PARADIGM CAPITAL MANAGEMENT INC/NY
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| Fabrinet | 530,500 | 530,500 | 0 | 193,430,910 | 241,526,040 | +48,095,130 |
| Onto Innovation Inc. | 1,112,839 | 1,125,838 | +12,999 | 143,801,056 | 177,724,787 | +33,923,731 |
| Globus Medical Inc Cl A new | 946,800 | 945,799 | -1,001 | 54,223,236 | 82,577,711 | +28,354,475 |
| EnerSys | 465,800 | 465,800 | 0 | 52,616,768 | 68,356,150 | +15,739,382 |
| Dentsply Sirona, Inc. | 942,251 | 2,398,500 | +1,456,249 | 11,957,165 | 27,414,855 | +15,457,690 |
| Enviri Corp | 3,793,300 | 3,544,698 | -248,602 | 48,136,977 | 63,520,988 | +15,384,011 |
| Broadcom Ltd | 809,000 | 809,000 | 0 | 266,897,190 | 279,994,900 | +13,097,710 |
| MaxLinear, Inc | 126,125 | 861,000 | +734,875 | 2,028,090 | 15,007,230 | +12,979,140 |
| Helen of Troy Limited | 0 | 564,200 | +564,200 | 0 | 11,989,250 | +11,989,250 |
| Adtran Inc | 180,000 | 1,129,909 | +949,909 | 1,688,400 | 9,818,909 | +8,130,509 |
| Lumentum Holdings Inc. | 33,600 | 33,600 | 0 | 5,467,056 | 12,384,624 | +6,917,568 |
| Natera, Inc. | 90,400 | 90,400 | 0 | 14,551,688 | 20,709,736 | +6,158,048 |
| Jabil Inc | 557,900 | 557,900 | 0 | 121,159,143 | 127,212,358 | +6,053,215 |
| TruBridge, Inc. | 122,856 | 339,000 | +216,144 | 2,478,006 | 7,481,730 | +5,003,724 |
| Cohu Inc. | 814,899 | 914,897 | +99,998 | 16,566,897 | 21,289,653 | +4,722,756 |
| Bath & Body Works, Inc. | 0 | 200,000 | +200,000 | 0 | 4,016,000 | +4,016,000 |
| Pennant Group Inc. | 1,424,800 | 1,412,800 | -12,000 | 35,933,456 | 39,770,320 | +3,836,864 |
| Teradyne Inc | 48,650 | 48,650 | 0 | 6,696,186 | 9,416,694 | +2,720,508 |
| Caleres Inc | 655,444 | 911,599 | +256,155 | 8,546,990 | 11,094,160 | +2,547,170 |
| SI-Bone, Inc. | 563,531 | 528,200 | -35,331 | 8,295,176 | 10,416,104 | +2,120,928 |
| Orthofix Medical Inc. | 3,344,500 | 3,304,899 | -39,601 | 48,963,480 | 50,102,269 | +1,138,789 |
| AngioDynamics, Inc. | 678,200 | 678,200 | 0 | 7,575,494 | 8,708,088 | +1,132,594 |
| Zumiez, Inc. | 578,200 | 478,200 | -100,000 | 11,338,502 | 12,457,110 | +1,118,608 |
| Carpenter Technology Corp | 15,600 | 15,600 | 0 | 3,830,424 | 4,911,504 | +1,081,080 |
| WESCO International, Inc. | 30,000 | 30,000 | 0 | 6,345,000 | 7,339,200 | +994,200 |
| Kulicke & Soffa Industries Inc. | 171,325 | 171,325 | 0 | 6,962,648 | 7,805,567 | +842,919 |
| Amer Eagle Outfitters | 84,775 | 84,775 | 0 | 1,450,500 | 2,235,517 | +785,017 |
| ATI Inc. | 18,000 | 18,000 | 0 | 1,464,120 | 2,065,680 | +601,560 |
| Johnson & Johnson | 27,200 | 27,200 | 0 | 5,043,424 | 5,629,040 | +585,616 |
| Atricure Inc | 123,100 | 123,100 | 0 | 4,339,275 | 4,869,836 | +530,561 |
| TTM Technologies, Inc. | 43,500 | 43,500 | 0 | 2,505,600 | 3,001,500 | +495,900 |
