PARADIGM CAPITAL MANAGEMENT INC/NY Q1 2020 Filing

Filed May 12, 2020

Portfolio Value

$827.9M

Holdings

153

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (153 positions)

StockValue
R1 RCM, Inc
$41.5M
FNFabrinet
$37.9M
GMEDGlobus Medical Inc Cl A new
$30.0M
COHRII-VI, Inc.
$27.5M
IEIInsight Enterprises
$26.9M
ENSEnerSys
$22.8M
AWMSkyworks Solutions, Inc.
$22.7M
ONTOOnto Innovation Inc.
$22.6M
Westrock Co
$21.6M
ENTGEntegris Inc
$21.2M
EXTRExtreme Networks
$21.1M
OMCLOmnicell Inc
$20.8M
AVGOBroadcom Ltd
$19.5M
RBBNRibbon Communications Inc
$18.5M
JBLJabil Inc
$17.8M
CIENCiena Corp
$15.9M
DCODucommun Inc
$15.5M
Calix Inc
$14.3M
LITELumentum Holdings Inc.
$13.7M
Neophotonics Corporation
$13.7M
Summit Materials, Inc. Class a
$12.3M
UCTTUltra Clean Holdings Inc
$12.2M
AMWDAmerican Woodmark Corporation
$11.1M
KTOSKratos Defense & Security Solu
$11.0M
MDRXAllscripts Healthcare Solution
$10.9M
RTI Surgical Holdings Inc
$10.5M
Nextgen Healthcare Inc.
$10.0M
JNJJohnson & Johnson
$9.7M
ICHRIchor Holdings
$9.4M
Forterra
$9.3M
TTMITTM Technologies, Inc.
$8.7M
NATRNature's Sunshine Products, In
$8.7M
PEPPepsiCo Inc
$8.6M
TLYSTillys Inc
$8.3M
MITKMitek Systems
$8.0M
CERSCerus Corp
$8.0M
CALCaleres Inc
$7.9M
SUXSYNNEX Corporation
$7.7M
Infinera Corp
$7.6M
KEMET Corporation
$7.6M
3M4Masimo Corp
$7.2M
CRNCCerence Inc.
$7.2M
Vocera Communications Inc
$6.7M
CLColgate-Palmolive
$5.7M
IAC/Interactive Corp
$5.7M
PKNPerkinElmer, Inc.
$5.4M
TERTeradyne Inc
$5.4M
Marvell Technology Group Ltd
$4.8M
ZDJ2 Global Inc
$4.7M
Mid America Apartment Communit
$4.5M
EMEEMCOR Group, Inc.
$4.2M
CTRNCiti Trends, Inc.
$4.0M
FSSFederal Signal Corp
$3.8M
MKS Instruments Inc.
$3.8M
LABFluidigm Corp
$3.8M
BBYBest Buy Co
$3.7M
BMC Stock Holdings
$3.5M
FMFFormfactor Inc
$3.5M
ENSGEnsign Group, Inc.
$3.4M
PS1Computer Programs & Systems
$3.2M
ROFKforce, Inc.
$3.1M
Magellan Health Services, Inc.
$3.0M
NNBRNN, Inc.
$3.0M
GRMNGarmin LTD
$2.9M
Atricure Inc
$2.9M
TRHCEURTabula Rasa Healthcare Inc
$2.8M
PBIPitney Bowes
$2.8M
SSFSensient Technologies Corp
$2.7M
IVCUSDInvacare Corporation
$2.6M
ADUSAddus homeCare Corporation
$2.6M
KLICKulicke & Soffa Industries Inc
$2.5M
KAIKadant Inc.
$2.5M
MTRXMatrix Service Co.
$2.5M
PTCPTC Inc
$2.4M
QRVOQorvo Inc.
$2.3M
HIHillenbrand Inc
$2.1M
KELYAKelly Services Inc Class A
$2.1M
KLICKulicke & Soffa Industries Inc
$2.1M
WPRTWestport Fuel
$2.1M
GENNortonLifeLock Inc.
$2.0M
AEOAmer Eagle Outfitters
$1.9M
Rexnord Corp New
$1.7M
AZTABrooks Automation Inc.
$1.6M
CUTREURCutera, Inc.
$1.6M
AFGAmerican Financial Group
$1.6M
Huttig Building
$1.4M
ATENA10 Networks, Inc.
$1.4M
ATRAptargroup, Inc.
$1.4M
MRKMerck & Co
$1.4M
Cannae Holdings Inc.
$1.3M
PRGSProgress Software Corp
$1.3M
WOOFoot Locker, Inc.
$1.3M
BCCBoise Cascade Company
$1.2M
WCCWESCO International, Inc.
$1.1M
Air Transport Services Group
$1.1M
CO2ACato Corporation
$1.1M
LZBLa Z Boy Inc
$1.0M
GATXGATX Corp
$1.0M
RTW Retailwinds Inc.
$965K
UEOWestlake Chemical Corp
$958K
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