Filed: 11/14/2025ACC: 0001037792-25-000014
📋 What this filing means
PARADIGM CAPITAL MANAGEMENT INC/NY filed this quarterly 13F‑HR report disclosing 126 equity positions with a total reported market value of $2.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
126
Positions
$2.31B
Total AUM (reported)
68.10M
Total Shares
Allocation by class
COM$2.31B100.0%
Portfolio Concentration
Top 3$673.04M29.2%
4–10$639.82M27.7%
11–25$558.53M24.2%
Rest$435.37M18.9%
Top 3 weight
29.2%
Top 10 weight
56.9%
Voting Authority Distribution
Total shares with voting rights: 68.10M
Sole
Full voting authority
55.36M
shares
% of voting shares81.3%
Shared
Joint voting authority
12.74M
shares
% of voting shares18.7%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole72
Shared0
Other54
Dominant voting typeSole · 81.3% of voting shares
Institutional Holdings126
Rows:
Broadcom Ltd
SOLEShares809K
TypeSH
Market value$266.90M
11.57%
Sole
809K
Shared
0.00
None
0.00
Modine Manufacturing Co
DFNDShares1.50M
TypeSH
Market value$212.71M
9.22%
Sole
1.40M
Shared
100K
None
0.00
Fabrinet
DFNDShares530.50K
TypeSH
Market value$193.43M
8.39%
Sole
527.50K
Shared
3K
None
0.00
Onto Innovation Inc.
DFNDShares1.11M
TypeSH
Market value$143.80M
6.23%
Sole
1.06M
Shared
56K
None
0.00
Jabil Inc
DFNDShares557.90K
TypeSH
Market value$121.16M
5.25%
Sole
540.50K
Shared
17.40K
None
0.00
Extreme Networks
DFNDShares4.93M
TypeSH
Market value$101.86M
4.42%
Sole
4.65M
Shared
280K
None
0.00
Ducommun Inc
SOLEShares770.50K
TypeSH
Market value$74.07M
3.21%
Sole
770.50K
Shared
0.00
None
0.00
Veeco Instruments
DFNDShares2.36M
TypeSH
Market value$71.81M
3.11%
Sole
2.14M
Shared
220K
None
0.00
Insight Enterprises
DFNDShares596.70K
TypeSH
Market value$67.67M
2.93%
Sole
542.70K
Shared
54K
None
0.00
Ensign Group, Inc.
DFNDShares344.10K
TypeSH
Market value$59.45M
2.58%
Sole
288.10K
Shared
56K
None
0.00
Globus Medical Inc Cl A new
DFNDShares946.80K
TypeSH
Market value$54.22M
2.35%
Sole
860.60K
Shared
86.20K
None
0.00
EnerSys
SOLEShares465.80K
TypeSH
Market value$52.62M
2.28%
Sole
465.80K
Shared
0.00
None
0.00
Orthofix Medical Inc.
DFNDShares3.34M
TypeSH
Market value$48.96M
2.12%
Sole
2.72M
Shared
620K
None
0.00
Entegris Inc
SOLEShares527.60K
TypeSH
Market value$48.78M
2.11%
Sole
527.60K
Shared
0.00
None
0.00
Enviri Corp
DFNDShares3.79M
TypeSH
Market value$48.14M
2.09%
Sole
3.21M
Shared
580K
None
0.00
Calix Inc
SOLEShares672.40K
TypeSH
Market value$41.27M
1.79%
Sole
672.40K
Shared
0.00
None
0.00
Enovis Corporation
DFNDShares1.20M
TypeSH
Market value$36.56M
1.58%
Sole
943.10K
Shared
261.78K
None
0.00
Integra Lifesciences Holdings Corp
DFNDShares2.53M
TypeSH
Market value$36.25M
1.57%
Sole
1.90M
Shared
630K
None
0.00
Pennant Group Inc.
DFNDShares1.42M
TypeSH
Market value$35.93M
1.56%
Sole
1.22M
Shared
200K
None
0.00
Ribbon Communications Inc
DFNDShares8.75M
TypeSH
Market value$33.25M
1.44%
Sole
8.25M
Shared
500K
None
0.00
Concentrix Corp
DFNDShares616.84K
TypeSH
Market value$28.47M
1.23%
Sole
590.94K
Shared
25.90K
None
0.00
Quidel Corp
DFNDShares939.50K
TypeSH
Market value$27.67M
1.20%
Sole
660.90K
Shared
278.60K
None
0.00
Cerence Inc.
