Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PARADIGM CAPITAL MANAGEMENT INC/NY (CIK 1037792) reported $2.61B across 112 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MOD ($315.4M, 12.07%), FN ($276.7M, 10.58%), AVGO ($250.4M, 9.58%), ONTO ($226.1M, 8.65%), JBL ($145.5M, 5.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MOD | Modine Manufacturing Co | $315.4M | 12.07% | 1.5M | Trimmed |
| 2 | FN | Fabrinet | $276.7M | 10.58% | 530,500 | Hold |
| 3 | AVGO | Broadcom Ltd | $250.4M | 9.58% | 809,000 | Hold |
| 4 | ONTO | Onto Innovation Inc. | $226.1M | 8.65% | 1.1M | Trimmed |
| 5 | JBL | Jabil Inc | $145.5M | 5.57% | 547,900 | Trimmed |
| 6 | DCO | Ducommun Inc | $94.0M | 3.60% | 770,500 | Hold |
| 7 | EXTR | Extreme Networks | $78.9M | 3.02% | 5.2M | Added |
| 8 | ENS | EnerSys | $76.8M | 2.94% | 441,900 | Trimmed |
| 9 | VECO | Veeco Instruments | $73.5M | 2.81% | 2.2M | Trimmed |
| 10 | GMED | Globus Medical Inc Cl A new | $70.8M | 2.71% | 822,299 | Trimmed |
| 11 | ENSG | Ensign Group, Inc. | $68.9M | 2.64% | 342,099 | Trimmed |
| 12 | NSIT | Insight Enterprises | $64.1M | 2.45% | 955,933 | Added |
| 13 | ENTG | Entegris Inc | $61.4M | 2.35% | 523,700 | Trimmed |
| 14 | NVRI | Enviri Corp | $43.8M | 1.68% | 2.2M | Trimmed |
| 15 | PNTG | Pennant Group Inc. | $42.9M | 1.64% | 1.4M | Trimmed |
| 16 | ENOV | Enovis Corporation | $40.4M | 1.55% | 1.8M | Added |
| 17 | OFIX | Orthofix Medical Inc. | $37.9M | 1.45% | 3.3M | Hold |
| 18 | IART | Integra Lifesciences Holdings Corp | $37.8M | 1.45% | 4.0M | Added |
| 19 | UCTT | Ultra Clean Holdings Inc | $37.8M | 1.45% | 608,200 | Hold |
| 20 | CALX | Calix Inc | $37.6M | 1.44% | 768,200 | Added |
| 21 | XRAY | Dentsply Sirona, Inc. | $34.5M | 1.32% | 3.0M | Added |
| 22 | PENG | Penguin Solutions Inc | $28.2M | 1.08% | 1.6M | Added |
| 23 | QDEL | Quidel Corp | $25.1M | 0.96% | 1.5M | Added |
| 24 | LITE | Lumentum Holdings Inc. | $23.6M | 0.90% | 33,600 | Hold |
| 25 | COHU | Cohu Inc. | $19.1M | 0.73% | 623,852 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31