13F HOLDINGS REPORT
Palisades Investment Partners, LLC
Quarter ended Q2 2025 · Filed July 17, 2025 · Accession 0001427373-25-000009
Total Value
$228.7M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | STERLING INFRASTRUCTURE INC | STRL | 98,728 | $22.8M | 9.96% |
| 2 | INNODATA INC | INOD | 368,852 | $18.9M | 8.26% |
| 3 | SPX TECHNOLOGIES INC | SPXC | 111,008 | $18.6M | 8.14% |
| 4 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 116,723 | $11.4M | 5.00% |
| 5 | ITRON INC | ITRI | 73,563 | $9.7M | 4.23% |
| 6 | INTAPP INC | INTA | 164,059 | $8.5M | 3.70% |
| 7 | UFP TECHNOLOGIES INC | UFPT | 34,503 | $8.4M | 3.68% |
| 8 | BADGER METER INC | BMI | 33,669 | $8.2M | 3.61% |
| 9 | GENEDX HOLDINGS CORP | WGSWW | 82,975 | $7.7M | 3.35% |
| 10 | ADMA BIOLOGICS INC | ADMA | 398,647 | $7.3M | 3.17% |
| 11 | CORMEDIX INC | CRMD | 562,527 | $6.9M | 3.03% |
| 12 | SPS COMM INC | SPSC | 48,913 | $6.7M | 2.91% |
| 13 | PAYMENTUS HOLDINGS INC | PAY | 195,036 | $6.4M | 2.79% |
| 14 | SPRINGWORKS THERAPEUTICS INC | 85205L107 | 132,555 | $6.2M | 2.72% |
| 15 | ENOVA INTL INC | 29357K103 | 54,475 | $6.1M | 2.66% |
| 16 | MUELLER WTR PRODS INC | 624758108 | 235,398 | $5.7M | 2.47% |
| 17 | KRYSTAL BIOTECH INC | KRYS | 40,203 | $5.5M | 2.42% |
| 18 | AMERICAN SUPERCONDUCTOR CORP | AMSC | 140,498 | $5.2M | 2.25% |
| 19 | MEDPACE HLDGS INC | MEDP | 15,757 | $4.9M | 2.16% |
| 20 | MOELIS & CO | MC | 76,002 | $4.7M | 2.07% |
| 21 | VERACYTE INC | VCYT | 162,408 | $4.4M | 1.92% |
| 22 | INTUITIVE MACHINES INC | LUNR | 391,240 | $4.3M | 1.86% |
| 23 | DELCATH SYS INC | DCTH | 270,310 | $3.7M | 1.61% |
| 24 | FIRST FINL BANCORP OH | 320209109 | 149,198 | $3.6M | 1.58% |
| 25 | FINANCIAL INSTNS INC | 317585404 | 136,916 | $3.5M | 1.54% |
| 26 | REMITLY GLOBAL INC | RELY | 176,482 | $3.3M | 1.45% |
| 27 | OTTER TAIL CORP | OTTR | 40,191 | $3.1M | 1.35% |
| 28 | STIFEL FINL CORP | 860630102 | 29,341 | $3.0M | 1.33% |
| 29 | WILLIS LEASE FIN CORP | WLFC | 20,659 | $2.9M | 1.29% |
| 30 | M-TRON INDS INC | 55380K109 | 62,088 | $2.6M | 1.14% |
| 31 | UFP INDUSTRIES INC | UFPI | 22,547 | $2.2M | 0.98% |
| 32 | KINGSTONE COS INC | 496719105 | 139,592 | $2.2M | 0.94% |
| 33 | ARDELYX INC | ARDX | 521,240 | $2.0M | 0.89% |
| 34 | ONTO INNOVATION INC | ONTO | 20,122 | $2.0M | 0.89% |
| 35 | FIRSTCASH HOLDINGS INC | FCFS | 12,930 | $1.7M | 0.76% |
| 36 | ARTESIAN RES CORP | ARTNB | 51,486 | $1.7M | 0.76% |
| 37 | FRP HLDGS INC | FRPH | 45,398 | $1.2M | 0.53% |
| 38 | FOUR CORNERS PPTY TR INC | 35086T109 | 31,137 | $837,897 | 0.37% |
| 39 | CAMTEK LTD | CAMT | 6,015 | $508,628 | 0.22% |