| Ensign Group, Inc. | 344,100 | 344,099 | -1 | 59,450,157 | 59,942,046 | +491,889 |
| Revvity Inc. | 38,450 | 38,450 | 0 | 3,370,143 | 3,720,038 | +349,895 |
| Azenta Inc | 40,900 | 40,900 | 0 | 1,174,648 | 1,360,334 | +185,686 |
| Outset Med Inc | 0 | 40,000 | +40,000 | 0 | 148,400 | +148,400 |
| Applied Materials | 2,000 | 2,000 | 0 | 409,480 | 513,980 | +104,500 |
| MYR Group Inc. | 8,000 | 8,000 | 0 | 1,664,240 | 1,748,000 | +83,760 |
| Tactile Systems Technology | 1,538,400 | 736,599 | -801,801 | 21,291,456 | 21,361,371 | +69,915 |
| Neogen Corporation | 52,000 | 52,000 | 0 | 296,920 | 363,480 | +66,560 |
| Marvell Technology Inc. | 71,600 | 71,600 | 0 | 6,019,412 | 6,084,568 | +65,156 |
| Bristol-Myers Squibb | 5,100 | 5,100 | 0 | 230,010 | 275,094 | +45,084 |
| Intl Business Machines | 2,900 | 2,900 | 0 | 818,264 | 859,009 | +40,745 |
| Gentherm Inc | 15,000 | 15,000 | 0 | 510,900 | 545,550 | +34,650 |
| Edwards Lifesciences Corporation | 4,400 | 4,400 | 0 | 342,188 | 375,100 | +32,912 |
| Nova Measuring Instruments Ltd | 1,000 | 1,000 | 0 | 319,660 | 328,390 | +8,730 |
| Sensient Technologies Corp | 51,475 | 51,475 | 0 | 4,830,929 | 4,836,077 | +5,148 |
| PepsiCo Inc | 1,500 | 1,500 | 0 | 210,660 | 215,280 | +4,620 |
| National Bank Hldgs Corp Cl A | 9,000 | 9,000 | 0 | 347,760 | 342,090 | -5,670 |
| Pfizer, Inc | 11,400 | 11,400 | 0 | 290,472 | 283,860 | -6,612 |
| First Merchants Corporation | 32,000 | 32,000 | 0 | 1,206,400 | 1,199,360 | -7,040 |
| Colgate-Palmolive | 17,700 | 17,700 | 0 | 1,414,938 | 1,398,654 | -16,284 |
| Banner Corp New | 6,000 | 6,000 | 0 | 393,000 | 375,960 | -17,040 |
| Mid America Apartment Communities | 21,615 | 21,615 | 0 | 3,020,264 | 3,002,540 | -17,724 |
| Cigna Corp New | 1,800 | 1,800 | 0 | 518,850 | 495,414 | -23,436 |
| Ziff-Davis Inc | 8,350 | 8,350 | 0 | 318,135 | 293,503 | -24,632 |
| Procter & Gamble | 2,500 | 2,500 | 0 | 384,125 | 358,275 | -25,850 |
| GATX Corp | 6,550 | 6,550 | 0 | 1,144,940 | 1,110,880 | -34,060 |
| Fidelity National Financial | 5,900 | 5,900 | 0 | 356,891 | 322,081 | -34,810 |
| Renasant Corporation | 22,000 | 22,000 | 0 | 811,580 | 774,840 | -36,740 |
| Regal Rexnord Corporation | 12,200 | 12,200 | 0 | 1,749,968 | 1,711,904 | -38,064 |
| Codexis, Inc. | 50,000 | 50,000 | 0 | 122,000 | 81,500 | -40,500 |
| Progress Software Corp | 45,300 | 45,300 | 0 | 1,990,029 | 1,946,088 | -43,941 |
| Abbott Laboratories | 5,400 | 5,400 | 0 | 723,276 | 676,566 | -46,710 |
| Zurn Water Solutions Corp | 102,300 | 102,300 | 0 | 4,811,169 | 4,755,927 | -55,242 |
| Hillenbrand Inc | 23,300 | 18,100 | -5,200 | 630,032 | 574,132 | -55,900 |
| American Financial Group | 6,450 | 6,450 | 0 | 939,894 | 881,586 | -58,308 |
| Halozyme Therapeutics, Inc. | 10,000 | 10,000 | 0 | 733,400 | 673,000 | -60,400 |
