13F HOLDINGS REPORT
Palisades Investment Partners, LLC
Quarter ended Q4 2025 · Filed January 20, 2026 · Accession 0001427373-26-000001
Total Value
$264.7M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | STERLING INFRASTRUCTURE INC | STRL | 97,505 | $29.9M | 11.28% |
| 2 | SPX TECHNOLOGIES INC | SPXC | 115,188 | $23.0M | 8.71% |
| 3 | GENEDX HOLDINGS CORP | WGSWW | 87,164 | $11.3M | 4.28% |
| 4 | KRYSTAL BIOTECH INC | KRYS | 42,765 | $10.5M | 3.98% |
| 5 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 119,375 | $9.8M | 3.70% |
| 6 | MEDPACE HLDGS INC | MEDP | 16,274 | $9.1M | 3.45% |
| 7 | ENOVA INTL INC | 29357K103 | 55,856 | $8.8M | 3.32% |
| 8 | UFP TECHNOLOGIES INC | UFPT | 35,111 | $7.8M | 2.94% |
| 9 | ISHARES TR | 464287655 | 31,650 | $7.8M | 2.94% |
| 10 | INTAPP INC | INTA | 167,499 | $7.7M | 2.90% |
| 11 | ITRON INC | ITRI | 75,006 | $7.0M | 2.63% |
| 12 | PARK AEROSPACE CORP | PKE | 321,745 | $6.9M | 2.59% |
| 13 | VERACYTE INC | VCYT | 162,043 | $6.8M | 2.58% |
| 14 | CORMEDIX INC | CRMD | 576,759 | $6.7M | 2.53% |
| 15 | INTUITIVE MACHINES INC | LUNR | 406,999 | $6.6M | 2.50% |
| 16 | PAYMENTUS HOLDINGS INC | PAY | 200,471 | $6.3M | 2.39% |
| 17 | ROOT INC | ROOT | 83,302 | $6.0M | 2.27% |
| 18 | BADGER METER INC | BMI | 33,945 | $5.9M | 2.24% |
| 19 | MUELLER WTR PRODS INC | 624758108 | 242,350 | $5.8M | 2.18% |
| 20 | MOELIS & CO | MC | 77,940 | $5.4M | 2.02% |
| 21 | IES HLDGS INC | IESC | 13,642 | $5.3M | 2.00% |
| 22 | TRAVERE THERAPEUTICS INC | TVTX | 137,768 | $5.3M | 1.99% |
| 23 | PAYSIGN INC | PAYS | 924,373 | $4.8M | 1.80% |
| 24 | INNOVATIVE SOLUTIONS & SUPPO | ISSC | 239,276 | $4.5M | 1.71% |
| 25 | SPS COMM INC | SPSC | 50,192 | $4.5M | 1.69% |
| 26 | FINANCIAL INSTNS INC | 317585404 | 140,942 | $4.4M | 1.67% |
| 27 | AMERICAN SUPERCONDUCTOR CORP | AMSC | 144,209 | $4.2M | 1.57% |
| 28 | FIRST FINL BANCORP OH | 320209109 | 153,296 | $3.8M | 1.45% |
| 29 | STIFEL FINL CORP | 860630102 | 30,177 | $3.8M | 1.43% |
| 30 | M-TRON INDS INC | 55380K109 | 66,751 | $3.6M | 1.34% |
| 31 | OTTER TAIL CORP | OTTR | 40,891 | $3.3M | 1.25% |
| 32 | ONTO INNOVATION INC | ONTO | 20,633 | $3.3M | 1.23% |
| 33 | WILLIS LEASE FIN CORP | WLFC | 21,188 | $2.9M | 1.09% |
| 34 | DELCATH SYS INC | DCTH | 267,138 | $2.7M | 1.02% |
| 35 | REMITLY GLOBAL INC | RELY | 179,498 | $2.5M | 0.94% |
| 36 | KINGSTONE COS INC | 496719105 | 141,706 | $2.4M | 0.90% |
| 37 | UFP INDUSTRIES INC | UFPI | 23,294 | $2.1M | 0.80% |
| 38 | FIRSTCASH HOLDINGS INC | FCFS | 13,139 | $2.1M | 0.79% |
| 39 | TECOGEN INC NEW | TGEN | 390,212 | $1.9M | 0.73% |
| 40 | ARTESIAN RES CORP | ARTNB | 52,868 | $1.7M | 0.63% |
| 41 | EURONET WORLDWIDE INC | EEFT | 15,815 | $1.2M | 0.45% |
| 42 | FRP HLDGS INC | FRPH | 46,454 | $1.1M | 0.40% |
| 43 | ARGAN INC | AGX | 3,199 | $1.0M | 0.38% |
| 44 | FOUR CORNERS PPTY TR INC | 35086T109 | 31,879 | $746,557 | 0.28% |
| 45 | ISHARES TR | 464287648 | 2,308 | $745,507 | 0.28% |
| 46 | CAMTEK LTD | CAMT | 6,927 | $736,652 | 0.28% |
| 47 | INNODATA INC | INOD | 7,708 | $392,723 | 0.15% |
| 48 | LEMAITRE VASCULAR INC | LMAT | 3,924 | $318,236 | 0.12% |
| 49 | TSS INC DEL | TSSI | 31,195 | $220,549 | 0.08% |
| 50 | FINANCE OF AMERICA COMPAN | FOA | 8,311 | $201,209 | 0.08% |
| 51 | ARDELYX INC | ARDX | 10,147 | $59,157 | 0.02% |