PARADIGM CAPITAL MANAGEMENT INC/NY Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$2.3B

Holdings

126

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (126 positions)

#	Stock	Shares	Value	% Portfolio
1	AVGOBroadcom Ltd	809,000	$266.9M	11.57%
2	MODModine Manufacturing Co	1,496,300	$212.7M	9.22%
3	FNFabrinet	530,500	$193.4M	8.39%
4	ONTOOnto Innovation Inc.	1,112,839	$143.8M	6.23%
5	JBLJabil Inc	557,900	$121.2M	5.25%
6	EXTRExtreme Networks	4,932,500	$101.9M	4.42%
7	DCODucommun Inc	770,500	$74.1M	3.21%
8	VECOVeeco Instruments	2,359,900	$71.8M	3.11%
9	IEIInsight Enterprises	596,700	$67.7M	2.93%
10	ENSGEnsign Group, Inc.	344,100	$59.5M	2.58%
11	GMEDGlobus Medical Inc Cl A new	946,800	$54.2M	2.35%
12	ENSEnerSys	465,800	$52.6M	2.28%
13	OFIXOrthofix Medical Inc.	3,344,500	$49.0M	2.12%
14	ENQEntegris Inc	527,600	$48.8M	2.11%
15	NVRIEnviri Corp	3,793,300	$48.1M	2.09%
16	CALXCalix Inc	672,400	$41.3M	1.79%
17	ENOVEnovis Corporation	1,204,876	$36.6M	1.58%
18	IARTIntegra Lifesciences Holdings Corp	2,529,800	$36.3M	1.57%
19	PNTGPennant Group Inc.	1,424,800	$35.9M	1.56%
20	RBBNRibbon Communications Inc	8,749,200	$33.2M	1.44%
21	CNXCConcentrix Corp	616,842	$28.5M	1.23%
22	QDELQuidel Corp	939,502	$27.7M	1.20%
23	CRNCCerence Inc.	2,041,292	$25.4M	1.10%
24	TCMDTactile Systems Technology	1,538,400	$21.3M	0.92%
25	KTOSKratos Defense & Security Solutions, Inc.	215,500	$19.7M	0.85%
26	PENGPenguin Solutions Inc	716,051	$18.8M	0.82%
27	MDXGMiMedx	2,651,200	$18.5M	0.80%
28	UCTTUltra Clean Holdings Inc	658,200	$17.9M	0.78%
29	JILLJ Jill Group	1,027,300	$17.6M	0.76%
30	COHUCohu Inc.	814,899	$16.6M	0.72%
31	EMEEMCOR Group, Inc.	23,375	$15.2M	0.66%
32	NTRANatera, Inc.	90,400	$14.6M	0.63%
33	SUXTD SYNNEX Corporation	81,274	$13.3M	0.58%
34	XRXXerox Corp	3,491,200	$13.1M	0.57%
35	ACHOwens and Minor, Inc.	2,611,600	$12.5M	0.54%
36	XRAYDentsply Sirona, Inc.	942,251	$12.0M	0.52%
37	ZM3Zumiez, Inc.	578,200	$11.3M	0.49%
38	BLDRBuilders Firstsource Inc	85,750	$10.4M	0.45%
39	KAIKadant Inc.	30,100	$9.0M	0.39%
40	CALCaleres Inc	655,444	$8.5M	0.37%
41	FSSFederal Signal Corp	70,000	$8.3M	0.36%
42	SIBNSI-Bone, Inc.	563,531	$8.3M	0.36%
43	PTCPTC Inc	40,000	$8.1M	0.35%
44	MBCMasterBrand Inc.	580,000	$7.6M	0.33%
45	ANGOAngioDynamics, Inc.	678,200	$7.6M	0.33%
46	ATENA10 Networks, Inc.	407,000	$7.4M	0.32%
47	PACSPACS Group, Inc.	532,200	$7.3M	0.32%
48	KLICKulicke & Soffa Industries Inc.	171,325	$7.0M	0.30%
