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.
Paradoxiom Capital L.P. (CIK 2028104) reported $154.1M across 31 reported positions in its SEC 13F filing for 2025-03-31. Largest positions: BA ($9.5M, 6.18%), FLS ($9.5M, 6.17%), WWD ($8.9M, 5.79%), RTX ($8.6M, 5.56%), PSN ($8.1M, 5.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BA | BOEING CO | $9.5M | 6.18% | 55,832 | Trimmed |
| 2 | FLS | FLOWSERVE CORP | $9.5M | 6.17% | 194,751 | Added |
| 3 | WWD | WOODWARD INC | $8.9M | 5.79% | 48,866 | New |
| 4 | RTX | RTX CORPORATION | $8.6M | 5.56% | 64,696 | New |
| 5 | PSN | PARSONS CORP DEL | $8.1M | 5.29% | 137,561 | Added |
| 6 | ALLE | ALLEGION PLC | $7.6M | 4.91% | 58,033 | New |
| 7 | HON | HONEYWELL INTL INC | $7.3M | 4.75% | 34,588 | Added |
| 8 | AOS | SMITH A O CORP | $7.1M | 4.59% | 108,191 | Added |
| 9 | DOV | DOVER CORP | $5.5M | 3.55% | 31,106 | New |
| 10 | MTZ | MASTEC INC | $4.8M | 3.11% | 41,093 | Trimmed |
| 11 | FTV | FORTIVE CORP | $4.5M | 2.93% | 61,671 | New |
| 12 | FTAI | FTAI AVIATION LTD | $4.3M | 2.77% | 38,456 | New |
| 13 | HRI | HERC HLDGS INC | $4.2M | 2.75% | 31,608 | Trimmed |
| 14 | TTEK | TETRA TECH INC NEW | $4.1M | 2.68% | 140,955 | New |
| 15 | VRT | VERTIV HOLDINGS CO | $4.1M | 2.63% | 56,196 | New |
| 16 | GEV | GE VERNOVA INC | $4.0M | 2.59% | 13,079 | Trimmed |
| 17 | XPO | XPO INC | $4.0M | 2.56% | 36,734 | New |
| 18 | TSLA | TESLA INC | $3.7M | 2.43% | 14,447 | New |
| 19 | FLR | FLUOR CORP NEW | $3.7M | 2.43% | 104,559 | Trimmed |
| 20 | OSK | OSHKOSH CORP | $3.7M | 2.42% | 39,577 | Added |
| 21 | UAL | UNITED AIRLS HLDGS INC | $3.7M | 2.41% | 53,880 | Trimmed |
| 22 | TFII | TFI INTL INC | $3.7M | 2.41% | 47,922 | New |
| 23 | ALK | ALASKA AIR GROUP INC | $3.7M | 2.40% | 75,189 | Trimmed |
| 24 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $3.7M | 2.39% | 84,559 | New |
| 25 | CMI | CUMMINS INC | $3.7M | 2.38% | 11,677 | Trimmed |
Source: SEC Form 13F filings · as of 2025-03-31