| Primoris Services Corp | 5,000 | 5,000 | 0 | 686,650 | 620,700 | -65,950 |
| AVIAT NETWORKS INC COM NEW | 47,100 | 47,100 | 0 | 1,080,003 | 1,006,998 | -73,005 |
| Boise Cascade Company | 43,375 | 43,375 | 0 | 3,353,755 | 3,192,400 | -161,355 |
| Skyworks Solutions, Inc. | 12,300 | 12,300 | 0 | 946,854 | 779,943 | -166,911 |
| Qorvo Inc. | 25,880 | 25,880 | 0 | 2,357,150 | 2,187,119 | -170,031 |
| Masimo Corp | 11,353 | 11,353 | 0 | 1,675,135 | 1,476,571 | -198,564 |
| Radnet Inc | 54,700 | 54,700 | 0 | 4,168,687 | 3,902,845 | -265,842 |
| A10 Networks, Inc. | 407,000 | 401,400 | -5,600 | 7,387,050 | 7,100,766 | -286,284 |
| Pure Storage, Inc. Class A | 27,000 | 27,000 | 0 | 2,262,870 | 1,809,270 | -453,600 |
| Kadant Inc. | 30,100 | 29,800 | -300 | 8,957,158 | 8,493,596 | -463,562 |
| TTEC Holdings Inc | 734,100 | 534,100 | -200,000 | 2,466,576 | 1,922,760 | -543,816 |
| Addus homeCare Corporation | 52,270 | 52,270 | 0 | 6,167,337 | 5,613,275 | -554,062 |
| Cross Country Healthcare, Inc. | 107,700 | 107,700 | 0 | 1,529,340 | 872,370 | -656,970 |
| Gen Digital Inc | 60,000 | 36,000 | -24,000 | 1,703,400 | 978,840 | -724,560 |
| Federal Signal Corp | 70,000 | 70,000 | 0 | 8,329,300 | 7,601,300 | -728,000 |
| Penguin Solutions Inc | 716,051 | 923,400 | +207,349 | 18,817,820 | 18,061,704 | -756,116 |
| Ducommun Inc | 770,500 | 770,500 | 0 | 74,068,165 | 73,297,665 | -770,500 |
| Garmin LTD | 19,075 | 19,075 | 0 | 4,696,647 | 3,869,364 | -827,283 |
| Smurfit Westrock L | 38,180 | 18,180 | -20,000 | 1,625,323 | 703,021 | -922,302 |
| Axcelis Technologies Inc. | 56,100 | 56,000 | -100 | 5,477,604 | 4,499,040 | -978,564 |
| Arlo Technologies, Inc. | 336,800 | 336,800 | 0 | 5,708,760 | 4,711,832 | -996,928 |
| TD SYNNEX Corporation | 81,274 | 81,274 | 0 | 13,308,618 | 12,209,793 | -1,098,825 |
| PTC Inc | 40,000 | 40,000 | 0 | 8,120,800 | 6,968,400 | -1,152,400 |
| MasterBrand Inc. | 580,000 | 582,000 | +2,000 | 7,638,600 | 6,425,280 | -1,213,320 |
| Treace Medical Concepts, Inc. | 250,000 | 100,000 | -150,000 | 1,677,500 | 245,000 | -1,432,500 |
| Builders Firstsource Inc | 85,750 | 85,750 | 0 | 10,397,188 | 8,822,818 | -1,574,370 |
| Insight Enterprises | 596,700 | 810,764 | +214,064 | 67,671,747 | 66,052,943 | -1,618,804 |
| MiMedx | 2,651,200 | 2,451,200 | -200,000 | 18,505,376 | 16,594,624 | -1,910,752 |
| EMCOR Group, Inc. | 23,375 | 21,675 | -1,700 | 15,182,998 | 13,260,548 | -1,922,450 |
| Kforce, Inc. | 105,125 | 36,800 | -68,325 | 3,151,648 | 1,137,856 | -2,013,792 |
| Orthopediatrics Corp | 181,000 | 47,000 | -134,000 | 3,353,930 | 834,720 | -2,519,210 |
| Ultra Clean Holdings Inc | 658,200 | 608,200 | -50,000 | 17,935,950 | 15,405,706 | -2,530,244 |
| Integra Lifesciences Holdings Corp | 2,529,800 | 2,664,998 | +135,198 | 36,252,034 | 33,099,275 | -3,152,759 |