost $4.84 Unrealized 0.0%
LL FLOORING HOLDINGS INC 0.0%
Value $26,924 Shares 5,210 Est. Cost $4.22 Unrealized
FINTECH ECOSYSTEM DEVE 0.0%
Value $24,617 Shares 1,721 Est. Cost $14.53 Unrealized
SILVERBOX CORP III 0.0%
Value $13,701 Shares 1,000 Est. Cost $14.00 Unrealized
DUET ACQUISITION CORP 0.0%
Value $4,429 Shares 305 Est. Cost $14.52 Unrealized
SACQF SPREE ACQUISITION CORP 1 LTD 0.0%
Value $2,870 Shares 200 Est. Cost $14.35 Unrealized
PHOENIX BIOTECH ACQUISITION 0.0%
Value $1,476 Shares 100 Est. Cost $14.76 Unrealized
PLMJF ALPHA PARTNERS TECH MERGR CO 0.0%
Value $794 Shares 56 Est. Cost $10.64 Unrealized 0.0%
LANV/WS LANVIN GROUP HOLDINGS LIMITE 0.0%
Value $464 Shares 2,500 Est. Cost Unrealized
VLDXW VELO3D INC 0.0%
Value $199 Shares 5,000 Est. Cost $2.00 Unrealized
PRIVETERRA ACQUISITION CORP 0.0%
Value $118 Shares 8 Est. Cost $14.75 Unrealized
GIGCAPITAL 5 INC 0.0%
Value $61 Shares 4 Est. Cost $15.25 Unrealized
BANC BANC OF CALIFORNIA INC 0.0%
Value $53 Shares 3 Est. Cost $11.64 Unrealized 0.0%
SILVERBOX CORP III 0.0%
Value $41 Shares 332 Est. Cost Unrealized
DCFWQ TRITIUM DCFC LIMITED 0.0%
Value $35 Shares 333 Est. Cost $3.00 Unrealized
JWSWF JAWS MUSTANG ACQUISITION COR 0.0%
Value $13 Shares 250 Est. Cost Unrealized