13F HOLDINGS REPORT
PARADIGM CAPITAL MANAGEMENT INC/NY
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001037792-25-000008
Total Value
$1.80B
Positions
195
Other Managers
1
Confidential Omitted
No
Holdings (195)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Broadcom Ltd | AVGO | 809,000 | $135.5M | 7.52% |
| 2 | Onto Innovation Inc. | ONTO | 1,052,939 | $127.8M | 7.10% |
| 3 | Modine Manufacturing Co | 607828100 | 1,517,500 | $116.5M | 6.47% |
| 4 | Fabrinet | FN | 527,500 | $104.2M | 5.79% |
| 5 | Insight Enterprises | NSIT | 542,150 | $81.3M | 4.52% |
| 6 | Jabil Inc | JBL | 543,500 | $74.0M | 4.11% |
| 7 | Extreme Networks | EXTR | 4,945,200 | $65.4M | 3.63% |
| 8 | Globus Medical Inc Cl A new | GMED | 853,100 | $62.4M | 3.47% |
| 9 | Ducommun Inc | DCO | 1,017,200 | $59.0M | 3.28% |
| 10 | Entegris Inc | ENTG | 523,700 | $45.8M | 2.54% |
| 11 | EnerSys | ENS | 468,300 | $42.9M | 2.38% |
| 12 | Veeco Instruments | 922417100 | 2,110,000 | $42.4M | 2.35% |
| 13 | Concentrix Corp | CNXC | 694,242 | $38.6M | 2.15% |
| 14 | Ensign Group, Inc. | ENSG | 290,600 | $37.6M | 2.09% |
| 15 | Orthofix Medical Inc. | OFIX | 2,121,700 | $34.6M | 1.92% |
| 16 | Calix Inc | CALX | 957,300 | $33.9M | 1.88% |
| 17 | Ribbon Communications Inc | RBBN | 8,511,200 | $33.4M | 1.85% |
| 18 | MiMedx | MDXG | 4,083,500 | $31.0M | 1.72% |
| 19 | Enviri Corp | NVRI | 3,629,600 | $24.1M | 1.34% |
| 20 | Integra Lifesciences Holdings Corp | IART | 1,085,200 | $23.9M | 1.33% |
| 21 | Enovis Corporation | ENOV | 606,400 | $23.2M | 1.29% |
| 22 | Pennant Group Inc. | PNTG | 855,000 | $21.5M | 1.19% |
| 23 | American Woodmark Corporation | AMWD | 306,900 | $18.1M | 1.00% |
| 24 | Cerence Inc. | CRNC | 2,142,200 | $16.9M | 0.94% |
| 25 | Penguin Solutions Inc | PENG | 965,200 | $16.8M | 0.93% |
| 26 | SI-Bone, Inc. | SIBN | 1,015,455 | $14.2M | 0.79% |
| 27 | J Jill Group | JILL | 727,600 | $14.2M | 0.79% |
| 28 | Tactile Systems Technology | 87357P100 | 1,069,000 | $14.1M | 0.79% |
| 29 | Ultra Clean Holdings Inc | UCTT | 658,200 | $14.1M | 0.78% |
| 30 | EMCOR Group, Inc. | EME | 31,900 | $11.8M | 0.65% |
| 31 | Cohu Inc. | COHU | 774,899 | $11.4M | 0.63% |
| 32 | Quidel Corp | QDEL | 289,500 | $10.1M | 0.56% |
| 33 | Modine Manufacturing Co | 607828100 | 130,000 | $10.0M | 0.55% |
| 34 | Caleres Inc | CAL | 578,500 | $10.0M | 0.55% |
| 35 | Natera, Inc. | NTRA | 68,800 | $9.7M | 0.54% |
| 36 | Kratos Defense & Security Solutions, Inc. | 50077B207 | 311,200 | $9.2M | 0.51% |
