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PARADIGM CAPITAL MANAGEMENT INC/NY13F | |
PARADIGM CAPITAL MANAGEMENT INC/NY | |
Last update 2022-10-26 | 129 Stocks (5 new) |
Value $2.19 Bil | Turnover 4 % |
Portfolio Report |
PARADIGM CAPITAL MANAGEMENT IN... Top Holdings of 2024-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ONTO | Onto Innovation Inc | 1,110,189 | 243753.100 | -3.48% | 11.110 | -0.35% | 2.250 | -5.02% | +31.64% | 9939.934 | Semiconductors | |
MOD | Modine Manufacturing Co | 1,649,300 | 165243.370 | -1.23% | 7.530 | -0.09% | 3.150 | +8.58% | +114.87% | 6723.614 | Vehicles & Parts | |
FN | Fabrinet | 537,900 | 131672.540 | -0.37% | 6.000 | -0.02% | 1.490 | +2.02% | +29.59% | 8916.648 | Hardware | |
AVGO | Broadcom Inc | 809,000 | 129887.380 | 0% | 5.920 | 0% | 0.000 | +6.30% | +57.11% | 810391.656 | Semiconductors | |
NSIT | Insight Enterprises Inc | 596,150 | 118252.310 | -0.50% | 5.390 | -0.03% | 1.830 | -5.23% | +19.08% | 6875.694 | Hardware | |
VECO | Veeco Instruments Inc | 1,932,700 | 90276.420 | -2.23% | 4.110 | -0.07% | 3.400 | -31.91% | -5.80% | 1659.821 | Semiconductors | |
ENTG | Entegris Inc | 533,700 | 72262.980 | 0% | 3.290 | 0% | 0.350 | -21.37% | -13.63% | 15587.008 | Semiconductors | |
EXTR | Extreme Networks Inc | 5,324,900 | 71619.910 | 0% | 3.260 | 0% | 4.090 | +5.45% | -16.61% | 1942.401 | Hardware | |
GMED | Globus Medical Inc | 1,001,400 | 68585.890 | -0.99% | 3.130 | -0.03% | 0.740 | +0.70% | +38.66% | 10005.224 | Medical Devices & Instruments | |
JBL | Jabil Inc | 581,600 | 63272.270 | +1.02% | 2.880 | +0.03% | 0.510 | +9.69% | -3.30% | 13946.952 | Hardware |
PARADIGM CAPITAL MANAGEMENT INC/NY's Historical Top Holdings Breakdowns
PARADIGM CAPITAL MANAGEMENT INC/NY's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
CNXC | Concentrix Corp | 2024-06-30 | Add | +1.00% | 54.67 ($60.01) 66.07 | $44.69 | -25.53% | Add 126.38% | 623,542 | 348,100 | |
DCO | Ducommun Inc | 2024-06-30 | Reduce | -0.77% | 48.47 ($55.87) 59.48 | $62.11 | 11.17% | Reduce -22.34% | 1,087,100 | -312,700 | |
SMTC | Semtech Corp | 2024-06-30 | Reduce | -0.74% | 28.19 ($34.98) 40.85 | $44.80 | 28.07% | Reduce -96.56% | 20,000 | -562,200 | |
CIEN | Ciena Corp | 2024-06-30 | Sold Out | -0.57% | 43.56 ($47.46) 49.56 | $66.25 | 39.59% | Sold Out | 0 | -239,000 | |
ADTN | Adtran Holdings Inc | 2024-06-30 | Add | +0.37% | 4.38 ($5.1) 5.83 | $6.11 | 19.80% | Add 173.08% | 2,447,100 | 1,551,000 | |
OFIX | Orthofix Medical Inc | 2024-06-30 | Add | +0.37% | 12.38 ($13.7) 15.37 | $15.67 | 14.38% | Add 31.29% | 2,556,100 | 609,137 | |
ONTO | Onto Innovation Inc | 2024-06-30 | Reduce | -0.35% | 169.39 ($206.7) 233.63 | $201.28 | -2.62% | Reduce -3.48% | 1,110,189 | -40,000 | |
TCMD | Tactile Systems Technology Inc | 2024-06-30 | Add | +0.30% | 11.13 ($13.46) 15.8 | $14.28 | 6.09% | Add 90.1% | 1,183,800 | 561,073 | |
JILL | J.Jill Inc | 2024-06-30 | Add | +0.29% | 24.92 ($30.65) 39.55 | $24.15 | -21.21% | Add 109.28% | 346,856 | 181,116 | |
AMWD | American Woodmark Corp | 2024-06-30 | New Buy | +0.28% | 77.15 ($90.26) 101.79 | $93.83 | 3.96% | New holding | 79,000 | 79,000 |
PARADIGM CAPITAL MANAGEMENT INC/NY Total Holding History ($B)
PARADIGM CAPITAL MANAGEMENT INC/NY's Asset Allocation
PARADIGM CAPITAL MANAGEMENT INC/NY Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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PARADIGM CAPITAL MANAGEMENT INC/NY's Hypothetical Growth since 2024-06-30
PARADIGM CAPITAL MANAGEMENT INC/NY's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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PARADIGM CAPITAL MANAGEMENT INC/NY's Holdings Heat Map
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PARADIGM CAPITAL MANAGEMENT INC/NY's Holdings Bubble Chart
PARADIGM CAPITAL MANAGEMENT INC/NY News
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