13F HOLDINGS REPORT
Palisades Investment Partners, LLC
Quarter ended Q3 2025 · Filed October 30, 2025 · Accession 0001427373-25-000010
Total Value
$254.7M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | STERLING INFRASTRUCTURE INC | STRL | 95,800 | $32.5M | 12.78% |
| 2 | SPX TECHNOLOGIES INC | SPXC | 112,439 | $21.0M | 8.25% |
| 3 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 117,464 | $11.0M | 4.32% |
| 4 | ISHARES TR | 464287655 | 40,433 | $9.8M | 3.84% |
| 5 | ITRON INC | ITRI | 73,647 | $9.2M | 3.60% |
| 6 | GENEDX HOLDINGS CORP | WGSWW | 84,743 | $9.1M | 3.58% |
| 7 | AMERICAN SUPERCONDUCTOR CORP | AMSC | 141,109 | $8.4M | 3.29% |
| 8 | MEDPACE HLDGS INC | MEDP | 15,892 | $8.2M | 3.21% |
| 9 | ROOT INC | ROOT | 81,716 | $7.3M | 2.87% |
| 10 | KRYSTAL BIOTECH INC | KRYS | 41,389 | $7.3M | 2.87% |
| 11 | UFP TECHNOLOGIES INC | UFPT | 34,660 | $6.9M | 2.72% |
| 12 | INTAPP INC | INTA | 165,053 | $6.8M | 2.65% |
| 13 | CORMEDIX INC | CRMD | 564,106 | $6.6M | 2.58% |
| 14 | ENOVA INTL INC | 29357K103 | 54,619 | $6.3M | 2.47% |
| 15 | BADGER METER INC | BMI | 34,186 | $6.1M | 2.40% |
| 16 | MUELLER WTR PRODS INC | 624758108 | 236,456 | $6.0M | 2.37% |
| 17 | PAYMENTUS HOLDINGS INC | PAY | 195,998 | $6.0M | 2.35% |
| 18 | PARK AEROSPACE CORP | PKE | 290,253 | $5.9M | 2.32% |
| 19 | PAYSIGN INC | PAYS | 897,634 | $5.6M | 2.22% |
| 20 | MOELIS & CO | MC | 76,337 | $5.4M | 2.14% |
| 21 | VERACYTE INC | VCYT | 158,143 | $5.4M | 2.13% |
| 22 | IES HLDGS INC | IESC | 13,314 | $5.3M | 2.08% |
| 23 | SPS COMM INC | SPSC | 49,137 | $5.1M | 2.01% |
| 24 | INTUITIVE MACHINES INC | LUNR | 398,571 | $4.2M | 1.65% |
| 25 | FIRST FINL BANCORP OH | 320209109 | 149,854 | $3.8M | 1.49% |
| 26 | FINANCIAL INSTNS INC | 317585404 | 137,522 | $3.8M | 1.48% |
| 27 | M-TRON INDS INC | 55380K109 | 62,359 | $3.5M | 1.36% |
| 28 | STIFEL FINL CORP | 860630102 | 29,475 | $3.3M | 1.31% |
| 29 | TECOGEN INC NEW | TGEN | 376,594 | $3.3M | 1.30% |
| 30 | OTTER TAIL CORP | OTTR | 40,191 | $3.3M | 1.29% |
| 31 | INNOVATIVE SOLUTIONS & SUPPO | ISSC | 234,323 | $2.9M | 1.15% |
| 32 | REMITLY GLOBAL INC | RELY | 176,900 | $2.9M | 1.13% |
| 33 | WILLIS LEASE FIN CORP | WLFC | 20,753 | $2.8M | 1.12% |
| 34 | DELCATH SYS INC | DCTH | 262,942 | $2.8M | 1.11% |
| 35 | ONTO INNOVATION INC | ONTO | 20,206 | $2.6M | 1.03% |
| 36 | UFP INDUSTRIES INC | UFPI | 22,637 | $2.1M | 0.83% |
| 37 | KINGSTONE COS INC | 496719105 | 139,824 | $2.1M | 0.81% |
| 38 | FIRSTCASH HOLDINGS INC | FCFS | 12,930 | $2.0M | 0.80% |
| 39 | ARTESIAN RES CORP | ARTNB | 51,718 | $1.7M | 0.66% |
| 40 | CORECARD CORPORATION | 45816D100 | 50,329 | $1.4M | 0.53% |
| 41 | FRP HLDGS INC | FRPH | 45,591 | $1.1M | 0.44% |
| 42 | FOUR CORNERS PPTY TR INC | 35086T109 | 31,226 | $772,276 | 0.30% |
| 43 | ARGAN INC | AGX | 2,820 | $761,541 | 0.30% |
| 44 | CAMTEK LTD | CAMT | 6,299 | $661,710 | 0.26% |
| 45 | INNODATA INC | INOD | 7,708 | $594,056 | 0.23% |
| 46 | TSS INC DEL | TSSI | 27,926 | $505,755 | 0.20% |
| 47 | LEMAITRE VASCULAR INC | LMAT | 3,465 | $303,228 | 0.12% |
| 48 | M-TRON INDS INC | 55380K125 | 65,856 | $115,063 | 0.05% |
| 49 | ARDELYX INC | ARDX | 10,147 | $55,910 | 0.02% |