| 37 | Insight Enterprises | NSIT | 54,000 | $8.1M | 0.45% |
| 38 | Nature`s Sunshine Products, Inc. | 639027101 | 608,200 | $7.6M | 0.42% |
| 39 | Ensign Group, Inc. | ENSG | 56,000 | $7.2M | 0.40% |
| 40 | Globus Medical Inc Cl A new | GMED | 96,200 | $7.0M | 0.39% |
| 41 | Enovis Corporation | ENOV | 180,000 | $6.9M | 0.38% |
| 42 | Integra Lifesciences Holdings Corp | IART | 300,000 | $6.6M | 0.37% |
| 43 | Semtech Corp | SMTC | 191,600 | $6.6M | 0.37% |
| 44 | TD SYNNEX Corporation | SNX | 61,942 | $6.4M | 0.36% |
| 45 | Onto Innovation Inc. | ONTO | 52,000 | $6.3M | 0.35% |
| 46 | Quidel Corp | QDEL | 180,000 | $6.3M | 0.35% |
| 47 | PTC Inc | PTC | 40,000 | $6.2M | 0.34% |
| 48 | Tactile Systems Technology | 87357P100 | 460,000 | $6.1M | 0.34% |
| 49 | Orthofix Medical Inc. | OFIX | 360,000 | $5.9M | 0.33% |
| 50 | Kadant Inc. | KAI | 17,400 | $5.9M | 0.33% |
| 51 | Enviri Corp | NVRI | 840,000 | $5.6M | 0.31% |
| 52 | Veeco Instruments | 922417100 | 270,000 | $5.4M | 0.30% |
| 53 | Builders Firstsource Inc | BLDR | 43,050 | $5.4M | 0.30% |
| 54 | Builders Firstsource Inc | BLDR | 42,700 | $5.3M | 0.30% |
| 55 | A10 Networks, Inc. | ATEN | 324,300 | $5.3M | 0.29% |
| 56 | Kulicke & Soffa Industries Inc. | 501242101 | 158,475 | $5.2M | 0.29% |
| 57 | Federal Signal Corp | FSS | 70,000 | $5.1M | 0.29% |
| 58 | Kforce, Inc. | KFRC | 103,525 | $5.1M | 0.28% |
| 59 | Kadant Inc. | KAI | 15,000 | $5.1M | 0.28% |
| 60 | Formfactor Inc | FORM | 175,500 | $5.0M | 0.28% |
| 61 | Axcelis Technologies Inc. | ACLS | 98,000 | $4.9M | 0.27% |
| 62 | Xerox Corp | XRXDW | 1,006,200 | $4.9M | 0.27% |
| 63 | Johnson & Johnson | JNJ | 28,700 | $4.8M | 0.26% |
| 64 | Marvell Technology Inc. | MRVL | 75,700 | $4.7M | 0.26% |
| 65 | WESCO International, Inc. | 95082P105 | 30,000 | $4.7M | 0.26% |
| 66 | MiMedx | MDXG | 600,000 | $4.6M | 0.25% |
| 67 | Smurfit Westrock L | SW | 98,180 | $4.4M | 0.25% |
| 68 | Natera, Inc. | NTRA | 31,000 | $4.4M | 0.24% |
| 69 | Axcelis Technologies Inc. | ACLS | 84,100 | $4.2M | 0.23% |
| 70 | Garmin LTD | GRMN | 19,075 | $4.1M | 0.23% |
| 71 | Boise Cascade Company | BCC | 42,000 | $4.1M | 0.23% |
| 72 | Sensient Technologies Corp | SXT | 54,750 | $4.1M | 0.23% |
| 73 | J Jill Group | JILL | 203,862 | $4.0M | 0.22% |
| 74 | Revvity Inc. | RVTY | 37,500 | $4.0M | 0.22% |
| 75 | Ribbon Communications Inc | RBBN | 1,000,000 | $3.9M | 0.22% |
| 76 | Jabil Inc | JBL | 27,400 | $3.7M | 0.21% |
