Fund HoldingsPalisades Investment Partners, LLC

Total Portfolio Value
$228.74M
Total Bought
$23.48M
Total Sold
$49.56M
Net Transaction
-$26.07M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ITRON INC(ITRI)073,563+73,56309,6834.23%+9,683
STERLING INFRASTRUCTURE INC(STRL)118,80098,728-20,07213,44922,7809.96%+9,330
INNODATA INC(INOD)379,409368,852-10,55713,62118,8938.26%+5,271
CORMEDIX INC358,970562,527+203,5572,2116,9303.03%+4,719
SPX TECHNOLOGIES INC112,149111,008-1,14114,44318,6148.14%+4,171
REMITLY GLOBAL INC(RELY)0176,482+176,48203,3131.45%+3,313
ENOVA INTL INC(ENVA)30,40954,475+24,0662,9366,0752.66%+3,139
AMERICAN SUPERCONDUCTOR CORP144,604140,498-4,1062,6235,1552.25%+2,532
BADGER METER INC34,60433,669-9356,5838,2473.61%+1,664
DELCATH SYS INC171,084270,310+99,2262,1783,6761.61%+1,498
UFP TECHNOLOGIES INC(UFPT)35,47634,503-9737,1568,4243.68%+1,268
INTUITIVE MACHINES INC(LUNR)401,762391,240-10,5222,9934,2531.86%+1,260
PAYMENTUS HOLDINGS INC(PAY)197,655195,036-2,6195,1596,3872.79%+1,229
KINGSTONE COS INC61,205139,592+78,3871,0192,1510.94%+1,132
MOELIS & CO(MC)76,73076,002-7284,4784,7362.07%+258
GENEDX HOLDINGS CORP(WGS)83,91382,975-9387,4327,6593.35%+228
SPRINGWORKS THERAPEUTICS INC136,478132,555-3,9236,0236,2292.72%+206
STIFEL FINL CORP(SF)30,16329,341-8222,8433,0451.33%+202
FIRSTCASH HOLDINGS INC(FCFS)12,93012,93001,5561,7470.76%+192
FINANCIAL INSTNS INC(FISI)138,147136,916-1,2313,4483,5161.54%+68
ARTESIAN RES CORP51,68051,486-1941,6871,7280.76%+41
MEDPACE HLDGS INC(MEDP)16,17415,757-4174,9284,9452.16%+17
SPS COMM INC(SPSC)50,35348,913-1,4406,6836,6572.91%-27
FOUR CORNERS PPTY TR INC(FCPT)31,76231,137-6259128380.37%-74
FRP HLDGS INC45,56045,398-1621,3021,2210.53%-81
OTTER TAIL CORP(OTTR)40,19140,19103,2303,0981.35%-132
M-TRON INDS INC62,98062,088-8922,8052,6081.14%-197
FIRST FINL BANCORP OH(FFBC)153,131149,198-3,9333,8253,6201.58%-206
UFP INDUSTRIES INC(UFPI)23,19422,547-6472,4832,2400.98%-242
MUELLER WTR PRODS INC(MWA)237,446235,398-2,0486,0365,6592.47%-377
WILLIS LEASE FIN CORP(WLFC)21,22420,659-5653,3532,9501.29%-403
ONTO INNOVATION INC(ONTO)20,71520,122-5932,5142,0310.89%-483
ARDELYX INC523,345521,240-2,1052,5692,0430.89%-526
VERACYTE INC(VCYT)167,142162,408-4,7344,9564,3901.92%-566
ADMA BIOLOGICS INC410,446398,647-11,7998,1437,2593.17%-884
MAKEMYTRIP LIMITED MAURITIUS
SHS
128,992116,723-12,26912,64011,4415.00%-1,198
INTAPP INC(INTA)168,842164,059-4,7839,8578,4693.70%-1,388
MIDLAND STATES BANCORP INC102,9510-102,9511,7630-1,763
KRYSTAL BIOTECH INC(KRYS)40,69640,203-4937,3375,5262.42%-1,810
TSS INC DEL257,8650-257,8652,0240-2,024
CAMTEK LTD(CAMT)64,6066,015-58,5913,7885090.22%-3,279
AEROVIRONMENT INC52,7160-52,7166,2830-6,283
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