PARADIGM CAPITAL MANAGEMENT INC/NY Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$2.3T
Holdings
126
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (126 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBroadcom Ltd | 809,000 | $266.9B | 11.57% | |
| 2 | MODModine Manufacturing Co | 1,496,300 | $212.7B | 9.22% | |
| 3 | FNFabrinet | 530,500 | $193.4B | 8.39% | |
| 4 | ONTOOnto Innovation Inc. | 1,112,839 | $143.8B | 6.23% | |
| 5 | JBLJabil Inc | 557,900 | $121.2B | 5.25% | |
| 6 | EXTRExtreme Networks | 4,932,500 | $101.9B | 4.42% | |
| 7 | DCODucommun Inc | 770,500 | $74.1B | 3.21% | |
| 8 | VECOVeeco Instruments | 2,359,900 | $71.8B | 3.11% | |
| 9 | IEIInsight Enterprises | 596,700 | $67.7B | 2.93% | |
| 10 | ENSGEnsign Group, Inc. | 344,100 | $59.5B | 2.58% | |
| 11 | GMEDGlobus Medical Inc Cl A new | 946,800 | $54.2B | 2.35% | |
| 12 | ENSEnerSys | 465,800 | $52.6B | 2.28% | |
| 13 | OFIXOrthofix Medical Inc. | 3,344,500 | $49.0B | 2.12% | |
| 14 | ENQEntegris Inc | 527,600 | $48.8B | 2.11% | |
| 15 | NVRIEnviri Corp | 3,793,300 | $48.1B | 2.09% | |
| 16 | CALXCalix Inc | 672,400 | $41.3B | 1.79% | |
| 17 | ENOVEnovis Corporation | 1,204,876 | $36.6B | 1.58% | |
| 18 | IARTIntegra Lifesciences Holdings Corp | 2,529,800 | $36.3B | 1.57% | |
| 19 | PNTGPennant Group Inc. | 1,424,800 | $35.9B | 1.56% | |
| 20 | RBBNRibbon Communications Inc | 8,749,200 | $33.2B | 1.44% | |
| 21 | CNXCConcentrix Corp | 616,842 | $28.5B | 1.23% | |
| 22 | QDELQuidel Corp | 939,502 | $27.7B | 1.20% | |
| 23 | CRNCCerence Inc. | 2,041,292 | $25.4B | 1.10% | |
| 24 | TCMDTactile Systems Technology | 1,538,400 | $21.3B | 0.92% | |
| 25 | KTOSKratos Defense & Security Solutions, Inc. | 215,500 | $19.7B | 0.85% | |
| 26 | PENGPenguin Solutions Inc | 716,051 | $18.8B | 0.82% | |
| 27 | MDXGMiMedx | 2,651,200 | $18.5B | 0.80% | |
| 28 | UCTTUltra Clean Holdings Inc | 658,200 | $17.9B | 0.78% | |
| 29 | JILLJ Jill Group | 1,027,300 | $17.6B | 0.76% | |
| 30 | COHUCohu Inc. | 814,899 | $16.6B | 0.72% | |
| 31 | EMEEMCOR Group, Inc. | 23,375 | $15.2B | 0.66% | |
| 32 | NTRANatera, Inc. | 90,400 | $14.6B | 0.63% | |
| 33 | SUXTD SYNNEX Corporation | 81,274 | $13.3B | 0.58% | |
| 34 | XRXXerox Corp | 3,491,200 | $13.1B | 0.57% | |
| 35 | ACHOwens and Minor, Inc. | 2,611,600 | $12.5B | 0.54% | |
| 36 | XRAYDentsply Sirona, Inc. | 942,251 | $12.0B | 0.52% | |
| 37 | ZM3Zumiez, Inc. | 578,200 | $11.3B | 0.49% | |
| 38 | BLDRBuilders Firstsource Inc | 85,750 | $10.4B | 0.45% | |
| 39 | KAIKadant Inc. | 30,100 | $9.0B | 0.39% | |
| 40 | CALCaleres Inc | 655,444 | $8.5B | 0.37% | |
| 41 | FSSFederal Signal Corp | 70,000 | $8.3B | 0.36% | |
| 42 | SIBNSI-Bone, Inc. | 563,531 | $8.3B | 0.36% | |
| 43 | PTCPTC Inc | 40,000 | $8.1B | 0.35% | |
| 44 | MBCMasterBrand Inc. | 580,000 | $7.6B | 0.33% | |
| 45 | ANGOAngioDynamics, Inc. | 678,200 | $7.6B | 0.33% | |
| 46 | ATENA10 Networks, Inc. | 407,000 | $7.4B | 0.32% | |
| 47 | PACSPACS Group, Inc. | 532,200 | $7.3B | 0.32% | |
| 48 | KLICKulicke & Soffa Industries Inc. | 171,325 | $7.0B | 0.30% | |
| 49 | TERTeradyne Inc | 48,650 | $6.7B | 0.29% | |
