PARADIGM CAPITAL MANAGEMENT INC/NY Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$1.7T

Holdings

139

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (139 positions)

#StockSharesValue% PortfolioType
101
JILLJ Jill Group
40,000$857.2M0.05%
102
QA4AGentherm Inc
15,000$847.6M0.05%
103
CDXSCodexis, Inc.
300,000$840.0M0.05%
104
DBIDesigner Brands Inc. CL A
81,400$822.1M0.05%
105
CRSCarpenter Technology Corp
13,800$774.6M0.04%
106
AFGAmerican Financial Group
6,450$765.9M0.04%
107
KLICKulicke & Soffa Industries Inc
12,850$763.9M0.04%
108
CICigna Corp New
2,700$757.6M0.04%
109
KEYKeyCorp(New)
80,000$739.2M0.04%
110
ATSG*Air Transport Services Group
37,000$698.2M0.04%
111
ATDAllegheny Technologies Inc
15,750$696.6M0.04%
112
PRIMPrimoris Services Corp
22,000$670.3M0.04%
113
BMYBristol-Myers Squibb
10,300$658.7M0.04%
114
RNSTRenasant Corporation
25,000$653.3M0.04%
115
GTXGarrett Motion Inc.
80,000$605.6M0.03%
116
TTMITTM Technologies, Inc.
43,500$604.6M0.03%
117
OGNOrganon & Co.
28,600$595.2M0.03%
118
IBMIntl Business Machines
4,400$588.8M0.03%
119
CCSIConsensus Cloud Solutions, Inc
18,666$578.6M0.03%
120
JXC1Ziff-Davis Inc
8,100$567.5M0.03%
121
CDWCDW Corporation
3,000$550.5M0.03%
122
CNXCConcentrix Corp
6,342$512.1M0.03%
123
CNDTConduent Inc
150,000$510.0M0.03%
124
PLCEChildren's Place Retail Stores
20,000$464.2M0.03%
125
PGProcter & Gamble
3,040$461.3M0.03%
126
NBHCNational Bank Hldgs Corp Cl A
15,000$435.6M0.02%
127
FW2NBanner Corp New
9,000$393.0M0.02%
128
HALOHalozyme Therapeutics, Inc.
10,000$360.7M0.02%
129
PEPPepsiCo Inc
1,700$314.9M0.02%
130
OOMAOoma Inc.
20,000$299.4M0.02%
131
AMATApplied Materials
2,000$289.1M0.02%
132
BAXBaxter International
5,300$241.5M0.01%
133
RTXRaytheon Technologies Corp
2,334$228.6M0.01%
134
FNFFidelity National Financial
5,900$212.4M0.01%
135
OCULOcular Therapeutix Inc.
40,000$206.0M0.01%
136
Lulu's Fashion Lounge
80,000$202.4M0.01%
137
ZM3Zumiez, Inc.
10,000$166.6M0.01%
138
DZSIQDZS Inc.
31,200$123.9M0.01%
139
TBHCKirkland's Inc.
42,900$119.7M0.01%
140
ARLOArlo Technologies, Inc.
10,000$109.1M0.01%
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