Holdings of PARADIGM CAPITAL MANAGEMENT INC/NY

Name: Holdings of PARADIGM CAPITAL MANAGEMENT INC/NY
Creator: Titelia

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.

Rank	Country	Lines	Value	Share
1	US	107	2.3B $	100.00 %

Positions

Rank	Company	Shares	Value
1	Modine Manufacturing Co	1,455,598	315.4M $
2	Broadcom Inc	809,000	250.4M $
3	Onto Innovation Inc	1,102,438	226.1M $
4	Jabil Inc	547,900	145.5M $
5	Ducommun Inc	770,500	94M $
6	Extreme Networks Inc	5,234,900	78.9M $
7	EnerSys	441,900	76.8M $
8	Veeco Instruments Inc	2,171,399	73.5M $
9	Globus Medical Inc	822,299	70.8M $
10	Ensign Group Inc/The	342,099	68.9M $
11	Insight Enterprises Inc	955,933	64.1M $
12	Entegris Inc	523,700	61.4M $
13	Enviri Corp	2,232,298	43.8M $
14	Pennant Group Inc/The	1,408,800	42.9M $
15	Enovis Corp	1,776,715	40.4M $
16	Orthofix Medical Inc	3,304,899	37.9M $
17	Ultra Clean Holdings Inc	608,200	37.8M $
18	Integra LifeSciences Holdings Corp	4,012,698	37.8M $
19	Calix Inc	768,200	37.6M $
20	DENTSPLY SIRONA Inc	2,977,200	34.5M $
21	Penguin Solutions Inc	1,605,100	28.2M $
22	QuidelOrtho Corp	1,525,900	25.1M $
23	Lumentum Holdings Inc	33,600	23.6M $
24	Cohu Inc	623,852	19.1M $
25	Natera Inc	90,400	18.1M $
26	Ribbon Communications Inc	8,036,335	17M $
27	Cerence Inc	2,507,276	15.8M $
28	Kratos Defense & Security Solutions, Inc.	215,500	15.2M $
29	EMCOR Group Inc	20,475	15.1M $
30	MaxLinear Inc	861,000	15M $
31	Teradyne Inc	48,650	14.4M $
32	SI-BONE Inc	1,126,500	14.2M $
33	MiMedx Group Inc	3,410,300	13.5M $
34	TD SYNNEX Corp	69,274	11.7M $
35	Kulicke & Soffa Industries Inc	171,325	11.3M $
36	J Jill Inc	914,300	10.5M $
37	Caleres Inc	911,599	9.6M $
38	A10 Networks Inc	401,400	9.3M $
39	ADTRAN Holdings Inc	733,200	9.2M $
40	Masterbrand Inc	1,082,091	9M $
41	Bath & Body Works Inc	481,100	9M $
42	Kadant Inc	29,800	8.7M $
43	Zumiez Inc	372,660	8.3M $
44	WESCO International Inc	30,000	8.2M $
45	AngioDynamics Inc	718,200	8.2M $
46	Federal Signal Corp	70,000	7.6M $
47	Marvell Technology Inc	71,600	7.1M $
48	Builders FirstSource Inc	85,750	7.1M $
49	Tactile Systems Technology Inc	255,899	6.7M $
50	Johnson & Johnson	27,200	6.6M $
51	Carpenter Technology Corp	15,600	6.1M $
52	Addus HomeCare Corp	52,270	4.9M $
53	Arlo Technologies Inc	336,800	4.8M $
54	Zurn Elkay Water Solutions Corp	102,300	4.6M $
55	Sensient Technologies Corp	51,475	4.4M $
56	PTC Inc	30,000	4.3M $
57	TTM Technologies Inc	43,500	4.2M $
58	Accendra Health Inc	1,786,400	4.1M $
59	AtriCure Inc	123,100	3.5M $
60	Revvity Inc	38,450	3.4M $
61	Boise Cascade Co	43,375	3.3M $
62	RadNet Inc	54,700	3.1M $
63	FormFactor Inc	27,900	2.7M $
64	Mid-America Apartment Communities, Inc.	21,615	2.6M $
65	ATI Inc	18,000	2.6M $
66	Regal Rexnord Corp	12,200	2.3M $
67	MYR Group Inc	8,000	2.3M $
68	Axcelis Technologies Inc	24,000	2.2M $
69	Masimo Corp	11,353	2M $
70	Qorvo Inc	25,880	2M $
71	Concentrix Corp	66,342	1.8M $
72	Everpure Inc	27,000	1.6M $
73	Colgate-Palmolive Co	17,700	1.5M $
74	American Eagle Outfitters Inc	84,775	1.4M $
75	TTEC Holdings Inc	534,100	1.3M $
76	First Merchants Corp	32,000	1.2M $
77	Progress Software Corp	45,300	1.2M $
78	Xerox Holdings Corp	880,000	1.1M $
79	GATX Corp	6,550	1.1M $
80	Kforce Inc	36,800	1.1M $
81	Cross Country Healthcare Inc	107,700	1M $
82	Azenta Inc	40,900	864.2K $
83	American Financial Group Inc/OH	6,450	823.7K $
84	Renasant Corp	22,000	794.9K $
85	TruBridge Inc	52,062	762.2K $
86	OrthoPediatrics Corp	47,000	745.9K $
87	Primoris Services Corp	5,000	715.2K $
88	International Business Machines Corp.	2,900	702.9K $
89	Applied Materials Inc	2,000	683.6K $
90	Gen Digital Inc	36,000	677.9K $
91	Skyworks Solutions Inc	12,300	658.7K $
92	Halozyme Therapeutics Inc	10,000	646.3K $
93	Abbott Laboratories	5,400	554.4K $
94	Neogen Corp	52,000	483.1K $
95	Cigna Group/The	1,800	480.2K $
96	Gentherm Inc	15,000	416.7K $
97	Banner Corp	6,000	364.1K $
98	Procter & Gamble Co/The	2,500	361.1K $
99	National Bank Holdings Corp	9,000	352.4K $
100	Edwards Lifesciences Corp	4,400	352.4K $