| 50 | FMFFormfactor Inc | 177,900 | $6.5B | 0.28% | |
| 51 | WCCWESCO International, Inc. | 30,000 | $6.3B | 0.28% | |
| 52 | ADUSAddus homeCare Corporation | 52,270 | $6.2B | 0.27% | |
| 53 | MRVLMarvell Technology Inc. | 71,600 | $6.0B | 0.26% | |
| 54 | NNBRNN, Inc. | 2,858,262 | $5.9B | 0.26% | |
| 55 | ARLOArlo Technologies, Inc. | 336,800 | $5.7B | 0.25% | |
| 56 | ACLSAxcelis Technologies Inc. | 56,100 | $5.5B | 0.24% | |
| 57 | LITELumentum Holdings Inc. | 33,600 | $5.5B | 0.24% | |
| 58 | JNJJohnson & Johnson | 27,200 | $5.0B | 0.22% | |
| 59 | SSFSensient Technologies Corp | 51,475 | $4.8B | 0.21% | |
| 60 | ZWSZurn Water Solutions Corp | 102,300 | $4.8B | 0.21% | |
| 61 | GRMNGarmin LTD | 19,075 | $4.7B | 0.20% | |
| 62 | ATRCAtricure Inc | 123,100 | $4.3B | 0.19% | |
| 63 | RDNTRadnet Inc | 54,700 | $4.2B | 0.18% | |
| 64 | CRSCarpenter Technology Corp | 15,600 | $3.8B | 0.17% | |
| 65 | PKNRevvity Inc. | 38,450 | $3.4B | 0.15% | |
| 66 | KIDSOrthopediatrics Corp | 181,000 | $3.4B | 0.15% | |
| 67 | BCCBoise Cascade Company | 43,375 | $3.4B | 0.15% | |
| 68 | ITGRInteger Holdings | 32,200 | $3.3B | 0.14% | |
| 69 | BBYBest Buy Co | 41,900 | $3.2B | 0.14% | |
| 70 | ROFKforce, Inc. | 105,125 | $3.2B | 0.14% | |
| 71 | MAAMid America Apartment Communities | 21,615 | $3.0B | 0.13% | |
| 72 | TTMITTM Technologies, Inc. | 43,500 | $2.5B | 0.11% | |
| 73 | PS1TruBridge, Inc. | 122,856 | $2.5B | 0.11% | |
| 74 | TTECTTEC Holdings Inc | 734,100 | $2.5B | 0.11% | |
| 75 | QRVOQorvo Inc. | 25,880 | $2.4B | 0.10% | |
| 76 | PSTGPure Storage, Inc. Class A | 27,000 | $2.3B | 0.10% | |
| 77 | MXLMaxLinear, Inc | 126,125 | $2.0B | 0.09% | |
| 78 | PRGSProgress Software Corp | 45,300 | $2.0B | 0.09% | |
| 79 | ACVAACV Auctions | 200,000 | $2.0B | 0.09% | |
| 80 | RRXRegal Rexnord Corporation | 12,200 | $1.7B | 0.08% | |
| 81 | GENGen Digital Inc | 60,000 | $1.7B | 0.07% | |
| 82 | ADTNAdtran Inc | 180,000 | $1.7B | 0.07% | |
| 83 | TMCITreace Medical Concepts, Inc. | 250,000 | $1.7B | 0.07% | |
| 84 | 3M4Masimo Corp | 11,353 | $1.7B | 0.07% | |
| 85 | MYRGMYR Group Inc. | 8,000 | $1.7B | 0.07% | |
| 86 | SWSmurfit Westrock L | 38,180 | $1.6B | 0.07% | |
| 87 | XXYCross Country Healthcare, Inc. | 107,700 | $1.5B | 0.07% | |
| 88 | ATDATI Inc. | 18,000 | $1.5B | 0.06% | |
| 89 | AEOAmer Eagle Outfitters | 84,775 | $1.5B | 0.06% | |
| 90 | CLColgate-Palmolive | 17,700 | $1.4B | 0.06% | |
| 91 | FRMEFirst Merchants Corporation | 32,000 | $1.2B | 0.05% | |
| 92 | AZTAAzenta Inc | 40,900 | $1.2B | 0.05% | |
| 93 | GATXGATX Corp | 6,550 | $1.1B | 0.05% | |
| 94 | AVNWAVIAT NETWORKS INC COM NEW | 47,100 | $1.1B | 0.05% | |
| 95 | KELYAKelly Services Inc Class A | 77,625 | $1.0B | 0.04% | |
| 96 | AWMSkyworks Solutions, Inc. | 12,300 | $946.9M | 0.04% | |
| 97 | AFGAmerican Financial Group | 6,450 | $939.9M | 0.04% | |
| 98 | IBMIntl Business Machines | 2,900 | $818.3M | 0.04% | |
| 99 | RNSTRenasant Corporation | 22,000 | $811.6M | 0.04% | |
| 100 | HALOHalozyme Therapeutics, Inc. | 10,000 | $733.4M | 0.03% |
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