PARADIGM CAPITAL MANAGEMENT INC/NY Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$2.4T
Holdings
116
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (116 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBroadcom Ltd | 809,000 | $280.0B | 11.79% | |
| 2 | FNFabrinet | 530,500 | $241.5B | 10.17% | |
| 3 | MODModine Manufacturing Co | 1,476,298 | $197.1B | 8.30% | |
| 4 | ONTOOnto Innovation Inc. | 1,125,838 | $177.7B | 7.48% | |
| 5 | JBLJabil Inc | 557,900 | $127.2B | 5.35% | |
| 6 | EXTRExtreme Networks | 4,972,500 | $82.8B | 3.48% | |
| 7 | GMEDGlobus Medical Inc Cl A new | 945,799 | $82.6B | 3.48% | |
| 8 | DCODucommun Inc | 770,500 | $73.3B | 3.09% | |
| 9 | VECOVeeco Instruments | 2,400,499 | $68.6B | 2.89% | |
| 10 | ENSEnerSys | 465,800 | $68.4B | 2.88% | |
| 11 | IEIInsight Enterprises | 810,764 | $66.1B | 2.78% | |
| 12 | NVRIEnviri Corp | 3,544,698 | $63.5B | 2.67% | |
| 13 | ENSGEnsign Group, Inc. | 344,099 | $59.9B | 2.52% | |
| 14 | OFIXOrthofix Medical Inc. | 3,304,899 | $50.1B | 2.11% | |
| 15 | ENQEntegris Inc | 533,700 | $45.0B | 1.89% | |
| 16 | PNTGPennant Group Inc. | 1,412,800 | $39.8B | 1.67% | |
| 17 | CALXCalix Inc | 672,400 | $35.6B | 1.50% | |
| 18 | IARTIntegra Lifesciences Holdings Corp | 2,664,998 | $33.1B | 1.39% | |
| 19 | ENOVEnovis Corporation | 1,043,798 | $27.8B | 1.17% | |
| 20 | XRAYDentsply Sirona, Inc. | 2,398,500 | $27.4B | 1.15% | |
| 21 | RBBNRibbon Communications Inc | 8,323,298 | $24.0B | 1.01% | |
| 22 | QDELQuidel Corp | 828,890 | $23.7B | 1.00% | |
| 23 | CRNCCerence Inc. | 2,026,392 | $21.7B | 0.91% | |
| 24 | TCMDTactile Systems Technology | 736,599 | $21.4B | 0.90% | |
| 25 | COHUCohu Inc. | 914,897 | $21.3B | 0.90% | |
| 26 | NTRANatera, Inc. | 90,400 | $20.7B | 0.87% | |
| 27 | PENGPenguin Solutions Inc | 923,400 | $18.1B | 0.76% | |
| 28 | MDXGMiMedx | 2,451,200 | $16.6B | 0.70% | |
| 29 | KTOSKratos Defense & Security Solutions, Inc. | 215,500 | $16.4B | 0.69% | |
| 30 | UCTTUltra Clean Holdings Inc | 608,200 | $15.4B | 0.65% | |
| 31 | MXLMaxLinear, Inc | 861,000 | $15.0B | 0.63% | |
| 32 | EMEEMCOR Group, Inc. | 21,675 | $13.3B | 0.56% | |
| 33 | JILLJ Jill Group | 914,300 | $12.5B | 0.53% | |
| 34 | ZM3Zumiez, Inc. | 478,200 | $12.5B | 0.52% | |
| 35 | LITELumentum Holdings Inc. | 33,600 | $12.4B | 0.52% | |
| 36 | SUXTD SYNNEX Corporation | 81,274 | $12.2B | 0.51% | |
| 37 | HELEHelen of Troy Limited | 564,200 | $12.0B | 0.50% | |
| 38 | CALCaleres Inc | 911,599 | $11.1B | 0.47% | |
| 39 | SIBNSI-Bone, Inc. | 528,200 | $10.4B | 0.44% | |
| 40 | ADTNAdtran Inc | 1,129,909 | $9.8B | 0.41% | |
| 41 | TERTeradyne Inc | 48,650 | $9.4B | 0.40% | |
| 42 | BLDRBuilders Firstsource Inc | 85,750 | $8.8B | 0.37% | |
| 43 | ANGOAngioDynamics, Inc. | 678,200 | $8.7B | 0.37% | |
| 44 | KAIKadant Inc. | 29,800 | $8.5B | 0.36% | |
| 45 | KLICKulicke & Soffa Industries Inc. | 171,325 | $7.8B | 0.33% | |
| 46 | FSSFederal Signal Corp | 70,000 | $7.6B | 0.32% | |
| 47 | PS1TruBridge, Inc. | 339,000 | $7.5B | 0.31% | |
| 48 | WCCWESCO International, Inc. | 30,000 | $7.3B | 0.31% | |
| 49 | ATENA10 Networks, Inc. | 401,400 | $7.1B | 0.30% | |
