PARADIGM CAPITAL MANAGEMENT INC/NY Q4 2024 Filing

Filed February 18, 2025

Portfolio Value

$2.2B

Holdings

128

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (128 positions)

#	Stock	Shares	Value	% Portfolio
1	MODModine Manufacturing Co	1,648,300	$191.1M	8.86%
2	AVGOBroadcom Ltd	809,000	$187.6M	8.69%
3	ONTOOnto Innovation Inc.	1,104,939	$184.2M	8.54%
4	FNFabrinet	531,900	$117.0M	5.42%
5	IEIInsight Enterprises	596,150	$90.7M	4.20%
6	EXTRExtreme Networks	5,189,800	$86.9M	4.03%
7	JBLJabil Inc	572,900	$82.4M	3.82%
8	GMEDGlobus Medical Inc Cl A new	949,300	$78.5M	3.64%
9	DCODucommun Inc	1,084,100	$69.0M	3.20%
10	VECOVeeco Instruments	1,982,800	$53.1M	2.46%
11	ENQEntegris Inc	535,700	$53.1M	2.46%
12	ENSGEnsign Group, Inc.	345,800	$45.9M	2.13%
13	MDXGMiMedx	4,686,231	$45.1M	2.09%
14	ENSEnerSys	477,972	$44.2M	2.05%
15	OFIXOrthofix Medical Inc.	2,485,900	$43.4M	2.01%
16	7SUSummit Materials, Inc. Class a	847,890	$42.9M	1.99%
17	RBBNRibbon Communications Inc	10,138,621	$42.2M	1.95%
18	CALXCalix Inc	1,057,200	$36.9M	1.71%
19	NVRIEnviri Corp	4,475,900	$34.5M	1.60%
20	CNXCConcentrix Corp	750,142	$32.5M	1.50%
21	IARTIntegra Lifesciences Holdings Corp	1,431,100	$32.5M	1.50%
22	TCMDTactile Systems Technology	1,662,300	$28.5M	1.32%
23	JILLJ Jill Group	921,300	$25.4M	1.18%
24	PNTGPennant Group Inc.	939,000	$24.9M	1.15%
25	AMWDAmerican Woodmark Corporation	301,189	$24.0M	1.11%
26	UCTTUltra Clean Holdings Inc	658,200	$23.7M	1.10%
27	ENOVEnovis Corporation	533,200	$23.4M	1.08%
28	SWSmurfit Westrock L	378,880	$20.4M	0.95%
29	CRNCCerence Inc.	2,593,200	$20.4M	0.94%
30	ADTNAdtran Inc	2,419,600	$20.2M	0.93%
31	SIBNSI-Bone, Inc.	1,386,031	$19.4M	0.90%
32	CALCaleres Inc	718,500	$16.6M	0.77%
33	NTRANatera, Inc.	99,800	$15.8M	0.73%
34	EMEEMCOR Group, Inc.	33,075	$15.0M	0.70%
35	KTOSKratos Defense & Security Solutions, Inc.	563,500	$14.9M	0.69%
36	COHUCohu Inc.	479,749	$12.8M	0.59%
37	BLDRBuilders Firstsource Inc	85,750	$12.3M	0.57%
38	NATRNature`s Sunshine Products, Inc.	819,200	$12.0M	0.56%
39	KAIKadant Inc.	32,400	$11.2M	0.52%
40	SUXTD SYNNEX Corporation	92,774	$10.9M	0.50%
41	ACLSAxcelis Technologies Inc.	153,900	$10.8M	0.50%
42	MRVLMarvell Technology Inc.	77,900	$8.6M	0.40%
43	KLICKulicke & Soffa Industries Inc.	171,325	$8.0M	0.37%
44	ATENA10 Networks, Inc.	427,800	$7.9M	0.36%
45	PTCPTC Inc	40,000	$7.4M	0.34%
46	PENGPenguin Solutions Inc	356,000	$6.8M	0.32%
47	ADUSAddus homeCare Corporation	52,270	$6.6M	0.30%
