PARADIGM CAPITAL MANAGEMENT INC/NY Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$2.4B

Holdings

116

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (116 positions)

#	Stock	Shares	Value	% Portfolio
1	AVGOBroadcom Ltd	809,000	$280.0M	11.79%
2	FNFabrinet	530,500	$241.5M	10.17%
3	MODModine Manufacturing Co	1,476,298	$197.1M	8.30%
4	ONTOOnto Innovation Inc.	1,125,838	$177.7M	7.48%
5	JBLJabil Inc	557,900	$127.2M	5.35%
6	EXTRExtreme Networks	4,972,500	$82.8M	3.48%
7	GMEDGlobus Medical Inc Cl A new	945,799	$82.6M	3.48%
8	DCODucommun Inc	770,500	$73.3M	3.09%
9	VECOVeeco Instruments	2,400,499	$68.6M	2.89%
10	ENSEnerSys	465,800	$68.4M	2.88%
11	IEIInsight Enterprises	810,764	$66.1M	2.78%
12	NVRIEnviri Corp	3,544,698	$63.5M	2.67%
13	ENSGEnsign Group, Inc.	344,099	$59.9M	2.52%
14	OFIXOrthofix Medical Inc.	3,304,899	$50.1M	2.11%
15	ENQEntegris Inc	533,700	$45.0M	1.89%
16	PNTGPennant Group Inc.	1,412,800	$39.8M	1.67%
17	CALXCalix Inc	672,400	$35.6M	1.50%
18	IARTIntegra Lifesciences Holdings Corp	2,664,998	$33.1M	1.39%
19	ENOVEnovis Corporation	1,043,798	$27.8M	1.17%
20	XRAYDentsply Sirona, Inc.	2,398,500	$27.4M	1.15%
21	RBBNRibbon Communications Inc	8,323,298	$24.0M	1.01%
22	QDELQuidel Corp	828,890	$23.7M	1.00%
23	CRNCCerence Inc.	2,026,392	$21.7M	0.91%
24	TCMDTactile Systems Technology	736,599	$21.4M	0.90%
25	COHUCohu Inc.	914,897	$21.3M	0.90%
26	NTRANatera, Inc.	90,400	$20.7M	0.87%
27	PENGPenguin Solutions Inc	923,400	$18.1M	0.76%
28	MDXGMiMedx	2,451,200	$16.6M	0.70%
29	KTOSKratos Defense & Security Solutions, Inc.	215,500	$16.4M	0.69%
30	UCTTUltra Clean Holdings Inc	608,200	$15.4M	0.65%
31	MXLMaxLinear, Inc	861,000	$15.0M	0.63%
32	EMEEMCOR Group, Inc.	21,675	$13.3M	0.56%
33	JILLJ Jill Group	914,300	$12.5M	0.53%
34	ZM3Zumiez, Inc.	478,200	$12.5M	0.52%
35	LITELumentum Holdings Inc.	33,600	$12.4M	0.52%
36	SUXTD SYNNEX Corporation	81,274	$12.2M	0.51%
37	HELEHelen of Troy Limited	564,200	$12.0M	0.50%
38	CALCaleres Inc	911,599	$11.1M	0.47%
39	SIBNSI-Bone, Inc.	528,200	$10.4M	0.44%
40	ADTNAdtran Inc	1,129,909	$9.8M	0.41%
41	TERTeradyne Inc	48,650	$9.4M	0.40%
42	BLDRBuilders Firstsource Inc	85,750	$8.8M	0.37%
43	ANGOAngioDynamics, Inc.	678,200	$8.7M	0.37%
44	KAIKadant Inc.	29,800	$8.5M	0.36%
45	KLICKulicke & Soffa Industries Inc.	171,325	$7.8M	0.33%
46	FSSFederal Signal Corp	70,000	$7.6M	0.32%
47	PS1TruBridge, Inc.	339,000	$7.5M	0.31%
48	WCCWESCO International, Inc.	30,000	$7.3M	0.31%