DFNDShares2.04M
TypeSH
Market value$25.43M
1.10%
Sole
1.74M
Shared
300K
None
0.00
Tactile Systems Technology
DFNDShares1.54M
TypeSH
Market value$21.29M
0.92%
Sole
1.13M
Shared
410K
None
0.00
Kratos Defense & Security Solutions, Inc.
SOLEShares215.50K
TypeSH
Market value$19.69M
0.85%
Sole
215.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Broadcom LtdSOLE | COM | 809K | SH | $266.90M 11.57% | 809K | 0.00 | 0.00 |
Modine Manufacturing CoDFND | COM | 1.50M | SH | $212.71M 9.22% | 1.40M | 100K | 0.00 |
FabrinetDFND | COM | 530.50K | SH | $193.43M 8.39% | 527.50K | 3K | 0.00 |
Onto Innovation Inc.DFND | COM | 1.11M | SH | $143.80M 6.23% | 1.06M | 56K | 0.00 |
Jabil IncDFND | COM | 557.90K | SH | $121.16M 5.25% | 540.50K | 17.40K | 0.00 |
Extreme NetworksDFND | COM | 4.93M | SH | $101.86M 4.42% | 4.65M | 280K | 0.00 |
Ducommun IncSOLE | COM | 770.50K | SH | $74.07M 3.21% | 770.50K | 0.00 | 0.00 |
Veeco InstrumentsDFND | COM | 2.36M | SH | $71.81M 3.11% | 2.14M | 220K | 0.00 |
Insight EnterprisesDFND | COM | 596.70K | SH | $67.67M 2.93% | 542.70K | 54K | 0.00 |
Ensign Group, Inc.DFND | COM | 344.10K | SH | $59.45M 2.58% | 288.10K | 56K | 0.00 |
Globus Medical Inc Cl A newDFND | COM | 946.80K | SH | $54.22M 2.35% | 860.60K | 86.20K | 0.00 |
EnerSysSOLE | COM | 465.80K | SH | $52.62M 2.28% | 465.80K | 0.00 | 0.00 |
Orthofix Medical Inc.DFND | COM | 3.34M | SH | $48.96M 2.12% | 2.72M | 620K | 0.00 |
Entegris IncSOLE | COM | 527.60K | SH | $48.78M 2.11% | 527.60K | 0.00 | 0.00 |
Enviri CorpDFND | COM | 3.79M | SH | $48.14M 2.09% | 3.21M | 580K | 0.00 |
Calix IncSOLE | COM | 672.40K | SH | $41.27M 1.79% | 672.40K | 0.00 | 0.00 |
Enovis CorporationDFND | COM | 1.20M | SH | $36.56M 1.58% | 943.10K | 261.78K | 0.00 |
Integra Lifesciences Holdings CorpDFND | COM | 2.53M | SH | $36.25M 1.57% | 1.90M | 630K | 0.00 |
Pennant Group Inc.DFND | COM | 1.42M | SH | $35.93M 1.56% | 1.22M | 200K | 0.00 |
Ribbon Communications IncDFND | COM | 8.75M | SH | $33.25M 1.44% | 8.25M | 500K | 0.00 |
Concentrix CorpDFND | COM | 616.84K | SH | $28.47M 1.23% | 590.94K | 25.90K | 0.00 |
Quidel CorpDFND | COM | 939.50K | SH | $27.67M 1.20% | 660.90K | 278.60K | 0.00 |
Cerence Inc.DFND | COM | 2.04M | SH | $25.43M 1.10% | 1.74M | 300K | 0.00 |
Tactile Systems TechnologyDFND | COM | 1.54M | SH | $21.29M 0.92% | 1.13M | 410K | 0.00 |
Kratos Defense & Security Solutions, Inc.SOLE | COM | 215.50K | SH | $19.69M 0.85% | 215.50K | 0.00 | 0.00 |
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