Titelia

Holdings of PARADIGM CAPITAL MANAGEMENT INC/NY

107 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 60.4 % of the equity sleeve

Sector breakdown

  • Technology 21.9 %
  • Health care 1.2 %
  • Industrials 1.0 %
  • Materials 0.4 %
  • Consumer staples 0.1 %
  • Unattributed 75.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US1072.3B $100.00 %

Positions

CompanySharesValueWeight
Modine Manufacturing Co 1,455,598315.4M $
Broadcom Inc 809,000250.4M $
Onto Innovation Inc 1,102,438226.1M $
Jabil Inc 547,900145.5M $
Ducommun Inc 770,50094M $
Extreme Networks Inc 5,234,90078.9M $
EnerSys 441,90076.8M $
Veeco Instruments Inc 2,171,39973.5M $
Globus Medical Inc 822,29970.8M $
Ensign Group Inc/The 342,09968.9M $
Insight Enterprises Inc 955,93364.1M $
Entegris Inc 523,70061.4M $
Enviri Corp 2,232,29843.8M $
Pennant Group Inc/The 1,408,80042.9M $
Enovis Corp 1,776,71540.4M $
Orthofix Medical Inc 3,304,89937.9M $
Ultra Clean Holdings Inc 608,20037.8M $
Integra LifeSciences Holdings Corp 4,012,69837.8M $
Calix Inc 768,20037.6M $
DENTSPLY SIRONA Inc 2,977,20034.5M $
Penguin Solutions Inc 1,605,10028.2M $
QuidelOrtho Corp 1,525,90025.1M $
Lumentum Holdings Inc 33,60023.6M $
Cohu Inc 623,85219.1M $
Natera Inc 90,40018.1M $
Ribbon Communications Inc 8,036,33517M $
Cerence Inc 2,507,27615.8M $
Kratos Defense & Security Solutions, Inc. 215,50015.2M $
EMCOR Group Inc 20,47515.1M $
MaxLinear Inc 861,00015M $
Teradyne Inc 48,65014.4M $
SI-BONE Inc 1,126,50014.2M $
MiMedx Group Inc 3,410,30013.5M $
TD SYNNEX Corp 69,27411.7M $
Kulicke & Soffa Industries Inc 171,32511.3M $
J Jill Inc 914,30010.5M $
Caleres Inc 911,5999.6M $
A10 Networks Inc 401,4009.3M $
ADTRAN Holdings Inc 733,2009.2M $
Masterbrand Inc 1,082,0919M $
Bath & Body Works Inc 481,1009M $
Kadant Inc 29,8008.7M $
Zumiez Inc 372,6608.3M $
WESCO International Inc 30,0008.2M $
AngioDynamics Inc 718,2008.2M $
Federal Signal Corp 70,0007.6M $
Marvell Technology Inc 71,6007.1M $
Builders FirstSource Inc 85,7507.1M $
Tactile Systems Technology Inc 255,8996.7M $
Johnson & Johnson 27,2006.6M $
Carpenter Technology Corp 15,6006.1M $
Addus HomeCare Corp 52,2704.9M $
Arlo Technologies Inc 336,8004.8M $
Zurn Elkay Water Solutions Corp 102,3004.6M $
Sensient Technologies Corp 51,4754.4M $
PTC Inc 30,0004.3M $
TTM Technologies Inc 43,5004.2M $
Accendra Health Inc 1,786,4004.1M $
AtriCure Inc 123,1003.5M $
Revvity Inc 38,4503.4M $
Boise Cascade Co 43,3753.3M $
RadNet Inc 54,7003.1M $
FormFactor Inc 27,9002.7M $
Mid-America Apartment Communities, Inc. 21,6152.6M $
ATI Inc 18,0002.6M $
Regal Rexnord Corp 12,2002.3M $
MYR Group Inc 8,0002.3M $
Axcelis Technologies Inc 24,0002.2M $
Masimo Corp 11,3532M $
Qorvo Inc 25,8802M $
Concentrix Corp 66,3421.8M $
Everpure Inc 27,0001.6M $
Colgate-Palmolive Co 17,7001.5M $
American Eagle Outfitters Inc 84,7751.4M $
TTEC Holdings Inc 534,1001.3M $
First Merchants Corp 32,0001.2M $
Progress Software Corp 45,3001.2M $
Xerox Holdings Corp 880,0001.1M $
GATX Corp 6,5501.1M $
Kforce Inc 36,8001.1M $
Cross Country Healthcare Inc 107,7001M $
Azenta Inc 40,900864.2K $
American Financial Group Inc/OH 6,450823.7K $
Renasant Corp 22,000794.9K $
TruBridge Inc 52,062762.2K $
OrthoPediatrics Corp 47,000745.9K $
Primoris Services Corp 5,000715.2K $
International Business Machines Corp. 2,900702.9K $
Applied Materials Inc 2,000683.6K $
Gen Digital Inc 36,000677.9K $
Skyworks Solutions Inc 12,300658.7K $
Halozyme Therapeutics Inc 10,000646.3K $
Abbott Laboratories 5,400554.4K $
Neogen Corp 52,000483.1K $
Cigna Group/The 1,800480.2K $
Gentherm Inc 15,000416.7K $
Banner Corp 6,000364.1K $
Procter & Gamble Co/The 2,500361.1K $
National Bank Holdings Corp 9,000352.4K $
Edwards Lifesciences Corp 4,400352.4K $