49	TERTeradyne Inc	48,650	$6.7M	0.29%
50	FMFFormfactor Inc	177,900	$6.5M	0.28%
51	WCCWESCO International, Inc.	30,000	$6.3M	0.28%
52	ADUSAddus homeCare Corporation	52,270	$6.2M	0.27%
53	MRVLMarvell Technology Inc.	71,600	$6.0M	0.26%
54	NNBRNN, Inc.	2,858,262	$5.9M	0.26%
55	ARLOArlo Technologies, Inc.	336,800	$5.7M	0.25%
56	ACLSAxcelis Technologies Inc.	56,100	$5.5M	0.24%
57	LITELumentum Holdings Inc.	33,600	$5.5M	0.24%
58	JNJJohnson & Johnson	27,200	$5.0M	0.22%
59	SSFSensient Technologies Corp	51,475	$4.8M	0.21%
60	ZWSZurn Water Solutions Corp	102,300	$4.8M	0.21%
61	GRMNGarmin LTD	19,075	$4.7M	0.20%
62	ATRCAtricure Inc	123,100	$4.3M	0.19%
63	RDNTRadnet Inc	54,700	$4.2M	0.18%
64	CRSCarpenter Technology Corp	15,600	$3.8M	0.17%
65	PKNRevvity Inc.	38,450	$3.4M	0.15%
66	KIDSOrthopediatrics Corp	181,000	$3.4M	0.15%
67	BCCBoise Cascade Company	43,375	$3.4M	0.15%
68	ITGRInteger Holdings	32,200	$3.3M	0.14%
69	BBYBest Buy Co	41,900	$3.2M	0.14%
70	ROFKforce, Inc.	105,125	$3.2M	0.14%
71	MAAMid America Apartment Communities	21,615	$3.0M	0.13%
72	TTMITTM Technologies, Inc.	43,500	$2.5M	0.11%
73	PS1TruBridge, Inc.	122,856	$2.5M	0.11%
74	TTECTTEC Holdings Inc	734,100	$2.5M	0.11%
75	QRVOQorvo Inc.	25,880	$2.4M	0.10%
76	PSTGPure Storage, Inc. Class A	27,000	$2.3M	0.10%
77	MXLMaxLinear, Inc	126,125	$2.0M	0.09%
78	PRGSProgress Software Corp	45,300	$2.0M	0.09%
79	ACVAACV Auctions	200,000	$2.0M	0.09%
80	RRXRegal Rexnord Corporation	12,200	$1.7M	0.08%
81	GENGen Digital Inc	60,000	$1.7M	0.07%
82	ADTNAdtran Inc	180,000	$1.7M	0.07%
83	TMCITreace Medical Concepts, Inc.	250,000	$1.7M	0.07%
84	3M4Masimo Corp	11,353	$1.7M	0.07%
85	MYRGMYR Group Inc.	8,000	$1.7M	0.07%
86	SWSmurfit Westrock L	38,180	$1.6M	0.07%
87	XXYCross Country Healthcare, Inc.	107,700	$1.5M	0.07%
88	ATDATI Inc.	18,000	$1.5M	0.06%
89	AEOAmer Eagle Outfitters	84,775	$1.5M	0.06%
90	CLColgate-Palmolive	17,700	$1.4M	0.06%
91	FRMEFirst Merchants Corporation	32,000	$1.2M	0.05%
92	AZTAAzenta Inc	40,900	$1.2M	0.05%
93	GATXGATX Corp	6,550	$1.1M	0.05%
94	AVNWAVIAT NETWORKS INC COM NEW	47,100	$1.1M	0.05%
95	KELYAKelly Services Inc Class A	77,625	$1.0M	0.04%
96	AWMSkyworks Solutions, Inc.	12,300	$947K	0.04%
97	AFGAmerican Financial Group	6,450	$940K	0.04%
98	IBMIntl Business Machines	2,900	$818K	0.04%
99	RNSTRenasant Corporation	22,000	$812K	0.04%
100	HALOHalozyme Therapeutics, Inc.	10,000	$733K	0.03%

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