PARADIGM CAPITAL MANAGEMENT INC/NY Q1 2023 Filing

Filed May 12, 2023

Portfolio Value

$1.5T

Holdings

141

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (141 positions)

#StockSharesValue% PortfolioType
101
QA4AGentherm Inc
15,000$906.3M0.06%
102
MKSIMKS Instruments Inc.
10,000$886.2M0.06%
103
LZBLa Z Boy Inc
30,000$872.4M0.06%
104
TTMITTM Technologies, Inc.
63,500$856.6M0.06%
105
CDXSCodexis, Inc.
200,000$828.0M0.05%
106
RNSTRenasant Corporation
27,000$825.7M0.05%
107
ABTAbbott Laboratories
7,900$800.0M0.05%
108
AFGAmerican Financial Group
6,450$783.7M0.05%
109
CNXCConcentrix Corp
6,342$770.9M0.05%
110
ATSG*Air Transport Services Group
37,000$770.7M0.05%
111
DBIDesigner Brands Inc. CL A
81,400$711.4M0.05%
112
BMYBristol-Myers Squibb
10,200$707.0M0.05%
113
OGNOrganon & Co.
30,000$705.6M0.05%
114
CICigna Corp New
2,700$689.9M0.05%
115
PSTGPure Storage, Inc. Class A
27,000$688.8M0.05%
116
KLICKulicke & Soffa Industries Inc
12,850$677.1M0.04%
117
CCSIConsensus Cloud Solutions, Inc
18,666$636.3M0.04%
118
JXC1Ziff-Davis Inc
8,100$632.2M0.04%
119
ATDAllegheny Technologies Inc
15,750$621.5M0.04%
120
CRSCarpenter Technology Corp
13,800$617.7M0.04%
121
CDWCDW Corporation
3,000$584.7M0.04%
122
PRIMPrimoris Services Corp
22,000$542.5M0.04%
123
NBHCNational Bank Hldgs Corp Cl A
16,000$535.4M0.04%
124
FW2NBanner Corp New
9,000$489.3M0.03%
125
CNDTConduent Inc
140,000$480.2M0.03%
126
PGProcter & Gamble
3,100$460.9M0.03%
127
GTXGarrett Motion Inc.
57,000$436.6M0.03%
128
HALOHalozyme Therapeutics, Inc.
10,000$381.9M0.03%
129
NEOGNeogen Corporation
20,000$370.4M0.02%
130
PEPPepsiCo Inc
1,700$309.9M0.02%
131
MDRXVeradigm Inc.
20,000$261.0M0.02%
132
OOMAOoma Inc.
20,000$250.2M0.02%
133
AMATApplied Materials
2,000$245.7M0.02%
134
RTXRaytheon Technologies Corp
2,334$228.6M0.02%
135
BAXBaxter International
5,300$215.0M0.01%
136
OCULOcular Therapeutix Inc.
40,000$210.8M0.01%
137
FNFFidelity National Financial
5,900$206.1M0.01%
138
OFIXOrthofix International NV
11,000$184.3M0.01%
139
Lulu's Fashion Lounge
70,499$167.1M0.01%
140
TBHCKirkland's Inc.
42,900$122.3M0.01%
141
ARLOArlo Technologies, Inc.
10,000$60.6M0.00%
142
CRNTCeragon Networks Ltd
35,000$58.5M0.00%
143
HTLDExpress Inc.
38,400$30.3M0.00%
144
IVCUSDInvacare Corporation
350,000$6.0M0.00%
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