| 50 | PTCPTC Inc | 40,000 | $7.0B | 0.29% | |
| 51 | MBCMasterBrand Inc. | 582,000 | $6.4B | 0.27% | |
| 52 | MRVLMarvell Technology Inc. | 71,600 | $6.1B | 0.26% | |
| 53 | JNJJohnson & Johnson | 27,200 | $5.6B | 0.24% | |
| 54 | ADUSAddus homeCare Corporation | 52,270 | $5.6B | 0.24% | |
| 55 | CRSCarpenter Technology Corp | 15,600 | $4.9B | 0.21% | |
| 56 | ATRCAtricure Inc | 123,100 | $4.9B | 0.20% | |
| 57 | SSFSensient Technologies Corp | 51,475 | $4.8B | 0.20% | |
| 58 | ZWSZurn Water Solutions Corp | 102,300 | $4.8B | 0.20% | |
| 59 | ACHOwens and Minor, Inc. | 1,686,400 | $4.7B | 0.20% | |
| 60 | ARLOArlo Technologies, Inc. | 336,800 | $4.7B | 0.20% | |
| 61 | ACLSAxcelis Technologies Inc. | 56,000 | $4.5B | 0.19% | |
| 62 | BBWIBath & Body Works, Inc. | 200,000 | $4.0B | 0.17% | |
| 63 | RDNTRadnet Inc | 54,700 | $3.9B | 0.16% | |
| 64 | GRMNGarmin LTD | 19,075 | $3.9B | 0.16% | |
| 65 | PKNRevvity Inc. | 38,450 | $3.7B | 0.16% | |
| 66 | CNXCConcentrix Corp | 86,342 | $3.6B | 0.15% | |
| 67 | BCCBoise Cascade Company | 43,375 | $3.2B | 0.13% | |
| 68 | MAAMid America Apartment Communities | 21,615 | $3.0B | 0.13% | |
| 69 | TTMITTM Technologies, Inc. | 43,500 | $3.0B | 0.13% | |
| 70 | AEOAmer Eagle Outfitters | 84,775 | $2.2B | 0.09% | |
| 71 | QRVOQorvo Inc. | 25,880 | $2.2B | 0.09% | |
| 72 | XRXXerox Corp | 880,000 | $2.1B | 0.09% | |
| 73 | ATDATI Inc. | 18,000 | $2.1B | 0.09% | |
| 74 | PRGSProgress Software Corp | 45,300 | $1.9B | 0.08% | |
| 75 | TTECTTEC Holdings Inc | 534,100 | $1.9B | 0.08% | |
| 76 | PSTGPure Storage, Inc. Class A | 27,000 | $1.8B | 0.08% | |
| 77 | MYRGMYR Group Inc. | 8,000 | $1.7B | 0.07% | |
| 78 | RRXRegal Rexnord Corporation | 12,200 | $1.7B | 0.07% | |
| 79 | FMFFormfactor Inc | 27,900 | $1.6B | 0.07% | |
| 80 | 3M4Masimo Corp | 11,353 | $1.5B | 0.06% | |
| 81 | CLColgate-Palmolive | 17,700 | $1.4B | 0.06% | |
| 82 | AZTAAzenta Inc | 40,900 | $1.4B | 0.06% | |
| 83 | FRMEFirst Merchants Corporation | 32,000 | $1.2B | 0.05% | |
| 84 | ROFKforce, Inc. | 36,800 | $1.1B | 0.05% | |
| 85 | GATXGATX Corp | 6,550 | $1.1B | 0.05% | |
| 86 | AVNWAVIAT NETWORKS INC COM NEW | 47,100 | $1.0B | 0.04% | |
| 87 | GENGen Digital Inc | 36,000 | $978.0M | 0.04% | |
| 88 | AFGAmerican Financial Group | 6,450 | $881.0M | 0.04% | |
| 89 | XXYCross Country Healthcare, Inc. | 107,700 | $871.0M | 0.04% | |
| 90 | IBMIntl Business Machines | 2,900 | $859.0M | 0.04% | |
| 91 | KIDSOrthopediatrics Corp | 47,000 | $834.0M | 0.04% | |
| 92 | AWMSkyworks Solutions, Inc. | 12,300 | $779.0M | 0.03% | |
| 93 | RNSTRenasant Corporation | 22,000 | $774.0M | 0.03% | |
| 94 | SWSmurfit Westrock L | 18,180 | $703.0M | 0.03% | |
| 95 | ABTAbbott Laboratories | 5,400 | $676.0M | 0.03% | |
| 96 | HALOHalozyme Therapeutics, Inc. | 10,000 | $673.0M | 0.03% | |
| 97 | PRIMPrimoris Services Corp | 5,000 | $620.0M | 0.03% | |
| 98 | HIHillenbrand Inc | 18,100 | $573.0M | 0.02% | |
| 99 | QA4AGentherm Inc | 15,000 | $545.0M | 0.02% | |
| 100 | AMATApplied Materials | 2,000 | $513.0M | 0.02% |
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