48	FSSFederal Signal Corp	70,000	$6.5M	0.30%
49	TERTeradyne Inc	48,650	$6.1M	0.28%
50	NNBRNN, Inc.	1,856,200	$6.1M	0.28%
51	ROFKforce, Inc.	105,125	$6.0M	0.28%
52	WCCWESCO International, Inc.	30,000	$5.4M	0.25%
53	CTRNCiti Trends, Inc.	200,000	$5.3M	0.24%
54	BCCBoise Cascade Company	43,375	$5.2M	0.24%
55	PACSPACS Group, Inc.	320,000	$4.2M	0.19%
56	JNJJohnson & Johnson	28,700	$4.2M	0.19%
57	SSFSensient Technologies Corp	55,675	$4.0M	0.18%
58	GRMNGarmin LTD	19,075	$3.9M	0.18%
59	ZWSZurn Water Solutions Corp	102,300	$3.8M	0.18%
60	ANGOAngioDynamics, Inc.	404,001	$3.7M	0.17%
61	BBYBest Buy Co	41,900	$3.6M	0.17%
62	RDNTRadnet Inc	49,600	$3.5M	0.16%
63	OCULOcular Therapeutix Inc.	400,000	$3.4M	0.16%
64	MAAMid America Apartment Communities	21,615	$3.3M	0.15%
65	ATRCAtricure Inc	107,300	$3.3M	0.15%
66	ARLOArlo Technologies, Inc.	285,100	$3.2M	0.15%
67	NEOGNeogen Corporation	257,100	$3.1M	0.14%
68	QDELQuidel Corp	70,000	$3.1M	0.14%
69	PRGSProgress Software Corp	45,300	$3.0M	0.14%
70	LITELumentum Holdings Inc.	33,600	$2.8M	0.13%
71	AVNWAVIAT NETWORKS INC COM NEW	155,363	$2.8M	0.13%
72	ETONEton Pharmaceuticals, Inc.	200,000	$2.7M	0.12%
73	CRSCarpenter Technology Corp	15,600	$2.6M	0.12%
74	AEOAmer Eagle Outfitters	146,775	$2.4M	0.11%
75	MXLMaxLinear, Inc	117,621	$2.3M	0.11%
76	AZTAAzenta Inc	45,000	$2.3M	0.10%
77	XXYCross Country Healthcare, Inc.	107,700	$2.0M	0.09%
78	RRXRegal Rexnord Corporation	12,200	$1.9M	0.09%
79	3M4Masimo Corp	11,353	$1.9M	0.09%
80	PS1TruBridge, Inc.	95,000	$1.9M	0.09%
81	MEGMontrose Environmental Group Inc.	100,000	$1.9M	0.09%
82	QRVOQorvo Inc.	25,880	$1.8M	0.08%
83	GENGen Digital Inc	66,000	$1.8M	0.08%
84	CLColgate-Palmolive	19,800	$1.8M	0.08%
85	FMFFormfactor Inc	37,900	$1.7M	0.08%
86	PSTGPure Storage, Inc. Class A	27,000	$1.7M	0.08%
87	PKNRevvity Inc.	13,450	$1.5M	0.07%
88	GATXGATX Corp	9,050	$1.4M	0.06%
89	FRMEFirst Merchants Corporation	32,000	$1.3M	0.06%
90	VMDViemed Healthcare Inc.	150,000	$1.2M	0.06%
91	MYRGMYR Group Inc.	8,000	$1.2M	0.06%
92	AWMSkyworks Solutions, Inc.	12,300	$1.1M	0.05%
93	KELYAKelly Services Inc Class A	77,625	$1.1M	0.05%
94	TTMITTM Technologies, Inc.	43,500	$1.1M	0.05%
95	ATDATI Inc.	18,000	$991K	0.05%
96	IBMIntl Business Machines	4,300	$945K	0.04%
97	ABTAbbott Laboratories	7,900	$894K	0.04%
98	AFGAmerican Financial Group	6,450	$883K	0.04%
99	ATSG*Air Transport Services Group	37,000	$813K	0.04%
100	CICigna Corp New	2,600	$718K	0.03%

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