PARADIGM CAPITAL MANAGEMENT INC/NY

Est. AUM

$2.42B

13F long equity, this entity only

Positions

112

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Modine Manufacturing Co	COM	$298.1M	1375598	12.31%	SOLE
2	Fabrinet	COM	$275.1M	527500	11.36%	SOLE
3	Broadcom Ltd	COM	$250.4M	809000	10.34%	SOLE
4	Onto Innovation Inc.	COM	$215.8M	1052438	8.91%	SOLE
5	Jabil Inc	COM	$140.9M	530500	5.82%	SOLE
6	Ducommun Inc	COM	$94.0M	770500	3.88%	SOLE
7	EnerSys	COM	$76.8M	441900	3.17%	SOLE
8	Extreme Networks	COM	$71.7M	4754900	2.96%	SOLE
9	Veeco Instruments	COM	$64.7M	1911399	2.67%	SOLE
10	Globus Medical Inc Cl A new	COM	$63.8M	740099	2.63%	SOLE
11	Insight Enterprises	COM	$58.7M	876400	2.42%	SOLE
12	Ensign Group, Inc.	COM	$58.1M	288099	2.40%	SOLE
13	Entegris Inc	COM	$57.9M	493700	2.39%	SOLE
14	Enviri Corp	COM	$42.6M	2172298	1.76%	SOLE
15	Ultra Clean Holdings Inc	COM	$37.8M	608200	1.56%	SOLE
16	Calix Inc	COM	$37.6M	768200	1.55%	SOLE
17	Pennant Group Inc.	COM	$36.8M	1208800	1.52%	SOLE
18	Enovis Corporation	COM	$35.9M	1576715	1.48%	SOLE
19	Orthofix Medical Inc.	COM	$31.3M	2724899	1.29%	SOLE
20	Integra Lifesciences Holdings Corp	COM	$31.1M	3302698	1.28%	SOLE
21	Dentsply Sirona, Inc.	COM	$28.5M	2457200	1.18%	SOLE
22	Penguin Solutions Inc	COM	$22.4M	1275100	0.93%	SOLE
23	Cohu Inc.	COM	$19.1M	623852	0.79%	SOLE
24	Quidel Corp	COM	$18.9M	1150900	0.78%	SOLE
25	Lumentum Holdings Inc.	COM	$17.3M	24600	0.71%	DFND
26	Ribbon Communications Inc	COM	$16.7M	7873298	0.69%	SOLE
27	Kratos Defense & Security Solutions, Inc.	COM	$15.2M	215500	0.63%	SOLE
28	MaxLinear, Inc	COM	$15.0M	861000	0.62%	SOLE
29	EMCOR Group, Inc.	COM	$14.7M	19900	0.61%	DFND
30	SI-Bone, Inc.	COM	$12.7M	1006500	0.52%	SOLE
31	MiMedx	COM	$12.3M	3110300	0.51%	SOLE
32	Cerence Inc.	COM	$12.2M	1936192	0.50%	SOLE
33	Natera, Inc.	COM	$11.9M	59400	0.49%	DFND
34	Helen of Troy Limited	COM	$10.5M	727100	0.43%	SOLE
35	Kulicke & Soffa Industries Inc.	COM	$10.4M	158475	0.43%	DFND
36	Teradyne Inc	COM	$10.0M	33650	0.41%	DFND
37	J Jill Group	COM	$8.6M	747300	0.35%	SOLE
38	Caleres Inc	COM	$8.6M	811599	0.35%	SOLE
39	TD SYNNEX Corporation	COM	$8.5M	50442	0.35%	SOLE
40	Zumiez, Inc.	COM	$8.3M	372660	0.34%	SOLE
41	WESCO International, Inc.	COM	$8.2M	30000	0.34%	SOLE
42	Federal Signal Corp	COM	$7.6M	70000	0.31%	SOLE
43	A10 Networks, Inc.	COM	$6.9M	297900	0.28%	DFND
44	Marvell Technology Inc.	COM	$6.9M	69400	0.28%	DFND
45	Johnson & Johnson	COM	$6.6M	27200	0.27%	SOLE
46	Carpenter Technology Corp	COM	$6.1M	15600	0.25%	DFND
47	AngioDynamics, Inc.	COM	$5.4M	478200	0.22%	SOLE
48	MasterBrand Inc.	COM	$5.3M	642000	0.22%	SOLE
49	Bath & Body Works, Inc.	COM	$5.2M	281100	0.22%	SOLE
50	Tactile Systems Technology	COM	$4.9M	185899	0.20%	SOLE

1–50 of 112

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.