PARADIGM CAPITAL MANAGEMENT INC/NY Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$1.8B

Holdings

127

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (127 positions)

#	Stock	Shares	Value	% Portfolio
1	AVGOBroadcom Ltd	809,000	$135.5M	7.52%
2	ONTOOnto Innovation Inc.	1,104,939	$134.1M	7.45%
3	MODModine Manufacturing Co	1,647,500	$126.4M	7.02%
4	FNFabrinet	531,500	$105.0M	5.83%
5	IEIInsight Enterprises	596,150	$89.4M	4.97%
6	JBLJabil Inc	570,900	$77.7M	4.32%
7	GMEDGlobus Medical Inc Cl A new	949,300	$69.5M	3.86%
8	EXTRExtreme Networks	5,225,200	$69.1M	3.84%
9	DCODucommun Inc	1,017,200	$59.0M	3.28%
10	VECOVeeco Instruments	2,380,000	$47.8M	2.65%
11	ENQEntegris Inc	535,700	$46.9M	2.60%
12	ENSGEnsign Group, Inc.	346,600	$44.9M	2.49%
13	ENSEnerSys	483,300	$44.3M	2.46%
14	CNXCConcentrix Corp	748,142	$41.6M	2.31%
15	OFIXOrthofix Medical Inc.	2,481,700	$40.5M	2.25%
16	RBBNRibbon Communications Inc	9,511,200	$37.3M	2.07%
17	CALXCalix Inc	1,027,300	$36.4M	2.02%
18	MDXGMiMedx	4,683,500	$35.6M	1.98%
19	IARTIntegra Lifesciences Holdings Corp	1,385,200	$30.5M	1.69%
20	ENOVEnovis Corporation	786,400	$30.0M	1.67%
21	NVRIEnviri Corp	4,469,600	$29.7M	1.65%
22	PNTGPennant Group Inc.	955,000	$24.0M	1.33%
23	AMWDAmerican Woodmark Corporation	356,900	$21.0M	1.17%
24	TCMDTactile Systems Technology	1,529,000	$20.2M	1.12%
25	CRNCCerence Inc.	2,542,200	$20.1M	1.12%
26	PENGPenguin Solutions Inc	1,125,200	$19.5M	1.09%
27	JILLJ Jill Group	931,462	$18.2M	1.01%
28	SIBNSI-Bone, Inc.	1,275,455	$17.9M	0.99%
29	QDELQuidel Corp	469,500	$16.4M	0.91%
30	UCTTUltra Clean Holdings Inc	758,200	$16.2M	0.90%
31	COHUCohu Inc.	967,549	$14.2M	0.79%
32	NTRANatera, Inc.	99,800	$14.1M	0.78%
33	CALCaleres Inc	738,500	$12.7M	0.71%
34	EMEEMCOR Group, Inc.	32,475	$12.0M	0.67%
35	KAIKadant Inc.	32,400	$10.9M	0.61%
36	BLDRBuilders Firstsource Inc	85,750	$10.7M	0.60%
37	NATRNature`s Sunshine Products, Inc.	768,200	$9.6M	0.54%
38	KTOSKratos Defense & Security Solutions, Inc.	311,200	$9.2M	0.51%
39	ACLSAxcelis Technologies Inc.	182,100	$9.0M	0.50%
40	SUXTD SYNNEX Corporation	82,774	$8.6M	0.48%
41	FMFFormfactor Inc	295,500	$8.4M	0.46%
42	ATENA10 Networks, Inc.	427,800	$7.0M	0.39%
43	SMTCSemtech Corp	191,600	$6.6M	0.37%
44	PTCPTC Inc	40,000	$6.2M	0.34%
45	XRXXerox Corp	1,246,200	$6.0M	0.33%
46	KLICKulicke & Soffa Industries Inc.	171,325	$5.7M	0.31%
47	ADUSAddus homeCare Corporation	52,270	$5.2M	0.29%
48	FSSFederal Signal Corp	70,000	$5.1M	0.29%
