Institutions / Paradigm Capital Management INC/NY
Paradigm Capital Management INC/NY
CIK 1037792 · Institution · as of Mar 31, 2026
Portfolio value
$2.61B
Positions
112
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$2.61B+10.0%Positions
112-3.4%Top holdings
Mar 31, 2026View all 112 →
| Company | Value | % of portfolio |
|---|---|---|
| Modine Manufacturing Co | $315.44M | 12.1% |
| Fabrinet | $276.67M | 10.6% |
| Broadcom Inc. | $250.39M | 9.6% |
| Onto Innovation Inc. | $226.08M | 8.6% |
| Jabil Inc | $145.54M | 5.6% |
| Ducommun Inc /De | $94.00M | 3.6% |
| Extreme Networks Inc | $78.94M | 3.0% |
| EnerSys | $76.77M | 2.9% |
| Veeco Instruments Inc | $73.52M | 2.8% |
| Globus Medical Inc | $70.85M | 2.7% |
| Ensign Group Inc/The | $68.93M | 2.6% |
| Insight Enterprises Inc | $64.06M | 2.5% |
| Entegris, Inc. | $61.40M | 2.3% |
| ENVIRI Corp | $43.80M | 1.7% |
| Pennant Group, Inc. | $42.94M | 1.6% |
| Enovis CORP | $40.42M | 1.5% |
| Orthofix Medical Inc. | $37.91M | 1.5% |
| Ultra Clean Holdings Inc | $37.82M | 1.4% |
| Integra Lifesciences Holdings Corp | $37.80M | 1.4% |
| Calix, Inc | $37.63M | 1.4% |
| DENTSPLY SIRONA Inc. | $34.54M | 1.3% |
| Penguin Solutions, Inc.PENG | $28.25M | 1.1% |
| QuidelOrtho Corp | $25.07M | 1.0% |
| Lumentum Hldgs Inc | $23.61M | 0.9% |
| Cohu Inc | $19.10M | 0.7% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | ENVIRI Corp | $-25.75M | -1.3M -37.02% | 2,232,298 1.68% of portfolio | medium |
| Q1 2026 as of | Add | Enovis CORP | $16.67M | +733K +70.22% | 1,776,715 1.55% of portfolio | medium |
| Q1 2026 as of | Add | Integra Lifesciences Holdings Corp | $12.70M | +1.3M +50.57% | 4,012,698 1.45% of portfolio | medium |
| Q1 2026 as of | Trim | Tactile Systems Technology Inc | $-12.56M | -481K -65.26% | 255,899 0.26% of portfolio | medium |
| Q1 2026 as of | Add | PENG Penguin Solutions, Inc. Common Stock | $12.00M | +682K +73.82% | 1,605,100 1.08% of portfolio | medium |
| Q1 2026 as of | Add | QuidelOrtho Corp | $11.45M | +697K +84.09% | 1,525,900 0.96% of portfolio | medium |
| Q1 2026 as of | Trim | Globus Medical Inc | $-10.64M | -124K -13.06% | 822,299 2.71% of portfolio | medium |
| Q1 2026 as of | Add | Insight Enterprises Inc | $9.73M | +145K +17.91% | 955,933 2.45% of portfolio | medium |
| Q1 2026 as of | Trim | Cohu Inc | $-8.91M | -291K -31.81% | 623,852 0.73% of portfolio | medium |
| Q1 2026 as of | Trim | Veeco Instruments Inc | $-7.76M | -229K -9.54% | 2,171,399 2.81% of portfolio | medium |