| 77 | Addus homeCare Corporation | ADUS | 37,500 | $3.7M | 0.21% |
| 78 | Extreme Networks | EXTR | 280,000 | $3.7M | 0.21% |
| 79 | SI-Bone, Inc. | SIBN | 260,000 | $3.6M | 0.20% |
| 80 | Mid America Apartment Communities | 59522J103 | 20,800 | $3.5M | 0.19% |
| 81 | Formfactor Inc | FORM | 120,000 | $3.4M | 0.19% |
| 82 | Zurn Water Solutions Corp | 98983L108 | 102,300 | $3.4M | 0.19% |
| 83 | NN, Inc. | NNBR | 1,474,300 | $3.3M | 0.19% |
| 84 | Orthopediatrics Corp | KIDS | 134,000 | $3.3M | 0.18% |
| 85 | Cerence Inc. | CRNC | 400,000 | $3.2M | 0.18% |
| 86 | Best Buy Co | BBY | 41,900 | $3.1M | 0.17% |
| 87 | Concentrix Corp | CNXC | 53,900 | $3.0M | 0.17% |
| 88 | American Woodmark Corporation | AMWD | 50,000 | $2.9M | 0.16% |
| 89 | Cohu Inc. | COHU | 192,650 | $2.8M | 0.16% |
| 90 | Carpenter Technology Corp | CRS | 15,600 | $2.8M | 0.16% |
| 91 | Teradyne Inc | TER | 33,650 | $2.8M | 0.15% |
| 92 | Penguin Solutions Inc | PENG | 160,000 | $2.8M | 0.15% |
| 93 | Caleres Inc | CAL | 160,000 | $2.8M | 0.15% |
| 94 | Pennant Group Inc. | PNTG | 100,000 | $2.5M | 0.14% |
| 95 | Calix Inc | CALX | 70,000 | $2.5M | 0.14% |
| 96 | Citi Trends, Inc. | CTRN | 107,028 | $2.4M | 0.13% |
| 97 | Progress Software Corp | 743312100 | 43,000 | $2.2M | 0.12% |
| 98 | TD SYNNEX Corporation | SNX | 20,832 | $2.2M | 0.12% |
| 99 | Ultra Clean Holdings Inc | UCTT | 100,000 | $2.1M | 0.12% |
| 100 | Nature`s Sunshine Products, Inc. | 639027101 | 160,000 | $2.0M | 0.11% |
| 101 | Atricure Inc | ATRC | 62,200 | $2.0M | 0.11% |
| 102 | Zumiez, Inc. | ZUMZ | 133,000 | $2.0M | 0.11% |
| 103 | Atricure Inc | ATRC | 60,900 | $2.0M | 0.11% |
| 104 | Colgate-Palmolive | CL | 19,800 | $1.9M | 0.10% |
| 105 | Arlo Technologies, Inc. | ARLO | 187,600 | $1.9M | 0.10% |
| 106 | NN, Inc. | NNBR | 800,000 | $1.8M | 0.10% |
| 107 | Neogen Corporation | NEOG | 205,100 | $1.8M | 0.10% |
| 108 | Qorvo Inc. | QRVO | 24,500 | $1.8M | 0.10% |
| 109 | Gen Digital Inc | GENVR | 66,000 | $1.8M | 0.10% |
| 110 | Masimo Corp | MASI | 10,200 | $1.7M | 0.09% |
| 111 | A10 Networks, Inc. | ATEN | 103,500 | $1.7M | 0.09% |
| 112 | Amer Eagle Outfitters | AEO | 142,900 | $1.7M | 0.09% |
| 113 | Lumentum Holdings Inc. | LITE | 24,600 | $1.5M | 0.09% |
| 114 | Arlo Technologies, Inc. | ARLO | 149,200 | $1.5M | 0.08% |
| 115 | PACS Group, Inc. | PACS | 130,000 | $1.5M | 0.08% |
| 116 | Addus homeCare Corporation | ADUS | 14,770 | $1.5M | 0.08% |
| 117 | MaxLinear, Inc | MXL | 133,800 | $1.5M | 0.08% |