49	ATENA10 Networks, Inc.	401,400	$7.1M	0.30%
50	PTCPTC Inc	40,000	$7.0M	0.29%
51	MBCMasterBrand Inc.	582,000	$6.4M	0.27%
52	MRVLMarvell Technology Inc.	71,600	$6.1M	0.26%
53	JNJJohnson & Johnson	27,200	$5.6M	0.24%
54	ADUSAddus homeCare Corporation	52,270	$5.6M	0.24%
55	CRSCarpenter Technology Corp	15,600	$4.9M	0.21%
56	ATRCAtricure Inc	123,100	$4.9M	0.20%
57	SSFSensient Technologies Corp	51,475	$4.8M	0.20%
58	ZWSZurn Water Solutions Corp	102,300	$4.8M	0.20%
59	ACHOwens and Minor, Inc.	1,686,400	$4.7M	0.20%
60	ARLOArlo Technologies, Inc.	336,800	$4.7M	0.20%
61	ACLSAxcelis Technologies Inc.	56,000	$4.5M	0.19%
62	BBWIBath & Body Works, Inc.	200,000	$4.0M	0.17%
63	RDNTRadnet Inc	54,700	$3.9M	0.16%
64	GRMNGarmin LTD	19,075	$3.9M	0.16%
65	PKNRevvity Inc.	38,450	$3.7M	0.16%
66	CNXCConcentrix Corp	86,342	$3.6M	0.15%
67	BCCBoise Cascade Company	43,375	$3.2M	0.13%
68	MAAMid America Apartment Communities	21,615	$3.0M	0.13%
69	TTMITTM Technologies, Inc.	43,500	$3.0M	0.13%
70	AEOAmer Eagle Outfitters	84,775	$2.2M	0.09%
71	QRVOQorvo Inc.	25,880	$2.2M	0.09%
72	XRXXerox Corp	880,000	$2.1M	0.09%
73	ATDATI Inc.	18,000	$2.1M	0.09%
74	PRGSProgress Software Corp	45,300	$1.9M	0.08%
75	TTECTTEC Holdings Inc	534,100	$1.9M	0.08%
76	PSTGPure Storage, Inc. Class A	27,000	$1.8M	0.08%
77	MYRGMYR Group Inc.	8,000	$1.7M	0.07%
78	RRXRegal Rexnord Corporation	12,200	$1.7M	0.07%
79	FMFFormfactor Inc	27,900	$1.6M	0.07%
80	3M4Masimo Corp	11,353	$1.5M	0.06%
81	CLColgate-Palmolive	17,700	$1.4M	0.06%
82	AZTAAzenta Inc	40,900	$1.4M	0.06%
83	FRMEFirst Merchants Corporation	32,000	$1.2M	0.05%
84	ROFKforce, Inc.	36,800	$1.1M	0.05%
85	GATXGATX Corp	6,550	$1.1M	0.05%
86	AVNWAVIAT NETWORKS INC COM NEW	47,100	$1.0M	0.04%
87	GENGen Digital Inc	36,000	$978K	0.04%
88	AFGAmerican Financial Group	6,450	$881K	0.04%
89	XXYCross Country Healthcare, Inc.	107,700	$871K	0.04%
90	IBMIntl Business Machines	2,900	$859K	0.04%
91	KIDSOrthopediatrics Corp	47,000	$834K	0.04%
92	AWMSkyworks Solutions, Inc.	12,300	$779K	0.03%
93	RNSTRenasant Corporation	22,000	$774K	0.03%
94	SWSmurfit Westrock L	18,180	$703K	0.03%
95	ABTAbbott Laboratories	5,400	$676K	0.03%
96	HALOHalozyme Therapeutics, Inc.	10,000	$673K	0.03%
97	PRIMPrimoris Services Corp	5,000	$620K	0.03%
98	HIHillenbrand Inc	18,100	$573K	0.02%
99	QA4AGentherm Inc	15,000	$545K	0.02%
100	AMATApplied Materials	2,000	$513K	0.02%

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