PARADIGM CAPITAL MANAGEMENT INC/NY 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PC PARADIGM CAPITAL MANAGEMENT INC/NY | Institutional Filer | ▲ 10.02% | $2.61B | 112 |
Current Portfolio Holdings
Showing all 112 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MOD | Modine Manufacturing Company | Consumer Cyclical | 1.5M | $315.4M | 12.07% |
| 2 | FN | Fabrinet | Technology | 531K | $276.7M | 10.58% |
| 3 | AVGO | Broadcom Inc. | Technology | 809K | $250.4M | 9.58% |
| 4 | ONTO | Onto Innovation Inc. | Technology | 1.1M | $226.1M | 8.65% |
| 5 | JBL | Jabil Inc. | Technology | 548K | $145.5M | 5.57% |
| 6 | DCO | Ducommun Incorporated | Industrials | 771K | $94.0M | 3.60% |
| 7 | EXTR | Extreme Networks, Inc. | Technology | 5.2M | $78.9M | 3.02% |
| 8 | ENS | EnerSys | Industrials | 442K | $76.8M | 2.94% |
| 9 | VECO | Veeco Instruments Inc. | Technology | 2.2M | $73.5M | 2.81% |
| 10 | GMED | Globus Medical, Inc. | Healthcare | 822K | $70.8M | 2.71% |
| 11 | ENSG | The Ensign Group, Inc. | Healthcare | 342K | $68.9M | 2.64% |
| 12 | NSIT | Insight Enterprises, Inc. | Technology | 956K | $64.1M | 2.45% |
| 13 | ENTG | Entegris, Inc. | Technology | 524K | $61.4M | 2.35% |
| 14 | NVRI | Enviri Corporation | Industrials | 2.2M | $43.8M | 1.68% |
| 15 | PNTG | The Pennant Group, Inc. | Healthcare | 1.4M | $42.9M | 1.64% |
Showing 1 to 15 of 112 holdings