| 118 | Integer Holdings | ITGR | 12,200 | $1.4M | 0.08% |
| 119 | AVIAT NETWORKS INC COM NEW | AVNW | 73,963 | $1.4M | 0.08% |
| 120 | Azenta Inc | AZTA | 40,700 | $1.4M | 0.08% |
| 121 | Regal Rexnord Corporation | RRX | 12,200 | $1.4M | 0.08% |
| 122 | Radnet Inc | RDNT | 27,700 | $1.4M | 0.08% |
| 123 | EnerSys | ENS | 15,000 | $1.4M | 0.08% |
| 124 | First Merchants Corporation | FRMEP | 32,000 | $1.3M | 0.07% |
| 125 | GATX Corp | GATX | 8,300 | $1.3M | 0.07% |
| 126 | Teradyne Inc | TER | 15,000 | $1.2M | 0.07% |
| 127 | Pure Storage, Inc. Class A | 74624M102 | 27,000 | $1.2M | 0.07% |
| 128 | Integer Holdings | ITGR | 9,900 | $1.2M | 0.06% |
| 129 | Xerox Corp | XRXDW | 240,000 | $1.2M | 0.06% |
| 130 | PACS Group, Inc. | PACS | 100,000 | $1.1M | 0.06% |
| 131 | Radnet Inc | RDNT | 21,900 | $1.1M | 0.06% |
| 132 | Intl Business Machines | INTR | 4,300 | $1.1M | 0.06% |
| 133 | Entegris Inc | ENTG | 12,000 | $1.0M | 0.06% |
| 134 | Abbott Laboratories | ABLZF | 7,900 | $1.0M | 0.06% |
| 135 | Kelly Services Inc Class A | BEKE | 77,625 | $1.0M | 0.06% |
| 136 | ATI Inc. | ATI | 18,000 | $936,540 | 0.05% |
| 137 | MYR Group Inc. | MYRG | 8,000 | $904,720 | 0.05% |
| 138 | Orthopediatrics Corp | KIDS | 36,700 | $903,921 | 0.05% |
| 139 | TTM Technologies, Inc. | TTMI | 43,500 | $892,185 | 0.05% |
| 140 | Cigna Corp New | 125523100 | 2,600 | $855,400 | 0.05% |
| 141 | American Financial Group | 025932104 | 6,450 | $847,143 | 0.05% |
| 142 | Cross Country Healthcare, Inc. | 227483104 | 55,000 | $818,950 | 0.05% |
| 143 | Hooker Furnishings Corporation | HOFT | 80,000 | $803,200 | 0.04% |
| 144 | Skyworks Solutions, Inc. | SWKS | 12,300 | $794,949 | 0.04% |
| 145 | Fabrinet | FN | 4,000 | $790,040 | 0.04% |
| 146 | Cross Country Healthcare, Inc. | 227483104 | 52,700 | $784,703 | 0.04% |
| 147 | Renasant Corporation | RNST | 22,000 | $746,460 | 0.04% |
| 148 | Adtran Inc | ADTN | 80,000 | $697,600 | 0.04% |
| 149 | TTEC Holdings Inc | TTEC | 200,000 | $658,000 | 0.04% |
| 150 | Halozyme Therapeutics, Inc. | HALO | 10,000 | $638,100 | 0.04% |
| 151 | Bristol-Myers Squibb | CELG-RI | 10,100 | $615,999 | 0.03% |
| 152 | Lumentum Holdings Inc. | LITE | 9,000 | $561,060 | 0.03% |
| 153 | Owens and Minor, Inc. | 690732102 | 60,000 | $541,800 | 0.03% |
| 154 | Hillenbrand Inc | 431571108 | 21,800 | $526,252 | 0.03% |
| 155 | Procter & Gamble | 742718109 | 3,000 | $511,260 | 0.03% |
| 156 | CDW Corporation | CDW | 3,000 | $480,780 | 0.03% |
| 157 | Edwards Lifesciences Corporation | EW | 6,500 | $471,120 | 0.03% |
