North Growth Management Ltd. has filed its Form 13F-HR, disclosing the firm's equity securities portfolio as of the close of business on September 30, 2026. The filing lists Christopher Lee, the Chief Legal & Compliance Officer, as the authorized signatory for the report.

The information table details a portfolio consisting of 48 individual common stock positions. The largest holding disclosed in the filing is Applied Materials Inc., for which the firm reported ownership of 89,000 shares. Other significant positions include Global Payments Inc., with 208,000 shares, and Brinker International Inc., with 131,000 shares.

The filing also lists several other notable holdings, including Jabil Inc. (152,000 shares), Jabil Inc. (152,000 shares), Ciena Corp. (116,000 shares), and Johnson Controls International plc (154,000 shares). The report indicates that North Growth Management holds sole voting and dispositive power over all securities listed.