49	NNBRNN, Inc.	2,274,300	$5.1M	0.29%
50	ROFKforce, Inc.	105,125	$5.1M	0.29%
51	MRVLMarvell Technology Inc.	77,900	$4.8M	0.27%
52	JNJJohnson & Johnson	28,700	$4.8M	0.26%
53	WCCWESCO International, Inc.	30,000	$4.7M	0.26%
54	SWSmurfit Westrock L	98,180	$4.4M	0.25%
55	BCCBoise Cascade Company	43,375	$4.3M	0.24%
56	KIDSOrthopediatrics Corp	170,700	$4.2M	0.23%
57	SSFSensient Technologies Corp	55,675	$4.1M	0.23%
58	GRMNGarmin LTD	19,075	$4.1M	0.23%
59	PKNRevvity Inc.	38,450	$4.1M	0.23%
60	TERTeradyne Inc	48,650	$4.0M	0.22%
61	ATRCAtricure Inc	123,100	$4.0M	0.22%
62	MAAMid America Apartment Communities	21,615	$3.6M	0.20%
63	ZWSZurn Water Solutions Corp	102,300	$3.4M	0.19%
64	ARLOArlo Technologies, Inc.	336,800	$3.3M	0.18%
65	BBYBest Buy Co	41,900	$3.1M	0.17%
66	CRSCarpenter Technology Corp	15,600	$2.8M	0.16%
67	ITGRInteger Holdings	22,100	$2.6M	0.14%
68	PACSPACS Group, Inc.	230,000	$2.6M	0.14%
69	RDNTRadnet Inc	49,600	$2.5M	0.14%
70	CTRNCiti Trends, Inc.	107,028	$2.4M	0.13%
71	PRGSProgress Software Corp	45,300	$2.3M	0.13%
72	NEOGNeogen Corporation	257,100	$2.2M	0.12%
73	LITELumentum Holdings Inc.	33,600	$2.1M	0.12%
74	ZM3Zumiez, Inc.	133,000	$2.0M	0.11%
75	3M4Masimo Corp	11,353	$1.9M	0.11%
76	QRVOQorvo Inc.	25,880	$1.9M	0.10%
77	CLColgate-Palmolive	19,800	$1.9M	0.10%
78	GENGen Digital Inc	66,000	$1.8M	0.10%
79	AEOAmer Eagle Outfitters	146,775	$1.7M	0.09%
80	XXYCross Country Healthcare, Inc.	107,700	$1.6M	0.09%
81	AZTAAzenta Inc	45,000	$1.6M	0.09%
82	MXLMaxLinear, Inc	133,800	$1.5M	0.08%
83	AVNWAVIAT NETWORKS INC COM NEW	73,963	$1.4M	0.08%
84	GATXGATX Corp	9,050	$1.4M	0.08%
85	RRXRegal Rexnord Corporation	12,200	$1.4M	0.08%
86	FRMEFirst Merchants Corporation	32,000	$1.3M	0.07%
87	PSTGPure Storage, Inc. Class A	27,000	$1.2M	0.07%
88	TTMITTM Technologies, Inc.	53,500	$1.1M	0.06%
89	IBMIntl Business Machines	4,300	$1.1M	0.06%
90	ABTAbbott Laboratories	7,900	$1.0M	0.06%
91	KELYAKelly Services Inc Class A	77,625	$1.0M	0.06%
92	ATDATI Inc.	18,000	$937K	0.05%
93	MYRGMYR Group Inc.	8,000	$905K	0.05%
94	CICigna Corp New	2,600	$855K	0.05%
95	AFGAmerican Financial Group	6,450	$847K	0.05%
96	HOFTHooker Furnishings Corporation	80,000	$803K	0.04%
97	AWMSkyworks Solutions, Inc.	12,300	$795K	0.04%
98	RNSTRenasant Corporation	22,000	$746K	0.04%
99	ADTNAdtran Inc	80,000	$698K	0.04%
100	TTECTTEC Holdings Inc	200,000	$658K	0.04%

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