| 158 | Neogen Corporation | NEOG | 52,000 | $450,840 | 0.03% |
| 159 | Pfizer, Inc | PFE | 17,000 | $430,780 | 0.02% |
| 160 | Kulicke & Soffa Industries Inc. | 501242101 | 12,850 | $423,793 | 0.02% |
| 161 | Gentherm Inc | THRM | 15,000 | $401,100 | 0.02% |
| 162 | Fidelity National Financial | FNF | 5,900 | $383,972 | 0.02% |
| 163 | Banner Corp New | BANR | 6,000 | $382,620 | 0.02% |
| 164 | Build-A-Bear Workshop, Inc. | BBW | 10,000 | $371,700 | 0.02% |
| 165 | Viemed Healthcare Inc. | VMD | 50,000 | $364,000 | 0.02% |
| 166 | National Bank Hldgs Corp Cl A | 633707104 | 9,000 | $344,430 | 0.02% |
| 167 | Cambium Networks Corporation | CMBMF | 468,400 | $330,456 | 0.02% |
| 168 | Hewlett Packard Enterprises Company | HPE-PC | 20,000 | $308,600 | 0.02% |
| 169 | Applied Materials | 038222105 | 2,000 | $290,240 | 0.02% |
| 170 | Primoris Services Corp | 74164F103 | 5,000 | $287,050 | 0.02% |
| 171 | Ziff-Davis Inc | ZD | 7,200 | $270,576 | 0.02% |
| 172 | Air Transport Services Group | AIIR | 12,000 | $269,280 | 0.01% |
| 173 | Standard BioTools Inc. | LAB | 248,400 | $268,272 | 0.01% |
| 174 | PepsiCo Inc | PEP | 1,700 | $254,898 | 0.01% |
| 175 | TELA Bio, Inc. | TELA | 200,000 | $244,000 | 0.01% |
| 176 | Conduent Inc | CNDT | 80,000 | $216,000 | 0.01% |
| 177 | Harrow Inc. | HROW | 8,000 | $212,800 | 0.01% |
| 178 | EMCOR Group, Inc. | EME | 575 | $212,537 | 0.01% |
| 179 | TTM Technologies, Inc. | TTMI | 10,000 | $205,100 | 0.01% |
| 180 | Masimo Corp | MASI | 1,153 | $192,090 | 0.01% |
| 181 | Azenta Inc | AZTA | 4,300 | $148,952 | 0.01% |
| 182 | Mid America Apartment Communities | 59522J103 | 815 | $136,578 | 0.01% |
| 183 | Marvell Technology Inc. | MRVL | 2,200 | $135,454 | 0.01% |
| 184 | Boise Cascade Company | BCC | 1,375 | $134,874 | 0.01% |
| 185 | Codexis, Inc. | CDXS | 50,000 | $134,500 | 0.01% |
| 186 | Progress Software Corp | 743312100 | 2,300 | $118,473 | 0.01% |
| 187 | GATX Corp | GATX | 750 | $116,453 | 0.01% |
| 188 | Designer Brands Inc. CL A | DBI | 30,400 | $110,960 | 0.01% |
| 189 | Revvity Inc. | RVTY | 950 | $100,510 | 0.01% |
| 190 | Qorvo Inc. | QRVO | 1,380 | $99,926 | 0.01% |
| 191 | Kforce, Inc. | KFRC | 1,600 | $78,224 | 0.00% |
| 192 | Sensient Technologies Corp | SXT | 925 | $68,848 | 0.00% |
| 193 | Amer Eagle Outfitters | AEO | 3,875 | $45,028 | 0.00% |
| 194 | Ziff-Davis Inc | ZD | 1,150 | $43,217 | 0.00% |
| 195 | Hillenbrand Inc | 431571108 | 1,500 | $36,210 | 0.00% |