PARADIGM CAPITAL MANAGEMENT INC/NY Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$1.7T

Holdings

138

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (138 positions)

#StockSharesValue% PortfolioType
101
CDXSCodexis, Inc.
500,000$945.0M0.05%
102
FRMEFirst Merchants Corporation
32,000$890.2M0.05%
103
EWEdwards Lifesciences Corporati
12,800$886.8M0.05%
104
ARLOArlo Technologies, Inc.
80,400$828.1M0.05%
105
QA4AGentherm Inc
15,000$813.9M0.05%
106
CICigna Corp New
2,700$772.4M0.04%
107
ATSG*Air Transport Services Group
37,000$772.2M0.04%
108
ABTAbbott Laboratories
7,900$765.1M0.04%
109
ATDATI Inc.
18,000$740.7M0.04%
110
VSATViasat Inc
40,000$738.4M0.04%
111
AFGAmerican Financial Group
6,450$720.3M0.04%
112
LTRXLantronix Inc.
158,100$703.5M0.04%
113
WBAWalgreens Boots Alliance Inc
30,000$667.2M0.04%
114
KLICKulicke & Soffa Industries Inc
12,850$624.9M0.04%
115
IBMIntl Business Machines
4,400$617.3M0.04%
116
CDWCDW Corporation
3,000$605.3M0.03%
117
BMYBristol-Myers Squibb
10,300$597.8M0.03%
118
PRIMPrimoris Services Corp
18,000$589.1M0.03%
119
RNSTRenasant Corporation
21,000$550.0M0.03%
120
CNDTConduent Inc
150,000$522.0M0.03%
121
JXC1Ziff-Davis Inc
8,100$515.9M0.03%
122
TLYSTillys Inc
60,700$492.9M0.03%
123
CCSIConsensus Cloud Solutions, Inc
18,666$470.0M0.03%
124
OGNOrganon & Co.
26,600$461.8M0.03%
125
WOOFoot Locker, Inc.
26,000$451.1M0.03%
126
NBHCNational Bank Hldgs Corp Cl A
15,000$446.4M0.03%
127
PGProcter & Gamble
3,040$443.4M0.03%
128
HALOHalozyme Therapeutics, Inc.
10,000$382.0M0.02%
129
FW2NBanner Corp New
9,000$381.4M0.02%
130
PEPPepsiCo Inc
1,700$288.0M0.02%
131
AMATApplied Materials
2,000$276.9M0.02%
132
OOMAOoma Inc.
20,000$260.2M0.01%
133
OCULOcular Therapeutix Inc.
80,000$251.2M0.01%
134
FNFFidelity National Financial
5,900$243.7M0.01%
135
TASKTaskus Inc CL A
20,000$207.6M0.01%
136
BAXBaxter International
5,300$200.0M0.01%
137
Lulu's Fashion Lounge
80,000$160.8M0.01%
138
TBHCKirkland's Inc.
42,900$73.8M0.00%
139
INGNInogen, Inc.
10,000$52.2M0.00%
140
CAMPEURCalamp Corp
50,000$20.3M0.00%
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