PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE

CIK: 0001047859SEC EDGAR →

Portfolio Value

$48.4M

Holdings

12

As of

Q4 2025

New Positions

1

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

AGNICO EAGLE MINES LTD

49,900$8.5M
17.48%
2

CAREDX INC

375,000$7.1M
14.60%
3

DIAMEDICA THERAPEUTICS INC

875,000$7.0M
14.39%
4

INVESCO QQQ TR

10,000$6.1M
12.69%
5

NAVIGATOR HLDGS LTD

300,000$5.2M
10.74%
6

NPK INTERNATIONAL INC

400,000$4.8M
9.85%
7

SUNOPTA INC

800,000$3.0M
6.28%
8

EPSILON ENERGY LTD

650,000$3.0M
6.23%
9

I-80 GOLD CORP

1,500,000$2.2M
4.53%
10

IRIDEX CORP

1,000,000$1.1M
2.36%

Quarterly Changes

Top Buys

SOY↑ Increased
$4.4B
BELFB↑ Increased
$1.4B
QTRX↑ Increased
$546.5M
NDQNEW
$6.1M

Top Sells

AEM↓ Decreased
$13.5B
NVGS↓ Decreased
$7.7B
CDNA↓ Decreased
$6.2B
AMGCLOSED
$5.4B
NPKI↓ Decreased
$5.1B

New Positions (1)

$6.1M · 10K shares

Closed Positions (1)

$5.4B · 22K shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare4$706569.7T0.0%
Energy3$519.6T0.0%
Unknown2$61.4B0.0%
Basic Materials1$8.5M0.0%
Financial Services1$2.2M0.0%
Technology1$254K0.0%